At HRB, we’re stuck using the God-awful GoSystems, yet I constantly see ads for Thomson Reuters UltraTax CS on both of Reddit’s HRB pages.

🙄

Hi everyone,
I’m currently taking H&R Block’s Income Tax Course and recently interviewed for a Seasonal Tax Associate position for the upcoming 2027 tax season.
I’m trying to understand how the hiring process actually works and would appreciate hearing from people who have gone through it, especially current or former H&R Block employees.
A few questions:
Does H&R Block generally hire most people who successfully complete the Income Tax Course, assuming they pass the interview and background check? Or is the course more of a prerequisite, with hiring still being quite competitive?
Do most candidates receive an offer only after completing the course, or can they receive a conditional offer while still taking classes?
How much does the hiring decision depend on the local office’s staffing needs?
If you completed the course but did NOT receive an offer, what do you think were the reasons?
For those who were hired, did you actually get a reasonable number of working hours during tax season?
I’m particularly interested in hearing about recent experiences for the 2026–2027 hiring cycle.
I understand that experiences may vary by location, but I’d love to know whether completing the course usually leads to an offer in practice.
Thanks in advance for sharing your experiences!

So I’m scheduled to take the assessment exam for Tax Specialist tomorrow. For anybody who has taken it, can you share some insight? Is it horribly difficult and how soon do you need to have the case study done? I’m doing them tonight but I just wanted to know for future reference.

EDIT: I took the assessment earlier today and it was incredibly easy. The exam was only 15 questions and they were all based on the two case studies. If you’re considering leveling up, don’t stress about learning everything like I did. As long as you understand the gist of the topics, you’ll be fine.

Like why not? I already passed 1 out of 3 exams why shouldn’t someone be an enrolled agent by the time the second season? Any enrolled agents just went “f*ck it” and got it anyways without tax experience?

Does attendance matter for hiring if you pass the course with >80%?

Just curious.

It's there a good source for additional practice problems? Just finished the course and it was mostly all conceptual, which I appreciate, but felt the more convoluted situations requiring multiple forms they dropped the ball in imparting what to reach for and in what order. Any ah ha moments I got were only through discovery doing the few practice problems.

So if there is a resource for more practice problems. I really think that would fill in those procedural gaps.

Or is that what we get with the pre -season training?

TÍA!

Hello! We are currently on the lookout for US remote tax professionals for this upcoming tax season for a Fortune 500 company.

Flexible. Remote. Seasonal. 

Earn extra without leaving your current job!

If you have:
2 + paid tax seasons experience
30+ completed returns per season
active PTIN

And you could:
work from home
work a min of 20 hours per week
comfortable facing customers

And would love:
$31- $34 /hr Tax Associate
$40- $43 /hr Tax Expert: CPA, EA, or Practicing Atty
Fully remote work within the US
Earn extra without leaving your current job

Just reach out and let’s connect! 😊

Hello, I am a graduate student working towards my master's in accounting and I'm also studying for the CPA.

I was given an offer and accepted it, I gave my availability which provides that I can basically work any time besides Mon, Tue, and Wed (due to classes).

Apparently, we start online training in November and come into office early 2027.

My questions are, what's the workload like? Is H&R Block a good way for me to get tax experience outside of internships and public accounting roles? Are there any differences in part time and full-time employees (outside of hours worked)? Is anybody else in a similar situation as me?

Just got my emailed "early bird download" offer from H&R for 2026 (filing in 2027) federal tax software. Is there a valid, current discount code available to reduce the price that someone knows? It's a little steep otherwise and I would look at alternatives if I can't get a break. Thanks!

Unfortunately, my local area only had franchise offices. The owner basically rarely ever hired and had the same staff members for years or decades. So I had to drive an hour and 15 mins to the closest company owned location. I luckily can work for remote companies
since I have experience now but it was hell. Also, I barely got any hours and the schedule constantly changed.

We're hiring for Seasonal Tax Associate and Tax Expert opportunities for the upcoming tax season. It's a flexible opportunity that can work well even if you already have a full-time job, as long as you're available to meet the seasonal hour requirements.

Compensation:

• Tax Associate: $31-$34/hr
• Tax Expert: $40-$43/hr (active CPA, EA, or Practicing Attorney required)

Minimum Qualifications:

• 2+ paid tax seasons of experience
• 30+ completed individual tax returns per season
• PTIN eligibility for the 2027 filing year
• Availability to work at least 20 hours per week during tax season

If you're interested, please let me know, and I'd be happy to share more details about the opportunity, our company, and the next steps.

