H&R Block · 1 week ago
Tax Strategist
Everett, WA
Full-time
Onsite
Mid, Senior Level
$72K/yr - $108K/yr
5+ years expH&R Block is a leader in tax preparation and financial services, seeking a Tax Strategist to enhance their client advisory services. The role involves managing tax returns, providing strategic tax planning, and advising clients on financial and tax matters while ensuring compliance with regulations.
ConsultingRetailService IndustryTax Preparation
Hiring Manager
Kat M.
Responsibilities
Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms
Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings
Find and implement opportunities for process improvement in company tax procedures
Develop and implement strategic tax planning for all necessary federal and state taxes
Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents
Plan for and develop overall return calendar and coordinate timing and inputs with tax team
Maintain effective control procedures over all aspects of the tax process
Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc
Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
Provide support with various internal audits and special tax related projects
Review tax returns and quarterly/yearly tax projections
Manage and mentor members of tax team to greater levels of effectiveness and engagement
Qualification
Required
Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
Demonstrated critical thinking skills
Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously
Excellent interpersonal skills to include oral and written communication
Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles
Intermediate (practical application) Knowledge of integrated online accounting applications
5 years minimum related work experience
Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint
Benefits
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
Can participate in the H&R Block Retirement Savings Plan (401(k) Plan)
The Employee Assistance Program
(virtual) fitness center programs
And the associate discount program
Are automatically enrolled in Business Travel Accident Insurance
And receive 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
2026-01-17
2026-01-15
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