Specialist, Tax Job Description

Specialist, Tax Job Description

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Specialist, tax provides oversight and accountability for global direct and indirect tax matters, including United States federal and state income and franchise taxes, foreign country statutory accounting and corporate income taxes, sales and use, VAT & GST taxes, property taxes, accounting for income taxes, examinations, monitoring developments, process improvement, and risk and controls assessment.

Specialist, Tax Duties & Responsibilities

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

Sample responsibilities for this position include:

Representing CS to various representative bodies, tax authorities and regulators, and lobbying to effect favourable law changes
Assist internal departments with information regarding other company filings
Review tax footnotes and related disclosures
Support A/R and A/P cycles in their ordinary activities
Support Finance Manager and the rest of the team in statutory activities and Tax reporting
Gather, analyze and interpret data required to prepare monthly sales/use tax returns, along with return preparation
Review payroll data and payroll tax returns prepared and filed by third party processor
Monitor property tax payments and maintain information in the property tax database
Maintain records to support tax exempt sales
Investigate and resolve problems with tax returns and respond to agency inquiries

Specialist, Tax Qualifications

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

Licensing or Certifications for Specialist, Tax

List any licenses or certifications required by the position: CPA, CPE, EA, CIMA, ACCA, CECAR, APA, W-8, VAT, SMMM

Education for Specialist, Tax

Typically a job would require a certain level of education.

Employers hiring for the specialist, 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, Education, Law, Business/Administration, Associates, Economics, Communication

Skills for Specialist, Tax

Desired skills for specialist, tax include:

Managing files and records
Standard office procedures and terminology
Accounting for income taxes
State unemployment regulatory requirements relating to doing business and applying for accounts in multi states
Functional operations and entering report results into tracking system
Company/client applications/system/requirements
Excel and PowerPoint
Firm’s products and services
IT systems: SAP
OneSource

Desired experience for specialist, tax includes:

Calculate Excise tax deposits, prepare returns, make journal entries
Ability to see the letters and numbers on a personal computer screen and on memos, reports and other documents
Responsible for managing the preparation of tax provisions for statutory accounts for UK, CH, Lux and Ireland
Responsible for coordinating and managing overseas subsidiaries tax returns and statutory accounts are submitted on time and are consistent with group reporting
Ensure compliance with SAO for relevant UK entities
Working with Treasury to ensure compliance with WHT obligations

Specialist, Tax Examples

1

Specialist, Tax Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of specialist, tax. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for specialist, tax
  • Assist Federal Tax Manager in developing, documenting, and implementing fixed asset policies and procedures
  • Assist with quarterly and annual tax provision calculations as they relate to fixed assets
  • Preparation and filing of all sales and use tax returns
  • Analysis and reconciliation of sales and use tax liabilities
  • Assistance with sales and use tax audits
  • Assistance with business licensing and other corporate compliance matters
  • Maintenance of financial forecasts and preparation of corporation tax quarterly installment payments
  • Completing tax modeling calculations, computing the federal tax impacts of business and regulation changes
  • Tax information reporting for US, Canadian and other foreign accounts
  • European VAT and Canadian GST
Qualifications for specialist, tax
  • Experience with Lawson is a plus
  • Four or more years of tax experience
  • 3+ years of Tax Operations experience or experience within Tax Documentation Remediation
  • In-depth knowledge of multi state/ multi FEIN payroll tax, garnishment and accounting principles wage and hour laws
  • Bookkeeping, general ledger, or similar experience required
  • Knowledge of cash reconciliations a plus
2

