Block Advisors Client Service Professional

H&R Block; Wallingford (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Wallingford, CT is seeking a seasonal Client Service Professional/Receptionist who serves as the welcoming face of the office, manages client check-in, and coordinates scheduling with tax professionals.

This in-person role emphasizes confidentiality, teamwork, and professional client interaction, with evenings and weekends during tax season. Training provided to support growth into tax preparation or office leadership.

Qualifications

• Experience in a fast-paced client-centric environment.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage priorities with attention to detail.
• Comfort using basic computer programs and scheduling systems.
• Availability to work evenings and weekends during tax season.

Responsibilities

• Greet clients warmly and act as the face of the office.
• Answer phone calls, schedule appointments, and match clients with tax professionals.
• Manage client check-in and intake, including document handling.
• Maintain office organization and cleanliness for a professional experience.
• Collaborate with tax professionals to ensure smooth daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

Client service

Interpersonal skills

Communication

Multitasking

Organizational skills

Microsoft Office

Scheduling systems

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling software

Job description

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 dayOrganizational 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.