Client Service Professional

Location: Nationwide



Learn to Earn: Learn from the best for your opportunity to become a Tax Professional.

H&R Block is the world’s largest tax services provider and the leader in the tax preparation industry.  Each year, H&R Block employs thousands of seasonal and part-time associates as Tax Professionals in our tax offices nationwide.

With flexible options for those looking to earn some extra income or opportunities to grow a career with an industry leader, it is easy to see why so many Tax Professionals return to H&R Block each year.

Job Description

The Client Service Professional is responsible for ensuring that each client receives the best possible care and attention.  This is achieved by greeting/acknowledging each client, identifying his/her needs, and providing prompt and accurate information, while maintaining a pleasant and professional atmosphere.

The Client Service Professional duties include :

  • Greets and welcomes each client.
  • Determines the client’s service needs and assigns the client to an appropriate Tax Professional
  • Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested.
  • Receives and secures cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end-of-the-day closing procedures.
  • Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Manager’s instructions.
  • Schedules client appointments
  • Maintains proper office appearance and cleanliness.

Minimum Qualifications

  • High school diploma or equivalent
  • Two to four years of clerical/administrative experience or equivalent
  • Must have good reading and math skills
  • Previous experience in a customer service environment.
  • Previous experience processing payments in various forms
  • Ability to operate a computer and applicable software packages.
  • Must be willing to work flexible hours.

To find more information about becoming a Client Service Professional, please contact your local H&R Block Office.  Offices can be found by visiting https://www.hrblock.ca/office-locator/