Lead Client Relationship Professional – Expat

July 16, 2026

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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 spreadsheets, 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

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1. HOW DO YOU PLAN YOUR DAY?

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