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

Client Service Professional at H&R Block

Client Service Professional

H&R Block · New Berlin, WI, US

5 days ago

Client Service Professional

H&R Block · New Berlin, WI, 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.
  • Answer phone calls, schedule appointments, and match clients with the right tax professional.
  • 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.
  • Ability to collaborate effectively with team members and serve clients professionally.
  • Ability to multitask and manage competing priorities.
  • Organizational skills with attention to detail and follow-through.
  • Comfort using basic computer programs and digital tools.
  • Availability to work evenings and weekends during tax season.

Skills

  • Interpersonal skills
  • Communication skills
  • Collaboration
  • Client service
  • Multitasking
  • Prioritization
  • Organization
  • Attention to detail
  • Computer proficiency
  • Digital tools proficiency
  • Scheduling systems proficiency

Location

  • MILWAUKEE WI

Work Type

  • In-person
  • Seasonal

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 to provide help and inspire confidence in our clients and communities everywhere.
  • For more than 70 years, H&R Block has led the tax industry and continues to evolve through its Block Next strategy, blending human expertise with digital innovation.
  • H&R Block fosters a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.