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Block Advisors Receptionist

Company: H&R Block
Location: Petaluma
Posted on: February 21, 2021

Job Description:

What you'll do... JoiningBlock Advisors as a seasonalReceptionist means you'll relentlessly focus on how to wow clients now, and in the future. You'll need the ability to work in multiple locations, with a flexible schedule, during the tax season from January to April. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. You'll be an integral part of showcasing our passion and pride and delivering on our purposeto provide help and inspire confidence in our clients and communities everywhere. If the typical year-round 95 isn't for you, this seasonal position provides the freedom, flexibility, and extra earnings you'll need to embrace what makes your life uniquely yours. After successfully working this tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement. Day to day, you'll

  • Greet clients in a personalized, friendly, and inviting manner
  • Make phone calls to schedule and confirm appointments
  • Manage inbound and outbound phone calls with clients in a personalized, friendly, and inviting manner
  • Match clients with the best-suited tax professional (tax advisor) for their needs
  • Schedule clients how they would like to be scheduled
  • Handle client exits by ensuring all current and future needs are met
  • Maintain office cleanliness and organization of resources with team members
  • Other duties as assigned About H&R Block... We are here to live our purpose to provide help and inspire confidence in our clients and communities everywhere. We take our work personally, because we know what it represents: Families and homes. Livelihoods and lives. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to approximately 12,000 tax offices throughout the United States and around the world. When you join our team, you'll add to the momentum of a forward-thinking company - one that defined an industry and is now leading its transformation. It would be even better if you also had...
    • Sales and/or marketing experience
    • Ability to multi-task
    • Strong organizational and time-management skills
    • Knowledge of cash register operations
    • Knowledge and experience with a Windows based computer system
      Bilingual candidates strongly encouraged to apply! What you'll bring to the team...
      • High school diploma or equivalent
      • Experience working in a fast-paced environment
      • Proper phone etiquette
      • Previous experience in a customer service environment
      • Ability to work a flexible schedule

Keywords: H&R Block, Petaluma , Block Advisors Receptionist, Hospitality & Tourism , Petaluma, California

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