Senior Tax Strategist

H&R Block•Portland, OR

About The Position

As a Senior Tax Strategist, you will apply accounting principles to analyze financial information and prepare financial reports. You will prepare, submit, and manage tax statements and returns for businesses and clients, and provide advice on financial and tax matters. The role requires in-depth knowledge of the regulations, laws, and acts governing taxation. You will serve as a business advisor to clients, aiming to maximize engagement and achieve qualitative outcomes. At H&R Block, the role supports the company’s purpose of providing help and inspiring confidence in clients and communities. The company describes its culture as high-performing and connected, emphasizing strong relationships, continuous learning, and meaningful impact. It offers competitive pay, comprehensive benefits, and support for associates’ lives inside and outside of work.

Requirements

Bachelor’s degree in a related field, or equivalent through a combination of education and related work experience.
At least 5 years of related work experience.
In-depth knowledge of the regulations, laws, and acts governing taxation.

Nice To Haves

Certified Public Accountant (CPA) preferred.
Enrolled Agent (EA) preferred.

Responsibilities

Facilitate and manage the preparation and review of company federal tax returns and ensure 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.
Identify and implement opportunities to improve company tax processes.
Develop and implement strategic tax planning for necessary federal and state taxes.
Manage tax team members as they prepare components of the company’s U.S. federal income tax return and other tax documents.
Develop an overall return calendar and coordinate timing and inputs with the tax team.
Maintain effective control procedures over all aspects of the tax process.
Manage and facilitate IRS income tax audits, including preparing responses and creating schedules.
Monitor legislative and regulatory tax law developments, communicate their effects to management and the tax team, and create strategies to capitalize on changes to tax legislation.
Support internal audits and special tax-related projects.
Review tax returns and quarterly and yearly tax projections.
Manage and mentor tax team members to improve their effectiveness and engagement.
Advise clients on financial and tax matters and serve as a business advisor.