Finance & Banking • Georgetown, Texas, United States
Client Care Specialist: Guide to a Confident Tax Journey
Georgetown, Texas, United StatesOn-sitePosted 4 hours ago
Finance & Banking
About the Role
H&R Block is seeking a Client Care Specialist to serve as the welcoming face for clients, guiding them through the tax process and gathering necessary documentation for Tax Advisors. You will communicate steps, review pricing, and build trust to reduce client anxiety while partnering with Tax Advisors for an efficient tax preparation experience.
You will act as a liaison, educate clients on service options and digital tools, and escalate issues when necessary to ensure a smooth completion.
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What You'll Do
H&R Block is seeking a Client Care Specialist to serve as the welcoming face for clients, guiding them through the tax process and gathering necessary documentation for Tax Advisors.
You will communicate steps, review pricing, and build trust to reduce client anxiety while partnering with Tax Advisors for an efficient tax preparation experience.
You will act as a liaison, educate clients on service options and digital tools, and escalate issues when necessary to ensure a smooth completion.
