H&R Block logo

Receptionist - Franchise Location

Job Overview

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Employment Type

Temporary
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Work Schedule

Flexible
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Benefits

Health Insurance
Paid Time Off
Employee Discounts

Job Description

H&R Block is a renowned tax preparation company known for its commitment to delivering exceptional service and guidance to individuals seeking assistance with their tax needs. Founded decades ago, this company has become a trusted name in the financial services industry, offering expertise in tax preparation, financial advice, and related services to millions of clients every year. H&R Block operates numerous offices across various locations, providing convenient access to professional tax help for different client types, including individuals, families, and businesses. As a company, H&R Block values its clients and emphasizes building lasting relationships by offering personalized service, expertise, and care.

Joining H&R Block as a seasonal Client Service Professional/Receptionist means becoming part of a vibrant team focused on making a positive impact on clients' financial lives. This temporary role emphasizes client interaction and service excellence during peak tax season. The Client Service Professional/Receptionist acts as the first point of contact for clients, providing a warm and professional welcome, answering phones promptly, and ensuring clients are matched with the right tax professional. Responsibilities extend beyond the front desk as you will schedule appointments according to client preferences, maintain accurate records, and coordinate resources efficiently. This role requires excellent multitasking and organizational skills, along with the ability to thrive in a fast-paced environment.

The position typically operates on a seasonal basis, catering to the busiest period of the year for tax preparation services. It is ideal for individuals who enjoy working with people, have a strong customer service mindset, and are eager to support clients in making informed decisions about their financial futures. By helping clients through various channels — in person, over the phone, or virtually — the Client Service Professional/Receptionist ensures that clients' needs are thoroughly met. This role contributes significantly to the overall client experience and satisfaction, which are central to H&R Block's mission of empowering individuals with confidence and clarity around their financial obligations.

Aside from client-facing duties, this role also involves maintaining the office environment, ensuring that the workspace stays organized and resources are easily accessible for team members. Flexibility, attentiveness, and a proactive attitude are valuable traits for success in this position. Prior experience in customer service, along with proficiency in basic computer applications such as Microsoft Office, enables the Client Service Professional/Receptionist to perform effectively and manage multiple tasks simultaneously.

Overall, this is an excellent opportunity for those seeking a rewarding seasonal position in a well-established company that values quality customer interactions and professional growth. It offers a chance to be part of a team dedicated to helping clients navigate important financial decisions while gaining valuable experience in a dynamic workplace setting.

Job Requirements

  • High school diploma or equivalent
  • 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
  • ability to work flexible schedule and/or in multiple locations

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
  • high school diploma or equivalent
  • ability to work flexible schedule and/or in multiple locations
  • sales/marketing experience

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)


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