Seasonal Client Experience Specialist (In-Person)

H&R Block, Inc.; Mountain View (CA); On-site; USD 27,000 - 37,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in California. You will greet clients, manage scheduling, and support daily office operations alongside a team of tax professionals.

This in-person role offers training and could lead to opportunities in tax preparation or office leadership. This seasonal position requires strong interpersonal skills, multitasking ability, and reliability during tax season.

Qualifications

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

Customer service

Interpersonal skills

Multitasking

Organizational skills

MS Office

Evenings/weekends availability

Education

High school diploma

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in California. You will greet clients, manage scheduling, and support daily office operations alongside a team of tax professionals.

This in-person role offers training and could lead to opportunities in tax preparation or office leadership. This seasonal position requires strong interpersonal skills, multitasking ability, and reliability during tax season.