Cash Settlement Assistant

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!

The Cash Settlement Assistant manages inbound and outbound client communications to resolve debt issues and process payments. They also conduct collection campaigns, audit debt files, and provide support for peace of mind claims.

The candidate must be fluent in both French and English and possess strong communication and analytical skills. Proficiency in Microsoft Office and a detail-oriented approach are required, with knowledge of personal income tax considered an asset.

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Bilingualism
• Customer Service
• Debt Collection
• Communication
• Analytical Skills
• Organizational Skills
• Math Skills
• Microsoft Office
• Data Entry
• Problem Solving
• Attention To Detail
• Multi-tasking
• Tax Knowledge
• Tax Software
• Outbound Calls
• Inbound Calls
• Bilingual (French/English)
• Research
• Auditing
• Multilingualism
• Income Tax
• Settlement
• Mathematics
• Multitasking
• Telephone Skills
• Tax Compliance Software
• Tax Preparation
• Collections
• Filing
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Administrative
• Settlement Agent
• Tax Examiner / Collector
• Government Tax and Excise Officials
• Tax Examiners and Collectors, and Revenue Agents

Expérience minimale

0+ ans

Postuler avant le

19 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine