Tax Experienced Staff Job Description
Tax experienced staff
provides tax guidance and understanding in the areas of high net-worth individuals, partnership and multi-state taxation.
Tax Experienced Staff Duties & Responsibilities
To write an effective tax experienced staff job description, begin by listing detailed duties, responsibilities and expectations. We have included tax experienced staff job description templates that you can modify and use.
Sample responsibilities for this position include:
Identify task issues task progress in a timely and organized manner
Prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits
Research and analysis of international tax provisions effecting corporations, partnerships, and individuals
Calculations of foreign tax credits, subpart F income, foreign source income, and other international tax computations
Supervise and lead the staff through counsel, guidance and coaching
Assistance with the preparation of transfer pricing analyses detailing intercompany transactions such as services, tangible property, intangible property, and loans
Preparation of basic international returns for clients in various industries
Assist with state and local tax consulting projects related to tax planning, due diligence, nexus and taxability studies, apportionment and revenue sourcing, voluntary disclosures, audit defense, credits and incentives, and various other multistate projects
Perform research and technical analysis of multistate income / franchise, sales, use, gross receipts and other state or local tax issues
Gain experience and training in various areas, including compilations, tax return preparation (such as partnerships, S-corps, corporations) and tax research
Tax Experienced Staff Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Experienced Staff
List any licenses or certifications required by the position: CPA, US, EA
Education for Tax Experienced Staff
Typically a job would require a certain level of education.
Employers hiring for the tax experienced staff 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, Economics, Law, Taxation, Graduate, Business, Statistics, Engineering, Construction Management
Skills for Tax Experienced Staff
Desired skills for tax experienced staff include:
Financial statements
Clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
Federal
Local regulations relevant to specific functional discipline
Current federal
Basic partnership regulations and Individual Taxation of high net worth individuals
Desired experience for tax experienced staff includes:
Ability to travel to client locations, which may include occasional overnight stays (travel expectations vary by department and office location
Bachelor’s degree required, with a concentration in Accounting or related field preferred
An undergraduate degree in accounting or an undergraduate degree with sufficient course work to sit for the CPA exam by December 2018
Minimum of two years of progressive tax compliance and/or consulting experience, experience in public accounting preferred
Advanced degree such as Masters of Tax or JD and/or LLM is a plus
Minimum of 1 year of related tax experience required
Tax Experienced Staff Examples
1
Tax Experienced Staff Job Description
Job Description Example
Our growing company is hiring for a tax experienced staff. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax experienced staff
- Preparation of personal tax returns for business owners
- Perform tax planning and projections for business and their owners
- Multi-state income tax compliance and planning including composite state income tax returns
- Perform other tax special project work and consulting
- Accurately and efficiently prepare and review partnership and corporate tax returns of moderate complexity
- Prepare work papers and other documentation to support tax return calculations
- Conduct research and stay abreast of regulatory changes
- Provide assistance to peers and others, including overseeing, reviewing work of interns and junior-level staff
- Interact with client personnel and effectively communicate with appropriate levels of the client's management team
- Identify opportunities to expand client service offerings and bring them to the attention of upper management
Qualifications for tax experienced staff
- Preparing a broad range of individual, corporate and other entity tax returns
- Conducting research to develop solutions for our clients’ unique (basic to intermediate) tax issues
- Making a difference in the communities where you live and work
- Preparing financial statement reviews
- CPA certification or eligibility required
- 3 - 5 years of experience in a public accounting firm preparing and/or reviewing pass-through entity tax returns
2
Tax Experienced Staff Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of tax experienced staff. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax experienced staff
- Prepare work papers and other documentation, schedules
- Develop tax plans and projections
- Conduct research and stay abreast of the latest regulatory changes
- Provide assistance to peers and others, including overseeing and reviewing work of interns and junior-level staff
- Prepares business and personal tax returns
- Participates in tax planning projects
- Utilizes and develops a basic understanding of various tax programs and tax software
- Works with confidential client matters
- Works as part of a multi-disciplinary team helping to provide industry knowledge and experience
- Performs other tax special project work
Qualifications for tax experienced staff
- Ability to effectively utilize and adapt to new technology
- 3 - 5 years of relevant experience in 1040’s, 1041’s in a public accounting firm
- Ability to problem solve and think both creatively and logically, including the ability to spot potential planning ideas
- Proficiency using CCH Axcess or ProSystem fx, BNA Income Tax Planner or similar software desired
- Completion of Bachelor’s or Master’s degree in accounting
- 6 months to 3 years of relevant tax experience in public accounting or industry
3
Tax Experienced Staff Job Description
Job Description Example
Our company is looking for a tax experienced staff. 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 experienced staff
- Preparation of foreign filings including Forms 5471, 8621, and 8865
- Preparation of partnership withholding forms including Forms 1042 and Form 8804
- Preparation of partnership capital accounts and allocations
- Analysis of securities transactions including wash sales, constructive sales, straddles, and qualified dividends
- Prepare complex tax returns for individual and fiduciary clients
- Participate in tax planning projects
- Utilize and develop a basic understanding of various tax programs and tax software
Qualifications for tax experienced staff
- Prepare returns for sales and use tax and other state and local taxes
- Maintain a good working relationship with clients and staff at all levels to gather information and provide tax services
- A minimum of one year current or recent sales/use tax experience
- Proven ability to meet multiple challenging client requirements and provide services with effective time management
- Experience with Avalara and Vertex preferred but not required
- Venture Fund industry experience preferred