Tax Office Receptionist: Client Care & Scheduling

H&R Block, Inc.; Whitefish (MT); On-site; USD 17,000 - 25,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to warmly greet clients, manage scheduling, and support daily office operations in a fast-paced tax office in Whitefish, MT.

You will work with tax professionals to match clients with the right expert and handle check-in and document intake. The role requires availability to work evenings and weekends during tax season, with a focus on confidentiality and professional client service.

Qualifications

• Experience working 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.
• 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

Basic computer skills

Evenings & weekends availability

Education

High school diploma/GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to warmly greet clients, manage scheduling, and support daily office operations in a fast-paced tax office in Whitefish, MT.

You will work with tax professionals to match clients with the right expert and handle check-in and document intake. The role requires availability to work evenings and weekends during tax season, with a focus on confidentiality and professional client service.