Tax Administrator Job Description
Tax administrator
provides support to the Senior Tax Manager and Federal Tax Manager in tax planning, ongoing tax issues, and impact of statutory and regulatory changes to International, federal, state and local tax laws on the company.
Tax Administrator Duties & Responsibilities
To write an effective tax administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included tax administrator job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare and file federal and state weekly tax payments to third-party tax filing service, and reconcile quarterly tax filings and year-end W-2 Forms, W-2C preparation and filing with ADP
Ensure that Federal and provincial account penalty charges and remittances of those penalties are made on a timely basis
Collate tax returns
Oversee receipt, review and processing of tax documents
Complete electronic document scanning and archiving
Oversee e-filing
Participate in tax season events planning and setups
Coordinate and schedule meetings and events for tax department
Scan and compile tax packets
Type financial statements
Tax Administrator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Administrator
List any licenses or certifications required by the position: CPP, MST, CPA
Education for Tax Administrator
Typically a job would require a certain level of education.
Employers hiring for the tax administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Finance, Education, Business, Business/Administration, Law, Associates, Economics, Management, Communication
Skills for Tax Administrator
Desired skills for tax administrator include:
CPP
EI and Family Law
Tax laws and procedures applicable to investment companies
IRS tax law requirements
Accounting and tax conventions
Client expectations and evolving trends
Industry best practices
Quantitative analysis
Regulatory environment
Federal
Desired experience for tax administrator includes:
Minimum of three years of tax administration or related industry experience
Excellent time management skills and organization skills
Students in accounting, taxation, commerce/business administration or any of the professional accounting programs (CA/CMA/CGA/CPA) are preferred
Proficient with CCH TaxPrep software, CRA's EFILE Online and Represent a Client system
Communication skills, both verbal and written, interpersonal skills must be very strong
Previous experience as an Oracle 12c RAC on AIX environment system
Tax Administrator Examples
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Tax Administrator Job Description
Job Description Example
Our innovative and growing company is hiring for a tax administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax administrator
- Processing, tracking and paying invoices related to tax and consulting projects
- Administering mass mailings and letters
- Maintaining calendars, scheduling meetings, and conference calls
- Perform payroll tax system administration including data maintenance, adjustments and corrections to ensure data integrity related to tax calculations, tax jurisdiction setup, company setup and tax tables
- Research, resolve and respond to employee inquiries regarding current and prior year, quarter and year-end W-2 tax issues
- Keep current on tax laws and regulation changes, and provide support to the payroll staff on tax laws and issues as needed
- Provides day-to-day supervision to direct line manager in ensuring daily deliverables are successfully completed
- Highly in adherence to SLA and operational procedures without exception
- Provide coaching and support on operational activities to staffs to ensure all aspects of team’s activity are satisfactorily covered
- Assist with testing various tax documents, ensuring accuracy in reporting to clients and the CRA/Revenue Quebec
Qualifications for tax administrator
- Along with day to day maintenance and prevention (ensure availability)
- Tuning all Oracle instance components including memory and CPU allocation
- Implementing oracle encryption (TDE)
- Composing system/database
- Utilizing OEM Cloud Control 12c (In depth knowledge)
- Establishing system monitoring guidelines and procedure
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Tax Administrator Job Description
Job Description Example
Our company is hiring for a tax administrator. 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 tax administrator
- Review and identify tax related issues and resolve in a timely manner
- Assist in undertaking regular reviews to ensure that the pool location of clients' assets and tax applications equate to their circumstances and any change to circumstances
- Assist in ensuring that the Bank is at all times positioned to conform to tax legislation, taking appropriate action as directed to identify and eliminate any risk which may potentially result in the failure of an audit or lower client service standards
- Assist in reconciliation of Agents’ reportable income reports and the resolution of all differences on a timely basis
- Documentation Control including checking validy, change of client crcumstances, renewals, account closures, monitoring and review of Canadian and US documentation and segregation
- Assisting with producing annual tax reporting to authorities, conducting reconciliations to ensure accurate 1042 and/or 1099 reporting, data extraction and preparation of annual client reporting
