Tax Director Job Description
Tax director
provides maintenance and updates to ERP system and tax technology software as needed, including Vertex and SureTax:.
Tax Director Duties & Responsibilities
To write an effective tax director job description, begin by listing detailed duties, responsibilities and expectations. We have included tax director job description templates that you can modify and use.
Sample responsibilities for this position include:
Develop the client base from both a national and international perspective
Review Forms 1065, 1120, 1120S and relevant state filings for a fast growing for-profit client base
Responsible for tax analysis and research related to global tax planning initiatives, cross-border transactions, transfer pricing, and audit activities
Responsible for managing outside advisors in connection with key strategic projects and tax planning initiatives
Responsibility for training and monitoring trainees, seniors and managers together with reviewing their work
Ensure all investor reporting deadlines are adhered to and all tax returns are timely filed
Build key relationships with colleagues in financial accounting, tax and accounting transaction advisory, equity capital markets, and portfolio management teams to understand the global transactions executed and any other significant operating activity within the portfolio
Assist in the determination of proper tax accounting treatment of the various real estate acquisitions, dispositions, recapitalizations, lease transactions executed within the portfolio
Review foreign and state withholding requirements oversee the preparation of Forms 1099’s
Assist with establishing appropriate responses to issues raised and specific requests from third party investors
Tax Director Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Director
List any licenses or certifications required by the position: CPA, CTA, EA, JD, LLM, CMA, MBA, MST
Education for Tax Director
Typically a job would require a certain level of education.
Employers hiring for the tax director 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, Business, Education, Law, MBA, Public Accounting, Economics, Graduate
Skills for Tax Director
Desired skills for tax director include:
Complex tax issues
Tax software and technology
Federal and state tax laws and regulation
Vertex
CORPTAX
Client
Competition
Market and product
ONESOURCE software
Service to expand services to current clients
Desired experience for tax director includes:
Ensures that investor information is updated, maintained and organized properly
Experience with Individual, Partnership, Trust/Estate, Corporate Tax and Nonprofit
Knowledge of financial product taxation issues (e.g., taxation of futures, forwards, swaps, aggregate tax allocations)
Analyze tax exposures, including the determination of appropriate tax reserves pursuant to Company policy, SFAS 109, FIN 48 and FAS 5
Coordinate with Accounting and Business Planning to obtain and analyze legal entity pre-tax and forecasted P&L’s and evaluate the income tax accounting impact
Research and implement new accounting pronouncements with tax accounting implications
Tax Director Examples
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Tax Director Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax director
- Prepare tax footnotes and other income tax disclosures for SEC filings
- Maintain quarterly SOX 404 internal control procedures for tax accounting and ensure all processes are properly documented and tested
- Review year-end non-U.S. tax provision calculations and manage non-U.S. tax departments to resolve income tax accounting issues
- Ensure legal entity tax basis balance sheets properly reflect all tax accounts
- Delivery of high quality, value-added multiple concurrent audits on time and to specification
- Ensuring timely delivery of high-quality comprehensive regulatory and internal audit issue validation, and where determined appropriate issue validation on other remediation actions, including issues arising from the external auditors, consultants and other parties
- Contributing towards the delivery of high impact reports of IA's contributions to executive management, regulators, and the company's boards' sub-committees, developing trend analyses and thematic reporting
- Managing multiple teams of professionals
- Recruiting staff, developing talent, building effective teams, and managing a budget
- Identifying internal talent and fills key positions, attracting talent with required expertise to meet the risk profile of the business, building deep bench strength, and developing appropriate succession plan
Qualifications for tax director
- Delivering cost effective and efficient management of audit teams and audit engagements
- Ensuring IA meets/exceeds the requirements and expectations of the company's regulators
- Working closely and collegially within IA and with line management and control functions to ensure efficient and effective provision of independent audit assurance
- Collaborating across businesses and functions to improve the identification, quantification, measurement, management, reporting and controls in governance, risk management and internal control environments
- Tax leader for the firms Cork office
- Researching, analyzing and writing technical position papers, audit protest letters, and IDR responses, including expressing an opinion
2
Tax Director Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax director
- Ensuring the tax organization is fully staffed, functioning and proactively discharging its responsibilities
- Research and provide guidance on myriad tax issues, predominantly as they relate to not-for-profit clients
- Participate and present at Firm Sponsored CPE events, external industry events
- Work with and support the audit teams on any tax issues that may arise
