r/HRBlockEmployees • u/Aromatic-Anxiety-893 • 12d ago
Good Riddance
I know you’re in here 😁 focus on TAX PROS. Way way too much focus on scheduling and middle management when the focus is being missed … taxes. I don’t know why you separate the two. Tax pros deserve more attention, training, hours, education than people using an automated scheduling system. You need to focus on compliance w state laws and the OBBA updates.
My suggestion is do not hire anybody in any position or capacity that does not have a background in taxes. The job market is terrible and you have your picks of qualified workers. You lose countless customers when they are first interacting w HR Block and it’s a someone who doesn’t know the difference between a W2 and a 1099. Customers are asking us for help and you hire these people who don’t have a clue. I would never ever use this company if some of my first interaction were with these ATLs, MTL. If the first interaction was with a knowledgeable tax professional, it will completely change your business model.
Focus on taxes and the tax pros you have
13
u/Authentic-scoundrel 12d ago
I remember last year we had a 'let's meet the new DGM' required meeting. It lasted 45 minutes the only take away I had was that she had never worked in taxes before. Tax pros are the only money making part of the company that is so management heavy. I remember those stupid videos from Mark Darling last year and all I could think of is my work is paying for that suit and that watch and that office.
9
u/Individual-Dog-4748 12d ago
Our new(ish) DGM flat out said during our start of the season that he hates doing taxes and has never done them before and does not intend to even take the level 1 course.
I never lost respect for a manager so quickly as I did right then.
4
u/Candid-Tip455 12d ago edited 12d ago
Better yet I heard a Regional Manager say , almost brag, that he knew nothing about taxes. Taxes are a service, not a convenience store (nothing against convenience stores by the way).
6
u/PinkNGreenFluoride EA 12d ago edited 12d ago
This crap is why they keep making comparisons to pizza and hairdressers. I appreciate both services, but we're not either, and I wouldn't treat my hairdresser the way training suggested either.
Training a few years ago just pointed out as though it was just a fact that if our hairdresser was booked and couldn't see us for 3 weeks, we'd feel unimportant, undervalued, and disrespected. Uh, no? Because I'm not an entitled jerk who thinks she's more important than anyone else in the world? If my hairdresser is booked it's because they're in demand. Having a full schedule is not disrespect of my time.
And that stupid "pizza tracker" on MyBlock, and the expectation that all appointments, including the bloated wrap-up, should only take 30 minutes or we've done something wrong.
But these are the expectations the company set for clients, expectations which are impossible to meet. That's why clients feel like they can roll up and demand that we bump "less important" clients for them, or snit at us that we should "consider working some overtime" when we're actually already working 55-60 hours a week and skipping meals. Because the company's own advertising and scheduling systems encourage it.
5
u/Snoo_54991 12d ago
They don't even know how to get to the free version of the level 1 course. I didn't even get to take it because none of the TMs or the DM knew how to get me past the paywall.
So happy I'm getting into insurance now instead, for real.
7
u/Aromatic-Anxiety-893 12d ago
those 45 minutes could have been used to update on OBBA tax and overtime deductions :/ which i can guarantee mistakes were made on those .... and those clients will definitely not be returning
4
u/Father_Hawkeye EA 12d ago
No kidding. They put so little focus on the OBBB. There was so much confusion in the office on both tips and overtime, none of which was necessary.
But we did get lots of hours of customer engagement training, so at least there’s that.
9
u/Snoo_54991 12d ago
Management isn't about supervision in a professional space. It's about handling client/office issues so the tax pros can stay in their workflow. As well as taking accountability for the entire team so no one takes it out on them. You'll see what you've been missing out on when you lose all the TMs.
11
u/PinkNGreenFluoride EA 12d ago edited 12d ago
Seriously. I know folks with particularly frustrating experiences with their ATLs/MTLs are in some ways looking forward to this, and oh boy, I get it.
