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Client Service Professional

H&R Block

Mt Vernon, New Yorkfull-timePosted 21 hours ago

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About this role

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 • 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 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. For more th

Read the full description and requirements on the original posting.

Tailor your resume for this Client Service Professional role

H&R Block and most employers screen applications with ATS software before a recruiter reads them, and they rank resumes that echo the language of the posting. To stand out for this role, mirror the exact skills, tools, and job title it uses, and make your location (Mt Vernon, New York) clear. For customer service roles like this one, recruiters commonly scan for:

  • Zendesk
  • CRM
  • Conflict Resolution
  • CSAT/NPS
  • Onboarding
  • Ticketing
  • Live Chat
  • Retention

Tailr does this for you: paste this listing and it builds an ATS-friendly resume matched to it, with a live score that climbs as your resume aligns with what this role needs.

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Frequently asked questions

Is the Client Service Professional role at H&R Block remote?

This role is based in Mt Vernon, New York. Check the original posting for any hybrid or remote flexibility.

How do I apply for this Client Service Professional job?

Applications happen on the employer's own site — use the "Apply on company site" link on this page. Before you apply, tailor your resume to the listing so it clears the ATS.

How do I tailor my resume for this Client Service Professional role?

Open Tailr's builder and it creates an ATS-friendly resume matched to this listing — pulling in the role's keywords and the skills customer service recruiters scan for — with a live match score as you edit. It's free to start and needs no sign-up.

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Listing sourced via LinkedIn. Tailr indexes public job postings so you can tailor your resume to them — applications happen on the employer's site.