Note: The job is a remote job and is open to candidates in USA. H&R Block is a tax services company seeking a Claims Tax Analyst to conduct comprehensive research, reviews, and analysis of federal, state, and local tax issues. The role validates Peace of Mind and Accuracy claims, communicates findings to internal and external clients, collaborates with legal and escalation partners, and supports quality improvement, mentoring, and claims resolution.
Responsibilities
- As a Claims Tax Analyst, you will play a pivotal role in conducting comprehensive reviews, research, and analysis of tax issues at federal, state, and local levels
- Your primary responsibility will be to validate Peace of Mind and Accuracy claims, ensuring each determination is grounded in fact
- You will serve as the expert, clearly communicating your findings to internal and external clients via phone, email, and Microsoft Teams
- Additionally, you will collaborate with legal and client escalation partners to resolve cases, and work with software and training teams to minimize errors and enhance the client experience
- Your role will also involve working closely with field offices to assist in resolving claims, mentoring peers, and reviewing claims for cross-training and maintaining consistent quality in claims processing
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, 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
Benefits
- Remote work arrangement
- Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
- 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
- Continuous learning
- Support for life both in and outside of work
Company Overview
Company H1B Sponsorship