Seasonal Front Desk & Client Concierge — Tax Season

H&R Block, Inc.

Santa Ana (CA)

On-site

USD 23,000 - 37,000

Full time

6 days ago
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Job summary

H&R Block, Inc. in Santa Ana, CA is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage check-ins, schedule appointments, and support daily office operations.

This in-person role partners with tax professionals and offers a path into tax preparation or office leadership with training and supportive colleagues.

The position requires strong communication, multitasking, and organizational skills, and is available evenings and weekends during tax season.

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 and follow-through.
  • Comfort using basic computer programs (Office, Teams, 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
  • 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
Basic computer skills

Education

High school diploma/GED

Tools

Microsoft Office
Teams
Scheduling systems

Job description

H&R Block, Inc. in Santa Ana, CA is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage check-ins, schedule appointments, and support daily office operations.

This in-person role partners with tax professionals and offers a path into tax preparation or office leadership with training and supportive colleagues.

The position requires strong communication, multitasking, and organizational skills, and is available evenings and weekends during tax season.

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