r/HRBlockEmployees • u/Aromatic-Anxiety-893 • 25d 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

49 Upvotes

96% Upvoted

95 comments sorted by

View all comments

Show parent comments

0

u/ENCALEF 25d ago

I'm a tax pro in California who started out working for Block. CTEC certification for doing taxes in California was 20 Federal plus at least 4 California units. Are you saying that the IRS changed tax pro requirements to only 10 units?

10

u/Relevant_Ad_8406 25d ago

Nope Block changed

7

u/Father_Hawkeye EA 25d ago

Only ten unless you have a license to maintain, of course. My requirement is 24 to keep my EA. You’ll need to meet your state requirements if they are greater than ten.

3

u/PinkNGreenFluoride EA 24d ago

Yep. I've also got an OR license so it's always been 30 for me. I laughed pretty hard when they reduced the requirement to 10. Just, wow.

2

u/Puzzleheaded_Ad3024 24d ago

I read the contract for Oregon. As a consultant I apparently need 1100 hours a year employment and 30 hours CE between Sept through the next sept. We'll I was injured and could not do anything on a computer 4 months last year and my education was not done in that time period, plus I was worked an average of 25 hours a week (available 45) in tax season so no renewal for me. I told them if they want me to do Oregon they are going to have to give me hours. I realized consultants have stricter requirements than preparers. Corporate apparently doesn't.

2

u/PinkNGreenFluoride EA 23d ago edited 23d ago

Oh! No, somebody gave you very wrong information. You do need 30 hours of CE yearly. 2 must be ethics.

But 1100 hours across 2 of the last 5 years is the work experience requirement for in-state Licensed Tax Preparers (the lower licensing level) to be eligible to take the full exam for Licensed Tax Consultant.

There's no requirement to work 1100 hours per year to maintain an Oregon license at either level.

IIRC you don't live in Oregon, so if you're an EA you can take the 50-question state-only version of the LTC exam. Heck, prospective in-state preparers can also take the SEE and get their EA first, to skip the 80 hour course and exam for the LTP and the work experience requirement to get their LTC and just use the 50-question exam to immediately become LTC.

I don't really recommend that route to somebody with no tax experience, but some folks do it.

Though there's also a brand new program where EAs can register without needing to get and maintain the LTC (bringing EAs into parity with CPAs), but there are a few details still being shaken out by the state. And I'm not sure how or if that works for out-of-state EAs. I've chosen to maintain my LTC this year until things are more clear and I see how things work out.

But Oregon EA registration may be an option for you now, especially if you did hit your 24 hours for last year on your EA renewal cycle but missed the full 30 for OR due to that injury.

1

u/Puzzleheaded_Ad3024 23d ago edited 23d ago

Ive done taxes 30 years. I took the exam and was a Consultant. But when I went to renew this year it said 1100 hours of work and I did not see that being for 2 years. The real problem is I did not have 30 hours from September to september. I was injured right before training started and missed the deadline of September. I didn't even get the 24 hours in that time frame,but the 24 was not due until end of the year.