Senior Tax Research Analyst

About the Role

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 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.

Day to day, you’ll…

Research, analyze, and evaluate current developments on federal and state tax issues preparing documentation and analysis for use by internal departments and external tax practitioners

Monitor and coordinate 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

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

Research and answer tax questions from chat, phone, 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 tax office associates, other FSO (Financial Service Organization) departments, and the general public

Research tax and financial issues and provides explanations, analysis, and recommendations to 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

• Coordinate, develop, and/or assist in researching tax issues to support other departments; provide technical assistance as required
• 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
• Why work for us
• At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
• That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. 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.

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.

Pay Range

$62,800.00 - $94,200.00/Yr.

Responsibilities

• 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 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.
• Day to day, you’ll…
• Research, analyze, and evaluate current developments on federal and state tax issues preparing documentation and analysis for use by internal departments and external tax practitioners
• Monitor and coordinate 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
• 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
• Research and answer tax questions from chat, phone, 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 tax office associates, other FSO (Financial Service Organization) departments, and the general public
• Research tax and financial issues and provides explanations, analysis, and recommendations to 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
• Coordinate, develop, and/or assist in researching tax issues to support other departments; provide technical assistance as required

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