Tax Strategist

H&R Block•Banks, OR

About The Position

The Tax Strategist applies accounting principles to analyze financial information, prepare financial reports, and prepare corporate entity and partnership returns. The role prepares personal and business income tax returns and audit statements, manages tax statements and returns for businesses and clients, and provides advice on financial and tax matters. It requires detailed knowledge of relevant regulations, laws, and acts. The Tax Strategist also mentors peers through knowledge transfer and skill development, supports continuous improvement, and processes financial information accurately in compliance with reporting requirements. The role prepares tax, financial, and BAS statements at required intervals; delivers statements and documents to clients by deadlines; researches tax codes; prepares returns and tax plans; identifies deductions and credits that may reduce tax liability; and maintains client relationships. It stays current on federal and state tax laws, compliance requirements, tax-planning techniques, financial developments, and market trends. The Tax Strategist also assists with period-end account analysis, validates subsystem data and interfaces, resolves identified issues, and provides guidance to Associate Tax Strategists.

Requirements

Bachelor's degree in a related field, or equivalent through a combination of education and related work experience.
At least 2 years of accounting experience.
At least 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 effective oral, written, and interpersonal communication skills.
Mid-level demonstrated critical-thinking skills.
Ability to handle multiple tasks and projects simultaneously.
Expert 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.
Good verbal and written skills.
Client Services experience.
Ability to complete assigned projects on time with minimal supervision.
Ability to correctly interpret and apply complex instructions, policies, and regulations.

Nice To Haves

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 developments and market trends.
Assist with month-end, quarter-end, and year-end account analysis for assigned lines of business.
Validate the accuracy of data from subsystems.
Process subsystem or subsidiary interfaces, validate the accuracy and completeness of interfaced data, and follow up to resolve identified issues.
Provide guidance and assistance to Associate Tax Strategists as needed.
Mentor and guide peers through knowledge transfer and skill development.
Foster continuous improvement initiatives.
Accurately process financial information and materials in accordance with relevant reporting requirements.