Tax-VP Job Description
Tax-vp
provides US international tax input to the Tax Accounting and Reporting team related to global income tax provision and related financial statement disclosures and federal tax compliance.
Tax-VP Duties & Responsibilities
To write an effective tax-vp job description, begin by listing detailed duties, responsibilities and expectations. We have included tax-vp job description templates that you can modify and use.
Sample responsibilities for this position include:
Define and produce comprehensive project documentation, including project plan/milestones, business requirements, process flow diagrams and management/project status reporting in partnership with the Business Analyst and Change Management Team
Participate in project-level technical due diligence for new investments from bidding through approval and closing stages
Plan, organize, coordinate and adopt compliance procedures to changes in organizational structures due to mergers, acquisitions, spinoffs, or sales of business units
Develop and implement policy and procedures related to OECD BEPS initiative final reports including the establishment and maintenance of a country by country report, transfer pricing master file and local files
Hyperion Business Intelligence Reporting
Essbase Reporting
MS Access and Excel application creation and maintenance
Maintenance and administration of other internally developed applications
Preparation of withholding tax returns (Form 1042 and Form 8804)
Coordinating with fund controllers and administrators for collection of tax information
Tax-VP Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax-VP
List any licenses or certifications required by the position: CPA, US
Education for Tax-VP
Typically a job would require a certain level of education.
Employers hiring for the tax-vp 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, MBA, Taxation, Education, Law, Economics, Graduate, Business/Administration
Skills for Tax-VP
Desired skills for tax-vp include:
Asset management and financial services industry
Fund structures and UCITS products
Tax matters across direct and indirect tax areas -
Operations areas
Service
CIB/FSO product
Financial Reporting and Tax Operations
40 ACTs Accounting-Fund Accounting
Financial principles and procedures
Investment and loan structures
Desired experience for tax-vp includes:
At least 10 years of progressive tax management and proven leadership record with strong working knowledge of the areas covered in section A, above
Ability to clearly communicate goals and motivate internal and external constituents with confidence
This position, based on the candidate, is in either New York City or Silver Spring Maryland
Preparation of tax basis schedules for fund investments
Preparation of consolidated tax provision for audit
Preparation of non- income tax returns (commercial rent tax, sales/use tax)
Tax-VP Examples
1
Tax-VP Job Description
Job Description Example
Our innovative and growing company is hiring for a tax-vp. 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-vp
- Ensure compliance with project and quality managements standards
- Monitor, track and resolve project issues and risks by taking corrective actions where necessary
- Maintain, update and obtain sign off on Key Operating Procedures to reflect the current processes
- Developing program charters, business cases, project plans, team structure, MIS and governance models, to support BAU and ongoing changes
- Work with management across regions to drive initiatives and issue resolution
- Identify or assist in proactively anticipating or considering tax saving strategies to minimize worldwide taxes, including minimization and management of withholding taxes
- Maintain current and cumulative E&P calculations with related tax pools and forecasts
- Work with other departments with regard to intercompany debt, funding and other issues including management of tax aspects of concentration accounts and treasury center
- Develop, manage and maintain foreign Intellectual Property structure
- Plan, organize, coordinate and adopt current changes including the ever increasing compliance demands of each taxing jurisdiction
Qualifications for tax-vp
- Monitoring changes in legislation
- Proficient in the taxation of partnerships, corporations and alternative asset products
- Masters Degree in Taxation or CPA
- 8+ years Custody Operations on the tax side
- From Banking or Wealth Management
- Bachelor's or advanced degree in engineering
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Tax-VP Job Description
Job Description Example
Our company is looking to fill the role of tax-vp. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax-vp
- Analysis and creation of business requirements and project documentation
- Process improvement and documentation including developing playbooks and desktop procedures
- Serve as regional SME on regulations and support the team with questions and escalations and have the self awareness to liaise between teams and group tax and Responsible Office where necessary
- Oversee results for UAT testing within automated tools such as CTI’s tax form resolicitation function is providing accurate information
- Managing multiple efforts simultaneously across a broad range of product, business and organizational units, such as FATCA, CRS, German Tax reporting
- Working with business stakeholders / Fund Boards to define and drive the strategy and its execution of changing Tax legislation from an operational perspective
- Identifying and bringing together the right resources, content experts and decision makers to meet goals and implement the required changes
- Direct the management of federal, state and international income tax compliance across 70+ countries and over 40 state and local jurisdictions
- Responsible for ensuring the Company is in compliance with local transfer pricing regulations and associated documentation requirements
- Serving as a key advisor to the CFO on tax and business matters
Qualifications for tax-vp
- Ability to develop clear and concise analyses and presentations
- Computer programming and/or database development and analysis
- Minimum five years post graduate experience with exposure to Tax, Settlements or another related Operations discipline
- 10 years plus tax experience, preferably with an internationally recognised tax practice &/or financial group
- Good standard of written & spoken English and Chinese
