Client Concierge & Receptionist - Tax Season

H&R Block, Inc.; Green Bay (WI); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block in Green Bay, WI is seeking a seasonal Client Service Professional / Receptionist to greet clients, schedule appointments, and support daily office operations in person. You will work with tax professionals to ensure a smooth client experience and facilitate intake while maintaining confidentiality.

The role is in-office, with evenings and weekends during tax season. Training and support are provided, and this position offers a stepping stone into tax preparation or office leadership

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and professional communication skills.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools.

Responsibilities

• Greet clients warmly and create a welcoming first impression.
• Answer phone calls, schedule appointments, and match clients with tax professionals.
• Manage client check-in and intake, including document scanning and organization.
• Maintain office organization and cleanliness to support a professional experience.
• Collaborate with tax professionals to ensure seamless daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

Customer service

Interpersonal communication

multitasking

Organization

Office computer skills

Education

High school diploma/GED

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Job description

H&R Block in Green Bay, WI is seeking a seasonal Client Service Professional / Receptionist to greet clients, schedule appointments, and support daily office operations in person. You will work with tax professionals to ensure a smooth client experience and facilitate intake while maintaining confidentiality.

The role is in-office, with evenings and weekends during tax season. Training and support are provided, and this position offers a stepping stone into tax preparation or office leadership