Seasonal Client Service Specialist — In-Person

H&R Block, Inc.; San Ramon (CA); On-site; USD 23,000 - 37,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) plan

Employee Assistance Program

Business Travel Accident Insurance

Associate discount program

Job summary

H&R Block in San Ramon, CA seeks a seasonal Client Service Professional/Receptionist to greet clients, manage scheduling, and support daily office operations. This in-person role offers a pathway into tax preparation or leadership within a tax office environment.

You'll handle check-ins, document intake, and collaboration with tax professionals while maintaining confidentiality. Availability for evenings/weekends during tax season is required.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and professional communication with clients.
• Ability to multitask and manage priorities throughout the day.
• Excellent organizational skills and attention to detail.
• Comfort with basic computer programs and scheduling tools, including Teams.

Responsibilities

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

Skills

Customer service

Interpersonal skills

Multitasking

Organizational skills

Communication

Education

High school diploma/GED

Tools

Microsoft Office

Scheduling systems

Teams

Job description

H&R Block in San Ramon, CA seeks a seasonal Client Service Professional/Receptionist to greet clients, manage scheduling, and support daily office operations. This in-person role offers a pathway into tax preparation or leadership within a tax office environment.

You'll handle check-ins, document intake, and collaboration with tax professionals while maintaining confidentiality. Availability for evenings/weekends during tax season is required.