Tax Services Senior Job Description
Tax services senior
provides income tax accounting guidance using the precepts in ASC 740 to the Director of Financial Accounting, the Corporate Controller, as well as the tax compliance managers and Corporate Vice-President of income tax compliance and strategy;.
Tax Services Senior Duties & Responsibilities
To write an effective tax services senior job description, begin by listing detailed duties, responsibilities and expectations. We have included tax services senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Providing guidance based on global tax research for a broad array of technology products and services
Use of technology to enhance and streamline the tax preparation and reporting process
Investment partnership tax returns and related partner allocations
Prepare complex Financial Services sector tax returns
Review tax returns and projects prepared by Tax Staff, while gaining increasing responsibility within the review process
Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions
Assist in overall staff development and training
Utilize tax preparation software to prepare, review and process returns
Interact with managers, partners and clients
Proactively build relationships with the client personnel projects
Tax Services Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Services Senior
List any licenses or certifications required by the position: CPA, EA, JD, US, LLM
Education for Tax Services Senior
Typically a job would require a certain level of education.
Employers hiring for the tax services 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, Finance, Business, Law, Taxation, Business/Administration, Economics, Graduate, Education, Mathematics
Skills for Tax Services Senior
Desired skills for tax services senior include:
Internal Systems
MS office
Tax software
Technology
Especially in the areas of tax compliance and tax consulting services
Tax concerns facing multinational corporations
Thomson Reuters ONESOURCE
FAS 109 / ASC 740
Financial and tax accounting for investments
Foreign reporting requirements
Desired experience for tax services senior includes:
Knowledge of Prosystem software
Or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure and/or Enrolled Agent
Experience with Expatriate, Foreign National and United States Tax Services preferred
Must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
Bachelor's Degree in Accounting or equivalent, 150 credits to sit for the CPA exam required
Familiarity, or some degree of exposure, to international tax provisions
Tax Services Senior Examples
1
Tax Services Senior Job Description
Job Description Example
Our company is searching for experienced candidates for the position of tax services senior. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax services senior
- Actively participating in the marketing, networking and business development within an area of expertise and specialization
- Maintaining client relationships and acting as the primary contact for complex questions
- Advises clients on specialty tax services’ projects, including Research & Experimentation Credits (R&E), Domestic Production Activities Deduction (DPAD), Cost Segregation, Accounting Methods
- Researching transaction tax laws to create and maintain the tax rules
- Actively participating in projects throughout their lifecycle – from design through delivery – with an emphasis on testing to ensure that projects conform to the business requirements and rules
- Communicating with sellers, customers, and Customer Service regarding the calculation of transaction taxes
- Providing subject matter expertise to various business and IT organizations including Business Development, Marketing, Legal, Customer Service, and various product groups
- Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of real estate clients
- All aspects of financial services tax engagements
- Handling recent Federal & State developments, and current tax accounting standards
Qualifications for tax services senior
- Bachelor's degree (or higher) in Accounting, Finance, Taxation, Business Administration or related field (willing to accept foreign education equivalent)
- Eighteen months of experience preparing and reviewing partnership and individual federal, state, and local income tax returns
- 3-5 years experience working preferably in a public accounting firm with current tax experience serving closely held businesses and the middle market with a strong background in Partnerships
- CPA certification and MST a plus
- Review of transaction and brokerage account summary, K-1 analysis and detailed partner allocation schedules
- Bachelor's degree in Accounting required and CPA or JD required
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Tax Services Senior Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of tax services 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 services senior
- Interacting with high level client personnel, Firm Audit and Senior Tax Managers, Directors and Partners
- Advise organisations in relation to their tax withholding obligations and annual reporting requirements
- Complete and review tax returns
- Delegate to, manage and review trainee work on allocated clients
- Advising clients on planning implications of international assignments
- Working with the Senior Management team to prepare detailed technical tax advice in relation to various tax issues
- Assisting clients with PAYE reviews, Revenue audits and voluntary disclosure submissions
- Advising clients on their PAYE withholding obligations in respect of various items of remuneration
- Advising clients on the design and implementation of share plans and tax efficient remuneration arrangements
- Client service through regular, direct contact with clients, by email, telephone and face-to-face, throughout the entire project life cycle
Qualifications for tax services senior
- Able to prepare complex files independently and as part of a team
- Actively participate in internal professional development events, such as assisting with learning and development support
