Tax Management Job Description
Tax management
provides tax input into M&A projects, including tax due diligence, review of tax sections in acquisition agreements, and post-acquisition integration/compliance.
Tax Management Duties & Responsibilities
To write an effective tax management job description, begin by listing detailed duties, responsibilities and expectations. We have included tax management job description templates that you can modify and use.
Sample responsibilities for this position include:
Client withholding reconciliation and review
Year-end forms production and quality assurance for complex products (derivatives, swaps and commodities)
Meet with prospective clients along with the group’s lead Partner to assist in determining the appropriate fee structure, establish a plan of action to meet client’s accounting and financial needs and then work with the client to implement
Manage client administrative services such as
Consult, work with, and service clients to analyze financial operations/procedures and make suggestions for improvement
Work with the group’s lead Partner to ensure deadlines are met and any issues or discrepancies are reported in a timely manner
Servicing high net-worth individual tax clients within the Business Management Group
Overseeing full tax compliance, planning and research of complex tax issues
Research and respond to tax notices and represent clients with tax authorities
Review of general ledgers and supporting schedules
Tax Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Management
List any licenses or certifications required by the position: CPA, JD, LLM, CRS, CEBS, ACA, UKRND, W-8, PMP, BAU
Education for Tax Management
Typically a job would require a certain level of education.
Employers hiring for the tax management 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, Business, Taxation, Law, Economics, Graduate, MBA, Information Systems, Computer Science
Skills for Tax Management
Desired skills for tax management include:
GAAP
Microsoft Office applications
Outlook
Relational databases
Assessment review
Common ERP platforms
Datasets and data structures
Due Diligence and Finance Integration
M&A
Market specific technology solutions
Desired experience for tax management includes:
Manage all banking and investment relationships
Monitor cash and investment portfolios and reviews summary reports for clients
Ensure that strict internal control procedures are maintained and that transparency exists at all levels
Ensure that confidentiality policies are adhered to throughout financial operations
Monitor issues of concern which may require immediate attention
Analyze financial operations and procedures and improves where necessary
Tax Management Examples
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Tax Management Job Description
Job Description Example
Our innovative and growing company is looking for a tax management. 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 management
- Work with the project team for the full project lifecycle, including writing requirements, test preparation and execution, and solution implementation
- Work with the project team to offer creative solutions and to help design requirements to complex technical and operational challenges
- Supporting internal clients as regards UK and international direct tax compliance matters including the preparation of UK direct tax returns, SAO, liaising with third party service providers, monitoring changes in legislation and assisting with implementation of tax advice
- Supporting Real Estate operational teams on tax compliance matters including CIS
- Oversees a staff of four to eight direct and indirect development risk management, transitional asset management and compliance team members in the review and monitoring of periodic construction, compliance, and operational reports and evaluate Partnership performance through pre-established standards and key indicators
- Review and assess construction related agreements (construction, design, and equity/debt documents).Coordinates and participates in the review of physical needs assessments, construction schedules and budgets, and investment packages
- Supervises and participates in the establishment of relations with management agents, housing agencies and lenders interacting with properties in the assigned portfolio
- Determines when a property should be placed on or removed from a Watchlist
- If warranted may directly perform independent investigations of property issues as necessary, maintains regular contact with the, General Contractor, Management Agent, and General Partner/Developer, increases reporting requirements of the same to sufficiently address concerns
- Visits the most critical Watch list properties as necessary to evaluate the effectiveness of solutions being employed to resolve operational issues
Qualifications for tax management
- Knowledge of Microsoft Office (Word, Excel, ) proficiency with web-based applications
- Strong sense of ownership, ability to take on tasks and drive to completion demonstrated ability to overcome challenges
- 10+ years experience in Trust and Estate Tax either in the financial services industry or other professional organization
- Provides reports to RJTCF Investment Committee and Tax Credit Investors regarding the status of portfolio-wide concerns being addressed
- Provides supportive functions for the stabilized asset management team
- Evaluates worthiness of potential Management Agents, General Partners, Contractors, and 3rd party consultants through review of experience, operations and structure
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Tax Management Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax management. 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 management
- Publishes and maintains an annual calendar that highlights deadlines and schedules for recurring events in the asset management portfolio to include Watchlist review meetings, investor reporting deadlines, portfolio
- May also present information to internal and external contacts at meetings, conferences, seminars
- Responding to routine internal tax queries from investment professionals
- Enable management by providing timely, accurate information on tax matters
- Research, communicate and resolve key issues and risks and help to manage the group’s control agenda
- Review of work from Deloitte as needed and as directed
- Preparing/reviewing tax provisions
- Preparing/reviewing footnote disclosures for the provisions
- Analyzing fund compliance
- Preparing/reviewing income tax returns and supporting documentation
Qualifications for tax management
