Senior Tax Strategist

H&R Block, Inc.; Portland (OR); On-site; USD 110,000 - 150,000; Full time

Job summary

H&R Block, Inc. in Portland, OR seeks a Senior Tax Strategist to apply accounting principles to analyze financial information and prepare tax statements and returns for businesses and clients. You will provide advisory guidance on financial and tax matters and support strategic planning across federal and state taxes.

You will lead a tax team, manage IRS audits, and drive process improvements while aligning with regulatory changes to maximize engagement and outcomes.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• At least 5 years of related work experience in tax or accounting.
• CPA or EA credentials preferred but not required.

Responsibilities

• Facilitate and manage preparation and review of federal tax returns and filings.
• Ensure timely filing of consolidated federal, state, and local returns.
• Identify and implement process improvements in tax procedures.
• Develop and implement strategic federal and state tax planning.
• Lead and mentor tax team members on tax documents and returns.
• Coordinate return calendars and inputs with the tax team.
• Maintain controls over all aspects of the tax process.
• Manage IRS income tax audits and responses.
• Monitor regulatory tax developments and advise management.
• Support internal audits and tax-related projects.
• Review tax returns and quarterly/yearly projections.

Skills

Financial analysis

Tax planning

Regulatory knowledge

Communication skills

Education

Bachelor’s degree in a related field

5 years related work experience

Job description

About the Role

As a Senior Tax Strategist 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 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’veled the taxindustryand we continue to evolve through our Block Next strategy, blending humanexpertisewith 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.