Associate Tax Strategist

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Quick Summary

Overview

About the Role What you'll do... Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns.

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OtherStrategist

About the Role

~1 min read

Responsibilities

~2 min read

Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process.Day to day, you'll...

  • →Prepare tax statements, financial statements and BAS statements at required intervals
  • →Create and return statements and documents to clients by set deadlines
  • →Preparing business income tax returns and statements for audits
  • →Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
  • →Identify areas where clients and businesses can reduce tax, make claims and increase profit
  • →Engage regularly with clients and maintaining strong relationships
  • →Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends
  • →Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems
  • →Process subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issues
  • Minimum of 2 years accounting experience
  • Minimum of 1 year business tax/entity returns experience
  • Knowledge of GAAP
  • Knowledge of integrated online accounting applications
  • Effective oral, written and interpersonal communication skills
  • Demonstrated critical thinking skills
  • Ability to handle multiple tasks and project simultaneously
  • Demonstrated ability to meet deadlines
  • Proficiency in MS Word and Excel including ability to use macros, pivot tables, and query
  • Experience with ADP, XERO, Ultra Tax, & KARBON
  • Strong knowledge of tax law and statutory regulations

Requirements

~1 min read

Education:

  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

What We Offer

~1 min read
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
$25.10 - $37.64/Hr.

Location & Eligibility

Where is the job
—
Location terms not specified

Listing Details

Posted
September 30, 2024
First seen
September 30, 2026
Last seen
September 30, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
17%
Scored at
September 30, 2026

Signal breakdown

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Associate Tax Strategist