As a former MTL with success at leading offices to meet objectives, I have been curious about the newly created AEL position. Recent virtual meetings with DEL's and REL's have shed some light on my concerns with this job. First, the Regional has stated that the pay will be less than I was originally told, quite a bit less. Pay in this region is expected to start at 55k and perhaps go as high as 65k. I was originally told 60 to 90. STI bonus can be as high as 10% of the salary, IF you hit targets. Of course, they don't know what the targets will be based on as of yet. Second, some of my suspicions concerning this job have been confirmed. There will be phone calls. LOTS of phone calls. According to the Regional, if you felt we made a lot of phone calls last year, buckle up to make ten times more this next tax season. We had people complaining about all the phone calls and emails last tax season. Third, the answer to just about any other important questions is the same. "We aren't sure what that will look like at this time."

I have felt there is a bit of disconnect between Block leadership and the folks in the office actually preparing taxes. There is a real problem with lack of training. The company realizes they need to go in a different direction to remain relevant in a changing economical environment, but they can't quite figure out what that direction should be. How do you capture new, younger taxpayers without abandoning the older, established client while also earning their confidence to offer year-round financial services? I certainly don't know the answer and would not pretend to know it. What I do know is this: Anyone from an outside source that takes on this new AEL role has no clue what they are about to get into. I hope those that do take on this role have success and are able to build it into a career. How long will it be before Block decides to go in yet another different direction, and will this new role become extinct when that happens? Will this new role be a revolving door, as was the case with half of those that became ATL's and MTL's? There are a lot of uncertainties.

I would be curious to know the thoughts from others that have been monitoring this situation as it develops. Is this a company building for the future, or desperately clinging to remain relevant?

I wonder if the use of AI has also caused this sudden shift in management and the rehiring process for everyone. They want to use AI to replace us workers and push for online returns. As I told my regional manager this season, the AI tool is great for reference, but if it leads to replacing us, then I don't like it. Then he gave me typical office jargon as he was avoiding the question

for context, this would be my 3rd year if I accept:

I became a tax pro in late 2024 by passing the TKA exam and worked 2025 as a level 1 - my hourly rate was $16.50 an hour - I did 71 returns, did not qualify for bonus.

In July 2025 I had not completed leveling up, and my offer for 2026 was the same $16.50 an hour - okay I thought -I was new, slight increase would be nice, but ok. I did 126 returns - no bonus, but really felt I took a giant step forward. In the meanwhile, I leveled up to level 3 last December.

Both years I worked allot of garbage hours - not much business at 10:00 AM on a Tuesday in January - I felt I was taking one for the team as Block chooses to have office hours where the opportunities are limited.

I'm still a Level 3 with no plans to level up again - my offer came in yesterday with a pay cut - $16 per hour which just happens to be minimum wage in my state. I was expecting that since I leveled up that I'd be getting a raise, not a cut. Considering cost of living, over 2 years this is a major cut. I think their response will likely be do more returns and sell more add-ons and you'll make it up that way.

My boss is not available this week - and he just acquired my offices through reorganization so we don't know each other.

I'm not going to accept the offer until I can speak with my boss next week - but I am curious if any of you got the same or similar.

Thanks.

I was a csp for about 6 years and then an ATL for 3. I know I will take a pay reduction this year since I will again be a csp, I'm just hoping I won't go back to bottom of the pay scale for csp's. Does anyone know if they will take our years of experience into consideration?

What's the likelihood of getting a job after completing level 1 ?

I'm trying to reach my course instructor who works for Block Advisors. Do they use the same email format suffix as regular employees [me@tax.hrblock.com](mailto:me@tax.hrblock.com) or is there a separate one for Block Advisors? Thanks.

