
Job Overview
Employment Type
Temporary
Work Schedule
Flexible
Benefits
Health Insurance
Dental Insurance
Paid Time Off
flexible schedule
Employee Discounts
Job Description
H&R Block is a leading tax preparation company known for providing expert tax services to individuals and businesses. Established over six decades ago, H&R Block has built a strong reputation for helping millions of clients navigate the complexities of tax filing and financial decisions. With thousands of offices across the United States and around the world, the company prides itself on delivering personalized service, expert advice, and innovative tax solutions. H&R Block operates as a professional service firm specializing in tax preparation, accounting, and various financial services. It offers seasonal and full-time employment opportunities, catering to a diverse workforce committed to helping clients achieve confident and informed financial decisions.
The role of a Client Service Professional/Receptionist at H&R Block is a critical position that focuses on creating positive client experiences during the busy tax season. This seasonal role centers on managing client interactions with professionalism, courtesy, and efficiency. The successful candidate will play an essential part in connecting clients with suitable tax professionals and guiding them through the scheduling process based on their preferences. By acting as the first point of contact for clients, the Client Service Professional/Receptionist ensures a welcoming environment that emphasizes personalized service.
This role demands strong organizational and multitasking abilities, as the Client Service Professional must juggle answering phones, greeting clients, and maintaining office operations smoothly. The individual will help manage client needs not just in person but also over the phone or through virtual channels, ensuring all clients feel valued and supported throughout their service experience. The position also includes responsibilities such as keeping the office clean and organized alongside team members and completing various administrative duties as assigned.
Moreover, H&R Block values candidates who bring previous customer service experience and familiarity working in fast-paced environments, enhancing their ability to manage multiple priorities efficiently. Proficiency in Microsoft Office and strong time management skills are essential qualifications that help drive success in this position.
This role offers an excellent opportunity for those interested in gaining experience in customer relations, administrative support, and the financial services industry within a reputable and established company. The employment is seasonal, aligning with peak tax filing periods typically from January through April, and provides a competitive wage consistent with industry standards for similar roles. Working at H&R Block allows employees to contribute meaningfully by supporting individuals through important financial decisions and strengthening client relationships year after year.
The role of a Client Service Professional/Receptionist at H&R Block is a critical position that focuses on creating positive client experiences during the busy tax season. This seasonal role centers on managing client interactions with professionalism, courtesy, and efficiency. The successful candidate will play an essential part in connecting clients with suitable tax professionals and guiding them through the scheduling process based on their preferences. By acting as the first point of contact for clients, the Client Service Professional/Receptionist ensures a welcoming environment that emphasizes personalized service.
This role demands strong organizational and multitasking abilities, as the Client Service Professional must juggle answering phones, greeting clients, and maintaining office operations smoothly. The individual will help manage client needs not just in person but also over the phone or through virtual channels, ensuring all clients feel valued and supported throughout their service experience. The position also includes responsibilities such as keeping the office clean and organized alongside team members and completing various administrative duties as assigned.
Moreover, H&R Block values candidates who bring previous customer service experience and familiarity working in fast-paced environments, enhancing their ability to manage multiple priorities efficiently. Proficiency in Microsoft Office and strong time management skills are essential qualifications that help drive success in this position.
This role offers an excellent opportunity for those interested in gaining experience in customer relations, administrative support, and the financial services industry within a reputable and established company. The employment is seasonal, aligning with peak tax filing periods typically from January through April, and provides a competitive wage consistent with industry standards for similar roles. Working at H&R Block allows employees to contribute meaningfully by supporting individuals through important financial decisions and strengthening client relationships year after year.
Job Requirements
- High school diploma or equivalent
- Ability to work flexible schedule and/or in multiple locations
- Sales/marketing experience
Job Qualifications
- Experience working in a fast-paced environment
- Previous experience in a customer service environment
- Ability to multi-task
- Strong organizational and time-management skills
- Computer proficient with the ability to use Microsoft Office
Job Duties
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs
- Schedule clients how they would like to be scheduled
- Help to ensure all clients needs have been met during service both in person, over the phone or virtually
- Maintain office cleanliness and organization of resources with team members
- Other duties as assigned
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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