Associate, Tax Job Description
Associate, tax
provides information to Accounting team related to tax reporting and tax accounting, including analysis of uncertain tax positions, deferred tax positions, return-to-provision adjustments, etc.
Associate, Tax Duties & Responsibilities
To write an effective associate, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, tax job description templates that you can modify and use.
Sample responsibilities for this position include:
International work with outside advisors relating to international tax planning issues
Organize and coordinate tax data for accurate and timely completion of individual, trust, foundation, partnership and corporate tax returns
Organize and coordinate consolidated and multi-state returns
Handle tax compliance duties
Review taxes for mainly high net worth clients
Maintain the respective trust and estate duties
Assist with corporate and partnership taxes
Handle ad hoc duties as needed
Assist with the performance of complex allocations of income/debt
Calculate and track book/tax differences
Associate, Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate, Tax
List any licenses or certifications required by the position: CPA, TDS, WHT
Education for Associate, Tax
Typically a job would require a certain level of education.
Employers hiring for the associate, tax 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, Business, Education, MBA, Law, Associates, Public Accounting, Economics
Skills for Associate, Tax
Desired skills for associate, tax include:
Finance and tax principles
Fundamental accounting
Browser developer tools
Debugger
Excel
Accounting procedures
Partnership tax regulations
U.S. Generally Accepted Accounting Principles
Global indirect tax issues
Adobe Flash
Desired experience for associate, tax includes:
Maintenance of partnership units and PSPs
Prepare federal partnership tax returns and Schedule K-1s
Prepare summaries of state income/apportionment factors
Prepare partnership withholdings including ECI, FDAP and states
Manage quarterly partner estimates
Maintain partnership units and PSPs
Associate, Tax Examples
1
Associate, Tax Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of associate, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, tax
- Lead the ongoing review of and compliance with U.S. and non-U.S. tax rules and regulations
- Implement policies and procedures for Ch
- Coordination with internal teams (management company, GP, tax)
- Calculate FDAP and ECI withholding amounts for non-US GP members
- Assist UK members with NYS day counts
- Assist with the US reporting of foreign investments and reporting of US investments held by Non-US citizens
- Preparation of tax work papers for investment partnerships and management company partnerships
- Supporting tax team to meet tax deadlines including timely filing of extensions and K-1 deliverables
- Tracking of tax payments made / due
- Supporting tax team in responding to tax authorities
Qualifications for associate, tax
- Prepare and self-review work products for completeness and accuracy
- Facilitate communications and provide ample assistance to team members
- Calculate and review taxable income including market discount, bond amortization, wash sales, QDI, straddles, swaps
- Prepare and review allocations, including aggregate allocations
- Prepare waterfall calculation for private equity style funds
- Coordinate and review K-1s and returns provided by Big 4
2
Associate, Tax Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of associate, 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 associate, tax
- Assist in and become involved in the research of pertinent tax issues
- Present senior team members with a complete, timely and accurate client deliverable in an efficient manner
- Proficiently prepare tax returns
- Formulate and deliver innovative tax planning, strategy and client service
- Identify and capitalize on business opportunities with our current client base and network to attract new clients to the firm
- Maintain active communications with clients to develop longstanding business relationships, manage expectations, safeguard satisfaction and ensure deadlines are met
- Advance your expertise in tax matters through continued education and research
- Performance of tax accounting for Group entities worldwide
- Preparation of indirect tax returns (VAT, GST) and making tax payments and filings
- Supporting the Tax Team to meet tax deadlines including timely filing of extensions and K-1 deliverables
Qualifications for associate, tax
- 2+ years of experience with Sales / Use Tax Compliance
- 4+ years of Straight Public or Private Industry experience
- Tracking tax payments made/due
- Supporting the Tax Team in responding to tax authorities
- More than one (1) year of prior experience
- Some experience working with healthcare clients preferred
3
Associate, Tax Job Description
Job Description Example
Our company is growing rapidly and is hiring for an associate, tax. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate, tax
- Actively participate in client engagements from start to finish, including planning, completing tax projects, and working within a budget
- Research tax issues and consult with clients
- Actively participate as a team member to complete projects and assigned tasks
- Assist with proposal development and research as directed
- Prepare tax payment slip (SSP)
- Prepare monthly and annual tax return by using E-SPT
- Generate VAT report, withholding taxes report, corporate tax return report, and all tax related documentation and correspondences
- Provide tax advisory to clients
- Ensure monthly tax compliance report is accurate and submitted as schedule to tax office
- Liaise with tax officer to handle all tax matter
Qualifications for associate, tax
- Basic knowledge of the property and State tax requirements/regulations across the USA
- Must have strong written, interpersonal, and verbal communication skills
- Bachelors Degree in Accounting, Masters in Taxation preferred
- Bachelor's or Master's degree in Accounting, with 1-2 years of public accounting experience
- Bachelor's or Master's degree in Accounting, with a required minimum of one year of public accounting experience
- Completed undergraduate degree with outstanding academic credentials and business focus
4
Associate, Tax Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate, 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 associate, tax
- Prepare / review income tax provision and 704b tax allocation
- Handle Federal and State audit defense
- Monitor FATCA impact to the various business areas to remain compliant with the new regulations
- Prepare footnotes and other disclosures related to financial statement tax reporting
- Monitor tax law changes and impact on returns and the provision
- Coordination and processing of a high volume of federal and state tax returns and extensions
- Coordinating signatures on tax returns and providing to tax preparers
- Coordination of requesting/providing checks for tax payments with internal operational staff
- Preparing envelopes to mail returns and scanning all work done into document retention software
- Working with outside accounting firms to obtain the returns
Qualifications for associate, tax
- Bachelors degree in Accounting, or related field, or a minimum of 4 years individual tax preparation experience
- Minimum 2 years experience in a public accounting environment with an emphasis in taxation
- Minimum 3 years experience with individual tax returns
- Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned
- Previous experience working for or within a Hedge Fund or Private Equity firm
- 3+ years in a tax practice within a CPA firm
5
Associate, Tax Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate, tax. 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 associate, tax
- Provide federal and state tax planning services supportive of the company's business initiatives and identify tax issues and opportunities to optimize tax positions
- Provide tax technical support to other functional areas of Corporate Tax
- Assist with the tax department’s budget process and reporting
- Assists with defending tax positions as necessary
- Maintain currency in accounting, tax law and tax procedure
- Liaison with System consultants to ensure changes (tax codes, changes in masters, ) necessary from GST perspective are incorporated in system
- Prepare federal and state income tax returns (1040s, 1065s, 1120s, ), tax extensions and tax projections in various industries
- Assist in the preparation and reporting of the quarterly and annual tax accrual
- Review annual Federal domestic and international, and state tax filings prepared by outside service provider
- Assisting in the preparation and execution of all federal pro formas and consolidated tax returns
Qualifications for associate, tax
- Able to manage time and workflows to meet multiple deadlines
- Bachelor's degree in Economics, Accounting or related field
- 1-3 years experience in public accounting and commercial tax preferred
- Experience in preparation of Corporation Tax and VAT returns in a financial/banking environment
- Some hedge fund experience
- Basic understanding of Federal, state, and international tax and accounting concepts and rules