Assistant, Tax Job Description

Assistant, Tax Job Description

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Assistant, tax provides first level support to our Legal Entity Tax and Tax Accounting teams related to tax compliance/accounting processes and systems.

Assistant, Tax Duties & Responsibilities

To write an effective assistant, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included assistant, tax job description templates that you can modify and use.

Sample responsibilities for this position include:

Good numeracy and Excel skills
Tracks tax returns sent to governmental organizations to ensure timely delivery
Assembles tax presentation folders
Prints and mails tax organizers to individual tax clients at the end of the year
Prints due date reports and distributes to client owners
Maintains a working knowledge of office-wide filing systems
Assists with general office support including reception coverage, printing and binding reports, formatting of financial statement documents
Assist in the monitoring of state nexus requirements for U.S. business
Assist in the review of transfer pricing compliance
Implement additional documentation and procedures

Assistant, Tax Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Assistant, Tax

List any licenses or certifications required by the position: CPA, SHRM, NRA, WHT, CPE, UK, CEM, CMVP, CAP, CPS

Education for Assistant, Tax

Typically a job would require a certain level of education.

Employers hiring for the assistant, tax job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Economics, Business/Administration, Taxation, Education, Associates, Law, Accountancy

Skills for Assistant, Tax

Desired skills for assistant, tax include:

CCH Axcess
CaseWare
Concur
Excel
Practice Engine
XCM
PowerPoint
Word
Tax accounting software
Accounting systems

Desired experience for assistant, tax includes:

Test and maintain a strong control framework for taxes
Prepare and report IFRS tax numbers in a timely manner for internal forecasting purposes and other purposes
Assist in the provision of accurate real time tax advice on business initiatives and providing other ad hoc advice generally for US activities
Prepare and maintain transfer pricing files
Implement FATCA reporting requirements
Work with external advisors to prepare returns

Assistant, Tax Examples

1

Assistant, Tax Job Description

Job Description Example
Our company is searching for experienced candidates for the position of assistant, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant, tax
  • Maintaining Client Tax department calendars and attendance
  • Assisting department administrative team with mailings, Federal Express, client requests, and K-1 distributions during tax filing seasons
  • Planning department offsite and other department activities/events
  • Preparing written presentation materials
  • Managing engagement letter process including outsourced returns
  • Managing agreements with outsource partners
  • Assist in the preparation of the transfer pricing documentation sets
  • Help to gather the figures, analytical data and factual data to be included in the documentation
  • Assist to keep the data required to prepare the documentation and the documentation in an organized manner
  • Replicate common sections of the documentation in the different documentation sets
Qualifications for assistant, tax
  • The chosen candidate will have a proven record for service excellence, be a strong communicator and be able to show that they will work well as part of the tax team
  • Have strong accounting knowledge - solid bookkeeping and understanding of accounts and taxation
  • AITI qualified - 1 to 2 years' pqe ideally
  • You have worked in a tax team with client facing experience
  • Strong corporate tax experience, gained within a reputable accountancy practice
  • Team fit is critical to this team and the ability to work well in a team will be essential
2

Assistant, Tax Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of assistant, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant, tax
  • Timely tax law update and study
  • Lead a team of 2 person to timely tax law update and study
  • US tax accounting and reporting
  • Maintain good relationship with local authorities
  • Processes tax filings, Master Service Agreements and addendums
  • Tracks monthly tax compliance and billing deadlines
  • Proactive and able to work with little supervision
  • Ability to prioritize in a deadline driven environment
  • Comfortable with technology with ability to learn new software quickly
  • Develop and maintain a strong tax administrative team to align duties and implement best practices
Qualifications for assistant, tax
  • Assisting the Head of Tax in ensuring that HO tax policies are followed
  • Managing the compliance process for the UK entities across corporation tax, VAT and employment taxes
  • Looking for opportunities to improve existing processes and systems
  • At least 7-8 years tax experiences in large corporation/ tax firms with hands-on/day-to-day tax management responsibilities, experience in retailing, distribution and logistics business is preferred
  • Must have strong tax research and analysis skills and able to provide doable tax recommendations on complex issues considering the commercial realities
  • Can work independently in a fast paced environment and have proven ability to manage various projects, meet timeline under pressure, and with attention to detail
3

