Seasonal, Tax Research Analyst

Summary

H&R Block is a tax services company that provides tax expertise through human and digital solutions. The Seasonal Tax Research Analyst will research moderately complex state and local tax issues, prepare memoranda and guidance, evaluate tax forms, and support tax software, compliance, and cross-functional projects.

Responsibilities

• Research, analyze, and evaluate current year state tax forms, vendor specifications, letters of intent, and requirements to identify, document, and advise company of tax changes impacting company compliance with state Departments of Revenue (DOR)
• Assist tax software developers by researching and answering tax related questions
• Use developed research skills to unravel moderately complex tax situations into the fundamental tax points as they are applicable to current, proposed, or past law
• Make recommendations to tax product teams on forms that may need to be added to or removed from the existing suite of forms
• Coordinate, develop, and/or assist in researching tax issues to support other corporate departments such as Government Relations, Media Relations, Marketing, Legal, Insurance, Software Development, Pricing & Analytics, and Field Training
• Coordinate and/or participate in work teams as necessary for the analysis and preparation of summaries of passed and proposed tax law
• Edit, review, and fact check a variety of tax-related materials produced by self and others to verify accuracy and completeness of material
• Ensure that assigned projects are completed on or before agreed upon deadlines

Skills

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
• Ability to treat confidential information with professionalism and discretion
• Ability to work autonomously while maintaining focus, and perform assignments in a highly detailed and accurate manner
• Excellent verbal, written, and interpersonal communication skills
• Proficiency with at least one online tax research tool
• Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint
• 1 year(s) of experience in tax research, tax preparation, or a related field, with strong knowledge of tax law
• Masters degree in a related field or the equivalent through a combination of education and related work experience
• Circular 230 credential (attorney, EA or CPA)
• Experience in multi-state tax preparation or concepts
• Judicial Clerkship or experience writing memoranda of law

Qualifications

Must Haves

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
• Ability to interpret, analyze, and correctly formulate solutions to highly complex tax situations
• Ability to treat confidential information with professionalism and discretion
• Ability to work autonomously while maintaining focus, and perform assignments in a highly detailed and accurate manner
• Excellent verbal, written, and interpersonal communication skills
• Proficiency with at least one online tax research tool
• Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint
• 1 year(s) of experience in tax research, tax preparation, or a related field, with strong knowledge of tax law

Nice to Haves

• Masters degree in a related field or the equivalent through a combination of education and related work experience
• Circular 230 credential (attorney, EA or CPA)
• Experience in multi-state tax preparation or concepts
• Judicial Clerkship or experience writing memoranda of law

Benefits

• Remote work arrangement
• 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
• 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