Remote Tax Strategist

Overview

Our Company. We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results.

It’s an exciting time to be a part of H&R Block!

As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client s unique needs and business drivers. Responsibilities include analyzing financial information, preparing financial reports, and completing corporate, partnership, personal, and business tax returns.

The RTS manages tax statements and filings for businesses and individual clients, ensures compliance with relevant regulations and laws, and provides expert tax and financial advice. Additionally, the RTS supports peer development through mentoring and knowledge sharing, while continually fostering improvement across processes and client service standards.

• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Prepare business income tax returns and statements for audits
• Manage tax administration responsibilities required of assigned accounts including tax code research, tax return preparation, and tax planning
• Identify opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintain strong relationships
• Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business
• Validate the accuracy of data from subsystems
• Process subsystems or subsidiary interfaces
• Validate the accuracy and completeness of the interfaced data
• Perform follow up and resolution of determined issues
• Provide guidance and assistance to in-office Tax Strategists as needed

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• Minimum of 2 years accounting experience
• Minimum of 1 year business tax/entity returns experience
• Experience with GAAP - Generally Accepted Accounting Principles
• Mid-level knowledge of integrated online accounting applications
• Mid-level effective oral, written, and interpersonal communication skills
• Mid-level demonstrated critical thinking skills
• Capable of handling multiple tasks and projects simultaneously
• Demonstrated ability to meet deadlines
• Mid-level familiarity 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 desired
• If hired without credentials, program will require Enrolled Agent licensure in the first 6 months of employment
• Reimbursement for licensing cost is provided

• Mid-level experience with People Soft general ledger and query preferred
• Mid-level knowledge of tax law and statutory regulations

Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.

You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and…