Tax Accountant Job Description
Tax Accountant Duties & Responsibilities
To write an effective tax accountant job description, begin by listing detailed duties, responsibilities and expectations. We have included tax accountant job description templates that you can modify and use.
Sample responsibilities for this position include:
Tax Accountant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Accountant
List any licenses or certifications required by the position: CPA, CMA, ECM, SIMS, EA, MBA, CA
Education for Tax Accountant
Typically a job would require a certain level of education.
Employers hiring for the tax accountant 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 Tax Accountant
Desired skills for tax accountant include:
Desired experience for tax accountant includes:
Tax Accountant Examples
Tax Accountant Job Description
- Preparation of monthly, annual and long-term indirect-tax forecasting, compliance, and financial reporting for including executive tax dashboards
- Key role in the year end reporting and forecasting/budgeting process with parent company
- Review of GAAP fixed assets
- Resolve federal, state and local tax notices, assist with examinations as requested
- Perform monthly reconciliations of fund taxable income to book income and investor tax allocations to investor book income and book capital
- Prepare tax estimate reports
- Run fund level tax reports
- Run investor tax allocations for estimates
- Reconcile fund-level book to taxable income
- Prepare annual K-1 working papers
- Review data in MSFS Tax Portal
- Enter tax adjustments
- Run investor tax allocations
- Reconcile fund-level to investor-level reports
- Reconcile master-feeder allocations
- Reconcile tax allocation reports
Tax Accountant Job Description
- Maintain federal and state tax depreciation books within fixed asset software
- Data gathering, preparation, and filing of high net worth individual federal and state income tax returns
- Responsible for paying and filing all quarterly tax estimates and extensions
- Maintain accurate and complete electronic and paper tax files
- Prepare gift tax returns
- Analyze and research issues in connection with the preparation of tax returns
- Work with internal and external accounting and operational professionals to obtain and collate information required in connection with the preparation of tax returns
- Facilitate the outsourced-preparation of property tax returns
- Prepare annual reports and business license renewals
- Perform research to support tax compliance and planning
- Experience with Tax - Trust/Estate
- Good understanding of all tax heads including CT
- Experience preparing tax filings and/or reviewing tax assessments
- Large Corporate, Public Accounting or Retail experience a plus
- Bachelor’s Degree in Accounting, Finance or other relevant field
- Ten years of accounting experience
Tax Accountant Job Description
- Preparing miscellaneous tax returns
- Coordination of Hong Kong quarterly stamp tax return process
- Working with internal departments to ensure W-9/W-8 forms are updated and in compliance
- Assisting with tax audit and respond to various notices
- Coordinate compliance and correspondence with tax authorities
- Collect data and organize documents for various tax examinations
- Query internal databases to gather information necessary for various tax compliance issues
- Maintain tax log/calendar for all entities
- Prepare periodic and year-end estimated tax schedules
- Prepare various tax elections
- Lead other projects as assigned by the Director
- Coordinate with foreign offices on various tax issues
- Work with experienced tax and accounting professionals on various projects as they arise
- Preparation of information filings for foreign entities
- Identifying opportunities and making recommendations to reduce taxes and minimize audit exposure
- Utilizing software and systems to improve quality of work, improve processes and increase efficiency
Tax Accountant Job Description
- Prepare commercial rent tax filings and unincorporated business tax filings
- Prepare tax-related work papers and/or analyses for various tax filings
- Assist in monthly, quarterly and annual sales tax filings
- Participate in tax-related special projects when requested
- Prepare commercial rent and unincorporated business tax filings
- Managing the Group's CFC reporting requirements
- Reviewing overseas tax returns and statutory accounts tax disclosure
- Key point of contact for queries relating to compliance matters
- Prepare fixed asset work papers (such as setting up assets into sub-ledger, recording depreciation expense to GL, annual surveys, managerial report for annual budget process)
- Prepare commercial rent tax filings, unincorporated business tax filings
- State or International Tax experience is a plus
- A minimum of one year of experience in tax
- A commercially focused problem solver with a strong technical background
- Experience with OneSource software is preferred
- Should be familiar with computers, spreadsheets and tax applications
- Pro System Fx software experience
Tax Accountant Job Description
- Assist with preparation of the annual federal tax provision
- Provide support for federal and state tax audits and related amended tax returns
- Mizuho Foundation monthly accounting close - reconcile checking account, prepare investment and accounting analysis in Excel, data entry using QuickBooks
- Documentation of all tax issues/guidelines
- Maintenance of Tax Checklists/Tax Calendars
- Communicate with accountants regularly for accuracy of monthly reporting when necessary in analyzing tax issues
- Prepare domestic income and franchise tax return estimated tax payment computations and oversee filings and payment processing
- Management of invoicing from tax department vendors
- Prepare monthly reconciliations of tax related general ledger accounts
- Process annual personal property tax bills for payment
- Methodical thinking
- Strong multi-state tax background
- Tax experience with complex individual, partnership, and corporate returns
- Excellent communication/client-serving capabilities
- 2-4 years of related public or private tax experience
- A minimum of five years of experience in tax