In-Person Client Experience Specialist (Tax Office)

H&R Block, Inc.; Lafayette (IN); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Lafayette, IN is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage check-in, and coordinate with tax professionals.

This in-person role supports scheduling, office operations, and a welcoming client experience. It offers training and a clear path into tax services or office leadership with team support, especially during tax season. Availability in evenings and weekends is required.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills for collaboration with team members and client service.
• Ability to multitask and prioritize throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort with Microsoft Office, Teams, and scheduling systems.
• Availability to work evenings and weekends during tax season.
• High school diploma or GED.
• Experience in hospitality, call center, customer service or medical industries.
• Experience in receptionist/front desk/administrative support.
• Experience in a tax office, CPA firm, or financial services environment.

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

Client service

Interpersonal skills

Multitasking

Attention to detail

Professional communication

Evening/weekend availability

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. in Lafayette, IN is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage check-in, and coordinate with tax professionals.

This in-person role supports scheduling, office operations, and a welcoming client experience. It offers training and a clear path into tax services or office leadership with team support, especially during tax season. Availability in evenings and weekends is required.