Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.
Expert Help Senior Analyst
Location
United States
Posted
40 days ago
Salary
$62.8K - $94.2K / year
Seniority
Senior
No structured requirement data.
Job Description
Expert Help Senior Analyst
H&R Block
Role Description As an Expert Help Senior Analyst, you’ll play a critical role in delivering exceptional client experiences while strengthening the performance and capability of our Expert Help Chat (EHC) organization. - Provide expert level tax guidance to clients using H&R Block’s online DIY products. - Manage complex and escalated client interactions. - Act as a trusted resource for seasonal and offshore agents. - Partner across teams to improve processes, support training and development, and monitor key performance indicators to ensure both clients and agents are set up for success. - Continue supporting EHC clients outside of peak season while contributing to training efforts, process improvements, and cross-functional initiatives that drive quality, efficiency, and innovation. Day to day, you’ll: - Deliver accurate, expert level federal and state tax guidance, including complex and escalated scenarios. - Resolve elevated client issues with professionalism, empathy, and a solutions-focused mindset. - Help ensure a consistent, high-quality client experience across all supported channels. - Serve as a subject matter expert and escalation point for seasonal and offshore agents. - Provide real-time guidance and feedback to reinforce best practices and service standards. - Support training delivery and mentoring to build agent confidence and technical capability. - Monitor key performance indicators (e.g., quality, efficiency, compliance) and identify trends or gaps. - Partner with leaders and cross-functional teams to recommend process improvements. - Ensure adherence to federal and state tax regulations, internal policies, and quality standards. - Contribute to department goals by balancing quality, efficiency, and client satisfaction. - Support special projects, pilots, or initiatives that improve the Expert Help experience. - Other duties as assigned. Qualifications - Bachelor’s degree in accounting, finance, or an equivalent combination of education and experience. - Deep expertise in federal and state tax law, including complex tax scenarios. - Strong experience with online tax preparation platforms and virtual client support. - Proven ability to manage escalations and provide guidance in fast-paced environments. - Excellent written and verbal communication skills with a client-focused approach. - Ability to analyze performance data and translate insights into actionable recommendations. - Comfort navigating seasonal workload fluctuations and change. - Strong computer proficiency, including MS Office. - Circular 230 designation or the ability to obtain within one year of employment. Requirements - Prior leadership, mentoring, or coaching experience. - Experience supporting international or expatriate tax clients. - Familiarity with AI-driven support tools, automation, or troubleshooting workflows. Benefits - Competitive compensation and benefits to support your health and well-being. - Medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Employee Assistance Program. - Virtual fitness center programs and associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit.
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