Associate Tax Strategist

H&R Block, Inc.; Virginia Beach (VA); On-site; USD 47,000 - 78,000; Full time

Job summary

H&R Block, Inc. in Virginia Beach is seeking a skilled tax accountant to analyze financial information, prepare tax and financial statements, and support audits. You will advise on tax matters, research regulations, and manage client relationships while staying current with federal and state tax laws. Strong Excel skills and ability to meet deadlines are essential.

Qualifications

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience.
• Experience in accounting and tax return preparation is required or preferred.
• Knowledge of GAAP and integrated online accounting applications is essential.

Responsibilities

• 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 including tax code research and tax planning.
• Identify areas to reduce tax and increase profit.
• Engage with clients and maintain strong relationships.
• Stay current with federal/state tax laws and market trends.
• Assist with month/quarter/year-end analysis and data validation.
• Process subsystems data and resolve issues.

Skills

Accounting experience

Tax returns

GAAP knowledge

Integrated accounting apps

Communication skills

Critical thinking

Multitasking

Deadlines

Excel macros

Pivot tables

Queries

Education

Bachelor's degree in related field

Tools

ADP

Xero

UltraTax

Karbon

Job description

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. 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

What you'll bring to the team...

• 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

It would be even better if you also had...

• Experience with ADP, XERO, Ultra Tax, & KARBON
• Strong knowledge of tax law and statutory regulations

Required Qualifications

Education:

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

Why work for us

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.

Pay Range Information

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.

Pay Range

$25.10 - $37.64/Hr.