Cash Settlement Assistant - Bilingual (12 Months)

CASH SETTLEMENT ASSISTANT - BILINGUAL (12 Months)

Calgary, AB (On-Site)

For over 55 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental and estate.

Becoming an H&R Block Associate is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you!

The Opportunity

The Cash Settlement Assistant reports to the Supervisor, Settlement Team and is responsible for providing exceptional customer service while conducting collection campaigns in ensuring timely and accurate cash settlements.

Key Areas of Responsibility:

• Handles inbound and outbound calls promptly and efficiently.
• Utilizes predefined communication scripts for various tasks.
• Identifies client requirements, clarifies information, and offers appropriate solutions or alternatives.
• Verifies debt amounts by utilizing multiple software applications, company records, and online resources.
• Executes customized collections campaigns through emails, phone calls, and mail correspondence.
• Assists clients in establishing debt repayment schedules tailored to their financial circumstances.
• Facilitates payment processing or guides clients to an H&R Block office for assistance.
• Conducts audits on debt files to prepare them for submission to collection agencies.
• Responds to inquiries from clients as well as from internal Associates.
• Assist in the processing of Peace of Mind claims.

Key Qualifications:

• Fluency in both French and English is a must.
• Demonstrated proficiency in using Microsoft Office.
• Familiarity with personal income tax an asset.
• Strong attention to detail and multitasking abilities.
• Exhibits excellent communication, analytical, organizational, and mathematical skills.

Do you have an innovative and passionate approach to learning along with the skills and qualifications required for this GREAT opportunity?

If so, we invite you to send your resume to employment.opportunities@hrblock.ca, including the position title in the subject line.

We encourage all interested individuals to apply. Successful candidates must have legal authorization to work in Canada on a full-time basis for any employer. Proof of legal authorization to work in Canada will be required as part of the recruitment process. Only those candidates selected for an interview will be contacted.

H&R Block fosters a workplace in which individual differences are recognized, appreciated, and respected. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process.