Lead Client Relationship Professional – Expat
Job Description:
- Lead a team of CRPs who assist clients through the entire virtual tax preparation experience from registration to acceptance
- Achieve client service excellence and operational efficiency
- Assist clients with technical issues and procedural tax filing questions
- Handle inbound calls, scheduling and planning, client messaging, and task completion
- Support various tax advisor activities
- Supervise, train, coach, and mentor a team of Client Relationship Professional associates
- Work with manager to define and develop individuals and a team committed to excellence in client service through feedback, coaching, and recognition
- Meet and exceed service level agreements and all client, department, and company expectations
- Document team members' performance for the manager to provide recognition or take corrective action as needed
Requirements:
- Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
- Ability to manage communications and work flow with many clients concurrently
- Ability to successfully utilize spreheets, databases, report generation programs, calling and associate tracking systems and various software programs such as Internet Explorer and Microsoft Office Suite products of Word, Power Point, Excel and Outlook
- Analytical and detail oriented
- 5 years minimum related work experience
- oral, written, and interpersonal communication skills
- Superior organizational skills; attention to detail, and ability to prioritize and manage multiple tasks
- Supervisory or team leader experience to include demonstrated coaching skills and the ability to grow and develop associates
Benefits:
- Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
- Participate in the H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (virtual) fitness center programs
- Associate discount program
- Automatically enrolled in Business Travel Accident Insurance
- Receive Associate Tax Prep benefit