Remote Tax Strategist at H&R Block

United States

Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do... 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 What you'll bring to the team... 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 It would be even better if you also had... Mid-level Experience with PeopleSoft general ledger and query preferred Mid-level knowledge of tax law and statutory regulations Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $62,800.00 - $94,200.00/Yr.