H&R Block

Senior Tax Strategist

H&R Block • $90K — $120K *
Vienna, VA 22182In-Person
Legal & Accounting
5 - 7 years of experience
Reposted 2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or a related field, or equivalent experience
  • Minimum of 5 years of relevant work experience in tax strategy and compliance
  • CPA or EA certification preferred to enhance professional credibility

Responsibilities

  • Facilitate and manage the preparation of federal tax returns for accuracy and timely filing
  • Ensure timely and correct filing of federal, state, and local tax returns
  • Identify and implement process improvements for tax procedures
  • Develop strategic tax planning for federal and state obligations
  • Oversee tax team members in preparing tax return components
  • Coordinate return calendar and timing with tax team members
  • Maintain control procedures for all tax processes
  • Manage IRS audits by preparing necessary responses and schedules
  • Monitor tax law developments and advise management and tax team accordingly
  • Support various internal audits and special tax projects
  • Review tax returns and projections for accuracy and compliance
  • Mentor tax team members for improved engagement and effectiveness

Benefits

  • Opportunities for professional development and mentorship
  • Collaborative team environment
  • Engagement in strategic tax planning and process improvement
  • Exposure to diverse tax-related projects and client advisory roles
  • Supportive culture for ongoing education in tax regulations and developments
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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