Senior Tax Strategy Lead

H&R Block; Banks (OR); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life-long learning support

Job summary

H&R Block is seeking a Lead Tax Strategist to apply advanced accounting principles and prepare comprehensive tax reports for corporate, partnership, and personal returns. You will advise clients and drive improvements in tax processes for assigned offices, ensuring accuracy and regulatory compliance.

You’ll manage tax administration, perform in-depth tax code research, and support audits. Stay current with federal and state laws while guiding strategic tax planning and client relationships.

Qualifications

• Bachelor's degree or the equivalent through a combination of education and related work experience.
• 8 years Minimum Related Work Experience.
• Minimum of 8 years accounting experience.
• Minimum of 5-year business tax/entity returns experience.
• Experience with GAAP - Generally Accepted Accounting Principles.
• Advance experience with integrated online accounting applications.
• Advance Effective oral, written, and interpersonal communication skills.
• Demonstrated critical thinking skills.
• Highly skilled handle multiple tasks and project simultaneously.
• Demonstrated ability to meet deadlines.
• Familiarity with bookkeeping software, spreadsheets, and database management.
• Successful completion of the H&R Block Tax Knowledge Assessment, Income Tax Course or Equivalent and Tax Accountant Assessment.

Responsibilities

• Prepare complex tax statements, financial statements, and BAS at required intervals with a high degree of accuracy and expertise.
• Create and return statements and documents to clients by set deadlines, ensuring compliance and client satisfaction.
• Prepare business income tax returns and statements for audits, demonstrating advanced knowledge of audit processes and requirements.
• Manage tax administration responsibilities for assigned accounts, including in-depth tax code research, tax return preparation, and strategic tax planning.
• Identify opportunities to minimize tax liability through deductions and credits, providing strategic and innovative tax advice to clients.
• Engage regularly with clients, maintaining and strengthening relationships through exceptional service and communication.
• Stay current with 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 and perform follow-up and resolution of identified issues.
• Respond to tax-related inquiries and assist in tax audits, providing expert guidance and support.
• Drive and enhance continuous improvement initiatives, leveraging expertise to optimize processes and outcomes.

Skills

GAAP knowledge

Advanced communication

Critical thinking

Multitasking

Tax planning

Tax research

Client relations

Education

Bachelor's degree

Tools

Bookkeeping software

Spreadsheets

Database management

Job description

H&R Block is seeking a Lead Tax Strategist to apply advanced accounting principles and prepare comprehensive tax reports for corporate, partnership, and personal returns. You will advise clients and drive improvements in tax processes for assigned offices, ensuring accuracy and regulatory compliance.

You’ll manage tax administration, perform in-depth tax code research, and support audits. Stay current with federal and state laws while guiding strategic tax planning and client relationships.