Consultant, Tax Job Description
Consultant, Tax Duties & Responsibilities
To write an effective consultant, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included consultant, tax job description templates that you can modify and use.
Sample responsibilities for this position include:
Consultant, Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Consultant, Tax
List any licenses or certifications required by the position: CPA, SARS, VAT, SAP, SHRM, ACCA, FICO, CPP, RE, LLM
Education for Consultant, Tax
Typically a job would require a certain level of education.
Employers hiring for the consultant, 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, Taxation, Economics, Education, Law, Management, Graduate, Business/Administration
Skills for Consultant, Tax
Desired skills for consultant, tax include:
Desired experience for consultant, tax includes:
Consultant, Tax Examples
Consultant, Tax Job Description
- Assist senior consultants and managers in business development efforts – drafting proposals, client meetings, organize marketing events
- Managers and Senior Managers will also have a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them
- Demonstrates ability to understand the Internal Revenue Code and Regulations for various tax issues
- Review of NZ compliance obligations, Income Tax, FBT and GST
- Tax compliance - support of ongoing compliance activities as required
- Review of Corporate and Partnership tax returns
- Responsible for highlighting tax issues or unusual relationships from basic analysis of the financial statements
- Clearly and accurately document the tax compliance forms as defined in planning
- Assign and review work papers to staff and assist in writing correspondence to tax authorities
- Research tax and client requested inquiries
- Bachelor's degree in law or business related field
- Strong Word and Power Point skills
- Excellent analytical, interpersonal, oral and written English communication skills
- Experience in working with various government authorities, especially with the licensing authorities
- Good knowledge of Law on Enterprise, Investment and Labor Code
- Knowledge and experience in Taxation/Tax Advisory is an advantage
Consultant, Tax Job Description
- Forecast taxes for tax provision for financial planning and analysis purposes
- Identifies opportunities and makes recommendations to reduce taxes and minimize audit exposure
- Updating existing ONESOURCE Corporate Tax templates in accordance with written requirements / specifications
- Assisting in building new country templates, working in partnership with experienced content designer’s, platform developers and local partners where required
- Reviewing and testing tax templates, to ensure they meet written requirements / specifications and are built in accordance with best practice
- Managing the day to day development process, including
- Supporting the team, undertaking research such as reviewing tax authority documents, tax legislation and other information sources
- Your main interaction will be with the Tax Business Analysts and other content specialists, who will manage the high level development plans and specifications
- ACCA certificate or other Accountancy qualification would be an advantage
- Recommends and implements changes necessary to comply with statutory and tax requirements
- Interpretation of the VAT Act, planning and restructuring
- Timeous consultation and liaison with SARS & clients
- Client liaison on matters of a compliance type nature, checking schedules and issuing VAT Returns
- Conducting VAT reviews and client visitations, providing opinions on VAT scenarios for clients
- Advising on VAT savings for clients and identifying exposure in respect of VAT
- Drafting ruling applications and drafting reports in respect of reviews
Consultant, Tax Job Description
- Assist in delivering and monitoring multiple client engagements
- Deliver technical trainings for both clients and internally
- Training and mentoring more junior staff
- Taking charge and bearing responsibility for the assigned tasks
- Researching issues and recommending opinions and positions to management
- Researching and studying the documentation underlying the relevant issues
- Applying technical knowledge and research in formulating client tax recommendations
- Suggesting solutions for specific client issues and requirements
- Assisting in managing and developing the skills of junior staff members
- Access to cutting-edge worldwide business knowledge
- CPA certification or candidate preferred
- Strong skills in Corporate compliance, Multi-State Taxation (apportionment, nexus, and/or controversy resolution) and ASC 740 (FAS109) preferred
- Corptax, OneSource, and/or TaxStream experience preferred
- Strong skills in tax research and writing preferred
- Excellent interpersonal and communication skills, writing and documentation skills
- Bachelor or Master degree in Accounting, Finance or other business related field, Legal as well
Consultant, Tax Job Description
- Provide assistance to Activation Management in support of escalated customer issues including research, resolution, and communication to the consultant
- Ongoing development, mentoring, and support of team members (internal and external)
- Suggest process and product improvement
- Identify and quantify process and efficiency opportunities including tools and technology
- Analyze client tax accounts during the implementation process
- Consult with clients and provide direction on critical data and document gaps, effective filing status, business changes, and outstanding tax discrepancies to ensure compliance with employer tax filing requirements
- Serve as the authorized employment tax representative between clients and taxing authorities
- Research and resolve employment tax filing discrepancies and respond to agency inquiries
- Provide clients or designated agents with tax account support to resolve prior to services account discrepancies
- Lead account management efforts to ensure accurate and timely employment tax filings and payments
- Marketing VAT services to existing and new clients
- Presenting and conducting VAT training workshops for clients
- College experience or degree preferred
- Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts illustrations and power point presentations to support a sales concept package
- Familiarity with ERP, tax compliance and tax provision software
- Understanding of tax methodologies
Consultant, Tax Job Description
- Manage tax projects as assigned
- Complete and assist with tax rate protests, abatements, account reconciliations and audits
- Use industry knowledge to identify required actions to resolve account discrepancies
- Partner with internal processing groups to ensure system transaction meet agency mandates
- Ensure client business changes are accurately applied to tax accounts in compliance with agency regulations
- Keep up with changing employment tax laws and explain implications to clients
- Identify and act on opportunities to reduce employment tax liabilities
- Actively participate in tax projects and special tasks as assigned
- Communicate account IDs, rates, status and regulatory changes to internal and external clients as required
- Provide third party administrators with tax account data and responses as outlined in service level agreements to ensure accurate and timely filings and support
- Previous experience as a Tax Manager preferred
- About 4-5 years of working experience in tax area, experience in VAT taxation from both compliance and consulting perspective, preferably in consulting companies or legal office
- Any formal technical training or on-the-job training will be provided in order to perform their role more effectively
- Conducting reviews, interpretation of the VAT act, planning and restructuring
- Timeous consultation and liaison with SARS
- VAT reviews and client visitations, providing opinions on VAT scenarios for clients