Senior Analyst, Tax Job Description
Senior analyst, tax
provides guidance on emerging regulatory tax requirements and tax compliance issues; assist in developing and maintaining a Global Tax Compliance Program; act as tax and client tax documentation subject matter expert within the Compliance Risk Management function;.
Senior Analyst, Tax Duties & Responsibilities
To write an effective senior analyst, tax job description, begin by listing detailed duties, responsibilities and expectations. We have included senior analyst, tax job description templates that you can modify and use.
Sample responsibilities for this position include:
Review and/or prepare separate company, combined and unitary state income and franchise tax returns
Prepare and/or Review US Federal, state and local tax estimates and tax return extensions
Prepare supporting working papers and ensure proper documentation is obtained and maintained
Prepare and/or review income tax accounting calculations for the quarterly and annual periods
Support special project assignments, such as acquisitions, dispositions, tax audits, , as necessary
Coordinate and analyze tax reporting information provided by other departments to ensure timely and accurate preparation of tax returns
Facilitate, review and respond to routine information requests and desk audits from taxing authorities
Prepare, review and assist managing the filing of all of state quarterly and annual compliance reporting (including returns, estimates, extensions)
Research and analyze tax laws related to compliance and planning opportunities that affect and write memos presenting findings
Communicate and coordinate with internal management and external owners/clients
Senior Analyst, Tax Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Analyst, Tax
List any licenses or certifications required by the position: CPA, JD, PMP, US, SOX, MST, SUT, IPT
Education for Senior Analyst, Tax
Typically a job would require a certain level of education.
Employers hiring for the senior analyst, 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, Business/Administration, Economics, Law, Public Accounting, Accountancy
Skills for Senior Analyst, Tax
Desired skills for senior analyst, tax include:
Investment management/asset servicing industry
Excel
Federal and multi-state tax compliance process
Global Custody & Fund structures
International tax reclaims markets and Tax documentation
Process Management & Operational Risk mitigation
SAP
Transactional ERP functionality in a complex corporate organization
BNY Mellon departments to ensure timely resolution of cross-departmental issues
Dividends
Desired experience for senior analyst, tax includes:
Master's degree in Accounting, Tax or Business
Advanced knowledge of tax compliance and provision software (OneSource, Corptax)
Prepare monthly, quarterly and year-end income tax provisions and related schedules such as deferred tax continuity, taxes payable continuity
4+ years of Corporate Tax experience in a Public Accounting and/or Private industry setting
Bachelors in Accounting needed
Strong skills with tax compliance software platforms (experience with Corptax a plus)
Senior Analyst, Tax Examples
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Senior Analyst, Tax Job Description
Job Description Example
Our growing company is hiring for a senior analyst, tax. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, tax
- Maintain supporting documentation and explanation of all major transactions
- Tax Compliance/Financial Reporting
- Preparation and review of tax reporting
- Maintain tax software (OneSource Tax Provision & OneSource Income Tax)
- Together with your colleagues ensure that the PMI Service Center Europe provides timely and accurate VAT reporting to the PMI business units in 24+ European countries
- Provide guidance and support to ERP (Enterprise Resource Planning) system modifications
- Act as a first line support for the accounting groups on VAT and advise on tax matters both during migration of activities after transfer of the accounting function to PMI Service Center Europe
- Conduct trainings to transfer your knowledge on VAT directive to the specialized accounting groups
- Perform periodic review of tax records, the VAT treatment of business flows, and support business during VAT audit
- Have possibility to actively participate in additional cross-functional projects
Qualifications for senior analyst, tax
- Strong knowledge of general corporate income tax
- Complies with all Sarbanes Oxley requirements for function, update process maps as needed
- Prepare/review assigned US Tax Returns for domestic operations, consolidation and statements
- Solid knowledge of US tax concepts
- Excellent tax research skills using various tax services and sources such as CCH, RIA, BNA
- Be a part of the network of PMI tax specialists in Europe
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Senior Analyst, Tax Job Description
Job Description Example
Our innovative and growing company is hiring for a senior analyst, 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 senior analyst, tax
- Manage a team of junior tax professionals and outside service providers
- Teaming with the International Indirect Tax, International Direct Tax, and Transfer Pricing teams on international tax projects
- Working closely with Legal, Accounting, Finance, and business teams to provide operational guidance and mitigate indirect tax risks
- Reviewing new business initiatives and contracts
- Tracking and communicating changes in indirect tax laws and regulations
- Assisting with international indirect tax audits/queries
- Assisting with internal audits and drafting/implementing tax policies and controls
- Prepare/review the U.S. compliance for international entities
- Review calculation of tax basis depreciation and fixed asset records necessary for the preparation of personal property and income tax returns
- Identify tax saving opportunities and propose and implement solutions
Qualifications for senior analyst, tax
- Knowledge and use of multiple tax compliance/provision software systems – Thomson ONESOURCE TaxStream/GAM/Income Tax, Vertex, Corptax, or GoSystems
