Remote Tax Strategist

H&R Block•Kansas City, MO

1d•Remote

About The Position

As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering end-to-end client service. The RTS builds relationships with assigned office teams and clients and develops an understanding of each client’s needs and business drivers. The role analyzes financial information, prepares financial reports, and completes corporate, partnership, personal, and business tax returns. It manages tax statements and filings for businesses and individuals, ensures compliance with relevant regulations and laws, and provides tax and financial advice. The RTS also supports peer development through mentoring and knowledge sharing and works to improve processes and client service standards. The role prepares tax, financial, and BAS statements; returns documents to clients by established deadlines; handles tax administration, tax research, return preparation, and tax planning; and identifies ways to minimize tax liability through deductions and credits. It maintains client relationships, keeps current on tax laws and market trends, and assists with period-end account analysis. The role also validates subsystem data and interfaces, resolves identified issues, and provides guidance to in-office Tax Strategists. The position requires a related bachelor’s degree or equivalent education and work experience, at least two years of accounting experience, at least one year of business tax/entity return experience, and knowledge of GAAP. Successful completion of the H&R Block Tax Knowledge Assessment, Income Tax Course or equivalent, and Tax Accountant Assessment is required. Candidates hired without credentials must obtain Enrolled Agent licensure within the first six months of employment; licensing costs are reimbursed. Enrolled Agent or licensed CPA credentials are desired.

Requirements

Bachelor’s degree in a related field or equivalent through a combination of education and related work experience.
Minimum of 2 years of accounting experience.
Minimum of 1 year of business tax/entity returns experience.
Experience with GAAP (Generally Accepted Accounting Principles).
Mid-level knowledge of integrated online accounting applications.
Mid-level oral, written, and interpersonal communication skills.
Mid-level demonstrated critical-thinking skills.
Ability to handle multiple tasks and projects simultaneously.
Demonstrated ability to meet deadlines.
Mid-level 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.
If hired without credentials, obtain Enrolled Agent licensure within the first 6 months of employment.

Nice To Haves

Enrolled Agent or licensed CPA credentials are desired.
Mid-level experience with PeopleSoft general ledger and query.
Mid-level knowledge of tax law and statutory regulations.

Responsibilities

Prepare tax statements, financial statements, and BAS statements at required intervals.
Create and return statements and documents to clients by set deadlines.
Prepare business income tax returns and statements for audits.
Manage tax administration for assigned accounts, including tax code research, tax return preparation, and tax planning.
Identify opportunities to minimize tax liability through deductions and credits.
Engage regularly with clients and maintain strong relationships.
Stay current on federal and state tax laws, regulatory and compliance requirements, and tax planning techniques; research financial conditions and market trends.
Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business.
Validate the accuracy of data from subsystems.
Process subsystems or subsidiary interfaces.
Validate the accuracy and completeness of interfaced data.
Follow up on and resolve identified issues.
Provide guidance and assistance to in-office Tax Strategists as needed.
Support peer development through mentoring and knowledge sharing and foster improvements to processes and client service standards.