Tax Service Representative

4 weeks ago


Richmond, Missouri, United States H&R Block Full time

Job Overview:

At H&R Block, we strive to provide exceptional client experiences and inspire confidence in our clients, associates, and communities. Our defining purpose is to deliver personalized support and make a meaningful difference in the lives of our clients.

We are seeking a skilled Tax Service Representative to join our team. As a key member of our client service team, you will be responsible for providing exceptional client experiences, matching clients with the best-suited tax professionals, and ensuring all client needs are met during service.

Key Responsibilities:

  • Answer phones and greet clients in a personalized, friendly, and inviting manner
  • Match clients with the best-suited tax professional for their needs
  • Schedule clients how they would like to be scheduled
  • Help to ensure all clients' needs have been met during service both in person, over the phone, or virtually
  • Maintain office cleanliness and organization of resources with team members
  • Other duties as assigned

Requirements:

  • Experience working in a fast-paced environment
  • Previous experience in a customer service environment
  • Ability to multi-task
  • Strong organizational and time-management skills
  • Computer proficient with the ability to use Microsoft Office

Benefits:

  • Employee Assistance Program with Health Advocate
  • Wellbeing program, BetterYou, to help you build healthy habits
  • Neurodiversity and caregiver support available to you and your family
  • Various discounts on everyday items and services
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan

At H&R Block, we believe in building a connected culture where trust, care, and connections are how we work together. We are committed to creating an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

We are an equal opportunity employer and 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.



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