Seasonal Client Experience Specialist

H&R Block, Inc.; Town of Sullivan (NY); On-site; USD 22,000 - 37,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients and support daily office operations in person.

You will schedule appointments, route clients to the right tax professional, manage check-in, and maintain a professional, organized office environment in a fast-paced setting. This role emphasizes strong customer service, confidentiality, and collaboration with tax professionals.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools.

Responsibilities

• Greet clients and create a welcoming first impression.
• Answer phone calls, schedule appointments, and match clients with tax professionals.
• Manage client check-in and intake, including scanning and organizing documents.
• Maintain office organization and cleanliness to support a professional experience.
• Collaborate with tax professionals to ensure smooth daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

People skills

Customer service

Communication

Multitasking

Attention to detail

Education

High school diploma/GED or equivalent

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients and support daily office operations in person.

You will schedule appointments, route clients to the right tax professional, manage check-in, and maintain a professional, organized office environment in a fast-paced setting. This role emphasizes strong customer service, confidentiality, and collaboration with tax professionals.