Tax Strategist

H&R Block, Inc.; Banks (OR); On-site; USD 120,000 - 150,000; Full time

Job summary

H&R Block in Banks, Oregon invites an experienced Tax Strategist to apply accounting principles to analyze financial data and prepare reports. You will manage federal and state tax filings and advise clients on tax strategies to maximize efficiency.

In this role, you will lead a tax team, coordinate deadlines, monitor regulatory changes, and support internal audits. A strong understanding of GAAP and online accounting tools is essential to success.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Demonstrated critical thinking skills.
• Strong organizational and prioritization abilities; able to handle multiple tasks independently.
• Excellent interpersonal and written communication skills.
• Knowledge of GAAP and integrated online accounting applications.

Responsibilities

• Facilitate and manage preparation and review of company federal tax returns and timely filing of all tax forms.
• Ensure accurate filing of consolidated federal, state, and local income tax returns and related filings.
• Identify and implement process improvements in tax procedures.
• Develop and implement strategic tax planning for federal and state taxes.
• Lead tax team members as they prepare components of the US federal income tax return and other tax documents.
• Plan and coordinate overall return calendar with the tax team.
• Maintain control procedures over the tax process.
• Manage IRS income tax audits: responses, schedules, etc.
• Monitor tax law changes and communicate effects to management; devise strategies to capitalize on changes.
• Support internal audits and special tax projects.
• Review tax returns and quarterly/yearly projections.
• Mentor tax team members to improve effectiveness and engagement.

Skills

Critical thinking

Organization

Interpersonal skills

Written communication

GAAP knowledge

Education

Bachelor’s degree in related field

Tools

GoSystems

Xero

Job description

About the Role

As a Tax Strategist you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and returns for businesses and clients. The Tax Strategist will also provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws, and acts that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

Day to day, you’ll...

• Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms
• Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings
• Find and implement opportunities for process improvement in company tax procedures
• Develop and implement strategic tax planning for all necessary federal and state taxes
• Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents
• Plan for and develop overall return calendar and coordinate timing and inputs with tax team
• Maintain effective control procedures over all aspects of the tax process
• Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc
• Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
• Provide support with various internal audits and special tax related projects
• Review tax returns and quarterly/yearly tax projections
• Manage and mentor members of tax team to greater levels of effectiveness and engagement

Required Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• Demonstrated critical thinking skills
• Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously
• Excellent interpersonal skills to include oral and written communication
• Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles
• Intermediate (practical application) Knowledge of integrated online accounting applications
• 5 years minimum related work experience
• Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint

Preferred Qualifications

• GoSystems and Xero software experience

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years,we’veled the taxindustryand we continue to evolve through our Block Next strategy, blending humanexpertisewith digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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