Tax Strategist: Returns, Planning & Client Advisory

H&R Block; Banks (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block in Banks, Oregon, is seeking a Tax Accountant to apply accounting principles to analyze financial information, prepare financial reports, and handle corporate and partnership tax returns. You will mentor peers, support continuous improvements, and ensure compliance with reporting requirements while delivering high-quality client service.

The role focuses on tax statement preparation, client document management, and collaboration with colleagues to meet deadlines and stay current with

Qualifications

• Bachelor's degree in accounting or equivalent through education and 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 oral, written, and interpersonal communication skills.
• Ability to handle multiple tasks and meet deadlines.
• 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 tax statements, financial statements, and BAS statements at required intervals.
• Create and return statements and documents to clients by set deadlines.
• Prepare business income tax returns and statements for audits.
• Manage tax administration responsibilities including tax code research and tax planning.
• Identify opportunities to minimize tax liability through deductions and credits.
• Engage regularly with clients and maintain strong relationships.
• Stay current with federal and state tax laws and compliance requirements.
• Assist with month-, quarter-, and year-end analysis of accounts for assigned lines of business.
• Process subsystems or interfaces and ensure data accuracy and completeness.
• Provide guidance to Associate Tax Strategists as needed.

Skills

GAAP knowledge

Communication skills

Tax software

Attention to detail

Time management

Education

Bachelor's degree in accounting

Tools

PeopleSoft general ledger

Excel

Tax research tools

Job description

H&R Block in Banks, Oregon, is seeking a Tax Accountant to apply accounting principles to analyze financial information, prepare financial reports, and handle corporate and partnership tax returns. You will mentor peers, support continuous improvements, and ensure compliance with reporting requirements while delivering high-quality client service.

The role focuses on tax statement preparation, client document management, and collaboration with colleagues to meet deadlines and stay current with