UNKNOWN

FEED

3-4 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients. Local partners from a boutique-style and family operated accounting firm in the skilled and beautiful town of Huntsville, Alabamahave engaged us to find a skilled tax associate with 2-3 years of tax prep and review experience.

YEAR

Local partners from a boutique-style and family operated accounting firm in the skilled and beautiful town of Huntsville, Alabama<b></b>have engaged us to find a skilled tax associate with 2-3 years of tax prep and review experience.<div><br/></div><div>This is a firm that truly values work life balance, puts employees first, and doesn't work wild hours like some firms. The partners are looking for an senior tax associate that can be on a fast track to promotion soon, and that handle a variety of tax prep and review for a variety of local area businesses.</div><div><br/></div><div>Our team at Caliber Recruiting Group exclusively partners with progressive thinking, locally based accounting firms. Almost all of our partners we work with are designing firms that foster employee growth, provide a great employee work life balance, and most of which have a clear partner track and or equity potential for their members. We don't partner with firms that you may have personally experienced as having a high stress, 75 hour a week schedule and do not have a clear promotion path for both pay and management level. </div><div></div><div>About this Role:</div><div><br/></div><div><ul><li>Pay: $95,000- $125,000 (could be more, commensurate with experience)</li><li>Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.</li><li>Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax</li><li>Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met</li><li>Work with the IRS at times for resolutions needed</li><li>Work well with the partners for any special cases</li></ul><div><br/></div></div><div>What you will provide:</div><div><br/></div><div><ul><li>Bachelors degree in accounting, finance, stats, business administration or related field</li><li>CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA</li><li>3-4 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients</li><li>Very proficient with various tax software programs</li><li>Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently</li></ul><div>Job Details:</div></div><div><br/></div><div><ul><li>Full time Monday through Friday</li><li>Hours capped in busy season unlike a lot of firms where you may work 70-80 hours a week</li><li>Pay: $110,000- $140,000</li><li>Health Insurance is Employer subsidized</li><li>Tuition reimbursement for CPA licensure, EA courses, or other continuing Ed.</li><li>Flexible work environment</li><li>Dental Plan</li><li>401k</li><li>Quick promotion potential</li></ul><div>If this sounds like a good fit, please apply today! If you don't think this is the ideal role, still apply so we can talk more in detail about what you are looking for! - Andrew</div></div>

Caliber Recruiting Group

Tax Senior - Family Accounting Office

Accounting

Alliance/Partner Marketing

Business Administration

Certified Public Accountant (CPA)

Dental Insurance

Federal Laws and Regulations

Finance

Health Insurance

High Net Worth

Tax Regulations

Tax Returns

Tax Software

NinjaGig

OTHER

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. If you’re looking to make an impact, H&R Block is the place for you. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Our Company:
<p>At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.</p><p> </p><p>We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.</p><p> </p><p>At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.</p>

A Typical Day:
<ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Conduct tax interviews with clients</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Increase retention of all clients</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Offer additional products and services</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Generate business growth by supporting business to business sales activities</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Provide IRS audit support & attend audits as needed</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Further develop tax expertise</li><li style="margin:0in 0in 8pt 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Mentor and support teammates</li></ul>

What you'll bring to the team...:
<ul><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">High School Diploma or equivalent</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Experience completing individual returns</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Tax planning and audit support</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Ability to effectively communicate in person and in writing</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course<sup>1</sup></li><li style="margin:0in 0in 8pt 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Additional experience for this position is acquired through training upon hiring</li></ul>

It would be even better if you also had...:
<ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Knowledge and experience with a Windows-based computer system</li><li style="margin:0in 0in 0in 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Experience working in a fast-paced customer service environment </li><li style="margin:0in 0in 8pt 0px;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">Availability to work in multiple locations and/multiple hours</li></ul>

Why work for us:
<p style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.</p><ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0in 0px;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"><strong>Employee Assistance Program</strong> with Health Advocate.</li><li style="margin:0in 0in 0in 0px;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"><strong>Wellbeing program</strong>, BetterYou, to help you build healthy habits. </li><li style="margin:0in 0in 0in 0px;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"><strong>Neurodiversity</strong><strong>and caregiver support</strong> available to you and your family. </li><li style="margin:0in 0in 0in 0px;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"><strong>Various discounts</strong> on everyday items and services.</li><li style="margin:0in 0in 0in 0px;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"><strong>Benefits with additional eligibility requirements</strong>: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. </li><li style="margin:0in 0in 0in 0px;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif">Check out all available benefits at <a href="http://www.blockbenefits.com" rel="nofollow" style="color:#0563c1;text-decoration:underline">www.blockbenefits.com</a>. </li></ul><p style="margin:0in 0in 0in 0.5in;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"> </p><p style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif"><strong>The Community You Will Join:</strong></p><p style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. </p><p style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. </p><p style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif">H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.</p><p style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:'aptos' , sans-serif"><strong>If you’re looking to make an impact, H&R Block is the place for you. </strong></p><p style="margin:0in;line-height:normal;font-size:11pt;font-family:'aptos' , sans-serif"><br/><em>1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.</em></p>

Sponsored Job:
#29545

H&R Block

Pre-Season Tax Professional

Business Growth

Business Support

Business-to-Business (B2B)

Communication Skills

Computer Systems

Continuous Improvement

Customer Experience

Customer Relations

Customer Retention/Renewal

Customer Support/Service

Employee Assistance Plan

Health Plan

Income Tax

Interviewing Skills

Mentoring

Microsoft Windows Operating System

Process Improvement

Sales

Stock Purchase Plans

Strategic Planning

Tax Accounting

Tax Planning

[AW]-iCims

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. A Typical Day: As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year.

