Tax Strategist

H&R Block seeks a Tax Strategist to deliver expert tax planning and preparation for individuals and small businesses. You'll analyze financial data, identify savings opportunities, and ensure strict IRS and state compliance. In this client-focused role, you translate complex tax rules into clear guidance, support high-volume seasonal work, and help shape long-term tax strategies. You'll receive robust training, use leading tax software, and collaborate with tax professionals while building a rewarding career in tax and advisory services.

Responsibilities

• Provide personalized tax planning and preparation strategies for individual and small business clients

• Analyze client financial data to minimize tax liability while ensuring full compliance with IRS and state regulations

• Research current tax laws, credits, and deductions to identify client savings opportunities

• Review complex returns prepared by others for accuracy and adherence to firm standards

• Explain tax implications and planning options in clear, client-friendly language

• Collaborate with office teammates to support high-volume seasonal workload

• Maintain detailed documentation and secure handling of sensitive client information

• Participate in ongoing training to stay current on changing tax codes and H&R Block methodologies Required Skills

• Individual income tax preparation

• Small business tax preparation

• Tax planning and strategy

• IRS and state tax compliance

• Tax research and interpretation

• Use of professional tax software

• Financial statement analysis

• Client interviewing and needs assessment

• Written and verbal tax communication

• Documentation and recordkeeping