Senior Tax Strategist

H&R Block • Lacey, WA

4d • $73,400 - $110,100

About The Position

The Senior Tax Strategist – Small Business and Tax applies accounting principles to analyze financial information and prepare financial reports. The role prepares, submits, and manages tax statements and returns for businesses and clients, provides advice on financial and tax matters, and applies in-depth knowledge of the regulations, laws, and acts governing the process. The strategist serves as a business advisor to clients, aiming to maximize engagement and achieve qualitative outcomes.

The position oversees tax return preparation and filing, tax planning, compliance procedures, audits, and tax-related projects. It also manages and mentors members of the tax team, coordinates the tax return calendar, and monitors legislative and regulatory developments to advise management and develop strategies in response.

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.

Nice To Haves

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

Responsibilities

• Facilitate and manage 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 procedures.
• 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 taxation 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.

Benefits

• Competitive pay
• Comprehensive benefits
• Medical and prescription drug coverage for qualifying associates and eligible dependents
• H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• Virtual fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Prep benefit

What This Job Offers

• Job Type: Full-time
• Career Level: Senior