In-Person Client Experience Specialist

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

Job summary

H&R Block in Billings, MT is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations. You will be the face of the office, coordinating with tax professionals and ensuring a smooth client experience in a fast-paced setting.

This in-person role requires evening and weekend availability during tax season and offers a path into tax preparation or office leadership within a collaborative team.

Qualifications

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills to collaborate 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 warmly and create a welcoming first impression as the face of the office.
• Answer phone calls, schedule appointments, and match clients with the right tax professional.
• Manage client check-in and intake processes, including scanning and organizing documents.
• Maintain office organization and cleanliness to support a smooth client experience.
• Collaborate with tax professionals and team members to ensure seamless daily operations.
• Handle sensitive client information with confidentiality and care.

Skills

Customer service

Communication

Multitasking

Organization

Confidentiality

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block in Billings, MT is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations. You will be the face of the office, coordinating with tax professionals and ensuring a smooth client experience in a fast-paced setting.

This in-person role requires evening and weekend availability during tax season and offers a path into tax preparation or office leadership within a collaborative team.