Strategic Tax Architect for Complex Returns

H&R Block, Inc.; Oregon; On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

H&R Block, Inc. is seeking a Lead Tax Strategist in Oregon who applies advanced accounting principles to analyze complex financial information and prepare comprehensive tax reports.

You will prepare corporate, partnership, personal, and business tax returns, and guide audits with expert tax advice. You will manage office staffing, operations, and logistics for assigned offices while driving continuous improvement in tax processes and compliance.

Qualifications

• Bachelor's degree or equivalent with related work experience.
• 8+ years of related work experience.
• 8+ years accounting experience.
• 5+ years business tax/entity returns experience.
• GAAP knowledge required.
• Familiarity with bookkeeping software and databases.

Responsibilities

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

Skills

GAAP knowledge

Advanced communication

Critical thinking

Multitasking

Client advisory

Education

Bachelor's degree or equivalent

Tools

Integrated online accounting applications

PeopleSoft general ledger

Job description

H&R Block, Inc. is seeking a Lead Tax Strategist in Oregon who applies advanced accounting principles to analyze complex financial information and prepare comprehensive tax reports.

You will prepare corporate, partnership, personal, and business tax returns, and guide audits with expert tax advice. You will manage office staffing, operations, and logistics for assigned offices while driving continuous improvement in tax processes and compliance.