Seasonal Client Experience Concierge

H&R Block, Inc.; San Francisco (CA); Presencial; USD 27.000 - 37.000; Jornada completa

Descripción de la vacante

H&R Block in San Francisco, CA is seeking a Client Service Professional / Receptionist to warmly greet clients, manage check-ins, and coordinate scheduling with tax professionals. This in-person role supports daily office operations and team collaboration, offering a pathway into tax preparation or office leadership.

The position requires strong communication and multitasking abilities, with availability for evenings and weekends during tax season, and proficiency with basic office software and

Formación

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage priorities.
• Organizational skills with attention to detail.

Responsabilidades

• 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

Conocimientos

Client service

Communication

Multitasking

Office software

Evening availability

Educación

High school diploma or GED

Herramientas

Microsoft Office

Scheduling software

Teams

Descripción del empleo

H&R Block in San Francisco, CA is seeking a Client Service Professional / Receptionist to warmly greet clients, manage check-ins, and coordinate scheduling with tax professionals. This in-person role supports daily office operations and team collaboration, offering a pathway into tax preparation or office leadership.

The position requires strong communication and multitasking abilities, with availability for evenings and weekends during tax season, and proficiency with basic office software and