- Strong knowledge withholding tax regulations, Qualified Intermediary (QI), FATCA, any other EU specific financial transactions /products tax knowledge would be an advantage
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Tax-VP Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of tax-vp. 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-vp
- Prepare correspondence and other documentation, manage applicable files (inclusive of meeting materials, correspondence, ) for easy access
- Able to identify and appraise commercial opportunities – identify key issues, opportunities, and threats that inform product line strategy
- Transformational leader with ability to mobilize a team toward a common vision
- Oversee the tax compliance and audit
- Conduct technical research and maintain compliance
- Focus on tax provisions and special projects
- Prepare consolidated filings
- Analyze proposed investments and design structures to achieve a high-level of tax efficiency, assist with the structuring of funds and fundraising
- Manage local, state, and federal tax compliance and tax accounting
- Ensure that deal and fund structuring is properly reported in all tax filings
Qualifications for tax-vp
- Advanced knowledge of tax withholding and reporting partnership tax accounting
- Operational mindset focusing on improving operational processes and risk management
- Logical and proactive thinker with the ability to take the team’s strategy forward
- Ability to work and drive the team to work in a high risk environment to challenging deadlines and targets
- Previous experience in Operations- preferable Tax, Financial Services industry
- SME knowledge in tax as it relates to Global Custody
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Tax-VP Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax-vp. 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-vp
- Identifying and recommending state income tax planning strategies and selecting appropriate service providers to assist in the execution of such strategies
- Provide required input to SVP Tax on staff and outside professional service fee spend for the team
- Assist with the annual cash bonus process in determining home and host country tax and social security withholding and sourcing requirements
- Assist with the annual RSU vesting process in determining home and host country tax and social security withholding and sourcing requirements
- Provide tax advisory support to UK Expatriate Payroll including RTI, HMRC tax agreements (e.g., Appendices 5, 6, and 7 and S690) and social security agreements
- Review and draft technical information and instructions for the team, such as assignment letters, HR briefing checklist, FAQs and guidance notes
- Keep updated on tax changes that may affect any aspect of international assignment for inbound and outbound EMEA assignees and share relevant information appropriately
- Ensure withholding tax and VAT is withheld and imposed according to tax law and liability is paid in due time to avoid penalty and keep reputation clean as good taxpayer
- Provide tax advice to Units, including NPA, Product memorandum, agreement
- Prepare quarterly article 25 instalment calculation and analysis the decrease / increase and projected annual corporate tax
Qualifications for tax-vp
- Business analyst skills to include definition and production of business requirements documents
- Ideally this experience would be with-in the custodial &/or funds management industry
- Solid Custody & Securities knowledge / experience within Investment Banking
- Able to demonstrate an ability to assess large amounts of complex information and provide relevant summaries
- Ability to manage multiple initiatives to strict deadlines while maintaining the highest standards throughout
- The successful candidate would normally have significant experience of both domestic and cross border tax issues, in both custody and securities lending environments
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Tax-VP Job Description
Job Description Example
Our growing company is looking for a tax-vp. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax-vp
- Utilize MS Office products (Word, Excel, PowerPoint) and other technology to prepare, modify and proofread presentation materials, organization charts, reports and letters
- Manage all aspects of office administration using independent thinking and judgment with sole discretion for office procedures
- Provide business data to BUC manager to support business with decision tools in the form of Customer and Product Profit & Loss variance analysis
- Support BUC manager in analyzing the performance of business segment so that those business units are able to make further decisions, effort & strategy to meet their budget
- Prepare monthly Business Performance report for Head Office and Local Management team
- To support ad-hoc business queries
- To support reconciliation between PSGL and MIS
- Conduct tax planning for all US investment funds which are structured as REIT’s
- Provide oversight of the REIT testing process undertaken by our fund operations group and in conjunction with external advisors
- Consult with the portfolio management, asset management and transactions teams on REIT structuring on acquisitions and dispositions
Qualifications for tax-vp
- Experienced tax professional with proven business acumen and the credibility / maturity to interact with management, senior business unit personnel and employees at all levels
- Degree qualifications in accounting and / or law and related work experience
- Taking ownership of the calculation and documentation of the Company's monthly, quarterly and annual income tax provision / accounting for income taxes (ASC 740 / FAS 109) and teaming with the Controller's group for the accurate presentation in the company's financial statements (3 sets of audited financial statements)
- Teaming with the Controller group to develop / review appropriate policies for intercompany charges and allocation of management expenses and shared services (transfer pricing) in compliance with new section 385 regulations
- Teaming with executives from the company's Operations and regulatory Compliance groups for development and implementation of policies to comply with FATCA and similar requirements where tax laws overlap with business operations
- Bachelor’s degree in Finance, Accounting or similar discipline required