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Tax Service Representative

1 month ago

Lake Orion, Michigan, United States H&R Block Full time
About the Role

We are seeking a highly motivated and organized individual to join our team as a Client Service Professional/Receptionist at our H&R Block franchise location in Lake Orion, Michigan.

Key Responsibilities
  • Provide exceptional customer service to clients, answering phone calls 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, working collaboratively with team members.
  • Perform other duties as assigned.
Requirements
  • High school diploma or equivalent.
  • Previous experience in a customer service environment.
  • Ability to multitask and work in a fast-paced environment.
  • Strong organizational and time-management skills.
  • Computer proficiency with Microsoft Office.
What We Offer

As a Client Service Professional/Receptionist at H&R Block, you will have the opportunity to make a meaningful difference in the lives of our clients, while also developing your skills and expertise in a dynamic and supportive environment.