Client Experience Specialist - Tax Office Reception

H&R Block, Inc.; Marion (IA); On-site; USD 18,000 - 23,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the friendly first impression for clients in Marion, IA. This in-person role involves greeting clients, managing scheduling, and supporting daily office operations alongside tax professionals.

Responsibilities include check-in, document intake, and maintaining a clean, organized front desk while ensuring confidentiality and courteous service during tax season, including evenings and weekends.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills.
• Ability to multitask and manage priorities.
• Organizational skills with attention to detail.
• Comfort with basic computer programs and scheduling tools
• Availability to work evenings and weekends during tax season

Responsibilities

• Greet clients warmly and create a welcoming first impression.
• Answer phone calls, schedule appointments, match clients with tax professionals.
• 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

Interpersonal skills

Customer service

Multitasking

Scheduling software

Microsoft Office

Team collaboration

Education

High school diploma

Tools

Microsoft Office

Scheduling systems

Microsoft Teams

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the friendly first impression for clients in Marion, IA. This in-person role involves greeting clients, managing scheduling, and supporting daily office operations alongside tax professionals.

Responsibilities include check-in, document intake, and maintaining a clean, organized front desk while ensuring confidentiality and courteous service during tax season, including evenings and weekends.