Lead Tax Strategist

H&R Block•Banks, OR

About The Position

The Lead Tax Strategist is a subject matter expert who applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. The role prepares corporate entity and partnership returns, personal and business income tax returns, and statements for audits. It also includes managing the preparation, submission, and administration of tax statements and returns for businesses and clients, and providing expert financial and tax advice based on knowledge of relevant regulations, laws, and acts. The role drives continuous improvement initiatives to optimize processes and outcomes and manages staffing, operations, and logistics for assigned offices.

Requirements

Bachelor's degree, or equivalent through a combination of education and related work experience.
At least 8 years of related work experience.
At least 8 years of accounting experience.
At least 5 years of business tax/entity returns experience.
Experience with Generally Accepted Accounting Principles (GAAP).
Advanced experience with integrated online accounting applications.
Advanced oral, written, and interpersonal communication skills.
Demonstrated critical-thinking skills.
Ability to handle multiple tasks and projects simultaneously.
Demonstrated ability to meet deadlines.
Familiarity with bookkeeping software, spreadsheets, and database management, and 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.

Nice To Haves

Experience with PeopleSoft general ledger and query.
Strong knowledge of tax law and statutory regulations.
Prior team lead or management experience.

Responsibilities

Prepare complex tax statements, financial statements, and Business Activity Statements (BAS) at required intervals with accuracy and expertise.
Create and return statements and documents to clients by set deadlines, ensuring compliance and client satisfaction.
Prepare business income tax returns and statements for audits.
Manage tax administration for assigned accounts, including tax code research, tax return preparation, and strategic tax planning.
Identify opportunities to minimize tax liability through deductions and credits and provide strategic tax advice to clients.
Engage regularly with clients to maintain and strengthen relationships through service and communication.
Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques; research financial landscapes and market trends to inform advice.
Assist with month-end, quarter-end, and year-end analysis of accounts for assigned business lines; validate subsystem data and follow up on identified issues.
Respond to tax-related inquiries and assist in tax audits by providing guidance and support.
Drive continuous improvement initiatives to optimize processes and outcomes.
Manage office staffing, operations, and logistics for assigned office(s).