- Scanning and tracking tax notices received, and coordinating with tax team members to resolve notices
- Maintaining the electronic filing system
- Your responsibilities will include working with the estate settlement teams and financial institutions to investigate, identify and collect all tax information required to prepare personal and trust tax returns
- Preparing personal or estate tax returns
Qualifications for tax administrator
- Mentoring TSM and TWS is helpful but not required
- This is not an application DBA position but may have some ETL
- ETL experience is not required
- On-boarding documentation to ensure valid documentation is received in line
- Assist with reporting to IRS and/or relevant tax authorities on an annual
- Calculation of global
3
Tax Administrator Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax administrator
- Reconciling documents to web based integration system
- Detailing issues identified
- Ensuring corrective action is taken where necessary
- HMRCinteraction concerning new clients, tax payments, basic correspondence
- Lostclient disengagement
- Engagementrefresh tasks
- Salesand relationship management and reporting
- Taxreturn preparation support including workflow and iXBRL
- Co-ordinateand manage offshore/nearshore resource centres
- Managingrelationships with overseas on global outsourcing engagements
Qualifications for tax administrator
- Knowledge ofMicrosoft Excel would be beneficial
- Ability to takedirection, and work autonomously when required is essential
- In depth knowledge and experience (2+ years)
- Assisting with other ad-hoc administrative and project requirements as needed
- Highlyproactive, self-motivated and efficient
- Capableof managing a number of conflicting priorities
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Tax Administrator Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of tax administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax administrator
- Produce and review required exception reports capturing various tax data, and ensure that all issues identified are investigated and resolved in a timely manner
- Assist with undertaking regular reviews to ensure that the pool location of clients' assets and tax applications equate to their circumstances
- Conduct the appropriate action upon notification of clients' change of tax circumstances, including documentation and systems’ data
- Ensure all new accounts are properly documented and that valid documentation and checklists are completed to comply with the required standards and that the renewal of documentation expiring at year end or due to change of circumstances is undertaken
- Monitor that US clients acquiring US assets are documented and stocks repositioned in upstream pooled and/or segregated accounts as necessary
- Monitor and review Canadian Residency Certificates to ensure completion as required
- Issue tax documentation to upstream agents, hedge funds and other relevant third parties
- Producing annual QI Forms for submission to the Internal Revenue Service (IRS) within strict timelines and submit annual regulatory Automatic Exchange of Information (AEOI) data files directly and/or indirectly to government authorities
- Coordinates with case officers for monthly compliance filings
- Assists in obtain tax clearance certificate in timely manner
Qualifications for tax administrator
- Keeps updated with changes in tax laws and tax administration practices of specified country
- Updates tax exemption certificates for all programs in specified country
- Assists in tax audits and monitors audit progress
- Files quarterly business tax receipts returns
- Maintains knowledge of bilateral agreements in specified country
- Assists with general departmental administrative matters
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Tax Administrator Job Description
Job Description Example
Our growing company is hiring for a tax administrator. 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 tax administrator
- Diary management – proactively managing conflicts, priorities, task reminders
- Management of the team’s professional fee spend including creation of purchase orders via My Purchasing system, logging invoices and liaising with Accounts Payable
- Assisting with the set-up and downloading of data room documents for potential acquisitions
- Publishing tax content on group intranet site
- Requesting tax clearance certificates from HMRC and liaising with the business
- Online submission of completed Corporation Tax returns
- Preparation of supporting schedules for Corporate Tax returns
- Assist with the day to day administrative tasks of investigation/amendment and clearance of reconciling items in ensuring accurate corporate events processing
- Able to demonstrate capability to perform validation on common task
- Actively engaged in cross-training for flexibility within the team
Qualifications for tax administrator
- 3 plus years of experience Tuning all Oracle instance components including memory and CPU allocation
- 3 plus years of experience Composing system/database Unix shell scripts
- 3 plus years of experience Utilizing OEM Cloud Control 12c (In depth knowledge) and Establishing system monitoring guidelines and procedure
- 3 plus years of experience writing DBA procedures and standards
- TSM and TWS experience
- Flexibility to work various shifts of home location (subjected to daylight savings)