Jobs · OTHR · North Carolina

Client Service Professional

H&R Block · Locust, NC · 1 mo ago
On-siteOTHRFull-time

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. 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
  • Able 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.
  • We have led the tax industry for over 70 years and continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
  • The 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.

Similar jobs