Tax Analyst Job Description

Tax Analyst Job Description

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Tax analyst provides analytical and data-driven decision-making support with ability to adapt to evolving data architecture, infrastructure, and tools.

Tax Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Extract information from SAP, archives and liaise with BU departments and GFO teams to obtain supporting information required for tax audits
Assist clients with meeting various tax obligations CGT, VAT, CT
Work with the Payroll Tax Manager and Service Center Documentation team to organize and facilitate ongoing development, evaluation and maintenance of documentation (e.g., Standard Operating Procedures, Work Instructions) to ensure complete, accurate, and up-to-date depiction of processes
Understand broad Payroll strategies
Adhere to company, department, and team standards of professionalism and protocol
Assisting with tax provision process by preparing reports and schedules
Prepares federal, state, local, and partnership tax returns
Analyze tax to determine liability
Collaborate with Tax Managers and peers on various projects
Research complex tax matters

Tax Analyst Qualifications

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

Licensing or Certifications for Tax Analyst

List any licenses or certifications required by the position: CPA, REIT, MST, AP, US, EA, IRC, SARS, W8/W9

Education for Tax Analyst

Typically a job would require a certain level of education.

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

Skills for Tax Analyst

Desired skills for tax analyst include:

Excel
Tools
SAP
Obligations
Ability to adapt as needed
Ability to leverage that information in creating customized customer solutions
Ability to manage the major responsibilities
Ability to utilize tax laws
Accountabilities
Anticipating

Desired experience for tax analyst includes:

Assist in compliance issues
Preparation / review of corporate tax returns
Preparation / review of tax accounting disclosures for local and group accounts
A working knowledge of tax reporting issues and processes for multi-territory groups, sufficient to allow effective liaison with (and occasional support to) the group tax reporting team (US GAAP experience an advantage)
Exposure to international taxation issues such as transfer pricing and double tax treaties
UK Senior Accounting Officer regime

Tax Analyst Examples

1

Tax Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of tax analyst. 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 tax analyst
  • Preparation of Quarterly tax computations for income tax and deferred tax and related journal vouchers for posting into the ledger
  • Computation and monitoring of VAT apportionment status
  • Prepare provisional tax computation and return for review by LEC
  • Support monthly reconciliation of tax related GL accounts and follow up of reconciling items
  • Ensure correct categorization of payments made to Revenue Authorities for all taxes by reviewing Revenue Authority statement of accounts and following up with Revenue Authorities on errors identified
  • Support the LEC in coordinating and managing tax audits by Revenue Authorities for the legal entities under scope
  • Preparation of monthly VAT Computation and withholding tax computations, Return and payment requests and prepare related journal vouchers for posting into the ledger
  • Support in the Quarterly update of the Deferred Tax listing of permanent and temporary difference for all balance sheet accounts
  • Follow with revenue authorities on tax clearance certificates by completing and submitting the relevant on-line forms
  • Research on and respond to ad hoc tax queries and related assignments as may be allocated by the LEC and respond to queries from the Business clients
Qualifications for tax analyst
  • Good understanding of tax concepts
  • Strong numerical analysis and data interpretation
  • Keen interest in maintaining knowledge of tax legislation changes
  • Strong accounting and tax accounting experience highly preferred
  • Working knowledge of CorpTax preferred
  • Bachelor’s degree in Accounting, CPA and/or Master’s degree preferred
2

Tax Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for a tax analyst. 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 tax analyst
  • Operates PowerTax and Provision modules of PowerPlant, including handling and documenting necessary upgrades and maintenance
  • Researches and provides guidance regarding proposed and enacted changes in sales tax laws, including sales taxability of purchases and sales
  • Maintains a current knowledge of changes in tax laws, regulations, and reporting requirements
  • Support tax planning initiatives, credits & incentives opportunities, and special projects such as business acquisitions and divestitures and provide analysis of specific tax impacts
  • Prepare Canadian federal and provincial income tax returns
  • Prepare various other miscellaneous income tax returns
  • Gather information necessary to prepare tax returns and complete special projects through interaction with accounting and financial personnel
  • Prepare forecasts and other analyses
  • Perform technical research and prepare documentation to evidence conclusions reached
  • Identify, recommend, and complete special projects to improve efficiencies within the department
Qualifications for tax analyst
  • Good corporate tax knowledge
  • Must have at least 1 year of tax experience
  • Staying abreast of tax developments
  • Experience with CCH TaxPrep, CRA Represent a Client, MS Office, Caseware
  • Minimum two years, recent experience in a professional tax services environment
  • 1+ years of relevant compliance experience in public accounting or an industry tax department
3

