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H&R Block · 5 hours ago

Associate Tax Strategist

Lincolnwood, IL

Full-time

Onsite

Entry Level

$27.60/hr - $41.39/hr

2+ years exp

H&R Block is a leader in tax preparation and financial services, dedicated to helping clients and communities. The Associate Tax Strategist will analyze financial information, prepare tax returns, and provide tax advice while maintaining strong client relationships and staying current with tax laws.

ConsultingRetailService IndustryTax Preparation

H1B Sponsor Likely

Hiring Manager

Kat M.

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

Qualification

Business tax returnsGAAPTax law knowledgeIntegrated accounting applicationsMS WordExcelMulti-tasking abilityDeadline managementEffective communicationCritical thinking

Required

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

Preferred

Experience with PeopleSoft general ledger and query preferred

Strong knowledge of tax law and statutory regulations

Benefits

Medical and prescription drug coverage

H&R Block Retirement Savings Plan (401(k) Plan)

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Company

H&R Block

Glassdoor3.8

H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

Founded in 1955

Kansas City, Missouri, USA

10001+ employees

https://www.hrblock.com

H1B Sponsorship

H&R Block has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2023 (1)