Seasonal Client Service Concierge (In-Person)

H&R Block, Inc.; Mooresville (NC); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. in Mooresville, NC is seeking a Seasonal Client Service Professional/Receptionist to greet clients, manage check-in, schedule appointments, and support daily office operations as the friendly, professional first impression.

This in-person role offers training and opportunities to learn tax preparation paths, with duties including answering calls, matching clients with tax professionals, handling documents, keeping the office organized, and maintaining strict confidentiality

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

Client service

Communication

Multitasking

Attention to detail

Office organization

Confidentiality

Education

High school diploma/GED or equivalent

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. in Mooresville, NC is seeking a Seasonal Client Service Professional/Receptionist to greet clients, manage check-in, schedule appointments, and support daily office operations as the friendly, professional first impression.

This in-person role offers training and opportunities to learn tax preparation paths, with duties including answering calls, matching clients with tax professionals, handling documents, keeping the office organized, and maintaining strict confidentiality