Tax Services Job Description
Tax services
provides high quality tax and tax accounting support to internal stakeholders in finance, accounting and corporate tax teams.
Tax Services Duties & Responsibilities
To write an effective tax services job description, begin by listing detailed duties, responsibilities and expectations. We have included tax services job description templates that you can modify and use.
Sample responsibilities for this position include:
Liaising with other departments VAT, Audit and Advisory to ensure advice and projects are successfully completed
Preparing and submitting timely and accurate VAT, ECSL and Intrastat returns across the EMEA region working closely with the Accounts Payable team
Ensuring that all tax payments are made on a timely and accurate basis
Assist with managing IRS examinations, including responding to Information Document Requests, Notices of Proposed Adjustments and other exam related matters
Assist with preparing or reviewing Protests to 30-day letters and assist with representation of clients at IRS Appeals conferences
Assist clients with various alternative dispute resolution procedures such as Pre-Filing Agreement submissions, Fast Track Settlement proceedings and Early Referral to Appeals proceedings
Assist clients with resolving penalty notices by drafting or reviewing penalty abatement requests
Perform research on various technical and procedural tax matters
Research and write articles on current tax topics for internal and external distribution
At least 5 years of tax experience, preferably representing clients in federal tax controversies or representing the government in federal tax matters
Tax Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Services
List any licenses or certifications required by the position: CPA, JD, EA, CFP, US, FPC, CPP, CRA
Education for Tax Services
Typically a job would require a certain level of education.
Employers hiring for the tax services 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, Taxation, Economics, Law, Business/Administration, Education, Graduate, Mathematics
Skills for Tax Services
Desired skills for tax services include:
ASC 740
FAS 109
Broad range of corporate tax matters in various industries
Accounting procedures
Partnership tax regulations
U.S. Generally Accepted Accounting Principles
Internal Systems
MS office
Experience with tax research tools and software
Tax software and technology
Desired experience for tax services includes:
Experience with corporate taxation, consolidations, and partnerships preferred
Bachelor's degree in Accounting, Taxation, Business Administration or related field (willing to accept foreign education equivalent)
Eighteen months of experience providing tax planning services or preparing and reviewing client work papers and tax returns
Bachelor's degree in Accounting, Finance, Taxation, Business Administration or related field (willing to accept foreign education equivalent)
Bachelor's degree from an accredited college/university and either a licensed CPA or attorney
Strong understanding of IRS operations, its procedures and its processes
Tax Services Examples
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Tax Services Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services
- Experience with developing, mentoring and counseling staff level team members
- Responsible for setting-up and maintenance of order information in the commercial servicing application
- Conducts searches by identifying the tax ids and taxing authorities associated to a loan’s collateral via legal descriptions
- Responsible for procuring current and delinquent tax information in preparation for reporting to clients
- Contacts internal resources, clients, and Cognizant partners via email and/or phone to obtain pertinent information to complete tax payment processing
- Develop and execute budget plans
- Advise clients on tax accounting aspects of complex transactions, including IPO readiness, acquisitions, corporate restructurings, restatements, and post-bankruptcy fresh start accounting
- Lead special projects in specific technical areas such as tax basis balance sheets, valuation allowance, accounting for uncertain tax positions, indefinitely reinvested earnings assertion, outside basis differences, and share-based payments
- Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
- Supervise, develop, mentor, and motivate our Associates and Senior Associate team by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
Qualifications for tax services
- Proficient in corporate or individual or partnership taxation
- Four years of experience providing tax preparation and tax related advisory services for corporations and partnerships
- Advise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Minimum of five years experience working in a public accounting firm with current tax experience
- Understanding of trader vs
- 3+ years of previous experience working with/for financial institutions in the area of income taxation
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Tax Services Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services
- Perform QA and work with Clients on UAT of deployed projects
- Review client service preferences periodically via the custom application
- Ability to handle extensive IRD enquiry letters on all HK tax issues including offshore claims independently and meet tight deadlines
- Identify potential tax issues and advise corrective actions as required
- Handle escalated phone calls, identify key problems in processes and escalating them to higher levels of management as needed
- Assess the tax risks and requirements for the Firm doing business in new jurisdictions
- Prepare and present the tax aspects of new business actions globally, under the direction of the Tax Director
- Practice leader for growing and maintaining our Financial Services practice
