Client Experience Specialist for Tax Prep & Guidance

H&R Block; Lakeway (TX); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

H&R Block is seeking a Client Care Specialist to welcome clients, collect documents, and guide them through the tax preparation journey. You will partner with Tax Advisors to deliver a consultative experience, explain steps, and help with pricing questions while ensuring confidentiality and high-quality service.

Ideal candidates have strong communication skills, a client-first mindset, and the ability to adapt to evolving processes in a fast-paced tax environment.

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 clearly.
• Strong interpersonal skills with a client-first mindset and the ability to build trust quickly.
• Working knowledge of individual tax return preparation and 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 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

Responsabilités

• 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.

Connaissances

Customer service

Communication

Interpersonal skills

Technology aptitude

Microsoft Office

Formation

High school diploma or GED

Outils

Tax preparation software

Microsoft Office Suite

Description du poste

H&R Block is seeking a Client Care Specialist to welcome clients, collect documents, and guide them through the tax preparation journey. You will partner with Tax Advisors to deliver a consultative experience, explain steps, and help with pricing questions while ensuring confidentiality and high-quality service.

Ideal candidates have strong communication skills, a client-first mindset, and the ability to adapt to evolving processes in a fast-paced tax environment.