Associate Tax Strategist

H&R Block; Virginia Beach (VA); On-site; USD 35,000 - 52,000; Full time

Job summary

H&R Block in Virginia Beach is seeking an accounting professional to analyze financial information and prepare tax returns for individuals and businesses. You will ensure compliance with GAAP and tax regulations while supporting clients with financial guidance.

Responsibilities include preparing corporate and partnership returns, managing tax statements, and collaborating with clients to deliver accurate, timely documents. A related bachelor's degree and accounting experience are expected.

Qualifications

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

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 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

Skills

Communication skills

Critical thinking

Multitasking

Deadline oriented

Interpersonal skills

Education

Bachelor’s degree in related field

Tools

ADP

XERO

UltraTax

KARBON

MS Word

MS Excel

Pivot Tables

Macros

Query

Job description

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.

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

Education

Required Qualifications

• 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.