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H&R Block Interview Questions

To help you prepare for a H&R Block job interview, here are 25 interview questions and answer examples.

H&R Block was written by and published on September 25th, 2019. Learn more here.

Question 1 of 25

We value accountability at H&R Block. If a customer sent a formal complaint about an interaction with you, how would you handle it?

How to Answer

Assure the interviewer that you are a person of integrity who will take responsibility for any shortcomings in the workplace. Briefly explain to the interviewer that you will handle H&R Block customers with great care.

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25 H&R Block Interview Questions & Answers

  • 1. We value accountability at H&R Block. If a customer sent a formal complaint about an interaction with you, how would you handle it?

      How to Answer

      Assure the interviewer that you are a person of integrity who will take responsibility for any shortcomings in the workplace. Briefly explain to the interviewer that you will handle H&R Block customers with great care.

      1st Answer Example

      "I understand that H&R Block has put a lot of work into building these long-term client relationships. If one of your clients complained about my communication with them, I would take full responsibility for my actions and issue an apology. I would also be open to feedback to avoid future incidences. Rest assured, in my 15 years of employment, I have not had any clients complain to my employer about my work ethic or delivery of service."

      2nd Answer Example

      "Constructive feedback is difficult to swallow at times, but it's helpful for me to remember that everyone receives constructive feedback from time to time. I will always do what is required of me to renew a client relationship."

  • 2. If you had to share difficult information with a client here at H&R Block, how would you approach that situation?

      How to Answer

      Working in tax preparation for business, both small and large, can often be a thankless job. Your role with H&R Block could entail the need for you to deliver difficult information to clients regarding their finances and tax situation. In your answer, be sure to focus on having both a sympathetic approach and an educational approach with the clients that you would be working with and explain why these approaches are the most effective.

      Written by Ryan Brunner on September 25th, 2019

      1st Answer Example

      "Last tax season, I had to do just that with a very high profile client. During my initial meeting with the CFO, they were mentally prepared to see the same tax burden as the year prior. But after my work was done, it was found that the organization's capital gains and real estate taxes had significantly increased. In seeing this on my own, I approached the CFO directly to inform her of what I found. I approached her directly because I knew that her personality best suited a straightforward approach. In preparing for speaking to her, I clearly demonstrated how the organization's selling of assets impacted them negatively when they weren't prepared for it. She was appreciative of my work and educating them for the future. I think this approach is one that I would take again with your clients if I were hired for this position."

      Written by Ryan Brunner on September 25th, 2019

      2nd Answer Example

      "Tax law is a great unknown for many businesses and individuals and yearly changes in law and lays of the land in business can bring the need to deliver bad tax news to clients. If I were to encounter a situation like this here at H&R Block, I would make sure that I clearly explain the issue to the client and hear their thoughts while empathizing with them. Then, to build trust with them moving forward, I would talk about strategies moving forward that would help ease their tax burdens moving forward."

  • 3. Have you ever had a time where you had to explain accounting processes or practices in layman's terms to someone? Why is the ability to do that important?

      How to Answer

      For people outside of the finance and accounting world, methods and terms can often be very confusing and part of your work with H&R Block may entail your ability to explain things in the simplest of terms to the leadership staff and employees of organizations that you will work with. If you have a specific time where you had to do this, discuss in detail how you did that and why you felt it was important to do that. Be sure to explain that accounting principles can be hard to grasp and that educating others is a part of your work that you take great pride in.

      Written by Ryan Brunner on September 25th, 2019

      1st Answer Example

      "In our world, financial terms and principles are almost second nature to us and it can be easy to take the knowledge we have for granted when talking with others. Last year, my current organization hired a new CEO that came from the sales side of the business and he was an extreme work in progress when it came to the financial and accounting side of the business. I took the time to sit down and explain our financial statements to him and get him used to the acronyms that are often used in our accounting department's email communications to leadership. He was very appreciative of my efforts and he really did catch on quickly moving forward in his new role."

      Written by Ryan Brunner on September 25th, 2019

      2nd Answer Example

      "As I understand the business here at H&R Block, I would have the opportunity to work as an accounting consultant with businesses both large and small. Through my career, I've had the ability work with leaders from many departments to talk about and explain accounting processes and how their job impacts the work of an accounting department. During these times, it was very important to relate things to the person's work in the easiest way possible. I have a lot of great experience in explaining things like ledgers and income statements to leaders so they can understand things in a way that is simple for them. This ability would translate nicely to the work I would be doing here with your clients."

  • 4. What kind of people do you enjoy working with?

      How to Answer

      Culture fit is a critical factor when looking for a new position. Talk to the interviewer about the types of personalities that you best work with. Be sure to remain positive and avoid using this as an opportunity to speak poorly of previous colleagues.

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  • 5. At H&R Block, we often work with both small and large businesses on their tax preparation. What common deductions would you recommend for small businesses?

      How to Answer

      As a trusted adviser at H&R Block, you will be relied upon by clients to help them find every way possible to minimize their tax burden. To prove your expertise to your interviewer, try to talk about one or two common tax deductions that are often overlooked by small businesses. Explain why the deduction is important to consider and what impact that can have on a future client you would be working with in this role.

