Senior Tax Research Analyst

Overview

This Senior Tax Research Analyst role involves conducting independent, in-depth research and analysis on complex federal and state tax matters. The position supports initiatives for accurate, timely, and helpful tax content across multiple channels, and provides subject matter expertise for training, communications, media requests, and other tax-related projects.

Responsibilities

• Research, analyze, and evaluate current developments on federal and state tax issues; prepare documentation and analysis for 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, including interpreting situations, drawing conclusions, identifying fundamental tax points, and researching and interpreting tax code, regulations, and case law to recommend the best tax treatment for clients.
• Research and analyze current year tax forms to identify and document tax changes that impact forms supported in the organization’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 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, ensuring projects are completed within established time frames.
• 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

Compensation & Benefits

• Competitive pay
• Comprehensive benefits
• Support for well-being both in and outside of work