VP, Tax Job Description
VP, tax
provides FASB and SEC tax updates impacting GAAP financial reporting to the Tax Director and Accounting stakeholders.
VP, Tax Duties & Responsibilities
To write an effective VP, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included VP, tax job description templates that you can modify and use.
Sample responsibilities for this position include:
Partner with internal and external colleagues to ensure processes and controls are in place to ensure accurate withholding and reporting identify opportunities to streamline processes
Perform physical inspections to include evaluation of exterior/interior conditions, competency of management, neighborhood, market conditions and compliance with the Sec
The new Tax Reporting Project Management will be lead the organization through the delivery of the Tax Reporting
Responsible for consolidated tax provision, tax liabilities, and financial statement disclosure
Responsible for establishment and maintenance of proper internal controls in the tax function
Responsible for US domestic tax compliance
Responsible for book and cash tax forecasting
Partner with tax operations leader regarding IRS audits, SALT leader regarding SALT audits, and international tax leader and finance teams regarding non-US audits
Partner with tax operations leader regarding tax technology tools, training curriculum, and other matters affect the tax reporting function
Data reconciliations
VP, Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for VP, Tax
List any licenses or certifications required by the position: CPA, US
Education for VP, Tax
Typically a job would require a certain level of education.
Employers hiring for the VP, tax 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 VP, Tax
Desired skills for VP, tax include:
Current and potential future tax legislation
Above
Accounting and finance concepts and reporting requirements
Areas covered in section A
Canadian investment products and the taxation thereof
Derivatives products
FAS109/ASC740 reporting standards
FASTAX/EXCEL/PowerPoint
Financial processes and financial systems
GAAP
Desired experience for VP, tax includes:
Data feeds and system uploads
IRS and state e-filing
Trouble-shooting and training
Tax Software maintenance, administration, and system configuration
Project management for application development
Assist Tax users with use of other software applications
VP, Tax Examples
1
VP, Tax Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of VP, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for VP, tax
- Coordination with external tax return reviewers regarding tax positions taken and tax return review issues
- Being in touch of the potential federal legislative tax changes that may impact the firm
- Identify potential risk areas and key issues for additional review, and/or detailed analysis and assessment and possible mitigation approaches
- Track emerging industry issues, developments and trends in technical areas relevant to the business pipeline
- Provide input on 3rd party technical due diligence scope and oversee activities of outside technical consultants
- Provide management, origination professionals, and asset managers with advice including definitive research, asset evaluations, financial data and commentary for their use
- Inspect assets being considered for financing and assets associated with existing investments
- Prepare written technical reports and present the results of technical reviews to approval committees
- Lead the team to ensure compliance with the US any other EU Tax regulations
- Provide oversight and regular feedback / reporting to management
Qualifications for VP, tax
- Written and verbal communications skills - to translate and convey technical information to business managers
- Good judgment and business acumen
- Computer skills – at a minimum Microsoft Office Suite
- Previous experience with wind and/or solar power and exposure to other renewable technologies (geothermal, biomass)
- Experience in alternative energy equipment research, evaluation and valuation
- Statistics and stochastic modeling
2
VP, Tax Job Description
Job Description Example
Our growing company is looking to fill the role of VP, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for VP, tax
- Assist SVP with transactional analysis and other international deal related tasks such as due diligence and review and analysis of deal related documents
- Coordinate and review cost saving strategies with outside consultants and subject matter experts within the company
- Foreign tax credit planning and preservation of credits
- Coordinate the provision of tax advice to foreign businesses
- Publish internal and external flashes on product driven change
- Represent the Americas region including Latin America, Cayman Islands and Canada for all regulations by leading various teams for US withholding certificates and self certification validation and classification
- Own the delivery of all changes required by the business to ensure compliance with the evolving IRS FATCA and CRS regulations
- Liaise with country leads, Key Stakeholders and Business
- Oversee quarterly refresher trainings
- Oversee remediations of client accounts in line with regulatory requirements where non compliant
Qualifications for VP, tax
- Comprehensive knowledge of Taxation and the impact upon a Global Custodian
- Strong presentation skills and previous client facing experience
- Experience in managing and influencing key business partners for the delivery of the services
- Excellent communication, influencing and negotiation skills with the ability to establish and communicate the Global Custody Tax strategy
- Experience leading teams, managing budgets and developing strategy
- Excellent verbal and written communication skills with ability to influence stakeholders
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VP, Tax Job Description
Job Description Example
Our company is looking for a VP, tax. 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 VP, tax
- Researching, addressing and resolving the appropriate tax treatment of new one-off business issues as they arise and recommending optimal course of action
