Role description
From the employerAbout the Role
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...
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 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 and or CPA 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.