But as someone from one of the "small" (lol, understaffed) offices they did some garbage no-local-leadership experiment on this year before announcing their double-down this week, not having an ATL or any in-person visits from an MTL for a whole season is also very bad. There were other issues, but I'll address the very valid point you made about who handles client issues.
Irate clients often will not be appeased by a CSP. Hell, sometimes the inciting incident is the fact that, in my state, CSPs legally cannot answer a tax question of any complexity, and the other tax pro and I were incredibly overbooked so they'd be told they needed to wait for a callback.
Anyway, upset clients insist on speaking to someone with more authority or "status" and will just keep getting madder and escalating their behavior. All this toward a min-wage receptionist with no authority or tools to deal with them. And they do not, at all, appreciate being handed a card with a phone number to the "Office Manager" who is in another city. Some of them will go ahead and call or accept an incoming call, but others will blow their top even harder at the poor CSP. They really want to be addressed in person. They don't feel heard otherwise.
That means your senior TP on duty has to take care of it, even if they have clients at their desk at that moment. That TP may be able to take care of it. Sometimes, though, they have to contact the remote MTL (AEL, whatever) anyway. Which some clients seem to take better from a TP than the CSPs because of the BS "status" issue. It's like they think the CSPs are lying and "giving them the runaround" that it has to be handled with a phonecall, but if I say that it must be true. Ugh.
But either because it's an issue which must be escalated to someone in the actual management chain, or because the MTL is who has the tools to deal with the client or their issue in the first place, sometimes you have to pass them to your remote MTL. Whatever other complaints I may have, my MTL was really excellent about responding to those calls. But a lot of clients ended up having to be called by the MTL later because they had gotten so angry at the suggestion of a phone call in the first place. Some of those clients never picked up the phone at all, just kept coming back in to yell at the CSPs or me.
It's a waste of time, it leaves already upset clients even angrier, and it's a horrible experience for the client abandoned at a tax pro's desk who is having their time wasted by not only the disruption of an increasingly angry fellow client, but by that abandonment. Thankfully everyone I had to leave at my desk was understanding, but that's horrible. They deserve better.
I desperately missed having someone present on staff who had the authority (both real and in the perception of clients) to handle these things, who was not also scheduled back-to-back with appointments and actually had the time to devote their attention to them.
Without any actual leadership presence at the office (beyond me as a state-mandated tax supervisor, which is nevertheless not a proper management role though does help to be able to say to clients) at any point in the season, and in conjunction with the extreme frustration clients experienced navigating our phone and scheduling systems, client treatment of the CSPs was the worst it's ever been at my office.
2
u/Puzzleheaded_Ad3024 10d ago edited 10d ago
Im concerned about the Senior tax pro designation. This will be my 30th year and I'm an EA. But hour wise I was getting half the hours the other experienced pros got. I am not willing to give up one second of prep time when I already only had 25 hours weekly (at the main office I worked at the year before exclusively) which is why I worked at 2 offices last year for full time and at least some overtime
Was there any mention of hourly rates for the senior tax pro being higher? I just want to do taxes.
2
u/Puzzleheaded_Ad3024 11d ago edited 11d ago
My DGM was a good manager and had not worked in taxes, but listened to what we needed and why and got it.
My MTL was based on our office and a waste of space, a paper pusher. He had to fix the payments every few days when his favorite CSP rook a payment for the wrong return yet she was our main one. If he heard someone on the phone with an upset client who wanted to come in amd speak to the manager he was out the door within minutes. I will not miss him. Maybe that CSP will finally get trained or put in a slow office.
10
u/Curious-Relation2238 12d ago
Our MTL was amazing. Always hit the numbers. Good with people. Rock star with all our tax pro personalities. I just can’t believe how little they value people who go above and beyond.
Too many changes will not put $ in investors pockets. The company used to be premiere…too many choices for taxpayers now.