Assistant, Tax Job Description

Job Description Example
Our company is growing rapidly and is looking for an assistant, tax. 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 assistant, tax
  • Preparation of tax computations, returns and advisory, research and documentation
  • Co-ordination and review of information feeding into income tax filings for the group’s companies and branches in the MESA region
  • Support the Regional tax manager in planning and implementing of efficient tax strategies to minimize the regional tax rate
  • Liaising with business partners to keep them informed of tax issues and legislative changes
  • Begin the tax return by entering client and W-2 information into the tax program
  • Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
  • Provide necessary reports and ad hoc information as requested by management
  • Take responsibility for developing your own knowledge and understanding of tax and tax developments to ensure you’re a well-informed adviser within the team
  • Assemble and tax returns and process extensions as needed
  • Organize, scan and process tax documents and reports
Qualifications for assistant, tax
  • Must have strong knowledge in income tax accounting, such as FAS109, FIN48
  • Proactive, has excellent communication skill
  • Extensive client liaison and engagement with related stakeholders (SARS/National Treasury)
  • Motivated individual with a willingness to learn, a “can do” attitude and a keenness to own and shape the underlying processes
  • Proactive and flexible approach, ability to work in a fast paced environment with conflicting priorities
  • Team player with the ability to integrate into a tight-knit tax function
4

Assistant, Tax Job Description

Job Description Example
Our company is hiring for an assistant, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant, tax
  • Schedules daily/weekly meetings utilizing electronic scheduler and coordinates with requester and other operations support staff
  • Responsible for invoicing, expenses and payments
  • Aid in the CIS Compliance Manager in resolving ad-hoc HMRC queries verification issues, subcontractor enquiries
  • Contract registration with authorities when necessary
  • Negotiate with tax authorities to ensure taxes due are correctly withheld
  • Apply for tax clearance certificate for non-trade item
  • Facilitate payment finally at bank
  • Any other jobs related with this subject"
  • Maintain relationships with clients and also liaise with external parties
  • Prepare comprehensive monthly management tax reports
Qualifications for assistant, tax
  • Minimum of 4 years of income tax experience including experience in ASC 740 reporting, knowledge of ASC 740 (SFAS109, APB23, FIN18, FIN48) and SOX 404
  • At ease in an environment of change
  • Requires a university degree in Business or Accounting
  • Requires at least five to seven years of progressively more responsible general tax and finance experience
  • Experience at a multinational corporation is a plus
  • Ability to communicate complex issues to non-finance professionals and to make recommendations
5

Assistant, Tax Job Description

Job Description Example
Our company is growing rapidly and is hiring for an assistant, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant, tax
  • Preparation of invoice for private pay clients
  • Reconciliation of bank statement
  • Manage supply ordering/inventory control ensuring costs do not exceed budget
  • Updating workflow tracking and processing expense reports
  • Assisting with the process for obtaining documentary back-up for the UK tax filing to include R&D claims, double tax relief claims, rollover/holdover relief claims, group relief claims and schedule 23 deductions
  • Assist in the monthly, quarterly and annual US GAAP tax reporting requirements
  • Assist with the preparation of overseas tax returns as required
  • Co-ordinate the process for requesting Certificates of Residence
  • Assist with the preparation of the monthly VAT Return
  • To assist the UK Tax Compliance Manager where required
Qualifications for assistant, tax
  • Positive attitude and great customer service skills
  • This position requires a minimum of a bachelor's degree in accounting
  • Experience with HFM is preferred
  • Knowledge of Kier systems, processes and workflow technology desirable
  • Bachelor’s Degree in Accounting or Finance, or Associates + 2 years of experience
  • To be ATT qualified or qualified by experience and willing to work toward ATT

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