Tax Strategist

H&R Block

. Apply accounting principles to analyze financial information and prepare financial reports .

Posted 9/29/2026full-timeVienna • Virginia • United StatesJuniorMid-Level💰 $75,400 - $113,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, tax preparation, and compliance with federal and state tax laws. Proficient in managing tax administration responsibilities and fostering client relationships while ensuring accuracy in financial reporting.

Highest-signal resume keywords

Tax PreparationFinancial ReportingGAAP ComplianceClient ServicesAccounting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTax Return PreparationTax PlanningBookkeeping SoftwareDatabase ManagementIntegrated Online Accounting ApplicationsMonth-End Account AnalysisBAS Statement PreparationTax Code ResearchRegulatory Compliance

Soft Skills

Effective CommunicationCritical ThinkingTime ManagementInterpersonal SkillsAdaptability

Tools & Technologies

PeopleSoftSpreadsheetsAccounting Software

Certifications & Qualifications

H&R Block Tax Knowledge AssessmentIncome Tax CourseTax Accountant Assessment

Industry Keywords

Tax LawStatutory RegulationsFinancial StatementsCorporate Tax ReturnsPartnership Tax Returns

About the role

Key responsibilities & impact

Apply accounting principles to analyze financial information and prepare financial reports
Prepare corporate entity, partnership, personal, and business income tax returns
Prepare 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
Process financial information and materials in compliance with 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, 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 account analysis
Validate subsystem and interfaced data accuracy and completeness
Process subsystem or subsidiary interfaces and resolve identified issues
Provide guidance and assistance to Associate Tax Strategists

Requirements

What you’ll need

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
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
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
Experience with PeopleSoft general ledger and query preferred
Knowledge of tax law and statutory regulations preferred

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Incentive compensation or short-term incentive plans may provide additional earnings