Tax Senior Job Description
Tax senior
provides support to tax compliance and tax accounting team on US tax implications of transactions and provide tax technical expertise on certain tax positions;.
Tax Senior Duties & Responsibilities
To write an effective tax senior job description, begin by listing detailed duties, responsibilities and expectations. We have included tax senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Work closely with audit staff on changes to their returns
Answer staff, partner and client questions
Lead CPE sessions for professional staff
Tax compliance and related tax research and planning exclusively for Financial Services clients including hedge funds, investment partnerships, broker/dealers, banks and other investment companies
Working on High Net Worth individual tax for fund management and investors
Other tax projects as required
Reviewing lighter tax returns
Conducting research and planning for clients
Supervising a staff
Working closely with partners and clients to best minimize tax liabilities
Tax Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Senior
List any licenses or certifications required by the position: CPA, EA
Education for Tax Senior
Typically a job would require a certain level of education.
Employers hiring for the tax senior job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Taxation, Finance, Education, Business, Communication, Public Accounting, Law, MBA, Business/Administration
Skills for Tax Senior
Desired skills for tax senior include:
Tax code and technical aspects of tax preparation and compliance
Tax software and technology
Accounting standards and reporting standards in researching
Completing and reviewing technical areas
Excel
Taxation Codes and Regulations
Tax process
PowerPoint
Broad range of corporate tax matters in various industries
Payroll
Desired experience for tax senior includes:
Maintain a professional appearance during heavy client contact
Develop and maintain knowledge of/across various industries, including distribution, real estate, retail and other commercial businesses
Work closely with Tax Partners and clients
Oversight of Sales/Use and Property tax returns
Interact with outside tax advisors and provide assistance related to tax issues
Tax planning and research for domestic and foreign entities
Tax Senior Examples
1
Tax Senior Job Description
Job Description Example
Our company is searching for experienced candidates for the position of tax senior. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax senior
- Prepare responses to tax authority notices and inquiries
- Coordinate tax return preparation, tax audits, and responses to notices with external tax advisors
- Identify tax planning opportunities
- Track partnership/partner tax bases
- Respond to all tax notices from the IRS and various tax jurisdictions and any audit requests
- Prepare tax provisions required for the Blockers' Financial Statement reporting requirements
- Research new tax law changes that affect our Fund's reporting requirements
- Gather all relevant tax and financial information during the year for quarterly estimates, extensions and tax returns
- Monitor and make recommendations regarding tax planning
- Recommend structures for business liability and tax planning purposes
Qualifications for tax senior
- Tax seniors are responsible for tax compliance, associate development, management of client relationships, and some direct client contact
- They will participate in training and developing staff and building a team-centered client service team
- Minimum 3 years Public Accounting experience with a tax focus and supervisory experience
- Experience in a public accounting firm preferred
- Assist attorneys in executing estate plan documents and coordinate funding of estate planning entities
- Assist clients in funding annual gifts and opening custodian brokerage accounts
2
Tax Senior Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of tax senior. 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 senior
- Researching and consulting on various tax matters
- Responding to IRS and other tax authority inquiries when requested
- Maintaining detailed workpapers to support the tax provisions and tax returns
- Assisting in business plan and projections
- Assist with quarterly estimated tax payment calculations
- Active involvement in the tax return information gathering process
- Inputting line items and schedules for tax return in tax return software
- Preparing provision to tax return computations
- Preparing responses to IRS IDRS
- Perform in the tax return information gathering process
Qualifications for tax senior
- Form 1040 experience preferred
- International Tax experience preferred
- Experience with preparing and reviewing 1040s
- 3+ years of individual tax preparation and review experience
- Prepare and assist US GAAP and Statutory current and deferred tax provisions
- Perform provision to tax return computations
3
Tax Senior Job Description
Job Description Example
Our company is searching for experienced candidates for the position of tax senior. 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 senior
- Prepare and maintain current US tax basis figures and earnings and profits balances for relevant corporate entities in the property group
- Assist in the company’s global FATCA registration and compliance program for entities in the property group
- Assist in the management of a mixed portfolio of clients
- Work as a member of the tax compliance team, the main area of responsibility will be to draft income and corporation tax returns in accordance with Irish tax legislation and company law requirements
- Provide timely and accurate information to clients on ongoing personal tax issues
- Research in relation to client taxation issues
- Conducting Corporate Tax Audits on client premises
- Service High Net Worth clients invested in the arts
- Provide assistance to High Net Worth Real Estate Clients
- Work closely with partners, clients and the audit staff
Qualifications for tax senior
- Provide individual and business entity tax services
- 3+ years of experience in a Big 4 firm
- Prepare corporate, partnership and individual tax returns
- Supervise light level staff during preparation
- Research tax issues affecting clients being serviced
- Work closely with audit teams and partners in providing full service accounting/tax solutions to clients
4
Tax Senior Job Description
Job Description Example
Our growing company is looking for a tax senior. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax senior
- Participate in the tax planning process by reviewing planning projects completed by staff
- Apply tax knowledge to individual returns and business returns
- Provide honest, objective and constructive feedback in a timely manner
- Supervise engagements and assume full responsibility for tax compliance
- Prepare and/or review corporate, partnership, and individual tax returns
- Develop, coordinate, and supervise projects of tax staff and interns
- Build and maintain client relationships and proactively interact to gather information, resolve tax-related issues, and make recommendations for business and process improvements
- Tax research, consultation and preparation of client memorandum
- Advanced knowledge of applicable accounting software
- Ability to lead small to medium sized engagements with finalized document and report requiring minimal change upon review
Qualifications for tax senior
- CPA preferred (or significant progress made towards certification)
- Masters in Taxation degree or LLM in Taxation a plus
- Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, related knowledge of necessary systems and procedures
- MST (or willingness to obtain) preferred
- CPA of EA certification (or progress towards certification)
- Proficiency with computerized tax software and MS Office
5
Tax Senior Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax senior. 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 tax senior
- Prepare provision workpapers
- Rollforward of many different tax schedules from year to year
- Some transfer pricing tax preparation
- Develop and motivate tax associates by reviewing their work and providing them with counseling, leadership and career guidance
- Work with team members and contribute ideas to the team, listen to the view of others
- Apply tax knowledge to individual returns and less complex business returns
- Prepare and analyze tax returns and tax strategies
- Oversee exposure to many issues pertaining to Corporations, Partnerships and high net worth Individuals and trusts
- Tax compliance, associate development, management of client relationships, and some direct client contact
- Contribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidance
Qualifications for tax senior
- Working knowledge of Forms 990, 5500, 1040, 1120, 1065
- No CPA required
- No Masters required
- Licensed CPA, or in the process of obtaining CPA license
- BS/BA degree in Accounting, Finance or related field (Masters of tax preferred)
- Extensive experience with individuals, partnerships, and corporate entities