Tax Associate Insights - Avis employé First Year Tax Associate H&R Block

3,0
21 sept. 2024
Recommande
Approbation du PDG
Perspective commerciale

Avantages

The company is an equal opportunity employer. 3 of the 6 Tax Associates I worked with were between 78 and 87 years old, and 2 of them had been at H&R Block for 25 years or longer. I learned a lot about tax laws and filing statuses. Also, the clients were very friendly and happy to get their taxes done, even the ones that ended up owing money.

Inconvénients

H&R Block has an online scheduling program and people with more complicated taxes can schedule to have their taxes done by a first year tax associate. I had a few clients that came in to see me that were new to the country and I couldn’t help them. Also, there were clients that came to me that were self-employed because they were doing “gig-work”, and I didn’t know how to file tax deductions. Also, while I was helping my first clients, if I had any questions, I had to bother other tax associates. It would have been better if a dedicated tax associate could have sat with me while I completed my first returns.

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5,0
28 juin 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Loved my team, great skill to have and career adavancement.

Inconvénients

Hectic routine, difficult client can cause a lot of issues.

5,0
6 juil. 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

I could go on and on with an endless list of pros working for H&R Block but I list a few that stands out: 1. Management (Both in-office and district-wide) want to support your ability to build a book of business. Before the end of January, I was transferred to high traffic offices with better new-client potential. 2. Most senior and more experienced tax pros are willing to help and supervise you. 3. A great first job in a professional setting (Especially for someone who did not have the opportunity to do an internship). 4. Job helps you develop tax expertise as well as giving you call center, data entry, upselling, client service and financial advising experience. 5. If it's not your first tax season with the firm, you are eligible for an end of season commission (Depending on amount of revenue you brought to the company) in addition to the base pay you recieve as pay for weeks and hours worked.

Inconvénients

It's seasonal. You are not eligible for a potential end of season commission if it's your first tax season. You also have to reapply before training begins again around 4th quarter of calender year (Although bear in mind this is due to the continuing education requiremnts of the tax preperation/ tax advisory field in general).

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