Seasonal Client Experience Specialist (In-Office)

H&R Block, Inc.; Town of Middleton (WI); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block in Wisconsin is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for every client. This in-person role manages client scheduling, supports daily office operations, and works with tax professionals to ensure a smooth client experience.

You will greet clients warmly, handle check-in and intake, ensure organization, and help match clients with the right tax professional.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client service.

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

Communication

Teamwork

Job description

H&R Block in Wisconsin is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for every client. This in-person role manages client scheduling, supports daily office operations, and works with tax professionals to ensure a smooth client experience.

You will greet clients warmly, handle check-in and intake, ensure organization, and help match clients with the right tax professional.