Analyst, Tax Job Description
Analyst, tax
provides support and review the filings prepared by CECONY and tax preparation consultants including NY, NYC and various unitary state income tax returns, and partnership tax returns.
Analyst, Tax Duties & Responsibilities
To write an effective analyst, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, tax job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyze, compile and present supporting information required by routine revenue authorities information requests in collaboration with Corporate Tax and Tax Advisors
Prepare annual unconsolidated tax returns to Corporate Tax
Prepare corporate federal, state and local income tax returns
Review clients' financial information (financial statements, trial balances, ) and identify and record any necessary book-to-tax adjustments
Calculate taxable income and prepare partnership tax allocations for hedge funds, private equity funds and other alternative investment funds
Prepare federal and state tax returns using GoSystems tax software
Prepare international U.S. tax forms (i.e., Form 5471, 8621, 8858, 8865)
Research various tax issues and correspond with clients on them
Correspond with IRS and state tax authorities
Prepare Form 1099's for clients and third party vendors
Analyst, Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Tax
List any licenses or certifications required by the position: CPA, REIT, MST, AP, US, EA, IRC, SARS, W8/W9
Education for Analyst, Tax
Typically a job would require a certain level of education.
Employers hiring for the analyst, tax job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Education, Taxation, Business/Administration, Graduate, Law, Economics, Management
Skills for Analyst, Tax
Desired skills for analyst, tax include:
SAP and a tax software solution
Excel
Corporate income tax
SAP
Federal and state returns
Non-for-profit returns
Partnership returns
Corporate
Investment management/asset servicing industry
UBIT and sales and use tax
Desired experience for analyst, tax includes:
A track record of effective liaison with accounting and tax staff and external advisors across multiple jurisdictions
Strong organisational skills, with the ability to handle multiple workflows at one time, prioritizing in an effective manner, whilst remaining calm and collaborative when under pressure
A true teamworker, who takes pleasure and pride in ‘owning’ an issue, in helping and supporting co-workers, and who will enjoy and contribute to the dynamic of working in a committed team
Flexible, adaptable and able to thrive in a changing environment
Experience in preparation of tax returns
Experience of transfer pricing issues
Analyst, Tax Examples
1
Analyst, Tax Job Description
Job Description Example
Our company is looking for an analyst, tax. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, tax
- Act as a member of the team developing and maintaining standardized and efficient US income tax accounting system
- Partner closely with Tax, Finance and Account Receivable and Payable teams to provide guidance, advice and support on Indirect Tax strategy
- Oversee the Indirect Tax compliance process for international ensuring indirect tax returns are prepared accurately & filed on time
- Actively seek out and identify system process improvement opportunities for existing Indirect Tax processes and controls and drive positive change
- Support reporting data requests, as needed including providing data analysis of large spreadsheets
- Manage any internal and external audits (including audits from tax authorities) relating to Indirect taxes
- Liaising with the Irish Revenue on Indirect Tax documentation as and when required
- Assist with transfer pricing documentation
- Preparation of tax returns and related schedules
- Preparation of analyses
Qualifications for analyst, tax
- Public accounting experience, CPA license and Master's degree are all a plus
- A working awareness of withholding tax issues and obligations
- Approximately 3 + years of related accounting experience
- Knowledge of tax preparation software and RIA checkpoint preferred
- Preparation and filing of basic to complex personal, terminal
- Performing other duties and special projects as assigned, including filing
2
Analyst, Tax Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst, tax. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, tax
- Prepare income, personal property, and other miscellaneous tax returns
- Prepare monthly tax provisions and tax notes for Head-Office financial reporting purposes
- Gather information to respond to audit queries
- Assist management with special tax projects
- Supporting accounts referenced and aligned for Tax classification
- Ensuring withholding on all eligible payments and persistence of tax withheld in support of IRS tax reporting on the LS2 platform
- Supporting the integration with the Tax infrastructure
- Primarily focused on doing Sales and Use tax filings, payments and reconciliations
- Assisting with 1099 filings
- You will also be doing Tax depreciation work
Qualifications for analyst, tax
- Accounting and tax accounting experience preferred
- Previous experience with Tax Documentation
