Associate Tax Strategist

H&R Block•Melbourne, FL

About The Position

Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process.

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 PeopleSoft general ledger and query preferred
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