H&R Block

Senior Tax Strategist

H&R Block • $90K — $120K *
Portland, OR 97229In-Person
Legal & Accounting
5 - 7 years of experience
Reposted 2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field or equivalent experience
  • Minimum of 5 years related work experience
  • CPA preferred
  • EA preferred

Responsibilities

  • Facilitate and manage preparation of federal tax returns and filing of tax forms
  • Ensure timely filing of federal, state, and local income tax returns
  • Identify and implement process improvements in tax procedures
  • Develop and implement strategic tax planning for federal and state taxes
  • Oversee tax team members in preparing tax documents
  • Plan and manage overall tax return calendar
  • Maintain control procedures for the tax process
  • Manage IRS income tax audits and prepare responses
  • Monitor legislative tax law changes and strategize accordingly
  • Support internal audits and special tax projects
  • Review tax returns and financial projections
  • Mentor tax team members for effectiveness

Benefits

  • Collaborative work environment
  • Opportunities for professional development and mentorship
  • Exposure to diverse clients and industries
  • Engagement in strategic tax planning initiatives
  • Support in navigating complex tax legislative changes
Full Job Description
About the Role

As a Senior 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 Senior 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 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


Required Qualifications

  • Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
  • 5 years minimum related work experience

Preferred Qualifications

  • CPA preferred
  • EA preferred

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About H&R Block

H&R Block is a tax preparation company that provides services to individuals and small businesses. The company was founded in 1955 and is headquartered in Kansas City, Missouri. H&R Block has over 12,000 retail locations in the United States, Canada, and Australia. In addition to tax preparation, the company also offers financial products and services such as refund advances, prepaid debit cards, and small business accounting software. H&R Block is publicly traded on the New York Stock Exchange under the ticker symbol HRB.
Learn more about H&R Block
Size
3,600 employees
Market Cap
$5.8 billion
Industry
Legal & Accounting
Net Income
$94.9 million
Founded
1955
5 Year Trend
+1.9%
Revenue
$2.8 billion
NASDAQ
HRB
* Ladders Estimates

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