Client Relationship Professional – Seasonal

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

📋 Description

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

• Keep comprehensive records of all client inquiries in the expat software or other necessary systems.

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

• Manage client workflow and communications, which includes handling inquiries, securing engagement signatures, processing tax documents, payments, and filing.

• Provide ongoing support to clients throughout their journey, ensuring an excellent client experience.

• Follow up on initial inquiries to enhance the conversion rate to paid clients.

• Offer administrative assistance to Expat Tax Advisors, including client communications, printing tax returns, maintaining client records, and processing and sending documents to the IRS or other tax authorities.

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

⛳️ Requirements

• Ability to work autonomously with a keen eye for detail.

• Outstanding critical thinking and both written and verbal communication skills.

• Capability to manage communications and workflows with multiple clients simultaneously.

• Adaptability to changing business requirements and daily tasks.

• Proficiency in Outlook and Microsoft Suite applications, including virtual tools.

• At least one year of relevant work experience.

• Confidence to recognize areas of uncertainty and ask questions within the team.

• Strong organizational skills and a diligent follow-up process to convert inquiries into highly satisfied paid clients.

• Fluency in multiple languages is preferred.

• Experience in tax preparation is preferred.

🏝️ Benefits

• Competitive salary.

• 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 work arrangement.