Front Desk & Client Care Specialist (Tax Season)

H&R Block, Inc.; San Rafael (CA); Presencial; USD 23.000 - 37.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in California. You will greet clients, manage scheduling, and support daily office operations, working closely with tax professionals.

This in-person role offers training and a potential step toward tax preparation or office leadership. Responsibilities include checking in clients, organizing documents, and keeping the office tidy while handling confidential information with care.

Formación

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills to collaborate with team and serve clients professionally.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools.

Responsabilidades

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

Conocimientos

Client service

Interpersonal skills

Multitasking

Organizational skills

Tech proficiency

Educación

High school diploma/GED

Herramientas

Microsoft Office

Teams

Scheduling systems

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in California. You will greet clients, manage scheduling, and support daily office operations, working closely with tax professionals.

This in-person role offers training and a potential step toward tax preparation or office leadership. Responsibilities include checking in clients, organizing documents, and keeping the office tidy while handling confidential information with care.