Seasonal Front Desk Client Concierge (In-Person)

H&R Block, Inc.

Mission Viejo (CA)

On-site

USD 23,000 - 37,000

Full time

45 hours ago
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Job summary

H&R Block is seeking a seasonal Client Service Professional / Receptionist to greet clients and support daily office operations in our Mission Viejo, CA location. You will manage scheduling, intake, and document handling, acting as the welcoming face of the office and guiding clients to the right tax professional.

With training and teamwork, this role can lead to tax preparation opportunities or office leadership.

Qualifications

  • Experience in fast-paced, client-centric environments.
  • Strong interpersonal and communication skills.
  • Ability to multitask and manage priorities throughout the day.
  • Excellent organizational abilities and attention to detail.
  • Proficient with basic computer programs and scheduling tools.
  • Availability for evenings and weekends during tax season.

Responsibilities

  • Greet clients warmly as the face of the office.
  • Answer calls, schedule appointments, and match clients with tax pros.
  • Manage client check-in and intake, including document scanning.
  • Maintain clean, organized office for a professional experience.
  • Collaborate with tax professionals to ensure smooth daily operations.
  • Handle sensitive client information with confidentiality.

Skills

Customer service
Interpersonal skills
Multitasking
Organization
Communication
Tech savvy

Education

High school diploma or equivalent

Tools

Microsoft Office
Teams
Scheduling systems

Job description

H&R Block is seeking a seasonal Client Service Professional / Receptionist to greet clients and support daily office operations in our Mission Viejo, CA location. You will manage scheduling, intake, and document handling, acting as the welcoming face of the office and guiding clients to the right tax professional.

With training and teamwork, this role can lead to tax preparation opportunities or office leadership.

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