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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. 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
Skills
- Interpersonal skills
- Communication skills
- Multitasking
- Organizational skills
- Attention to detail
- Follow-through
- Basic computer programs
- Digital tools
- Microsoft Office
- Microsoft Teams
- Scheduling systems
Location
- SAN FRANCISCO CA
Work Type
- In-person
- Seasonal
Experience Level
- Entry Level
Education Level
- High school diploma/GED or equivalent
Salary/Compensations
- $19.61 - $27.00/Hr.
Benefits
- Medical and prescription drug coverage
- 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
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.