Senior Tax Strategy Lead | Complex Returns & Advisory

H&R Block, Inc.; Banks (OR); On-site; USD 120,000 - 155,000; Full time

Job summary

H&R Block, Inc. is seeking a Lead Tax Strategist to analyze complex financial information, prepare corporate, partnership, personal and business returns, and provide expert tax guidance. You will manage tax statements, drive improvements, and oversee office operations for assigned offices.

The role requires extensive accounting experience, GAAP expertise, and strong client communication. You will stay current with tax laws and collaborate to optimize processes and outcomes in a dynamic

Qualifications

• Bachelor's degree or equivalent through 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 oral, written, and interpersonal communication skills.
• Demonstrated critical thinking skills.
• Ability to handle multiple tasks and projects simultaneously.
• Demonstrated ability to meet deadlines.
• Familiarity with bookkeeping software, spreadsheets, and database management; adapt to new tools and automation.
• 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 high accuracy.
• Create and return statements and documents to clients by deadlines, ensuring compliance and client satisfaction.
• Prepare business income tax returns and statements for audits, demonstrating advanced knowledge of audit processes.
• Manage tax administration responsibilities for assigned accounts, including in-depth tax code research and planning.
• Identify opportunities to minimize tax liability through deductions and credits, providing strategic tax advice.
• Engage regularly with clients, maintaining relationships through exceptional service.
• Stay current with federal and state tax laws and planning techniques; research market trends for informed advice.
• Assist with month-end, quarter-end, and year-end analysis; validate data and resolve issues.
• Respond to tax inquiries and assist in audits with expert guidance.
• Drive continuous improvement initiatives to optimize processes and outcomes.

Skills

Accounting experience

GAAP knowledge

Tax research

Communication skills

Multi-tasking

Tax software experience

Tax knowledge assessment

Education

Bachelor's degree or equivalent

Tools

PeopleSoft

Spreadsheets / Excel

Tax software systems

Job description

H&R Block, Inc. is seeking a Lead Tax Strategist to analyze complex financial information, prepare corporate, partnership, personal and business returns, and provide expert tax guidance. You will manage tax statements, drive improvements, and oversee office operations for assigned offices.

The role requires extensive accounting experience, GAAP expertise, and strong client communication. You will stay current with tax laws and collaborate to optimize processes and outcomes in a dynamic