• Prepare and review federal, state, and local tax returns
• Support tax planning efforts to optimize tax liabilities and support long-term financial goals
• Analyze balance sheets and income statements to identify tax implications and savings opportunities
• Manage double-entry bookkeeping, general ledger reconciliation, and regulatory reporting
• Use QuickBooks, Xero, ACS, UltraTax, and other financial software
• Assist with budgeting, financial analysis, and asset management
• Maintain documentation of tax transactions, account reconciliations, and audit trails
• Support audit activities and ensure compliance with tax laws and regulations
• Mentor and guide team members through knowledge sharing, skill development, and professional growth
• Support continuous improvement initiatives

Associate Tax Strategist

• Understand clients' financial goals and identify potential tax savings
• Plan clients' financial futures and inform them about relevant H&R Block products and services
• Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being
• Conduct virtual tax interviews for retail and DIY online clients using video, phone, chat, and email
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
• Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities
• Provide ethical and credible tax advice
• Handle sensitive information confidentially and with integrity
• Keep current with tax laws, tools, and technology
• Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience
• Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals
• Perform other duties as assigned

Virtual Fulfillment Tax Professional

• Perform research and analysis on federal and state tax law changes
• Utilize Tax Institute interpretations as a starting point for tax law analysis when available
• Assess the impact of new and changing tax laws on clients and stakeholders
• Research and interpret tax form changes and regulatory updates when Tax Institute guidance is unavailable
• Create clear, accurate, and user-friendly tax content for multiple audiences
• Review content for technical tax accuracy and consistency
• Partner closely with the Content Team to ensure information is relevant, helpful, and aligned with business needs

Associate Regulatory Tax Analyst, Seasonal

• Support onboarding for new audit clients and establish audit workflows and documentation
• Participate in audit engagement tasks including risk assessment, planning, fieldwork, workpaper preparation, and audit program completion
• Use Thomson Reuters Engagement for audit workpapers, reporting, and compliance tasks
• Prepare audit schedules, reconciliations, and audit documentation
• Perform substantive testing and analytical procedures on financial statements
• Analyze financial data to identify trends, anomalies, and risk areas
• Prepare federal and state tax returns using UltraTax, particularly outside peak audit season
• Support bookkeeping and financial reporting using QuickBooks
• Assist with U.S. federal and state compliance, year-end reporting, and filing support
• Research auditing, accounting, and tax questions
• Work across audit, tax, and accounting engagements throughout the year, with audit as the primary focus
• Collaborate with accounting, advisory, payroll, and operations teams
• Contribute to special projects and financial report preparation

Audit & Tax Associate

• Lead audit engagements from risk assessment and planning through fieldwork, completion, and reporting.
• Support onboarding for new audit clients, including audit workflow and documentation setup.
• Review junior staff workpapers and audit documentation; provide technical guidance, feedback, and mentorship.
• Perform and evaluate substantive testing and analytical procedures.
• Use Thomson Reuters Engagement to manage audit workpapers, reporting, and compliance tasks.
• Prepare and review audit schedules, management letters, reconciliations, and other audit documentation.
• Analyze financial data to identify trends, anomalies, and audit risks.
• Prepare and review federal and state tax returns for individuals and businesses using UltraTax, including multi-state returns.
• Respond to client inquiries and tax-authority notices; support IRS, state, and local examinations.
• Support bookkeeping and financial reporting using QuickBooks.
• Research auditing, accounting, and tax issues and monitor regulatory changes.
• Assist with U.S. federal and state compliance, year-end reporting, and filing support.
• Work across audit, tax, and accounting engagements throughout the year.
• Collaborate with accounting, advisory, payroll, and operations teams as needed.
• Improve audit and tax workflows and contribute to special projects.

Senior Audit & Tax Associate

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax/Audit Intern

• Work the tax notice queue, research each notice’s root cause, and communicate clear, accurate resolutions to customers
• Respond to inbound customer calls and emails about payroll tax issues
• Serve as a resource to the Tax Department and other departments on complex tax questions and customer interactions
• Become an expert in Patriot’s internal payroll tax software and help the team use it effectively
• Use payroll and tax knowledge to support, improve, and build an online payroll tax engine
• Lead by example for the Tax Resolution Specialist and Tax Settings Specialist teams
• Take escalated customer calls and guide them to professional, timely resolutions
• Perform quality checks, monitor customer calls, review work, and provide constructive feedback
• Review weekly team-member check-ins and identify where additional support is needed
• Partner with the Tax Manager on team performance and productivity
• Identify knowledge gaps and determine appropriate coaching, training, or support
• Support ongoing training and development in payroll tax knowledge, customer service, and performance
• Ensure smooth workflow between the Tax Resolution and Tax Settings teams
• Partner with the Tax Manager to build the Tax Settings function from the ground up
• Define quality standards, output measurements, and customer-impact measures
• Adapt duties and activities quickly to deliver an exceptional customer experience

