H&R Block

Associate Tax Strategist

H&R Block  •  Onsite  •  2 days ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Locations: WAUPACA, Wisconsin

Remote: No

Category: Tax Professional

Employee Type: ['Regular']

About the Role

We are seeking a highly skilled, motivated, and detail-oriented Associate Tax Strategist to join our team. The Tax Strategist will be responsible for preparing and reviewing personal and business income tax returns, supporting audit activities, and ensuring compliance with all applicable tax laws and regulations. This role involves preparing, submitting, and managing tax statements and returns for clients and businesses while providing strategic tax guidance and recommendations.

The ideal candidate will possess in-depth knowledge of tax regulations, laws, and compliance requirements, as well as strong analytical and problem-solving skills. In addition to tax-related responsibilities, this position will mentor and guide team members through knowledge sharing, skill development, and professional growth. The Associate Tax Strategist will also support continuous improvement initiatives and accurately process a variety of financial information and documentation while ensuring adherence to reporting standards and regulatory requirements.

Day to day, you’ll…

  • Prepare and review federal, state, and local tax returns with precision, ensuring compliance with all applicable laws and regulations.
  • tax planning efforts to optimize tax liabilities and support long-term financial goals.
  • Conduct detailed analysis of financial statements, including balance sheets and income statements, to identify tax implications and opportunities for savings.
  • Manage complex accounting processes such as double entry bookkeeping, general ledger reconciliation, and regulatory reporting.
  • Utilize various accounting software tools such as QuickBooks, Xero, ACS, UltraTax, and other financial software to streamline processes and enhance reporting accuracy.
  • Assist in budgeting, financial analysis, and asset management activities to optimize resource allocation across departments.
  • Maintain detailed documentation of all tax-related transactions, account reconciliations, and audit trails for transparency and compliance.

Required Qualifications

  • 3+ years of tax experience
  • Experience completing all types/schedules for individual returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools – video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of our Tax Knowledge Assessment
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

Preferred Qualifications

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

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

H&R Block

About H&R Block

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best.

We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates.

People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.

Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Kansas City, MO
Year Founded
1955
Social Media