H&R Block
From H&R Block's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
About the Role Greet clients and answer phones in a personalized, friendly, and inviting manner.
Greet clients and answer phones in a personalized, friendly, and inviting manner. Schedule clients for appointments. Complete data entry for client's files and office reporting. Maintain office cleanliness and organization of resources with team members. Performs general clerical and administrative support of a responsible and confidential nature. Assists with filing, correspondence, faxing, preparation & distribution of documents and other material for clients and office. Take payments and assist with processing and reporting of daily revenue.
Answer Phones, check in clients for appointments
Receive Drop offs and client data in office and through mail
Data entry related to tax, bookkeeping, and payroll work
Maintain professional office environment
Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
Assists in the processing of completed work to present to the client
Other office duties as assigned
Required Qualifications
High school diploma or equivalent
Customer Service
Computer knowledge specifically with Microsoft Suites
Phone skills
Associate's degree in a related field or the equivalent through a combination of education and related work experience
1-2 Years Experience
Technology driven
Basic knowledge of Microsoft Suites including Teams
Self-Motivated
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.
That 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.
Greet clients and answer phones in a personalized, friendly, and inviting manner. Schedule clients for appointments. Complete data entry for client's files and office reporting. Maintain office cleanliness and organization of resources with team members. Performs general clerical and administrative support of a responsible and confidential nature. Assists with filing, correspondence, faxing, preparation & distribution of documents and other material for clients and office. Take payments and assist with processing and reporting of daily revenue.
Answer Phones, check in clients for appointments
Receive Drop offs and client data in office and through mail
Data entry related to tax, bookkeeping, and payroll work
Maintain professional office environment
Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
Assists in the processing of completed work to present to the client
Other office duties as assigned
Associate's degree in a related field or the equivalent through a combination of education and related work experience
1-2 Years Experience
Technology driven
Basic knowledge of Microsoft Suites including Teams
Self-Motivated
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