Tax Strategist

H&R Block•Banks, OR

About The Position

Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Preparing personal and business income tax returns and statements for audits. Prepares, submits, and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Mentor and guide peers through knowledge transfer and skill development. Foster and enhance continuous improvement initiatives. Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements.

Requirements

Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
Minimum of 2 years’ accounting experience
Minimum of 1 year 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
Capable to handle multiple tasks and project simultaneously
Expert Demonstrated ability to meet deadlines
Mid-level familiarity with bookkeeping software, spreadsheets, and database management. 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 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