Tax Strategist

H & R Block, Inc.; Tucson (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

H&R Block, Inc. is seeking a Tax Strategist to apply accounting principles to analyze financial information, prepare reports, and handle corporate and partnership tax returns.

The role includes advising on tax planning, staying current with federal/state laws, and guiding peers through knowledge transfer. You will prepare personal and business tax returns, manage tax statements for clients, engage with clients regularly, and support month-end through year-end analysis, ensuring accuracy and

Qualifications

• Bachelor's degree or equivalent through education/experience.
• 2+ years accounting experience, 1+ year tax/entity returns.
• GAAP knowledge and familiarity with bookkeeping software.
• Strong communication and ability to meet deadlines.
• Proficient with spreadsheets and databases.

Responsibilities

• Prepare tax statements, financial statements, and BAS statements on schedule.
• Prepare corporate and partnership returns, and personal/business tax returns.
• Advise on tax planning and remaining compliant with laws and acts.
• Mentor peers and support knowledge transfer and improvement initiatives.
• Engage with clients regularly and manage tax administration duties.
• Assist with month-end, quarter-end, and year-end analyses.

Skills

Accounting

Communication skills

Critical thinking

Time management

Multitasking

Interpersonal skills

Client services

Education

Bachelor's degree or equivalent

Tax Knowledge Assessment / related qualification

Tools

Spreadsheets

Bookkeeping software

Database management

PeopleSoft (preferred)

Job description

About the Role

The Tax Strategist will apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Preparing personal and business income tax returns and statements for audits. Prepares, submits, and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-dept knowledge of the regulations, laws and acts that govern the process. Mentor and guide peers through knowledge transfer and skill development. Foster and enhance continuous improvement initiatives. Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements.

• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Preparing business income tax returns and statements for audits
• Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
• Identifying opportunities to minimize tax liability through deductions and credits.
• Engage regularly with clients and maintain strong relationships
• Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems
• Process subsystems or subsidiary interfaces. Validate the accuracy and completeness of the interfaced data. Perform follow up and resolution of determined issues
• Provides guidance and assistance to Associate Tax Strategists as needed

Required Qualifications

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
• Minimum of 2 years' accounting experience
• Minimum of 1 year business tax/entity returns experience
• Experience with GAAP - Generally Accepted Accounting Principles
• Mid-level Knowledge of integrated online accounting applications
• Mid-level Effective oral, written, and interpersonal communication skills
• Mid-level Demonstrated critical thinking skills
• Capable to handle multiple tasks and project simultaneously
• Expert Demonstrated ability to meet deadlines
• Mid-level familiarity with bookkeeping software, spreadsheets, and database management. Ability to 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
• Good verbal and written skills
• Client Services experience
• Ability to complete assigned projects on time with minimal supervision
• Ability to correctly interpret and apply complex instructions, policies and regulations

Preferred Qualifications

• Mid-level Experience with PeopleSoft general ledger and query preferred
• Mid-level knowledge of tax law and statutory regulations

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've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with 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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