Tax Professional

2 weeks ago


Union Grove, Wisconsin, United States H&R Block Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Professional/Receptionist at our H&R Block franchise location in Union Grove, Wisconsin.

Key Responsibilities
  • Provide exceptional customer service to clients, answering phones, and greeting clients in a personalized and friendly manner.
  • Match clients with the best-suited tax professional for their needs.
  • Schedule clients according to their preferences.
  • Ensure all client needs are met during service, both in-person, over the phone, or virtually.
  • Maintain a clean and organized office environment with team members.
Requirements
  • High school diploma or equivalent.
  • Sales/marketing experience is a plus.
About Us

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We value diversity and inclusion and make everyone feel like they belong.

We're a company that's always on the move, curious, and creative. If you're someone who seeks to make a meaningful difference where you live, work, and play, our door is always open.


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