Client Experience Concierge — In-Person Reception (Tax Season)

H&R Block, Inc.; Polson (MT); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Client Service Professional/Receptionist in Polson, MT. You will greet clients, answer calls, schedule, and assist with intake and document handling. This in-person role supports tax professionals and daily office operations.

With strong interpersonal skills and multitasking ability, you’ll create a welcoming office environment and help maintain confidential client information while collaborating with the team during tax season.

Qualifications

• Experience 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 scheduling systems.
• Availability to work evenings and weekends during tax season.

Responsibilities

• Greet clients and create a welcoming first impression.
• Answer 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.

Skills

Interpersonal skills

Communication

Multitasking

Attention to detail

Team collaboration

Customer service

Problem solving

Education

High school diploma or GED

Tools

Microsoft Office

Scheduling systems

Job description

H&R Block, Inc. is hiring a seasonal Client Service Professional/Receptionist in Polson, MT. You will greet clients, answer calls, schedule, and assist with intake and document handling. This in-person role supports tax professionals and daily office operations.

With strong interpersonal skills and multitasking ability, you’ll create a welcoming office environment and help maintain confidential client information while collaborating with the team during tax season.