Lead Tax Strategist

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...:

The Lead Tax Strategist is a subject matter expert who applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. This role involves preparing corporate entity and partnership returns, as well as personal and business income tax returns and statements for audits. The Lead Tax Strategist is responsible for the preparation, submission, and management of tax statements and returns for businesses and clients. They provide expert financial and tax advice, requiring in-depth knowledge of relevant regulations, laws, and acts. The advisor is expected to drive and enhance continuous improvement initiatives, leveraging their expertise to optimize processes and 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 an 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

What you'll bring to the team...:

• Minimum of 8 years accounting experience
• Minimum of 5-year business tax/entity returns experience
• Experience with GAAP - Generally Accepted Accounting Principles
• Advance experience with integrated online accounting applications Advance Effective oral, written, and interpersonal communication skills
• Demonstrated critical thinking skills
• Highly skilled handle multiple tasks and project simultaneously
• Demonstrated ability to meet deadlines
• 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
• CPA required

It would be even better if you also had...:

• Experience with PeopleSoft general ledger and query preferred
• Experience with GoSystems, Karbon, and Xero softwares
• Possessing strong knowledge of tax law and statutory regulations
• Prior team lead/management experience
• EA

Why work for us: Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com .

Equal Opportunity Employer : H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Sponsored Job: #LI-KM2