Seasonal Client Relationship Specialist

H&R Block

Client Relationship Specialist supporting H&R Block’s virtual tax clients remotely. Managing communications, resolving service issues, and coordinating tax-service completion activities.

Posted 8/11/2026full-timeRemote • Montana • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service and relationship-building capabilities while effectively managing multiple priorities in a fast-paced remote environment. Proficient in utilizing CRM systems like Salesforce and Microsoft Office applications to enhance client interactions and support organizational best practices.

Highest-signal resume keywords

Client ServiceRelationship BuildingCritical ThinkingCRM Systems ExperienceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM SystemsSalesforceMicrosoft OfficeDocumentation SkillsPayment CollectionTax-Related OperationsAccount ManagementProblem SolvingDecision MakingClient Support

Soft Skills

Communication SkillsEmpathyProfessionalismAttention to DetailTeam Collaboration

Tools & Technologies

Microsoft Teams

Industry Keywords

Customer ServiceClient RetentionVirtual Tax PreparationFast-Paced EnvironmentClient Engagement

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients throughout the virtual tax preparation process
Manage client communications, set expectations, and address concerns
Analyze and resolve complex client issues using account history, documentation, system information, and available resources
Conduct phone and virtual consultations to understand client needs and help clients navigate the service process
Respond to phone, email, website, and software-platform inquiries within service-level expectations
Build trusted client relationships through empathetic, professional, and personalized service
Document client interactions accurately in Salesforce and other CRM systems
Partner with Tax Advisors, Client Relationship Professionals, and cross-functional teams to resolve client needs
Assist with payment collection, authorization forms, and final documentation requirements
Share feedback, identify process enhancements, and support organizational best practices
Promote client retention, future engagement, and referrals

Requirements

What you’ll need

Strong client service, relationship-building, and communication skills
Ability to manage multiple priorities in a fast-paced remote environment
Excellent critical thinking, problem-solving, and decision-making capabilities
Ability to handle sensitive client situations with empathy and professionalism
Experience with CRM systems, including Salesforce, preferred
Strong organizational and documentation skills with attention to detail
Proficiency with Microsoft Office applications and collaboration tools such as Microsoft Teams
Ability to work independently while collaborating effectively within a team environment
Prior experience in customer service, client support, account management, or tax-related operations preferred
High school diploma or equivalent
Minimum 1 year of experience in a customer service or financial services position, preferably in a large phone center
Occasional evening and weekend availability may be required during peak filing periods, special projects, or business-critical events

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Continuous learning
Support for life both in and outside of work