Tax-Season Client Services Concierge

H&R Block, Inc.; Waukesha (WI); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to warmly greet clients, handle scheduling, and support day-to-day office operations in person. The role offers training and a path into tax preparation or office leadership within a collaborative team of tax professionals.

The position requires availability in the evenings and weekends during tax season and a professional, confidential approach to handling client information.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills for team collaboration and client service.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools.
• 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

Client service

Interpersonal skills

Multitasking

Organization

Computer literacy

Evenings/weekends availability

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 warmly greet clients, handle scheduling, and support day-to-day office operations in person. The role offers training and a path into tax preparation or office leadership within a collaborative team of tax professionals.

The position requires availability in the evenings and weekends during tax season and a professional, confidential approach to handling client information.