Senior Tax Strategist - Small Business & Planning Leader

H&R Block, Inc.; Vienna (VA); On-site; USD 88,000 - 132,000; Full time

Job summary

H&R Block, Inc. is seeking a Senior Tax Strategist for Small Business and Tax to analyze financial information, prepare tax statements, and advise clients and teams on tax matters. You will manage filings, support audits, and drive process improvements within a collaborative tax group.

The role emphasizes leadership of a tax team, strategic planning, and staying up-to-date with changing tax regulations to optimize client outcomes.

Qualifications

• Bachelor’s degree or equivalent through education and experience.
• Minimum 5 years related work experience.
• CPA preferred; EA preferred.

Responsibilities

• Facilitate and manage preparation and review of company federal tax returns and timely filing of tax forms.
• Ensure accurate filing of consolidated federal, state, and local income tax returns and related filings.
• Develop and implement strategic tax planning for federal and state taxes.
• Lead and mentor tax team members toward greater effectiveness and engagement.
• Monitor tax law developments and advise management on implications and actions.

Education

Bachelor's degree in a related field

Job description

H&R Block, Inc. is seeking a Senior Tax Strategist for Small Business and Tax to analyze financial information, prepare tax statements, and advise clients and teams on tax matters. You will manage filings, support audits, and drive process improvements within a collaborative tax group.

The role emphasizes leadership of a tax team, strategic planning, and staying up-to-date with changing tax regulations to optimize client outcomes.