In-Office Client Experience Specialist

H&R Block, Inc.; Waverly (IA); On-site; USD 18,000 - 25,000; Full time

Job summary

H&R Block in Iowa is seeking a seasonal Client Service Professional / Receptionist to be the first friendly face for clients. You will greet guests, answer calls, schedule appointments, and guide clients to the right tax professional.

This in-person role supports daily office operations, manages check-in and document intake, keeps the office organized, and collaborates with tax professionals to ensure a smooth client experience through tax season.

Qualifications

• Experience working in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally.
• Ability to multitask and manage competing priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems).
• Availability to work evenings and weekends 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 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

Interpersonal skills

Communication

Multitasking

Attention to detail

Professional demeanor

Education

High school diploma/GED or equivalent

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block in Iowa is seeking a seasonal Client Service Professional / Receptionist to be the first friendly face for clients. You will greet guests, answer calls, schedule appointments, and guide clients to the right tax professional.

This in-person role supports daily office operations, manages check-in and document intake, keeps the office organized, and collaborates with tax professionals to ensure a smooth client experience through tax season.