![]() ![]() lunch break and answers my questions about job perks and misconceptions. Matthews is nice enough to hold off on most of these tasks during our 4:00 p.m. He has specific targets he has to hit every day. Matthews is also constantly checking in on how his two offices are performing that day, revenue-wise. I love helping clients, but managing my team takes time, too." Today, he's slated to see three clients, two of whom were past clients.Īny lapse between clients, I learn, is used for customer service calls, responding to emails or doing any returns that clients have dropped off. While most tax pros see six to eight clients per day, Matthews sees two to three, and sometimes none: "Some days, I need to focus on running the office. Matthews will also prepare for his client meetings, which are scheduled for 2:00 p.m., 5:00 p.m. The morning is devoted to more office management and organizational tasks. ![]() He went back to H&R Block and picked up right where he left off: working the front desk, which he did for the next two years before becoming a certified tax professional. "I did it for one primary and two general elections and I vowed to never do it again, even though it paid pretty well." "I hated it," he recalls of the 18-hour shifts that started at 4:30 a.m. While he's been preparing taxes for five years, he's actually been with the company for eight.Īfter graduating from Brooklyn College with a degree in political science, Matthews took a job as a poll clerk. His mom, also a tax professional for H&R Block, suggested he pick up hours at the company during his senior year of college to make some extra money. While Matthews goes through his inbox and manages the schedule for his offices, he tells me a bit about how he got to where he is now. ![]()
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