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

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:

• Researching, analyzing, and evaluating current developments on federal and state tax issues, preparing documentation and analysis for use by internal departments and external tax practitioners.
• Monitoring and coordinating 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.
• Performing independent research, analysis, and planning on complex federal and state tax and financial issues; interpreting situations, drawing conclusions, identifying fundamental tax points, researching and interpreting tax code, regulations, and case law, and making recommendations as to the best tax treatment for the client.
• Researching and analyzing current year tax forms to identify and document tax changes that impact forms supported in H&R Block’s tax software products.
• Researching and answering tax questions from chat, phone, and tax office support functions as needed to meet service level agreements (SLAs); ascertaining the exact nature of the issue, researching applicable tax law and regulations, and making recommendations as to the best tax treatment.
• Monitoring and analyzing new tax developments to determine effects; developing 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.
• Researching tax and financial issues and providing explanations, analysis, and recommendations to other departments.
• Planning, researching, developing, and writing research projects and training materials related to tax topics, tax advice, or other financial issues; ensuring projects are completed within established time frame.
• Coordinating, developing, and/or assisting in researching tax issues to support other departments; providing 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.
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage.
• Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
• Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Automatic enrollment in Business Travel Accident Insurance.
• Associate Tax Prep benefit.

Pay Range Information

The pay range for this position is $62,800.00 - $94,200.00/Yr. Local minimum wage laws apply. 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.