Tax Strategist

• Apply principles of accounting to analyze financial information and prepare financial reports
• Prepare corporate entity and partnership returns
• Preparing personal and business income tax returns and statements for audits
• Prepare, submit, and manage tax statements and returns for businesses and clients
• Provide advice on financial and tax matters
• 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
• 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 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

• 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.

Demonstrates expertise in financial analysis, tax preparation, and compliance with federal and state tax laws. Proven ability to manage client relationships and mentor peers while ensuring accuracy in financial reporting and tax administration.

• Tax Return Preparation
• Financial Reporting
• GAAP Compliance
• Client Services Experience
• Critical Thinking Skills

• Financial Analysis
• Tax Planning
• Tax Code Research
• Bookkeeping Software
• Spreadsheets
• Database Management
• Tax Statement Preparation
• BAS Statement Preparation
• Corporate Tax Returns
• Partnership Returns

• Effective Communication
• Interpersonal Skills
• Mentoring
• Time Management
• Adaptability

• Bachelor's Degree in Related Field
• H&R Block Income Tax Course or Equivalent

• Financial Compliance
• Tax Regulations
• Continuous Improvement
• Client Relationship Management
• Financial Landscape Research

• Integrated Online Accounting Applications
• H&R Block Tax Knowledge Assessment
• Tax Accountant Assessment