Tax Season Client Concierge & Scheduler

H&R Block, Inc.; Toledo (IA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block in Iowa is seeking a seasonal Client Service Professional / Receptionist to greet clients and manage the front desk with a warm, professional presence.

You will answer calls, schedule appointments, direct clients to the right tax professional, and handle check-in and document intake while maintaining an organized, confidential office environment. This in-person role offers opportunities to grow into tax prep or leadership.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for collaborating with team members and serving 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, 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

Interpersonal skills

Multitasking

Organizational skills

Computer proficiency

Customer service

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block in Iowa is seeking a seasonal Client Service Professional / Receptionist to greet clients and manage the front desk with a warm, professional presence.

You will answer calls, schedule appointments, direct clients to the right tax professional, and handle check-in and document intake while maintaining an organized, confidential office environment. This in-person role offers opportunities to grow into tax prep or leadership.