Consultant, Tax Job Description

Consultant, Tax Job Description

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Consultant, tax provides advice within the department and externally to clients on tax technical matters relating to capital allowances legislation.

Consultant, Tax Duties & Responsibilities

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

Sample responsibilities for this position include:

Gaining knowledge of the client’s business and staying current on industry and related tax matters and ability to present information to entire tax team, , propose enhancements to client's future tax planning
Working closely with senior members of the fiduciary tax group, client advisors, clients, and outside advisors
Researching various federal and state issues
Correspondence with various tax authorities
Analysis and interpretation of trust instruments and other pertinent documents, including GST analysis
Providing tax advice and support to business units and management responding to tax queries raised by auditors or by tax authorities
Occasional team project management
Extensive team member coaching/training and participation as a team member providing training to Middle Office Banking staff on FATCA, including preparation of training materials
Acting as a liaison on projects as required with internal teams
Tax Research and Project Development

Consultant, Tax Qualifications

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

Licensing or Certifications for Consultant, Tax

List any licenses or certifications required by the position: CPA, SARS, VAT, SAP, SHRM, ACCA, FICO, CPP, RE, LLM

Education for Consultant, Tax

Typically a job would require a certain level of education.

Employers hiring for the consultant, 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, Business, Taxation, Economics, Education, Law, Management, Graduate, Business/Administration

Skills for Consultant, Tax

Desired skills for consultant, tax include:

Capital Allowances for PAIFs and ability to advise on queries and explain to clients / solicitors TWDVs
Client’s business and staying current on industry and related tax matters and ability to present information to entire tax team
Different investment vehicles Unit Trusts
Excel
Familiarity with tax preparation software
Investment management/asset servicing industry
MS Access Database would be beneficial to drive the existing spread sheets on the Access
MS-Word
OEICs
PAIFs and ACS

Desired experience for consultant, tax includes:

Development of your own career
Professionally designated accountant (CA/CMA/CGA/CPA), TEP an asset
Minimum five years current experience in a senior tax role, with a professional tax services firm (i.e trust company or public accounting firm)
High level of understanding of Federal and provincial income tax law as it relates to individuals, estates and trusts
Bachelor's degree in Accounting and Information systems/ Information Technology and Management
Previous experience within tax/accounting

Consultant, Tax Examples

1

Consultant, Tax Job Description

Job Description Example
Our company is looking for a consultant, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for consultant, tax
  • Assist senior consultants and managers in business development efforts – drafting proposals, client meetings, organize marketing events
  • Managers and Senior Managers will also have a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them
  • Demonstrates ability to understand the Internal Revenue Code and Regulations for various tax issues
  • Review of NZ compliance obligations, Income Tax, FBT and GST
  • Tax compliance - support of ongoing compliance activities as required
  • Review of Corporate and Partnership tax returns
  • Responsible for highlighting tax issues or unusual relationships from basic analysis of the financial statements
  • Clearly and accurately document the tax compliance forms as defined in planning
  • Assign and review work papers to staff and assist in writing correspondence to tax authorities
  • Research tax and client requested inquiries
Qualifications for consultant, tax
  • Bachelor's degree in law or business related field
  • Strong Word and Power Point skills
  • Excellent analytical, interpersonal, oral and written English communication skills
  • Experience in working with various government authorities, especially with the licensing authorities
  • Good knowledge of Law on Enterprise, Investment and Labor Code
  • Knowledge and experience in Taxation/Tax Advisory is an advantage
2

Consultant, Tax Job Description

Job Description Example
Our company is searching for experienced candidates for the position of consultant, 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 consultant, tax
  • Forecast taxes for tax provision for financial planning and analysis purposes
  • Identifies opportunities and makes recommendations to reduce taxes and minimize audit exposure
  • Updating existing ONESOURCE Corporate Tax templates in accordance with written requirements / specifications
  • Assisting in building new country templates, working in partnership with experienced content designer’s, platform developers and local partners where required
  • Reviewing and testing tax templates, to ensure they meet written requirements / specifications and are built in accordance with best practice
  • Managing the day to day development process, including
  • Supporting the team, undertaking research such as reviewing tax authority documents, tax legislation and other information sources
  • Your main interaction will be with the Tax Business Analysts and other content specialists, who will manage the high level development plans and specifications
  • ACCA certificate or other Accountancy qualification would be an advantage
  • Recommends and implements changes necessary to comply with statutory and tax requirements
Qualifications for consultant, tax
  • Interpretation of the VAT Act, planning and restructuring
  • Timeous consultation and liaison with SARS & clients
  • Client liaison on matters of a compliance type nature, checking schedules and issuing VAT Returns
  • Conducting VAT reviews and client visitations, providing opinions on VAT scenarios for clients
  • Advising on VAT savings for clients and identifying exposure in respect of VAT
  • Drafting ruling applications and drafting reports in respect of reviews
3

