Manager, Tax Job Description

Manager, Tax Job Description

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Manager, tax provides strategic leadership on approach to gain efficiencies in the ASC 740 and the tax compliance processes.

Manager, Tax Duties & Responsibilities

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

Sample responsibilities for this position include:

Federal/state corporate and partnership tax compliance and reporting
Review and prepare federal and state income tax returns for individuals, corporations and partnerships
Reparation and review of all responses to material federal, state, and local assessment notices
Assist in federal, state and local income, sale and use tax audits
Manage and improve upon established procedures for tax return preparation and estimated tax controls
Oversee Federal, State, and Local tax matters
Supervise and review preparation of Federal, State, and Local tax returns
Deal with high level technical and compliance issues, tax policies and procedures
Ensure compliance with local, state, and federal Income tax requirements
Manages departmental process and procedures to ensure the efficient, accurate and timely coordination of all work within the department, establishing best practices where appropriate

Manager, Tax Qualifications

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

Licensing or Certifications for Manager, Tax

List any licenses or certifications required by the position: CPA, EA, MA, BA, CRS, FATCA, W8/W9, SMMM, CMI

Education for Manager, Tax

Typically a job would require a certain level of education.

Employers hiring for the manager, 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, Law, Graduate, Business, MBA, Economics, Education, Business/Administration

Skills for Manager, Tax

Desired skills for manager, tax include:

Experience working in Canadian Tax
Finance and tax principles
Fundamental accounting
ERP systems
ASC 740
Federal
Excel
Procedures
Rulings
UltiPro

Desired experience for manager, tax includes:

Assist Directors/Senior Managers with complex tax advisory projects including but not limited to
Taking responsibility for individual pieces of work
Liaising with clients and third parties
Project managing implementation of planning
Researching technical questions
Assist with business development by attending meetings and producing marketing materials

Manager, Tax Examples

1

Manager, Tax Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of manager, 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 manager, tax
  • Evaluate and select actions to lessen tax burden and cost of compliance
  • Identify different methods of complying with tax regulations while acting as the primary client contact for complex tax issues
  • Manage the tax compliance engagements for the firm's Alternative Asset clients
  • Work with a client base comprised mostly of hedge funds and broker-dealers
  • Supervise a tax staff in the compliance of these partnership and corporate returns
  • Extensive contact with clients and supervising Audit Managers and Tax staff
  • Supervise staff in the preparation of fiduciary accountings, in bookkeeping functions and the review of estate tax returns
  • Oversee preparation of individual, partnership, foundation, fiduciary and gift tax returns for high net worth individuals and affiliated entities, secondary review of estate tax returns
  • Respond to taxing authorities on behalf of clients
  • Work with staff and attorneys in all aspects of tax return preparation
Qualifications for manager, tax
  • Deep desire to perform with the best and drive constant improvement
  • Intellectually curious and eager to learn and develop every day
  • You should be a degree holder with at least 5 years of relevant experience gained from Big 4(plus)and large MNCs
  • 7+ years of Tax experience (Compliance
  • 3+ years of public accounting and/or private industry (hedge fund or private equity) experience
  • Take responsibility for staff assignments
2

Manager, Tax Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, tax
  • Support the State Tax counsel, Head of Tax and Head of Tax Compliance in both verbal and oral communications with State and Federal authorities tax positions taken
  • Develop and coordinate a tax allocation costing system/process utilizing the current financial reporting system
  • Providing client tax services to a diverse industry base
  • Reviewing the work of the tax staff accountants
  • Ensuring that all relevant policies and controls are adhered to on a monthly basis
  • Reviewing and signing-off on all tax allocations and periodic tax estimates
  • Reporting to the Director of Tax
  • Participating in management decisions
  • Ensuring that the team is resourced to service all clients
  • Income tax planning and consulting for multi-national, public, private, and inter-state entities, including corporate transaction issues and tax saving strategies
Qualifications for manager, tax
  • Open, honest, flexible, willing to roll up sleeves and get stuck in
  • Previous experience with Real Estate Investment Trusts (REITs) and Tax (Compliance
  • Experience with the preparation and review of Corporate, Partnership and Individual Tax returns and Financial Statements (compilations, reviews & audits)
  • Conduct top level review of tax return and resolve tax issues with clients
  • Economically and productively manage projects, including billing and accounts receivable responsibilities
  • Communicate regularly with clients to build positive relationships, possess accurate timely responses and develop a thorough understanding of the clients industry and goals
3

