Associate Tax Strategist

H&R Block•Arab, AL

About The Position

The Associate Tax Strategist prepares and reviews personal and business income tax returns, supports audit activities, and ensures compliance with applicable tax laws and regulations. The role includes preparing, submitting, and managing tax statements and returns for clients and businesses, and providing strategic tax guidance and recommendations. It also involves analyzing financial statements for tax implications and potential savings, managing accounting processes and regulatory reporting, and maintaining thorough tax documentation and audit trails. The Associate Tax Strategist supports budgeting, financial analysis, and asset management, contributes to continuous improvement, and mentors and guides team members through knowledge sharing and skill development. The position uses accounting software and virtual communication tools to support accurate and efficient work.

Requirements

At least 3 years of tax experience.
Experience completing all types and schedules of individual tax returns.
Experience with tax planning and audit support.
Ability to communicate effectively in person and virtually.
Comfort working with virtual tools, including video conferencing and chat.
Experience working in a fast-paced, supportive environment.
Successful completion of the company's Tax Knowledge Assessment.
Must complete continuing education requirements and meet all other IRS and applicable state requirements.

Nice To Haves

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

Responsibilities

Prepare and review federal, state, and local tax returns in compliance with applicable laws and regulations.
Support tax planning efforts to optimize tax liabilities and contribute to long-term financial goals.
Analyze financial statements, including balance sheets and income statements, to identify tax implications and opportunities for savings.
Manage accounting processes, including double-entry bookkeeping, general ledger reconciliation, and regulatory reporting.
Use accounting and financial software to streamline processes and improve reporting accuracy.
Assist with budgeting, financial analysis, and asset management activities.
Maintain detailed documentation of tax transactions, account reconciliations, and audit trails.
Support audit activities and ensure adherence to reporting standards and regulatory requirements.
Mentor and guide team members through knowledge sharing, skill development, and professional growth.
Support continuous improvement initiatives.