- Advanced concepts, principles and practices of LIHTC rules and regulations
- Advanced concepts, principles and practices of the real estate industry, including property management operations, architectural terms, and construction technologies
- Human resources principles and practices
- Excellent leadership and organizational skills to effectively direct staff of five to ten Asset Managers
- Assessing associate performance and developing a career path
- Identifying the causes of construction issues and concluding appropriate actions to correct the problems
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Tax Management Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of tax management. 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 management
- Analyzing fund portfolios
- Conducting tax research related to tax straddles, foreign securities, derivatives
- Review of work from Deloitte as needed and as directe
- Supervise the preparation of tax returns
- Manage the full production cycle of US 1042/1042-S and 1099 reporting
- Coordinate the 8966 FATCA/ IGA reporting across all global entities
- Act As US SME on new Business Initiatives & new products review
- Act as SME for the implementation of the QI responsible officer stream and the FATCA/IGA Regulations , Section 871 (m) regulations
- Central point of contact for US tax queries across all the platforms covered & liaison point with US Head office , Client Onboarding, external/internal auditors
- Provide ongoing training to the Front Office, Operations and other key stakeholders such as Legal, Compliance, Client Onboarding on US tax reporting /withholding regulations
Qualifications for tax management
- Assigning responsibility and authority for tasks to appropriately selected individuals or team
- Operating standard office equipment and using required software applications (Excel, Word, database and document management system) to produce correspondence, reports, electronic communication and spreadsheets
- Bachelor’s Degree in related field and a minimum of seven (7) years of relevant real estate portfolio experience in a management capacity
- Extensive previous experience in property management, apartment operations, or institutional asset management
- Qualified CPA with at least 5 years of federal, state and local corporate tax experience in a Big 4 public accounting firm and/or in industry with a large complex corporate group
- Ability to multi-task and work in a very fast-paced and team-oriented environment, and
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Tax Management Job Description
Job Description Example
Our innovative and growing company is hiring for a tax management. 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 management
- Involvement in various Business initiatives and Tax Legislation changes
- Lead and act as SME for CRS analysis and implementation
- Align QI, FATCA and CRS processes and identify common activities that can be stremligned
- Responsible for review and implementation of new US regulatory initiatives such as Section 302, 305, 305(c) and 871(m)
- Lead the review and implementation of the Common Reproting Standrad regulatory requirement through participation in working groups
- Ensure appropriate feedback, resolutions and implementation of new regulations, laws, legal and regulatory requirements
- Responsible for streamlining various US regimen’s (QI, FATCA, CRS) and it’s processes that are consumed by the US and International Tax group reducing risk, increae efficiency and allocation of proper resources
- Developing and implement internal processes and control, system enhancements to align various business rules that are business specific for QI, FATCA and Cost Basis processing
- Manage FATCA Compliance Framework to hold process owners accountable for FATCA compliance and monitor and assess impact of new regulations, laws, legal and regulatory requirements
- Keep current on tax rules and regulations (legislation, tax issues, ) through independent study, partnership with the US and EMEA Corporate Tax Teams, the EMEA Private Banking Tax Operations Team and contact with the Swiss Tax Authorities if required, with specific focus on the FATCA and QI rules
Qualifications for tax management
- Knowledge of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications
- Student in the last semesters of administration, accounting or finance career
- Availability of 9 months, working part time
- Excel intemediate
- Tax extra courses is a plus
- An exceptional academic background
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Tax Management Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax management. 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 management
- Act as Subject Matter Expert (“SME”) and a coordination contact person between tax operations, Administration and front office teams for annual tax documentation solicitations
- Help in developing awareness across all tax documentation requirements by delivering training to Onboarding Officers, Administration and Client Services as it pertains to changes in tax laws and documentation requirements which impact the day to day client servicing, including changes to tax forms, account coding, solicitation process
- Provide training on new requirements or changes in legislation
- Liason and subject matter expert, representing the tax team for product related initiatives and working with other functional areas
- Supervise and review third party service providers and their work product to ensure deliverables are complete, accurate and provided on time
- Review tax provisions and tax returns prepared by third party services providers
- Identify tax issues of certain investments and strategies, perform tax research and develop/ implement practical solutions
- Identify foreign withholding issues and reclaims processing working with custodian
- Perform supply chain and operations analysis, general business analysis, and financial modeling on the impact of different supply chain structures and business models
- Research, write and review client tax advice relating to international tax matters
Qualifications for tax management
- For the right candidate we may consider any of the locations Mexico City or Buenos Aires
- Knowledge of US Qualified Intermediary (QI), FATCA, any other EU specific financial transactions /products tax knowledge would be a plus
- Proficient use of MS Excel, a good knowledge of MS Access being a plus
- Previous people management experience would be an advantage
- 3-10 years of prior Hedge Fund and/or Private Equity Tax experience
- 2+ years of experience within a tax or financial services field preferred