Tax Advisor for Small Businesses

4 weeks ago


Cupertino, California, United States H&R Block Full time

Job Description:

We are seeking a highly skilled Tax Advisor to join our team in the Small Business Division. As a Tax Advisor, you will be responsible for analyzing financial information, preparing financial reports, and preparing corporate entity and partnership returns.

You will also be responsible for preparing business income tax returns and statements for audits, as well as managing tax administration responsibilities for assigned accounts. This includes tax code research, tax return preparation, and tax planning.

In addition, you will identify areas where clients and businesses can reduce tax, make claims, and increase profit. You will engage regularly with clients and maintain strong relationships, while staying current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques.

About the Role:

This is a challenging and rewarding role that requires strong analytical and communication skills. You will work closely with clients to understand their financial needs and provide tailored solutions to meet those needs.

Key Responsibilities:

  • Prepare tax statements, financial statements, and BAS statements at required intervals
  • Create and return statements and documents to clients by set deadlines
  • Prepare business income tax returns and statements for audits
  • Manage tax administration responsibilities for assigned accounts
  • Identify areas where clients and businesses can reduce tax, make claims, and increase profit
  • Engage regularly with clients and maintain strong relationships
  • Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques

Requirements:

  • 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 ability to use macros, pivot tables, and query

About H&R Block:

H&R Block is a people company first and a tax company second. We are committed to diversity and inclusion and are proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.


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