Seasonal Client Services & Scheduling Concierge

H&R Block, Inc.; Amelia (OH); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block is seeking a Seasonal Client Service Professional/Receptionist to warmly greet clients, answer phones, and route them to the right tax professional. You will schedule appointments, ensure clients’ needs are met across in-person, phone, or virtual channels, and keep the office tidy with the team. Flexible locations and hours may be required.

The role emphasizes strong customer service, multitasking, and proficiency with Microsoft Office in a fast-paced environment.

Qualifications

• Experience in a fast-paced customer-facing environment.
• Ability to multitask and stay organized.
• Proficiency with Microsoft Office and basic computer skills.

Responsibilities

• Answer phones and greet clients in a personalized, friendly, and inviting manner.
• Match clients with the best-suited tax professional for their needs.
• Schedule clients as requested by the client.
• Ensure all client needs are met during service in person, over the phone, or virtually.
• Maintain office cleanliness and organization with the team.
• Other duties as assigned.

Skills

Customer service

Multi-tasking

Time management

Organizational skills

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block is seeking a Seasonal Client Service Professional/Receptionist to warmly greet clients, answer phones, and route them to the right tax professional. You will schedule appointments, ensure clients’ needs are met across in-person, phone, or virtual channels, and keep the office tidy with the team. Flexible locations and hours may be required.

The role emphasizes strong customer service, multitasking, and proficiency with Microsoft Office in a fast-paced environment.