Tax Strategist

This is a fully remote position, open to applicants in Kansas, +1 more state.

📋 Description

• Serve as a vital extension of personnel at acquisition CPA offices within the Block Advisors Network

• Provide outstanding end-to-end client service

• Cultivate strong relationships with designated office teams and clients

• Gain a comprehensive understanding of each client's specific needs and business drivers

• Evaluate financial information

• Prepare financial reports, tax statements, financial statements, and BAS statements as needed

• Create and return statements and documents to clients by established deadlines

• Prepare business income tax returns and statements for audits

• Oversee tax administration tasks, including research on tax codes, preparation of tax returns, and tax planning

• Identify opportunities to reduce tax liability through deductions and credits

• Engage frequently with clients and nurture strong relationships

• Remain up-to-date with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques

• Investigate the financial landscape and market trends

• Assist with month-end, quarter-end, and year-end account analysis for assigned business lines

• Validate the accuracy and completeness of data from subsystems and subsidiary interfaces

• Process subsystem or subsidiary interfaces

• Follow up on and resolve identified issues

• Provide guidance and support to in-office Tax Strategists

• Encourage peer development through mentoring and knowledge sharing

• Promote continuous improvement across processes and client service standards

⛳️ Requirements

• Bachelor’s degree in a relevant field or equivalent experience through a combination of education and related work experience

• At least 2 years of accounting experience

• Minimum of 1 year experience in business tax/entity returns

• Familiarity with GAAP (Generally Accepted Accounting Principles)

• Mid-level proficiency in integrated online accounting applications

• Strong oral, written, and interpersonal communication skills

• Proven critical thinking abilities

• Capability to manage multiple tasks and projects concurrently

• Proven track record of meeting deadlines

• Experience 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 is preferred

• If hired without credentials, must obtain Enrolled Agent licensure within the first 6 months of employment

• Mid-level experience with PeopleSoft general ledger and query is preferred

• Mid-level understanding of tax law and statutory regulations is preferred

🏝️ Benefits

• Competitive salary

• Comprehensive benefits package

• Support for personal and professional life

• Reimbursement for licensing fees

• Remote work options