{"id":1789979,"url":"https://alion.io/job/hr-block-associate-tax-strategist","title":"Associate Tax Strategist","company":{"id":2633,"name":"H&R Block","domain":"hrblock.com","url":"https://alion.io/company/hrblock","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Waupaca, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":101000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1839},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"QuickBooks","optional":false},{"name":"Xero","optional":false}],"status":"live","first_seen_at":"2026-10-03T17:46:28Z","employer_posted_date":"2026-10-03","last_verified_at":"2026-10-26T14:41:22Z","board_verified":true,"closed_at":null,"days_open":23,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":23},"description":"About the Role\nWe 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.\nThe 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.\nDay to day, you’ll…\nPrepare and review federal, state, and local tax returns with precision, ensuring compliance with all applicable laws and regulations.\ntax planning efforts to optimize tax liabilities and support long-term financial goals.\nConduct detailed analysis of financial statements, including balance sheets and income statements, to identify tax implications and opportunities for savings.\nManage complex accounting processes such as double entry bookkeeping, general ledger reconciliation, and regulatory reporting.\nUtilize various accounting software tools such as QuickBooks, Xero, ACS, UltraTax, and other financial software to streamline processes and enhance reporting accuracy.\nAssist in budgeting, financial analysis, and asset management activities to optimize resource allocation across departments.\nMaintain detailed documentation of all tax-related transactions, account reconciliations, and audit trails for transparency and compliance.\nRequired Qualifications\n3+ years of tax experience\nExperience completing all types/schedules for individual returns \nTax planning and audit support\nAbility to effectively communicate in person and virtually\nComfort working with virtual tools - video conferencing and chat\nExperience working in a fast-paced, supportive environment\nSuccessful completion of our Tax Knowledge Assessment \nMust complete continuing education requirements and meet all other IRS and applicable state requirements\nPreferred Qualifications\nCPA or Enrolled Agent certification\nExperience completing business tax returns\nExperience conducting virtual tax interviews\nBachelor’s degree in accounting or related field\nWhy work for us\nAt 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. 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