In-Office Client Experience Associate — Growth in Tax

H&R Block, Inc.; Savannah (MO); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for each client. This in-person role manages client scheduling, supports daily office operations, and collaborates with tax professionals.

With training and support, this position can lead to tax preparation or office leadership. Evening and weekend availability during tax season is required.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs (Microsoft Office, Teams, scheduling systems).
• Availability to work evenings and weekends 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 based on their needs.
• 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

Office software

Scheduling

Education

High school diploma/GED

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for each client. This in-person role manages client scheduling, supports daily office operations, and collaborates with tax professionals.

With training and support, this position can lead to tax preparation or office leadership. Evening and weekend availability during tax season is required.