Seasonal Client Concierge - Tax Office Receptionist

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

Job summary

H&R Block, Inc. in San Clemente, CA, is seeking an in-person Seasonal Client Service Professional / Receptionist. You will greet clients, manage check-in, schedule appointments, and support daily office operations alongside tax professionals.

This role emphasizes excellent customer service, organization, and discretion with sensitive information. Evening and weekend availability during tax season is required, with opportunities to advance into tax prep or office leadership.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills, with the ability to collaborate with team members and 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 and digital tools (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

Client service

Interpersonal skills

Communication

Multitasking

Organization

Adaptability

Education

High School Diploma or GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. in San Clemente, CA, is seeking an in-person Seasonal Client Service Professional / Receptionist. You will greet clients, manage check-in, schedule appointments, and support daily office operations alongside tax professionals.

This role emphasizes excellent customer service, organization, and discretion with sensitive information. Evening and weekend availability during tax season is required, with opportunities to advance into tax prep or office leadership.