Tax Advisory Job Description
Tax advisory
provides guidance and information related to proposed or enacted tax regulations and legislation; tax procedures; and tax preparation and/or planning to employees, management, and others.
Tax Advisory Duties & Responsibilities
To write an effective tax advisory job description, begin by listing detailed duties, responsibilities and expectations. We have included tax advisory job description templates that you can modify and use.
Sample responsibilities for this position include:
Where appropriate, attend client meetings to provide tax support to client relationship and sales staff manage tax issues for client accounts where problems arise and require representation to the Canada Revenue Agency or other taxing authorities
Identifying issues and topics requiring training and development
Participating in the organization, development and/or delivery of internal training programs
Contributing to tax sections of policy and procedure manuals
Developing and maintaining tax reference material
Evaluate the impact of tax developments and new legislation
Identify potential product/service opportunities arising from legislative changes
Advise all functions of tax changes that may affect their products, services and administration
Reviewing Federal, Multi-State Corporate (C&S), Partnership, Individual, Trust, and Estate tax returns
Keeping current on new federal and state tax matters
Tax Advisory Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Advisory
List any licenses or certifications required by the position: CPA, EA, JD, PMP, CFP, W-8, US
Education for Tax Advisory
Typically a job would require a certain level of education.
Employers hiring for the tax advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Law, Graduate, Business, Finance, Taxation, Economics, Legal, Education, Information Technology
Skills for Tax Advisory
Desired skills for tax advisory include:
Excel
Propose enhancements to client's future tax planning
Various states
Familiarity with tax preparation software
MS-Word
MS Office
Client’s business and staying current on industry and related tax matters and ability to present information to entire tax team
DIMF
Investment management industry beneficial
Desired experience for tax advisory includes:
Willingness to participate in continued learning
Federal and State tax audit representation
Coordinating with client accounting and tax departments
Developing tax package data requests and instructing staff on tax adjustments and implementation of tax applications systems
Reviewing tax returns for accuracy, minimization of tax liability, available tax credits and tax provision
Responding to client inquiries, Internal Revenue Services, and state and local tax notices
Tax Advisory Examples
1
Tax Advisory Job Description
Job Description Example
Our innovative and growing company is hiring for a tax advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax advisory
- Researching a broad range of substantive tax issues, including consolidated return rules, international tax (with a focus on inbound), treaty principles, subchapter C, and fielding questions from the business and the Tax Reporting Team relating to tax reporting issues
- Assist with responses to revenue authority queries where required in audit and review situations
- Review and negotiate the tax provisions in ordinary course of business agreements (loan agreements, purchase agreements, GMRAs, ISDAs)
- Assisting with responses to revenue authority queries where required in audit and review situations
- Reviewing and negotiate the tax provisions in ordinary course of business agreements (loan agreements, purchase agreements, GMRAs, ISDAs)
- Represent the company at Industry Lobbying Efforts (ISDA, SIFMA etc)
- Act as the Tax Department liaison with the Legal Department on tax representation in various documents, including ISDA's GMSLA's, loan facilities
- Support Tax Team on complex tax issues, including the analysis and research related to restructurings and new business initiatives the analysis of new federal, state and local tax laws, regulations, rulings and procedures to determine their impact on the group and
- Assist in evaluating the tax effects of various proposals and planning ideas
- Act as the Tax Department liaison with the internal team tasked with the development / implementation of strategies aimed at achieving tax efficiencies and maximizing the benefit of the company's tax attributes
Qualifications for tax advisory
- Minimum of 8 years in the tax profession
- International/Regional / China Tax experience preferred but not essential
- Big 4 firm/International Law firm candidates will be considered
- Familiarity with various European tax systems (UK, France, Germany, Italy, ) and treaty networks
- In charge of assurance procedures (audit, reviews, agreed upon procedures)
- Prepare more complex tax returns
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Tax Advisory Job Description
Job Description Example
Our company is looking to fill the role of tax advisory. 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 tax advisory
- Participate in client pursuits including proposal preparation
- Manage and supervise junior staffs in day to day work
- Act as a preparer of our accounting and payroll engagements and assist seniors and managers to deliver accounting and payroll services to clients
- Collate and review documents and information from clients and to communicate with clients effectively to understand and clarify those information
- Draft deliverables including emails and reports for manager's review and report of findings to clients in a timely manner
- Manage and supervise other staff in day to day work
- Lead the team to promote and provide accounting, payroll and company secretarial services to clients
- Proactively pursue service opportunities and take a strive in marketing initiatives
- Meetings with potential clients, prepare and follow up of service proposals
- Manage and supervise engagement team to deliver the services in a professional manner
Qualifications for tax advisory
- Grow their understanding of client operations and business objectives
- A qualified Chartered Accountant or Tax Lawyer with minimum 8 years of experience in Tax within a Chartered Accounting or law practice or from within a tax division of a large corporate
