Senior Client Relationship Professional, Seasonal

H&R Block

. Serve as the initial point of contact for new clients and guide them through registration .

Posted 11/10/2026full-timeRemote • Kansas • United StatesSenior💰 $22 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client support through effective communication and personalized service, utilizing Salesforce and Microsoft Teams to enhance client interactions and streamline processes.

Highest-signal resume keywords

Client ConsultationHigh-Touch Client SupportSalesforce ProficiencyMicrosoft Teams ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportReport ReviewInquiry EscalationRemote Client InteractionTax Process Simplification

Soft Skills

CommunicationProblem-SolvingTrust BuildingClient AdvocacyLoyalty Fostering

Tools & Technologies

SalesforceMicrosoft Teams

Industry Keywords

Expat ServicesClient ExperienceTax SupportClient OutreachService Level Agreement

About the role

Key responsibilities & impact

Serve as the initial point of contact for new clients and guide them through registration
Conduct phone consultations to understand client concerns and goals
Identify and remove roadblocks and establish expectations for the expat service experience
Simplify and expedite the expat tax process through personalized support and clear explanations
Respond to active client messages within a 1-day service level
Identify and escalate complex or tax-specific inquiries to internal experts
Review reports and client accounts to prioritize outreach based on client status and seasonal needs
Establish trust and rapport with clients and advocate for their needs
Use Salesforce and Microsoft Teams to collaborate with peers and improve client service practices
Foster long-term client loyalty and encourage clients to return next year

Requirements

What you’ll need

High school diploma or equivalent
2 years minimum related work experience
Experience supporting clients through remote channels
Ability to conduct phone consultations and provide high-touch client support
Ability to respond to active client messages within a 1-day service level
Ability to identify and escalate complex or tax-specific inquiries
Ability to review reports and client accounts to prioritize outreach
Familiarity with Salesforce and Microsoft Teams
Preferred: Associate’s degree in a related field or equivalent through a combination of education and related work experience

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Support for life both in and outside of work
Potential participation in incentive compensation or short-term incentive plans