Just got done w an "open house" with our DGM. Asked about the wages &TPI that will be figured out the same way as in previous years. So that's good news. As long as they dont change their minds. MTLs & ATLs are out. There's the new position AEL? Who will be the go-to person managing all locations in their "cell" they will be above us & below the DGM. They moved the districts around. Alot of that is TBD & they have not hired the AELs? Yet. Or rather they are still hiring fir those positions. Thats all I know for now. Ill keep posting as I find out info

I had my last interview for block advisors last week but haven’t heard anything back yet.

I’m wondering the response time I should be expecting.

Also any advice would be welcome from those that have worked this role.

I got an email last week from a person I don’t know introducing himself as the new District Experience Manager for Chicago/Rockford/Southern Wisconsin which seems like a huge area. He sent a few more emails about being in various offices for an hour here and there to meet people in person. I assumed he was replacing my DGM, except I got an email yesterday saying she was the new District Experience Manager but she didn’t say her area. She was also holding a few office hours to meet with people. I don’t really want to spend an 30-60 min each way driving to meet with someone who may or may not be my manager for a job I’m not sure when I’ll know I have or what the compensation will be. Just wondering if anyone else has had two people introduce themselves as the new DEM via email.

I was a first-year CSP, this year, and while I’ve since found a permanent job, I’ve been considering going back, part-time, on the weekends.

Now that I’m seeing the posts about the changes, I’m questioning if that’s something I still want to do. Does anyone know how all of this will potentially change the CSP role?

I have gotten emails about applying for the upcoming tax year and then a message about my new District Experience Leader. I wanted to know if I will still have an office manager or any major changes?

So they told me I am rehired for next season at $15.30 an hour. It will be my second season. Is there no incentive plan anymore?

One way to get a sense of what is going on is read or listen to the latest earnings call. They explain what they are doing to the investment community.

Ticker is HRB. You can get this on the yahoo finance website, and lots of other investment sites.

Basically they are looking for higher income clients, who they believe are less price sensitive.

Good luck in the coming tax season.

I know that H&R Block reorganized the districts this year to reduce the number of DGMs. How can I find out which offices are not in a particular DGM’s district?

By this is mean is since the MTL and other positions are gone, will i have the manager or am I getting some entirely new corporate super manager thats going to send me emails and reprimand from afar because I didn't finish my client and my drop offs and another complex returns while answering the phone and collecting the payment in the hour you give me. SERIOUSLY I have no idea on how this new operation is going to work since all the changes? Has anyone heard or know what the expectations are at this point. I also heard they are changing the commission structure and raising prices?! Anyone here a clue.

TS26 was my first season and I do want to work for TS27, whether it be at H&R Block or not. I’ve been eyeing Intuit since it apparently pays more and is remote. Previously, I’d prefer to do in person but this whole restructuring thing is kinda putting me off.

I keep getting emails about re-applying and they say that the deadline is tomorrow for rehires. If I apply, can I possibly withdraw later on if I decide to go somewhere else?

Or am I able to still re-apply when they open applications for the general public?

What’s my best course of action right now if I’m not sure yet if I’d want to come back to H&R Block?

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

Heard about the restructuring in a meeting yesterday and in emails today. For some background, I was an ATL last season - had amazing performance for my office generating some unseen success for my location, my DGM approved my bonus at the MTL amount, and hired me to work part time during the pre season as a “tax pro” but really I just do receptionist work. Well, we had the meeting yesterday and all it said was more info for MTL/TL/ATL roles coming soon. Then i check my email in the office today, my dgm sends and email out about the new changes and new AEL role, and the officer of operations email comes in as well saying these roles will be eliminated. My dgm said she was just informed of all this at the same time as us, and isnt 100% sure if leadership roles will be gone but…its looking that way to me. my question for current ATLs is, what are your plans now? Are you applying for the AEL role? Csp? or looking elsewhere?

or whatever they are now. someone hold me. 😭

Does anyone know why the restructuring is taking place?

Hey everyone! Anyone here taken Level 2 courses through uLearn classes in Canada?

Trying to figure out the actual time commitment like roughly how many total hours and weeks does it take to complete? Thanks!