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H&R Block: Tax Solutions & Opportunities

H&R Block is the world's largest tax services provider, with over 12,000 retail locations. It has revenues over $3 billion and prepares over 24 million tax returns worldwide annually. H&R Block employs over 9,000 bilingual tax professionals and serves clients through both retail offices and digital solutions. It helps clients claim billions in tax refunds and benefits each year.

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0% found this document useful (0 votes)
91 views13 pages

H&R Block: Tax Solutions & Opportunities

H&R Block is the world's largest tax services provider, with over 12,000 retail locations. It has revenues over $3 billion and prepares over 24 million tax returns worldwide annually. H&R Block employs over 9,000 bilingual tax professionals and serves clients through both retail offices and digital solutions. It helps clients claim billions in tax refunds and benefits each year.

Uploaded by

Aryan Kulkarni
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Mission

We look at your life through taxand find ways to help.

H&R Block is the worlds largest tax services provider, having prepared more than
650 million tax returns since 1955. There are approximately 12,000 company-owned
and franchise retail locations in all 50 states, Puerto Rico and other U.S. territories,
and on U.S. military bases around the world. An H&R Block branded retail office is
located within five miles of most Americans.

In fiscal 2014, H&R Block had revenues over $3.0 billion and prepared 24.2 million
tax returns worldwide.

Serving taxpayers with more than 12,000 retail offices and digital
tax solutions

H&R Block employs approximately 9,000 bilingual tax professionals and client
service professionals
H&R Block clients prepared more than 7.6 million tax returns through our digital
solutions in FY 2013
H&R Blocks digital business has been serving do-it-yourself clients for more than 15
years
In 2013, H&R Block helped clients claim more than $50 billion in tax refunds, credits
and other government benefits

Employing 80,000 highly trained tax professionals nationwide

Our tax professionals have access to The Tax Institute at H&R Block, staffed
primarily by CPAs, Enrolled Agents, tax attorneys and former IRS agents
A typical client is served by an H&R Block tax professional with more than a decade
of experience and hundreds of hours of training

Our tax professionals progress through a 14-level certification program, culminating


in master tax advisor status and must complete at least 15 hours of continuing
education annually
Serving the military

H&R Block has tax offices on 100 U.S. military bases around the world and
continues to grow
43 percent of active, reserve and retired service members used H&R Block for tax
preparation in 2012
More than 1,300 military spouses took H&R Blocks Income Tax Course for free,
which enables them to pursue careers as H&R Block tax preparers

History of excellence

H&R Block hasnt forgotten its Main Street roots as its grown from a hometown
company to the leading consumer tax company, bringing tax and related solutions
to clients year round. Brothers Henry W. Bloch and Richard A. Bloch founded the
company in 1955 based on a culture of providing superior client service and a
pledge to stand behind their work. Today, we continue to honor our past as we look
at your life through tax and find ways to help.

Community Involvement
We do the right thing.

At H&R Block, doing the right thing goes beyond tax


preparation. We are committed to doing the right thing in
the community as well as we continue the philanthropic
tradition established by our founders, Henry and Richard
Bloch.

H&R Block helps students and schools nationwide to help


increase teens financial fitness through H&R Block
Dollars & Sense. In addition, we are a proud partner with
the United Way, helping them to go beyond temporary
fixes and creating lasting change in our communities.
Lastly, we fund the H&R Block Foundation which works to
improve the quality of life in Kansas City through
thoughtful, innovative and responsible philanthropy.

H&R Block Dollars & Sense


Increasing financial knowledge awareness.
H&R Block Dollars & Sense provides personal finance curriculum
to high schools and scholarships to students nationwide. Since
2009, H&R Block Dollars & Sense has donated more than $3
million in grants and scholarships. Were committed to increasing
teens financial fitness and providing broad access to personal
finance education for students, teachers and parents. For more
information, visit www.hrblockdollarsandsense.com.
H&R Block and United Way
Creating lasting change in our communities.
H&R Block supports United Ways free tax preparation efforts by
donating the software that powers MyFreeTaxes.com, a free online
service that's helping millions of people get billions back in tax
refunds. In the last year, H&R Block associates have donated
almost $800 million to the United Way, support which helps
enable the United Way to go beyond temporary fixes to create
lasting change in communities around the world. By bringing
people and organizations together around innovative solutions,
the United Way is impacting millions of lives every year, and H&R
Block is a proud partner.

