Talk About Tax Professionals with No Professionalism - werkgeversreview Tax Analyst bij H&R Block

- The tax pros I worked with didn’t show much or any professionalism. For example, I had to reassign a client during preseason because my preseason shift ended early and I wouldn’t come back until tax season. The Tax pro I reassigned it to agreed to work on and take over the return. However, when I got back over a month later when tax season began, the tax pro I reassigned it to defaulted on the return. - Management and supervision aren’t well educated on company policy or what’s allowed as an associate. I actually had to leave H&R Block as a result: prior to applying for and accepting a job at a different CPA firm, I asked my supervisors if this would violate the company’s non-compete agreement and they confirmed that it wouldn’t. However, at the end of the year I got an email rom my supervisor saying that this new job would be a conflict of interest and I might not be able to work for H&R Block during tax season come November. Although she did say she will try to make an exception, it was too late at that point. - Following up on the prior con, they notify you at the worst possible time. I received the email about the conflict of interest when I was attending a convention that I planned in advanced and planned to attend for all three days; the email was received on the fist day of the convention. It threw me off, I was sending and receiving texts from my supervisors regarding this matter because this worried me (one of my supervisors didn’t respond to my texts or answer the phone), and it ruined the convention for me. It threw me off so badly I had to cancel the rest of my plans for this convention, and this isn’t the only example. I worked on amending a couple years’ worth of returns for one of the company’s clients. My supervisor asked to have 2020’s amended return printed to be mailed to the client’s address. However, I got a text message one week later from that supervisor saying that a mistake was made: it’s 2021, not 2020, that needed to be printed and mailed, and I was asked to come to the office sometime that week to print the client’s amended return to be mailed to that client even though I was not truly needed to print that client’s return: my supervisors could access the return in the system and do it themselves. - They push you too much into growing. I understand it’s important and good to grow within and develop yourself in the company you work for, especially with higher pay as an incentive, but they insist on it too much even if you’re not ready. When my supervisor asked me if I did the level four and small business certification the week before it was due, I told her I decided not to because I felt I needed more time as a level three tax pro and was only going to work once a week at H&R Block. However, she incentivized me to do it by asking “Why not? It will increase your pay?” As a result, I ended up sacrificing a week’s worth of time to take and pass the exams to increase my certification, which I did, but it only ended up becoming wasted because like I said previously, I couldn’t work for the firm anymore due to the conflict of interest. - Not all of the clients are responsible and responsive. - Not all of the staff are friendly: when I called a tax pro at a different H&R Block office to ask about the difficulty of care payments and what I did when I prepared a unique difficulty of care payment return, he not only made it clear that I did it incorrectly, but showed complete disappointment and dissatisfaction in a way that wasn't very nice despite the fact that this was my first year as a tax pro and I'm still learning.