Tax Strategist

H&R Block

. Apply accounting principles and tax expertise to analyze financial information .

Posted 9/18/2026full-timeAurora • Illinois • United StatesMid-LevelSenior💰 $62,800 - $94,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and compliance, with a strong understanding of GAAP and tax regulations. Capable of managing client relationships while delivering accurate financial statements and tax returns within deadlines.

Highest-signal resume keywords

Tax Return PreparationGAAP KnowledgeClient Relationship ManagementAccounting Systems ProficiencyTax Law Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Statement PreparationFinancial Statement AnalysisBAS Statement PreparationTax Code ResearchTax PlanningCritical ThinkingAccount AnalysisData ValidationIssue ResolutionMulti-Priority Management

Soft Skills

Strong Verbal CommunicationWritten CommunicationInterpersonal SkillsClient-Service MindsetOrganizational Skills

Tools & Technologies

PeopleSoftADPXeroUltra TaxBookkeeping SoftwareSpreadsheetsDatabasesFinancial Technology Tools

Certifications & Qualifications

H&R Block Tax Knowledge AssessmentIncome Tax CourseTax Accountant Assessment

Industry Keywords

Tax RegulationsCompliance RequirementsFinancial AnalysisTax Liability MinimizationMarket Trends

About the role

Key responsibilities & impact

Apply accounting principles and tax expertise to analyze financial information
Prepare 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 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 account analysis for assigned lines of business
Validate the accuracy of subsystem data and interfaced data
Process subsystem or subsidiary interfaces
Follow up on and resolve identified issues
Provide guidance and assistance to Associate Tax Strategists
Support audits, ensure compliance, and drive continuous improvement initiatives

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field (or equivalent combination of education and experience)
3+ years of individual tax return experience, including at least 1 year preparing business/entity returns and 2 years of accounting experience
Working knowledge of GAAP and tax regulations, with the ability to interpret and apply complex policies, procedures, and requirements
Proficiency with accounting systems, bookkeeping software, spreadsheets, databases, and other financial technology tools
Strong verbal, written, and interpersonal communication skills with a client-service mindset
Demonstrated critical thinking, organization, and ability to manage multiple priorities while meeting deadlines
Completion of the H&R Block Tax Knowledge Assessment, Income Tax Course (or equivalent), and Tax Accountant Assessment
Ability to work independently and deliver projects on time
Mid-level experience with PeopleSoft general ledger and query preferred
Mid-level knowledge of tax law and statutory regulations
ADP and Xero certified preferred
Ultra Tax experience preferred

Benefits

Comp & perks

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
Competitive pay
Comprehensive benefits
Support for life both in and outside of work
Incentive compensation or short-term incentive plans may provide additional earnings