Seasonal Client Experience Specialist

H&R Block, Inc.

Lansdale (Montgomery County)

On-site

USD 21,000 - 30,000

Full time

4 days ago
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Job summary

H&R Block is seeking a seasonal Client Service Professional / Receptionist to warmly welcome clients and manage scheduling in a busy tax office. This in-person role supports daily operations, including check-in, document handling, and collaboration with tax professionals.

It offers exposure to tax preparation and possible advancement within the office team. The position is seasonal and on-site, with evenings and weekend shifts during tax season, contributing to a high-performing, client-centric

Qualifications

  • Experience working in a fast-paced, client-centric environment.
  • Strong interpersonal and communication skills, with the ability to collaborate effectively 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 (e.g., Microsoft Office, Teams and 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

Fast-paced environment
Interpersonal skills
Communication
Multitasking
Organizational skills
Tech/digital tools

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 welcome clients and manage scheduling in a busy tax office. This in-person role supports daily operations, including check-in, document handling, and collaboration with tax professionals.

It offers exposure to tax preparation and possible advancement within the office team. The position is seasonal and on-site, with evenings and weekend shifts during tax season, contributing to a high-performing, client-centric

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