Seasonal Client Concierge — In-Person Receptionist

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

Job summary

H&R Block in Lake Forest, CA seeks a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations. This in-person role offers training and a path toward tax preparation or office leadership. Evening and weekend availability during tax season is expected.

You will collaborate with tax professionals, handle intake, and maintain a professional, organized office environment while safeguarding client information.

Qualifications

• Experience in fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client service.
• 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.
• Manage client check-in and intake processes, including scanning and organizing documents.
• Maintain office organization and cleanliness to support a smooth client experience.
• Collaborate with tax professionals and team members to ensure seamless daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

Customer service

Multitasking

Communication

Team collaboration

Organizational skills

Computer literacy

Education

High school diploma or GED

Tools

MS Office

Teams

Scheduling systems

Job description

H&R Block in Lake Forest, CA seeks a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations. This in-person role offers training and a path toward tax preparation or office leadership. Evening and weekend availability during tax season is expected.

You will collaborate with tax professionals, handle intake, and maintain a professional, organized office environment while safeguarding client information.