Client Services Concierge — Path to Tax Office Leadership

H&R Block, Inc.; Marshall (NC); Presencial; USD 17.000 - 25.000; Tempo parcial

Resumo da vaga

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. You will greet clients, manage check-in, answer phones, schedule appointments, and match clients with the right tax professional.

This in-person role supports day-to-day operations alongside tax professionals. Training provided, with opportunities to grow into tax preparation or office leadership; evenings and weekends are required during tax season.

Qualificações

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client interactions.
• Ability to multitask and manage competing priorities daily.
• Excellent organizational skills and attention to detail.
• Comfort with basic computer programs and scheduling tools.

Responsabilidades

• Greet clients warmly and create a welcoming, professional first impression.
• Answer phone calls, schedule appointments, and match clients with the right tax professional.
• Manage client check-in and intake, including scanning and organizing documents.
• Maintain office organization and cleanliness to support a smooth client experience.
• Collaborate with tax professionals and team members to ensure seamless daily operations.
• Handle sensitive client information with confidentiality and care.

Conhecimentos

Interpersonal skills

Communication

Multitasking

Organizational skills

Customer service

Formação

High school diploma/GED

Ferramentas

Microsoft Office

Microsoft Teams

Scheduling systems

Descrição da vaga

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. You will greet clients, manage check-in, answer phones, schedule appointments, and match clients with the right tax professional.

This in-person role supports day-to-day operations alongside tax professionals. Training provided, with opportunities to grow into tax preparation or office leadership; evenings and weekends are required during tax season.