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 support the Tax Content Team initiatives to ensure tax content is accurate, timely, and helpful for multiple channels; providing subject matter expertise for training, communications, media requests, and other tax-related projects.
Responsibilities include analyzing and documenting the implications of proposed, enacted, or expiring tax legislation, and producing comprehensive materials on advanced tax topics. Additionally, you will develop and present tax law content for internal training sessions and external media engagements, as needed. The Senior Tax Research Analyst partners across Tax Research, Product, Engineering, Learning, Communications, and Legal teams to translate tax law into practical, user-focused guidance while driving continuous improvements in content quality, usability, and operational efficiency.
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.
Create, update, and maintain tax content, practice aids, and technical resources.
- 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.
- Support rapid response efforts for significant tax law changes and filing season developments.
- Ensure content remains accurate, timely, and compliant with applicable tax laws and internal standards.
- 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 and the research team; providing 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
- 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 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.