Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Block Advisors Client Service Professional

$17.73 - $27 per hour

H&R Block

Seasonal Client Service Professional / Receptionist

As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote.

Responsibilities include:

  • Greet clients warmly and create a welcoming, professional first impression as the face of the office
  • Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
  • Manage client check-in and intake processes, including scanning and organizing documents
  • Maintain office organization and cleanliness to support a smooth, professional client experience
  • Collaborate with tax professionals and team members to ensure seamless daily operations
  • Handle sensitive client information with confidentiality, discretion, and care

Required qualifications include:

  • Experience working in a fast-paced, client-centric environment
  • Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
  • Ability to multitask and manage competing priorities throughout the day
  • Organizational skills with attention to detail and follow-through
  • Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
  • Availability to work evenings and weekends during tax season

Preferred qualifications include:

  • High school diploma/GED or equivalent
  • Previous experience in hospitality, call center, customer service or medical industries
  • Previous experience in a receptionist, front desk, or administrative support role
  • Experience working in a tax office, CPA firm, or financial services environment

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.

Pay range information:

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range: $17.73 - $27.00/Hr.

H&R Block
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Block Advisors Client Service Professional in Novato, CA vacancy
  •  ...position the organization for continued funding.  Maintain strong professional relationships with program officers when appropriate....  ...building grants.  Knowledge of early childhood education, social services, or community-based programming.    Core Competencies... 
    Suggested
    Interim role
    Casual work
    Work at office
    Local area

    North Bay Children

    Novato, CA
    11 hours ago
  •  ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your...  ...join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership...  ...team by providing training on products and services. Works together with bankers, meets with... 
    Suggested
    Work experience placement
    Local area
    Immediate start
    Relocation

    JP Morgan Chase

    San Rafael, CA
    1 day ago
  • $64.17k - $102.81k

     ...Senior Personal Banker Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes administrative and operational activities related to client accounts, money movement, reporting, and inquiry resolution... 
    Suggested
    Work experience placement
    Work at office

    Northern Trust

    San Rafael, CA
    1 day ago
  • $100k - $125k

     ...exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding...  ...our advisors and provide top notch service to our clients. We are a dynamic, growing...  ...working with CPAs, attorneys and other professionals. Perform various analysis (for example... 
    Suggested
    Remote work

    Beacon Pointe Advisors LLC

    Larkspur, CA
    11 days ago
  •  ...Officer to manage and grow a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors. The role combines fiduciary administration with relationship management and business development,... 
    Suggested

    Bank of Marin

    Novato, CA
    1 day ago
  • $40k - $75k

     ...Petaluma, CA, is seeking an experienced Dealership Parts Counter Professional. This full-time position offers a salary range of $40,000 to $...  ...in a customer-focused environment, providing exceptional service while working with modern inventory systems and electronic parts... 
    Full time

    Hansel Auto Group

    Petaluma, CA
    17 hours ago
  • $58k - $75k

     ...campaigns that drive online sales Facilitate online customer service interactions to ensure excellent customer experiences Monitor...  ...supportive and collaborative work environment Opportunities for professional growth and development Pay Scale: The salary range for this position... 

    Adobe Road Winery

    Petaluma, CA
    5 days ago
  •  ...designed for experienced student advisors who drive deep community...  ...role blends advanced direct service with internal leadership to maintain...  ...) with employer matching ~ Professional development including...  ...~3+ years experience in a client- or student-service position... 
    Full time
    Local area
    Immediate start
    Remote work
    Afternoon shift

    10,000 Degrees

    San Rafael, CA
    24 days ago
  • Volunteering with IONS IONS has a vibrant volunteer program that gives college students, professionals, and community supporters the opportunity to work with our Science and Experience teams. Volunteers are assigned a mentor/supervisor and typically a specific project to... 
    Work at office

    KnoWEwell, P.B.C.

    Novato, CA
    3 days ago
  •  ...IT experts who manage our technology to the human resources professionals who hire the people who make it all possible, these teams support...  ..., including advisory boards, speaker programs, and patient services. This role is responsible for managing hotline matters and... 

    BioMarin Pharmaceutical

    San Rafael, CA
    3 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with Securities Industry Licensing (SIE, Series 7, Series 66) and build client advisory skills. The role progresses toward Financial Solutions Advisor Stage II, with opportunities across Bank... 
    Work at office

    Bank of America

    Novato, CA
    3 days ago
  •  ...Description Description: TITLE: Financial Aid Advisor LOCATION: Hybrid (on-site + remote)...  ...~401(k) with employer matching ~ Professional development including conferences,...  ...welcoming and inclusive environment in service to one another as well as the students,... 
    Full time
    Immediate start
    Remote work
    Afternoon shift

    10,000 Degrees

    San Rafael, CA
    19 days ago
  • $45.9k - $75.9k

     ...English and Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and...  ...for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Larkspur, CA
    2 days ago
  • $20 - $26 per hour

     ...responsible for delivering exceptional client experience by adhering to our Breakthrough...  ..., offering appropriate products and services, and referring the client to the appropriate...  ...rewards that match your efforts. Professional Development: Grow your skills with our tailored... 
    Immediate start

    Columbia Banking System, Inc.

