Senior Tax Strategist
About The Position
As a Senior Tax Strategist – Small Business and Tax, 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, advise on financial and tax matters, and use in-depth knowledge of applicable regulations, laws, and acts. You will serve as a business advisor to clients, aiming to maximize engagement and achieve qualitative outcomes. The role also manages tax return preparation and filing, tax planning, tax audits, tax-team coordination and development, and tax-process controls and improvements.
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
- CPA preferred.
- EA preferred.
Responsibilities
- Facilitate and manage preparation and review of company federal tax returns and ensure accurate, timely filing of 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 US 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 develop strategies to capitalize on changes in 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 effectiveness and engagement.
- Advise clients on financial and tax matters and serve as their business advisor.
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
- Potential participation in incentive compensation or short-term incentive plans
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What This Job Offers
Job Type
Full-time
Career Level
Senior
