Associate Tax Strategist

H&R Block, Inc.; Wisconsin; On-site; USD 60,000 - 90,000; Full time

Job summary

H&R Block, Inc. is seeking an Associate Tax Strategist in Wisconsin to prepare and review federal, state, and local tax returns, while delivering strategic tax guidance.

The role involves supporting audit activities, ensuring regulatory compliance, and mentoring team members to foster professional growth. Ideal candidates have 3+ years of tax experience, CPA/EA preferred, and comfort with virtual collaboration.

Qualifications

• 3+ years of tax experience.
• Experience completing all types/schedules for individual returns.
• Tax planning and audit support.
• Ability to communicate effectively in person and virtually.
• Comfort with video conferencing and chat tools.
• Experience in fast‑paced, supportive environments.
• Successful completion of Tax Knowledge Assessment.
• Must meet IRS and state continuing education requirements.

Responsibilities

• Prepare and review federal, state, and local tax returns with precision.
• Engage in tax planning to optimize liabilities and support financial goals.
• Analyze financial statements to identify tax implications and savings opportunities.
• Manage accounting processes including double entry bookkeeping and general ledger reconciliation.
• Utilize QuickBooks, Xero, ACS, UltraTax and other software to streamline reporting.

Skills

Tax experience

Communication skills

Team mentoring

Virtual tools proficiency

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent preferred

Tools

QuickBooks

Xero

ACS

UltraTax

Job description

About the Role

We are seeking a highly skilled, motivated, and detail-oriented Associate Tax Strategist to join our team. The Tax Strategist will be responsible for preparing and reviewing personal and business income tax returns, supporting audit activities, and ensuring compliance with all applicable tax laws and regulations. This role involves preparing, submitting, and managing tax statements and returns for clients and businesses while providing strategic tax guidance and recommendations.

The ideal candidate will possess in-depth knowledge of tax regulations, laws, and compliance requirements, as well as strong analytical and problem-solving skills. In addition to tax-related responsibilities, this position will mentor and guide team members through knowledge sharing, skill development, and professional growth. The Associate Tax Strategist will also support continuous improvement initiatives and accurately process a variety of financial information and documentation while ensuring adherence to reporting standards and regulatory requirements.

Day to day, you’ll…

• Prepare and review federal, state, and local tax returns with precision, ensuring compliance with all applicable laws and regulations.
• tax planning efforts to optimize tax liabilities and support long‑term financial goals.
• Conduct detailed analysis of financial statements, including balance sheets and income statements, to identify tax implications and opportunities for savings.
• Manage complex accounting processes such as double entry bookkeeping, general ledger reconciliation, and regulatory reporting.
• Utilize various accounting software tools such as QuickBooks, Xero, ACS, UltraTax, and other financial software to streamline processes and enhance reporting accuracy.
• Assist in budgeting, financial analysis, and asset management activities to optimize resource allocation across departments.
• Maintain detailed documentation of all tax‑related transactions, account reconciliations, and audit trails for transparency and compliance.

Required Qualifications

• 3+ years of tax experience
• Experience completing all types/schedules for individual returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools – video conferencing and chat
• Experience working in a fast‑paced, supportive environment
• Successful completion of our Tax Knowledge Assessment
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

Preferred Qualifications

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Bachelor’s degree in accounting or related field

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.