In-Office Client Concierge for Tax Season

H&R Block, Inc.

Town of Stanley (WI)

On-site

USD 19,000 - 25,000

Full time

8 days ago

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Job summary

H&R Block, Inc. is seeking a Seasonal Client Service Professional / Receptionist to be the welcoming face of the office. This in-person role handles client check-in, scheduling, and everyday operations alongside tax professionals.

The position emphasizes strong communication, multitasking, and discretion with client information, with evening/weekend availability during tax season to support busy periods.

Qualifications

  • Experience in a fast-paced, client-centric environment.
  • Strong interpersonal and communication skills, and teamwork.
  • Ability to multitask and handle competing priorities.
  • Organizational skills with attention to detail.
  • Comfort with basic computer programs and scheduling tools.
  • Evenings and weekend availability during tax season.

Responsibilities

  • Greet clients warmly and create a welcoming, professional first impression as the face of the office.
  • 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

People skills
Communication
Multitasking
Office software
Customer service

Education

High school diploma or GED

Tools

Microsoft Office
Scheduling systems
Teams

Job description

H&R Block, Inc. is seeking a Seasonal Client Service Professional / Receptionist to be the welcoming face of the office. This in-person role handles client check-in, scheduling, and everyday operations alongside tax professionals.

The position emphasizes strong communication, multitasking, and discretion with client information, with evening/weekend availability during tax season to support busy periods.

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