Senior Tax Strategist

H&R Block; Cincinnati (OH); On-site; USD 120,000 - 170,000; Full time

Job summary

H&R Block is seeking a Senior Tax Strategist – Small Business and Tax to analyze financial information and prepare tax statements for businesses and clients. You will advise on financial and tax matters and lead a tax team towards compliant, timely filings while maximizing value for clients.

The role focuses on strategic planning, regulatory awareness, and collaboration with management to achieve high-quality tax outcomes for diverse client portfolios.

Qualifications

• Bachelor’s degree in a related field or equivalent.
• 5 years minimum related work experience.

Responsibilities

• Lead preparation and review of company federal tax returns and related filings.
• Develop strategic tax planning for federal and state taxes.
• Mentor tax team members and manage workflow.
• Monitor tax law changes and advise management.
• Coordinate return calendars and ensure timely filings.
• Assist with IRS audits and internal tax projects.

Skills

5 years related work experience

Bachelor’s degree

Education

Bachelor’s degree or equivalent

Job description

About The Role

As a Senior Tax Strategist – Small Business and Tax 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 Senior Tax Strategist – Small Business and Tax will also provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

Day to day you’ll…

• Facilitate and manage the preparation and review of company federal tax returns and the 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


• Find 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 for and develop an overall return calendar and coordinate timing and inputs with 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 the effects of these developments 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 tax team to greater levels of effectiveness and engagement

Required Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.


• 5 years minimum related work experience

Preferred Qualifications

• CPA preferred


• EA preferred

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.