Missouri Licensed Tax Strategist

Job Summary

To support a growing practice, the full-time Remote Tax Strategist will analyze financial information, prepare various tax returns, and ensure compliance with tax regulations while building strong relationships with clients and office teams.

Key responsibilities

• Prepare tax statements and financial reports while managing tax administration responsibilities for assigned accounts
• Engage regularly with clients to identify opportunities for minimizing tax liability and provide expert tax advice
• Support peer development through mentoring and knowledge sharing, while staying current with tax laws and compliance requirements

Required qualifications

• Bachelor's degree in a related field or equivalent experience
• Minimum of 2 years accounting experience and 1 year of business tax/entity returns experience
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• Enrolled Agent or licensed CPA desired, with a requirement to obtain licensure within the first 6 months if hired without credentials
• Mid-level knowledge of integrated online accounting applications and GAAP