Client Service Professional

H&R Block•Lavonia, GA

10d•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 provide a stepping stone into tax preparation or office leadership. This is an in-person, non-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.