Partner, Tax Strategy and Operations

About the Role

The Partner, Tax Strategy and Operations works both individually and in a team environment to ensure our clients’ tax and small business needs are efficiently met. This individual will play a crucial role in integrating their business into H&R Block/Block Advisors Brand, leading changes, and influencing associates to ensure a smooth transition and continued success. Partner closely with the Block Advisors Office Manager to align strategies and ensure cohesive operations.

Meet with small business clients as the face of Block Advisors, focused on delivering exceptional client experience. Identify client needs and act as a liaison, working with clients, a team of advisors and external business partners in the community.

Lead the seamless integration of the acquired business into H&R Block’s Block Advisors brand.

Partnering with the Block Advisor Office manager to assist in managing and mentoring members of teams to greater levels of effectiveness and engagement. Indirectly lead and influence associates within the office to embrace change and new processes

Assist in retaining existing clients and attracting new ones through exceptional service and relationship-building

Introduce and educate clients about the fundamentals and benefits of products and services being offered year-round at Block Advisors

Work closely with the Block Advisor Office Manager to create and implement a small business client growth strategy for the offices they support

Prepare and review individual and business tax returns to ensure accuracy and compliance with current tax laws and regulations. Provide strategic tax planning advice to clients to optimize their tax positions and minimize liabilities

Serve as an advisor to small business clients by recommending other services that would be beneficial to the client’s financial situation by using their expertise, judgement and experience

Directs preparation of required financial/tax documents. Implement quality control measures to ensure the accuracy and completeness of all tax returns prepared within the office

Maintains knowledge of trends, developments, and best practices in the accounting profession; applies knowledge to make recommendations that can impact the business and tax situation of the client

Transition to H&R Block’s tax software and other technology tools to streamline the tax preparation process and enhance client service

Plan for and develop an overall return and business services calendar and coordinate timing and inputs with teams

Required Qualifications

• Bachelor's degree or the equivalent through a combination of education and related work experience
• Ability to effectively communicate through a variety of media - email, video, phone and in person
• Ability to deliver client service experience that makes clients want to retain the services of Block Advisors for their business and personal tax needs year after year
• experience in a customer centric environment
• Strong computer skills and the ability to utilize multiple computer applications simultaneously
• Successful completion of the H&R Block Tax Knowledge Assessment,

Experience with entity returns

Must complete 10-hour continuing education requirement and meet all other IRS and applicable state requirements

Complete Small Business Certification (internal candidates prior to hire and External candidates after hire)

Preferred Qualifications

• Circular 230 governed credentialed
• Sales and/or Marketing experience
• Project Management experience

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.