Accountant, Tax Job Description
Accountant, tax
provides financial information and support to third party tax preparers for US and Canadian income tax, state income tax, sales and use tax, and property tax return.
Accountant, Tax Duties & Responsibilities
To write an effective accountant, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included accountant, tax job description templates that you can modify and use.
Sample responsibilities for this position include:
Responsible for accurate and timely filings for all separate entity state and local income tax returns
Prepare state and local apportionment schedules
Assisting with federal, state and local tax authority audits
Prepare state income and franchise tax returns, estimates and extension calculations for selected entities
Complete GAAP and statutory tax footnotes, when applicable
Prepare annual state income and franchise tax returns, quarterly estimates, and extension calculations accurately and timely for assigned companies
Preparing calculations necessary for completion of business tax returns and federal, state and local income tax returns
Assisting in the preparation of documentation for state tax audits
Review GAAP fixed assets
Resolve federal, state and local tax notices
Accountant, Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Accountant, Tax
List any licenses or certifications required by the position: CPA, CMA, ECM, SIMS, EA, MBA, CA
Education for Accountant, Tax
Typically a job would require a certain level of education.
Employers hiring for the accountant, 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, Education, Business, Taxation, Business/Administration, Public Accounting, Economics, Graduate, Accountancy
Skills for Accountant, Tax
Desired skills for accountant, tax include:
GAAP
GAAS
Professional standards and regulations
Clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
SAP
Canadian Income Tax Act
Canadian Income Tax Act and related legislation
Excel
Equivalent ERP
State
Desired experience for accountant, tax includes:
Use QuickBooks to help analyze and gather tax information for returns
Supervise lighter tax preparers and interns
Prepare and compile monthly tax reports
Run monthly and annual fund-level tax related MSPA reports
Run monthly investor tax allocations
Run tax withholding reports and reconcile to book income reports
Accountant, Tax Examples
1
Accountant, Tax Job Description
Job Description Example
Our company is looking for an accountant, tax. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for accountant, tax
- Reconcile investor allocations to book capital
- Review and coordinate the tax estimate process
- Coordinate the withholding tax for each fund on a quarterly basis
- Review and coordinate the K-1 and partnership tax return process
- Maintenance of annual transfer pricing reports and memos
- Providing guidance and support to other departments within the group on technical tax issues including Employee Taxes, VAT
- Prepare monthly and quarterly sales and use tax returns
- Assist with various Canadian Statistics surveys
- Respond to specialty tax notices and inquiries
- Compile data and prepare annual forms such as 1099-MISC and 1099-B
Qualifications for accountant, tax
- Qualified AITI CTA, accounting qualification preferable
- 5 years experience working in tax, ideally within industry
- One to two years of corporation tax experience
- 1 + years of experience with federal corporate tax
- CPA license and/or a master's degree is a plus
- Working knowledge of tax law and codes
2
Accountant, Tax Job Description
Job Description Example
Our company is searching for experienced candidates for the position of accountant, 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 accountant, tax
- Assist with the review of state use tax accruals and reversals
- Preparation of state annual reports
- Prepare or review federal and state income tax accounts reconciliations on a monthly basis
- Assist with the preparation of federal, state and city income tax returns
- Demonstrated ability to implement process change and work well under pressure
- A practical understanding of IFRS
- The ability to understand complex structures and transactions and their tax and accounting implications
- The ability to take ownership and responsibility for issues impacting your own tasks being flexible in terms of changing priorities
- Strong communication skills, able to interact effectively with all levels of staff
- Preparing funds’ monthly tax allocation schedules and annual tax estimates
Qualifications for accountant, tax
- Prior tax accounting experience
- Experience with Vertex Sales tax reporting a plus
- Assisting with preparation of K1s for Fund limited partners Management company entities
- Preparing quarterly Management company entities’ tax estimate calculations
- Provision of quarterly tax estimates for all members of the management company in line with their estimated payments
- Assisting with family office in preparation of members’ tax returns and coordinating with their accountants to ensure a timely and efficient filing of their personal tax returns
3
Accountant, Tax Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of accountant, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for accountant, tax
- Assist in the accurate and timely completion of tax-related projects, as needed
- Assisting the Tax Outsourcing team in sales and use tax compliance process
- Assisting in tax planning analysis and research supporting tax positions
- Participating, as needed, in collaborative ad hoc tax group projects that may arise from time to time
- Organizing and Managing Files/Folders
- Assisting with Audits both employee benefit and not-for-profits
- Apply final repair and maintenance regulations to expense on Tax basis
- Assist with examinations as requested
- Participate with tax related special projects when requested
- Coordinate and monitor tax compliance efforts of outside tax professionals
Qualifications for accountant, tax
- Previous experience with Fas 109 / ASC 740
- Solid Fas 109 / ASC 740 and Tax (Compliance and Corporate) background
- Minimum Bachelor's degree in Accounting or Finance, advanced degrees preferred
- CPA or CPA in process
- Minimum 1-5 years of professional Tax Accounting experience (industry or public)
- Federal Tax experience required
4
Accountant, Tax Job Description
Job Description Example
Our company is hiring for an accountant, 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 accountant, tax
- Working across the tax department assisting Tax Managers with all areas of tax including compliance, tax reporting, financial statement disclosures, state and federal audit support, international, and mergers and acquisitions
- Preparation of Firms Partnership Tax Returns (All Jurisdictions)
- Analysis of schedules M-3 and M-2
- Assist in preparation of Partners K-1's and all supporting spreadsheets
- Assist in preparation of Partners Supplemental Statements
- Assist in preparation of all reconciling schedules
- Assist in preparation of Partners Quarterly Tax Estimates
- Assist in preparation of Partners Tax Worksheets
- Assist in preparation of all Tax Reconciliations
- Assist in preparation of capital account reporting to partners
Qualifications for accountant, tax
- Experience with sales tax preparation software (preferably OneSource Sales and Use Tax Compliance), unclaimed property software (preferably UPCS) and Microsoft office software, database management software and PeopleSoft accounting software
- 3+ years of federal corporate tax experience in compliance and provision
- Bachelor’s Degree in Accounting is preferred, 2 to 5 years of tax accounting experience with QuickBooks
- A minimum of 2 years of experience in tax preparation
- A CPA and degree is preferred
- Understanding of current developments in tax trends
5
Accountant, Tax Job Description
Job Description Example
Our growing company is looking for an accountant, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for accountant, tax
- Prepare and reconcile state apportionment data
- Assistance with Federal and State income tax compliance
- Prepare compliance reporting for sales and use tax outsource firm
- Review and maintain sales tax exemption certificates
- Assist with 1099 filings
- Monitoring of tax department email box
- Ensuring timely and accurate filing and payment of all associated taxes and fees, and estimated taxes
- Preparing individual estimated income taxes on a quarterly basis
- Collect required tax information
- Update and reconcile tax work papers to the tax returns
Qualifications for accountant, tax
- A recently qualified accountant with a background in fund accounting would be an advantage
- Solid Tax background (Partnership)
- Bachelor’s degree in Accounting, Tax or related field
- CPA (or ability to obtain CPA) and/or licensed tax consultant
- Research tax issues using on-line tax services
- Prepare tax provision