Client Experience Specialist — Front Desk & Scheduling

H&R Block; Gilbert (AZ); On-site; USD 19,000 - 28,000; Part time

Job summary

H&R Block in Gilbert, AZ is seeking aseasonal Client Service Professional / Receptionist who greets clients, manages scheduling, and supports daily office operations. This in-person role provides training and a path into tax preparation or leadership within the office.

You will welcome clients, route them to the right tax professional, handle check-ins, maintain a tidy office, and collaborate with tax professionals to ensure a smooth client experience during tax season.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and professional communication.
• Ability to multitask and manage priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools.
• Availability to work evenings and weekends during tax season.

Responsibilities

• 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.

Skills

Fast-paced environment

Interpersonal communication

Multitasking

Organizational skills

Office software

Scheduling systems

Evening/weekend availability

Education

High school diploma or GED

Tools

Microsoft Office

Microsoft Teams

Scheduling software

Job description

H&R Block in Gilbert, AZ is seeking aseasonal Client Service Professional / Receptionist who greets clients, manages scheduling, and supports daily office operations. This in-person role provides training and a path into tax preparation or leadership within the office.

You will welcome clients, route them to the right tax professional, handle check-ins, maintain a tidy office, and collaborate with tax professionals to ensure a smooth client experience during tax season.