Strategic Tax Architect – Lead Returns & Advisory

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

Job summary

H&R Block, Inc. is seeking a Lead Tax Strategist to apply advanced accounting principles and prepare comprehensive tax reports for corporate, partnership, and individual returns. You will manage client relationships, drive process improvements, and oversee office staffing and operations for assigned offices.

The role requires deep regulatory knowledge, excellent communication, and the ability to lead complex tax projects and audits while staying current with federal and state tax laws.

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 oral, written, and interpersonal communication skills.
• Demonstrated critical thinking skills.
• Highly skilled handle multiple tasks and project simultaneously.
• 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 high accuracy.
• 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.
• 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 with strategic advice.
• Engage regularly with clients, maintaining relationships through exceptional service and communication.
• 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 of accounts for assigned lines of business.
• Validate data accuracy from subsystems and resolve issues; assist in tax audits and inquiries.
• Drive continuous improvement initiatives to optimize processes and outcomes.

Skills

GAAP knowledge

Accounting

Tax accounting

Advanced communication

Multitasking

Deadline oriented

Bookkeeping software

Tax knowledge assessment

Education

Bachelor's degree / equivalent

Tools

PeopleSoft

Spreadsheets

Database management

Accounting software

Job description

H&R Block, Inc. is seeking a Lead Tax Strategist to apply advanced accounting principles and prepare comprehensive tax reports for corporate, partnership, and individual returns. You will manage client relationships, drive process improvements, and oversee office staffing and operations for assigned offices.

The role requires deep regulatory knowledge, excellent communication, and the ability to lead complex tax projects and audits while staying current with federal and state tax laws.