Block Advisors Client Service Professional

H&R Block, Inc.; Waupaca (WI); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to welcome clients and support daily operations in person at our Wisconsin office. You will greet clients, answer calls, schedule appointments, and connect clients with the right tax professional.

Ideal candidate will have strong communication, multitasking, and organizational skills in a fast-paced, client-centric environment. Training is provided; evenings and weekends are required during tax season.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong communication and teamwork to serve clients professionally.
• Ability to multitask and manage priorities throughout the day.
• Excellent organizational skills with attention to detail and follow-through.
• Comfort using basic computer tools (Microsoft Office, scheduling systems).
• Availability to work evenings and weekends during tax season.

Responsibilities

• Greet clients warmly and create a welcoming, professional first impression.
• Answer phone calls, schedule appointments, and match clients with the right tax professional.
• 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 and care.

Skills

Interpersonal skills

Communication

Multitasking

Organizational skills

Discretion

Basic computer literacy

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

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 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.