- Candidates must have a minimum of 4 years relevant tax consulting experience
- MST or JD (or working towards degree) preferred
- Ability to interact with clients, prospects, associates and colleagues in a professional fashion
- Desire to play a key role in growing a specialized tax services practice
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Tax Services Senior Job Description
Job Description Example
Our company is looking to fill the role of tax services senior. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax services senior
- Write and maintain project documentation, business requirements, design documentation, configuration guides, project plans etc
- Provide support to roll-out solutions to end users, including support throughout user acceptance testing and post go-live
- Deliver both online and classroom training
- Assist in managing project timetables, budgets and deliverables
- Explain ONESOURCE SAP related matters to non-tax/technical team members
- Apply your technical experience in tax compliance, compensation, global equity, and employment tax engagements to identify and consult on tax issues
- Participate, or possibly lead projects, in expatriate tax, foreign national tax returns, mobility program support, global compensation review, global pensions, and payroll
- Report to the engagement Manager(s) or Senior Manager(s) and assist in leading the overall engagement coordination provide technical guidance to junior team members
- Responsible for a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
- Advise clients on complex U.S. international tax issues including managing global effective tax rates and global tax structures, assisting on complex business transactions
Qualifications for tax services senior
- Eighteen months of experience creating technical solutions and customized modeling to solve tax data management problems
- Experience maintaining and operating transaction tax calculation and compliance software (e.g., Vertex, Sabrix, Taxware)
- Bachelor's degree in Accounting, Finance, Business Administration or related field (willing to accept foreign education equivalent)
- Working knowledge of Adobe and GoSystem
- Tax research and special projects needed to assist the person in charge of high net worth individuals
- Tax research for new acquisitions
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Tax Services Senior Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax services 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 services senior
- Gathering client information necessary for filing
- Recognizing and communicating potential risks
- Preparing tax accrual workpapers
- Acting as the main client contact for general questions and information
- Supervising and reviewing the work of Core Tax Services Associates
- Assist the team with keeping up-to-date on latest laws, rules and compliance requirements for multistate financial service firms, including hedge funds, private equity and asset management firms
- Work with state tax agencies on tax examinations and routine notices
- Help with development and updating of firm’s Excel templates for financial service clients
- Provide tax compliance and consulting to privately held companies and high net worth individuals
- Develop and motivate tax associates by providing them with counseling, leadership and career guidance
Qualifications for tax services senior
- Ten (10) or more years of prior experience
- Industry expertise in tax specialty
- Bachelor's degree (or higher) in Economics, Finance, Accounting, Law, Business Administration or related field (willing to accept foreign education equivalent)
- 2-4 years ideal, will look a little lighter and heavier if it makes sense
- 3-6 years tax experience in a public accounting firm or private corporation
- Heavy compliance with corporate and partnership returns
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Tax Services Senior Job Description
Job Description Example
Our growing company is looking for a tax services senior. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services senior
- Provide support for the department on daily operations, maintain records in CRM
- Research and development tax credit engagements
- Comprehensive fixed asset engagements including cost segregation, repairs and maintenance and depreciation studies
- Tax accounting method planning engagements including inventory accounting, income deferral and recognition, accelerating and accruing deductions, domestic manufacturing deduction and meals and entertainment
- Tax accounting method change compliance ensuring clients comply with applicable authorities and identifying options for minimizing client tax and reporting burdens while ensuring firm risk management and tax quality control standards and protocols are met
- Identifies all areas in which research is necessary and conducts appropriate investigations, prepares studies of tax implications and outlines alternative courses of action, composes memos and develops and delivers effective presentations
- Team with Partners, Senior Managers and Managers on proposals and business development efforts
- Assists with administrative tasks including engagement letter and fee management, billing and collections
- Assisting with engagement workflow management and supervising staff on assigned engagements
- Acting as a trusted business advisor to clients on a variety of issues including overseeing complex tax projects requiring research and tax analysis for a variety of investment fund structures
Qualifications for tax services senior
- Quantitative and modeling skills combined with interest and experience in process improvement and efficiency
- Strong technological and verbal/written communications
- CPA or Enrolled Agent certification, or law license is a plus
- Very good knowledge of tax law and regulations
- Knowledge of tax regulations applicable to Financial Services Clients in local and global markets
- Experience in advising Clients from the financial and insurance industry