Senior Tax Compliance Analyst

H&R Block Canada; Calgary; On-site; CAD 80,000 - 110,000; Full time

Job summary

H&R Block Canada in Calgary seeks a Senior Tax Compliance Analyst to help design and test tax software for Canadian federal and provincial regimes, including Quebec. You will ensure accuracy, participate in certification activities, and guide cross-functional teams on tax rules and scenarios.

You bring a minimum of five years in personal income tax, strong Excel skills, and experience with tax research or software testing. Bilingual French/English is a plus; legal work authorization required.

Qualifications

• Bachelor's degree and 5+ years experience in personal income tax, tax research, or tax software development/testing.
• Advanced proficiency in Microsoft Excel.
• Experience with Federal and Provincial tax returns and tax software testing is a strong asset.

Responsibilities

• Act as a Canadian tax SME for product managers, analysts, and developers.
• Collaborate with UX, writers and QA to build tax software features.
• Scope deliverables, dependencies and timelines with cross-functional teams.
• Interpret tax law and explain complex scenarios clearly.
• Audit tax software for accuracy and compliance with CRA and Quebec rules.
• Lead CRA and Revenu Québec certification activities.
• Test software in English and French.

Skills

Tax knowledge

Attention to detail

Organizational skills

Self-motivated

Education

Bachelor's degree in Accounting, Finance, Taxation, or a related field

CPA In-Depth Tax Course

Tools

Microsoft Excel

Job description

About The Role

About The Role
Are you passionate about revolutionizing the digital tax preparation software and services experience? Are you looking for an opportunity to contribute to the design of software that will be used nationally, by both Do-It-Yourself clients and in retail and franchise offices? If you love to solve puzzles and are excited about designing software solutions that impact millions of taxpayers and improve overall customer experiences, then a Tax Compliance and Accuracy Team role is for you!

About The Role
Are you passionate about revolutionizing the digital tax preparation software and services experience? Are you looking for an opportunity to contribute to the design of software that will be used nationally, by both Do-It-Yourself clients and in retail and franchise offices? If you love to solve puzzles and are excited about designing software solutions that impact millions of taxpayers and improve overall customer experiences, then a Tax Compliance and Accuracy Team role is for you!
We are looking for a tax enthusiast and problem solver with experience on a wide variety of complex tax issues as well as a deep understanding of the Canadian tax system including both federal (CRA) and Quebec (RQ) taxes, who is passionate about getting things right.
As a Senior Tax Compliance Analyst reporting to the Lead, Tax Compliance, you will be part of a collaborative, agile team responsible for the end-to-end design, testing, maintenance, compliance, and accuracy of the tax software. You will work closely with software developers and tax compliance developers, leveraging your technical skills to provide detailed guidance while maintaining a holistic view of the software's objectives.
If you love tax and technology and are excited about designing software solutions that impact millions of taxpayers, we want to hear from you.

Key Areas Of Responsibility

• Act as a Canadian tax subject matter expert for Product Managers, Business Analysts, Developers, Content Writers, and User Experience Specialists
• Collaborate with user-experience designers, technical writers, business domain experts, database administrators and quality assurance to build new products and features which will support business growth
• Work with cross-functional teams to scope project deliverables, dependencies, and timelines
• Demonstrate a deep understanding of personal taxation and the ability to interpret tax law, research complex tax scenarios, and explain them in a way that is easy for people to understand
• Audit software applications for the validity of results, accuracy, reliability, and compliance with Canadian Federal and Provincial tax regulations (including Quebec)
• Document software defects, and support and coordinate with developers and tax programmer analysts across Canada and Offshore to fix issues and implement improvements and recommendations
• Review tax forms, create test plans using complex tax scenarios and ensure accuracy of tax calculations
• Work with the Tax Platform developers to ensure scalability and performance improvements of new and existing features
• Create, review, and execute test cases based on varying personal income tax scenarios; develop, maintain, and execute automated tests to ensure accuracy and compliance of tax products
• Plan and lead regression testing for software releases
• Assist with managing ad hoc requests and delegating business requests to ensure timely completion of deliverables. Contribute to work effort estimation and project planning activities
• Lead and execute CRA and Revenu Québec (RQ) certification activities
• Support, coach, and mentor Tax Platform team members
• Test software in English and French

Required Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field, and a minimum of five years of relevant experience, ideally in personal income tax preparation, tax research, or tax software development and testing
• Advanced proficiency in Microsoft Office Excel

Preferred Qualifications

• Experience preparing a variety of Federal and Provincial tax returns (e.g. student, pension, self-employed, rental property, investments, foreign income, etc.)
• Completion of the CPA In-Depth Tax Course or similar education program is a strong asset
• Self-motivated and detail-oriented with strong organizational skills
• Knowledge of Québec personal income tax preparation is an asset
• Experience with software programming is an asset but not a requirement; interactive Java programming classes will be offered as part of the training for this role.
• Experience testing financial software applications would be an asset

Why work for us

For over 60 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental, and estate.

Becoming an H&R Block Associate is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you!

We encourage all interested individuals to apply. Successful candidates must have legal authorization to work in Canada on a full-time basis for any employer. Proof of legal authorization to work in Canada will be required as part of the recruitment process. Only those candidates selected for an interview will be contacted.

H&R Block fosters a workplace in which individual differences are recognized, appreciated, and respected. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process.