Tax-Season Front Desk Pro — Client Services

H&R Block, Inc.

Costa Mesa (CA)

On-site

USD 23,000 - 37,000

Full time

6 days ago
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Job summary

H&R Block, Inc. in Costa Mesa, CA is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations in person.

This role offers hands-on exposure to tax preparation and potential growth into office leadership while working evenings and weekends during tax season. The ideal candidate will have strong interpersonal skills, excel in a fast-paced environment, and be proficient with Microsoft Office and scheduling tools.

Qualifications

  • Experience in a fast-paced, client-centric environment.
  • Strong interpersonal and communication skills to serve clients professionally.
  • Ability to multitask and manage competing priorities.
  • Excellent organizational skills with attention to detail.
  • Comfort with basic computer programs and scheduling tools.
  • Availability to work evenings and weekends during tax season.

Responsibilities

  • Greet clients and provide a welcoming first impression for the office.
  • Answer phone calls, schedule appointments, and match clients with the right tax professional.
  • Manage client check-in and intake, including document handling.
  • Maintain organized, clean office to support a professional client experience.
  • Collaborate with tax professionals to ensure smooth daily operations.
  • Handle sensitive client information with confidentiality and care.

Skills

Interpersonal skills
Multitasking
Organizational skills
Microsoft Office
Scheduling systems
Evening/weekend availability

Education

High school diploma/GED or equivalent

Tools

Microsoft Office
Teams
Scheduling systems

Job description

H&R Block, Inc. in Costa Mesa, CA is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations in person.

This role offers hands-on exposure to tax preparation and potential growth into office leadership while working evenings and weekends during tax season. The ideal candidate will have strong interpersonal skills, excel in a fast-paced environment, and be proficient with Microsoft Office and scheduling tools.

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