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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, tax preparation, and compliance with federal and state tax laws. Proven ability to manage client relationships and mentor peers while ensuring accuracy in financial reporting and tax administration.
Highest-signal resume keywords
Financial AnalysisTax PreparationGAAP ComplianceClient ServicesTax Law Knowledge
About the role
Key responsibilities & impact- Analyze financial information and prepare financial, tax, and BAS statements
- Prepare corporate entity, partnership, personal, and business income tax returns
- Prepare statements for audits
- Prepare, submit, and manage tax statements and returns for businesses and clients
- Provide advice on financial and tax matters
- Mentor and guide peers through knowledge transfer and skill development
- Foster and enhance continuous improvement initiatives
- Process financial information and materials in compliance with reporting requirements
- Create and return statements and documents to clients by set deadlines
- Manage tax administration for assigned accounts, including tax code research, tax return preparation, and tax planning
- Identify opportunities to minimize tax liability through deductions and credits
- Engage regularly with clients and maintain strong relationships
- Stay current with federal and state tax laws, regulatory and compliance requirements, tax planning techniques, financial landscape, and market trends
- Assist with month-end, quarter-end, and year-end account analysis
- Validate subsystem and interfaced data accuracy and completeness
- Process subsystem or subsidiary interfaces and resolve identified issues
- Provide guidance and assistance to Associate Tax Strategists
Requirements
What you’ll need- Bachelor's degree in a related field or equivalent through a combination of education and related work experience
- Minimum of 2 years' accounting experience
- Minimum of 1 year business tax/entity returns experience
- Experience with GAAP (Generally Accepted Accounting Principles)
- Mid-level 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
- Familiarity with bookkeeping software, spreadsheets, and database management
- Ability to adapt to new tools and automation
- Successful completion of the H&R Block Tax Knowledge Assessment, Income Tax Course or equivalent, and Tax Accountant Assessment
- Good verbal and written skills
- Client Services experience
- Ability to complete assigned projects on time with minimal supervision
- Ability to correctly interpret and apply complex instructions, policies, and regulations
- Experience with PeopleSoft general ledger and query preferred
- Knowledge of tax law and statutory regulations preferred
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
- Incentive compensation or short-term incentive plans may provide additional earnings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationTax Return PreparationTax Code ResearchTax PlanningAccount AnalysisBookkeeping SoftwareIntegrated Online Accounting ApplicationsData Accuracy ValidationTax Liability MinimizationRegulatory Compliance
Soft Skills
Effective CommunicationCritical ThinkingTime ManagementInterpersonal SkillsAdaptability
Tools & Technologies
PeopleSoftSpreadsheetsDatabase Management
Certifications & Qualifications
H&R Block Tax Knowledge AssessmentIncome Tax CourseTax Accountant Assessment
Industry Keywords
Financial ReportingBAS StatementsCorporate Tax ReturnsPartnership Tax ReturnsPersonal Tax ReturnsAudit PreparationContinuous Improvement Initiatives