Seasonal In-Person Client Concierge and Receptionist

H&R Block, Inc.; Town of Cobleskill (NY); On-site; USD 22,000 - 37,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to welcome clients and manage daily office operations in person.

You will greet clients, schedule appointments, and match clients with tax professionals, while maintaining confidentiality and a professional environment. This in-person role requires strong communication, multitasking, and organizational skills, with availability for 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 priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools (MS 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 based on their needs.
• 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

Fast-paced environment

Interpersonal skills

Multitasking

Detail orientation

Microsoft Office/Teams

Scheduling systems

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to welcome clients and manage daily office operations in person.

You will greet clients, schedule appointments, and match clients with tax professionals, while maintaining confidentiality and a professional environment. This in-person role requires strong communication, multitasking, and organizational skills, with availability for evenings and weekends during tax season.