Seasonal Client Service Specialist

H&R Block, Inc.; Hicksville (NY); On-site; USD 23,000 - 37,000; Full time

Job summary

H&R Block is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for every client. You’ll manage client scheduling, check-in and intake, and support daily office operations alongside tax professionals in a in-person, office-based role during tax season.

Greet clients warmly, answer calls, match clients with the right tax professional, and maintain an organized, confidential workspace while contributing to a professional client experience.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail.
• Comfort using 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

Interpersonal skills

Communication

Multitasking

Organizational skills

Customer service

Scheduling

Education

High school diploma or GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for every client. You’ll manage client scheduling, check-in and intake, and support daily office operations alongside tax professionals in a in-person, office-based role during tax season.

Greet clients warmly, answer calls, match clients with the right tax professional, and maintain an organized, confidential workspace while contributing to a professional client experience.