Tax Strategist

About The Role

Apply accounting principles and tax expertise to analyze financial information, prepare financial reports, and complete corporate, partnership, individual, and business tax returns. This role is responsible for preparing tax statements, supporting audits, ensuring compliance with applicable laws and regulations, and providing guidance on financial and tax matters. The position also serves as a mentor to peers by sharing knowledge and supporting skill development while driving continuous improvement initiatives. Success in this role requires accurately processing complex financial information and maintaining compliance with all reporting and regulatory requirements.

Day to Day

• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Preparing business income tax returns and statements for audits
• Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
• Identify opportunities to minimize tax liability through deductions and credits
• 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
• Afford monthly, quarterly, and annual analysis of accounts for assigned lines of business
• Validate the accuracy of data from subsystems
• Process subsystems or subsidiary interfaces
• Validate the accuracy and completeness of the interfaced data
• Perform follow-up and resolution of determined issues
• Provide guidance and assistance to Associate Tax Strategists as needed

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field (or equivalent combination of education and experience)
• 3+ years of individual tax return experience, including at least 1 year preparing business/entity returns and 2 years of accounting experience
• Working knowledge of GAAP and tax regulations, with the ability to interpret and apply complex policies, procedures, and requirements
• Proficiency with accounting systems, bookkeeping software, spreadsheets, databases, and other financial technology tools
• Strong verbal, written, and interpersonal communication skills with a client-service mindset
• Demonstrated critical thinking, organization, and ability to manage multiple priorities while meeting deadlines
• Completion of the H&R Block Tax Knowledge Assessment, Income Tax Course (or equivalent), and Tax Accountant Assessment, with the ability to work independently and deliver projects on time

Preferred Qualifications

• Mid-level experience with PeopleSoft general ledger and query preferred
• Mid-level knowledge of tax law and statutory regulations