H&R Block

Tax preparation and filing services

Tax Strategist

Tax AccountingPosted on Nov 9

Full-timeKansas City, MO, USANo salary listedRemote

About the Job

Requirements

A bachelor's degree in a related field or equivalent combination of education and related work experience.
At least 2 years of accounting experience.
At least 1 year of business tax or entity-return experience.
Experience with Generally Accepted Accounting Principles (GAAP).
Mid-level knowledge of integrated online accounting applications.
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, and 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.
If hired without credentials, obtain Enrolled Agent licensure within the first 6 months of employment.

Responsibilities

Prepare tax, financial, and BAS statements at required intervals.
Create and return statements and documents to clients by established deadlines.
Prepare business income tax returns and statements for audits.
Manage tax administration for assigned accounts, including tax code research, tax return preparation, and tax planning.
Identify opportunities to minimize tax liability through deductions and credits.
Engage regularly with clients and maintain strong relationships.
Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques; research the 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 subsystem or subsidiary interfaces.
Validate the accuracy and completeness of interfaced data.
Follow up on and resolve identified issues.
Provide guidance and assistance to in-office Tax Strategists as needed.
Analyze financial information, prepare financial reports, and complete corporate, partnership, personal, and business tax returns.
Manage tax statements and filings for business and individual clients, ensure compliance with applicable laws and regulations, and provide tax and financial advice.
Support peer development through mentoring and knowledge sharing and contribute to process and client-service improvements.

Desired Qualifications

Enrolled Agent or licensed Certified Public Accountant (CPA) credentials.
Experience with PeopleSoft general ledger and query.
Knowledge of tax law and statutory regulations.

About the Role

As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client's unique needs and business drivers. Responsibilities include analyzing financial information, preparing financial reports, and completing corporate, partnership, personal, and business tax returns. The RTS manages tax statements and filings for businesses and individual clients, ensures compliance with relevant regulations and laws, and provides expert tax and financial advice. Additionally, the RTS supports peer development through mentoring and knowledge sharing, while continually fostering improvement across processes and client service standards.

Day to day, you’ll...

Prepare tax statements, financial statements, and BAS statements at required intervals
Create and return statements and documents to clients by set deadlines
Preparing business income tax returns and statements for audits
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 maintaining 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 in-office Tax Strategists as needed

Required Qualifications

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
Enrolled Agent or licensed CPA desired
If hired without credentials, Program will require Enrolled Agent licensure in the first 6 months of employment
Reimbursement for licensing cost is provide

Preferred Qualifications

Mid-level Experience with PeopleSoft general ledger and query preferred
Mid-level knowledge of tax law and statutory regulations

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.
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About the Company

H&R Block

Tax preparation and filing services

H&R Block provides tax preparation services through a large network of offices and digital options. It helps individuals and small businesses file taxes via in-person consultations, online tax software, and guided support, using trained tax professionals to complete and file returns. The company differentiates itself through a people-first culture, a broad franchise and office footprint, and a commitment to accessible, personalized service rather than relying solely on technology. Its goal is to help clients feel confident about their taxes and connect with communities by offering dependable, affordable tax help and guidance.

Company size: 1-10
Company stage: IPO
Headquarters: Kansas City, MO
Founded: 1955

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