Client Service Professional
Key Skills
Job Description
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.
- 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
Required Qualifications
- 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
Preferred Qualifications
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
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Sponsored Job
Burr-22512-GRAND RAPIDS MI
Core Responsibilities
The Client Service Professional acts as the welcoming face of the office by managing client scheduling, intake processes, and daily operations. They collaborate with tax professionals to ensure a seamless client experience while maintaining office organization and confidentiality.
Requirements
Candidates should have experience in a fast-paced, client-centric environment with strong interpersonal and organizational skills. Proficiency in basic computer programs and the ability to work evenings and weekends during tax season are required.
Benefits
- Competitive pay
- Comprehensive benefits
About H&R Block
Industry: Financial Services
Company size: 10,001+ employees
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!