Senior Tax Strategist

H&R Block; Lacey (WA); On-site; USD 73,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a Senior Tax Strategist – Small Business and Tax to apply accounting principles, analyze financial information, and prepare tax statements for businesses and clients. You will provide advisory support on tax matters and lead a tax team to maximize engagement and qualitative outcomes.

The role focuses on strategic tax planning, accurate filings, and coordinating with tax professionals to ensure timely, compliant returns across federal, state, and local levels in the US.

Qualifications

• Bachelor’s degree or equivalent required.
• Minimum 5 years related work experience.

Responsibilities

• Facilitate and manage the preparation and review of company federal tax returns and filing.
• Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other filings.
• Find and implement opportunities for process improvement in company tax procedures.
• Develop and implement strategic tax planning for all federal and state taxes.
• Manage tax team members as they prepare components of the US federal income tax return and other tax documents.
• Plan for and develop a return calendar and coordinate timing and inputs with the tax team.
• Maintain effective control procedures over all aspects of the tax process.
• Manage IRS income tax audits: preparing responses, creating schedules, etc.
• Monitor legislative and regulatory tax developments and advise management on impact and strategy.
• Provide support with internal audits and special tax projects.
• Review tax returns and quarterly/yearly tax projections.
• Mentor tax team to higher levels of effectiveness and engagement.

Education

Bachelor’s degree or equivalent

EA Preferred

CPA Preferred

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

• EA Preferred
• CPA 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.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$73,400.00 - $110,100.00/Yr.

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