In-Person Client Concierge & Scheduler (Receptionist)

H&R Block, Inc.; Carlsbad (CA); In loco; USD 23.000 - 37.000; Part-time

Descrizione del lavoro

H&R Block, Inc. in Carlsbad, CA seeks a seasonal Client Service Professional / Receptionist to greet clients, manage check-ins, and coordinate with tax professionals. The role is in-person and offers a pathway into tax preparation or office leadership with training and support.

Ideal candidates will thrive in a fast-paced, client-centric environment, using basic computer tools and scheduling systems, and be available for evenings and weekends during tax season.

Competenze

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills, with the ability to collaborate 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.

Mansioni

• 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.

Conoscenze

Interpersonal skills

Communication skills

Multitasking

Organizational skills

Computer skills

Evenings/weekends availability

Formazione

High school diploma/GED

Strumenti

Microsoft Office

Teams

Scheduling systems

Descrizione del lavoro

H&R Block, Inc. in Carlsbad, CA seeks a seasonal Client Service Professional / Receptionist to greet clients, manage check-ins, and coordinate with tax professionals. The role is in-person and offers a pathway into tax preparation or office leadership with training and support.

Ideal candidates will thrive in a fast-paced, client-centric environment, using basic computer tools and scheduling systems, and be available for evenings and weekends during tax season.