Block Advisors Client Service Professional at H&R Block | New London, WI, US | Rezi

Block Advisors Client Service Professional at H&R Block

Block Advisors Client Service Professional

H&R Block · New London, WI, US

3 weeks ago

Block Advisors Client Service Professional

H&R Block · New London, WI, US

21 days ago
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About the Role

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.

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

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
  • 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

Skills

  • Interpersonal skills
  • Communication skills
  • Multitasking
  • Organizational skills
  • Attention to detail
  • Follow-through
  • Basic computer proficiency
  • Microsoft Office
  • Microsoft Teams
  • Scheduling systems

Location

  • In-person

Work Type

  • Seasonal
  • Full-time

Experience Level

  • Entry Level

Education Level

  • High school diploma/GED or equivalent

Benefits

  • Competitive pay
  • Comprehensive benefits

About the Company

  • 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.
  • We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.