Tax Technician Job Description
Tax technician
provides support for tax audits by federal and state revenue agencies for income tax, sales tax, property and payroll taxes.
Tax Technician Duties & Responsibilities
To write an effective tax technician job description, begin by listing detailed duties, responsibilities and expectations. We have included tax technician job description templates that you can modify and use.
Sample responsibilities for this position include:
Appropriate and timely identification of accounting and tax issues to clients, guidance, solutions and proposals to deal with them
Preparation of information return filings
Preparing information return filing
Prepare and file Municipal Business Licenses and respond to notices and questions related to these filings
Evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest
Access relevant systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments
Enter data into automated system to adjust tax, penalty, and/or credit adjustments
Recognize indications of tax fraud
Gain cooperation of taxpayers by explaining the best options available to resolve the problem or question, mutual interests, and to make sure they understand their responsibilities
Interpret the law as it relates to the issues and if affects the performance and efficiency of the Internal Revenue Service
Tax Technician Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Technician
List any licenses or certifications required by the position: MST, CPA
Education for Tax Technician
Typically a job would require a certain level of education.
Employers hiring for the tax technician job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Accounting, Performance, Government, Associates, Business, Department of Education, Technical, Finance, Administration
Skills for Tax Technician
Desired skills for tax technician include:
Experience with tax research tools and software
Complex pay calculations
Federal Labor Statistics Website to report the University Labor Statistics to process
NC Department of Revenue
Report payroll and taxes
Account analysis
Our clients' business
Tax and accounting
Area of estate tax and fiduciary income tax
Estate settlement is desired
Desired experience for tax technician includes:
Knowledge of BETA systems preferred but not required
Knowledge of the financial markets and the industry
Compute taxes owed and prepare tax returns ensuring compliance with government standards for various types of entities
Research client issues that arise from compliance or planning work such as the effects of various tax treaty provisions on the taxpayer (capital gains, dividends, business profits)
Involved in engagement planning, budgeting, coordination of the compliance process and the collection of data, billing and building direct client relationships
Maintain responsibility for the supervision of a team of preparers
Tax Technician Examples
1
Tax Technician Job Description
Job Description Example
Our growing company is hiring for a tax technician. 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 technician
- Distribute, balance, monitor and report workload in accordance with established workflow or job specialization and maintain your own assigned inventory
- Assure equitable distribution among employees and timely accomplishment
- Maintain current knowledge of procedures, policies and directives to provide employees both classroom and OJT instructions
- Resolve simple informal complaints
- Complete unit quality reviews, provide reports on performance, progress and training needs of employees
- Make suggestions concerning personnel actions and recognition of outstanding performance
- Perform administrative duties in the absence of the manager
- Supporting Northern’s GST Tax administration
- Responding to Northern partners IRA questions
- Ensuring proper filing and payment of State withholding taxes
Qualifications for tax technician
- In conjunction with a Partner or Senior Manager, carry out cross-border income tax and estate planning
- Communicate with clients to facilitate return preparation
- Manage workflow between the local team and the team overseas
- Oversee and direct flow of information
- Review preparers’ work completed for accuracy
- Instruct and guide junior/intermediate preparers
2
Tax Technician Job Description
Job Description Example
Our innovative and growing company is hiring for a tax technician. 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 technician
- Amend or rejects work not meeting established standards and refer to supervisor any problems on meeting performance standards
- Resolve simple informal complaints, refer others to supervisor
- Educate taxpayers on action(s) needed to achieve compliance with tax
- Interpret the law as it relates to the issues and if it affects the performance and efficiency of the Internal Revenue Service
- Analyze and resolve tax processing problems using research methods beyond information submitted by the taxpayer
- Reconstruct and compile tax records in determining tax liability or refund entitlement
- Identify claims and cite tax law and case actions./li>
- Adjusts current and prior year tax accounts involving complex account interrelationships or codes to override controls, retrieve data, and construct records from frozen accounts
- Calculate taxes, penalties, and interest
- Identify gaps in the internal procedures and processing methods
Qualifications for tax technician
- Some college coursework in accounting or a related field preferred
- A level or degree qualifications considered
- Accounting diploma/certificate or higher, CPA, CGA designation or equivalent (completed or in-progress)
- Minimum 2 years of relevant experience in accounting or tax
- Prepare Canadian T1 and US Personal Tax returns
- Prepare Canadian Trust tax returns (T3s)
3
Tax Technician Job Description
Job Description Example
Our company is looking for a tax technician. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax technician
- Prepare monthly SAP and Excel analyses in support of each of the sales tax returns
- Prepare sales tax returns for the various Canadian government authorities
- Communicate with the various sales tax consultants worldwide (especially the US, Europe and Australia) for the production of international returns
- Make accounting entries for payments and deposits received for sales taxes
- Offset sales taxes in the GL
- Participate in the preparation of year-end sales tax audit files
- Participate in government audits
- Provide the Corporate Taxation team with sales tax support
Qualifications for tax technician
- Chamblee, GA
- Prepare Canadian and U.S. individual income tax returns for U.S. citizens living in Canada, U.S. residents working in Canada and Candians working and investing in the United States
- Assist managers with research on client issues that arise from compliance or planning work such as the effects of various tax treaty provisions on the taxpayer (employment income, capital gains, dividends, business profits)
- Collaborate with client engagement team prior to commencement of client work to discuss roles, responsibilities and deadlines
- Holtsville, NY
- Andover, MA
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Tax Technician Job Description
Job Description Example
Our company is looking for a tax technician. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax technician
- Research public and private company information
- Create and prepare financial and tax models and support preparation of client proposals
- Assist team in preparation of client deliverables using Excel, Word and PowerPoint
- Perform tax related research and summarizations of tax provisions
- Assist in preparing presentations to train tax professionals
- Prepare returns and taxation compliance forms, and make sure the required information and documents are sent to the tax authorities
Qualifications for tax technician
- Develop and apply knowledge of the Canadian Income Tax Act and/or US tax code and related legislation
- Oracle, SAP and Microsoft Excel knowledge preferred
- Self-Motivated with attention to detail and accuracy
- Register employees with foreign tax authorities
- Follow up with the Payroll and HR teams to obtain the required information to proceed with tax remittances within the deadlines
- Prepare tax remittance files by country, and compile data on applicable withholding tax and taxable earnings
5
Tax Technician Job Description
Job Description Example
Our growing company is looking for a tax technician. 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 technician
- Fluency in English and French, both spoken and written, essential
- Ability to work to and meet strict deadlines
- Compute taxes owed and prepare Canadian tax returns for individuals, corporations, partnerships and trusts
- Compute taxes owed and prepare US tax returns for individuals and corporations
- Knowledge of and experience in preparing aforementioned charitable tax returns is a must
- Familiarity with OneSource (TrustEase), a Thomson Reuters tax system, is preferred
Qualifications for tax technician
- Obtain and produce year-end certificates, forms and tax slips for various foreign countries
- Assist with tax authorities’ audit process and information requests
- Support various ad hoc projects and other tasks of the Individual Taxation team when needed
- College-level diploma (DEC) in administration, with a major in accounting, or the equivalent
- At least three years’ experience in a similar payroll position
- Basic knowledge of payroll and taxation