H&R Block, the world’s leader in tax preparation services, is looking for a Seasonal Tax Research Analyst. This associate will manage regulatory internal projects from an end-to-end perspective, create project plans, facilitate meetings, manage backlog (as needed), communicate and coordinate across departments, build status dashboards/reporting, and drive continuous Tax Institute operational improvement.
In addition to managing projects, associate will play a key role in the Production Defect process. Associate will research production defects that impact both federal and state tax returns across all H&R Block products. Analyze, evaluate and participate in production defect conference calls and meetings. Summarize Tax Institute impacts by creating a reporting structure to map production defects to State Letter of Intent required actions and communications. Keep management apprised of production defect reporting and any outstanding actions or requirements that may be learned as part of active participation in meetings.
Seasonal associates are direct hires onto H&R Block’s payroll. This position will start in December and is expected to extend through April.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Scope, plan and manage TTI (The Tax Institute) projects.
- Communicate project and operational status across teams, departments and leadership.
- Drive continuous improvement.
- Initiate and facilitate discussions as it relates to the project deliverables.
- Identify and manage project issues and risks.
- Ensure completion of project deliverables and ensure projects are delivered on-time with superior quality.
- Drive a customer-centric, delivery-oriented mentality.
- Ensures that assigned projects are completed on or before agreed upon deadlines.
- Researches, analyzes, and evaluates current production defects, letters of intent, and requirements to identify, document, and advise company of tax changes impacting company compliance with state Departments of Revenue.
- Access and query HPALM (defect ticketing software) on a daily basis to identify production calculation errors across all products.
- Actively participate in Production Defect calls as needed.
- Create and actively manage TTI Production Defect reports and keep management apprised of all defects that have calculation errors and/or where the state Department of Revenue has contacted TTI regarding a perceived software error.
- Bachelor's degree in business related field or commensurate tax experience.
- Graduate degree in accounting, tax, or law, or progress towards completion of such degree, or completion of Judicial Clerkship is desirable.
- Circular 230 designation (attorney, CPA, or EA) is also highly desirable.
- A minimum of 1 year tax research, tax preparation, or related experience.
- Ability to interpret, analyze, and correctly formulate solutions to moderately complex tax situations.
- Exceptional written and verbal communication skills.
- Experience in multi-state tax preparation or concepts preferred but not required.
- Ability to perform assignments in a highly detailed and accurate manner.
- Ability to treat confidential information with professionalism and discretion.
- Proficiency with Windows-based computer systems
- Proficiency with PC applications including but not limited to Excel, Word, and PowerPoint.
- Proficiency with at least one online tax research tool (RIA, CCH, BNA, Lexis, or similar)
- Master’s degree in Tax, Business, Accounting, Finance, or other related field
- Judicial Clerkship or experience writing memoranda of law
- Circular 230 designation