Claims Tax Analyst

H&R Block•Remote, MO

5d•$53,800 - $80,700•Onsite

About The Position

As a Claims Tax Analyst, you will play a pivotal role in conducting comprehensive reviews, research, and analysis of tax issues at federal, state, and local levels. Your primary responsibility will be to validate Peace of Mind and Accuracy claims, ensuring each determination is grounded in fact. This role demands exceptional analytical skills, meticulous attention to detail, and a deep passion for tax regulations. You will serve as the expert, clearly communicating your findings to internal and external clients via phone, email, and Microsoft Teams. Additionally, you will collaborate with legal and client escalation partners to resolve cases, and work with software and training teams to minimize errors and enhance the client experience. Your role will also involve working closely with field offices to assist in resolving claims, mentoring peers, and reviewing claims for cross-training and maintaining consistent quality in claims processing.

Requirements

Ability to handle multiple tasks and projects simultaneously
Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
Ability to use a systematic approach in solving problems through analysis and evaluation of alternative solutions.
Demonstrated ability to effectively research complex tax issues and effectively communicate findings
Knowledge of tax research principles, procedures, and techniques
3 years minimum related work experience
Operational knowledge of tax law and regulations sufficient to understand and explain elements of personal, corporate, partnership, fiduciary, estate, gift, and international taxation
Oral, written, and interpersonal communication skills
Proficiency in MS Word, Excel, and PowerPoint.
Writing skills to explain complex tax information in a clear manner and in plain language

Nice To Haves

Bachelor of Science degree in a related field or the equivalent through a combination of education and related work experience.
Enrolled Agent, Certified Public Accountant or Attorney status (credentials regulated under Circular 230).
Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing

Responsibilities

Conduct comprehensive reviews, research, and analysis of tax issues at federal, state, and local levels.
Validate Peace of Mind and Accuracy claims, ensuring each determination is grounded in fact.
Communicate findings to internal and external clients via phone, email, and Microsoft Teams.
Collaborate with legal and client escalation partners to resolve cases.
Work with software and training teams to minimize errors and enhance the client experience.
Work closely with field offices to assist in resolving claims.
Mentor peers and review claims for cross-training and maintaining consistent quality in claims processing.