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Tax Professional

2 months ago


Greenwich, Ohio, 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 Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities
  • Answer phones and greet 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
  • Maintain office cleanliness and organization
Requirements

To be successful in this role, you will need:

  • Experience working in a fast-paced environment
  • Previous experience in a customer service environment
  • Ability to multi-task and prioritize tasks
  • Strong organizational and time-management skills
  • Computer proficiency with Microsoft Office
About Us

H&R Block is a company that values people helping people. We believe in providing help and inspiring confidence in our clients, associates, and communities. We are a connected culture that values diversity and inclusion, making everyone feel like they belong.

We are a company that is always on the move, curious, and creative. If you are someone who embraces challenges as opportunities and seeks to make a meaningful difference, our door is always open.