Lead Tax Strategist

• Apply advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports
• Prepare corporate entity and partnership returns, personal and business income tax returns, and statements for audits
• Prepare, submit, and manage tax statements and returns for businesses and clients
• Provide expert financial and tax advice based on relevant regulations, laws, and acts
• Manage office staffing, operations, and logistics for assigned office(s)
• Prepare complex tax statements, financial statements, and Business Activity Statements (BAS) accurately and on schedule
• Create and return statements and documents to clients by set deadlines
• Prepare business income tax returns and statements for audits
• Manage tax administration responsibilities, including tax code research, tax return preparation, and strategic tax planning
• Identify opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and strengthen client relationships through exceptional service and communication
• Stay current with federal and state tax laws, regulatory and compliance requirements, tax planning techniques, financial landscapes, and market trends
• Assist with month-end, quarter-end, and year-end account analysis
• Validate subsystem data accuracy and resolve identified issues
• Respond to tax-related inquiries and assist with tax audits
• Drive and enhance continuous improvement initiatives to optimize processes and outcomes

• Bachelor's degree or the equivalent through a combination of education and related work experience
• 8 years minimum related work experience
• Minimum of 8 years accounting experience
• Minimum of 5 years business tax/entity returns experience
• Experience with GAAP (Generally Accepted Accounting Principles)
• Advanced experience with integrated online accounting applications
• Advanced effective oral, written, and interpersonal communication skills
• Demonstrated critical thinking skills
• Ability to handle multiple tasks and projects simultaneously
• Demonstrated ability to meet deadlines
• 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
• Experience with People Soft general ledger and query preferred
• Strong knowledge of tax law and statutory regulations
• Prior team lead/management experience

Demonstrates expertise in advanced accounting principles, tax preparation, and financial reporting, with a strong focus on compliance with federal and state tax laws. Proven ability to manage client relationships and optimize tax strategies while leading office operations and staffing.

• Advanced Accounting Principles
• Tax Preparation and Compliance
• GAAP Experience
• Client Relationship Management
• Team Leadership

• Financial Reporting
• Tax Return Preparation
• Business Activity Statements (BAS)
• Tax Code Research
• Critical Thinking
• Account Analysis
• Tax Planning
• Bookkeeping Software
• Integrated Online Accounting Applications
• Tax Law Knowledge

• Effective Communication
• Interpersonal Skills
• Time Management
• Adaptability
• Problem Solving

• H&R Block Tax Knowledge Assessment
• Income Tax Course
• Tax Accountant Assessment

• Tax Regulations
• Financial Compliance
• Audit Preparation
• Tax Liability Minimization
• Continuous Improvement

• People Soft
• Spreadsheets
• Database Management