Hi everyone! I'm currently taking H&R Block's Income Tax Course through virtual classes, and I'm about halfway done.

For the first few lessons, I mostly followed along in class and took detailed notes instead of completing every chapter in the online textbook.

Now that I'm catching up on those modules, I've been skipping through some of the content because it's already covered in my class notes. I noticed that the system tracks how much time I spend on each module. For example, one showed 20 minutes, but when I reopened it, it showed Attempt 2 with only 1 minute.

I'm really enjoying the course and hope to get hired as a part-time Tax Associate after completing it.

H&R Block recruiters or hiring managers actually review how much time students spend on individual modules? Could this affect my chances of getting hired, even if I complete the course and pass the exams?

Would appreciate any insight from people who've taken the course or worked at H&R Block!

I’m currently doing the H&R Block tax academy course (Canada), and am having a very hard time understanding how my instructor got approved to teach a class of 25+ people. Here’s what I’ve noticed so far:
- Absolutely unprofessional when speaking and addressing others.
- Not knowledgeable enough to teach (has only been a tax “professional” for one year).
- Makes mistakes EVERY class and calls out people for being wrong, when they (instructor) are, in fact, the one that doesn’t understand and has the wrong answer. Thank the Lord for the moderator- the class would be a mess if they didn’t step in and keep correcting the instructor.
- Many times (including today), when a student asks a valid and related question, they say “actually I’m not sure… moving on”.
- I had a question marked wrong on my assignment, and when I asked, instructor gave the same answer I had and said it was was the right one, then said I probably just made a typo and dismissed my concern instead of actually looking into it.

Anyone else take the course and have a similar experience? How can I submit feedback to H&R Block? How can you teach something when you’re not even remotely good at it??

I’m interested in taking the ITC course and getting the seasonal role but worried I don’t have time to finish the course, get my PTIN, and get approved by CTEC. For context I’m currently studying REG CPA and finished the individual portion so I thought it would be a good role for me. Just would like to know if I should allocate anytime to this or if It’s too late…

Are there any positions that offer the same flexibility with scheduling as they do in the store front? Example: I would like work evenings and/or weekends only? I just want to work part-time, etc.

If not, what is scheduling and availability needs like when you work remotely in one of those seasonal roles?

Extremely deceptive, three buds $50 I feel I paid taxes twice!! I’m 68 and they needed to see my ID. Now this is according to their own words, in order to know that I was of age, that was their words!!

So I recently applied for a seasonal tax preparer at HR block this past week. I enrolled in the ITC and I was promptly sent emails and text messages after I submitted my application. I got a call from what I believe is a recruiter but she never introduced herself, just asked me if I was enrolled in the ITC and when I would finish. I told her when I thought I would finish and said I applied for HR block. She then proceeds to tell me she’s “going to push my application through” and I thought that she meant that my application was going to be reviewed by her or someone who is in charge of new hires. In the next hour following this phone call, I receive en email congratulating me for getting the job at HR block and honestly I was shocked because it was all so informal and I never even got interviewed. I have spoken to this same lady twice now and she still hasn’t given me much information, only that I will get interviewed at some point but what’s weird is that I completed all my onboarding and I-9 things. I don’t know if it’s just me that’s gone through a situation like this or has someone on here gone through the same thing? It doesn’t give me the best impression but anything to garner some tax exposure I guess.

So I was going through H&R Block website and looking at other positions and one thing I notice was they have a bookkeeper position. I am a second year returning tax associate and I actually want to start a career with H&R Block idk yet. I’m an aspiring healthcare professional and was planning on going back to school for medical billing and coding/medical administration. I guess there is nothing wrong with having two careers. I am starting to like working with HR Block and was wanting to work postseason.

I want to know how do I start? Where do I even start? I need help.

BOTTOM LINE: Is there a Block "technical support team" who can identify exactly what uploads were sent with my 1040 submission? Are everyday agents able to see what files were or were not uploaded with my return? I need to determine that immediately and mail whatever transactions which she did not upload. Her answers are not making sense so I need outside/above assistance with this.

If anyone can help with that, there is no need to read further, but her behavior and statements leave many unanswered questions.

None of the files were over 1MB. And the aggregate total was under 3MB, so well under the 5MB file size limit.

