Tax Office Receptionist & Client Concierge

H&R Block, Inc.; San Anselmo (CA); On-site; USD 23,000 - 37,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage check-in, and coordinate scheduling in person. You will support daily office operations and collaborate with tax professionals to ensure a smooth client experience during tax season.

This in-person role offers training and room for advancement into tax preparation or office leadership as you gain experience within a supportive team environment.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills.
• Ability to multitask and manage priorities.
• Organizational skills with attention to detail.
• Comfort using basic computer tools (Office, Teams, scheduling).
• 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

Customer service

Multitasking

Communication

Organization

Tech literacy

Evenings & weekends

Education

High school diploma

Tools

MS Office

Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage check-in, and coordinate scheduling in person. You will support daily office operations and collaborate with tax professionals to ensure a smooth client experience during tax season.

This in-person role offers training and room for advancement into tax preparation or office leadership as you gain experience within a supportive team environment.