• Manage a portfolio of more complex business tax clients within your relevant specialism, including reviewing tax returns, computations, and tax accounting disclosures • Signing out tax returns for more complex clients working independently from the director or partner • Pillar 2 compliance and advisory services • Build and maintain strong relationships with clients, acting as their main point of contact for all tax matters • Provide expert advice and guidance on a range of business tax issues, including corporate tax planning, restructuring, and compliance • Assist with tax investigations and disputes, liaising with HMRC on behalf of clients • Work closely with other departments within the firm, building your internal network • Assist with business development activities, including identifying opportunities to cross-sell services to existing clients and generating new business leads • Contribute to the development and improvement of our ways of working within the firm alongside other members of the manager group

• Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance. • Review very complex individual tax returns. • Manage and develop income tax and financial planning clients • Work closely with tax partners and other tax staff on client management, practice development, and business development activities • Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively • Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client • Supervise and help drive the success of multiple engagements in partnership and individual taxation • Preparing year-end projections • Researching various Tax issues • Mentoring Associates and guiding them on Tax issues • Maintaining presentation skills (oral and written)

Role Description Join a fast-growing centralized team of tax advisors providing virtual tax preparation and review services to clients who’ve begun their individual tax returns using H&R Block’s do-it-yourself program. The Senior Virtual Tax Advisor both prepares client’s returns and supports Virtual Tax Advisors with their client’s returns to ensure an outstanding client experience. - Assist with the training and support of Virtual Tax Advisors - Download and complete client tax returns through a virtual platform - Communicate with clients through a variety of mediums, including telephone, secure message, and video - Analyze tax information provided by clients and deliver a timely and high-quality client experience - Demonstrate tax expertise by completing accurate returns and showing dedication to impeccable client service by providing timely and helpful responses to client inquiries - Research complex federal and state tax issues to ensure the client’s tax returns are accurate and complete before filing - Other duties as assigned Qualifications - Bachelor’s degree in accounting or finance or an equivalent combination of education and experience - Three years of prior progressive tax preparation experience Requirements - MBA in Accounting - MBA in Finance - Enrolled Agent, Certified Public Accountant, or Attorney status (credentials regulated under Circular 230) - Knowledge of complex tax situations (foreign, rentals, business) - Experience using AI tools Benefits - Competitive pay - Comprehensive benefits - Support for life both in and outside of work - Medical and prescription drug coverage - Participation in the H&R Block Retirement Savings Plan (401(k) Plan) - Employee Assistance Program - (Virtual) fitness center programs - Associate discount program - Automatic enrollment in Business Travel Accident Insurance - Associate Tax Prep benefit Company Description At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. Pay Range: $21.59 - $32.40/Hr.

Role Description As a Senior Tax Reviewer at Uplinq, you are the last technical checkpoint before a return reaches final sign-off. You perform the detailed, line-level review of complex federal and state returns — catching material issues, validating data, and providing direct feedback to junior preparers to improve first-pass quality. This role is built for a tax professional who has strong review instincts, knows the difference between a real problem and a rounding error, and can move quickly without cutting corners. - Perform detailed technical reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits prior to manager-level sign-off. - Apply judgment to distinguish high-impact issues from negligible discrepancies, keeping the review process thorough and efficient. - Verify that QuickBooks Online data ties to Schedule L for clients who maintain internal books. - Respond to client questions about return details and technical tax matters. - Identify recurring error patterns and provide direct feedback and training to tax staff to raise the standard of first-pass accuracy. - Stay current on federal and state tax law changes. Qualifications - Active CPA license or Enrolled Agent (EA) certification (Required). - 8+ years of experience in tax preparation, with at least 2 years in a dedicated review capacity. - Demonstrated ability to review across entity types: individuals, corporations, partnerships, trusts, estates, and nonprofits. - Expert proficiency with CCH Axcess and QuickBooks Online. - Strong understanding of bookkeeping and financial statements, including Schedule L reconciliation. - Clear, professional communication skills — you'll interact directly with clients on technical matters. Benefits - Competitive pay + health, dental, vision, 401(k), and life insurance. - Remote-first and flexible work culture. - Clear path for career growth in a fast-growing firm. - Modern tech stack and automation-first mindset. - Supportive, collaborative team with strong systems and documentation.