If you searched Superstar Sourcing for Financial Services Client Rep (with 3 additional requirements) on December 21, 2025 you'd find 339 great candidates

V**** W****

Retail Professional

This candidate is an excellent match, possessing extensive retail/customer service combined with direct tax professional and financial call center experience, all while located in Michigan. Retail → H&R Block Tax Professional/Office Manager/Call Center support, 20+ years service. Excellent.

E**** A****

Customer Service Representative at Nova -1

This candidate is an excellent fit, possessing extensive tax preparation experience (H&R Block, Liberty, In & Out), direct CSR experience at a Michigan company (BCBSM), and matching the Michigan location requirement. Nova - 1/BCBSM (12 yrs CSR) → Liberty Tax (Office Lead/CTP) → H&R Block (17 yrs Income Tax Preparer). Excellent.

S**** N***

Experienced calculations assistant seeking new opportunities to leverage my 10+ years of experience in a position that allows for growth and advancement.

This candidate is an excellent match, having direct recent experience preparing tax returns, excellent customer support skills explaining tax laws for Michigan Treasury, and being located within Michigan. Tax Preparer → CSR at MI Treasury explaining tax laws. Excellent.

T**** G****

This candidate has direct experience as a Customer Service Specialist at H&R Block, handling scheduling and digital document uploading for tax clients right in Michigan. H&R Block experience covers Financial services experience and Tax preparation, and the role is Customer support and Client Services Representative. Career: Nutrition Consultant → H&R Block (Customer Service Specialist). Excellent.

F**** Y***

Student at DePaul University

This candidate explicitly connects Tax/Accounting, Customer Service Specialist, and proximity to Michigan. Tax/Accounting Assistant, Tax Intern, Customer Service Specialist. Excellent.

K**** V****

Tax Staff at EY

Excellent fit, working currently in tax roles, located in Michigan, and has business/service background. EY Tax Staff → EY Tax Senior → Albion College (Accounting). Excellent.

C**** V****

Account Manager at State Farm ®

Excellent full match demonstrating tax preparation experience alongside account management/CSR roles within a financial/insurance context, and they are located nearby. Account Manager → CSR → Tax Specialist 1 at H&R Block (7 months), multiple licenses. Excellent.

K**** S****

frenchise at liberty tax

This candidate explicitly has recent experience connected to tax preparation at Liberty Tax and is located in Michigan. Franchisee at Liberty Tax, Detroit MI. Excellent.

D**** G****

jackson hewitt, tax preparer

This candidate is an excellent match, showing direct tax preparation experience, strong financial services background, and relevant functional skills, despite the location being outside the strict radius. Jackson Hewitt → Tax Preparer II; Primerica → Representative; Primerica is a financial services marketing firm. Strong.

T**** S****

Tax Professional

This candidate is a very strong fit having recent tax professional experience, explicit customer support skills, and is located in Michigan. Tax Prof → Insurance Agent → Tax Preparer at Liberty Tax → Executive Assistant for 15 years. Strong.

L**** K****

Human Resources Administrator at Hansen's IGA - Elkhorn

This candidate explicitly lists income tax experience, customer service skills, and relevant certifications, making them a very strong candidate despite the current HR title. HR Admin → QuickBooks/Payroll/Bookkeeping/Income Tax Experience/Tax Preparer Assistant Cert. Strong.

T**** B****

Financial Specialist

This candidate has tax preparation experience, relevant financial work, and is located in Michigan. They seem qualified for the core duties except the primary role title is Financial Specialist, not CSR. Ex-EPITEC (Financial Specialist 2yr) → Worldwide Connections (Tax Preparer 5mo) → WMU (Student Associate/Receptionist). Strong.

J**** H***

Tax Accountant

This candidate has strong background as a Tax Accountant, which satisfies the tax and financial aspects, and includes customer service exposure, though location is not in Michigan. Tax Accountant/AP Analyst, 10 years+. Strong.

L**** M****

Tax Associate at H&R Block

Strong alignment with CSR and Tax preparation roles previously held at H&R Block, but the location is outside Michigan. H&R Block CSR/Exec → Eaton → Sallie Mae background. Strong.