      Written by Ryan Brunner on September 25th, 2019

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  • 6. What tax preparation programs do you familiarity working on?

      How to Answer

      While there is a large variety of tax preparation software available to tax professionals with each having their own specific niche markets and benefits, your interviewer is really looking to hear that you can be fluent in learning and utilizing any system. To reiterate that to your interviewer, talk about the different programs that you have worked on and efficiently learned and mastered throughout your career. Let them know that you are willing and able to work off of any system.

      Written by Ryan Brunner on September 25th, 2019

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  • 7. Due to the nature of H&R Block business and services we may ask that you complete a full background check. Are you willing to comply?

      How to Answer

      Many companies will ask for a background check before employing you. This due diligence could include a criminal record check, a credit check, a drivers' abstract, and education verification. The request will vary from company to company so you should always be prepared to comply with all requests. If there is a mark on your record, this is the best time to disclose that information.

      If you have a clean record: "I can fully understand why H&R Block would need to conduct background checks on all potential employees. I have a squeaky clean record and am happy to comply with any of your requests."

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  • 8. Working with our clients here at H&R Block often involves some initial conflict with our clients. How would you rate your ability to handle conflict or disagreements in the workplace?

      How to Answer

      When a consultant comes into an organization to help better an aspect of their business, there are many factors that can lead to initial conflicts with the consultant and their firm. Big egos not wanting a fresh new face and the fear of change are inevitable in this business and your interviewer wants to hear that you have the experience and ability to handle inevitable conflict that will come your way if hired for the position. While obviously rating yourself highly in this area, try to talk about a time where you handled difficult conflict on the job with ease.

      Written by Ryan Brunner on September 25th, 2019

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  • 9. Talk about a time you had to work with a very difficult person. What was the situation and how did you handle it?

      How to Answer

      At some point in any person's career, they have to work with a colleague or customer who is extremely difficult. Rather than looking to hear the fine details as to why this person was difficult, your interviewer will be looking to gain insight into how you personally handled the situation and others like it to ensure that a sound relationship was fostered even when you faced difficult circumstances. In your answer, some key things to focus on are your ability to be tolerant, understanding and a great communicator in these situations.

      Written by Ryan Brunner on September 25th, 2019

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  • 10. As a consultant here at H&R Block, you will have the opportunity to work with many accounting departments on tax filing for their business. When called upon, how would you go about verifying the accuracy of an accounting department?

      How to Answer

      No matter the size of the business and their accounting department, human error can lead to costly mistakes down the road if accuracy is not verified on the financial statements and books of a company that you would be consulting in this role. In your answer, talk specifically about your methods for verifying data entry and make it clear to your interviewer that this a step that you do not take lightly or overlook.

      Written by Ryan Brunner on September 25th, 2019

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  • 11. Rate your communication skills from 1-10 with proper examples backing your given rating.

      How to Answer

      On a scale of 1-10, how skilled are you in communication? Why did you choose that particular rating for yourself?



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  • 12. How did you maintain a good relationship with your most recent boss?

      How to Answer

      The interviewer wants to know that you are capable of maintaining a harmonious relationship with those who are considered your leaders.

      If your relationship with your boss wasn't fantastic, what efforts did you take to make it better? Here are some suggestions:

      - Try to understand what your boss values the most
      - Keep your cool, even when you want to lose it
      - Anticipate their needs and stay one step ahead
      - Take leadership opportunities to show your worth
      - Adapt to their preferences

      Some basic ground rules for a stable working relationship with your boss are open communication, proactive listening, and not taking things personally. Discuss the ways that you cultivated a healthy relationship with your boss.

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  • 13. Customer service is our top priority at H&R Block. What is your customer service philosophy?

      How to Answer

      Because H&R Block puts so much effort into their customer service reputation, the interviewer needs to be confident that your customer service values align with theirs. Be sure to research the H&R Block website and take note of any keywords they use when it comes to their customers. Match your language with theirs.

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  • 14. What customer service skills would you be able to bring as a tax preparer for the clients here at H&R Block? Why is providing strong customer service important to you?

      How to Answer

      H&R Block works hand in hand with businesses in their financial worlds and you as a consultant will be expected to provide great customer service to clients. In tax preparation, customer service comes in your ability to communicate and pay attention to detail to give the clients the best value and cost savings possible. For your answer, give your own personal touch to describe your customer service skills that you would bring to the team at H&R Block and don't hesitate to give any personal examples from your work history that demonstrate those skills.

      Written by Ryan Brunner on September 25th, 2019

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  • 15. At H&R Block we have many local competitors. In your opinion, what makes us stand out from the crowd?

      How to Answer

      It is crucial that you research H&R Block before your interview and be sure to learn about their business landscape. Who are their competitors? What are customers saying online? Check out some favorite review sites to get an idea of what the public is saying about H&R Block vs. their local competitors. Keep your answer positive and complimentary.

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  • 16. Would you say that you are a goal oriented person on the job? Why would you say that?

