Tax Staff Job Description
Tax staff
provides oversight for tax reporting and compliance across the institution for international, federal, state, and local tax laws.
Tax Staff Duties & Responsibilities
To write an effective tax staff job description, begin by listing detailed duties, responsibilities and expectations. We have included tax staff job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare federal & state income tax returns for clients – individual, business, trust
Perform tax research, including federal, state, and international tax law changes
Prepares federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts
Prepare federal and state income and franchise tax returns, extension requests, estimated tax payments, and supporting
Perform tax research in connection with the company’s day-to-day operations new business initiatives, and draft memos to document the company’s positions
Will work in a very fast paced and deadline oriented environment
Prepare and self-review work products for completeness and accuracy, and prepare them for client delivery
Assist in the research of complex tax issues and in the development of quality, practical income tax planning services
Reconcile subsidiary accounts
Perform schedule computations of accruals, debt and interest expense property and equipment, and calculate depreciation expense
Tax Staff Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Staff
List any licenses or certifications required by the position: CPA, US, EA
Education for Tax Staff
Typically a job would require a certain level of education.
Employers hiring for the tax 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, Taxation, Economics, Education, Public Accounting, Business, Math, Graduate, MBA
Skills for Tax Staff
Desired skills for tax staff include:
Basic tax laws/Generally Accepted Accounting Principles
Federal and state tax compliance
Audit principles/standards
Basic business
Basic technical skills
Technology
Corporate Policy and Compliance Manual
Employee Manual document
Independence Guidelines and Ethical Standards document
Federal
Desired experience for tax staff includes:
Advanced degree (law or master’s in taxation) or enrollment in an advanced degree program a plus
CPA License (or at least two sections completed with targeted goal for completion)
Prior experience with Partnership Tax Accounting and Private Equity Tax Reporting required
Positive attitude, strong communication skills and ability to work in a team
OneSource experience and/or provision skills are a plus
Sales and Use tax experience is a plus
Tax Staff Examples
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Tax Staff Job Description
Job Description Example
Our growing company is looking for a tax 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 staff
- Prepares the federal and state extension requests and quarterly estimated tax payments for the various companies and helps to maintain the Tax Dept Calendar
- Prepares federal tax returns and various state returns including franchise tax returns and annual reports
- Researches, resolves and responds to state and federal regulatory agencies’ notices
- U.S. federal income tax compliance, including preparation of annual U.S. consolidated return
- Prepare federal income tax estimates and extensions
- Assist in research for U.S. federal tax matters
- Gather data and prepare schedules for federal tax audits
- Assist with SOX compliance for U.S. federal taxes
- Assist with FIN48 and FAS5 reserves and documentation for U.S. federal tax
- Special projects associated with U.S. federal taxes, as assigned by direct manager
Qualifications for tax staff
- Experience in GAAP accounting
- 1-3 years of tax season experience
- Must have the ability to work with individuals at all levels
- 2-4 years of professional experience including experience in public accounting
- German writing and communication skills is an advantage
- Minimum overall and accounting GPAs of 3.2
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Tax Staff Job Description
Job Description Example
Our innovative and growing company is hiring for a tax 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 staff
- Assist with the preparation of federal, state and local income tax returns
- Assist with federal and state notices/audits as they arise
- Gain experience and training in various areas, including reviews, compilations, tax return preparation (such as partnerships, S-corps, corporations) and tax research
- Coordinate all tax related audits (IRS, auditors)
- Responsible for the preparation of the tax depreciation schedules, including Regular Tax, Alternative Minimum Tax (AMT) and Adjusted Current Earnings (ACE)
- Perform special projects for Controller and CFO as assigned
- Prepare tax payment amount for WHT and VAT Monthly Tax Report
- Filing and listing of mail correspondency from Tax Office or other parties
- Download data from GL to support Monthly Tax Report submission
- Listing Prepaid Tax for Annual CIT Return
Qualifications for tax staff
- 1-2 years of work experience, a plus
- Undergraduate or Master’s degree in accounting
- Must have 150 credits and classes completed to be eligible for CPA exam at graduation
- Ideal candidate has held leadership roles on campus, participated in extracurricular activities, and has had some work experience
- Bachelor’s degree with a major in accounting or other related business field
- A bachelor's degree with a concentration in accounting
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Tax Staff Job Description
Job Description Example
Our company is looking for a tax staff. 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 staff
- Preparation of federal and state tax returns and related work papers (forms 1120, 1065, 8865, 5471)
- Assist in computation and preparation of quarterly federal and state tax estimated payments and annual extensions
- Utilize tax return software to prepare federal and state tax returns
- Assist with the research of federal, state and local tax issues as appropriate
- Preparing federal and state income tax returns and quarterly estimated payments
- Assist with the preparation of work papers for various book to tax differences
- Assist with calculations of estimated tax payments
- Assist with calculations of the year-end tax provision for financial statement reporting
- Research tax-related matters and prepare technical memoranda as needed
- Assist with various tax projects within the tax department
Qualifications for tax staff
- Minimum of three (3) years’ experience in tax accounting at a public accounting firm
- Bachelor’s degree in accounting or equivalent work experience and 1-2 years of corporate tax experience in public or private industry
- Proficiency with various tax software and research tools
- Experience with SAP, OneSource Income Tax, and/or SAGE Fixed Assets a plus
- 3+ years of experience in tax and associated accounting
- General knowledge and understanding of tax reporting
4
Tax Staff Job Description
Job Description Example
Our growing company is looking to fill the role of tax staff. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax staff
- Provide support on tax return work papers for Federal, State and Franchise tax returns and tax estimates
- Prepare various aspects of federal and state income tax returns
- Prepare quarterly federal and state tax payments
- Correspond with federal and state income tax authorities as necessary
- Research various federal and state income tax issues
- Reviewing and/or preparing complex partner tax allocations
- Other tax processing duties, as assigned
- Other duties may include assisting with general accounting functions such as A/P, billing and A/R, financial reporting, and general ledger maintenance
- Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients
- Preparing and self-reviewing work products for completeness and accuracy, and prepare them for client delivery
Qualifications for tax staff
- Proficient in Microsoft Office Suite (Outlook, Word, Excel) required
- Four year accounting degree preferred with Sales and Use Tax Experience
- 1 -4+ years of Public Tax experience
- C Corp, S Corp, Partnership, Individual Returns
- Perform projects and ad hoc research as needed
- 1-3 years of related experience with sales and use tax
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Tax Staff Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax staff. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax staff
- Preparation monthly tax compliance (WHT, VAT)
- Reconciliation GL & Tax Report (all taxes)
- Data entry, tax payment, and tax reporting
- Tax filling
- Manage tax files
- Performs other accounting and auditing duties as needed in engagements and as assigned by supervisory personnel
- Performs other essential duties as needed
- Prepares various tax returns filed by the Tax Dept
- Reviews detail and analyzes summary data to determine the proper tax reporting and treatment
- Assists with tax return preparation, research, and additional projects for other tax areas
Qualifications for tax staff
- Proficient in Excel and ability to learn new systems quickly
- Working knowledge of GAAS, GAAP, and other professional standards and regulations
- Analytical, technical, and tax accounting skills with experience in US GAAP (ASC 740), corporate tax compliance, and corporate consolidated returns
- 2-5 years of Tax experience with a Mexican company
- Ability to fill multiple roles within the department
- Highly creative, recognized as a results-oriented and solution-focused individual