Cash Settlement Assistant Jobs in Calgary, Alberta, Canada
Create alert for “Cash Settlement Assistant”
Calgary, Alberta, Canada
About the role
About the Role
Reporting to the Settlement Team Supervisor, we are looking for a Bilingual Cash Settlement Assistant.
Key Areas of Responsibility
Manage inbound and outbound calls in a timely manner. Follow communication “scripts” when handling the various topics. Identify client’s needs, clarify information, research issues, and provide solutions and/or alternatives. Validate Instant Refund debt amounts using multiple application software, company records, and internet resources. Conduct custom collections campaigns on clients that consist of emails, phone calls, and standard mail correspondence. Arrange for debt repayment or establish repayment schedules, based on client’s financial situations. Process payments or direct clients to an H&R Block office. Process Peace of Mind claims and provide support for peace of mind inquiries received from field offices and clients. Audit debt files for preparation to be sent to collection agencies.
Required Qualifications
Fluent in French and English is required. Knowledge of personal income tax is preferred. Proficient with Microsoft Office. Must be detail-oriented with the ability to multi-task. Excellent communication, analytical, organizational, and math skills.
Why work for us
For over 60 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!
Not the right fit? Search for Cash Settlement Assistant jobs in Calgary, Alberta, Canada
About H&R Block Canada
We’re Canada’s leading tax preparation firm for over 60 years – delivering value to Canadians by our expertise and knowledge in handling all tax situations and by our commitment to making Canadian’s tax filing experience the best it can be.
Our dedicated team of Tax Experts are trained through our highly regarded H&R Block Tax Academy®. Through in-depth training, our experts are well equipped to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental, and estate.
We continuously evolve to meet our clients' ever-changing needs through our digital products, in-office experience, and knowledgeable Tax Experts. We know taxes, and we apply that expertise to peoples' lives to offer them the best solutions – allowing us the ability to serve our clients anywhere, anyway, anytime.
Our Canadian headquarters are located in Calgary, Alberta, and we serve taxpayers in nearly 1,000 offices across the country, both in person and virtually. Of those offices over 300 are owned and operated by our community of Franchise Owners.
Beyond providing tax filing services to our clients, we work hard to support our communities through not-for-profit initiatives, including providing free filing services to Canadians in need through our Returning Hope Program.
Working at Block. Our success begins with our talented Associates. We know that the ability to deliver outstanding client service and products starts with having the best talent on our team! At H&R Block Canada we’ve built a culture of recognizing our Associates and celebrating the many talents our diverse teams have to offer. Working at Block is an opportunity to grow with the strongest brand in the tax preparation industry and build a rewarding career.