Associate Tax Strategist

H&R Block•Virginia Beach, VA

11d•$25 - $38•Onsite

About The Position

This role involves applying accounting principles to analyze financial information and prepare financial reports. The Associate Tax Strategist will prepare corporate entity and partnership returns, business income tax returns, and statements for audits. They will also manage tax administration responsibilities, including tax code research, return preparation, and planning. A key aspect of the role is providing advice on financial and tax matters, requiring in-depth knowledge of relevant regulations, laws, and acts. The position also involves client engagement and staying current with tax laws and market trends. Additionally, the role supports month-end, quarter-end, and year-end analysis, processing subsystems, and validating interfaced data.

Requirements

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

Nice To Haves

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

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