- Experience with OMGEO and MARKIT
- AITI recently qualified
- CorpTax software experience and/or CPA a plus
- Bachelor’s Degree in Accounting or Master’s Degree in Taxation with 0-4 year’s tax experience
3
Analyst, Tax Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of analyst, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, tax
- Coordinating and delivering the monthly and /or quarterly tax reporting and forecasting submission to STL Corporate Headquarters
- Preparation of tax work papers for corporate level entities (corporations, partnerships, and disregarded entities)
- Coordinate with all related personnel to furnish the documents required during tax audit
- Prepare all required documents during all field tax audits
- Liaise with the tax authority on needed basis
- Prepare draft and/or check requests for payment of taxes and code payments to the correct general ledger accounts
- Research and respond to state tax notices and inquiries from taxing authorities
- Prepare and document the computation of book/tax differences used in arriving at taxable income for the forecast, tax provision, and tax return
- Analyze and model the tax impacts of proposed transactions potential new tax legislation
- Assist in tax planning projects
Qualifications for analyst, tax
- Public Tax experience Federal and State taxation
- Knowledge of federal/state income taxes and income tax provision experience are necessary
- Strong communication skills, excellent organizational, time management, and interpersonal skills, and the ability to communicate with a variety of internal and external personnel
- Communication – able to explain technical concepts, but edits to memos and letters are expected
- Bachelor’s degree in Accounting, Finance, Business or related field required or equivalent combination of experience, training and/or education (MBA and CPA preferred)
- Strong working knowledge of sales & use tax law, GAAP and SEC accounting principles
4
Analyst, Tax Job Description
Job Description Example
Our company is looking for an analyst, tax. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, tax
- Prepare corporate returns for federal consolidation purposes
- Prepare corporate state returns, including unitary and combined filings
- Prepare federal partnership returns
- Prepare state partnership returns
- Developing and documenting work instructions, procedures and processes to improve local and state tax reporting
- Reviewing the ERP system for efficiency and making recommendations where necessary, including leading the process and implementing changes
- Acting as the tax subject matter expert by answering questions and concerns brought forth by the sales and billing teams
- Monitoring and maintaining ERP tax tables for new and changed tax rates per jurisdiction
- Developing and improving tax reports to support reporting requirements
- Researching and providing guidance on tax issues
Qualifications for analyst, tax
- CPA with two or more years’ experience in a Large Regional or Big Four public accounting firm
- Exposure to Fortune 500 or SEC registrants
- Prepare the modeling fiscal information filing
- 1-3 years prior experience in Tax Dept
- Straight public accounting or straight industry experience
- Two (2+) years’ experience in tax
5
Analyst, Tax Job Description
Job Description Example
Our growing company is looking to fill the role of analyst, tax. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, tax
- Develop ideas for process improvements
- Ensure the timely and accurate filing of state and local sales/use taxes
- Provide support for any sales tax related questions and coordinate responses to sales/use tax audits
- Preparation and filing of all state and local sales/use tax returns on a timely basis in compliance with all relevant regulations
- Complete timely and accurate account reconciliations on tax accrual balance sheet accounts to ensure that balances are consistent with returns filed/payments made and any special issues
- Interact with various departments regarding issues with financial reporting as it relates to tax
- 1 - 3+ Years of experience in Finance, Accounting, Reporting, Tax, or Audit directly aligns with the specific responsibilities for this position
- Research and problem resolution of any issues identified by the tax return preparers
- Preparation of quarterly tax provision (ASC 740) for a consolidated group
- Ensure that all State and Federal tax deadlines are met, including extensions, estimated payments and tax returns
Qualifications for analyst, tax
- Ideally 3+ years within a CPA firm or commercial environment with exposure to federal, state and transactional tax compliance
- Builds strong working relationships, based on professionalism, respect and honesty
- Commerce Graduate, LLB/ LLM, Chartered Accountant /Cost Accountant with ¾ years of relevant post qualification experience in Large Indian and/or Multi-national Company or reputed CA / Indirect Tax practicing firm
- Preparation of statutory accounts and reports from general ledgers, including all
- Other financial management with the External and Internal Audit personnel
- Knowledge of tax laws (federal, multi-state and local)