Tax Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a tax analyst. 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 analyst
  • Assist in accounting department with reconciliations
  • Preparation of state indirect tax returns (sales/use, personal property, business license)
  • Gather and Analyze data to assist in preparing sales and use tax returns property tax returns
  • Maintain and reconcile the tax general ledger, including tax fixed asset books
  • Ensure all tax filings and payments are made in a timely manner
  • Assist the Tax Manager with any additional projects as needed
  • Assist with data analysis of US tax return systems including but not limited to extracting and analyzing data from US tax return systems to ensure completeness and accuracy of reporting (including Sec
  • Prepare all periodic tax returns on a timely manner using applicable ERP systems
  • Keep neat and updated tax archive
  • Reconcile Tax related accounts monthly and identify the adjustments needed to align those accounts
Qualifications for tax analyst
  • Strong time management and organizational/record-keeping skills
  • Ability to multi-task, use independent judgment and sound decision making skills, and have the ability to work independently with minimal management oversight
  • Commercial and Technical Competence – research and document tax issues of moderate difficulty
  • Professionalism – understands context of meetings and asks questions appropriately
  • Process-oriented – hours at work are productive
  • Team-oriented – cooperative, professional team member
4

Tax Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a tax analyst. 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 analyst
  • Maintain all compliance records in accordance with document retention policies
  • Prepare fixed asset rollforwards reflecting beginning balances, additions, dispositions and other adjustments for Book, Tax, AMT and ACE
  • Prepare forecast depreciation and projections on an as needed basis
  • Prepare certain tax returns and/or supporting workpapers, schedules
  • Prepare tax account reconciliations, journal entries, check requests, SOX testing, tax research
  • Preparation and management of multi-state monthly, quarterly and annual sales and use tax filings, GST/HST and VAT tax filings and other miscellaneous tax filings
  • Maintaining the tax compliance calendar
  • Reviewing and maintaining the tax exemption process
  • Attending routine meetings with business Managers, Analysts, and Staff to monitor new transactions and activities for tax planning or reporting opportunities
  • Ensuring deep and up-to-date knowledge transfer on related tax laws and changes to proactively provide information to the business for immediate action
Qualifications for tax analyst
  • MST or MBA preferred
  • Strong desire to develop a career path
  • Prior knowledge of web based tax software desired, knowledge of Microsoft office
  • Exceptional Tax knowledge
  • Assist with the preparation of the necessary paper work in the different Fiscal inspection and Fiscal information requirement (AFIP, CABA, ARBA, Tucuman province, etc)
  • Collaboration in gathering and analyzing documentation for CM05 filings
5

Tax Analyst Job Description

Job Description Example
Our growing company is looking for a tax analyst. 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 analyst
  • Coordinate and support efforts to gather data and information to claim relevant income tax credits and incentives at the federal, state and international levels (i.e., R&D Credits, Section 199)
  • Review calculations and workpapers
  • Coordinate and participate in technical discussions and reviews
  • Support income tax audits
  • Identify areas for process improvements and coordinate with Tax Technology Team to facilitate streamlining and automation of recurring calculations
  • Preparation of Irish corporation tax computations and returns and all other relevant claims and elections for all the Irish legal entities
  • Compile requested financial information for Canadian tax returns
  • Monitor and support local country tax compliance processes
  • Perform accounting activities in compliance with HP accounting policy
  • Assist HP tax or finance global projects
Qualifications for tax analyst
  • Public accounting or corporate tax experience, preferably with federal, state and local compliance experience
  • Maintains high quality standards for all work products, and continuously drives for efficiency and improved performance
  • In support capacity, works with a high degree of urgency and responsiveness, taking responsibility for seeing that all deadlines are met, and that colleagues receive prompt responses
  • Strong organization skills necessary to maintain complete and accurate tax files and manage tax due date calendars to ensure timely filing of tax returns and payment of taxes
  • Manages multiple priorities, competing deadlines, and shifting degrees of urgency, with calm diligence and a positive attitude
  • Communicates proactively with team, not just when activities are completed, acknowledging requests from colleagues

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