Cash Settlement Assistant

About The Role

Reporting to the Settlement Team Supervisor, we are looking for a Bilingual Cash Settlement Assistant.

• Manage inbound and outbound calls in a timely manner.
• Follow communication “scripts” when handling the various topics.
• Identify client’s needs, clarify information, research issues, and provide solutions and/or alternatives.
• Validate Instant Refund debt amounts using multiple application software, company records, and internet resources.
• Conduct custom collections campaigns on clients that consist of emails, phone calls, and standard mail correspondence.
• Arrange for debt repayment or establish repayment schedules, based on client’s financial situations.
• Process payments or direct clients to an H&R Block office.
• Process Peace of Mind claims and provide support for peace of mind inquiries received from field offices and clients.
• Audit debt files for preparation to be sent to collection agencies.

• Fluent in French and English is required.
• Knowledge of personal income tax is preferred.
• Proficient with Microsoft Office.
• Must be detail-oriented with the ability to multi-task.
• Excellent communication, analytical, organizational, and math skills.

For over 60 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental and estate.

Becoming an H&R Block Associate is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you!