Block Advisors Admin

H&R Block; Mesa (AZ); On-site; USD 34,000 - 42,000; Full time

Job summary

H&R Block is seeking an Administrative Assistant to greet clients, manage appointments, and perform clerical duties in a professional, confidential office setting.

The role includes data entry, filing, payments processing, and supporting office operations with team members to ensure smooth daily revenue reporting. Strong communication and computer skills are essential in a fast-paced tax environment.

Qualifications

• High school diploma or equivalent required.
• Customer service experience required.
• Experience with multiple web-based applications.
• Computer knowledge with Microsoft Office Suite.
• Good phone skills.

Responsibilities

• Greet clients and answer phones in a friendly manner.
• Schedule clients for appointments.
• Perform data entry for client files and office reporting.
• Maintain office cleanliness and organization.
• Assist with filing, correspondence, and document preparation.
• Process payments and revenue reporting.
• Support with network platforms for client accounts.

Skills

Customer Service

Phone skills

MS Office

Data entry

Education

High school diploma

Associate's degree

Tools

Microsoft Teams

Microsoft 365

Job description

About The Role

Greet clients and answer phones in a personalized, friendly, and inviting manner. Schedule clients for appointments. Complete data entry for client's files and office reporting. Maintain office cleanliness and organization of resources with team members. Performs general clerical and administrative support of a responsible and confidential nature. Assists with filing, correspondence, faxing, preparation & distribution of documents and other material for clients and office. Take payments and assist with processing and reporting of daily revenue.

• Answer Phones, check in clients for appointments
• Receive Drop offs and client data in office and through mail
• Data entry related to tax, bookkeeping, and payroll work
• Maintain professional office environment
• Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
• Assists in the processing of completed work to present to the client
• Other office duties as assigned

About The Role

Greet clients and answer phones in a personalized, friendly, and inviting manner. Schedule clients for appointments. Complete data entry for client's files and office reporting. Maintain office cleanliness and organization of resources with team members. Performs general clerical and administrative support of a responsible and confidential nature. Assists with filing, correspondence, faxing, preparation & distribution of documents and other material for clients and office. Take payments and assist with processing and reporting of daily revenue.

• Answer Phones, check in clients for appointments
• Receive Drop offs and client data in office and through mail
• Data entry related to tax, bookkeeping, and payroll work
• Maintain professional office environment
• Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
• Assists in the processing of completed work to present to the client
• Other office duties as assigned

Required Qualifications

• High school diploma or equivalent
• Customer Service
• Experience with multiple web-based applications
• Computer knowledge specifically with Microsoft Suites
• Phone skills

Preferred Qualifications

• Associate's degree in a related field or the equivalent through a combination of education and related work experience
• 1-2 Years Experience
• Technology driven
• Basic knowledge of Microsoft Suites including Teams
• Self-Motivated

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.