Tax Strategist

H&R Block•Tucson, AZ

About The Position

The Tax Strategist applies accounting principles to analyze financial information, prepare financial reports, and prepare corporate entity, partnership, personal, and business income tax returns. The role prepares, submits, and manages tax statements and returns for businesses and clients, provides advice on financial and tax matters, and applies knowledge of relevant regulations, laws, and acts. The Tax Strategist also mentors peers, supports continuous improvement, and processes financial information accurately in compliance with reporting requirements. Responsibilities include preparing tax, financial, and BAS statements at required intervals; delivering statements and documents to clients by deadlines; managing tax administration for assigned accounts, including tax research, return preparation, and tax planning; identifying deductions and credits that may reduce tax liability; maintaining client relationships; and staying current on tax laws, regulatory and compliance requirements, planning techniques, financial developments, and market trends. The position also assists with month-end, quarter-end, and year-end account analysis for assigned business lines. It validates subsystem data, processes subsystem or subsidiary interfaces, checks interfaced data for accuracy and completeness, and follows up to resolve issues. The Tax Strategist provides guidance and assistance to Associate Tax Strategists as needed.

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 or entity returns experience.
Experience with GAAP (Generally Accepted Accounting Principles).
Mid-level knowledge of integrated online accounting applications.
Mid-level 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

Analyze financial information and prepare financial reports.
Prepare corporate entity, partnership, personal, and business income tax returns, as well as statements for audits.
Prepare tax statements, financial statements, and BAS statements at required intervals.
Create and return statements and documents to clients by set deadlines.
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 the financial landscape 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 interfaced data for accuracy and completeness, and follow up to resolve identified issues.
Mentor and guide peers through knowledge transfer and skill development, and foster continuous improvement initiatives.
Provide guidance and assistance to Associate Tax Strategists as needed.
Accurately process financial information and materials in compliance with reporting requirements.