    San Rafael, CA
    1 day ago
  •  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...paths - whether shaped by military service, community college education, or a wide...  ...met or exceeded. Achieved additional professional designations such as Certified Financial... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Novato, CA
    more than 2 months ago
  •  ...level Personal Banker SAFE Act to assist in sales, products, and service activities in coordination with the customer service team. The...  ...build loyalty, and help increase sales to individual consumer clients. You will support in handling loan referrals under $250K, promote... 

    Citigroup Inc

    San Rafael, CA
    3 days ago
  • $23 - $31 per hour

     ...scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and... 
    Hourly pay
    Work experience placement
    Flexible hours

    Wells Fargo

    Novato, CA
    3 days ago
  • Senior Investment Professional - Capital Raising & Investor Relations Location: San Rafael, CA (On-Site) Schedule: Must be in office 4 days per week in San Rafael Shields Group Search is representing a San Francisco Bay Area-based real estate investment and development... 
    Work at office

    Shields Group Search

    San Rafael, CA
    3 days ago
  • Citi is seeking a Personal Banker in San Rafael, CA to support customer service and sales activities. The role focuses on building loyalty, increasing consumer client sales, and cross-selling banking products. Responsibilities include handling business credit requests,... 

    Citi

    San Rafael, CA
    3 days ago
  •  ...Software, Internet & Technology Enabled Services Presidio is seeking an Associate to add...  ...capital raising advisory services.Our professionals possess deep expertise in technology &...  ...unique opportunity to work directly with clients, investors, acquirers, and senior-level... 
    Work experience placement
    Live in
    Work at office
    Relocation

    Presidio Technology Partners

    Larkspur, CA
    1 day ago
  •  ...holidays and paid sick leave ~401(k) with employer matching ~ Professional development including conferences, seminars, webinars, and...  ...opportunity employer offering a welcoming and inclusive environment in service to one another as well as the students, families, and... 
    Full time
    Work experience placement
    Immediate start
    Remote work
    Afternoon shift

    10,000 Degrees

    San Rafael, CA
    24 days ago
  • A prominent video game company in Novato seeks a Manager, Global Social Marketing to develop and execute campaigns for franchises like Civilization and XCOM. The ideal candidate is a gaming enthusiast with strong social marketing skills and cross-functional collaboration...

    2K

    Novato, CA
    1 day ago
  • 2K Games, Inc. is seeking a Manager, Global Social Marketing to lead marketing efforts across the Firaxis portfolio, including iconic franchises like Civilization and XCOM. This role involves developing top-tier social marketing campaigns, collaborating with cross-functional...

    2K Games

    Novato, CA
    1 day ago
  •  ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your...  ...join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership...  ...team by providing training on products and services.  Works together with bankers, meets... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase & Co.

    San Rafael, CA
    more than 2 months ago
  • $28.85 - $33.65 per hour

     ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...career paths - whether shaped by military service, community college education, or a wide...  ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Petaluma, CA
    3 days ago
  •  ...Parts Counter Person The Parts Counter Person is responsible for assisting service technicians and retail customers with identifying, sourcing, and selling automotive parts and accessories for Hyundai vehicles. This role requires strong knowledge of automotive components... 

    Wise Auto Group

    Petaluma, CA
    3 days ago
  •  ...Manager, Global Social Marketing and help develop the social vision and execute campaigns from audience insights. The ideal candidate has 4-6+ years of global social marketing leadership in live-service games and strong cross-functional collaboration. #J-18808-Ljbffr 2K

    2K

    Novato, CA
    5 days ago
  • LHH is seeking an experienced Contracts Manager in California to oversee review, negotiation, and management of diverse business agreements. The role emphasizes independent work, risk assessment, and clear communication with senior leadership to drive contract outcomes....
    Contract work

    LHH

    Novato, CA
    2 days ago
  • Ridgeway Post Acute in Petaluma, CA is seeking an enthusiastic Activities Assistant to join our caring team. You will plan and lead engaging activities for residents, support communication among staff, residents, and families, and help maintain calendars. This part-time...
    Part time

    PACS Group

    Petaluma, CA
    1 day ago
  • $75.52k - $90.62k

     ...Demonstrated experience supporting disability inclusion, accessibility, and respectful representation Preferred Experience in disability services, healthcare, statewide government or regulatory agencies Familiarity with legislative and public policy processes Experience... 
    Work at office
    Local area

    Golden Gate Regional Center (GGRC)

    San Rafael, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Block Advisors Client Service Professional. Be the first to apply!