Tax Strategist

H&R Block•Cincinnati, OH

About The Position

Apply accounting principles and tax expertise to analyze financial information, prepare financial reports, and complete corporate, partnership, individual, and business tax returns. This role is responsible for preparing tax statements, supporting audits, ensuring compliance with applicable laws and regulations, and providing guidance on financial and tax matters. The position also serves as a mentor to peers by sharing knowledge and supporting skill development while driving continuous improvement initiatives. Success in this role requires accurately processing complex financial information and maintaining compliance with all reporting and regulatory requirements.

Requirements

Bachelor's degree in Accounting, Finance, or related field (or equivalent combination of education and experience)
3+ years of individual tax return experience, including at least 1 year preparing business/entity returns and 2 years of accounting experience
Working knowledge of GAAP and tax regulations, with the ability to interpret and apply complex policies, procedures, and requirements
Proficiency with accounting systems, bookkeeping software, spreadsheets, databases, and other financial technology tools
Strong verbal, written, and interpersonal communication skills with a client-service mindset
Demonstrated critical thinking, organization, and ability to manage multiple priorities while meeting deadlines
Completion of the H&R Block Tax Knowledge Assessment, Income Tax Course (or equivalent), and Tax Accountant Assessment, with the ability to work independently and deliver projects on time

Nice To Haves

Mid-level Experience with PeopleSoft general ledger and query preferred
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
Preparing business income tax returns and statements for audits
Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
Identifying opportunities to minimize tax liability through deductions and credits.
Engage regularly with clients and maintain strong relationships
Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape 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 the interfaced data. Perform follow up and resolution of determined issues
Provides guidance and assistance to Associate Tax Strategists as needed