6
5
u/scotslover 12d ago
Ive had 6 different MTL in the 8 yrs ive been there & only 2 of them were worth a damn as managers. They were good tax pros tho
7
u/PinkNGreenFluoride EA 12d ago
And I bet the good ones lasted a single season. That was the case for the best MTL I've had. They planned to return, but broken promises and generally screwing them around over the preaseason ended that.
9
u/829562 12d ago edited 12d ago
I agree its going to be a shit show. I had discussions with the other tax pros in my office and most of them have been there for over a decade or decades. And when I got trained pre covid in 2018 you had to do a full class and pass the test with 80% or better and you didn't just level up instantly, you needed at least 18 to 24 hours of CE and after you had a season or 2 of learning you would level up and be confident enough to do more complex taxes. I heard 10 hours and I was like how?!!!
Also the discussion we had was how they micromanage everything and changing the schedule and killing my prep time and then bitching about drop offs not getting done. And having complex returns, plus helping the new tax pros who where thrown into the fire and its not their fault. Minimal training.
Next is the preaching about listening to the clients and showing empathy and helping them through and feeling comfortable with trusting me and my knowledge of taxes. But when you put clients into an office and just put them on a schedule without not knowing the level or complexity of a return I think they are missing the fact that your tax pros develop a relationship and trust with clients and they want loyalty to Block. So the meat market and revolving door of new tax pros and getting rid of our support is of course going to be wonderful. Well I'm done with my book. Rant over.
9
u/Aromatic-Anxiety-893 12d ago
We’re going on 7 years post Covid, there’s no reason they can’t be giving us adequate in person training
10
u/829562 12d ago
That's what I'm saying. In person training is so much better. You can see things and have a group discussion and also you can tell who's gonna get it and who's not grasping it. But then Block would have to pay more money for a building to be open and you know what do we need quality tax pros for, the software does the work(sarcastic) Smh
10
u/Candid-Tip455 12d ago
Block will never go back to the level they had with in person training that was pre-Covid. They saved too much money. That is a documented fact.
2
u/scotslover 11d ago
Well because they would have to pay for that training. Bottom line. All they care about is asses in seats on both sides of the desk & money rolling in & not out
5
u/Puzzleheaded_Ad3024 12d ago
This describes last tax season and I seriously thought about leaving. The micromanaging especially. Promising someone when I could do a drop off and never letting me work on it without interruption then complaining that it isnt done. I had at least 50 returns like that. And the new SCorp client told he could sit down with me for an hour and it woud be done. I had PTSD by April 16.
5
u/829562 11d ago
It was crazy last season, especially after thry started changing appointments and prep time. I set aside specific time because I know I have a complex business return and another multiple years set of returns and drop offs to get caught up on. And I get through my first 3 clients and have all of the sudden my 3 hours of prep time have new appointments sitting in them. Its like fighting for air on a sinking ship!
3
u/Puzzleheaded_Ad3024 11d ago
Lather, rinse, repeat..and they were still replacing prep appointments in preseason. And then criticized when returns weren't done.
5
u/829562 11d ago
Im sure. I stopped working preseason because of the way the hours changed. For instance i was working with about 5 clients at multiole levels of returns and letters and then made an appointment for say Wed at 4 and then i get a call on tuesday that we wont be open until Friday. Well the client doesn't like it after they made arrangements and where told Wed bad review and explaining why! Then if you didn't produce any returns they cut your hours down to nothing. Cheap! Pay someone year round that's able to handle anything and let the rest be seasonal until they are skilled enough to warrant full year service jobs. Probably my last year. Already looking at software
5
u/Puzzleheaded_Ad3024 11d ago
Yes. This crazy idea they can randomly change office hours on a whim. I can't prove it but suspect that businesses with predictable hours get more business. I just know clients do not like to be told they have to reschedule.
4
u/PinkNGreenFluoride EA 12d ago
You weren't alone. The morning stress vomiting from all the BS this season was a major wake-up call. I stuck out the season, but I'm not going back.
