In-Office Client Concierge for Tax Season

H&R Block, Inc.; Fort Walton Beach (FL); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block is seeking a Seasonal Client Service Professional / Receptionist to warmly greet clients, manage check-ins, and schedule appointments in a busy tax-season office. This in-person role offers training and a pathway into tax-related leadership within a team of professionals.

You will support daily office operations, maintain file organization, and collaborate with tax pros to ensure smooth client experiences during tax season.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills with teamwork.
• Ability to multitask and manage priorities.
• Detail-oriented with follow-through.
• Comfort with basic computer programs (MS Office, Teams, scheduling tools).
• Evening and weekend availability during tax season.

Responsibilities

• Greet clients warmly and create a welcoming first impression.
• Answer phone calls, schedule appointments, and match clients with the right tax professional.
• 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

Client service

Communication

Multitasking

Organization

Computer skills

Evening/weekend availability

Education

High school diploma/GED

Tools

MS Office

Teams

Scheduling systems

Job description

H&R Block is seeking a Seasonal Client Service Professional / Receptionist to warmly greet clients, manage check-ins, and schedule appointments in a busy tax-season office. This in-person role offers training and a pathway into tax-related leadership within a team of professionals.

You will support daily office operations, maintain file organization, and collaborate with tax pros to ensure smooth client experiences during tax season.