Senior Tax Research Analyst

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Perform thorough and independent research and analysis on intricate federal and state tax issues.

• Collaborate with the research team to identify and address tax-related challenges.

• Provide well-reasoned responses to technical tax inquiries from field management and tax professionals.

• Analyze and document proposed, enacted, or expiring tax legislation.

• Create detailed technical materials on advanced tax topics.

• Develop and present tax law content for internal training sessions and external media appearances.

• Oversee and coordinate the daily activities of a tax research project team.

• Offer training and support to Tax Research Analysts, Associates, and Assistants.

• Research and interpret tax codes, regulations, and case law, recommending optimal tax treatment for clients.

• Review current-year tax forms and document changes impacting H&R Block tax software products.

• Respond to tax inquiries from chat, phone, and tax office support functions while adhering to SLAs.

• Analyze new tax developments and prepare written analyses for associates, departments, and the general public.

• Develop and compose research projects and training materials related to tax and financial matters.

• Coordinate or assist with tax research that supports other departments and provide technical assistance.

⛳️ Requirements

• Bachelor's degree in a relevant field or equivalent experience through a combination of education and related work experience.

• A minimum of 3–5 years of relevant experience in tax preparation and/or tax research or a similar field.

• Capability to clearly articulate complex tax situations.

• Ability to interpret, analyze, and accurately develop solutions for highly complex tax scenarios.

• Credential regulated under Circular 230 (Enrolled Agent, CPA, or Attorney) or Certified Financial Planner (CFP) credential.

• Proven ability to research intricate tax issues and effectively communicate findings.

• Strong critical thinking, conceptual, intellectual, and problem-solving abilities.

• Project management skills to ensure assignments are completed on schedule and within budget.

• Excellent verbal, written, and interpersonal communication skills.

• Familiarity with tax research principles, procedures, and techniques.

• Operational knowledge of personal, corporate, partnership, fiduciary, estate, gift, and international taxation.

• Writing skills to clearly explain complex tax information in straightforward language.

• Preferred: Knowledge of Federal and State tax administration, including litigation, tax compliance, and auditing.

• Preferred: 5 years of experience in tax preparation and/or tax research.

🏝️ Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents.

• H&R Block Retirement Savings Plan (401(k) Plan).

• Employee Assistance Program.

• (Virtual) fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Prep benefit.

• Competitive pay.

• Comprehensive benefits.

• Continuous learning opportunities.

• Support for life both in and outside of work.

• Potential participation in incentive compensation or short-term incentive plans.