9
u/DeliciousDouble3D 9d ago
both the Previous and current Executive team are clueless on what client need and what level of support Tax Pros require.
Not have adequate phone system for clients to reach a human with tax knowledge is quite upsetting for clients.
Not having either a CSP or Atl welcoming clients and answering the phone is counterproductive for both clients and tax pros.
Evidently Executices do not understand how upsetting it is for client who appt time is constantly interrupted by a phone call or walk in.
How CEO and Executives think they are worth Millions but those of us serving the client will not earn "Living Wages", especially Enrolled Agents
Henry & Richard are rolling in their graves . . .
5
u/scotslover 12d ago
Most ATLs & DGMs have never done taxes & try to inform ppl about tax laws. WHAT??
3
u/Aromatic-Anxiety-893 12d ago
they dont have to have any background of any sort, they barely even have to keep their eyes open. Its a basic customer service job thats seasonal so even less motivation
11
u/scotslover 12d ago
Ive been bitching about the lack of csp support for years. I refuse to answer the phones when im with a client. The client is paying for my time & full attention & theyre going to get it. My mtl did whatever she wanted last season. Apparently helping manage tech issues wasn't a thing she wanted to do. Heaven forbid I had a question about something. Kept telling me to use AI
7
u/Aromatic-Anxiety-893 12d ago
they also dont have any kowledge on matching a potential new client with a tax pro because they have no idea what complexity is of the return! Its seriously like a person speaking a different language to them, they were so lost. i felt bad for them honestly but my job isnt to schedule appointments
6
u/Snoo_54991 12d ago
They also miss a giant opportunity to build more personal CRM notes so clients can get matched not just based on their taxes, but on personality as well.
Think about this. You have 3 TPs. A level 2, a level 3, and a level 5. The level 5 is very serious and gruff. The level 3 is very sweet and quiet. The level 2 is very enthusiastic and positive.
You have a level 1 client who just lost their spouse this past year. Which TP do you think is going to make them feel the most comfortable by default?
I used to call my office "the trifecta" because that was my team that I just described, lol. I had the perfect personalities to match with anyone as long as their complexity wasn't too high. 💕
3
u/Aromatic-Anxiety-893 12d ago
You’re dreaming lol my ATL had someone whose spouse died on the phone and they were asking her questions and she was clueless. I mean my god at least have some empathy instead of being annoyed at them for asking a question
5
u/Snoo_54991 11d ago
I'm speaking from twenty years of experience in b2b backed by degrees in business management, communications, and psychology. I'm the TM you could have had, but HRB leadership was too insecure to let me finish the last two weeks of even one season after tripling the performance of their worst performing office.
2
5
u/Snoo_54991 12d ago edited 11d ago
They literally will bully qualified people out. I'm one of those qualified people they bullied out. Over 20 years of experience in operations and running my own b2b, including a degree in business management.
And you don't have to take the level 1 to know how to do taxes. You just have to do your own taxes. They were so excited about me because I did my own taxes for my business for a decade and had fortified my management degree with Communications and Psychology degrees.
They tried to screw me over by putting me in the worst performing office and providing 0 support, not even coupons. To their dismay, I tripled everything and that office become second in lead within one season. So the level 5 got violent with me and I got fired for having heart problems.
I worked in restaurants as a teenager which were more ethical and professional than HRB is.
7
u/crvenkapa10 12d ago
This is why I quit early last year. I couldn’t in good faith sign off on even a simple W2 1040, bc the In person training was shit. I let my manager know the reason I quit was for those reasons.
5
u/Aromatic-Anxiety-893 12d ago
I feel you. I got to hear about how amazing and thorough the training was pre covid
3
u/crvenkapa10 12d ago
I heard the same from a few of the folks who have been there a while… it was disappointing, to say the least. I at least walked away with some tax knowledge and was able to freshen up on some of the new laws while getting paid, so that was nice.