      How to Answer

      Success in business consulting is most often measured in the achievement of goals for clients and for this question, your interviewer will ideally be looking to hear that you are driven by goals and that you have the ability to set them as well. In your answer, give your interviewer the sense that you are goal oriented by giving an example or two of a time where you set and worked towards a goal as part of a team effort. Explain your part in the achievement of the goals and your ability to stay focused on the end result.

      Written by Ryan Brunner on September 25th, 2019

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  • 17. We have a wide range of services at H&R Block. Have you ever used any of our services?

      How to Answer

      The interviewer wants to know that you are well aware of the services offered at H&R Block. Have you used them previously? Discuss with the interviewer any exposure you have had to the company. Keep your response positive and lighthearted.

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  • 18. During our busy season here at H&R Block, the demand of clients under tight deadlines can create a great deal of pressure on our team. How do you work effectively under high pressure situations?

      How to Answer

      As the ebbs and flows of tax season culminate each year in the spring when workload and stresses are at their highest, your interviewer will be looking to hear that you are able to handle the stress of tight deadlines and worried clients by handling your work in a methodical and planned manner. Talk about your ability to multitask and prioritize your work to meet tight deadlines. Be sure to also talk about the importance of taking care of yourself mentally outside of work and explain how you do this.

      Written by Ryan Brunner on September 25th, 2019

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  • 19. In what ways would our clients here at H&R Block benefit from your knowledge and services?

      How to Answer

      This question is your chance to talk about the unique skills and knowledge that you would bring to H&R Block and that is exactly what your interviewer is looking to hear. In your answer, keep your focus centered on how clients of the organization will benefit from the things that you bring to their table because H&R Block is client focused in all that they do. To be effective with this answer, be sure to do your research on the clients at H&R Block and think about how your experience will be beneficial for them.

      Written by Ryan Brunner on September 25th, 2019

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  • 20. If you are hired for this position here at H&R Block, what do you think the biggest hurdle for you would be from the start?

      How to Answer

      For this question, you can showcase your research that you've done on both H&R Block and the role you are interviewing for by being upfront and honest about what you feel would be the biggest learning curve for you if hired for the position and giving your plan for how you would approach this hurdle. In your answer, make sure that you highlight your skills and abilities in making a molehill out of a mountain on your way to success in this role.

      Written by Ryan Brunner on September 25th, 2019

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  • 21. Talk about a time that you successfully educated another individual or group in your area of expertise. What made your educational experience effective?

      How to Answer

      The role that you are interviewing for with H&R Block will likely involve providing education to clients in your area of expertise. For this question, your interviewer will be looking to hear that you are comfortable and effective in providing education by having you talk about a time that you have done so. In the example that you provide, try to point out some key items to making business education successful like developing a plan/goals, respecting differing viewpoints/opinions, making it hands on and making it fun.

      Written by Ryan Brunner on September 25th, 2019

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  • 22. A key component to success here at H&R Block is building solid relationships with new clients. How do you effectively get to know new people and lay the groundwork for a long lasting relationship?

      How to Answer

      The fast paced world of business consulting requires the ability to build relationship after relationship with all of the clients that you will potentially be working with. For this question, your interviewer will be looking to gain insight into how you build relationships with new people from the first time you interact with them. In your answer, talk about how you gain and build trust with new people and explain how the little things in your initial interactions go a long way toward building long lasting working relationships.

      Written by Ryan Brunner on September 25th, 2019

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  • 23. To ensure you are qualified to work for H&R Block, do you have a preparer tax identification number (PTIN)?

      How to Answer

      As a professional tax preparer, you are likely aware that a PTIN is required for professionals that submit federal tax returns in the United States. Being that H&R Block and the person for this role are compensated for their tax preparation services in the United States, this is a simple screening question that your interviewer is asking to make sure that you are qualified to work with the clients of H&R Block. Ensure that your PTIN is up to date and if not, make sure to complete all steps for renewing prior to your interview.

      Written by Ryan Brunner on September 25th, 2019

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  • 24. Which accounting platforms are you familiar working with?

      How to Answer

      Coming to work for H&R Block as an accountant, your interviewer is looking to hear how fluent you are in working on the technical side of the job. Talk about your experience in working with some of the many accounting programs. No matter which programs you are familiar working with, make sure that your interviewer has the clear understanding that your readily adaptable to working on any program and that you understand the importance these platforms play in your work.

      Written by Ryan Brunner on September 25th, 2019

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  • 25. At H&R Block, our clients look to us to help find new and creative ways to save tax dollars. Have you ever had a unique situation where you helped an organization save tax dollars through your work and insight?

      How to Answer

      H&R Block is a trusted advisor to their clients on their corporate and small business taxes and your potential work in this position will put you in a position to be creative with your clients. Prior to your interview, think of a time in your work history where you can demonstrate the situation for the organization and came up with a creative tax savings solution for them. Upon answering this question, make sure that your interviewer walks away from your time together knowing that you have the ability to create solutions for clients that make a real difference.

      Written by Ryan Brunner on September 25th, 2019

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