Specialist, Tax Job Description

Job Description Example
Our growing company is hiring for a specialist, 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 specialist, tax
  • Review monthly provisional Income Tax and Value Added Tax installments tax withholdings from foreign residents
  • Maintain records of fiscal accounts (CUCA, CUFIN, fiscal cost of shares for Mexico, US and Canada)
  • Analyzes the tax matrix to ensure the matrix aligns with tax regulations
  • Reviews product item numbers to ensure proper tax codes are assigned to the items
  • Researches product codes to determine tax exemptions and credits
  • Corresponds with customers and vendors to resolve questions concerning tax treatment of invoices
  • Communicates with vendors to ensure UPS Oasis billing is accurate
  • Responds to assessment notices to resolve tax filing issues
  • Prepares refund applications to request tax refunds and monitors the status of the refund
  • Audits the initial sales and uses tax audit exceptions to identify the correct tax treatment, including identifying and providing the necessary supporting documentation
Qualifications for specialist, tax
  • Team player and detailed oriented
  • Qualified candidates will have a minimum of 4 years of experience in the areas of income tax research, federal income tax impact calculations/modeling, compiling/drafting tax documentation, and addressing the tax impacts of business transactions, in either a large accounting firm environment, large corporate environment or both
  • Bachelor degree in accounting/ tax or related
  • At least 4 years' experience in tax field
  • Tax research and analytical skills, including proficiency in the use of Taxnet ProWe thank all applicants in advance for their interest
  • 1-3 years of Accounting or Corporate Income Tax experience
3

Specialist, Tax Job Description

Job Description Example
Our innovative and growing company is looking for a specialist, 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 specialist, tax
  • Review notices of valuation for all locations
  • Requires flexibility to meet critical deadlines
  • Prepares underlying tax accrual data
  • Tax filing for clients located in multiple states
  • Researching tax issues (finding variances, looking at payroll history reports, looking at escrow records)
  • Client contact over the phone
  • Insurance provider contact over the phone
  • W-2 corrections
  • Setting up new client accounts
  • Dealing with tax forms for month/year-end activities
Qualifications for specialist, tax
  • Willingness to participate in multiple areas of tax, including foreign country tax regimes
  • Experience writing tax memoranda preferred
  • University or equivalent degree in Accounting, Finance or Business Administration
  • CCF or CECCAR qualifications are a major plus
  • 5+ years` work experience in a tax analyst/specialist role
  • Ability to work within a complex matrix organization
4

Specialist, Tax Job Description

Job Description Example
Our company is looking to fill the role of specialist, 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 specialist, tax
  • Prepare and tie-out consolidated tax basis balance sheets
  • Compute corporate income tax with sufficient documents support, analyze the results for discussion and future development
  • Prepare VAT returns based on inputs from relevant function (no data entry of invoices)
  • Prepare VAT reconciliation (with revenue recognition in books)
  • Prepare/Review other tax obligations license tax, land tax, invoice reporting
  • Prepare/Review tax attribute computations
  • Establish and maintain an inventory of all system interfaces that the Tax Department uses including specialty programs, queries and macros
  • Prepares advanced US individual income tax returns for inbound and outbound international assignees, domestically relocated employees
  • Plans the tax process and the procedures to be performed
  • Identifies situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
Qualifications for specialist, tax
  • Public Accounting firm or Big 4 experience preferred
  • Associate degree in Accounting, Business or related field
  • At least 1 to 2 years of experience is preferred
  • Candidate must posses strong business acumen coupled with good written and oral communication skills
  • Monitoring job assignment of ICA Entry and Career and their deliverables from a team lead angle
  • Ensure strict adherence to the tax timelines, foresee delays & raise flag in time to resolve problems
5

Specialist, Tax Job Description

Job Description Example
Our company is searching for experienced candidates for the position of specialist, 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 specialist, tax
  • Model and reinforce ethical behavior in self and others by adhering to organizational policies and guidelines
  • Assist in the resolution of return issues with state and local tax authorities
  • Assists in the preparation of components of federal income tax returns
  • Assists in special projects or reports
  • Ability to perform research, analysis and provide recommendations to tax policies and procedures
  • Keep current on changing tax rules and regulations
  • Review A/P invoices to determine appropriate use tax accrual
  • Respond to sales & use tax questions
  • Disseminate appropriate tax information and updates to internal customers
  • Reconciliation of GL sales tax accounts to sales tax filings
Qualifications for specialist, tax
  • Very good working knowledge of MS Word, Excel, MS PowerPoint and MS Outlook, knowledge SAP preferable
  • Fluent English - – especially writing
  • Good communication skills, strong organized and analytical mind ability to multi-task and prioritize
  • Experienced with SAP HR, SAP FI, SAP Time Management, Business Objects or other query type software
  • Ability to understand employment contracts and manage critical deadlines
  • Demonstrated ability to work in a team environment to accomplish tasks independently

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