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Full-time
bachelor degree
Competitive pay, Comprehensive benefits
Posted 8d ago
Apply by Jul 29
~40 hrs/week
Responsibilities
The Tax Strategist is responsible for preparing corporate, partnership, and personal income tax returns while providing expert financial and tax advice to clients. They also manage tax administration, ensure regulatory compliance, and mentor junior staff to foster continuous improvement.
Requirements
Candidates must have a bachelor's degree in a related field and at least two years of accounting experience, including one year of business tax return preparation. Proficiency in GAAP, tax laws, and integrated accounting software is required, along with strong critical thinking and communication skills.
Full job description
About the Role
The Tax Strategist will apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Preparing personal and business income tax returns and statements for audits. Prepares, submits, and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-dept knowledge of the regulations, laws and acts that govern the process. Mentor and guide peers through knowledge transfer and skill development. Foster and enhance continuous improvement initiatives. Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements.
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
Identifying 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. Regularly research financial landscape and market trends
Assist with month-end, quarter-end, and year-end 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
Provides guidance and assistance to Associate Tax Strategists as needed
Required Qualifications
Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
Minimum of 2 years’ accounting experience
Minimum of 1 year business tax/entity returns experience
Experience with GAAP - Generally Accepted Accounting Principles
Mid-level Knowledge of integrated online accounting applications
Mid-level Effective oral, written, and interpersonal communication skills
Mid-level Demonstrated critical thinking skills
Capable to handle multiple tasks and project simultaneously
Expert Demonstrated ability to meet deadlines
Mid-level 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
Good verbal and written skills
Client Services experience
Ability to complete assigned projects on time with minimal supervision
Ability to correctly interpret and apply complex instructions, policies and regulations
Preferred Qualifications
Mid-level Experience with PeopleSoft general ledger and query preferred
Mid-level knowledge of tax law and statutory regulations
Why work for us
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 and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture 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.
With expert guidance, upfront pricing, and more ways to file, it’s #BetterWithBlock.
Industry
Financial Services
Company size
10,001+ employees
Founded
1955
Headquarters
Kansas City, MO
LinkedIn followers
258,648
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best.
We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates.
People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!
Offices: One H&R Block Way, Kansas City, MO 64105, US · 1301 Main Street, Kansas City, Missouri 64105, US
Multi-Unit Management Tax Preparation and Financial ServicesAccountingService IndustryBankingConsultingPaymentsTax PreparationRetailFinancial Services
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