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Our Company

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!

What you'll do...

The Expat Client Relationship Professional position is part of the H&R Block Tax Transformation team and supports the international expat business. The position is primarily responsible for ensuring a great experience for those clients served through remote service and coordinating client workflow and communications. Most communications with clients will be through phone, email, and our software platform. The Expat CRP will also assist the expat advisors as needed in serving clients.

Day to day, you’ll...

+ The primary point of communication with clients when they submit an inquiry through the expat software platform, expat website, phone, and email

+ Respond to all client inquiries received through the expat software, website, phone, and email within 48 business hours

+ Maintain records for all client inquiries and types of inquiries. Recording inquiries in the expat software or other systems as required

+ Assist clients with setting up their accounts and virtual folders in the software platform being used

+ Oversee the client workflow and communication process from client inquiry to signature of client service engagement to uploading tax documents to payment processing and filing, ensuring a great client experience, and supporting the client throughout the process

+ Responsible for client follow-up/ CRM after their initial inquiry to maximize conversion to a paid client

+ Administrative support through a partnership with expat tax advisors, which may include, but is not limited to, communication with clients, printing tax returns, maintaining client records, and processing and mailing documents to the IRS or other tax agencies

+ Consistent communication with other CRPs and Expat Tax Advisors located in the US, Canada, and India

+ *The Hybrid work schedule for Kansas City Metro Area staff is an in-office requirement 2-3 days a week, based on seasonal needs

What you'll bring to the team...

+ 1-2 years of customer service support, working with clients through a digital platform and phones

+ Minimum education and/ or work experience necessary to demonstrate the necessary skill level

+ Excellent critical thinking and communication skills, both written and verbal, and the ability to manage communications with many clients concurrently

+ Demonstrated ability to work independently, demonstrate strong attention to detail, and be proficient with the Microsoft product suite

+ Strong organizational skills to maximize conversion from inquiry to highly satisfied paid clients

+ Flexibility to adapt to changing needs within the business and day-to-day tasks, as needed

+ Ability to work Core business hours Monday – Friday (8 am - 5 pm (central time)), with occasional overtime on weekends and evenings

It would be even better if you also had...

+ Fluent in multiple languages

+ Tax preparation experience

Why work for us

Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com (https://www.blockbenefits.com/public/welcome) . Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.