Tax Manager Job Description
Tax manager
provides technical analysis in all areas of tax (Sub C, Sub K, and International), with a focus on the international tax aspects of the Tax Cuts and Jobs Act and tax accounting considerations under ASC 740, as well as other areas with domestic and global tax consequences to Alexion.
Tax Manager Duties & Responsibilities
To write an effective tax manager job description, begin by listing detailed duties, responsibilities and expectations. We have included tax manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Manage tax compliance, tax provision, and tax advisory services to large multi-state/multi-national private and public corporations in a variety of industries
Manage enquiries from clients, their advisers and the tax authorities as necessary
Provide guidance to clients within area of knowledge, referring more complex issues to Tax Directors
Manage compliance process for European subsidiaries
Supervise staff, manage and coordinate the various projects related to domestic operations (e.g., transfer pricing, tax incentives, foreign tax credit review)
Supporting the tax function in (i) general strategic planning around an evolving organization and changing tax law, and (ii) analyzing domestic and international structuring
Opportunities for the firm
Supporting the private equity, hedge fund, and other asset management businesses
Liaising with Big 4 and other service providers with respect to regular tax payments and filings
International tax compliance, structuring and planning
Tax Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Manager
List any licenses or certifications required by the position: CPA, EA, MA, BA, CRS, FATCA, W8/W9, SMMM, CMI
Education for Tax Manager
Typically a job would require a certain level of education.
Employers hiring for the tax manager 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, Taxation, Law, Graduate, Business, MBA, Economics, Education, Business/Administration
Skills for Tax Manager
Desired skills for tax manager include:
Tax code and technical aspects of tax preparation and compliance
Internal Revenue Code and Regulations
Excel
Tax software and technology
Industry trends
ASC 740
Identify client issues and conflicts
Trends
Alternatives
Industries
Desired experience for tax manager includes:
Advanced knowledge of MS Office suite and other tax software applications
Ability to analyze, interpret and apply accounting rules, tax laws, regulations, rulings and court decisions
Advanced degree or professional certification beyond college (e.g., MBA, MS, MTx, CPA)
Knowledge of employment tax principles
5-8 years of working experience in industry and/or Big 4
Master of Law and/or CPA specialised in Tax
Tax Manager Examples
1
Tax Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax manager
- Serve as a resource for staff and attorneys on all aspects of income taxation and tax-return preparation
- Prepare income tax returns for trusts, estates, foundations, individuals and related entities
- Tax compliance and planning for ultra high net-worth individuals and their related entities
- Analyzing complex investment investment information for tax purposes including FX and real estate transactions
- Prepare detailed planning and analysis memoranda
- Interface with clients regarding tax planning and structuring matters
- Model taxable income projections for various land development project scenarios
- Assist in developing corporate strategy for land assets that results in most effective tax position
- Develop and maintain monthly reports consisting of projected and actual taxable income for multiple land development projects
- Monitor both REIT and taxable REIT subsidiary land development project taxable income on a monthly basis
Qualifications for tax manager
- CPA firm experience servicing high net-worth tax clients
- Coordinate with the Senior Vice President of Tax, Chief Accounting Officer and multiple Asset Managers on the tax modeling and reporting of land development projects
- Assist Senior VP of Tax and the investments team in identifying key tax/REIT issues related to new investments and/or acquisitions
- Assist in developing structures to eliminate exposure to such tax/REIT issues
- Review and reconcile the real estate development tax cost allocation work papers to the GAAP cost allocations
- Research real estate tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
2
Tax Manager Job Description
Job Description Example
Our growing company is looking for a tax manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax manager
- Working closely with partners and clients
- Manage and supervise staff in tax preparation of individual, estate/trust and entity tax returns
- Interact with high-level client personnel, firm audit and tax directors and partners
- Assisting with preparation of unitary and combined state and local tax returns
- Calculating monthly effective tax rates
- Work on client service
- Work closely with the partners in practice development and marketing as they further develop their construction/contracting practice area
- Perform planning, research and tax compliance including corporate, partnership and individual tax
- Supervise and mentor the tax staff
- Provide tax services to closely held businesses
Qualifications for tax manager
- FAS 109 knowledge
- Past experience servicing high net-worth individuals
