Full-Time
Client Service Professional
Receptionist
H&R Block
1-10 employees
Tax preparation and filing services
No salary listed
Beatrice, NE, USA
In Person
 Administrative & Executive Assistance (1) |
|---|
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- Experience working in a fast-paced, client-centric environment.
- Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally.
- Ability to multitask and manage competing priorities throughout the day.
- Organizational skills with attention to detail and follow-through.
- Comfort using basic computer programs and digital tools, including Microsoft Office, Teams, and scheduling systems.
- Availability to work evenings and weekends during tax season.
- Greet clients warmly and create a welcoming, professional first impression as the face of the office.
- Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs.
- Manage client check-in and intake processes, including scanning and organizing documents.
- Maintain office organization and cleanliness to support a smooth, professional client experience.
- Collaborate with tax professionals and team members to ensure seamless daily operations.
- Handle sensitive client information with confidentiality, discretion, and care.
- High school diploma/GED or equivalent.
- Previous experience in hospitality, call center, customer service, or medical industries.
- Previous experience in a receptionist, front desk, or administrative support role.
- Experience working in a tax office, CPA firm, or financial services environment.
H&R Block provides tax preparation services through a large network of offices and digital options. It helps individuals and small businesses file taxes via in-person consultations, online tax software, and guided support, using trained tax professionals to complete and file returns. The company differentiates itself through a people-first culture, a broad franchise and office footprint, and a commitment to accessible, personalized service rather than relying solely on technology. Its goal is to help clients feel confident about their taxes and connect with communities by offering dependable, affordable tax help and guidance.
Company Size
1-10
Company Stage
IPO
Headquarters
Kansas City, Missouri
Founded
1955
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Simplify's Take
What believers are saying
- August 11, 2026 fiscal 2026 revenue reached $3.95 billion, up 4.9%.
- Management guided fiscal 2027 revenue to $4.11 billion-$4.16 billion and EPS to $6.04-$6.24.
- AI Tax Assist handled 4.2 million interactions, supporting retention and higher-value client mix.
What critics are saying
- August 5, 2026 restructuring cuts about 200 jobs, signaling operating leverage pressure.
- July 23, 2026 Los Angeles County settlement added privacy controls and $515,000 in penalties.
- July 2026 tax-data privacy appeals and March 2026 military-loan class action threaten recurring litigation costs.
What makes H&R Block unique
- H&R Block's Sidekick launched in 2026, pairing AI with 60,000 tax professionals.
- August 2026 results showed assisted-channel share gains and 200-basis-point conversion improvement.
- The company combines 9,000-plus offices, DIY software, and audit-support pricing simplicity.
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Benefits
Health Insurance
401(k) Retirement Plan
Gym Membership
Remote Work Options
Flexible Work Hours
Employee Discounts
Company News
H&R Block reported second quarter earnings that beat market expectations, driven by improved client retention and conversion rates. Revenue reached $1.14 billion, beating analyst estimates of $1.12 billion, while adjusted earnings per share came in at $2.38 versus expectations of $2.21. CEO Curtis Campbell attributed the results to a focus on higher-value clients and technology-driven solutions. Conversion improved 200 basis points this season, which management believes is the largest single-year improvement in company history. The company issued guidance for financial year 2027, with adjusted EPS of $6.14 at the midpoint, beating analyst estimates by 4.8%. EBITDA guidance of $1.13 billion also exceeded analyst expectations of $1.07 billion. Management emphasised ongoing investments in automation, AI-powered enhancements, and consultative services to sustain growth momentum.
H&R Block reported second-quarter revenue of $1.14 billion, up 3% year-on-year and beating analyst estimates by 2.5%. The tax preparation company's adjusted earnings per share of $2.38 exceeded expectations by 7.7%. The results were driven by improved client retention and conversion rates, with management highlighting a shift towards higher-value clients and technology-driven solutions. CEO Curtis Campbell noted that conversion improved 200 basis points, "the largest single year improvement in our recorded history." The company raised its full-year revenue guidance to $4.14 billion at the midpoint, 2% above analyst estimates. H&R Block plans to scale pilot programmes combining expert advice with digital automation to deliver a more advisory client experience whilst sustaining margin expansion.
H&R Block reported fiscal 2026 results showing revenue and cash flow growth, with full-year revenue of $3.95 billion and net income of $733.6 million. The tax preparation services company returned $714 million to shareholders through dividends and share repurchases. The company announced a substantial dividend increase and significant buyback programme for fiscal 2026. Management also issued optimistic guidance for fiscal 2027. H&R Block operates in consumer services, providing assisted and DIY tax preparation across the US, Canada, and Australia. The company's dividend yield was previously assessed at 3.6%. Management's decision to raise the dividend and authorise large buybacks signals confidence in the company's cash generation capabilities. The sustainability of these shareholder returns will be tested over the coming tax seasons.
H&R Block reported its strongest financial performance in five years, driven by a strategic focus on higher-value clients with complex tax needs. The company achieved a record 200-basis point improvement in conversion rates through automation and maintained market share in the assisted tax category for 2026. Retention rates increased by 190 basis points, with clients using the "Second Look" service returning at a rate 600 basis points higher than non-users. The company successfully shifted its client mix, with the target $50,000 to $200,000 household income range now representing 50% of its base, up from 38%. For fiscal 2027, H&R Block anticipates industry growth below the historical 1% norm due to slowing job growth. The company is expanding its consultative client experience pilot and transitioning field leadership to year-round operations.
H&R Block reported strong fiscal 2026 results, with revenue rising 4.9% to $3.95 billion and adjusted earnings per share growing 13.9% to $5.31. EBITDA increased 8.3% to $1.06 billion, driven by higher pricing, improved client conversion and retention, and double-digit growth at its Wave small-business platform. The tax-preparation company emphasised its focus on higher-value clients and technology. Assisted-tax conversion improved 200 basis points whilst retention rose 190 basis points. AI tools including Second Look and AI Tax Assist boosted client engagement. For fiscal 2027, management expects revenue between $4.11 billion and $4.16 billion, with adjusted EPS of $6.04 to $6.24. The company raised its quarterly dividend 10% to $0.46 per share and plans approximately $400 million in additional share repurchases.