H&R Block

Tax Strategist

H&R Block • $70K — $95K *
Wallingford, CT 06492In-Person
Legal & Accounting
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field or equivalent experience
  • 5+ years of relevant work experience
  • Strong critical thinking abilities
  • Demonstrated ability to organize and manage multiple tasks
  • Excellent verbal and written communication skills
  • Intermediate knowledge of GAAP
  • Familiarity with integrated online accounting applications

Responsibilities

  • Prepare and review company federal tax returns and filings
  • Ensure timely filing of state and local tax returns
  • Implement process improvements in tax procedures
  • Develop strategic tax planning for federal and state taxes
  • Manage tax team members and oversee return preparation
  • Coordinate tax return calendar and timelines
  • Maintain control procedures over the tax process
  • Facilitate IRS audits and prepare responses
  • Monitor tax law changes and adapt strategies
  • Support internal audits and special tax projects
  • Review tax returns and projections

Benefits

  • Professional development opportunities
  • Access to advanced tax software
  • Collaborative work environment
  • Mentorship from experienced tax professionals
  • Flexible work arrangements
Full Job Description
About the Role

As a 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 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 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
  • Demonstrated critical thinking skills
  • Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously
  • Excellent interpersonal skills to include oral and written communication
  • Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles
  • Intermediate (practical application) Knowledge of integrated online accounting applications
  • 5 years minimum related work experience
  • Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint

Preferred Qualifications

  • GoSystems and Xero software experience

#LI-KM2

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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