- Experience in all taxes including
- 7+ years of current or recent CPA firm Tax Manager experience
- 5 years of Public or a combination of Public and Private experience
- Experience with tax management for hedge fund, investment partnership, or broker-dealer clients
3
Tax Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax manager
- Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes
- Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings
- Develop post mortem tax-saving strategies for the estate accounts
- Review and research any tax situation that could affect the management of their accounts
- Assist clients with other accounting related matters
- Keep abreast of tax changes and issues that could affect our clients
- Analyze, evaluate and advise senior management on any tax risk / opportunity associated with new business initiatives and transactions
- Work with key constituents to ensure tax planning & strategy is well communicated and understood
- Advise the business as a whole on changing tax laws/regulations as to how they impact that business and what will need to be done to prepare
- Liaise with outside tax accounting firms
Qualifications for tax manager
- Establish regular information exchange with Tax function in head office
- Responsible for the Company Budget, Plan and Reforecast processes for all tax reserves, expenses and payments
- Oversee the tax provision calculation to ensure GAAP & IFRS compliant accounting and reporting of quarterly estimates, monthly tax accruals for current and deferred taxes
- Ensure all tax reserves (S&U, Beverage, Personal Property, and Excise) are properly reported, timely reconciled, and well understood
- Provide timely recommendations to senior management related to adequacy and appropriateness of all tax provisions / reserves
- Manage the coordination & completion of all Tax audits
4
Tax Manager Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of tax manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax manager
- Assist Business Units resolve tax and tax compliance issues as they arise and work with Tax Advisory in calculating and managing risk in uncertain tax positions
- Supervise and support global and local process improvement initiatives, and system implementations or enhancements
- Establish strong working relations with Legal entity controllers and Business Unit finance areas in order to understand the mechanics of the general ledger, sub-systems and other data sources
- Review of prospective business to ascertain potential new reporting requirements and issues
- Work with Tax Reporting to assist in audit planning and data management
- Prepare and file state partnership, composite, and withholding income tax returns
- Obtain forms and ordinances from various jurisdictions
- Process extensions, tax returns and tax payment requisitions
- Work with the internal technology team to create tax schedules and review partner deliverables
- Prepare all fund tax returns Family Office’s Individual, Trust, Partnership & Foundation returns, including working closely with outside CPA firm
Qualifications for tax manager
- You may also take on other roles or responsibilities which contribute to the efficient running of the team, financial management
- 6+ years of tax experience in a public accounting firm with client service responsibilities
- Experience with Partnership, Individual, S Corp and Trust taxation
- 8+ years of Corporate income tax compliance and provision experience in Public Accounting or a large corporate tax department
- Skilled in tax return preparation software for either OneSource or CorpTax
- BA/BS Degree in Accounting, Tax and/or Finance
5
Tax Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a tax manager. 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 tax manager
- Determine areas of exposure and adapt to challenges in the compliance process
- Researches complicated tax law and accounting principles and drafts and/or reviews technical memos or outlines
- Support Director in preparing year end and quarterly FAS 109, analysis and reviewing to ensure consolidated tax provision is timely and accurately forecasted and reported in accordance with GAAP and SOX, including deferred tax rollforwards
- Work with financial reporting group on financial statement tax disclosures, including tax rate reconciliation and deferred tax detail
- Manage quarterly FIN48 analysis and reporting process including the calculation and booking of interest expense and penalties
- Support director with necessary tax research to understand domestic and international positions and the impact those positions have on global effective tax rate
- Preparing quarterly estimated tax payment requirements
- Consult with business units as tax issues arise
- Assist Director in all domestic and International audits, performing critical analysis of all proposed positions
- Analyze the need for FAS 5 reserves related to non-income tax issues
Qualifications for tax manager
- Skilled in ASC740 tax provision
- Bachelor’s degree in accounting is required, CPA preferred
- Knowledge of Thomson Reuters OneSource RS Income Tax and Tax Provision software desired
- Familiarity with international tax concepts
- Experience with foreign corporation federal and state returns, including 1120-Fs
- Proficient in corporate, individual and/or partnership taxation