Job Description Help for Job Description. Opens a new window. An H&R Block Client Service Professional (CSP) - also known as a Customer Service Representative or Receptionist - serves as the primary face of the office during tax season, managing front-desk operations and client intake.

Key Responsibilities Client Greeting & Intake:

Greet clients warmly, manage check-ins, and match them with the right tax professional for their specific needs.

Scheduling & Communications:

Answer incoming phone calls, schedule appointments, respond to emails, and handle general inquiries.

Administrative & Document Management:

Scan, copy, and organize client tax documents while maintaining strict confidentiality and data security.

Office Operations:

Process payments, handle basic office tasks, maintain office cleanliness, and replenish supplies.

Team Collaboration:

Work closely with tax pros and team leaders to ensure smooth daily office flow