Block Advisors Admin

About the Role

As an Administrative Support team member, you’ll help create a welcoming and professional experience for clients while providing essential day-to-day support to the office. You’ll greet clients, answer phones, schedule appointments, maintain client information, and assist the team with administrative tasks. This role requires strong customer service, organization, attention to detail, and the ability to responsibly handle confidential client information.

Day to day you’ll…

Greet clients and answer phones in a personalized, friendly, and inviting manner.

Check clients in for appointments and assist with scheduling.

Receive client drop-offs and information submitted in the office or through the mail.

Complete data entry related to tax, bookkeeping, payroll, client files, and office reporting.

Provide general clerical and administrative support, including filing, correspondence, faxing, and preparation and distribution of documents and materials.

Assist with processing completed work for presentation to clients.

Accept client payments and assist with processing and reporting daily revenue.

Maintain a clean, organized, and professional office environment.

Ensure appropriate network platforms are used to maintain client accounts and office programs.

Support Tax Professionals, payroll staff, and other team members with general office needs.

Perform other office duties as assigned.

• Required Qualifications
• High school diploma or equivalent
• Customer Service
• Experience with multiple web-based applications
• Computer knowledge specifically with Microsoft Suites

Phone skills

Preferred Qualifications

• 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
• 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.

Responsibilities

• As an Administrative Support team member, you’ll help create a welcoming and professional experience for clients while providing essential day-to-day support to the office. You’ll greet clients, answer phones, schedule appointments, maintain client information, and assist the team with administrative tasks. This role requires strong customer service, organization, attention to detail, and the ability to responsibly handle confidential client information.
• Day to day you’ll…
• Greet clients and answer phones in a personalized, friendly, and inviting manner.
• Check clients in for appointments and assist with scheduling.
• Receive client drop-offs and information submitted in the office or through the mail.
• Complete data entry related to tax, bookkeeping, payroll, client files, and office reporting.
• Provide general clerical and administrative support, including filing, correspondence, faxing, and preparation and distribution of documents and materials.
• Assist with processing completed work for presentation to clients.
• Accept client payments and assist with processing and reporting daily revenue.
• Maintain a clean, organized, and professional office environment.
• Ensure appropriate network platforms are used to maintain client accounts and office programs.
• Support Tax Professionals, payroll staff, and other team members with general office needs.
• Perform other office duties as assigned.

Qualifications

• 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