Customer Service Representative

EMPLOYER: H&R Block-Ottawa West


Client Service 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 contact me via email.

 You can also apply to this position by submitting your resume and cover letter to

START DATE: 01/06/2022

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