Block Advisors CSP

H&R Block • Bluffton, IN

77d

About The Position

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Nice To Haves

• Ability to work flexible schedule and/or in multiple locations
• Sales/marketing experience

Responsibilities

• 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

Benefits

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Medical Coverage
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees