Remote Expat Client Success & Workflow Coordinator

H&R Block; Missouri; On-site; USD 22,000 - 33,000; Full time

Job summary

H&R Block seeks an Expat Client Relationship Professional to join the Tax Transformation team, serving international expat clients remotely and coordinating workflow and communications. The role involves handling inquiries via phone, email, and expat software, and assisting Expat Tax Advisors as needed.

You'll maintain client records, set up accounts, and ensure a smooth end-to-end process with excellent service, while collaborating with teams in the US, Canada, and India.

Qualifications

• Ability to work independently with strong attention to detail.
• Exceptional critical thinking and communication skills, both written and verbal, with the ability to manage communications and workflow with many clients concurrently
• Flexibility to adapt to changing needs within the business and day-to-day tasks as needed
• Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools
• 1 year minimum related work experience
• Possess the ability and confidence to acknowledge areas of uncertainty and to pose questions to the team
• Strong organizational skills and follow-up to maximize conversion from inquiries to highly satisfied paid clients

Responsibilities

• Act as the primary point of communication for all client inquiries received through the expat software, website, phone, and email, and respond within 48 business hours
• Maintain records for all client inquiries in the expat software or other systems as required
• Assist clients with setting up their accounts and virtual folders in the software platform
• Oversee the client workflow and communication process including client inquiry, signature of client service engagement, uploading tax documents, payment processing, and filing; ensure a great client experience and support the client throughout the process
• Be responsible for client follow-up after initial inquiry to maximize conversion to a paid client
• Provide 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
• Consistently communicate with other Client Relationship Professionals and Expat Tax Advisors located in the US, Canada, and India

Skills

Attention to detail

Strong communication

Multitasking

Outlook & MS Suite

1 year experience

Ask questions when unsure

Organizational skills

Fluent in multiple languages (pref)

Tools

Outlook

Job description

H&R Block seeks an Expat Client Relationship Professional to join the Tax Transformation team, serving international expat clients remotely and coordinating workflow and communications. The role involves handling inquiries via phone, email, and expat software, and assisting Expat Tax Advisors as needed.

You'll maintain client records, set up accounts, and ensure a smooth end-to-end process with excellent service, while collaborating with teams in the US, Canada, and India.