Lead, Tax Resolution Specialist III

• Lead the Firm’s Knowledge Management & Innovation function for the Regulatory and Tax Global Business Units
• Develop and execute the firm’s KM and innovation strategy for designated Global Business Units
• Manage a multidisciplinary team of Knowledge Lawyers, Innovation Managers, and Knowledge Engineers/Analysts across multiple offices and geographic locations
• Drive initiatives enhancing legal workflows, matter intelligence, precedent management, and practice operations
• Advance knowledge sharing, operational excellence, and AI-enabled legal service delivery
• Collaborate with practice group leaders and business services stakeholders to align initiatives with strategic objectives, operational priorities, and client service goals
• Provide data-driven recommendations regarding technology, process improvement, staffing, and operational initiatives
• Establish and monitor performance metrics related to adoption, efficiency, quality, knowledge utilization, and operational effectiveness
• Recruit, retain, coach, mentor, and support the professional growth of team members
• Lead adoption of knowledge-sharing, process improvement, and AI-enabled practices through stakeholder engagement, communication, and change management
• Develop and facilitate knowledge-sharing programs, training sessions, pilot showcases, and collaborative forums
• Promote and represent the firm’s KM and innovation capabilities through client engagement, industry participation, recruiting, and professional networking
• Establish quality standards for knowledge management assets such as precedent libraries, model documents, playbooks, expertise resources, matter insights, and practice-specific know-how
• Lead process improvement and AI-readiness initiatives, oversee pilot programs, and scale successful solutions
• Collaborate with IT, Legal Operations, Practice Management, and other stakeholders to evaluate, implement, and govern KM and AI-enabled platforms
• Oversee capture, organization, and utilization of matter and practice data for reporting, dashboards, and operational insights
• Monitor emerging trends, technologies, and best practices in legal, AI, and professional services markets

Director, Knowledge Management – Innovation, Regulatory / Tax

• Lead RUM Group’s tax strategy, tax compliance, tax reporting, and tax-planning activities across applicable U.S. and international jurisdictions.
• Oversee quarterly and annual income-tax provision processes, tax filings, estimated payments, tax elections, documentation, internal controls, audits, examinations, notices, and tax controversy matters.
• Monitor tax laws and regulatory requirements, assess business impact, and recommend actions supporting compliance, risk management, and tax efficiency.
• Lead treasury operations, including cash positioning, liquidity monitoring, cash-flow forecasting, banking administration, payment controls, short-term investments, and working-capital optimization.
• Manage banking relationships, debt facilities, letters of credit, guarantees, covenant compliance, and lender reporting.
• Establish and maintain treasury policies, controls, delegations of authority, and processes to protect company assets, improve cash visibility, and reduce financial and fraud risk.
• Advise the CFO and executive leadership on tax exposure, liquidity, financing, capital deployment, financial risk, and other high-impact decisions.
• Partner with Accounting, FP&A, Legal, HR, Payroll, and external advisors on tax reporting, transaction structuring, acquisitions, financing activities, international operations, equity compensation, and cross-border matters.
• Lead and develop tax and/or treasury team members, manage external advisors and banking partners, and provide reporting to executive leadership, the Board, and Audit Committee as needed.
• Build scalable, well-controlled tax and treasury capabilities supporting continued growth.

Director, Tax and Treasury

• Lead RUM Group’s tax strategy, tax compliance, tax reporting, and tax-planning activities across applicable U.S. and international jurisdictions.
• Oversee quarterly and annual income-tax provision processes, tax filings, estimated payments, tax elections, documentation, internal controls, audits, examinations, notices, and tax controversy matters.
• Monitor changes in tax laws and regulatory requirements, assess business impact, and recommend practical actions.
• Lead treasury operations, including cash positioning, liquidity monitoring, cash-flow forecasting, banking administration, payment controls, short-term investments, and working-capital optimization.
• Manage banking relationships, debt facilities, letters of credit, guarantees, covenant compliance, and lender reporting.
• Establish and maintain treasury policies, controls, delegations of authority, and processes to protect company assets and reduce financial and fraud risk.
• Advise the CFO and executive leadership on tax exposure, liquidity, financing, capital deployment, financial risk, and other high-impact decisions.
• Partner with Accounting, FP&A, Legal, HR, Payroll, and external advisors on tax reporting, transaction structuring, acquisitions, financing activities, international operations, equity compensation, and cross-border matters.
• Lead and develop tax and/or treasury team members.
• Manage external advisors and banking partners.
• Provide clear reporting to executive leadership, the Board, and Audit Committee as needed.
• Build scalable, well-controlled tax and treasury capabilities supporting continued growth.