Client Care Specialist

H&R Block; Warrington Township (Bucks County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Job summary

HR Block is seeking a Client Care Specialist in the Warrington area to greet clients, collect documents, and support Tax Advisors throughout the tax journey.

You will guide clients, explain steps, review pricing, and ensure information is complete for a consultative experience, while keeping client data confidential and compliant.

Qualifications

• One year of customer service experience in a client-facing role.
• Excellent verbal and written communication skills with clear explanations.
• Strong interpersonal skills with a client-first mindset.
• Knowledge of individual tax preparation processes and IRS regulations; passing score of HR Block’s Tax knowledge assessment.
• Tech-savvy; proficient with Microsoft Office Suite and able to learn proprietary systems.

Responsibilities

• Serve as the first point of contact and set a professional tone for client experience.
• Guide clients through intake, gather documents, and prepare information for Tax Advisor.
• Explain steps of tax prep, review pricing, and answer questions to build trust.
• Coordinate with Tax Advisors to ensure complete client information.
• Act as liaison between client and Tax Advisor for a seamless process.
• Educate clients on HR Block service options and digital tools.
• Assist clients with payment or e-sign issues and escalate when needed.
• Maintain confidentiality and comply with policies and regulations.
• Collaborate with staff to improve client experience and meet office goals.
• Follow up with clients to ensure satisfaction and referrals.

Skills

Customer service

Communication

Empathy

Time management

Team player

Organizational skills

Multitasking

Problem solving

Microsoft Office

Education

High school diploma/GED

Tools

Microsoft Office

Proprietary systems

Job description

About The Role

As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for our clients. You play a critical role in delivering a transformative and reassuring experience by ensuring clients feel confident, informed, and cared for throughout their tax journey. Working closely with Tax Advisors, you help clients understand the process, gather necessary documentation, and prepare them for a consultative and personalized tax experience. Your ability to build trust and provide clarity is essential to fulfilling our brand purpose—to provide help and inspire confidence in our clients and communities everywhere. This role is ideal for someone who thrives in a client-facing environment, values teamwork and relationship-building, and is passionate about delivering exceptional service

• Serve as the first point of contact, creating a warm and professional environment that sets the tone for a positive client experience.
• Guide clients through the intake process by collecting and organizing tax documents, identifying life events, and ensuring all necessary information is ready for the Tax Advisor.
• Clearly communicate the steps of the tax preparation process, review pricing with clients, and answer questions to build trust and reduce anxiety.
• Partner with Tax Advisors to ensure they have all required client information, enabling them to deliver a consultative and efficient tax preparation experience.
• Act as a liaison between the client and the Tax Advisor, ensuring consistent communication and a seamless experience from start to finish.
• Educate clients on H&R Block’s service options and digital tools to enhance convenience and accessibility
• Assist clients who encounter difficulties with paying for or electronically signing their completed tax return by identifying the issue, providing step-by-step guidance, and escalating to the appropriate support channels when necessary to ensure a smooth and timely completion.
• Handle all client information with the highest level of confidentiality and in accordance with company policies and regulatory requirements.
• Work collaboratively with office staff and leadership to continuously improve the client experience and support office goals.
• Conduct follow-up communications to ensure client satisfaction and encourage repeat business or referrals.
• High school diploma/GED or equivalent

About The Role

As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for our clients. You play a critical role in delivering a transformative and reassuring experience by ensuring clients feel confident, informed, and cared for throughout their tax journey. Working closely with Tax Advisors, you help clients understand the process, gather necessary documentation, and prepare them for a consultative and personalized tax experience. Your ability to build trust and provide clarity is essential to fulfilling our brand purpose—to provide help and inspire confidence in our clients and communities everywhere. This role is ideal for someone who thrives in a client-facing environment, values teamwork and relationship-building, and is passionate about delivering exceptional service

• Serve as the first point of contact, creating a warm and professional environment that sets the tone for a positive client experience.
• Guide clients through the intake process by collecting and organizing tax documents, identifying life events, and ensuring all necessary information is ready for the Tax Advisor.
• Clearly communicate the steps of the tax preparation process, review pricing with clients, and answer questions to build trust and reduce anxiety.
• Partner with Tax Advisors to ensure they have all required client information, enabling them to deliver a consultative and efficient tax preparation experience.
• Act as a liaison between the client and the Tax Advisor, ensuring consistent communication and a seamless experience from start to finish.
• Educate clients on H&R Block’s service options and digital tools to enhance convenience and accessibility
• Assist clients who encounter difficulties with paying for or electronically signing their completed tax return by identifying the issue, providing step-by-step guidance, and escalating to the appropriate support channels when necessary to ensure a smooth and timely completion.
• Handle all client information with the highest level of confidentiality and in accordance with company policies and regulatory requirements.
• Work collaboratively with office staff and leadership to continuously improve the client experience and support office goals.
• Conduct follow-up communications to ensure client satisfaction and encourage repeat business or referrals.
• High school diploma/GED or equivalent

Required Qualifications

• One year of customer service experience, preferably in a client‑facing role involving digital platforms and phone communication.
• Excellent verbal and written communication skills, with the ability to explain complex processes in a clear and empathetic manner.
• Strong interpersonal skills with a client‑first mindset and the ability to build trust quickly
• Working knowledge of individual tax return preparationand relevant IRS regulations. Passing score of H&R Block’s Tax knowledge assessment test.
• High Level of confidence in leveraging technology to support client interactions
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) and ability to learn proprietary systems quickly.
• Demonstrated ability to troubleshoot client issues, think critically, and resolve concerns efficiently and professionally.
• Strong attention to detail and organizational skills to manage multiple client interactions and ensure timely follow‑up.
• Ability to prioritize tasks and manage time effectively in a fast‑paced environment
• Self‑motivated with the ability to work independently and as part of a team.
• Flexible and adaptable to changing business needs, client demands, and evolving processes
• Passion for delivering exceptional service and creating a positive, reassuring experience for every client

Preferred Qualifications

• 2 years of customer service experience, preferably in a client‑facing role involving digital platforms and phone communication.

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well‑being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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