Our Company:
<p style="margin:0px">At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.</p><p style="margin:0px"> </p><p style="margin:0px">We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.</p><p style="margin:0px"> </p><p style="margin:0px">At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.</p>

A Typical Day:
<p>As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year. </p><p> </p><p>Joining <strong>Block Advisors </strong>as a <strong>Tax Advisor</strong> means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. </p><p> </p><p>Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. </p>

What you'll bring to the team...:
<ul><li>Build year-round client relationships  </li><li>Provide tax preparation, tax audit support and tax planning year-round </li><li>Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) </li><li>Generate business growth, increase client retention, and offer additional products and services </li><li>Provide clients with IRS support  <ul><li>All certification levels can provide tax notice services  </li><li>Circular 230 associates can provide audit representation </li></ul></li><li>Grow your tax expertise </li><li>5+ years of tax experience  </li><li>Experience completing individual tax returns </li><li>Tax planning and audit support </li><li>Ability to effectively communicate in person and virtually </li><li>Comfort working with virtual tools – video conferencing and chat </li><li>Experience working in a fast-paced, supportive environment </li><li>Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent  </li><li>Must complete continuing education requirements and meet all other IRS and applicable state requirements </li></ul>

It would be even better if you also had...:
<ul><li>CPA or Enrolled Agent certification </li><li>Experience completing business tax returns </li><li>Experience conducting virtual tax interviews </li><li>Sales and/or marketing experience  </li><li>Bachelor’s degree in accounting or related field  </li></ul>

Why work for us:
<p>At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. </p><ul><li><strong>Employee Assistance Program</strong> with Health Advocate. </li><li><strong>Wellbeing program</strong>, BetterYou, to help you build healthy habits.  </li><li><strong>Neurodiversity and caregiver support</strong> available to you and your family.  </li><li><strong>Various discounts </strong>on everyday items and services. </li><li><strong>Benefits with additional eligibility requirements</strong>: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.  </li><li><a href="http://www.blockbenefits.com/" rel="noopener nofollow noreferrer" target="_blank">Click here to checkout all available benefits. </a></li></ul><p> </p><p><strong>The Community You Will Join: </strong></p><p> </p><p>At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.  </p><p> </p><p>You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.  </p><p> </p><p>H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. </p><p> </p><p><strong>If you’re looking to make an impact, H&R Block is the place for you.  </strong></p><p> </p><p><em>*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. </em><br/> </p>

Sponsored Job:
#35103

Block Advisor Tax Advisor

In this role, you will support financial planning operations, manage client data with precision, and help prepare for client and prospect meetings, including timely and thorough follow-up. Master and actively utilize Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.

<p style="border:none;padding:0in"><strong>OVERVIEW</strong></p><p>We are seeking a motivated, detail-oriented Financial Planning Associate to join our growing team. In this role, you will support financial planning operations, manage client data with precision, and help prepare for client and prospect meetings, including timely and thorough follow-up.</p><p> </p><p style="border:none;padding:0in"><strong>RESPONSIBILITIES</strong></p><ul><li>Prepare and update client review meeting materials, demonstrating proficiency in Excel and a solid understanding of financial planning fundamentals.</li><li>Support post-meeting follow-up by maintaining accurate client notes and diligently tracking all action items to completion.</li><li>Drive plan action items to completion in alignment with our service standards, debriefing with the advisor as needed.</li><li>Collaborate with team Client Service Representatives (CSRs) to address client service requests and reinforce the firm's service model.</li><li>Master and actively utilize Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.</li><li>Generate performance and asset allocation reports to support thorough and timely client reviews.</li><li>Coordinate client and prospect scheduling and communications to ensure a seamless and professional experience.</li><li>Enter and maintain client data across multiple software platforms, upholding high standards of accuracy and completeness.</li><li>Organize and manage client files with strict attention to confidentiality and accuracy.</li><li>Contribute to team initiatives such as tax season support and client appreciation efforts, and assist with additional duties as assigned.</li></ul><p> </p><p style="border:none;padding:0in"><strong>FUTURE EXPECTATIONS</strong></p><ul><li>Build the financial planning expertise needed to develop and present comprehensive financial plans independently.</li><li>Sharpen analytical skills by constructing customized financial plans and forward-looking projections.</li><li>Expand knowledge of investment vehicles, strategies, and portfolio management principles.</li></ul><p> </p><p style="border:none;padding:0in"><strong>EDUCATION, EXPERIENCE AND SKILLS</strong></p><ul><li>Bachelor's degree is required with a focus in finance preferred.</li><li>Minimum of 2 years' experience in the financial industry, or internship/college experience in the wealth management/planning field.</li><li>Effective organizational and communication skills, knowledge of Microsoft Office products </li><li>Strong focus on customer service skills and ability to multi-task in both a team setting and independently</li><li>Knowledge or experience using AI for research purposes is preferred.</li></ul><p> </p><p style="border:none;padding:0in"><strong>BENEFITS</strong></p><ul><li>This is a full-time, on-site position, located in our Huntsville, AL office.</li><li>Competitive salary and benefits package, including health insurance, retirement plan, generous time off and professional development opportunities.</li></ul>

Tax Associate Jobs in Huntsville, AL

Jobs

Similar Job Searches

Stand out to leading employers.

Tax Associate Jobs in Huntsville, AL

Jobs

Tax Senior - Family Accounting OfficeCaliber Recruiting Group

Pre-Season Tax ProfessionalH&R Block

Block Advisor Tax AdvisorH&R Block

Financial Planning AssociateKeel Point, LLC

Similar Job Searches