Receptionist - Franchise Location

H&R Block; Twin Lakes (WI); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect them with the right tax professional. You’ll help schedule appointments and ensure each client’s needs are met in person, over the phone, or virtually.

Ideal candidates bring fast-paced experience, strong organization, and proficiency with Microsoft Office. A high school diploma or equivalent is required, and flexibility to work at multiple locations is a plus.

Qualifications

• Experience in a fast-paced customer service environment.
• Ability to multitask and stay organized.
• Proficient with Microsoft Office applications.

Responsibilities

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

Skills

Customer service

Multi-tasking

Organizational skills

Time-management

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

About The Role

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future.

What You’ll Bring To The Team

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

Your Expertise

• Experience working in a fast-paced environment
• Previous experience in a customer service environment
• Ability to multi-task
• Strong organizational and time-management skills
• Computer proficient with the ability to use Microsoft Office

Preferred Qualifications

• High school diploma or equivalent
• Ability to work flexible schedule and/or in multiple locations
• Sales/marketing experience

1

This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.