Franchise Tax Professional

3 days ago


Mt Sterling, United States H&R Block Full time
Role Summary

We are seeking a highly skilled and organized CSP/Receptionist to join our team at H&R Block. As a key member of our office, you will be responsible for providing exceptional client service, ensuring a seamless experience for our clients, and maintaining a clean and organized workspace.

Key Responsibilities
  • Greet clients in a personalized and inviting manner, making them feel valued and appreciated.
  • Match clients with the best-suited tax professional for their needs, ensuring their tax preparation and filing needs are met.
  • Schedule clients according to their preferences, ensuring a convenient and efficient experience.
  • Handle client exits by ensuring all current and future needs are met, providing a seamless transition.
  • Maintain office cleanliness and organization, working collaboratively with team members to ensure a professional and welcoming environment.
Requirements

To be successful in this role, you will need excellent communication and interpersonal skills, a strong attention to detail, and the ability to work in a fast-paced environment. If you are a team player with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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