Client Experience Specialist - Tax Season Front Desk

H&R Block, Inc.; Town of Canandaigua (NY); On-site; USD 22,000 - 37,000; Full time

Job summary

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to be the welcoming face of the office and to support daily operations. This in-person role involves greeting clients, scheduling, intake processing, and coordinating with tax professionals during tax season.

You will contribute to a professional client experience, handle confidential information, and help keep the office organized and efficient in a fast-paced environment.

Qualifications

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

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 handling.
• Maintain office organization and cleanliness to support professionalism.
• Collaborate with tax professionals to ensure smooth daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

Interpersonal skills

Communication

Multitasking

Organizational skills

Microsoft Office

Scheduling systems

Evenings/weekends availability

Customer service

Education

High school diploma/GED

Tools

Microsoft Office

Scheduling systems

Teams

Job description

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to be the welcoming face of the office and to support daily operations. This in-person role involves greeting clients, scheduling, intake processing, and coordinating with tax professionals during tax season.

You will contribute to a professional client experience, handle confidential information, and help keep the office organized and efficient in a fast-paced environment.