Lead Tax Strategist

H&R Block, Inc.; Banks (OR); On-site; USD 120,000 - 180,000; Full time

Job summary

H&R Block, Inc. is seeking a Lead Tax Strategist to apply advanced accounting principles and prepare comprehensive tax reports for corporate, partnership, and individual returns. You will manage client relationships, drive process improvements, and oversee office staffing and operations for assigned offices.

The role requires deep regulatory knowledge, excellent communication, and the ability to lead complex tax projects and audits while staying current with federal and state tax laws.

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.
• Experience with GAAP - Generally Accepted Accounting Principles.
• Advanced experience with integrated online accounting applications.
• Advanced oral, written, and interpersonal communication skills.
• Demonstrated critical thinking skills.
• Highly skilled handle multiple tasks and project simultaneously.
• Familiarity with bookkeeping software, spreadsheets, and database management.
• Successful completion of the H&R Block Tax Knowledge Assessment, Income Tax Course or Equivalent and Tax Accountant Assessment

Responsibilities

• Prepare complex tax statements, financial statements, and BAS at required intervals with high accuracy.
• Create and return statements and documents to clients by set deadlines, ensuring compliance and client satisfaction.
• Prepare business income tax returns and statements for audits, demonstrating advanced knowledge of audit processes.
• Manage tax administration responsibilities for assigned accounts, including in-depth tax code research and planning.
• Identify opportunities to minimize tax liability through deductions and credits with strategic advice.
• Engage regularly with clients, maintaining relationships through exceptional service and communication.
• Stay current with federal and state tax laws and planning techniques; research market trends for informed advice.
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business.
• Validate data accuracy from subsystems and resolve issues; assist in tax audits and inquiries.
• Drive continuous improvement initiatives to optimize processes and outcomes.

Skills

GAAP knowledge

Accounting

Tax accounting

Advanced communication

Multitasking

Deadline oriented

Bookkeeping software

Tax knowledge assessment

Education

Bachelor's degree / equivalent

Tools

PeopleSoft

Spreadsheets

Database management

Accounting software

Job description

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. Manage office staffing, operations & logistics for an assigned office(s).

Day to day, you'll...

• Prepare complex tax statements, financial statements, and Business Activity Statements (BAS) at required intervals with a high degree of accuracy and expertise
• Create and return statements and documents to clients by set deadlines, ensuring compliance and client satisfaction
• Prepare business income tax returns and statements for audits, demonstrating advanced knowledge of audit processes and requirements
• Manage tax administration responsibilities for assigned accounts, including in-depth tax code research, tax return preparation, and strategic tax planning
• Identify opportunities to minimize tax liability through deductions and credits, providing strategic and innovative tax advice to clients
• Engage regularly with clients, maintaining and strengthening relationships through exceptional service and communication
• Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscapes and market trends to provide informed and strategic advice
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems and perform follow-up and resolution of identified issues
• Respond to tax-related inquiries and assist in tax audits, providing expert guidance and support
• Drive and enhance continuous improvement initiatives, leveraging 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
• Experience with GAAP - Generally Accepted Accounting Principles
• Advance experience with integrated online accounting applications
• Advance Effective oral, written, and interpersonal communication skills
• Demonstrated critical thinking skills
• Highly skilled handle 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.

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.