The H&R Block Foundation


Rooted in our community.
Since 1974, The H&R Block Foundation has improved the quality
of life by responding to the changing needs of people and
communities through thoughtful, innovative and responsible
philanthropy.
The Foundation grants approximately $2.5 million annually to
nonprofit organizations in Kansas City in support of arts and
culture, community development, education, and health and
human service.

We Have Two Opportunities

At H&R Block, we have multiple operating models to help you


achieve your business goals.

1. Become A Franchisee

H&R Block can help you grow your business and stay ahead of
industry changes. Convert your existing tax business to an H&R
Block franchise and receive the following benefits:

1. Receive a cash payment when you join our tea


2. Continue to set your own pricing, hours of operation and
more
3. Proven growth programs to help you expand your business
4. Continuing education courses that include tax code updates

5. Dedicated local support teams to help you grow your


business
6. We will pay up to 70% of the purchase price when you buy a
competitor
7. Innovative products and services that help attract and retain
clients
8. Multicultural support that includes a Spanish only website,
bilingual advertising, bilingual training programs, inbound
call center with bilingual agents and more
9. Local and national advertising that will help you grow your
business
play video
2. Sell Your Business

You can maximize the value of your business when you sell to
H&R Block. We will preserve your seasoned staff and client
relationships. You can stay involved in the business until you are
ready to retire. When you sell your business to H&R Block you will
receive the following benefits:

1.
2.
3.
4.
5.

Receive an upfront cash payment


We may hire your seasoned staff
Set your own retirement time table
Avoid broker fees, we deal directly with you
We are a qualified buyer with an excellent reputation

CAREER OPPORTUNITIES
What We Believe

Our culture and values reflect what is important to us: our people,
our clients, doing the right thing and creating shareholder value.
Our values reflect what is important to us and guide our daily
behavior. We believe in our people. We take care of our clients.
We deliver for our shareholders. We do the right thing.

We believe in our people

We bring out the best in our people and celebrate their successes.
We take a positive "no blame" approach, and continuously learn
from our mistakes.
We aim high.
We take care of our clients

We strive to consistently deliver more than our clients expect, and


always act in their best interest.
We serve our clients how they want to be served, and help them
year-round.
We deliver for our shareholders

We manage our resources wisely.


We build sustainable value and return on investment for our
shareholders.
We do the right thing

We hold ourselves to the highest ethical standards.


We are open and honest in everything we say and do.
We take accountability for our actions.

Tax Office Jobs

Flexible hours, new skills and strong client relationships make


working in our tax office rewarding.
H&R Block is the world's largest consumer tax services provider
and the leader in the tax preparation industry. We provide tax
advice throughout the year, drawing on more than 50 years of tax
preparation experience. Each year we hire thousands of additional
seasonal associates to look at our clients' lives through tax and
find ways to help.

Tax Office Seasonal Positions

Tax Professional

Tax professionals at H&R Block establish relationships with clients


to look at their lives through tax and find ways to help. We offer
tax courses to assist you with the skills you need to become a tax
professional. The H&R Block Income Tax CourseDisclaimer number

160. Scrolls to bottom of page. is recognized as the industry's


leading tax-training program. If you are an experienced tax
professional, there are abundant opportunities for you to further
advance your tax knowledge

Corporate Jobs

Get set for variety, opportunity and challenge, no matter where


you start.
At H&R Block, we look at your life through tax ... and find ways to
help. The H&R Block brand is rich in history and founded on the
timeless principles of quality service and client focus. This
foundation has served our organization well for more than five
decades and will continue to guide us for years to come.

We are the leading global consumer tax company bringing tax


and related solutions to clients year-round.

Given the variety of positions available within H&R Block's Client


Support Center (CSC) there is something for everyone.

