Client Relationship Professional

This is a fully remote position, open to applicants in Kansas.

📋 Description

• Serve as the main point of contact for client inquiries via the expat software, website, phone, and email, ensuring responses are provided within 48 business hours.

• Keep accurate records of client inquiries in the expat software and other necessary systems.

• Assist clients in creating accounts and virtual folders on the software platform.

• Manage client workflows and communications, including inquiries, engagement signatures, tax document uploads, payment processing, and filing.

• Provide ongoing support to clients throughout the entire process to guarantee a positive experience.

• Conduct follow-ups with clients post-inquiry to enhance conversion rates to paid clients.

• Offer administrative support to Expat Tax Advisors, which includes client communications, printing tax returns, maintaining records, and processing and mailing documents to the IRS or other tax agencies.

• Collaborate with Client Relationship Professionals and Expat Tax Advisors based in the US, Canada, and India.

⛳️ Requirements

• Capability to work independently with a keen attention to detail.

• Outstanding critical thinking as well as written and verbal communication abilities.

• Proficiency in managing communications and workflows for multiple clients simultaneously.

• Adaptability to changing business needs and daily tasks.

• Familiarity with Outlook and Microsoft Suite applications, including virtual tools.

• At least 1 year of relevant work experience.

• Confidence to recognize areas of uncertainty and inquire with the team.

• Strong organizational skills and follow-up abilities to optimize conversion from inquiries to highly satisfied paid clients.

• Preferred: capability to communicate effectively in multiple languages.

• Preferred: experience in tax preparation.

🏝️ Benefits

• Competitive pay.

• Medical and prescription drug coverage for eligible associates and their 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.

• Remote service / home office arrangement.