[Hiring] Tax Strategist @H&R Block Management

Role Description

As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client's unique needs and business drivers. Responsibilities include:

• Analyzing financial information
• Preparing financial reports
• Completing corporate, partnership, personal, and business tax returns
• Managing tax statements and filings for businesses and individual clients
• Ensuring compliance with relevant regulations and laws
• Providing expert tax and financial advice
• Supporting peer development through mentoring and knowledge sharing
• Fostering improvement across processes and client service standards

Day to day, you’ll:

• 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 required of assigned accounts, including tax code research, tax return preparation, and tax planning
• Identify 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
• 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
• Provide guidance and assistance to in-office Tax Strategists as needed

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 of handling multiple tasks and projects 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
• Enrolled Agent or licensed CPA desired
• If hired without credentials, program will require Enrolled Agent licensure in the first 6 months of employment
• Reimbursement for licensing cost is provided

Requirements

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

Benefits

• Competitive pay
• Comprehensive benefits
• Support for life both in and outside of work