Block Advisors Admin

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

Check clients in for appointments and assist with appointment scheduling.

Receive client drop-offs and process client documentation received in person and through mail.

Perform data entry related to tax preparation, bookkeeping, payroll, and administrative functions.

Scan, upload, organize, and maintain confidential client records and documentation.

Create and maintain client folders and ensure accurate filing of records.

Process client payments and assist with daily revenue reporting and reconciliation activities.

Support office reporting and maintain accurate administrative records.

Ensure office systems and network platforms are utilized appropriately to maintain client accounts and office programs.

Assist with the preparation, processing, and distribution of completed client work.

Perform filing, correspondence, faxing, document preparation, and other clerical support activities.

Maintain a clean, organized, and professional office environment.

Collaborate with team members to support office operations and client service initiatives.

Assist during peak tax season periods, including overtime as needed.

Perform other administrative and office duties as assigned.

High school diploma or equivalent

Customer Service

Experience with multiple web-based applications

Computer knowledge specifically with Microsoft Suites

Phone skills

• 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

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.