Client Service Professional - Seasonal

H&R Block•New London, CT

9d•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 role is in-person and not remote. The position involves greeting clients, answering calls, scheduling appointments, supporting check-in and intake, organizing documents, maintaining the office, collaborating with tax professionals, and handling sensitive client information confidentially.

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 (e.g., 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