- Ability to managed multiple projects and deliverables with an ordered and structured approach
- High levels of drive, energy and commitment with the mindset to thrive in a fast paced environment
- Tax specialist with financial services background preferred
- International/Regional Tax experience preferred
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Tax Advisory Job Description
Job Description Example
Our growing company is hiring for a tax advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for tax advisory
- Maintaining client relationships through delivering core tax services and coordinating cross service line tax services
- Participating in developing junior talent through teaching, mentoring and appraising
- Assisting Partners / Directors in maintaining our eminent market position through BD opportunities and external publications and symposiums
- Responsible for reviewing tax returns for individuals, partnerships and companies including calculation of tax liabilities, formulating and developing appropriate tax strategies providing consultancy and planning services to our local and international clients
- Responsible for reviewing the work of subordinates and ensuring the Firm's professional standard of service to our clients was maintained
- Act as a primary author on Advice Lab thought leadership publications
- Regularly advising the BU in connection with, monitoring and managing tax risks and reviewing the structuring of existing products and investments
- Monitoring and coordinating tax sign-off, documentation of tax positions and relevant tax reporting of investment structures and fund vehicles
- Working closely with senior members of the BU in raising investor capital
- As part of a global team, candidate may be required to travel
Qualifications for tax advisory
- At least 1-2 years experience in international tax or FATCA related projects would be advantageous
- ACA/CTA qualified corporate tax professional
- Specific insurance sector experience not essential but favourable
- Review Federal, Partnership, Individual, Trust, and Estate tax returns
- Keep current on new federal and state tax matters
- Develop tax package data requests, instruct staff on tax adjustments and implementation of tax applications systems
4
Tax Advisory Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax advisory. 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 tax advisory
- Lead project teams on mobility technology solution projects (project management and coordination) and involvement in policy drafting, risk analysis and remuneration and reward strategy advisory projects
- Establish and build deep client relationships
- Degree holder with a full membership of recognized professional body
- Minimum of 5-6 years' relevant HK individual tax experience with HK tax authorities or a Big 6 Accounting firm
- Excellent business sense and marketing-oriented skills
- Interest in technology and technology based mobility solutions an advantage
- Strong planning and organizational skills with an analytical and innovative mind
- Ensuring the relevant tax returns are correct and filed on time
- Providing indirect tax advice to colleagues in the business, whether in relation to client transactions and new products or queries from the Functions such as Sourcing, HR and Legal
- Managing day-to-day relationships with tax authorities in relation to indirect tax matters
Qualifications for tax advisory
- Chartered Accountant or Tax Lawyer
- Welcomes and actively responds to feedback
- A degree in Tax Law is preferred or any other business related discipline (Accounting / Finance) with a strong focus on tax matters (previous internship in a tax department of a bank or a tax consultancy firm)
- Respond to client inquiries, Internal Revenue Services, and state and local tax notices
- 5+ of progressive tax compliance and/or tax consulting experience
- Preferred 2-3 years' full-time related working experiences with accounting or corporate service providing companies in relevant job scope
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Tax Advisory Job Description
Job Description Example
Our growing company is hiring for a tax advisory. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax advisory
- Understands nuances of federal, state and local tax risks, plus some international experience
- Identifies the need for new products and develops/suggests innovative solutions to clients and client team members
- Supports & assists in the design, development, and marketing of tax insurance & risk products
- Identify and research tax and client requested inquiries
- Responsible for formal and informal training tax team members through teamwork and leadership
- Continuation of your educational and career growth through internal training programs, self-study and external organizations
- Be providing tax consultancy services regarding compensation structures, equity-based schemes, executives' remuneration and expatriate planning
- Be in charge of files for a large variety of clients, including Luxembourg-based individuals, expatriates, and executives, involved in a wide variety of industries
- Be responsible for leading, supervising and coaching the team that will work closely under your responsibility
- Develop the GES department by participating in business development and eminence activities such as conferences, seminars, newspaper articles or brochures
Qualifications for tax advisory
- Strong business writing skills in both English and Chinese fluent spoken English language and Mandarin
- Providing general tax advice advice on corporate restructuring, transaction advisory and mergers and acquisitions engagements
- Preferred with at least 5 years' full-time related working experiences with Big Four or any reputable corporate service providing companies in relevant job scope
- Excellent inter-personal skills with the confidence to liaise with experienced Tax Directors at clients and the ability to manage multiple service line client engagements
- A high level of self-motivation and the willingness to learn new tax new areas of tax
- The ability to multi-task and the possession of strong organisational skills