Tax Strategy Specialist & Client Advisor

H&R Block, Inc.; Northern (KY); On-site; USD 63,000 - 94,000; Full time

Benefits offered by this job

401(k) Plan

Medical and Prescription Drug Coverage

Associate Discount Program

Job summary

H&R Block, Inc. is seeking a Tax Accountant who applies accounting principles and tax expertise to analyze financial information, prepare tax returns for individuals, businesses, and partnerships, and support audits.

You will mentor peers, drive process improvements, and ensure compliance with GAAP and tax regulations while building strong client relationships and delivering timely, accurate tax services. Join a collaborative team that emphasizes professional growth, competitive pay, and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (or equivalent).
• 3+ years of individual tax return experience, including at least 1 year preparing business/entity returns and 2 years of accounting experience
• Working knowledge of GAAP and tax regulations, with the ability to interpret and apply complex policies, procedures, and requirements
• Proficiency with accounting systems, bookkeeping software, spreadsheets, databases, and other financial technology tools
• Strong verbal, written, and interpersonal communication skills with a client-service mindset
• Demonstrated critical thinking, organization, and ability to manage multiple priorities while meeting deadlines
• Completion of the H&R Block Tax Knowledge Assessment, Income Tax Course (or equivalent), and Tax Accountant Assessment, with the ability to work independently and deliver projects on time

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
• Identifying opportunities to minimize tax liability through deductions and credits.
• Engage regularly with clients and maintain 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 and completeness of the interfaced data. Perform follow up and resolution of determined issues
• Provides guidance and assistance to Associate Tax Strategists as needed

Skills

GAAP knowledge

Tax regulations knowledge

Communication skills

Analytical thinking

Multitasking

Education

Bachelor's degree in Accounting/Finance

Tools

PeopleSoft GL

ADP

Xero

UltraTax

Job description

H&R Block, Inc. is seeking a Tax Accountant who applies accounting principles and tax expertise to analyze financial information, prepare tax returns for individuals, businesses, and partnerships, and support audits.

You will mentor peers, drive process improvements, and ensure compliance with GAAP and tax regulations while building strong client relationships and delivering timely, accurate tax services. Join a collaborative team that emphasizes professional growth, competitive pay, and