Tax Office Client Experience Specialist

H&R Block, Inc.

South Bend (IN)

On-site

USD 17,000 - 25,000

Part time

3 days ago
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Benefits offered by this job

Competitive pay
Training provided
Opportunities for growth

Job summary

H&R Block, Inc. in South Bend, IN is seeking a Seasonal Client Service Professional / Receptionist to welcome clients and support daily office operations during tax season.

This in-person role focuses on creating a professional client experience and coordinating with tax professionals. You will greet clients, schedule appointments, manage check-ins, and handle confidential information with care while collaborating with the team to maintain smooth office workflow.

Qualifications

  • Experience working in a fast-paced, client-centric environment.
  • Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally.
  • Ability to multitask and manage competing priorities throughout the day.
  • Organizational skills with attention to detail and follow-through.
  • Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
  • Availability to work evenings and weekends during tax season

Responsibilities

  • Greet clients, and create a welcoming, professional first impression as the face of the office.
  • Answer phone calls, schedule appointments, 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

Interpersonal communication
Multitasking
Organizational skills
Office software
Evenings and weekend availability

Education

High school diploma/GED

Tools

Microsoft Office
Teams
Scheduling systems

Job description

H&R Block, Inc. in South Bend, IN is seeking a Seasonal Client Service Professional / Receptionist to welcome clients and support daily office operations during tax season.

This in-person role focuses on creating a professional client experience and coordinating with tax professionals. You will greet clients, schedule appointments, manage check-ins, and handle confidential information with care while collaborating with the team to maintain smooth office workflow.

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