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The Expat Client Relationship Professional role supports the international expat business at H&R Block by ensuring a great experience for clients through remote service. You will coordinate client workflow and communications, assisting both clients and Expat Tax Advisors to enhance client satisfaction and conversion.
H&R Block
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The Expat Client Relationship Professional (CRP) position is part of the H&R Block Tax Transformation team and supports the international expat business. The position is primarily responsible for ensuring a great experience for those clients served through remote service and coordinating client workflow and communications. Most communications with clients will be through phone, email, and our software platform. The Expat CRP will also assist the Expat Tax Advisors as needed in serving clients.
Day to day, you’ll...
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 accounts and virtual folders in the software platform being used
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
Work Experience:
Work Experience:
Client Relationship Professional, Seasonal
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H&R Block

H&R Block

H&R Block