Senior Tax Research Analyst

Overview

This role involves conducting independent, in-depth research and analysis on complex federal and state tax matters. You will collaborate with a research team to proactively identify and resolve tax-related issues, ensuring compliance with established research standards. Responsibilities include delivering well-reasoned, thoroughly evaluated responses to technical tax inquiries from field management and tax professionals.

You will also analyze and document the implications of proposed, enacted, or expiring tax legislation and create comprehensive technical materials on advanced tax topics. As needed, you will develop and present tax law content for internal training sessions and external media engagements.

Responsibilities

• Research, analyze, and evaluate current developments on federal and state tax issues; prepare documentation and analysis for internal departments and external tax practitioners
• Monitor and coordinate day-to-day activities of a tax research project team to identify and resolve tax-related issues; ensure adherence to research standards; provide training and assistance to Tax Research Analysts, Associates, and Assistants
• Perform independent research, analysis, and planning on complex federal and state tax and financial issues
  • Interpret issues, draw conclusions, identify fundamental tax points, and research and interpret tax code, regulations, and case law
  • Recommend the best tax treatment for the client
• Research and analyze current year tax forms to identify and document tax changes that impact forms supported in tax software products
• Research and answer tax questions from chat, phone, and tax office support functions as needed to meet service level agreements (SLAs)
  • Determine the exact nature of each issue
  • Research applicable tax law and regulations
  • Recommend the best tax treatment
• Monitor and analyze new tax developments; develop written analysis of new tax law, rulings, case law, and regulations for dissemination to tax office associates, other financial service organization departments, and the general public
• Research tax and financial issues and provide 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; ensure projects are completed within established timeframes
• Coordinate, develop, and/or assist in researching tax issues to support other departments; provide 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
• 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 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, including litigation, tax compliance, and auditing
• 5 years of experience in tax preparation and/or tax research

Compensation & Benefits

• Pay Range: $62,800.00 - $94,200.00/Yr
• Local minimum wage laws apply. Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
• 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 eligible dependents in medical and prescription drug coverage; can participate in the Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance and receive an Associate Tax Prep benefit.

Location

Not specified in the provided job description.