Block Advisors Client Service Professional

H&R Block, Inc.; Wallingford (CT); Presencial; USD 21.000 - 30.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the friendly face of the office in Wallingford. You will greet clients, manage check-in, answer phones, schedule appointments, and help keep daily operations running smoothly.

This in-person role offers hands-on experience in a busy tax-season environment, with training and opportunities for advancement into tax support or office leadership. Evening and weekend availability is required during tax season.

Formación

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

Responsabilidades

• Greet clients and create a professional first impression.
• Answer calls, schedule appointments, and match clients with the right tax professional.
• Manage client check-in and document intake.
• Maintain organized office environment.
• Collaborate with tax professionals to ensure smooth daily operations.
• Protect confidentiality of client information.

Conocimientos

Customer service

Phone skills

Multitasking

Organization

Office software

Scheduling

Educación

High school diploma/GED

Herramientas

Microsoft Office

Scheduling systems

Teams

Descripción del empleo

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.

Sponsored Job

#27209