Client Experience Specialist – In-Person, Tax Season

H&R Block, Inc.; Springfield Township (Delaware County); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Client Service Professional / Receptionist to welcome clients and support daily office operations in-person. You will manage check-ins, schedule appointments, answer phones, and help connect clients with the right tax professional.

With training and support, this role can lead to opportunities in tax preparation or office leadership. The position requires a client‑focused demeanor, strong teamwork, and availability evenings and weekends during tax season.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail.
• 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, 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

Client-focused

Interpersonal communication

Multitasking

Detail-oriented

Team collaboration

Confidentiality

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block is seeking a seasonal Client Service Professional / Receptionist to welcome clients and support daily office operations in-person. You will manage check-ins, schedule appointments, answer phones, and help connect clients with the right tax professional.

With training and support, this role can lead to opportunities in tax preparation or office leadership. The position requires a client‑focused demeanor, strong teamwork, and availability evenings and weekends during tax season.