How to Join the H&R Block Team- A Step-by-Step Guide to Becoming a Tax Preparer_1

How to Become a Tax Preparer at H&R Block

If you’re interested in a career in tax preparation and want to join one of the most reputable tax preparation companies in the United States, H&R Block is an excellent choice. H&R Block offers a variety of opportunities for aspiring tax preparers to gain valuable experience and build a successful career. In this article, we will guide you through the steps to become a tax preparer at H&R Block.

1. Education and Qualifications

The first step to becoming a tax preparer at H&R Block is to ensure you meet the educational and qualification requirements. While there is no specific degree requirement, most tax preparers have a background in accounting, finance, or a related field. Additionally, H&R Block requires candidates to have a high school diploma or equivalent.

2. Enroll in the H&R Block Tax Course

To prepare for the tax preparer role at H&R Block, you will need to enroll in their tax course. This course is designed to provide you with the necessary knowledge and skills to become a proficient tax preparer. The course covers a wide range of topics, including tax laws, tax preparation software, and client communication.

3. Pass the Tax Preparer Certification Exam

Once you have completed the H&R Block tax course, you will need to pass the Tax Preparer Certification Exam. This exam is designed to test your knowledge of tax laws and regulations. To pass the exam, you must achieve a minimum score of 70%. Upon passing the exam, you will receive a Preparer Tax Identification Number (PTIN), which is required to prepare taxes for clients.

4. Gain Experience

While not a requirement, gaining experience in tax preparation can significantly improve your chances of getting hired at H&R Block. Consider volunteering at a local community center or working as a tax preparer for a different tax preparation company to gain practical experience.

5. Apply for a Position at H&R Block

After completing the necessary education, training, and gaining experience, you can start applying for positions at H&R Block. You can search for job openings on their official website or submit your resume directly to their hiring department. Ensure that your resume highlights your relevant skills, qualifications, and experience.

6. Attend an Interview

If your application is successful, you will be invited to attend an interview. During the interview, be prepared to discuss your tax preparation experience, knowledge of tax laws, and why you want to work at H&R Block. Dress professionally and arrive on time to make a good impression.

7. Complete Onboarding and Training

Once you are hired as a tax preparer at H&R Block, you will need to complete the onboarding process and attend additional training sessions. This will help you familiarize yourself with the company’s policies, procedures, and tax preparation software.

Conclusion

Becoming a tax preparer at H&R Block requires dedication, education, and experience. By following these steps and continuously improving your skills, you can establish a rewarding career in tax preparation. Good luck on your journey to becoming a tax preparer at H&R Block!