In-Office Client Experience Specialist (Evenings/Weekends)

H&R Block, Inc.; Wauwatosa (WI); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients and manage daily office operations in-person at our Wisconsin office. You will schedule appointments, match clients with the right tax professional, and support the team with welcoming, organized reception and document handling.

The role emphasizes confidentiality, professional client interaction, and a path into tax preparation or office leadership with training and support during tax season.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills to collaborate with team and serve clients professionally.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools.
• Availability to work evenings and weekends during peak 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

Fast-paced environment

Interpersonal skills

Multitasking

Organizational skills

Computer literacy (Office/Teams)

Evenings/weekends availability

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 greet clients and manage daily office operations in-person at our Wisconsin office. You will schedule appointments, match clients with the right tax professional, and support the team with welcoming, organized reception and document handling.

The role emphasizes confidentiality, professional client interaction, and a path into tax preparation or office leadership with training and support during tax season.