Block Advisors Receptionist

SupportFinity™; San Francisco (CA); On-site; USD 15,153 - 37,195; Full time

Benefits offered by this job

Employee Assistance Program

Wellbeing program

Neurodiversity and caregiver support

Discounts on everyday items

Eligibility for Medical Coverage

401(k) Retirement Savings Plan

Employee Stock Purchase Plan

Job summary

SupportFinity™ in San Francisco is hiring a Seasonal Client Service Professional/Receptionist to greet clients, ensure their satisfaction, and schedule appointments with tax professionals. You will work in a fast-paced environment and maintain office cleanliness.

The ideal candidate should have customer service experience, good organizational skills, and proficiency in Microsoft Office. This position offers a range of employee benefits and ensures compliance with local wage laws.

Qualifications

• Prior experience in a customer service environment required.
• Ability to multi-task and work in a fast-paced environment.
• Strong organizational and time-management skills are essential.

Responsibilities

• Greet clients in a friendly manner and answer phones.
• Match clients with suitable tax professionals for their needs.
• Schedule client appointments according to preferences.
• Ensure client needs are met in person, over the phone, or virtually.
• Maintain cleanliness and organization of the office.

Skills

Customer service experience

Multi-tasking ability

Organizational skills

Microsoft Office proficiency

Education

High school diploma or equivalent

Job description

Seasonal Client Service Professional/Receptionist – responsible for greeting clients, scheduling them with the appropriate tax professional, ensuring client satisfaction, maintaining office cleanliness, and performing other related duties as assigned.

Responsibilities

• Answer phones and greet clients in a personalized, friendly, and inviting manner.
• Match clients with the best‑suited tax professional for their needs.
• Schedule appointments according to client preferences.
• Ensure all client needs are met during service, whether in person, over the phone, or virtually.
• Maintain office cleanliness and organization of resources with team members.
• Perform other duties as assigned.

Qualifications

• Experience working in a fast‑paced environment.
• Previous experience in a customer service environment.
• Ability to multi‑task.
• Strong organizational and time‑management skills.
• Computer proficiency, including Microsoft Office.

Preferred Qualifications

• High school diploma or equivalent.
• Ability to work a flexible schedule and/or in multiple locations.
• Sales/marketing experience.

Benefits

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help build healthy habits.
• Neurodiversity and caregiver support for you and your family.
• Various discounts on everyday items and services.
• Eligibility for Medical Coverage, 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.

Pay Range

$11.00 - $27.00 / Hr. Local minimum wage laws apply. Salary depends on experience, education, skill, performance, and geographic location. Incentive compensation or short‑term incentive plans may be available.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.