Tax Service Representative

2 weeks ago


Morro Bay, California, United States H&R Block Full time
About 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, making everyone feel like they belong.

A Typical Day

As a Client Service Professional/Receptionist, you'll help others make confident, informed decisions about their lives, careers, and money. You'll build client relationships that will grow stronger each year. Your focus will be on how to wow clients now and in the future.

Key Responsibilities
  • Answer phones and greet clients in a personalized, friendly, and inviting manner
  • Match clients with the best-suited tax professional for their needs
  • Schedule clients how they would like to be scheduled
  • Help to ensure all clients' needs have been met during service
  • Maintain office cleanliness and organization of resources with team members
What We're Looking For

We're looking for someone with experience working in a fast-paced environment, previous experience in a customer service environment, and strong organizational and time-management skills. You should be computer proficient with the ability to use Microsoft Office.


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