Client Service Professional at H&R Block | CA, US | Rezi

Client Service Professional at H&R Block

Client Service Professional

H&R Block · CA, US

5 days ago

Client Service Professional

H&R Block · CA, US

5 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. 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

Location

  • SAN FRANCISCO CA

Work Type

  • In-person

Education Level

  • High school diploma/GED or equivalent

Salary/Compensations

  • $18.15 - $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.