Senior Tax Strategist

H&R Block; Naperville (IL); On-site; USD 80,700 - 121,100; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) Retirement Savings Plan

Employee Assistance Program

Job summary

H&R Block is seeking a Senior Tax Strategist – Small Business and Tax to lead complex tax planning, optimize tax positions, and ensure compliance across federal, state, and local levels. The role involves preparing financial reports, guiding business clients, and acting as a trusted advisor to drive value and strategic decisions.

You will apply accounting principles to analyze financial information, manage tax statements, and collaborate with leadership to align tax strategy with overall

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required.
• CPA or equivalent certification preferred.
• Strong background in federal, state, and local tax compliance across industries.

Responsibilities

• Lead preparation and review of federal, state, and local tax filings.
• Ensure accurate and timely filing of all tax returns with compliance.
• Develop and execute tax planning strategies to optimize tax positions.
• Mentor tax team and oversee preparation of returns and documentation.
• Create and maintain annual tax calendars and deadlines.
• Maintain internal controls and improve tax processes.
• Monitor tax law changes and advise leadership.
• Provide GAAP-compliant financial analysis to support decisions.

Skills

Analytical skills

Budgeting

Financial planning

Communication

Leadership

Education

Bachelor’s degree in Accounting/Finance

CPA certification preferred

Tools

QuickBooks

Sage

Xero

Job description

About The Role

We are seeking a dynamic and highly skilled Senior Tax Strategist to join our innovative financial team. In this pivotal role, you will lead complex tax planning initiatives, develop strategic solutions for tax optimization, and ensure compliance with all relevant regulations. Your expertise will drive value across the organization by integrating advanced tax strategies with broader financial objectives, offering an exciting opportunity to influence high-level decision-making and contribute to the long-term financial health of the company. As a Senior Tax Strategist – Small Business and Tax, you will apply accounting principles to analyze financial information and prepare financial reports, prepare, submit, and manage tax statements and returns for businesses and clients, provide advice on financial and tax matters, and serve as a trusted business advisor to clients. This role requires in-depth knowledge of applicable tax laws and regulations and a commitment to helping clients maximize engagement and achieve quality outcomes.

We are seeking a dynamic and highly skilled Senior Tax Strategist to join our innovative financial team. In this pivotal role, you will lead complex tax planning initiatives, develop strategic solutions for tax optimization, and ensure compliance with all relevant regulations. Your expertise will drive value across the organization by integrating advanced tax strategies with broader financial objectives, offering an exciting opportunity to influence high-level decision-making and contribute to the long-term financial health of the company. As a Senior Tax Strategist – Small Business and Tax, you will apply accounting principles to analyze financial information and prepare financial reports, prepare, submit, and manage tax statements and returns for businesses and clients, provide advice on financial and tax matters, and serve as a trusted business advisor to clients. This role requires in-depth knowledge of applicable tax laws and regulations and a commitment to helping clients maximize engagement and achieve quality outcomes.

Day to day, you’ll...

• Lead preparation and review of federal, state, and local tax filings, including corporate, partnership, personal, sales, and payroll tax returns
• Ensure accurate and timely filing of all tax returns while maintaining compliance with applicable regulations
• Develop and execute tax planning strategies to optimize tax positions and support business objectives
• Manage and mentor tax team members while overseeing preparation of federal income tax returns and supporting documentation
• Create and maintain annual tax calendars, coordinate deadlines, and align tax team priorities and deliverables
• Maintain strong internal controls and continuously improve tax processes, procedures, and efficiencies
• Manage IRS and state tax authority correspondence, audits, information requests, and regulatory compliance activities
• Monitor tax law and legislative changes, assess business impacts, and communicate recommendations to leadership
• Review quarterly and annual tax projections and provide insights to support financial planning and decision-making
• Analyze financial reports, ensure GAAP compliance, support accounting operations, and oversee reporting, reconciliations, and related tax strategies using accounting software platforms such as QuickBooks, Sage, and Xero

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent certification preferred
• 5+ years of experience in tax preparation, bookkeeping, and corporate or public accounting environments
• Strong background in federal, state, and local tax compliance across a variety of industries, including nonprofit and financial services
• Knowledge of estate planning, trusts, estate law, regulatory reporting, and tax-related financial strategies
• Proficiency with accounting and financial software such as QuickBooks, Sage, Xero, and related reporting tools, with experience preparing and analyzing financial statements
• Deep understanding of GAAP, SOX compliance, securities regulations, and technical accounting standards, with the ability to analyze and interpret complex financial data
• Strong analytical, budgeting, financial planning, and communication skills, including experience presenting financial insights and recommendations to senior leadership in a fast-paced environment

Preferred Qualifications

• CPA license or Enrolled Agent Certification

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

$80,700.00 - $121,100.00/Yr.