Remote Tax Strategist at H&R Block

About this role

About the Role As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client's unique needs and business drivers. include analyzing financial information, preparing financial reports, and completing corporate, partnership, personal, and business tax returns. The RTS manages tax statements and filings for businesses and individual clients, ensures compliance with relevant regulations and laws, and provides expert tax and financial advice. Additionally, the RTS supports peer development through mentoring and knowledge sharing, while continually fostering improvement across processes and client service standards. Day to day, you’ll...
Prepare tax statements, financial statements, and BAS statements at required intervals
Create and return statements and documents to clients by set deadlines
Preparing business income tax returns and statements for audits
Manage tax administration 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 maintaining 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 in-office Tax Strategists as needed
Required Qualifications
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
Mid-level Effective oral, written, and interpersonal communication skills
Mid-level Demonstrated critical thinking skills
Capable to handle multiple tasks and project simultaneously
Expert Demonstrated ability to meet deadlines
Mid-level 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, Program will require Enrolled Agent licensure in the first 6 months of employment
Reimbursement for licensing cost is provide
Preferred Qualifications
Mid-level Experience with PeopleSoft general ledger and query preferred
Mid-level knowledge of tax law and statutory regulations
Why work for us At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. Sponsored Job Originally posted on Himalayas