Tax Partner Job Description
Tax Partner Duties & Responsibilities
To write an effective tax partner job description, begin by listing detailed duties, responsibilities and expectations. We have included tax partner job description templates that you can modify and use.
Sample responsibilities for this position include:
Tax Partner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Partner
List any licenses or certifications required by the position: CPA, JD, EA, US, SHRM, MBTI, SPHR, PHR
Education for Tax Partner
Typically a job would require a certain level of education.
Employers hiring for the tax partner 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, Law, Business, Graduate, Business/Administration, Economics, Management, Information Systems
Skills for Tax Partner
Desired skills for tax partner include:
Desired experience for tax partner includes:
Tax Partner Examples
Tax Partner Job Description
- Investment and compensation planning for executives being relocated within and outside the United States for other High Net Worth individuals
- Assisting clients with negotiations concerning mergers, acquisitions, divestitures and other business planning
- Representing clients before federal, state, and local tax authorities
- Helping clients devise tax efficient investment and estate strategies
- Working closely with human resource executives in dealing with the maze of tax and other issues relating to the human resources function of businesses
- Providing clients with both sound tax advice and the ability to assist in the implementation of the strategies
- High-end sophisticated tax work (corporate and individual)
- Researching of tax issues for a diversified clientele
- Making presentations to clients regarding solutions, strategies, tax planning and compliance
- Delivering tax services to a high net-worth client base with significant investments in real estate
- Performing planning and research as required and review complex partnership and HNW individual and related tax returns
- Working closely with clients, partners and staff
- Participate in identifying and communicating complex client issues to client senior management
- Complete Tax Planning
- Serve as a consultant
- Oversee Compliance and Provision work
Tax Partner Job Description
- Assist with supporting manager staff
- Participate in firm business development
- Provide tax planning and compliance services
- Assist in the expansion of the Long Island tax practice
- Leading the VAT Tax practice
- Understanding and application of customs laws and concepts trade agreemenrts in the region
- Collaboration with global teams in order to advice on VAT within local and global jurisdictions
- Identifying business development opportunities and developing client relationships
- Corporate Tax Provision Review/Analysis
- Managing a client base of High Net Worth Individuals
- Bachelor Degree in Law/Economics or Tax
- Excellent communication skills and ability to work with sophisticated clients
- Strong work ethic and ability to lead
- Experience in implementation of VAT in new jurisdictions is essential
- Ability to roll up your sleeves research complex tax topics
- Supervising and mentoring staff
Tax Partner Job Description
- Alternative minimum tax, passive loss, multi-state and foreign taxation issues
- Income and estate planning
- Managing a portfolio of high net worth clients, providing specialist tax advice and overseeing compliance matters
- Delegating and monitoring workflow and mentoring upcoming talent in the team
- Acting as a trusted advisor to a large number of family groups
- Review of financial accounts and tax returns for a variety of entities
- Assist Directors/Senior Managers with complex tax advisory projects
- Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
- Communicate proactively with clients regarding project status, client service opportunities, and other significant matters in a timely manner
- Provide training, direction, and supervision to associates
- 8+ years of current experience with High Net Worth tax planning and compliance
- Enthusiasm for obtaining a CFP
- Adept at interacting with high net worth individuals
- Keen to pursue a partner track
- Clean criminal background check and drug free with demonstrated financial literacy
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
Tax Partner Job Description
- Performing tax planning and advising clients of the best strategy for their organization
- Assuming total technical responsibility for tax work performed
- Act as the go-to resource for research, technical and reporting issues for all clients
- Identify and assist with implementation of tax planning and tax saving strategies for clients
- Represent clients before the IRS and state tax authorities
- Prepare and/or review tax returns
- Manage multiple tax engagements and supervise staff teams
- Manage tax compliance engagements
- Represent the Firm in professional and services organizations
- Perform billing and profitability/utilization functions on all assigned engagements
- Experience in managing a tax compliance program
- An established network of clients and customers, business catalysts and collaborators
- Demonstrated ability to build and manage a diverse client base
- CPA(or working toward completion)
- Practical Tax experience with S-Corp, Partnership and Individual Returns
- Excellent communication skills with ability to work directly with clients
Tax Partner Job Description
- Identify additional areas of service to offer current clients
- Experience should include preparation of individual, partnership and S corporation tax returns and completion of compilation and review engagements
- Participates in audit projects involving functions, product areas, or locations
- Assist in the evaluation of exposures to risk and contribute to the improvement of risk management
- Client Service - Manage and build trusting client relationships
- Business Development - Lead the development and execution of growth strategies
- Expertise Development - Stay current on latest regulatory and legislative developments as they affect GAAP, the firm's standards and policies
- Assess the tax implications of transactions, new products, new clients and new initiatives in relation to the Share Plans business
- Assist with the identification of tax risk areas across the Share Plans business and collaborating with other infrastructure areas so that these can be mitigated and controlled
- Provide tax technical and operational advice in relation to tax obligations (tax reporting and withholding) arising on behalf of Computershare and clients
- Plus 5 years of experience in Human Resources required
- With a minimum of 3 years of work related experience in mobility, immigration, tax and relocation required
- CPA or JD and Masters in Taxation preferred
- Minimum of 5 years’ experience in Financial Reporting and Analysis
- Prepare tax calculations and Tax returns
- Review and advise on tax depreciation