Staff Tax Job Description
Staff tax
provides input to tax implications or any special state laws regulations in proposal estimates to minimize tax exposure.
Staff Tax Duties & Responsibilities
To write an effective staff tax job description, begin by listing detailed duties, responsibilities and expectations. We have included staff tax job description templates that you can modify and use.
Sample responsibilities for this position include:
Perform audit or review procedures as assigned by supervisors
Prepare entity and individual income tax returns
Prepare payroll tax, sales, property and other local returns with varying degrees of complexity
Perform other accounting, audit and tax duties as needed in engagements and as assigned by supervisory personnel
Prepare and index work papers
Suggest client tax planning ideas to supervisors, managers, or partners
Interact with client personnel regarding tax return information, deadlines, and keep team informed on status
Proactively participate in professional development opportunities, Mentoring Program, Coaching, CPE's
Communicate with engagement leaders regarding open items or other important matters in a timely manner
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Staff Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Staff Tax
List any licenses or certifications required by the position: CPA, US, EA
Education for Staff Tax
Typically a job would require a certain level of education.
Employers hiring for the staff 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, Taxation, Economics, Education, Public Accounting, Business, Math, Graduate, MBA
Skills for Staff Tax
Desired skills for staff tax include:
GAAP
GAAS
Professional standards and regulations
ASC 740
Federal and state tax laws and regulations
Financial and accounting principles and theory
State income tax laws and regulations
Statistical analysis and fundamental audit processes
Excel
Excel and Outlook
Desired experience for staff tax includes:
A minimum of one year of experience in a public accounting firm preferred
Two (2) to Five (5) years of experience in either public accounting and/or corporate tax
Bachelor’s degree in accounting, finance, economics, or business administration with 1 to 2 years of relevant tax experience in a Big Four or mid-tier accounting firm environment
Develop a deep and thorough understanding of policy in a given beat or beats the key players on all sides, the politics and the stakeholders’ interests
Come up with incisive story ideas review copy before turning it in to be sure it is free of errors, style mistakes, typos or inaccuracies
Bachelor’s degree required, Accounting or related field preferred
Staff Tax Examples
1
Staff Tax Job Description
Job Description Example
Our company is growing rapidly and is looking for a staff tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for staff tax
- Prepare tax returns including supporting work papers for various entities such as individuals, corporations, partnerships, estates, trusts, non-profits
- Gain basic to intermediate knowledge on applicable tax software (e.g., ProSystem Engagement, Tax, XCM)
- Gathers management and accounting information
- Conducts research as necessary to determine compliance with the tax laws
- Reviews corporate and partnership legal documents and correspondence as needed to ensure correct preparation of tax returns
- Assists with preparation of quarterly FAS 109 calculation for the Company’s public filings
- Great benefits with ample PTO, 401k match
- Company sponsored product and service discounts
- Location accessible by Blue Line
- Great upward mobility and encouraging leadership
Qualifications for staff tax
- 5-7 years indirect tax experience
- OneSource/GoSystem tax software experience preferred
- Experience as an intern in a public accounting environment and/or six months to 2 years public accounting experience preferred
- Should be preparing for or already passed the CPA examination
- Exposure to, or basic understanding of, income tax a plus
- Must meet minimum requirements to sit for the CPA exam or already passed the CPA examination
2
Staff Tax Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of staff 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 staff tax
- Maintain Area office and its Tax ID number
- Prepare returns for monthly, quarterly and annual tax filings
- Prepare US International tax compliance requirements, including Forms 5471, 8865, and 8858
- Assist with calculations for subpart F and section 956 loan calculations
- Assist with various other aspects of tax, including IRS audits, tax research, tax provision and foreign local tax filing requirements
- Completing and filing business license applications and renewals
- Assisting with the compilation of data for Personal Property Tax reporting
- Managing the employee W2 hotline January-March, annually (log call details)
- Assisting with the compilation of data for Sales-Use tax audits
- Miscellaneous support duties within the department, as needed
Qualifications for staff tax
- Atleast 1-2 years public accounting firm experience
- CPA or 150 credit to sit for the exam
- Must be able to handle multiple priorities, tasks and projects simultaneously
- Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products
- Overall knowledge of accounting principles, practices, and procedures
- Knowledge of Accounting Software Systems strongly preferred
3
Staff Tax Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of staff 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 staff tax
- Doing accrual basis bookkeeping engagements
- Supervising and reviewing detail accounting functions such as trial balances, bank reconciliations, journal entries and fixed asset schedules
- Preparing and reviewing a broad range of individual, corporate, S-Corporation and other entity tax returns
- Preparing individual and business tax returns
- Preparing and reviewing accounting and compilation work papers
- Prepare tax returns for individuals and flow though entities for a variety of small to medium sized client
- Provide tax compliance services to attorneys representing individuals, partnerships, and S-corporations, for a variety of small to middle market clients, directly reporting to a senior manager and partner
- Participate in tax research projects for clients, and research a wide range of tax issues related to business and individual transactions for entities and their affiliates
- Respond to IRS and other tax authority inquiries when requested, make recommendations to the tax team for consideration
- Learn and understand international tax rules and concepts applied to individuals, partnerships, and corporations
Qualifications for staff tax
- Experience in public accounting with a strong tax background, expertise in real estate services industry
- 1-3 years of experience with individual tax preparation with exposure to international areas including prepared returns with some international issues (1116’s, 5471’s, 8865)
- Proficient knowledge in MS Office applications and accounting software systems required
- Strong computer skills with large databases
- Possess the ability to self-direct
- Strong knowledge and proficiency in accounting principles, including preparing journal entries, account reconciliations and accruals
4
Staff Tax Job Description
Job Description Example
Our company is growing rapidly and is looking for a staff tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for staff tax
- Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services
- Aiding in the preparation of various time-sensitive client requests and planning opportunities
- Facilitating communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery
- Contributing to a flexible, stable, and team-oriented working culture that fosters professional development
- Prepare fixed asset work papers and update tax depreciation software
- Interface effectively with other members of the accounting department to ensure necessary tax information is efficiently generated
- Support the Company’s tax accounting, research and planning and controversy group
- Assist on various tax projects as needed
- Responding to tax examination inquiries and document requests, research tax examination issues, and interface with auditors
- Responsible for preparing and coordinating property tax filings
Qualifications for staff tax
- Bachelor’s degree in Accounting (or in Business with an emphasis in Accounting) from an accredited college or university (3.5 GPA or above is preferred)
- One year of post-graduate tax or accounting experience is preferred
- Bachelor Degree in Tax or Accounting
- Upon hire, must meet educational requirements to obtain CPA license
- Should be process oriented
- Proficient/familiar in financial reporting software such as Hyperion and SAP, with tax technology software One Source Provision (aka TaxStream)
5
Staff Tax Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of staff tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for staff tax
- Analyzing sales tax reports
- Assist with sales tax account reconciliation
- Research and summarize legal sales tax regulations
- Research Sales Tax Exemption Certificates
- Assist with levy notices and commission withholdings
- Assist with employment verification requests
- Prepare and maintain all sales and use tax licenses
- Assist with assembling sales tax audit documentation and research
- Assist in 1099/T4A audits
- Performs a variety of other related tasks, as required
Qualifications for staff tax
- Understand role an adapt quickly
- CCH3 software experience/knowledge a plus
- Comfortable collaborating with internal (2 other offices) and external clients
- Ability to be comfortable and confident with client facing to represent the company
- Active Certified Public Accounting License (eligibility to sit for exam-minimum)
- Detail-oriented nature required