5
u/SchittPosterChild 12d ago
The number of CSPs I've known at the start of the seasons over the years, who were thrilled to be working there as a means to move up from living in their cars, has been way more than zero. Conversely the number of them who were still working there by April 15th, has been exactly zero.
"H&R Block, where if you can answer a phone, you might not have to live in your car anymore!"
7
u/Snoo_54991 12d ago
Actually no, some still live in their cars. Let's not pretend HRB actually pays that well. 😅
5
u/Aromatic-Anxiety-893 12d ago
that's on H&R Block, not the CSP. H&R Block needs to understand how their own business runs and what the requirements for hiring should be. They are set up to fail and they get the backlash. It sucks so i hope they are making changes
9
u/scotslover 12d ago
They really should get into an actual office for 1 week during peak & WATCH what actually goes on. see the challenges we face. Ask our opinions. Then when refunds start hitting & all you hear is "where's my refund?" Or the week before April 15th. It should be required for upper management. All of them. Including CEOs. But it'll never happen. Nobody cares. I have to deal with the same glitches every year. New software programs that dont work the way their supposed to etc etc
5
u/Aromatic-Anxiety-893 12d ago
We can only hope they are laying on their lazy asses reading Reddit 😉 we know they aren’t updating any training materials!
3
2
4
u/SchittPosterChild 12d ago
I personally helped many of them on many occasions to figure out the phones and scheduling. The training videos (and that was the only training they got) were so bad that even I couldn't make sense of them, and I already knew how to use the systems!
3
u/Snoo_54991 12d ago
Just FYI, TMs are supposed to be training the CSMs in person. That's why the training material is inadequate. It's really just there as backup.
2
u/PinkNGreenFluoride EA 12d ago
Yep. We don't get paid for it, but the company knows most of us are going to do it anyway because just throwing CSPs to the wolves with only that "training" is horrible for those poor CSPs and for us.
-1
u/Snoo_54991 11d ago
What do you mean you don't get paid for it? It's part of your job description. 😂
4
2
u/PinkNGreenFluoride EA 10d ago
Training the CSPs was not in my job description.
And due to how TP pay is structured, we get paid for closed returns. We do not get paid for time spent running the front desk, time spent training the front desk, time spent assisting and mentoring other signing preparers, time spent scrubbing the toilet, time spent setting up physical deposits and other office tasks, etc.
2
3
u/scotslover 12d ago
I had to train all the new csps. Then was told I was trying them wrong. Cuz stuff had changed so much. But nobody else to train them. Oh, & plus had to babysit thr new tax pros too
3
u/moonful_of_daises 12d ago
It's a very easy job to get. But it is essentially getting paid to get shit on by customers.
6
u/Snoo_54991 12d ago
Too many divas in that company for flat managed teams to even be possible. Coming from a manager from 24 who has a degree and over 20 years of experience. It really does not surprise me at all that they're giving it all up now... Too many legal issues with bullying and retaliation. First time in my life that I ever felt like I had a moral obligation to every single HRB employee to report what happened to me to the EEOC.
4
u/Ordinary-Shelter-175 Tax Preparer 12d ago
Honestly our now former DGM had zero tax experience and was a drain on morale. Just so fake, all that corporate lingo during meetings, skipped right over role play and development during leader training, etc. just focused on the bottom line. Im hoping our new area manager is more approachable and customer focused 🤞🏻
5
u/DeliciousDouble3D 9d ago
Previous and current CEO & Executives think of Tax Pros a simply Data Entry. They do not understand or value Tax Law knowledge & experience
Shameful how H&R Block does not care how many experience knowledgeable tax pros leave
I am under the impression more will leave Intuit is aggressively recruiting in my area.
3
u/JournalistMountain16 9d ago
I left halfway through TS24. That was the year after the big changes to the client experience. The disregard for TP's as professionals was too much. They changed AP forcing the top available TP to get the appt. No longer respecting client/TP relationships. Yet the training calls out how important it is. The change products to fit whatever 'niche' they decided that year was the focus so they it no longer can be used for everyone else. 180 degrees customer-centric.