- Lead a national, regional, or local initiative to increase the growth of assurance services
- Implement the firm strategy by using the portfolio review to develop specific action plans to improve alignment of your clients managed to the firm strategy
Qualifications for tax services
- Eighteen months of experience preparing federal and state/local income tax returns for partnerships, corporations and REITs
- Pursuing a Bachelor’s degree in Accounting, Finance, Economics or related field and/or an advanced degree in Accounting, Taxation, JD or LLM
- Self-starter with initiative to seek out opportunities in a fast-paced environment
- CPA, LLM or JD is preferred
- Minimum of 5 years of progressive tax experience, including financial services experience
- Ability to lead, manage and develop staff in a highly interactive team environment
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Tax Services Job Description
Job Description Example
Our growing company is looking for a tax services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services
- Assist with maintaining fixed asset tax depreciation in SAGE Fixed Assets System
- Assist with the preparation of quarterly federal and state estimated tax payments including required state tax vouchers
- Assist in responding to various state tax notices and gathering information requested by tax authorities during audits
- Assist in inputting Tax Intangible Assets into the SAGE Fixed Assets System
- Assist Tax Department in researching new tax law changes
- Working under general direction, the Professional, Business Analysis will partner with business departments to drive process improvement through seeking out and identifying opportunities, and business process definition by defining and documenting processes and procedures
- Assess and document training needs, communicate existence of new process
- Oversees projects for business departments and/or acts as a liaison/strategic partner between company and government entities, vendors, corporations and other divisions to define business processes and/or generate, update and create various products and services
- When new processes are identified, may hand off to Project Management Team for implementation
- Must be able to understand business rules, work with varying data formats and develop metrics and audit procedures to monitor data quality
Qualifications for tax services
- Will look at straight public or industry
- 2+ years of previous tax preparation assistance preferred
- Experience utilizing office technical tools, including computers, office scanners, printers, and copiers required
- Individuals are required to work Monday – Friday, February 15th through April 15th, 2017
- High school diploma or equivalent certificate is required
- Strong 10-key experience is required
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Tax Services Job Description
Job Description Example
Our company is growing rapidly and is hiring for a tax services. 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 services
- Measure and audit large volumes of varying data for quality issues
- Utilize tools to analyze, query and evaluate data according to defined business rules and procedures
- Work with correct groups to correct all data quality errors, either with system tools or working with programmers
- Takes the lead on business problems, to identify and implement solutions
- Oversee projects for department
- Identify and report issues/concerns that occur during testing
- Recommend solutions to identified issues/concerns
- Document business processes, training procedures, standard operating procedures, project status, business rules and data quality impacts
- Act as a subject matter expert and make recommendations regarding procedures, standards and metrics for data quality
- Preparing yearly tax filings for Hedge Fund, Private Equity Funds, Real Estate Funds, and Funds’ general partners and investment managers
Qualifications for tax services
- This position will have significant executive experience therefore, proven, excellent communication skills with management and clients are required
- Bachelors major in Business/Accounting/Computers or related field
- CPA, Juris Doctor, or other advanced degree required
- Advanced technical knowledge of international tax concepts with the ability to leverage this knowledge to various client situations
- Efficiently perform research on client international tax issues
- Degree holder in Accountancy or business related disciplines
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Tax Services Job Description
Job Description Example
Our company is looking for a tax services. 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 services
- Communication with internal staff and external clients
- Training of staff and interns, providing feedback on their performance
- Communicating with merchants, customers, and Customer Service regarding the calculation of transaction taxes
- Prepare and document sales and use tax, Business license, Exemption Certificate, Tax returns and insure their timely filing and payment
- Support vendor inquiries and research and prepare tax exemption certificates
- Reconcile tax Journal Entries as required
- Support process improvements to improve operating efficiency and support their implementation
- Represent organization as needed on special assignments
- Research and resolve all tax notices of assessment timely
- Oversee and manage all correspondences and/or inquiries from state Sales and Use tax authorities
Qualifications for tax services
- Minimum 1 year of tax experience gained from professional firms/ CPA firms
- Knowledge and experience in visa application an advantage
- Proficient in written/spoken English, Mandarin and Cantonese
- Excellent communication skills, strong analytical and time management skills
- Degree or diploma in a Commercial discipline
- 5yrs professional experience in a commercial organization