Information Technology

Our IT department provides an exceptional customer experience


through reliable systems, consistent delivery and innovative
solutions. We have challenging and rewarding opportunities within
our corporate and field retail tax organization

Tax Operations Field Management

Tax Operations is the engine that runs the largest and most
successful tax company in the nation. This organization oversees
more than 11,000 company and franchise tax offices staffed by
regular full-time and seasonal associates. Positions include
district, regional and divisional leadership roles.

Corporate

Your taxes are our business, but we're not all tax professionals H&R Block has opportunities in Communications, Customer
Service, Financial Services, Government Relations, Human
Resources, Legal, Marketing and many other areas. As we
continue to grow we are constantly looking to complement our
associate base with bright minds and new ideas.

Tax Operations Support

We have a variety of service support opportunities to meet your


career interests. Our service support roles assist both internal
associates and our tax clients with their technical, product, and
general services questions.

Our Benefits

Our associates receive a comprehensive selection of benefits.


At H&R Block, we believe in our people, and with that belief is our
commitment to your total well-being: physical, financial, career,
team and community. Together, when we balance all of these
components, we are achieving personal strength, team strength
and organizational strength. Our comprehensive benefit offerings
provide you access to benefits that will help you plan for the
health and security of your family.

Full-Time Associates

Health and Wellness

Medical - H&R Block offers the Consumer Choice Plan, Max


Consumer Choice Plan and Basic Consumer Choice Plan. All three
plans qualify as a high deductible health plan, meaning you are
eligible to open a Health Savings Account, to which both you and
H&R Block contribute. These plans do not have any copayments
and preventive care is covered at 100%, even before the
deductible is met. Pharmacy coverage is included with these
plans, with maintenance drugs covered before deductible.

Physical Well-being - Throughout the year, we focus on physical


well-being and our commitment to helping you live a healthier
lifestyle. Our goals each year remain the same: healthy
associates and lower costs for both you and the Company. The
programs and resources we have in place, including a health
assessment and biometric screenings, help us achieve these

goals, and reward you for your efforts with incentives and
rewards!

Dental- The H&R Block dental plan provides preventive and


diagnostic services as well as restorative and orthodontia
coverage.

Vision- The H&R Block vision plan provides coverage for an annual
eye exam, as well as coverage for contacts, lenses and frames.

Life, Accidental Death & Dismemberment, Short-term and Longterm Disability- H&R Block provides a variety of options to help
you take care of yourself and your family in the event of injury,
illness or accident.

Flexible Spending Accounts - In addition to the Health Savings


Account, associates may also elect to defer money into either the
Medical or Dependent Care Flexible Spending Account.

Wealth Accumulation

Retirement Savings Plan - The H&R Block Retirement Savings


Plan, a 401(k) plan, provides the opportunity to save on a taxdeferred basis. H&R Block matches up to 4% of your contribution,
and, you are always 100% vested in both your and the Company
matching contributions.

Employee Stock Purchase Plan - This plan provides associates the


opportunity to purchase H&R Block common stock at a 15%
discount.

Other Benefits

Vacation(hourly associates), Time Away from Work (salaried


associates), Sick Time and Holidays
Legal Services
Discount Platform
Employee Assistance Program
Health Care Advocacy Assistance
Adoption Assistance
Tuition Assistance
Tax Preparation Services
Seasonal Associates

Medical Coverage
H&R Block will extend the opportunity to enroll in a company
sponsored medical plan to those seasonal associates who satisfy
the eligibility guidelines of the Affordable Care Act (ACA). H&R
Block's medical benefit satisfies the affordability and coverage
requirements outlined in the ACA.

Retirement Plans

Upon meeting the eligibility requirements, seasonal associates


may participate in the H&R Retirement Savings Plan 401(k).
Seasonal associates become eligible to participate in this plan by
completing 1,000 hours of service (1) between their initial
employment date and the first anniversary of employment or (2)
in any Plan Year (calendar year) beginning after their first day of
employment.

In addition, seasonal associates may qualify to participate in the


Employee Stock Purchase Plan if they meet the eligibility
requirements for that plan.

Discounts
Seasonal associates are also eligible for H&R Block's discount
program, Buy and Save. This is an online program offering
meaningful discounts on many products and services that
associates use every day.

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