Senior Tax Research Analyst

H&R Block

Full-time - Mid Level

Remote

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The Senior Tax Research Analyst will perform independent research, analysis, and planning on complex federal and state tax issues. This role involves participating in the activities of a tax research content team, ensuring adherence to research standards, and providing training and assistance to Associates. The analyst will also monitor new tax developments, develop written analyses of tax laws, and support internal and external communications regarding tax accuracy.

Responsibilities

• Perform independent research, analysis, and planning on complex federal and state tax issues.
• Participate in the day-to-day activities of a tax research content team to identify and disseminate content on tax-related issues.
• Ensure adherence to research standards and internal processes.
• Provide training and assistance to Associates.
• Research, analyze, evaluate, and answer technical tax questions.
• 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, corporate associates, and the general public.
• Research tax and financial issues and provide explanations, analysis, and recommendations to other departments.
• Evaluate tax questions to ascertain the exact nature of issues and research applicable tax law and regulations.
• Support internal and external communications teams by writing, editing, and proofing communications for tax accuracy.
• Plan, research, develop, and write research projects and training materials related to tax topics or other financial issues.
• Ensure projects are completed within established time frames.
• Coordinate, develop, and/or assist in researching tax issues to support other departments.
• Provide technical assistance as required.

Requirements

• Bachelor's degree in Accounting, Finance, or other related field; or equivalent combination of education and experience.
• Credential regulated under Circular 230 (Enrolled Agent, CPA, or Attorney).
• A minimum of four years tax research experience.
• Operational knowledge of tax law and regulations sufficient to understand and explain elements of personal, corporate, partnership, fiduciary, estate, gift, and international taxation as well as IRS procedures.
• Knowledge of tax research principles, procedures, and techniques.
• Ability to proof documents and publish documents online.
• Demonstrated ability to effectively research complex tax issues and communicate findings.
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations.
• Excellent verbal, written, and interpersonal communication skills.
• Writing skills sufficient to communicate technical tax information clearly for educational and training materials.
• Ability to clearly explain complex tax situations.
• Ability to work effectively in a diverse work group.
• Effective project management skills to complete assignments on time and within budget.
• Demonstrated critical conceptual and intellectual skills.
• Ability to use a systematic approach in solving problems through analysis and evaluation of alternative solutions.
• Ability to interact effectively with all levels within the company.
• Ability to handle multiple tasks and projects simultaneously.

Nice-to-haves

• Experience with both individual and business returns including pass-through entities.

Benefits

• Medical and prescription drug coverage for associates and eligible dependents.
• 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.