Client Concierge & Office Receptionist - Tax Office

H&R Block, Inc.; Town of Mukwonago (WI); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to welcome clients in person, manage scheduling, and support daily office operations. This role offers hands-on experience alongside tax professionals and can lead to opportunities in tax preparation or office leadership.

The position is in-person, requiring availability for evenings and weekends during tax season, with a focus on confidentiality and exceptional client service.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong communication and teamwork with clients and colleagues.
• Ability to multitask and manage competing priorities.
• Detail-oriented with follow-through.
• Comfort with basic computer programs (Microsoft Office, Teams, scheduling systems).
• Availability to work evenings and weekends during tax season.

Responsibilities

• Greet clients warmly and create a welcoming 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.

Skills

Customer service

Interpersonal skills

Multitasking

Organizational skills

Scheduling software

Basic computer skills

Education

High school diploma or GED

Tools

Microsoft Office

Scheduling software

Teams

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to welcome clients in person, manage scheduling, and support daily office operations. This role offers hands-on experience alongside tax professionals and can lead to opportunities in tax preparation or office leadership.

The position is in-person, requiring availability for evenings and weekends during tax season, with a focus on confidentiality and exceptional client service.