Client Service Coordinator – In-Office (Tax Season)

H&R Block, Inc.; Fairfield (CA); On-site; USD 23,000 - 37,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients and manage check-in, scheduling, and daily office operations in person. You will support tax professionals and colleagues, ensuring a smooth, professional client experience during tax season.

You will handle calls, coordinate appointments, and assist with document scanning and organization, while maintaining confidentiality and an organized office environment.

Qualifications

• Experience in fast-paced, client-centric environment.
• Excellent interpersonal and communication skills.
• Ability to multitask and manage priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and digital tools.

Responsibilities

• Greet clients warmly and create a welcoming, professional first impression as the face of the office.
• Answer 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

Interpersonal skills

Communication

Multitasking

Organizational skills

Tech savvy

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients and manage check-in, scheduling, and daily office operations in person. You will support tax professionals and colleagues, ensuring a smooth, professional client experience during tax season.

You will handle calls, coordinate appointments, and assist with document scanning and organization, while maintaining confidentiality and an organized office environment.