Seasonal Client Concierge for Tax Season

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

Job summary

H&R Block is seeking a Seasonal Client Service Professional / Receptionist to warmly greet clients, manage check-ins, and support daily office operations in person. You will schedule appointments, connect clients with tax professionals, and maintain a professional, organized front desk environment.

This role offers in-person work during tax season, with opportunities to learn and grow into tax prep or office leadership as you collaborate with experienced tax professionals and team members,

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills; collaborate effectively with team and clients.
• Ability to multitask and manage competing priorities while staying organized.

Responsibilities

• Greet clients 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, including scanning and organizing documents.
• Maintain office organization and cleanliness to support a smooth client experience.
• Collaborate with tax professionals to ensure seamless daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

Fast-paced environment

Interpersonal skills

Multitasking

Organizational skills

Office software

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 greet clients, manage check-ins, and support daily office operations in person. You will schedule appointments, connect clients with tax professionals, and maintain a professional, organized front desk environment.

This role offers in-person work during tax season, with opportunities to learn and grow into tax prep or office leadership as you collaborate with experienced tax professionals and team members,