Consultant, Tax Job Description

Job Description Example
Our innovative and growing company is looking for a consultant, 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 consultant, tax
  • Assist in delivering and monitoring multiple client engagements
  • Deliver technical trainings for both clients and internally
  • Training and mentoring more junior staff
  • Taking charge and bearing responsibility for the assigned tasks
  • Researching issues and recommending opinions and positions to management
  • Researching and studying the documentation underlying the relevant issues
  • Applying technical knowledge and research in formulating client tax recommendations
  • Suggesting solutions for specific client issues and requirements
  • Assisting in managing and developing the skills of junior staff members
  • Access to cutting-edge worldwide business knowledge
Qualifications for consultant, tax
  • CPA certification or candidate preferred
  • Strong skills in Corporate compliance, Multi-State Taxation (apportionment, nexus, and/or controversy resolution) and ASC 740 (FAS109) preferred
  • Corptax, OneSource, and/or TaxStream experience preferred
  • Strong skills in tax research and writing preferred
  • Excellent interpersonal and communication skills, writing and documentation skills
  • Bachelor or Master degree in Accounting, Finance or other business related field, Legal as well
4

Consultant, Tax Job Description

Job Description Example
Our company is looking to fill the role of consultant, 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 consultant, tax
  • Provide assistance to Activation Management in support of escalated customer issues including research, resolution, and communication to the consultant
  • Ongoing development, mentoring, and support of team members (internal and external)
  • Suggest process and product improvement
  • Identify and quantify process and efficiency opportunities including tools and technology
  • Analyze client tax accounts during the implementation process
  • Consult with clients and provide direction on critical data and document gaps, effective filing status, business changes, and outstanding tax discrepancies to ensure compliance with employer tax filing requirements
  • Serve as the authorized employment tax representative between clients and taxing authorities
  • Research and resolve employment tax filing discrepancies and respond to agency inquiries
  • Provide clients or designated agents with tax account support to resolve prior to services account discrepancies
  • Lead account management efforts to ensure accurate and timely employment tax filings and payments
Qualifications for consultant, tax
  • Marketing VAT services to existing and new clients
  • Presenting and conducting VAT training workshops for clients
  • College experience or degree preferred
  • Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts illustrations and power point presentations to support a sales concept package
  • Familiarity with ERP, tax compliance and tax provision software
  • Understanding of tax methodologies
5

Consultant, Tax Job Description

Job Description Example
Our company is hiring for a consultant, 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 consultant, tax
  • Manage tax projects as assigned
  • Complete and assist with tax rate protests, abatements, account reconciliations and audits
  • Use industry knowledge to identify required actions to resolve account discrepancies
  • Partner with internal processing groups to ensure system transaction meet agency mandates
  • Ensure client business changes are accurately applied to tax accounts in compliance with agency regulations
  • Keep up with changing employment tax laws and explain implications to clients
  • Identify and act on opportunities to reduce employment tax liabilities
  • Actively participate in tax projects and special tasks as assigned
  • Communicate account IDs, rates, status and regulatory changes to internal and external clients as required
  • Provide third party administrators with tax account data and responses as outlined in service level agreements to ensure accurate and timely filings and support
Qualifications for consultant, tax
  • Previous experience as a Tax Manager preferred
  • About 4-5 years of working experience in tax area, experience in VAT taxation from both compliance and consulting perspective, preferably in consulting companies or legal office
  • Any formal technical training or on-the-job training will be provided in order to perform their role more effectively
  • Conducting reviews, interpretation of the VAT act, planning and restructuring
  • Timeous consultation and liaison with SARS
  • VAT reviews and client visitations, providing opinions on VAT scenarios for clients

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