Tax Strategist

H&R Block seeks a Tax Strategist to deliver expert tax planning and preparation for individuals and small businesses. In this client-focused role, you'll analyze financial situations, uncover tax savings, and ensure full compliance with IRS and state regulations. You'll prepare and review complex returns, advise on year-round tax strategies, and explain outcomes in clear, practical terms. Supported by extensive training and tools, you'll collaborate with office teams, maintain precise documentation, and stay current on changing tax laws to help clients make informed financial decisions.

Responsibilities

• Provide personalized tax planning and preparation for individuals and small businesses

• Analyze client financial situations to identify tax savings opportunities and risk areas

• Develop and implement tax strategies aligned with current IRS regulations and state laws

• Review complex returns for accuracy, compliance, and optimization

• Advise clients on year-round tax implications of major financial decisions

• Collaborate with office teams to deliver consistent, high-quality client service

• Maintain detailed, compliant documentation of all client interactions and filings

• Stay current on tax code changes through ongoing training and certification Required Skills

• Individual tax preparation

• Small business tax preparation

• Tax research

• Tax planning and strategy

• IRS and state tax compliance

• Financial analysis

• Tax preparation software (e.g., Blockworks, Ultra

• Tax, Pro

• Series)

• GAAP basics

• Client communication and consultation

• Documentation and recordkeeping