Client Care Specialist

Client Care Specialist

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At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high‑performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to Block Next, a multi‑year roadmap focusing on innovation, client experience, and sustainable growth. We are curious, creative, and always on the move.

As a Client Care Specialist, you are the welcoming face and trusted guide for our clients, delivering a transformative and reassuring experience. You work closely with Tax Advisors, help clients understand the process, gather documentation, and prepare them for a consultative and personalized tax experience. Your ability to build trust and provide clarity is essential.

• Two years of tax‑related experience
• 1–2 years of customer service experience, preferably in a client‑facing role involving digital platforms and phone communication
• Bachelor’s degree or equivalent through a combination of education and related work experience

• Serve as first point of contact, creating a warm and professional environment.
• 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.
• Act as a liaison between client and Tax Advisor, ensuring consistent communication.
• Educate clients on H&R Block’s service options and digital tools to enhance convenience and accessibility.
• Assist clients who encounter difficulties with payment or electronic signatures.
• Handle all client information with confidentiality and in compliance with policies.
• Work collaboratively with office staff and leadership to continuously improve the client experience.
• Conduct follow‑up communications to ensure client satisfaction and encourage repeat business or referrals.

• Excellent verbal and written communication skills.
• Strong interpersonal skills with a client‑first mindset.
• Working knowledge of individual tax return preparation and relevant IRS regulations.
• High confidence leveraging technology to support client interactions.
• Proficiency in Microsoft Office Suite and ability to learn proprietary systems quickly.
• Strong problem‑solving and troubleshooting skills.
• Attention to detail and organizational skills.
• Ability to prioritize tasks and manage time effectively in a fast‑paced environment.
• Self‑motivated and able to work independently and as part of a team.
• Flexible and adaptable to changing business needs.
• Passion for delivering exceptional service.
• High school diploma or equivalent.

• Employee Assistance Program with Health Advocate.
• Well‑being program, Better You.
• Neurodiversity and caregiver support available.
• Various discounts on everyday items and services.
• Benefits include medical coverage, 401(k) retirement savings plan, and employee stock purchase plan (subject to eligibility).

We remain committed to building a connected culture where trust, care, and connections guide our teamwork. You will be immersed in an environment recognized worldwide on Best Companies lists, supported by colleagues devoted to growth and mutual support.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Pay range: $11.00 – $80.00 per hour. Local minimum wage laws apply. Additional incentive compensation or short‑term incentive plans may be available. Eligible associates may enroll in medical coverage, prescription drug coverage, Retirement Savings Plan (401(k)), Employee Assistance Program, virtual fitness center programs, and associate discount program. Automatic enrollment in Business Travel Accident Insurance and Associate Tax Prep benefit.

Not applicable.

Full‑time.

Other.