Senior Tax Strategy Lead - Audit-Ready & Tax Optimization

H&R Block, Inc.; Phoenix, Northern (AZ, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

H&R Block, Inc. in Phoenix, AZ is seeking a Lead Tax Strategist to apply advanced accounting principles, prepare complex tax returns, and provide strategic tax planning for businesses and clients. You will drive improvements, manage office operations, and stay current with tax laws.

The role requires extensive experience in tax or accounting, strong communication skills, and the ability to lead multi-tasked projects while ensuring accuracy and deadlines.

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
• Advanced experience with integrated online accounting applications
• Advanced communication skills (oral, written, interpersonal)
• Demonstrated critical thinking and multi-tasking ability
• Familiarity with bookkeeping software, spreadsheets, and database management
• Completion of H&R Block Tax Knowledge Assessment or equivalent

Responsibilities

• Prepare complex tax statements, financial statements, and BAS with high accuracy
• Create and return statements and documents to clients by set deadlines
• Prepare business income tax returns and statements for audits
• Manage tax administration responsibilities for assigned accounts
• Identify opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients to maintain relationships
• Stay current with federal and state tax laws and compliance
• Assist with month-end, quarter-end, and year-end analysis of accounts
• Respond to tax-related inquiries and assist in audits
• Drive continuous improvement initiatives

Skills

GAAP knowledge

Advanced accounting

Tax planning

Oral & written communication

Time management

Account reconciliation

Tax knowledge assessment

Accounting software experience

PeopleSoft familiarity

Education

Bachelor's degree or equivalent

Tools

PeopleSoft

Job description

H&R Block, Inc. in Phoenix, AZ is seeking a Lead Tax Strategist to apply advanced accounting principles, prepare complex tax returns, and provide strategic tax planning for businesses and clients. You will drive improvements, manage office operations, and stay current with tax laws.

The role requires extensive experience in tax or accounting, strong communication skills, and the ability to lead multi-tasked projects while ensuring accuracy and deadlines.