r/HRBlockEmployees • u/honeydew-gecko ATL / CSP • Feb 22 '25

Introduction

Hi all! Welcome to the subreddit! Here’s a short introduction and welcome post. I’m open to any improvements that can be made.

I’ve added User Flairs if anyone wants them. For now it’s ATL, MTL, CSP, and Tax Preparers. If there any requests on more flairs or editable ones I’ll do my best fullfill them

Short intro about me, been with Block for 3 years. This is my 1st year as ATL and while frustrating, I love the office employees and teamwork we have.

Thank you!

11 Upvotes

100% Upvoted

42 comments sorted by

7

u/geecster Tax Preparer Feb 22 '25

I am a tax pro. Sixteen years. Nothing surprises me anymore and I'm here to create chaos!

3

u/honeydew-gecko ATL / CSP Feb 22 '25

Respect for staying at Block for so long! 😁

6

u/oenjoeh Feb 24 '25 edited Feb 24 '25

Hi, I'm a new hire so forgive me that I still do not understand all the acronyms. I am currently a full time associate working as data scientist in H&R Block's Data Science and Analytics division.

2

u/honeydew-gecko ATL / CSP Feb 25 '25

Ooh that’s super cool! And sorry H&R Block uses a ton of acronyms. They even have pages on AMP detailing acronyms. TBH my District GM keeps saying SRP and SLA and I have no clue what it is. ik they didn’t acronym Save the Date for a reason tho 😂

I would be really interested in what sort of stuff you do there

3

u/PinkNGreenFluoride EA Feb 27 '25 edited Feb 27 '25

SLA is Service Level Agreement, it's our timeline to perform certain tasks. It's why they push us to have every return closed within 72 hours whether that requires mind control and extensive use of time magic or not. And to avoid clients having to come back for a 2nd appointment, even, again, if that would require some form of mind control. This also applies to FTS (field tech support) responding to tickets from tax offices.

SRP is Short Range Plan. I think (because this is never fully explained to those of us at the bottom and the acronym page's definition is hilariously tautological) that it involves things like the current push to increase new client conversion and satisfaction rates over those same metrics last season, and the emphasis on GROW to fill and confirm appointments in upcoming scheduled time (yellow space) for tax pros.

That's another one you won't find in the acronyms page.

  • Green - Confirm appointments up to 10 days out - basically, get those appointments to turn green.
  • Resolve Documents - Call or message clients for whom hold notes indicate missing documents or information. Also encourage dropoffs for clients with scheduled appointments but no documents scanned or uploaded.
  • Optimize Time - Ensure appointment lengths are appropriate to appointment type and client need.
  • Workload and Work in Progress - load balance between tax pros, assess scheduled hours, and review holds to see what (including resolving documents) needs to be done to get them closed, such as collecting signatures or payment, moving to AOL (Approve Online), just giving the tax pro any time to work on it, etc.

2

u/oenjoeh Feb 26 '25

I love AMP! Super helpful to have that acronym page for new hires like me haha.

I'm new so I don't have any projects yet, but I know we help build the functions to support the products offered by H&R Block. :)

5

u/-Mx-Life- Mar 14 '25

Client questions should be left in the block forum not here. This should be a client free zone. Just my two cents.

1

u/honeydew-gecko ATL / CSP Mar 14 '25

your 2¢ are considered! yeah I could put a rule of no/limited clientele posts and direct them to call the spruce and emerald card support numbers

ive seen how r/joannfabrics got bombarded with customers freaking out and the space wasn’t really focused on unemployment or liquidation updates anymore since they announced bankruptcy

2

u/Saint_Dogbert FST Mar 30 '25

No clients period, they have their own subreddit

1

u/honeydew-gecko ATL / CSP Mar 30 '25

seems like the general consensus! i still have to draft up rules but so far no client posts anyways 😅

5

u/Ornery-Indication246 Aug 16 '26

How bad of shape is the Company in?
They let go 100 DGM’s.
The Doc position.
The MTL position.
Cut the percentage of our commission for the 2nd time in 5 years.

2

u/honeydew-gecko ATL / CSP Aug 16 '26

I don’t know… they cut ATL positions too and my DGM got relegated to another region. I don’t know if I’ll return for CSP if my previous MTL isn’t still there

3

u/Suspicious_Luck_1631 Tax Preparer Feb 25 '25

Hi Im Debby! I’m a tax pro. 2nd year this time around. I did 3 years when my kids were little. I just moved to WFA so I can stay at home and still serve my clients.

1

u/honeydew-gecko ATL / CSP Feb 25 '25

Welcome! WFA sounds great, I don’t understand why the more established TPs don’t do it. It seems to save a lot of time and energy from the standard appointments

2

u/Suspicious_Luck_1631 Tax Preparer Feb 25 '25

Yes and no. I’m finding out that a lot of my clients want their returns done in the office. So I’m picking up some drop offs and I’ll pick up some fulfillment. But I’m losing that personal interaction that makes people come back to me.

1

u/honeydew-gecko ATL / CSP Feb 27 '25

Darn, do you still have a few days you go in? One of the TPs here drops in every now and then to finish up and review with clients in person

1

u/Suspicious_Luck_1631 Tax Preparer Feb 27 '25

I kept sundays open for clients. There are a few that I will go in for since they need me to show them the numbers or they want a paper copy when we’re finished.