T**** D****

Student at Wayne County Community College District

Good fit, recent mortgage loan originator experience signals financial services acumen, and tax assistant role hits tax prep. Current location is within range. Tax Assistant → Quicken Loans (Mortgage) → Warehouse/Retail. Strong.

S**** W****

Job Seeker for a position in Accounting, Finance or Customer Service

Excellent background featuring long tenure in a bank (Great Lakes Bancorp) and education in Accounting/Finance, combined with current customer service skills and location in Michigan. Great Lakes Bancorp (Specialist, 11 yr) → Current Job Seeker (CS/Accounting). Strong.

S**** L****

Member Contact Specialist I

Strong fit because the candidate works in a member contact role at a credit union, which strongly implies financial services and client support. Member Contact Specialist at Credit Union. Strong.

M**** M****

Client Service Professional at H&R Block

This candidate has significant recent tax preparation experience (H&R Block) and related financial services background, though they are slightly outside the location radius. Exp: Allstate Financial → H&R Block (Client Service Professional). Strong.

S**** W****

Member Service Representative

This candidate has strong direct experience in member services highly relevant to client services in a financial setting with location confirmed. Dort Financial CU → Branch Support → Teller, BBA Accounting U of Michigan-Flint. Strong.

A**** W****

This candidate has direct experience as a Tax Preparer and Bookkeeper, indicating relevant administrative and financial background, though the primary career track is varied. Walmart → Marathon → DK Security → Jackson Hewitt/Liberty Tax → Town and Country Tax Service, Associate's in Accounting. Strong.

D** B****

Customer Service Representative at Fifth Third Bank

This candidate is currently working as a Customer Service Representative at a bank, hitting several key requirements. CSR at Fifth Third Bank. Strong.

Q**** M****

Experienced Sales & Services | Graphic Designer

Strong candidate with recent roles encompassing banking (CSR/Team Lead at Comerica), tax preparation, and customer interaction skills, located in Michigan. Contact Center Agent/Team Lead at Comerica Bank for 2Y 3M, Office Manager/Paid Preparer at Tax Planning LLC for 3Y 4M. Strong.

K**** M****

Financial Services Professional

Good fit for customer-facing tax support, but financial services experience is only implied via being a Tax Expert. Intuit (TurboTax) → Casino Dispatch → Casino Valet. Strong.

D**** H****

Account Client Specialist

This candidate has significant current experience as an Account Client Specialist at a major bank, which heavily implies financial services and customer relationship management, and they are in the region. Account Client Specialist at Bank of America for 6+ years → prior call center. Strong.

D**** P****

Accounting student with exceptional organizational skills and an extensive background in customer service management

Exceptional fit with direct Income Tax Preparer experience and strong customer support history, plus current location in Michigan. Liveops (Customer Support Specialist) → Jackson Hewitt (Income Tax Preparer) → American Income Life (Benefits Advisor). Strong.

K**** M****

Re-entering the job market after a short career break. Seeking a fulfilling, remote position.

This candidate has significant accounting, finance, and recent tax preparation experience, and is located in Michigan. Accountant/Finance Manager → Tax Intern (Rehmann), located in Michigan. Strong.

D**** R****

at Sparklingenie Cleaning and Organizing Service

This individual offers extensive direct experience as a Client Service Rep, Senior Tax Analyst, and has proximity to Michigan, making them a strong fit. Small Business Owner → Senior Tax Analyst @ H&R Block (25 yrs) → Client Service Rep @ State Farm → Other roles. Strong.

S**** M****

Customer Service at State Farm – The Taxter Agency

This candidate is located in Michigan and has a Customer Service role at a State Farm agency, suggesting relevant proximity and industry alignment, but tax prep isn't specified. State Farm CSR. Strong.

T**** S****

Retail Professional

This candidate has recent CSR experience at H&R Block, strongly implying tax preparation exposure, and is located in Michigan. Exp: H&R Block CSR for 1 year. Strong.

G**** D****

Financial Services Professional

Strong customer service background, explicitly has Financial Services Professional title, but is out of state. sr customer service representative at Verizon Wireless → La Grange, IL. Strong.