Seasonal Client Concierge & Receptionist

H&R Block; Cupertino (CA); On-site; USD 26,000 - 37,000; Part time

Job summary

H&R Block is seeking a seasonal Client Service Professional / Receptionist to welcome clients and support daily office operations in-person. You will manage scheduling, assist with check-in and document intake, and work with tax professionals to ensure smooth client experiences.

The role emphasizes confidentiality, discretion, and customer service skills, with potential growth into tax preparation or office leadership through training and support.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills to serve clients professionally.
• Ability to multitask and manage competing priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs (e.g., Microsoft Office, Teams, 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

Customer service

Communication

Team collaboration

Multitasking

Organizational skills

Basic computer literacy

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 welcome clients and support daily office operations in-person. You will manage scheduling, assist with check-in and document intake, and work with tax professionals to ensure smooth client experiences.

The role emphasizes confidentiality, discretion, and customer service skills, with potential growth into tax preparation or office leadership through training and support.