Tax Season Client Concierge

H&R Block

Naples (FL)

On-site

USD 19,000 - 28,000

Part time

5 days ago
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Job summary

H&R Block is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations in person. You will connect clients with the appropriate tax professional, maintain smooth check-in, and help keep a professional, organized office environment.

This role emphasizes strong interpersonal skills, confidentiality, and the ability to multitask during tax season, with in-person duties at our Naples, FL location.

Qualifications

  • Experience in fast-paced, client-centric environments.
  • Strong interpersonal and communication skills.
  • Ability to multitask and manage priorities throughout the day.
  • Organizational skills with attention to detail.
  • Willingness to work evenings and weekends during tax season.

Responsibilities

  • Greet clients and be the face of the office.
  • Answer calls, schedule appointments, and match clients with tax professionals.
  • Manage client check-in and intake, including scanning documents.
  • Maintain office organization and cleanliness.
  • Collaborate with tax professionals to ensure smooth daily operations.
  • Handle sensitive client information with discretion.

Skills

Interpersonal skills
Communication skills
Multitasking
Organizational skills
Microsoft Office
Scheduling systems

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 welcome clients, manage scheduling, and support daily office operations in person. You will connect clients with the appropriate tax professional, maintain smooth check-in, and help keep a professional, organized office environment.

This role emphasizes strong interpersonal skills, confidentiality, and the ability to multitask during tax season, with in-person duties at our Naples, FL location.

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