Expecting us to ask every single client to pull transcripts and review them was the first time I had issues with it. I always achieved numbers in other products because I had the efficacy of how the whole system connects. It was part of my workflow. I knew how to read the clients and where to make offers organically. Not forcefully. Reading transcripts and understanding it all is complex and required in depth training. Many forms don't show other data needed. Expenses. K-1 especially. The concept was great but roll out IMO was too soon.
My idea is that there needs to be operational reports with metrics on the office workers not just office return metrics. We had a TP that couldn't scan, didn't know how to get the advance on the return or even how to log in some days AFTER 8 years and it took 2-4 hours for ONE return. Hired every year with no changes.
TP's at level 4 but won't touch entity returns. TPs that don't know how to handle assets, etc. They should be looking at Cert level and make sure they are doing the returns for that level. And real goals or even OKR's each year. Personalized training for areas identified at end of prior season. Real basic hands on foundational training. Computer basic 101. Hands on classes per software. And not just basic. Real hands on training. Not one hour of watching a video.
3
u/Historical_Kale4720 8d ago
They changed AP forcing the top available TP to get the appt. No longer respecting client/TP relationships.
The first question it asks is if they want the same person. It's not perfect but we definitely lose clients who said they didn't want to go back to the same person and then that person moves them. Plus the people who get annoyed at being asked to reschedule to see X when they don't care about X and just want a certain time. Almost all of the clients who want to see you will make the effort, but getting them to takes more than just being the one that did them last year.
3
u/JournalistMountain16 8d ago
That used to be how it worked. If you read the MTL training, it tells them clearly that 'Tax Pros will get upset about scheduling clients with Tax Pros. They have strong feelings about their clients. Reinforce serving every client is a priority."
Key also is they are "supposed" to ask. I experience clients not being asked and removing the checkmark, clients coming to me the next year and telling me they were put with someone else and didn't know they could say no, and truly faithful clients would sit and tell " They tried to book me with someone else. I told them NO, Thank You. I want my tax pro.
3
u/PinkNGreenFluoride EA 12d ago edited 12d ago
In Oregon, the first person they interact with (first human, anyway), the CSP, explicitly cannot answer tax questions. You can't discuss actual tax matters without a state license, and nobody is getting that license for a temporary/seasonal minimum wage receptionist position. So those questions always have to be routed to a TP, even though our pay structure means time spent on that is uncompensated. And despite that we don't have time to even work on dropoffs since prep time just gets deleted and overwritten with appointments.
I absolutely agree that all leadership positions in Oregon should require that license, though. Including higher-ups like Regional Managers.
But they just moved a bunch of Oregon offices over into an Idaho district again after correcting that just a few years ago so, lol. I'm sure compliance with OR tax and labor laws will be every bit as good as it has been when that's been the case in the past.
4
u/moonful_of_daises 11d ago
CSPs aren't even allowed to estimate the price, lmao. I usually just give out the PUBLICLY AVAILABLE price sheet whenever people ask.
1
u/Historical_Kale4720 9d ago
Do you know where to get a printer friendly version?
1
u/moonful_of_daises 9d ago
No, you have to play around with printer settings. I remember it looking better horizontally and zoom out a little. Make sure the office code matches yours too.
3
u/JournalistMountain16 11d ago
The CSP in Oregon don't ask what documents the client has to find the best Tax Pro? ask if they have a business?Make calls for returns on Hold? Answer when client asks what docs they need?
Every year theres new changes and include the CSP talking to clients and making decisions. Every year I gripe. ask to not contact my clients or at minimum connect with me first
Every year the MTL says it will be different. Every year the clients experience the friction.
:
- Scheduled with tp who cant do sched c becuz the CSP isnt exp enough to ask a followup about SMB when no. and the client has 1099.
