Associate Tax Strategist

H&R Block

. Apply accounting principles to analyze financial information and prepare financial reports .

Posted 9/17/2026full-timeVirginia Beach • Virginia • United StatesJuniorMid-Level💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting principles, tax preparation, and financial reporting, with a strong focus on compliance with federal and state tax laws. Proficient in managing client relationships and providing strategic tax advice to optimize financial outcomes.

Highest-signal resume keywords

Accounting PrinciplesTax PreparationGAAP KnowledgeMS Excel ProficiencyTax Law Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingBusiness Tax ReturnsTax Statement PreparationTax PlanningCritical ThinkingData Accuracy ValidationMonth-End Account AnalysisBAS Statement PreparationTax Code ResearchIntegrated Online Accounting Applications

Soft Skills

Effective CommunicationInterpersonal SkillsDeadline ManagementMultitasking

Tools & Technologies

ADPXEROUltra TaxKARBONMS Word

Industry Keywords

Tax ComplianceFinancial AnalysisRegulatory RequirementsClient Relationship ManagementMarket Trends Research

About the role

Key responsibilities & impact

Apply accounting principles to analyze financial information and prepare financial reports
Prepare corporate entity and partnership returns
Prepare business income tax returns and statements for audits
Prepare, submit, and manage tax statements and returns for businesses and clients
Provide advice on financial and tax matters
Prepare tax statements, financial statements, and BAS statements at required intervals
Create and return statements and documents to clients by set deadlines
Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
Identify opportunities for clients and businesses to reduce tax, make claims, and increase profit
Engage regularly with clients and maintain strong relationships
Stay current on federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
Research the financial landscape and market trends
Assist with month-end, quarter-end, and year-end account analysis for assigned lines of business
Validate subsystem and interfaced data accuracy
Process subsystem or subsidiary interfaces
Follow up on and resolve identified issues

Requirements

What you’ll need

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 projects simultaneously
Demonstrated ability to meet deadlines
Proficiency in MS Word and Excel, including macros, pivot tables, and queries
Experience with ADP, XERO, Ultra Tax, and KARBON is preferred
Strong knowledge of tax law and statutory regulations is preferred
Bachelor’s degree in a related field or equivalent through a combination of education and related work experience
Must work in Virginia Beach, Virginia, United States

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
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
Potential participation in incentive compensation or short-term incentive plans