Senior Tax Strategist

About the Role

The Senior Tax Strategist applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. This role is responsible for preparing corporate entity and partnership returns, as well as personal and business income tax returns and statements for audits. The advisor manages the preparation, submission, and oversight of tax statements and returns for businesses and clients.

They provide expert advice on financial and tax matters, possessing in-depth knowledge of relevant regulations, laws, and acts. Additionally, they mentor and guide peers through knowledge transfer and skill development, fostering and enhancing continuous improvement initiatives.

Prepare complex tax statements, financial statements, and BAS statements at required intervals with a high degree of accuracy.

Create and return statements and documents to clients by set deadlines, ensuring compliance and client satisfaction.

Prepare business income tax returns and statements for audits, demonstrating expertise in audit processes and requirements

Manage tax administration responsibilities for assigned accounts, including tax code research, tax return preparation, and strategic tax planning.

Identify opportunities to minimize tax liability through deductions and credits, providing strategic tax advice to clients.

Engage regularly with clients, maintaining and strengthening relationships through exceptional service and communication.

Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscapes and market trends to provide informed advice.

Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems and perform follow-up and resolution of identified issues.

Process subsystems or subsidiary interfaces, ensuring the accuracy of interfaced data and resolving any discrepancies.

Provide guidance and assistance to other office staff, supporting their professional development and skill enhancement.

Required Qualifications

Education

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience

5 years minimum related work 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.