Front Desk & Client Services Specialist (Tax Season)

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

Descripción de la vacante

H&R Block in San Marcos, CA seeks a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations in person. The role offers exposure to tax professionals and potential growth into tax preparation or leadership through training and experience.

The position requires strong interpersonal skills, the ability to multitask, and availability to work evenings and weekends during tax season.

Formación

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and written/verbal communication, collaborating with team and serving clients professionally.
• Ability to multitask and manage competing priorities during a day.

Responsabilidades

• Greet clients and be the face of the office.
• Answer calls, schedule appointments, match clients with the right tax professional.
• Manage check-in and intake, including scanning and organizing documents.
• Maintain office organization and cleanliness for a professional client experience.
• Collaborate with tax professionals to ensure smooth daily operations.
• Handle sensitive client information with confidentiality and care.

Conocimientos

Interpersonal skills

Communication

Multitasking

Organizational skills

Experience in fast-paced environment

Office software proficiency

Educación

High school diploma/GED or equivalent

Herramientas

Microsoft Office

Teams

Scheduling systems

Descripción del empleo

H&R Block in San Marcos, CA seeks a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations in person. The role offers exposure to tax professionals and potential growth into tax preparation or leadership through training and experience.

The position requires strong interpersonal skills, the ability to multitask, and availability to work evenings and weekends during tax season.