H&R Block · 16 hours ago
Remote Tax Strategist
United States
Full-time
Remote
Entry, Mid Level
$63K/yr - $94K/yr
2+ years expH&R Block is dedicated to providing help and inspiring confidence in clients and communities. The Remote Tax Strategist acts as a key extension of CPA office staff, delivering exceptional client service by analyzing financial information, preparing tax returns, and ensuring compliance with tax regulations.
ConsultingRetailService IndustryTax Preparation
Responsibilities
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 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 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
Qualification
Required
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
Mid-level Experience with PeopleSoft general ledger and query preferred
Mid-level knowledge of tax law and statutory regulations
Benefits
Medical and prescription drug coverage
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
Company
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
10001+ employees
H1B Sponsorship
H&R Block has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Andy Phillips
Vice President - The Tax Institute at H&R Block
George Agurkis
Vice President, Government Relations
Recent News
2026-01-23
2026-01-17
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