Senior Tax Research Analyst

H&R Block

. Conduct independent, in-depth research and analysis on complex federal and state tax matters .

Posted 10/16/2026full-timeRemote • Missouri • United StatesSenior💰 $62,800 - $94,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax research and analysis, with a strong ability to interpret tax codes and regulations. Proficient in delivering training and developing technical materials on complex tax topics.

Highest-signal resume keywords

Tax Research PrinciplesEnrolled Agent CredentialProject Management SkillsComplex Tax AnalysisVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax Legislation AnalysisTax Code InterpretationTechnical WritingTax ComplianceTax Software EvaluationResearch And AnalysisTraining DevelopmentProblem-SolvingProject Coordination

Soft Skills

Interpersonal CommunicationCritical ThinkingConceptual SkillsCollaborationTime Management

Certifications & Qualifications

CPAEnrolled AgentCertified Financial Planner

Industry Keywords

Federal Tax AdministrationState Tax AdministrationTax ComplianceTax AuditingFiduciary TaxationInternational TaxationCorporate TaxationPartnership TaxationEstate TaxationGift Taxation

About the role

Key responsibilities & impact

Conduct independent, in-depth research and analysis on complex federal and state tax matters
Collaborate with the research team to identify and resolve tax-related issues
Deliver well-reasoned responses to technical tax inquiries from field management and tax professionals
Analyze and document proposed, enacted, or expiring tax legislation
Produce comprehensive technical materials on advanced tax topics
Develop and present tax law content for internal training sessions and external media engagements
Monitor and coordinate day-to-day activities of a tax research project team
Provide training and assistance to Tax Research Analysts, Associates, and Assistants
Research and interpret tax codes, regulations, and case law and recommend the best tax treatment for clients
Evaluate current-year tax forms and document changes affecting H&R Block tax software products
Answer tax questions from chat, phone, and tax office support functions while meeting SLAs
Analyze new tax developments and prepare written analyses for associates, departments, and the general public
Develop and write research projects and training materials related to tax and financial issues
Coordinate or assist with tax research supporting other departments and provide technical assistance

Requirements

What you’ll need

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
Credential regulated under Circular 230 (Enrolled Agent, CPA, or Attorney) or Certified Financial Planner (CFP) credential
Demonstrated ability to research complex tax issues and communicate findings
Critical, conceptual, intellectual, and problem-solving skills
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 personal, corporate, partnership, fiduciary, estate, gift, and international taxation
Writing skills to explain complex tax information clearly and in plain 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

Comp & perks

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
Support for life both in and outside of work
Potential participation in incentive compensation or short-term incentive plans