Seasonal Client Experience Specialist

H&R Block, Inc.; Monument (CO); On-site; USD 21,000 - 37,000; Full time

Job summary

H&R Block in Monument, CO is seeking a seasonal Client Service Professional / Receptionist to provide a warm welcome to clients and manage daily office operations. This in-person role involves greeting clients, scheduling, and guiding them to the appropriate tax professional.

The position emphasizes strong customer service, teamwork, and the ability to handle sensitive information with discretion, including evenings and weekends during tax season.

Qualifications

• Experience working in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills; ability 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 digital tools (e.g., Microsoft Office, Teams and scheduling systems).
• Availability to work evenings and weekends during tax season.

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

Fast-paced environment

Interpersonal skills

Multitasking

Organizational skills

Computer skills

Evenings & weekends

Education

High school diploma

Hospitality experience

Call center experience

Receptionist experience

Tax office experience

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block in Monument, CO is seeking a seasonal Client Service Professional / Receptionist to provide a warm welcome to clients and manage daily office operations. This in-person role involves greeting clients, scheduling, and guiding them to the appropriate tax professional.

The position emphasizes strong customer service, teamwork, and the ability to handle sensitive information with discretion, including evenings and weekends during tax season.