Senior Tax Research Analyst
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Job Description
Senior Tax Research Analyst researching federal and state tax law for H&R Block. Creating accurate guidance, training materials, and software content for practitioners and clients.
Responsibilities:
- Conduct independent, in-depth research and analysis on complex federal and state tax matters
- Support Tax Content Team initiatives to ensure tax content is accurate, timely, and helpful across multiple channels
- Provide subject matter expertise for training, communications, media requests, and other tax-related projects
- Analyze and document implications of proposed, enacted, or expiring tax legislation
- Produce comprehensive materials on advanced tax topics
- Develop and present tax law content for internal training sessions and external media engagements as needed
- Partner across Tax Research, Product, Engineering, Learning, Communications, and Legal teams
- Translate tax law into practical, user-focused guidance while improving content quality, usability, and operational efficiency
- Research and evaluate current federal and state tax developments and prepare documentation and analysis
- Create, update, and maintain tax content, practice aids, and technical resources
- Interpret tax code, regulations, and case law; draw conclusions and make recommendations on tax treatment
- Research current-year tax forms and document changes affecting H&R Block tax software products
- Support rapid response efforts for significant tax law changes and filing-season developments
- Monitor new tax developments and write analyses of tax law, rulings, case law, and regulations for internal departments, tax office associates, practitioners, and the general public
- Research tax and financial issues and provide explanations, analysis, and recommendations
- Plan, research, develop, and write tax-related research projects and training materials
- Coordinate or assist with tax issue research and provide technical assistance to other departments and the research team
Requirements:
- 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
- Strong written communication skills
- 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: Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing
- Preferred: 5 years of experience in tax preparation and/or tax research
Benefits:
- Competitive pay
- Comprehensive benefits
- Continuous learning
- Support for life both in and outside of work
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