Senior Tax Research Analyst

H&R Block

8d

About The Position

As a Senior 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 both 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.
Your responsibilities will include analyzing and documenting the implications of proposed, enacted, or expiring tax legislation, and producing comprehensive technical materials on advanced tax topics. Additionally, you will develop and present tax law content for internal training sessions and external media engagements, as needed.

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 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
• 5 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
• 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
• 3 years of experience in tax preparation and/or tax research

Responsibilities

• Research, analyze, and evaluate current developments on federal and state tax issues preparing documentation and analysis for use by internal departments and tax professionals
• Train, monitor and coordinate the day-to-day activities of a tax research team to identify and resolve tax related issues, ensure adherence to research standards, and provide assistance to other research team members
• 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 and other internal tools
• Research and answer tax-related questions from online, chat, gen AI, 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 TTI, tax office associates, other corporate departments, and the general public
• Research tax and financial issues and provides explanations, analysis, and recommendations to both TTI and 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
• Participate in media interviews and assist marketing and communications teams with tax accuracy reviews
• Write and publish online tax articles
• Utilize gen AI to work efficiently and test gen AI for tax use cases

Benefits

• You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
• Specific benefits may vary based on your role.
• For detailed eligibility requirements and benefits information, visit blockbenefits.com.
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level