Block Advisors CSP

Block Advisors CSP position at H&R Block

We are looking for a seasonal Client Service Professional/Receptionist to help clients make confident, informed decisions about their finances and careers. You will provide a warm, personalized experience and help match clients with the right tax professional.

Helping others is what we do best here, which means you will see the impact of your work firsthand. You will inspire people and build client relationships that grow each year.

• High school diploma or equivalent.
• Ability to work a flexible schedule and/or in multiple locations.
• Sales or marketing experience (preferred).

• Answer phones and greet clients in a personalized, friendly, and inviting manner.
• Match clients with the best‑suit tax professional for their needs.
• Schedule clients according to their preferences.
• Ensure all client needs are met during service, whether in person, over the phone, or virtually.
• Maintain office cleanliness and organization of resources with team members.
• Perform other duties as assigned.

• Experience working in a fast‑paced environment.
• Previous customer‑service experience.
• Strong multi‑tasking, organizational, and time‑management skills.
• Computer proficiency with Microsoft Office.

H&R Block invests in our people’s total well‑being. Our benefits help associates plan for their health, wellbeing, and financial needs.

• Employee Assistance Program.
• Wellbeing program, Better You.
• Neurodiversity and caregiver support.
• Discounts on everyday items and services.
• Medical, 401(k), and Employee Stock Purchase Plan (subject to eligibility).

H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, age, disability, religion, sexual orientation, gender identity, or veteran status.