Block Advisors Client Service Professional

H&R Block • Broomfield, CO

3d • Onsite

About The Position

As a seasonal Client Service Professional / Receptionist at H&R Block, you will serve as the welcoming first impression for clients. You will manage client scheduling, support daily office operations, and work alongside tax professionals. The role includes training and support and may provide a stepping stone into tax preparation or office leadership. This is an in-person position, not a remote role.

Requirements

• Experience working in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve 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, such as Microsoft Office, Teams, and scheduling systems.
• Availability to work evenings and weekends during tax season.

Nice To Haves

• High school diploma/GED or equivalent.
• Previous experience in hospitality, call center, customer service, or medical industries.
• Previous experience in a receptionist, front desk, or administrative support role.
• Experience working in a tax office, CPA firm, or financial services environment.

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 appropriate 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.

Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents.
• H&R Block Retirement Savings Plan (401(k) Plan).
• Employee Assistance Program.
• (Virtual) fitness center programs.
• Associate discount program.
• Business Travel Accident Insurance.
• Associate Tax Prep benefit.
• Potential participation in incentive compensation or short-term incentive plans.

What This Job Offers

• Education Level: No Education Listed