Block Advisors Client Service Professional

H&R Block; Novato (CA); On-site; USD 24,000 - 37,000; Part time

Job summary

H&R Block in Novato, CA is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. You will manage client scheduling, assist with daily operations, and collaborate with tax professionals to ensure a smooth client experience.

With training and support, this role can be a stepping stone into tax preparation or office leadership. This in-person role requires strong communication, multitasking, and discreet handling of sensitive information.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills.
• Ability to multitask and manage competing priorities.
• Organizational skills and attention to detail.
• Proficiency with basic computer programs (MS Office, Teams, scheduling systems).
• Availability to work evenings and weekends during tax season.

Responsibilities

• Greet clients warmly and provide a welcoming first impression.
• Answer phone calls, schedule appointments, match clients with the right tax professional.
• Manage client check-in and intake, including scanning and organizing documents.
• Maintain office organization and cleanliness.
• Collaborate with tax professionals and team members for smooth daily operations.
• Handle sensitive client information with confidentiality and discretion.

Skills

Customer service

Interpersonal skills

Multitasking

Organization

MS Office/Teams

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

About The Role

As a seasonal

• Greet clients warmly and create a welcoming, professional first impression as the face of the office
• Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
• Manage client check-in and intake processes, including scanning and organizing documents
• Maintain office organization and cleanliness to support a smooth, professional client experience
• Collaborate with tax professionals and team members to ensure seamless daily operations
• Handle sensitive client information with confidentiality, discretion, and care

About The Role

As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership.

This role is in-person and not remote.

• Greet clients warmly and create a welcoming, professional first impression as the face of the office
• Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
• Manage client check-in and intake processes, including scanning and organizing documents
• Maintain office organization and cleanliness to support a smooth, professional client experience
• Collaborate with tax professionals and team members to ensure seamless daily operations
• Handle sensitive client information with confidentiality, discretion, and care

Required Qualifications

• Experience working in a fast-paced, client-centric environment
• Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
• Ability to multitask and manage competing priorities throughout the day
• Organizational skills with attention to detail and follow-through
• Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
• Availability to work evenings and weekends during tax season

Preferred Qualifications

• High school diploma/GED or equivalent
• Previous experience in hospitality, call center, customer service or medical industries
• Previous experience in a receptionist, front desk, or administrative support role
• Experience working in a tax office, CPA firm, or financial services environment

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.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$17.73 - $27.00/Hr.