Lead Tax Strategist

About The Role

The Lead Tax Strategist is a subject matter expert who applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. This role involves preparing corporate entity and partnership returns, as well as personal and business income tax returns and statements for audits. The advisor is responsible for the preparation, submission, and management of tax statements and returns for businesses and clients. They provide expert financial and tax advice, requiring in-depth knowledge of relevant regulations, laws, and acts. The advisor is expected to drive and enhance continuous improvement initiatives, leveraging their expertise to optimize processes and outcomes.

Required Qualifications

• Bachelor's degree or the equivalent through a combination of education and related work experience
• 8 years Minimum Related Work Experience
• Minimum of 8 years accounting experience
• Minimum of 5-year business tax/entity returns experience
• Advance experience with GAAP - Generally Accepted Accounting Principles
• Advance experience with integrated online accounting applications
• Effective oral, written, and interpersonal communication skills
• Demonstrated critical thinking skills
• Highly skilled handling multiple tasks and project 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

Preferred Qualifications

• Experience with PeopleSoft general ledger and query preferred
• Possessing strong knowledge of tax law and statutory regulations
• Prior team lead/management experience