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H&R Block

Tax Strategist

H&R Block

. Act as a key extension of staff at acquisition CPA offices within the Block Advisors Network .

Posted 11/9/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in tax administration, financial analysis, and client relationship management while ensuring compliance with federal and state tax laws. Proficient in preparing financial reports and tax returns, with a strong focus on minimizing tax liabilities and fostering continuous improvement in client service.

Highest-signal resume keywords
Tax AdministrationFinancial ReportingClient Relationship ManagementGAAP ComplianceTax Law Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisTax Return PreparationTax Code ResearchBusiness Tax ReturnsBAS StatementsAccounting PrinciplesData ValidationAccount AnalysisTax PlanningBookkeeping Software
Soft Skills
Effective CommunicationCritical ThinkingTime ManagementMentoringInterpersonal Skills
Tools & Technologies
Integrated Online Accounting ApplicationsPeopleSoft General LedgerSpreadsheetsDatabase Management
Certifications & Qualifications
Enrolled AgentLicensed CPAH&R Block Tax Knowledge AssessmentIncome Tax Course
Industry Keywords
Tax ComplianceFinancial StatementsClient Service StandardsRegulatory RequirementsMarket Trends

About the role

Key responsibilities & impact
  • Act as a key extension of staff at acquisition CPA offices within the Block Advisors Network
  • Deliver exceptional end-to-end client service
  • Build strong relationships with assigned office teams and clients
  • Develop a thorough understanding of each client’s unique needs and business drivers
  • Analyze financial information
  • Prepare financial reports, tax statements, financial statements, and BAS statements at required intervals
  • Create and return statements and documents to clients by set deadlines
  • Prepare business income tax returns and statements for audits
  • 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 for assigned lines of business
  • Validate the accuracy and completeness of data from subsystems and subsidiary interfaces
  • Process subsystem or subsidiary interfaces
  • Follow up on and resolve identified issues
  • Provide guidance and assistance to in-office Tax Strategists
  • Support peer development through mentoring and knowledge sharing
  • Foster continuous improvement across processes and client service standards

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
  • Enrolled Agent or licensed CPA desired
  • If hired without credentials, required to obtain Enrolled Agent licensure within the first 6 months of employment
  • Mid-level experience with PeopleSoft general ledger and query preferred
  • Mid-level knowledge of tax law and statutory regulations preferred

Benefits

Comp & perks
  • Competitive pay
  • Comprehensive benefits
  • Support for life both in and outside of work
  • Reimbursement for licensing cost
  • Remote work arrangement