[Hiring] Senior Tax Research Analyst @H&R Block

Role Description

As a Senior Tax Research Analyst, you will conduct independent, in-depth research and analysis on complex federal and state tax matters. In this role, you will collaborate closely with the research team to proactively identify and resolve tax-related issues, ensuring full compliance with established research standards. You will deliver well-reasoned, thoroughly evaluated responses to technical tax inquiries from field management and tax professionals.

Your responsibilities will include:

• Research, analyze, and evaluate current developments on federal and state tax issues preparing documentation and analysis for use by internal departments and external tax practitioners.
• Monitor and coordinate the day-to-day activities of a tax research project team to identify and resolve tax-related issues, ensure adherence to research standards, and provide training and assistance to Tax Research Analysts, Associates, and Assistants.
• Perform independent research, analysis, and planning on complex federal and state tax and financial issues; interpret situations, draw conclusions, identify fundamental tax points, research and interpret tax code, regulations, and case law, and make recommendations as to the best tax treatment for the client.
• Research, analyze, and evaluate current year tax forms to identify and document tax changes that impact forms supported in H&R Block’s tax software products.
• Research and answer tax questions from chat, phone, and tax office support functions as needed to meet service level agreements (SLAs); ascertain the exact nature of the issue, research applicable tax law and regulations, and make recommendations as to the best tax treatment.
• Monitor and analyze new tax developments to determine effects; develop written analysis of new tax law, rulings, case law, and regulations for dissemination to tax office associates, other FSO (Financial Service Organization) departments, and the general public.
• Research tax and financial issues and provide explanations, analysis, and recommendations to other departments.
• Plan, research, develop, and write research projects and training materials related to tax topics, tax advice, or other financial issues; ensures projects are completed within established time frame.
• Coordinate, develop, and/or assist in researching tax issues to support other departments; provide technical assistance as required.

Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
• 3-5 years minimum related work experience in tax preparation and/or tax research or similar.
• Ability to clearly explain complex tax situations.
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations.
• Credential regulated under Circular 230 (Enrolled Agent, CPA, or Attorney) or Certified Financial Planner (CFP) credential.
• Demonstrated ability to effectively research complex tax issues and effectively communicate findings.
• Demonstrated critical, conceptual, intellectual, and problem-solving skills.
• Effective project management skills to complete assignments on time and within budget.
• Excellent verbal, written, and interpersonal communication skills.
• Knowledge of tax research principles, procedures, and techniques.
• Operational knowledge of tax law and regulations sufficient to understand and explain elements of personal, corporate, partnership, fiduciary, estate, gift, and international taxation.
• Writing skills to explain complex tax information in a clear manner and in plain language.

Preferred Qualifications

• Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing.
• 5 years of experience in tax preparation and/or tax research.

Benefits

• Competitive pay.
• Comprehensive benefits.
• Support for life both in and outside of work.
• Participation in one or more incentive compensation or short-term incentive plans.
• 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.

Pay Range

The pay range for this position is $62,800.00 - $94,200.00/Yr.