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Lead Business Tax and Financial Advisor

2 months ago

Naperville, Illinois, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.

Key Responsibilities
  • Prepare and submit tax returns and statements for businesses and clients, ensuring accuracy and compliance with tax laws and regulations.
  • Provide expert advice on financial and tax matters, including tax planning and compliance.
  • Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning.
  • Identify areas where clients and businesses can reduce tax liabilities and increase profit.
  • Engage regularly with clients and maintain strong relationships to ensure exceptional customer service.
  • Stay up-to-date with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques.
  • Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business.
  • Validate the accuracy of data from subsystems and perform follow-up and resolution of determined issues.
  • Provide guidance and assistance to Tax Accountants and Senior Tax Accountants as needed.
About H&R Block

H&R Block is a people company first and a tax company second. We are committed to diversity and inclusion and are proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.

Requirements
  • Minimum of 8 years accounting experience.
  • Minimum of 5 years business tax/entity returns experience.
  • Experience with GAAP.
  • Experience with integrated online accounting applications.
  • Effective oral, written, and interpersonal communication skills.
  • Demonstrated critical thinking skills.
  • Ability to handle multiple tasks and projects simultaneously.
  • Demonstrated ability to meet deadlines.
  • Proficiency in MS Word and Excel, including ability to use macros, pivot tables, and query.