- Monitoring potential, pending, and enacted changes in tax laws and regulatory guidance, effectively understanding and communicating the anticipated impacts (risks and opportunities) of those changes on the business to the company’s executives, and leading the timely implementation of those changes into the company's tax processes
- Teaming with the company's FP&A team to develop short-term and long-term cash tax forecasts and models, with keen focus on the company's operations, expansion plans, transactions, funding of tax distributions
- Assist with training and mentoring junior members of the tax team
- Make recommendations on how to improve or add to our current processes to ensure accurate results in a timely manner
- Timely escalate issues to senior members of tax team to ensure proper resolution • Interact regularly and effectively with the Tax team in Jersey City and other relevant offices
- Leads and directs the activities of Global Tax Department staff and management in all aspects of supervisory duties, including, but not limited to hiring, training, evaluating, coaching, and disciplining direct reports
- Working closely to identify impact and solution with Legal/Corporate Tax/Compensation/Finance on tax matters arising due to a tax law amendment, change in tax positions
- Leads the Tax Developments Process, where noteworthy daily news items are identified, prioritized, analyzed and communicated to interested constituents
- Liaise with SPM’s, Portfolio Management, Product Development, etc to structure and monitor investment vehicles to best meet the tax needs/expectations of clients
Qualifications for VP, tax
- Significant experience in the banking and / or brokerage industry including partnership with business, risk, operations and technology groups
- Experience in project/program execution
- Initiative and analysis skills, ability to quickly broker solutions and resolve conflict situations
- Strong teamwork skills and proven ability to partner well
- Technical knowledge of key tax regulations , Common Reporting Standards, UK or US Foreign Account Tax Compliance Act
- Minimum ten years experience working within tax in financial services
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VP, Tax Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of VP, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for VP, tax
- Complies with federal, state, local and SEC requirements by studying regulations
- Providing support with tax input into employee share scheme and stock reporting requirements for both domestic and international employees annual employer reporting
- Providing support to the HRSD with the determination of payroll engagement status and monitor the process for required updates
- Developing and managing any new product/product change process to ensure sign off and implementation of tax/legal/ regulatory requirements and monitor to closure
- Working with other internal control functions
- Assisting with preparation and roll out of internal health checks and remediation steps
- Subject matter expert for EMEA income tax and social security related aspects of Brexit strategy and implementation
- Manage the Cross Border Worker Arrangements Policy and Process
- Work closely with Regional Assignment Managers and get involved in assignment planning to identify ways to structure assignments effectively in EMEA locations from tax, social security and cost perspectives
- Advise on home and host country tax withholding requirements for termination payments
Qualifications for VP, tax
- Solid understanding of securities lending, with particular reference to tax legislation, together with legal and regulatory drivers
- Sound understanding of global custody and fund management industry
- May suit a candidate with a tax accountancy or paralegal background
- Tax Operations experience is a plus
- Must be very proficient in MS Excel
- Must have knowledge of CTI MD3/IPS, Broadridge Process System and have internet literate to enable on-line searches
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VP, Tax Job Description
Job Description Example
Our growing company is looking to fill the role of VP, tax. 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 VP, tax
- Develop and execute portfolio management strategy and day-to-day trading activities
- Ensure that portfolio positioning and trading activity is consistent with Global Liquidity’s internal credit/risk-management framework, external regulatory requirements and prospectus/client guidelines
- Work closely with Global Liquidity sales team to articulate portfolio positioning and strategy to clients and prospective investors
- Interact with Global Liquidity trading counterparties to gather market color and identify new trading opportunities
- Perform quality assurance review of tax set up at client onboarding, withholding and reporting stages
- Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (Chapter 3, QI and Chapter 4, FATCA)
- Contribute to continuous improvement and development of the quality program
- Additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements
- Assist with managing the monthly queue of reviews to be performed by assigning out work, monitoring progress, and helping to meet monthly goals
- Liaise with business units to gather data and information for the preparation of the reports
Qualifications for VP, tax
- Oversee resolution of tax jurisdiction audits, responses to notices and resolution of prior year tax issues
- Supervising assigned personnel, allocating work and conducting performance appraisals, ensuring and supporting appropriate training and development
- Identifying tax department personnel, technology, and resource needs
- Maintaining and managing relationships with external tax service providers (accountants and attorneys)
- Effectively managing internal and co-sourced projects within time and budget parameters
- Serving as a leader beyond the tax department through interaction with peers and participation in company management groups and committees