Tax Strategy Specialist - Corporate & Personal

H&R Block; Novato (CA); On-site; USD 75,000 - 113,000; Full time

Job summary

H&R Block is seeking a Tax Accountant to analyze financial information and prepare corporate and partnership tax returns, statements for audits, and related reports. You will provide guidance on federal/state tax laws and assist with tax planning for clients and accounts.

The role requires at least 2 years of accounting and 1 year of business tax/entity returns experience, along with strong communication skills and knowledge of GAAP.

Qualifications

• Bachelor's degree or equivalent experience in accounting
• Minimum 2 years’ accounting experience
• Minimum 1 year business tax/entity returns experience
• Knowledge of GAAP
• Proficiency with bookkeeping software and spreadsheets
• Ability to meet deadlines and manage multiple tasks
• Strong verbal and written communication
• Experience with tax preparation and research
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent

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
• 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
• Provides guidance and assistance to Associate Tax Strategists as needed

Skills

GAAP

Tax software

Client communication

Time management

Tax accounting

Education

Bachelor's degree

Tools

PeopleSoft

Job description

H&R Block is seeking a Tax Accountant to analyze financial information and prepare corporate and partnership tax returns, statements for audits, and related reports. You will provide guidance on federal/state tax laws and assist with tax planning for clients and accounts.

The role requires at least 2 years of accounting and 1 year of business tax/entity returns experience, along with strong communication skills and knowledge of GAAP.