In-Person Client Services Concierge – Evenings/Weekends

H&R Block, Inc.; San Bruno (CA); On-site; USD 23,000 - 37,000; Full time

Job summary

H&R Block is seeking a Seasonal Client Service Professional / Receptionist to warmly welcome clients, manage scheduling, and support daily office operations. This in-person role will collaborate with tax professionals to ensure a smooth, professional client experience throughout the tax season.

As the face of the office, you will handle check-in, document intake, and routing clients to the appropriate tax professional. Availability to work evenings and weekends is expected.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills.
• 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 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

Organizational skills

Computer literacy

Scheduling experience

Phone etiquette

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block is seeking a Seasonal Client Service Professional / Receptionist to warmly welcome clients, manage scheduling, and support daily office operations. This in-person role will collaborate with tax professionals to ensure a smooth, professional client experience throughout the tax season.

As the face of the office, you will handle check-in, document intake, and routing clients to the appropriate tax professional. Availability to work evenings and weekends is expected.