Claims Tax Analyst

Summary

H&R Block is a tax services company seeking a Claims Tax Analyst to research, analyze, and resolve highly complex tax situations. The role involves interpreting tax laws and regulations, communicating findings clearly, and addressing federal, state, and various specialized taxation matters.

Responsibilities

• Ability to handle multiple tasks and projects simultaneously
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
• Ability to use a systematic approach in solving problems through analysis and evaluation of alternative solutions
• Demonstrated ability to effectively research complex tax issues and effectively communicate findings
• Knowledge of tax research principles, procedures, and techniques
• 3 years minimum related work experience
• Operational knowledge of tax law and regulations sufficient to understand and explain elements of personal (Federal and State), corporate, partnership, fiduciary, estate, gift, and international taxation
• Oral, written, and interpersonal communication skills
• Proficiency in MS Word, Excel, and PowerPoint
• Writing skills to explain complex tax information in a clear manner and in plain language
• Enrolled Agent, Certified Public Accountant or Attorney status (credentials regulated under Circular 230)
• Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing

Skills

• Ability to handle multiple tasks and projects simultaneously
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
• Ability to use a systematic approach in solving problems through analysis and evaluation of alternative solutions
• Demonstrated ability to effectively research complex tax issues and effectively communicate findings
• Knowledge of tax research principles, procedures, and techniques
• 3 years minimum related work experience
• Operational knowledge of tax law and regulations sufficient to understand and explain elements of personal (Federal and State), corporate, partnership, fiduciary, estate, gift, and international taxation
• Oral, written, and interpersonal communication skills
• Proficiency in MS Word, Excel, and PowerPoint
• Writing skills to explain complex tax information in a clear manner and in plain language
• Bachelor of Science degree in a related field or the equivalent through a combination of education and related work experience
• Enrolled Agent, Certified Public Accountant or Attorney status (credentials regulated under Circular 230)
• Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing
• Travel: Less than 10% of the time

Qualifications

Must Haves

• Ability to handle multiple tasks and projects simultaneously
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
• Ability to use a systematic approach in solving problems through analysis and evaluation of alternative solutions
• Demonstrated ability to effectively research complex tax issues and effectively communicate findings
• Knowledge of tax research principles, procedures, and techniques
• 3 years minimum related work experience
• Operational knowledge of tax law and regulations sufficient to understand and explain elements of personal (Federal and State), corporate, partnership, fiduciary, estate, gift, and international taxation
• oral, written, and interpersonal communication skills
• Proficiency in MS Word, Excel, and PowerPoint
• Writing skills to explain complex tax information in a clear manner and in plain language
• Bachelor of Science degree in a related field or the equivalent through a combination of education and related work experience
• Enrolled Agent, Certified Public Accountant or Attorney status (credentials regulated under Circular 230)
• Knowledge of Federal and State tax administration to include litigation, tax compliance, and auditing
• Travel: Less than 10% of the time

Benefits

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage.
• Qualifying associates can participate in the H&R Block Retirement Savings Plan (401(k) Plan).
• Qualifying associates can participate in the Employee Assistance Program.
• Qualifying associates can participate in (virtual) fitness center programs.
• Qualifying associates can participate in the associate discount program.
• Qualifying associates are automatically enrolled in Business Travel Accident Insurance.
• Qualifying associates receive Associate Tax Prep benefit.
• 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.
• Remote: Yes