Tax Planning Job Description
Tax Planning Duties & Responsibilities
To write an effective tax planning job description, begin by listing detailed duties, responsibilities and expectations. We have included tax planning job description templates that you can modify and use.
Sample responsibilities for this position include:
Tax Planning Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Planning
List any licenses or certifications required by the position: CPA, EA, JD, PMP, LLM, CBAP, US, MST, W8BENE, FATCA
Education for Tax Planning
Typically a job would require a certain level of education.
Employers hiring for the tax planning 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, MBA, Economics, Graduate, Public Accounting, Education
Skills for Tax Planning
Desired skills for tax planning include:
Desired experience for tax planning includes:
Tax Planning Examples
Tax Planning Job Description
- Assistance with tax-related matters encountered in the financial planning process
- Create, review, and maintain income tax marketing materials that are used to educate clients and FAs
- Provide content and support for client presentations/seminars and FA training programs
- This position may require limited travel to assist with on-site client or FA presentations
- Provide value to the organization by developing, coordinating, documenting and implementing international tax strategies
- Partner with corporate functions, business leaders, and external advisers on various business and tax planning matters
- Assist in the determination, evaluation, and implementation of the most tax efficient acquisition and integration structures for potential acquisitions
- Advise on international tax aspects of business expansions, reorganizations, and cross-border transactions involving multiple tax jurisdictions
- The global tax planning for Vision Care business, which had 2015 global net trade sales of over $2 billion
- North American Medtech tax planning (Vision Care and Diabetes)
- Expert understanding of complex financial concepts
- Experience with financial and tax planning for holding companies and active business entities
- Commercial and Technical Competence - technical mistakes are very rare
- Leadership – active, positive presence in the department
- Process-oriented - excellent project management skills, can prioritize effectively to meet deadlines and consistently deliver results
- Team-oriented – strong interpersonal skills with the ability to work with a cross-functional team
Tax Planning Job Description
- North American Business Development activities for overall Consumer group (except Innovation Center projects)
- Supporting the International Tax team to create Tax Requirements Document
- Supporting contracts reviewing from a Brazilian Tax perspective
- Analyzing business transactions and initiatives seeking potential tax efficiency
- Working with taxing authorities and outside advisors as necessary
- Assist in the performance of tax due diligence on both public and private acquisition candidates
- Assist in the design, evaluation and implementation of complex domestic and cross-border tax planning projects
- Act as a liaison with other internal functions by developing and maintaining highly collaborative relationships with internal stakeholders with the primary goal to ensure that tax objectives are properly factored in the business decision making process within the company
- Perform or direct tax technical research including analysis and interpretation of relevant tax laws, regulations, cases, and agency guidance
- Collaborate and liaise with regional tax planning teams on multi-jurisdictional tax projects to ensure both US and non-US tax consequences are taken into account
- Experience with IRS tax controversy is preferred
- Advanced degree or proficiency in Spanish is a plus
- Degree in Accounting and/or Law
- BA/BS degree in Business/Finance or equivalent experience required
- 3-5 plus years progressive business experience in financial services or related industry
- Proven organizational and follow-up ability
Tax Planning Job Description
- Create financial models to illustrate and evaluate the tax consequences of various alternatives
- Lead tax planning and projects to implement tax initiatives for cash savings
- Review merger and acquisition transactions for tax efficient recommendations and completion
- Coordinate tax examinations for domestic and international tax authorities
- Monitor changes in state and federal tax law
- Lead, mentor and guide tax team members
- Complete intercompany transfer pricing analysis
- Support tax compliance and tax provision teams
- Support Tax leadership in the successful implementation of global initiatives across EALA, share plans
- Work with other tax groups to ensure the harmonization of in country tax planning
- Demonstrated ability to manage others, both directly and indirectly and to work effectively across cross-functional teams
- BS/BA degree in Business, Accounting, Finance or equivalent
- Minimum 12+ years of progressive multistate tax experience in a large multinational corporate environment and/or US public accounting or large law firm
- Strong state income tax experience, including management of tax compliance and reporting obligations for a US multinational organization
- Must be process oriented and able to drive operational efficiencies
- Bachelor’s Degree in Accounting with 7 - 10 years of experience with accounting or law firm experience
Tax Planning Job Description
- Develop, mentor, coach and manag staff ensuring the development of employees through orientation, training, establishing objectives, communication of rules, and constructive discipline
- Manage Tax Department relationship with other Corporate departments
- Recommend and implement tax-efficient structures for acquisitions, dispositions, and restructuring
- Provide technical assistance to the tax compliance and tax audit groups in preparation of tax returns and IRS and state examinations of filed returns
- Support Tax Team on complex tax issues
- Continue track record of integrity, sound judgment, organizational building success, and tax-saving results
- Communicate tax issues in a business-oriented language to peers and senior management
- Consult with outside advisors as appropriate
- Assist with required tax disclosures for financial statement purposes
- Analyzes business processes, elicits and defines both business and functional requirements
- Ability to simplify complex tax issues into high level presentations for management approval
- Ability to model tax planning outcomes
- Team with the tax accounting group to ensure that all planning projects are properly recorded
- Undergraduate degree in finance-related discipline
- Ability to travel domestically and internationally up to 20% or as needed
- Tax Audit Support – Assist and review tax audit responses for the various income tax audits in Latin America and Canada
Tax Planning Job Description
- Provide support to tax accounting and tax compliance functions
- Utilize leadership skills and job knowledge to successfully manage multiple tax projects using internal resources outside advisors
- Supports other corporate functions (Treasury, Legal, Real Estate, ) with tax information as needed
- Reports to and works closely with company tax executive on all projects
- Lead and develop other staff members in financial reporting, tax, and other operational areas while maintaining a strong relationship of mutual trust and respect
- Coordinate with outside tax, financial and legal service providers on specific projects, as needed
- Providing tax explanations for use by Executives, Regulatory Affairs office, and Corporate Communications
- Researching tax issues in regards to the Health Insurance industry, Payroll and Human Resource policies and programs including compensation issues
- Researching the taxation aspects of transactions under consideration, including mergers and acquisitions and various joint ventures
- Monitoring tax regulations to provide updates to management and to develop tax mitigation strategies
- Transfer Pricing Support – Assist with the preparation and review of TP documentation for all Latin American countries and Canada on a contemporaneous basis
- Tax Accounting – Responsible for the FIN48 review process for the Latin America region on a quarterly basis for any interim tax reserve review/forecast processes
- Proficient in Word, Excel, PowerPoint, and online tax research tools (RIA, CCH)
- Experience as a Tax Lawyer or CPA, CA with a minimum of 4 years Canadian Taxation and related experience
- JD, CPA or MS Taxation
- Master’s Degree in Tax/Accounting/Finance/ or Economics and/or J.D