Tax Strategist

About the role

As a Tax Strategist, you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit, and manage tax statements and returns for businesses and clients. The role involves providing advice on financial and tax matters, requiring in-depth knowledge of regulations, laws, and acts governing the process. You will serve as a business advisor to clients, aiming to maximize engagement and achieve qualitative outcomes.

Responsibilities

• Facilitate and manage the preparation and review of company federal tax returns and ensure accurate, timely filing of all tax forms.
• Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings.
• Identify and implement opportunities for process improvement in company tax procedures.
• Develop and implement strategic tax planning for all necessary federal and state taxes.
• Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents.
• Plan and develop an overall return calendar and coordinate timing and inputs with the tax team.
• Maintain effective control procedures over all aspects of the tax process.
• Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
• Monitor legislative and regulatory tax law developments, communicate their effects to management and the tax team, and create strategies to capitalize on changes to taxation legislation.
• Provide support with various internal audits and special tax-related projects.
• Review tax returns and quarterly/yearly tax projections.
• Manage and mentor members of the tax team to greater levels of effectiveness and engagement.

Requirements

• Bachelor’s degree in a related field or equivalent through a combination of education and related work experience.
• Demonstrated critical thinking skills.
• Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously.
• Excellent interpersonal skills, including oral and written communication.
• Intermediate (practical application) knowledge of Generally Accepted Accounting Principles (GAAP).
• Intermediate (practical application) knowledge of integrated online accounting applications.
• 5 years minimum related work experience.
• Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint.

Preferred Qualifications

• GoSystems and Xero software experience.

Benefits

At 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, evolving through our Block Next strategy by blending human expertise with digital innovation. Our culture is High Performing and Connected, built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.