Seasonal Client Services Agent - Tax Office Front Desk

H&R Block, Inc.; Winfield (AL); Vor Ort; USD 17.000 - 22.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Winfield, AL is seeking a Seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support office operations alongside tax professionals. This in-person role offers training and a path into tax prep or office leadership.

Responsibilities include answering calls, checking in clients, organizing documents, and maintaining a welcoming, confidential environment during tax season. Evening and weekend availability is required.

Qualifikationen

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail.
• Comfort with basic computer programs (Office, Teams, scheduling).
• Availability to work evenings and weekends during tax season.

Aufgaben

• Greet clients warmly and create a welcoming first impression.
• Answer calls, schedule appointments, and match clients with tax professionals.
• Manage client check-in and intake, including documents.
• Maintain office organization and cleanliness.
• Collaborate with tax professionals to ensure smooth operations.
• Handle sensitive client information with confidentiality and discretion.

Kenntnisse

Interpersonal skills

Communication skills

Multitasking

Organizational skills

Team collaboration

Ausbildung

High school diploma/GED or equivalent

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Jobbeschreibung

H&R Block, Inc. in Winfield, AL is seeking a Seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support office operations alongside tax professionals. This in-person role offers training and a path into tax prep or office leadership.

Responsibilities include answering calls, checking in clients, organizing documents, and maintaining a welcoming, confidential environment during tax season. Evening and weekend availability is required.