Senior Tax Strategist

H&R Block seeks a Senior Tax Strategist to lead complex tax planning and compliance for individuals and small businesses. You will design strategies to minimize liabilities, review intricate federal and state returns, and advise clients on multi state, investment, and small business tax matters. You'll research evolving tax laws, support high value and sensitive cases, and mentor preparers. This role demands accuracy, integrity, and client focused communication, contributing directly to clients' key financial decisions within a collaborative, training oriented environment.

Responsibilities

• Provide advanced tax planning and compliance strategies for individual and small business clients

• Review complex federal and state returns to ensure accuracy, minimize liabilities, and maximize deductions

• Research changing tax laws and advise clients and internal teams on implications

• Collaborate with advisors to integrate tax strategies into broader financial plans

• Support high value and complex cases, including multi state, investment, and small business scenarios

• Mentor and review work of tax preparers, providing guidance on complex issues

• Ensure strict adherence to IRS regulations, ethical standards, and internal quality controls

• Communicate recommendations clearly to non technical clients and document work thoroughly Required Skills

• Advanced individual tax preparation

• Small business and pass through taxation

• Federal and multi state tax compliance

• Tax research and interpretation

• Tax planning for investments and retirement

• Use of professional tax software platforms

• Financial statement and Schedule C analysis

• IRS regulations and audit support

• Client advisory and presentation skills

• Quality review and documentation standards