Manager, Tax Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of manager, 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 manager, tax
  • Reviews local, state, and federal tax returns and quarterly tax provisions, financial and management reports
  • Perform technical research and analysis on Federal and state planning initiatives to support business strategies, including forecasting and modeling of available alternatives
  • Take an instrumental role in the preparation and review of Federal and state income tax returns
  • Assist in defending the Company during Federal and State income tax examinations including responding to IDRs and other written inquiries
  • Assist Director with developing, documenting, and educating company personnel on tax rules and procedures
  • Federal and multi state compliance experience
  • Complete accurate preparation of federal, state, and local income tax estimates, extension requests and tax returns
  • Lead tax engagements including Compliance, Planning, and Research
  • Work closely with clients and businesses to minimize tax liabilities
  • Provide tax research, planning and compliance to a diverse middle market client base
Qualifications for manager, tax
  • Knowledge about transfer pricing
  • Ability to integrate GAAP standards related to accounting for income taxes, including FAS 109 and 123R with tax engagements
  • Proficiency in Tax - Research & Planning
  • Be responsible for combination of tax compliance (review) and consulting with emphasis on reviewing partnerships, S Corps (some C), HNW individuals
  • 8+ years tax generalist experience including individual, partnership and corporate tax
  • Experience with Tax - State & Local
4

Manager, Tax Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of manager, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, tax
  • Analyzing tax information to determine tax liability by researching federal and state laws, regulations, and tax rates
  • Assists in training, developing and mentoring team members to ensure they are sufficiently integrated in the process
  • Review of audit tax check lists that are prepared for the funds’ financial statement audits after each portfolio’s fiscal year has ended
  • Supervise, train and mentor associates and seniors while providing ongoing constructive feedback
  • Review tax returns prepared by staff for accuracy and efficiency
  • Prepare complex partnership and High Net Worth individual tax returns
  • Research and consult on various domestic and foreign tax matters
  • Assist with FATCA and Sec
  • Provide timely status updates on compliance processes to members of senior management
  • Highlight and resolve tax risk exposures raised internally through the tax return processes or through tax audits
Qualifications for manager, tax
  • Excellent communication skills and strong team player attitude
  • Exemplary judgment and decision making
  • BS/BA in Accounting is required
  • CTA & ACA/ACCA qualified
  • Good technical knowledge of UK Corporation Tax
  • UK Tax compliance
5

Manager, Tax Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of manager, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, tax
  • Compile tax data and manage the outsourcing and filings for all federal, state, local, foreign and other tax returns
  • Oversee tax related internal controls and accounting policies and procedures to ensure compliance with SOX 404
  • Respond to tax authority requests and manage federal, state, local and foreign income tax and miscellaneous tax audits
  • Establish policy and procedures
  • Accurate preparation of federal, state, and local income tax estimates, extension requests and tax returns
  • Challenging traditional procedures used in the past and attempting to find new approaches
  • Work closely with Head Trader, prime brokers and administrators in all aspects of daily trading and month-end/year-end close
  • Assist COO in all aspects of Operations, including daily trade and portfolio reconciliation, budgeting and financial management, and broker relations
  • Review and execute documents related to investments and various special projects
  • Team with tax professionals to provide comprehensive tax solutions
Qualifications for manager, tax
  • As part of the leadership team, you will have responsibility for the development and management of junior staff
  • 5 to 8 years of corporate tax experience with Big 4 firm and/or corporate tax department
  • Must be a self-starter who handles multiple projects with competing priorities with minimum supervision
  • Strong analytic and problem solving abilities, able to research complex tax matters
  • Ability to adapt in a constantly changing, fast-paced, deadline-oriented environment
  • Bachelor's in Accounting degree

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