Client Experience Specialist — Tax Office

H&R Block, Inc.; Montana; On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block in Montana seeks a seasonal Client Service Professional / Receptionist to be the friendly face of the office. You will greet clients, answer phones, manage check-ins, schedule appointments, and coordinate with tax professionals to ensure a smooth, organized client experience.

In this role you’ll support daily office operations, handle confidential information with discretion, and contribute to a collaborative team environment during tax season, with opportunities for growth into

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills with clients and team members.
• Ability to multitask and manage priorities throughout the day.
• Organizational skills with attention to detail and follow-through.

Responsibilities

• Greet clients warmly and be the face of the office.
• Answer phone calls, schedule appointments, and match clients with the right tax professional.
• Manage client check-in and intake, including document scanning and organization.
• Maintain office organization and cleanliness for a professional client experience.
• Collaborate with tax professionals and staff to ensure smooth daily operations.
• Handle sensitive client information with confidentiality and discretion.

Skills

Customer service

Multitasking

Communication

Team collaboration

Education

High school diploma/GED

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Job description

H&R Block in Montana seeks a seasonal Client Service Professional / Receptionist to be the friendly face of the office. You will greet clients, answer phones, manage check-ins, schedule appointments, and coordinate with tax professionals to ensure a smooth, organized client experience.

In this role you’ll support daily office operations, handle confidential information with discretion, and contribute to a collaborative team environment during tax season, with opportunities for growth into