Block Advisors Client Service Professional

H&R Block • Edina, MN

3d • Onsite

About The Position

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

The position involves greeting clients, answering calls, scheduling appointments, matching clients with tax professionals, managing check-in and intake, scanning and organizing documents, maintaining office organization and cleanliness, collaborating with colleagues, and handling sensitive client information confidentially.

The position offers an hourly pay range of $11.41 to $27.00. Individual pay decisions depend on job-related factors including experience, education, skills, performance, and work location. Successful candidates may be eligible for incentive compensation or short-term incentive plans. Qualifying associates may enroll in medical and prescription drug coverage and the H&R Block Retirement Savings Plan (401(k)); they may also participate in the Employee Assistance Program, virtual fitness center programs, and the associate discount program. Associates are automatically enrolled in Business Travel Accident Insurance and receive an Associate Tax Prep benefit.

Requirements

• Experience working in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills, including the ability to collaborate with team members and serve clients professionally.
• Ability to multitask and manage competing priorities throughout the day.
• Organizational skills, 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, a 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.
• Answer phone calls, schedule appointments, and match clients with the appropriate tax professional based on their needs.
• Manage client check-in and intake, 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 support 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)).
• 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

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed