In-Office Client Experience Specialist

H&R Block, Inc.; Wellington (OH); On-site; USD 19,000 - 28,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to be the welcoming face of the office, handling client check-in, scheduling, and front-desk operations.

This in-person role offers training with a path into tax preparation or leadership, including evenings and weekends during tax season.

Join a team of tax professionals dedicated to client service, confidentiality, and a positive office experience.

Qualifications

• Fast-paced, client-centric role requiring professionalism.
• Strong interpersonal and communication skills with clients and team.
• Ability to multitask and manage competing priorities.
• Excellent organizational skills and attention to detail.
• Proficiency with Microsoft Office, Teams, and scheduling software.

Responsibilities

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

Skills

Fast-paced environment experience

Interpersonal / communication skills

Multitasking

Organizational skills

Computer literacy (Office, Teams, apps

Education

High school diploma/GED

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Job description

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to be the welcoming face of the office, handling client check-in, scheduling, and front-desk operations.

This in-person role offers training with a path into tax preparation or leadership, including evenings and weekends during tax season.

Join a team of tax professionals dedicated to client service, confidentiality, and a positive office experience.