Tax Strategist

H&R Block

Tax Strategist at H&R Block analyzing financial information and preparing tax returns. Providing advice on tax matters while mentoring fellow associates and ensuring compliance.

Posted 7/24/2026full-timeAurora • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $62,800 - $94,200 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 client relationships and mentoring peers while ensuring accuracy in financial reporting and tax administration.

Highest-signal resume keywords

Tax Return PreparationFinancial ReportingGAAP KnowledgeClient Relationship ManagementAccounting Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTax PreparationTax PlanningBookkeepingData ValidationBAS Statement PreparationRegulatory ComplianceTax Code ResearchFinancial Statement PreparationAudit Support

Soft Skills

Strong CommunicationClient ServiceCritical ThinkingProblem-SolvingMentoring

Tools & Technologies

Accounting SoftwareSpreadsheetsDatabasesBookkeeping ToolsAutomation Tools

Certifications & Qualifications

Associate's Degree in AccountingH&R Block Tax/Accounting Assessment

Industry Keywords

Financial InformationTax StatementsCorporate ReturnsPartnership ReturnsCompliance RequirementsTax Liability MinimizationMarket TrendsContinuous Improvement Initiatives

About the role

Key responsibilities & impact

Apply principles of accounting to analyze financial information and prepare financial reports
Prepare corporate entity and partnership returns
Preparing personal and business income tax returns and statements for audits
Prepares, submits, and manages tax statements and returns for businesses and clients
Provides advice on financial and tax matters
Mentor and guide peers through knowledge transfer and skill development
Foster and enhance continuous improvement initiatives
Accurately process various forms of financial information and materials, ensuring compliance with relevant 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 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 maintain 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 Associate Tax Strategists as needed

Requirements

What you’ll need

Associate’s degree in Accounting, Finance, or related field (or equivalent combination of education and experience)
2+ years of accounting experience, including at least 1 year of business tax/entity return preparation
Working knowledge of GAAP and integrated accounting software/applications
Proficiency with bookkeeping, spreadsheets, databases, and other accounting tools/automation
Strong communication, client service, critical thinking, and problem-solving skills
Ability to manage multiple priorities, meet deadlines, and work independently
Ability to interpret and apply complex tax, accounting, and regulatory requirements, including completion of required H&R Block tax/accounting assessments or equivalent training.

Benefits

Comp & perks

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
Participate in the H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Automatically enrolled in Business Travel Accident Insurance
Receive Associate Tax Prep benefit