Block Advisors Client Service Professional

H&R Block • Belmont, CA

3d • Onsite

About The Position

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

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 right 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

• Competitive pay and comprehensive 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

• Career Level: Entry Level
• Education Level: No Education Listed