In-Office Client Services Coordinator - Tax Season Ready

H&R Block, Inc.

Broken Arrow (OK)

On-site

USD 17,000 - 25,000

Full time

6 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 in Broken Arrow, Oklahoma. The role involves greeting clients, handling check-in, scheduling, and coordinating with tax professionals to match client needs with the right expert.

This in-person, tax-season role requires strong communication, multitasking, and organizational skills. Candidates should be comfortable with Microsoft Office and scheduling systems, and be available

Qualifications

  • 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
Multitasking
Attention to detail
Customer service

Education

High school diploma

Tools

Microsoft Office
Teams
Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office in Broken Arrow, Oklahoma. The role involves greeting clients, handling check-in, scheduling, and coordinating with tax professionals to match client needs with the right expert.

This in-person, tax-season role requires strong communication, multitasking, and organizational skills. Candidates should be comfortable with Microsoft Office and scheduling systems, and be available

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