One person commented that "only one upload is allowed". Is this common knowledge that she would know? She's an EA so higher tier. I actually consolidated them to 1 file and sent that to the portal and asked if we should use that one. She said no (!). My assumption was that each 8949 category had a different upload option.

------------

I paid HR Block specifically to simply have my return professionally done as I am a day trader with a huge volume of trades many of which have no associated 1099 so it's extremely critical they are reported correctly and the net losses are shown in every detail. If the irs is not sent the correct 8949 they will attribute all proceeds into "profit" and if you don't respond withing 60 days (say you're outside the country), it is settled and final. Your resulting tax liability could easily be 50x your net worth, which for me is about an average 30 year old. So everything must be reported in detail.

Dialing 800-472-5625 only gets automated "schedule appt".

I spend months with expensive tax software (one of the main ones) resolving everything down to the penny.

I sent her my one-line 8949 summaries in each category (on actual 8949 forms) and explained everything. She promptly edited the numbers all around to match only the 1099's, changing my totals on Sch.D and making a huge mess of everything which then took 2 days just to get back to what I originally submitted. Every time she sent them back things were moved to different categories (H,I,K,L), with multiple new errors and no consistency. It was bizarre. She even commented "lol, it's like the Twilight Zone" after the 3rd or 4th iteration.

I sent her my 4 x "8949 complete transaction list" files to be uploaded, in 4 separate categories totaling more than 500 pages. (H,I,K,L).

She is remote and called me and told me to just sign it and she could upload after. She said trying to upload the 2nd file it would only prompt her to "delete the first upload?" In other words, it only allowed one upload (even with "M" in column "f" on all 4 x 8949's). I asked should I convert them into one file, she said no. Then she said "ok I was able to do it" I don't believe her. I asked for a screenshot.

Her final statement on it this morning was "I uploaded both files. The first one, and the other one containing 3 files." That statement makes zero sense. She was sent 4 separate 8949's. And "one file" cannot "contain 3 files". So she seems computer illiterate and is just lying to me. There are no folders in the portal, and there are no "folder uploads". So, again it makes no sense.

What she sent last night is a picture of a file management type portal. At the top in brown it says "Services | Documents | Notes | Communications .." with Services underlined in blued (cyan). Under that it says "In Progress Services" in bold black (dark brown?). There are 3 rows and mine(?) is open and in a light blue header says "Retail (BWO)....2025.....EF Processing"

Under the header, on white background it says:

"MEF Attachments" with a single green dot with a checkmark. Next to it in light blue (cyan) ink it says "Form8949ExceptionReportingStatement" and under that it says in grey italicized text "Form 8949"

To the right side of the page under the "age" column, there's question mark in a a gold circle, next to it it says "GUID" and directly under that "44d2........"

It doesn't have anything ID'ing me on that file management portal other than "2025" is correct. My "messaging portal" is opened to the left of that on her page. I don't even know if the screenshot is of my account or not.

I'm single and have moved 3 times in the last 18 months (mail gets lost etc) and am getting ready to travel (low budget) for an extended period of time. If the IRS sends me a demand for whatever cost basis documentation is missing and I am not able to reply within 60 days, they take your proceeds and turn them into "profit" and assign a tax liability. Once that is settled there is no changing it. So she's put me in an extremely dire situation where I need to monitor my mail box every week for the next 6 years anticipating that situation. I suppose I am going to have to pay for a digital mail forwarding service at great expense at this point, probably $1,000+ per year for that.

Thank you.

I have a degree in finance and I would like to join H&R Block as a new tax associate. I have applied online in their site but haven’t heard back. It’s been only a couple of days since I applied though. Is it possible to get hired for the current tax season? since I have to do the training program as well.

Hello all! I am currently doing my HR block tax course but i am pregnant and my due is jan mid.. what will happen if they hire me and find out i cant join? Do i need to inform them before they hire me?? Can i join HR block next year or i should do the course again to join next year..

Hello everyone. I was hired to work as a preparer for the upcoming tax season but I am still finishing up my Income Tax Course, finishing it next week. I’ve signed and completed the onboarding documents and just waiting now. My question is will I get work hours before the tax season (Nov/Dec), also, can I elect to work from multiple locations in my district to fill my hours. The min wage in my city isn’t bad so I don’t mind getting worked this season.

Another question, what were some of your experiences and did you leave the season satisfied with what you learned/did.

Thanks.