Block Advisors CSP
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At a glance
Job overview
H&R Block is hiring a Block Advisors CSP. The Client Service Professional/Receptionist at H&R Block helps clients make confident, informed decisions about their lives, careers, and money. This role involves building strong client relationships and ensuring client needs are met. The position focuses on providing excellent customer service and supporting tax professionals.
Key focus areas include Answer phones and greet clients in a personalized, friendly, and inviting manner, Match clients with the best-suited tax professional for their needs, and Schedule clients how they would like to be scheduled.
Successful candidates bring Experience Fast‑Paced Environment and Customer Service Experience. Important skills include Multi-Task, Organizational Skills, Time-Management Skills, Computer Proficient, and Microsoft Office. Preferred (not required): Answer Phones, Greet Clients, Match Clients With Tax Professional, and Schedule Clients.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
About the Role
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future.
Day to day, you'll...
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Answer phones and greet clients in a personalized, friendly, and inviting manner
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Match clients with the best-suited tax professional for their needs
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Schedule clients how they would like to be scheduled
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Help to ensure all clients needs have been met during service both in person, over the phone or virtually
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Maintain office cleanliness and organization of resources with team members
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Other duties as assigned
Required Qualifications
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Experience working in a fast-paced environment
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Previous experience in a customer service environment
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Ability to multi-task
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Strong organizational and time-management skills
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Computer proficient with the ability to use Microsoft Office
Preferred Qualifications
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High school diploma or equivalent
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Ability to work flexible schedule and/or in multiple locations
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Sales/marketing experience
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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