Lead Tax Accountant-Small Business and Tax

H&R Block

  • Naperville, IL
  • $80,800 per year
  • Permanent
  • Full-time
  • 12 days ago
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! What you'll do...:The Lead Tax Accountant-Small Business and Tax is a subject matter expert who applies advanced accounting principles to analyze complex financial information and prepare comprehensive financial reports. This role involves preparing corporate entity and partnership returns, as well as personal and business income tax returns and statements for audits. The Lead Tax Accountant is responsible for the preparation, submission, and management of tax statements and returns for businesses and clients. They provide expert financial and tax advice, requiring in-depth knowledge of relevant regulations, laws, and acts. The Lead Tax Accountant is expected to drive and enhance continuous improvement initiatives, leveraging their expertise to optimize processes and outcomes.Day to day, you'll...
  • Prepare complex tax statements, financial statements, and Business Activity Statements (BAS) at required intervals with a high degree of accuracy and expertise
  • Create and return statements and documents to clients by set deadlines, ensuring compliance and client satisfaction
  • Prepare business income tax returns and statements for audits, demonstrating advanced knowledge of audit processes and requirements
  • Manage tax administration responsibilities for assigned accounts, including in-depth tax code research, tax return preparation, and strategic tax planning
  • Identify opportunities to minimize tax liability through deductions and credits, providing strategic and innovative tax advice to clients
  • Engage regularly with clients, maintaining and strengthening relationships through exceptional service and communication
  • Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscapes and market trends to provide informed and strategic advice
  • 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 identified issues
  • Respond to tax-related inquiries and assist in tax audits, providing expert guidance and support
  • Drive and enhance continuous improvement initiatives, leveraging expertise to optimize processes and outcomes
What you'll bring to the team...:Education:
  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
Work Experience:
  • 8 years minimum related work experience
  • Minimum of 5-year business tax/entity returns experience
  • Experience with GAAP - Generally Accepted Accounting Principles
  • Advance experience with integrated online accounting applications
  • Advance Effective oral, written, and interpersonal communication skills
  • Demonstrated critical thinking skills
  • Highly skilled handle multiple tasks and project simultaneously
  • Demonstrated ability to meet deadlines
  • 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
It would be even better if you also had...:Work Experience:
  • Experience with PeopleSoft general ledger and query preferred
  • Possessing strong knowledge of tax law and statutory regulations
  • Prior team lead/management experience
Why work for us: 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 well-being.Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit .Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $88,900.00 - $142,200.00/Yr. Sponsored Job: #LI-KM2

H&R Block