- Research and opine on complex tax technical issues
- Minimum of 2-3 year progressively responsible tax experience, preferably some international tax experience
- Preparation of certain tax accounting work-papers
- Preparation of tax provision and federal/state income tax returns (including estimated tax payments) using Thomson Reuters OneSource software
- Assist with global tax data gathering and reporting
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Senior Analyst, Tax Job Description
Job Description Example
Our innovative and growing company is looking for a senior analyst, 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 senior analyst, tax
- Preparation of monthly and annual income tax provision summaries, account reconciliations, and deferred tax analysis
- Assist in the preparation and maintenance of tax controls documentation
- Calculation of specific tax adjustments for the tax provision, including fixed assets and associated depreciation and gain/loss
- Assist in the tax accounting analysis of the implementation of foreign, domestic, and state tax planning strategies
- Assist with REIT compliance including asset and income qualifications, Form 1099 reporting and other matters
- Maintain regular updates on forecasted taxable income and dividend requirements
- Provide information for outside tax preparers to prepare US annual income tax returns
- Prepare estimated payment calculations for Form 1042 withholding tax returns, maintain required documents from foreign investors and assist with FATCA compliance
- Communicate with partners and shareholders on tax inquiries
- Help maintain tax records, filing systems and databases
Qualifications for senior analyst, tax
- Four + years’ of Tax experience
- CPA or MST designation preferred
- Experience in commercial software development (tax software, user experience, user interfaces, ) preferred
- Minimum three years, recent experience in a professional tax services environment
- ASC 740 direct experience
- Minimum of 2 years in Public Accounting or Industry in area of Corporate and Multistate income tax
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Senior Analyst, Tax Job Description
Job Description Example
Our growing company is hiring for a senior analyst, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior analyst, tax
- Support quarterly tax provision by preparing M1 adjustments, including tax depreciation
- Assure the timely completion and remittance of tax filings in accordance with both internal and external deadlines
- Responsible for the necessary calculations supporting the tax filings for which detailed work papers and documentation are maintained to back-up such calculations
- Identify both issues and opportunities providing a resolution/recommendation to Tax Management
- Assure the timely completion of tax provisions in accordance with both internal and external deadlines
- Responsible for the necessary calculations, including (but not limited to) current calculations, deferred calculation roll forwards, effective tax rate reconciliations, tax account roll forwards, uncertain tax positions, , supporting the tax provisions (monthly/quarterly/year-end) for which detailed work papers and documentation are maintained to back-up such calculations
- Responsible for the necessary financial statement disclosures
- Responsible for the necessary calculations supporting the tax forecasts for which detailed work papers and documentation are maintained to back-up such calculations
- Guide Analysts in day-to-day execution of work activities
- Ensure that team members' work activities are accomplished to meet applicable due dates
Qualifications for senior analyst, tax
- Complex Tax Role (Focusing on all aspects of Tax)
- Very Fun and Energetic Environment
- Bachelor’s degree with an in-depth knowledge of accounting, finance, or other business operations
- A detailed understanding of international reporting/compliance issues and experience in preparing Forms 5471 and other disclosure of international transactions is a plus
- Experience in researching and analyzing moderately complex tax issues and communicating the results both written and orally
- Ability to communicate complex and technical tax information, , present research findings to both internal and external parties
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Senior Analyst, Tax Job Description
Job Description Example
Our growing company is looking to fill the role of senior analyst, 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 senior analyst, tax
- Monitor, research, and review GAAP accounting literature, in concert with the Tax Department, relating to taxes issues to ensure proper disclosures in the financial statements and footnotes for quarterly 10-Q’s and annual 10-K’s filed with the SEC
- Responsible for domestic compliance calendar to ensure company compliance with US filing requirement for McDermott
- Responsible for the preparation of U.S. federal and state income tax returns and workpapers, tax provision, tax research and special projects
- Prepare federal and state income tax returns and tax extensions
- OneSource and BNA tax systems Administrator
- 15% - Prepare complex international forms including Forms 5471, 5472 and 8858
- 20% - Assist in the research of selected federal and state tax issues and compliance, including analysis of Schedule M computations, state tax nexus and related topics as assigned
- Preparation of federal and state returns for complex partnerships, corporations and REITs
- Estimated payments and partnership withholding tax calculations by state
- Information gathering and analysis for the general ledger and asset management systems including querying, asset uploads, data integrity and data management
Qualifications for senior analyst, tax
- Proficiency in Microsoft office and knowledge of accounting/tax software
- Ability to analyze data, note issues and develop possible solutions to problems
- Ability to exercise independent judgment and decision making work in a team enviroment
- Exposure to international taxes a plus
- Must have a best practice / continuous improvement mindset
- Experience with CCH tax research tool and OneSource tax compliance software