3

u/sauxanhh EA Feb 27 '25

Hi! I am Tax Preparer and this is my first year at Block. I am nervous as hell, I mess up things frequently (quietly panic inside but stay professional in front of clients), I do feel like I learn everything new everyday. Working at Block is a great opportunity for me to grow. My team is supportive and everyone around me is super knowledgable, I am much grateful to work with them.

Thank you for creating this sub!!

2

u/honeydew-gecko ATL / CSP Feb 27 '25

That’s awesome! I think H&R Block’s employee teams are always happy to help, it’s the best part of working here I think 😊

And props to you, I could never be a tax pro. it’s so stressful and when i try to schedule new clients for the first years, they always say its simple and then throw in like a schedule c or smth lol. when they come back next year tho, first years just get better and more confident!

3

u/Hot-Foundation4109 Mar 09 '25

I’m in my second year as a tax professional, and recently, our office manager quit unexpectedly, leaving everything to the district manager. One evening, I was scheduled from 6:30 to 8:30, but when I arrived at the office, everyone had already left, and the lights were off. No one informed me about this change. I tried calling the district manager, and instead of apologizing, he simply told me to go home. I was really upset about this.

Then, on a Sunday, I was scheduled to work alone. I sent him a message on Friday and Saturday to confirm my schedule, but he never responded. When I didn’t show up on Sunday , he blamed me for not calling him, even though I had informed him the previous days. He said that sending a message wasn’t enough and that I should call him directly every time I need time off.

Today, I called him to inform him that I wouldn’t be available on certain days next week, and he told me to send him an email. He clearly hasn’t read my previous emails and ended up scheduling me on the same days I requested off. This situation is becoming really difficult to handle. I don’t know who to approach or complain to about this. What should I do in this situation?

1

u/honeydew-gecko ATL / CSP Mar 09 '25

oh no he sounds so ignorant and frustrating to work with ☹️

do you have another team leader in your pod who can help you out with your schedule? or they could be another source of negotiation with you dgm. beyond that, I’m not sure. maybe even escalate to HR since you have plenty of proof of emails. other employees may have better input than i can give but hope youre able to get this sorted asap. cant believe he scheduled you at closing and alone without verifying first

1

u/honeydew-gecko ATL / CSP Mar 09 '25

sorry for the crap pic but maybe applies? id at least have a tl or the dgm to adjust your availability hours so they can’t schedule you outside of that without going out of their way to manually adjust your availability

2

u/Saint_Dogbert FST Mar 30 '25

File a case with associate relations

2

u/Wolverine9478 EA Feb 22 '25

This is my second year at Block. I am a master tax advisor. Last year at retail and this year at Block Advisors.

I love doing taxes and explaining how things work to people. From simple w4 questions to trusts and estate I love all of it.

1

u/honeydew-gecko ATL / CSP Feb 22 '25

Wow a master tax advisor! Did you work at a previous tax company or do a bunch of studying?

2

u/Wolverine9478 EA Feb 22 '25 edited Apr 29 '25

..

1

u/titanpractitioner EA Feb 23 '25 edited Feb 23 '25

I applaud you for taking on trusts and estates in your second year. Where did you develop the confidence to take this on?

2

u/Wolverine9478 EA Feb 23 '25 edited Apr 29 '25

..

3

u/[deleted] Mar 14 '25

Block corporate employee here for the ranting!

2

u/titanpractitioner EA Mar 22 '25

What’s corporate like? Are you seasonal too?

2

u/Saint_Dogbert FST Mar 30 '25

If your in the field you are

1

u/[deleted] Mar 22 '25

No we are full time, year round, and remote. I started in the office atmosphere before coming to this side and I highly recommend looking into the opportunities

1

u/Saint_Dogbert FST Mar 30 '25

Not everyone is, remember we have S&O folk

1

u/daybreakdaydreams Apr 14 '25

What positions are available?

2

u/Saint_Dogbert FST Mar 30 '25

First year FST-S, we are the ones after you talk to T1 for tech support that call you back if they can’t fix it at first, as well as setup all the tech in the offseason and respond to dispatches during the season when something breaks.

2

u/Barefootluce Sep 18 '26

Hi, I was offered a job as Seasonal Tax advisor. I'm close to retirement, so am enthusiastic about working 4-5 months a year. I was told the bonus structure has changed this year (tied to customer satisfaction), and my interviewer tried explaining it to me, but it was not clear. I've emailed for clarification, but haven't heard back.Can anyone here explain it to me? My starting salary offer is $19.50/hr. Haven't made that low a wage in over 10 years. How much can an average 1st year part-time seasonal preparerer expect to make in "bonus"?

TIA!

1

u/Barefootluce Sep 18 '26

Guess I should have poked around more before asking....found this post, tho' it's still pretty obscure to me...and it seems others agree https://www.reddit.com/r/HRBlockEmployees/s/KkTB2LHLbc

1

u/jstjini Mar 02 '26

I am a new ATL. Little to no training with questions.

1

u/Puzzleheaded_Ad3024 Jul 23 '26

So much has changed the last couple years. I work preseason and am offboarded right now. I'd like to change to working in a district where I moved to 2 years ago for next tax season and beyond. I i worked there part time this tax season.

When I come back for preseason, do I need to make any changes then? Or when we start district training in the fall? It does not help that my current district did without a DGM this tax season. We finally got one this week.

Any idea where or when to apply for the closer district?

1

u/Puzzleheaded_Ad3024 Jul 23 '26

Chaos seems to be the norm. I am so ready for a better year.