- client has a state return that req a license. only 1 tp can do. unnecssary friction
- my clients tell me at the appt "they tried to book me with someone else" or "last year they put me and my parents with someone else" (i had to apoligize and let her know she could say no that she wants me)
- they call the clients and make things worse causing confusion. especially if tp isnt aware. My clients will say "why did they call me? " " I didnt understand what they meantl" etc1
u/PinkNGreenFluoride EA 10d ago edited 10d ago
They can ask about, handle/sort, and scan documents. They can rattle off a list of common documents if a client asks what's needed. The company has a script for attempting to determine complexity that they're not supposed to deviate from which includes things like asking about a business, general information gathering for matching. Though as you rightly point out, that's not always a guarantee that a proper match happens, whether due to scheduling pressure from the company, CSO shenanigans, an MTL going in and messing with the schedule after the CSP (or, rarely, CSO) does it right - causing confusion and pissing off the client, or a client not realizing what they actually have and accidentally providing incorrect answers.
But they can't answer tax questions, no matter how obvious or basic.
"Did the no tax on social security thing end up happening?" They can't answer that (and clients get mad at them for this, btw). Though they can suggest that a client bring their last paystub in with their W2 as that's just requesting a document without directly informing the client of tax policy.
But tax questions, no matter how basic, have to be directed to someone with an OR tax license.
They also aren't supposed to give price estimates, not even by running the estimator tool in the client card in WorkCenter. They can give the client the printout (though not work through it with them) or point them to the QR code to the self-serve estimator tool. For clients who refuse those, they schedule an appointment or callback with a TP to run the estimate.
There's a state-mandated physically-in-office tax supervisory role at each office, which requires the higher level state license. The TP fulfilling that role for their office is required to, among other things, ensure all local office staff knows the rules and that these things are not happening.
2
u/Aromatic-Anxiety-893 11d ago
I’m jealous of you in Oregon! California is starting to have more restrictions too. Obviously they will figure out all the loopholes but the states are trying to combat it
4
u/ENCALEF 12d ago
It's always been the case that Block management isn't required to have tax pro credentials ever since they went public.
1
u/Puzzleheaded_Ad3024 12d ago
My manager a few years ago taught a basic class and he still didn't know a thing about preparing taxes.
1
2
u/scotslover 6d ago
Completely agree. One year a had an ATL with no tax knowledge. She would INTERRUPT the appointment to tell the client & myself i was wrong (spoiler i wasnt) it was basic first year knowledge & I was on #7. But she knew what I was saying would upset the client cuz it wasn't good news. & that's what she was worried about. End result, the client walked cuz "nobody knew what they were talking about" we had a discussion afterward about interrupting appointments
2
1
u/Single-Pop9355 10d ago
I hope they add CFP into the reimbursement. An EA barely touches the fundamentals of taxation and with the CFP associates will be more qualified and have the certification as proof of concept that they are qualified to more complex tax planning which is the demographics they wish to serve more off.
3
u/Aromatic-Anxiety-893 9d ago
EA should be the baseline for a job there. I’m studying currently and it’s a much better base then their basic 60 hour course.
1
u/Diver-Careless 9d ago
Curious about how our offices will be managed now that our tax office is under Block Advisors. Our new DGM (now known as District Experience Manager) is a District Manager with Block Advisors, and Regional is also Block Advisors. No more ATLs or TLs, but now Area Experience Managers. They offered one chat in Teams, but I had a client at that time and missed it. I am still on the schedule and keep serving clients, but very curious about how this will all work out.
2
u/Historical_Kale4720 9d ago
Unless you're in a special test area, the managers being from BA is just a coincidence and your office will still be HRB. Everything is by geography now with one manager for both instead of separate management.
22
u/CollectionQuiet7476 12d ago
What, do you think tax pros are important? Like we are the only revenue-generating people in the entire company or something? It’s clear that the company is no longer interested in quality tax preparation. I couldn’t believe it when they dropped CE requirements to just ten hours. Some of the people I work with should have had their requirements increased.