- Supervise preparation and review quarterly tax provision including deferred tax calculations and tax-related financial reporting
- Assist with ad hoc tax inquiries relating to various transactional taxes
- Preparation of company tax provisions and related financial statement disclosure
- Transferring Pricing Documentation
- Tax Planning and cash management
- Prepare documentation for and support for uncertain tax positions (FIN48)
Qualifications for tax director
- 10+ years of corporate tax experience for domestic and international operations
- Preference will be given to individuals with a CPA license or CPA candidate and advanced degree
- Excel, Lotus, Word, FastTax, CCH Research Software
- This position requires a high level of analysis on a daily basis
- Bachelor’s and/or Master’s in Tax
- Expertise in PRC corporate taxation
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Tax Director Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax director. 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 tax director
- Manage or participate in tax audits, protests and appeals
- Interpret and analyze legislative changes
- Prepare tax disclosures and footnotes for SEC reporting
- Assist the Production Finance Team with evaluating and obtaining production tax incentives (both domestic and international)
- Manage the day-to-day tax operations of our growing cross-border studio productions business
- Act as a liaison with our Government Relations Team on working with various Governmental agencies around production tax incentive related issues
- Monitor and analyze existing and proposed tax legislation and assist in defining and implementing appropriate international tax planning strategies
- Management and development of tax staff
- Improve operational effectiveness of the tax department
- Tax planning for business operations
Qualifications for tax director
- At least 6 years working experience in managerial position and good leadership skills is must
- CPA and CTA (Tax agent certificate) are preferred
- Ability to advocate and implement professional development for self, direct reports and others, including capability to work with peers and other resources to provide development and mentoring opportunities
- Ability to communicate and interact effectively with individuals at all levels internally outside of the firm
- Excellent written and verbal communication skills strong analytical and problem solving skills and attention to detail
- 10 years relevant experience with at least 5 years with a Big 4 accounting firm
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Tax Director Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax director. 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 tax director
- Ensures effective development of staff through training, academic programs, job rotations and transfers, and other methods to increase business and editorial skills
- Forecasting, Planning & M&A (15%) – Manage cash taxes by jurisdiction, assist with design and implementing tax saving strategies, assist with mergers & acquisitions tax due diligence
- Provide tax technical support (10%) – Work with other departments in providing tax related research on sales & use tax, property, payroll, informational and other tax related questions that occasionally require tax department guidance
- Manage tax personnel
- Develop the groups tax strategy for the EMEA region
- Provide tax training and technical development opportunities for finance group across the region
- Liaise with external advisors and maintain relationships
- Keeping abreast of pertinent domestic and international tax pronouncements and developments
- Understanding and own Tax provisions in all Products
- Owning the final release of the last dollar distributed to an investor
Qualifications for tax director
- Minimum of 5 years at a management level
- Must be a "hands on" leader
- 10+ years of Big 4 or regional CPA firm experience, or equivalent experience
- Maintain and communicate knowledge of past, present and potential future tax laws, regulations, rulings, procedures and court decisions
- Specialized knowledge in state and local taxes preferred
- Overseeing the management company tax payments and tax planning
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Tax Director Job Description
Job Description Example
Our company is looking for a tax director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax director
- Research, evaluate, communicate and advise on the implications of emerging tax issues and new business ventures
- Develop and support a team of tax professionals with clear objectives and consistent feedback
- Maintain and evolve financial controls consistent with SOX/404 requirements
- Maintain strong relationship with business units
- Preparation of deliverables for our external tax accountants to prepare and timely file all necessary periodic income tax filings
- Prepare and disseminate quarterly member tax projections and distributions
- Prepare other tax filings including property, sales and use tax, and unclaimed properties
- Research global strategic tax planning initiatives and be the point person for implementation
- Identify areas of efficiencies within tax
- Participate in the development and execution of strategy necessary to efficiently and timely achieve the department’s filing and reporting obligations
Qualifications for tax director
- Proficient in Microsoft Excel and data management is required
- Strong international tax background, especially in Canada
- Experience managing tax audits
- Proven record leading and developing staff
- Must have excellent interpersonal, verbal and written communication skills and ability to translate complex tax matters to management/cross-functional partners
- 5 to 12 years of tax compliance experience in the alternative asset management industry with a specific focus on hedge funds (preferably at a big 4 accounting firm, an investment manager or both)