Senior Tax Strategist & Client Advisor

H&R Block, Inc.; Aurora (IL); On-site; USD 63,000 - 94,000; Full time

Job summary

H&R Block, Inc. is seeking a Tax Accountant to apply accounting principles and tax expertise to analyze financial information, prepare tax returns for individuals, businesses, partnerships and corporations, and support audits.

This role mentors peers, ensures compliance with laws and regulations, and fosters client relationships while driving continuous improvement in tax processes and reporting accuracy.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (or equivalent combination of education and experience)
• 3+ years of individual tax return experience, including at least 1 year preparing business/entity returns and 2 years of accounting experience
• Working knowledge of GAAP and tax regulations, with the ability to interpret and apply complex policies, procedures, and requirements
• Proficiency with accounting systems, bookkeeping software, spreadsheets, databases, and other financial technology tools
• Strong verbal, written, and interpersonal communication skills with a client-service mindset
• Demonstrated critical thinking, organization, and ability to manage multiple priorities while meeting deadlines
• Completion of the H&R Block Tax Knowledge Assessment, Income Tax Course (or equivalent), and Tax Accountant Assessment, with the ability to work independently and deliver projects on time

Responsibilities

• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Preparing business income tax returns and statements for audits
• Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
• Identifying opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintain strong relationships
• Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business
• Validate the accuracy of data from subsystems
• Provides guidance and assistance to Associate Tax Strategists as needed

Skills

GAAP knowledge

Client-service mindset

Communication skills

Multi-tasking

Tax knowledge

Analytical thinking

Education

Bachelor's degree in Accounting or Finance

Tools

PeopleSoft GL

ADP

Xero

UltraTax

Job description

H&R Block, Inc. is seeking a Tax Accountant to apply accounting principles and tax expertise to analyze financial information, prepare tax returns for individuals, businesses, partnerships and corporations, and support audits.

This role mentors peers, ensures compliance with laws and regulations, and fosters client relationships while driving continuous improvement in tax processes and reporting accuracy.