Block Advisors Admin

Client Service Representative

Greet clients and answer phones in a personalized, friendly, and inviting manner. Schedule clients for appointments. Complete data entry for client's files and office reporting. Maintain office cleanliness and organization of resources with team members. Performs general clerical and administrative support of a responsible and confidential nature. Assists with filing, correspondence, faxing, preparation & distribution of documents and other material for clients and office. Take payments and assist with processing and reporting of daily revenue.

Answer Phones, check in clients for appointments

Receive Drop offs and client data in office and through mail

Data entry related to tax, bookkeeping, and payroll work

Maintain professional office environment

Ensure the office is using the appropriate network platforms to maintain client accounts and office programs

Assists in the processing of completed work to present to the client

Other office duties as assigned

High school diploma or equivalent

Customer Service

Experience with multiple web-based applications

Computer knowledge specifically with Microsoft Suites

Phone skills

Associate's degree in a related field or the equivalent through a combination of education and related work experience

1-2 Years Experience

Technology driven

Basic knowledge of Microsoft Suites including Teams

Self-Motivated

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.