H&R Block is a tax preparation company based in Kansas City, Missouri, with vast presence in North America, Australia, India, and Puerto Rico. The firm also offers business consulting and payroll services.
The company was founded by brothers Henry Bloch and Richard Bloch in 1955 in Kansas City, USA. They have been in the business for more than 60 years.
Presently, they operate roughly 12,000 tax offices worldwide. They offer online tax preparation, electronic filing, and consumer tax software (previously called TaxCut) through their website.
Associates receive competitive pay and benefits including healthcare programs, dental/vision plans, 401(K) retirement plan with 4% company match, legal help, tuition assistance, and flexible spending accounts.
H&R Block promises growth opportunities while working in an environment where everyone feels like family. Goal-oriented and high-ambition associates believe in the core values and purpose of the company.
How old do you have to be to work at H&R Block?
The minimum age requirement to work at H&R Block is 18 years old. Entry-level positions include receptionist, tax advisor, and client services professional. Corporate jobs include regulatory tax analyst and corporate compliance program manager.
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H&R Block Careers
H&R Block jobs require candidates to have a high school diploma. Most locations also prefer applicants who have completed some college coursework that relate to the fields of math, finance, and/or accounting. Tax office positions and corporate positions remain open for qualified individuals to fill.
Receptionist: A receptionist greets clients in a friendly, inviting, and personalized manner, schedules clients according to their preference, and ensures all customer needs are met. Other duties include maintaining organization and cleanliness of the office. A receptionist must have solid customer service, time-management, multi-tasking, and organizational skills, and be able to perform under stress in a fast-paced work environment.
Client Services Professional: A Client Services Professional is the first and the last person to interact with clients, and thus must possess genial, friendly attitude and outstanding communication skills. Responsibilities include pairing clients with the most suitable tax advisor who will be able to best meet their needs. Client services professionals must be able to multi-task and sit behind desks for prolonged hours.
Tax Advisor: A Tax Advisor provides tax preparation, tax planning, and tax audit support year-round. This individual must be able to build and maintain strong client relationships, generate business growth, increase client retention, offer additional services or products to clients, and increase tax expertise and certification. A tax advisor must be willing to mentor and support teammates.
TTS Field Instructor: A Tax Training School (TTS) Field Instructor prepares, facilitates, and trains H&R Block students for various courses. Duties include using various techniques (e.g. exercises, skills practice, case studies, etc.) in teaching and delivering course content. A TTS instructor must have strong communication, presentation, and preparation skills.
Office Manager: An Office Manager supervises overall office operations, ensuring all functions are carried out satisfactorily. This manager controls correspondence, organizes office procedures, designs filing systems, reviews and approves supply requisitions, assigns and monitors clerical functions, plans and implements office systems, equipment procurement, and layouts to maintain office efficiency. An office manager is also tasked to recruit, orient, and train employees.
Corporate Compliance Program Manager: A Corporate Compliance Program Manager assists with the development, implementation, and maintenance of a compliance framework of the company. This individual analyzes, validates, and gathers data needed to evaluate the efficiency of internal controls in order to reduce compliance risks. Duties also include compiling and analyzing key compliance metrics/indicators, audit results, and business area reports.
BI Data Visualization Developer: The BI Data Visualization Developer is tasked to transform the reporting platform of the enterprise into a dashboard environment with strong visual impact and solid analytical capabilities. This developer must have high proficiency in dashboard design and data storytelling, and the ability to develop interactive dashboards and reports to communicate important data insights.
Regulatory Tax Analyst: A Regulatory Tax Analyst performs analysis and research on new or revised state and/or federal tax issues to identify any impact to the firm’s software products. This individual researches and interprets tax changes, documents on tax issues to be used by software developers, and responds to tax-related questions posed by tax professionals, among other duties.
District Operations Coordinator: A District Operations Manager makes necessary adjustments to workforce scheduling and staffing, ensures office hours are consistent with the company guidelines, and provides reports to the Company Support Managers and District General Managers. This individual must be able to deliver feasible results that enable the business to achieve its strategic objectives.
District General Manager: A District General Manager recruits, interviews, and hires competent, top-performing individuals to fill major district positions. Duties also include coaching and improving performance of employees by setting goals, providing instructions, and giving timely feedback, which consequently creates a collaborative, engaged, and high-performing district team.
H&R Block Application
Job seekers can utilize H&R Block’s career site to search for available positions and submit materials necessary for application. They must also take the pre-employment exams that assess their abilities related to the tax preparation field.
For most positions, online application is accepted. Should they prefer, job hopefuls may contact the office to inquire about in-person application. Upon submission of requirements, it generally takes 2-3 weeks for the applicants to hear back from the employer.
If the applicant does not hear back from the management within the allotted time, they may call or email to inquire the status of their application or the possible timetables as regards the final decision.
Applicants with background or experience in the tax preparation business may gain preference from the hiring managers. They must make sure to specify their skills that are pertinent to the position they’re applying for.
When contacting the office to inquire about application status, candidates must take into consideration the schedule of the hiring managers so as not to interfere with daily operations.
Things to Know about H&R Block
H&R Block fosters a culture of teamwork and high-performance standards. The work environment is influenced by independent, caring, and intelligent people who have remained loyal to the company.
In 2016, the firm launched the Block Advisors service, which provides consumer tax preparation services year-round. This gives their clients ample time to review their tax return prior to the national filing deadline every year.
The company is also esteemed by customers for its helpful advice on everything related to tax, like tips on preparing for taxes at the end of season and the negative repercussions of procrastinating on taxes.
Dollars & Sense, operated by H&R Block, promotes financial literacy among young people, making sure they grow up to be financially literate and responsible adults.