Seasonal Client Experience Specialist

H&R Block; Lebanon (VA); On-site; USD 22,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to warmly greet clients, answer phones, and connect them with the right tax professional. You will schedule appointments and help ensure client needs are met across in-person, phone, or virtual interactions.

This role requires a fast-paced, customer-focused mindset, strong organizational skills, and proficiency with Microsoft Office. Ideal for individuals who excel in multitasking and multi-location flexibility.

Qualifications

• Experience in a fast-paced environment.
• Previous experience in a customer service environment.
• Ability to multi-task.
• Strong organizational and time-management skills.
• Proficient with Microsoft Office.

Responsibilities

• Answer phones and greet clients in a personalized, friendly, and inviting manner.
• Match clients with the best-suited tax professional for their needs.
• Schedule clients as they would like to be scheduled.
• Help ensure all clients' needs have been met during service in person, over the phone, or virtually.
• Maintain office cleanliness and organization of resources with team members.
• Other duties as assigned.

Skills

Customer service

Multi-tasking

Microsoft Office

Organization

Time management

Phone/Reception

Education

High school diploma

Tools

Microsoft Office

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to warmly greet clients, answer phones, and connect them with the right tax professional. You will schedule appointments and help ensure client needs are met across in-person, phone, or virtual interactions.

This role requires a fast-paced, customer-focused mindset, strong organizational skills, and proficiency with Microsoft Office. Ideal for individuals who excel in multitasking and multi-location flexibility.