Remote Tax Strategist

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  
• Preparing business income tax returns and statements for audits
• Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning    
• Identifying opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintaining 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   
• Provides 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 to handle multiple tasks and project simultaneously    
• Expert 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 provide   

• Mid-level Experience with PeopleSoft general ledger and query preferred
• Mid-level knowledge of tax law and statutory regulations