Senior Tax Strategy & Compliance Leader

H&R Block, Inc.; Banks (OR); On-site; USD 120,000 - 150,000; Full time

Job summary

H&R Block in Banks, Oregon invites an experienced Tax Strategist to apply accounting principles to analyze financial data and prepare reports. You will manage federal and state tax filings and advise clients on tax strategies to maximize efficiency.

In this role, you will lead a tax team, coordinate deadlines, monitor regulatory changes, and support internal audits. A strong understanding of GAAP and online accounting tools is essential to success.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Demonstrated critical thinking skills.
• Strong organizational and prioritization abilities; able to handle multiple tasks independently.
• Excellent interpersonal and written communication skills.
• Knowledge of GAAP and integrated online accounting applications.

Responsibilities

• Facilitate and manage preparation and review of company federal tax returns and timely filing of all tax forms.
• Ensure accurate filing of consolidated federal, state, and local income tax returns and related filings.
• Identify and implement process improvements in tax procedures.
• Develop and implement strategic tax planning for federal and state taxes.
• Lead tax team members as they prepare components of the US federal income tax return and other tax documents.
• Plan and coordinate overall return calendar with the tax team.
• Maintain control procedures over the tax process.
• Manage IRS income tax audits: responses, schedules, etc.
• Monitor tax law changes and communicate effects to management; devise strategies to capitalize on changes.
• Support internal audits and special tax projects.
• Review tax returns and quarterly/yearly projections.
• Mentor tax team members to improve effectiveness and engagement.

Skills

Critical thinking

Organization

Interpersonal skills

Written communication

GAAP knowledge

Education

Bachelor’s degree in related field

Tools

GoSystems

Xero

Job description

H&R Block in Banks, Oregon invites an experienced Tax Strategist to apply accounting principles to analyze financial data and prepare reports. You will manage federal and state tax filings and advise clients on tax strategies to maximize efficiency.

In this role, you will lead a tax team, coordinate deadlines, monitor regulatory changes, and support internal audits. A strong understanding of GAAP and online accounting tools is essential to success.