Welcoming Client Services Specialist — Evenings & Weekends

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

Job summary

H&R Block, Inc. in Helena, MT seeks a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, support daily office operations, and work with a team of tax professionals during peak season.

This role provides an entry point into tax preparation or office leadership with training and growth opportunities. You will answer calls, guide clients to the right tax expert, handle check-ins, organize documents, and maintain a professional, confidential client experience.

Qualifications

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail.
• Comfort with basic computer programs (MS Office, scheduling systems).
• Availability to work evenings and weekends during tax season.

Responsibilities

• Greet clients and provide a welcoming first impression.
• Answer calls, schedule appointments, and match clients with the right tax professional.
• Manage client check-in and intake, including scanning and organizing documents.
• Maintain a tidy office to support a professional client experience.
• Collaborate with tax professionals to ensure smooth daily operations.
• Handle sensitive information with confidentiality and care.

Skills

Customer service

Interpersonal communication

Multitasking

Organizational skills

Tech literacy

Evenings/weekends availability

Education

High school diploma or GED

Tools

Microsoft Office

Teams

Scheduling systems

Job description

H&R Block, Inc. in Helena, MT seeks a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, support daily office operations, and work with a team of tax professionals during peak season.

This role provides an entry point into tax preparation or office leadership with training and growth opportunities. You will answer calls, guide clients to the right tax expert, handle check-ins, organize documents, and maintain a professional, confidential client experience.