Client Experience & Scheduling Specialist

H&R Block, Inc.; Stevensville (MT); On-site; USD 19,000 - 30,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Seasonal employment

Job summary

H&R Block, Inc. in Stevensville, MT, is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. You will greet clients, answer calls, schedule appointments and coordinate check-ins, helping to keep the daily operations running smoothly.

Working with tax professionals, you will maintain confidentiality of client information and support evenings/weekends during tax season. This role offers a stepping stone into tax preparation and office leadership.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills.
• Ability to multitask and manage priorities.
• Detail-oriented with follow-through.
• Comfort with basic computer programs and scheduling systems.

Responsibilities

• 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.

Skills

Customer service

Interpersonal communication

Multitasking

Organizational skills

Team collaboration

Scheduling

Education

High school diploma or GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. in Stevensville, MT, is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. You will greet clients, answer calls, schedule appointments and coordinate check-ins, helping to keep the daily operations running smoothly.

Working with tax professionals, you will maintain confidentiality of client information and support evenings/weekends during tax season. This role offers a stepping stone into tax preparation and office leadership.