Lead Tax Strategist

Lead Tax Strategist

The Lead Tax Strategist is a subject matter expert who applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. This role involves preparing corporate entity and partnership returns, as well as personal and business income tax returns and statements for audits. The Lead Tax Strategist is responsible for the preparation, submission, and management of tax statements and returns for businesses and clients. They provide expert financial and tax advice, requiring in-depth knowledge of relevant regulations, laws, and acts. The advisor is expected to drive and enhance continuous improvement initiatives, leveraging their expertise to optimize processes and outcomes.

Day to day, you'll...

• Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms
• Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings
• Find and implement opportunities for process improvement in company tax procedures
• Develop and implement strategic tax planning for all necessary federal and state taxes
• Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents
• Plan for and develop an overall return calendar and coordinate timing and inputs with tax team
• Maintain effective control procedures over all aspects of the tax process
• Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc
• Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
• Provide support with various internal audits and special tax related projects
• Review tax returns and quarterly/yearly tax projections
• Manage and mentor members of tax team to greater levels of effectiveness and engagement

Required Qualifications

• Minimum of 8 years accounting experience
• Minimum of 5-year business tax/entity returns experience
• Experience with GAAP - Generally Accepted Accounting Principles
• Advance experience with integrated online accounting applications Advance Effective oral, written, and interpersonal communication skills
• Demonstrated critical thinking skills
• Highly skilled handle multiple tasks and project 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
• CPA required

Preferred Qualifications

• Experience with PeopleSoft general ledger and query preferred
• Experience with GoSystems, Karbon, and Xero softwares
• Possessing strong knowledge of tax law and statutory regulations
• Prior team lead/management experience
• EA

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.