Lead Tax Research Analyst

H&R Block

15h•Onsite

About The Position

As a Lead Tax Research Analyst with The Tax Institute (TTI), you will conduct independent, in-depth research and analysis on complex federal and state tax matters. In this role, you will work independently and collaborate closely with other research team members 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. Develop and put into practice sound research methods, quality training practices, as well as measurable productivity and work-product standards. Coordinate team projects, forecasts work volume, identifies potential improvement areas, and plans team operations to ensure best possible results. Cultivate independent tax research, tax preparation, and tax analysis skills within other team members. Resolve questions from customers, tax professionals, and internal associates. Provide tax-related guidance and project updates both within the department as well as to other H&R Block departments.

Requirements

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
8 years minimum related work experience
Ability to handle multiple tasks and projects simultaneously
Ability to interact effectively with all levels of the company
Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
Demonstrated ability to effectively research complex tax issues and effectively communicate findings
Demonstrated critical, conceptual, intellectual, and problem-solving 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
Proficiency with at least one online tax research tool
Writing skills to explain complex tax information in a clear manner and in plain language

Nice To Haves

Post-graduate degree in a related field or the equivalent through a combination of education and related work experience
Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing

Responsibilities

Monitor and coordinate the day-to-day activities of a tax research project team to implement sound tax research processes and identify/resolve tax-related issues
Participate in day-to-day projects to identify and resolve either tax-related or work-related issues.
Lead research team projects to provide tax guidance to other departments and operations within H&R Block and streamline department operations
Perform independent research, tax preparation, and analysis of federal, state, local, and international tax issues and forms.
Resolve tax-related questions from customers, tax professionals, and other H&R Block departments
Research, analyze, and evaluate current year tax questions, tax forms, and other tax-related issues to determine potential internal impact for H&R Block and its operations, and provides guidance as needed
Provide written and verbal updates, as needed, on any identified new developments in tax law, including legislative changes, court decisions, and administrative guidance - write and publish online tax articles
Participate in media interviews and assist marketing and communications teams with tax accuracy reviews
Utilize gen AI to work efficiently and test gen AI for tax use cases