Client Services Pro & Scheduling Specialist

H&R Block; Auburn (CA); On-site; USD 30,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients, answer phones, and connect them with the right tax professional. In a fast-paced environment, you will multitask across scheduling, client inquiries, and coordinating with team members to maintain a clean and organized front desk.

This role emphasizes friendly service, accurate appointment handling, and ensuring each client feels valued as they begin their tax journey.

Qualifications

• Experience working in a fast-paced environment.
• Previous experience in a customer service environment.
• Ability to multi-task.
• Strong organizational and time-management skills.
• Computer proficient with the ability to use Microsoft Office

Responsibilities

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

Skills

Customer service

Multi-tasking

Time management

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients, answer phones, and connect them with the right tax professional. In a fast-paced environment, you will multitask across scheduling, client inquiries, and coordinating with team members to maintain a clean and organized front desk.

This role emphasizes friendly service, accurate appointment handling, and ensuring each client feels valued as they begin their tax journey.