Tax Assistant Job Description

Tax Assistant Job Description

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Tax assistant provides planning and compliance subject matter expertise for one or more tax specialty areas (, bank taxation, insurance taxation, state taxation, investment tax issues).

Tax Assistant Duties & Responsibilities

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

Sample responsibilities for this position include:

Should be able to create and change basic formulas in an excel spreadsheet work with print parameters to be able to print large files
Access to an extensive range of tax experts advisory and accounting specialists
Handling audit requirements
Assisting in managing external service providers in handling tax litigations or any queries in relation to same
Reviews and/or prepares the-per-share distribution calculations the Section 19 calculations and notices
Reviews foreign tax returns for accuracy and completeness
Proofreads, edits and formats a variety of documents
Process tax returns in hard copy and via E-file
Assists with implementation procedures and paperless training within the tax department
Processes extensions

Tax Assistant Qualifications

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

Licensing or Certifications for Tax Assistant

List any licenses or certifications required by the position: CPA, SHRM, NRA, WHT, CPE, UK, CEM, CMVP, CAP, CPS

Education for Tax Assistant

Typically a job would require a certain level of education.

Employers hiring for the tax assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Economics, Business/Administration, Taxation, Education, Associates, Law, Accountancy

Skills for Tax Assistant

Desired skills for tax assistant include:

Accountancy principles
Computer literacy
UK corporate taxation
Generally Accepted Accounting Principles
UK corporate taxation and preferably an awareness of international tax issues
Administrative procedures
Regulations
Rules
Tax regulations and laws in Indonesia
Accounting principles and practices

Desired experience for tax assistant includes:

Schedules meetings, conferences and training sessions
Sets up conference rooms for meetings
Records and distributes publications
Takes messages and returns phone calls, as appropriate
Maintains Due Date list
Generates and tracks engagement letters, and maintenance of control log

Tax Assistant Examples

1

Tax Assistant Job Description

Job Description Example
Our company is searching for experienced candidates for the position of tax assistant. 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 assistant
  • Processes tax extensions, Master Service Agreements and addendums
  • Performs quality control review of tax returns and data entry and reconciliation in a variety of systems
  • Functions as the technology liaison for the group providing training on new software to tax group
  • Scans and files documents in electronic filing system
  • Updates internal website for the region’s tax group using SharePoint
  • Coordinates and leads implementation of new firm tax software in compliance with firm standards
  • Enters and maintains client service professionals assignment schedules
  • Tracks due dates and communicates status to appropriate person in charge
  • Assists with expense reports
  • Provides backup reception rotation coverage and IT assistance as necessary
Qualifications for tax assistant
  • Reviews calendars and anticipates logistical opportunities or needs to assist assigned Partners and Senior Managers
  • Coordinates meetings including preparing meeting materials, coordinating catering, and sending meeting appointments via Outlook as appropriate
  • Prepares and sends mail including arranging courier service and FedEx shipments
  • Minimum 5 years of post CA qualification
  • Willingness to work in different time zones to support clients.Big 4 tax background preferred.\
  • Taxation experiences within a shared services environment or financial services
2

Tax Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a tax assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax assistant
  • Ensure the format and presentation of the documentation is correct
  • Assist to identify new opportunities to standardize and/or prepare the documentation in a more effective manner
  • Creates and finalizes binders in Pfx
  • Processes tax returns
  • Process reimbursement requests
  • Coordinate conference/ meeting schedules, access to building, and registration of visitors
  • Complete ad hoc projects upon request
  • Coordinating with tax authorities
  • Working on VAT returns on behalf of the clients
  • Submitting the VAT returns on time
Qualifications for tax assistant
  • Assisting the Head of Tax to manage ad hoc queries from the business and getting involved in project work when required
  • 1+ year of Executive / Administrative Assistant experience
  • Past Tax and VAT experience would be an added bonus
  • A keen interest in Tax and accountancy
  • Ensure day-to-day tax compliance and make continuous effort on efficiency improvement, including monthly, quarterly and annual tax filing, tax P&P setup and improvement, etc
  • Tax planning and support for various business opportunities, provides doable tax advice
3

Tax Assistant Job Description

Job Description Example
Our growing company is looking to fill the role of tax assistant. 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 assistant
  • Work closely with tax leadership to support all aspects of the tax department , its principals, clients and staff
  • Support all aspects of the tax department, to include but not limited to ordering tax supplies/research materials to managing E-file system and other tax software management
  • Assemble and process tax returns and process extensions as needed
  • Perform full administrative duties including typing memorandums and engagement letters, correspondence, documents and reports, usually from rough draft, and edit for grammar, punctuation, and spelling as needed
  • Prepare, in draft form, routine correspondence as requested and organize workload to comply with deadlines and priorities established by the principals
  • Communicate messages to principals, managers, and staff to resolve client questions on a timely basis
  • Covers phones/reception area as back up
  • Designated GFR tax champion for group
  • Learning Network Resource for office
  • Maintain and coordinate calendars and conference rooms, schedule appointments and meetings
Qualifications for tax assistant
  • High level of proficiency with Microsoft Office Suite, including advanced capabilities using Word and Excel
  • High level of organization and ability to efficiently complete multiple projects with limited supervision
  • Experience in a public accounting, finance or legal firm is preferred
  • Two years of administrative experience in an office environment
  • Ability to work additional hours as needed around tax deadlines
  • Managing and consulting to a portfolio of medium to large corporate clients, locally and internationally
4

Tax Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a tax assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax assistant
  • Communicate messages to staff to resolve client questions on a timely basis
  • Perform routine clerical tasks including scanning and data entry and mailroom duties
  • Work as a team player in meeting the needs of the office personnel
  • Detail review of all federal, state, and local tax returns for all NSK Americas, inc. , entities - income, franchise, sales/use, and property taxes
  • Oversee tax compliance calendar
  • Review monthly tax journal entries
  • Prepare parts of and detail review other parts of quarterly/annual tax provisions
  • Review quarterly tax reconciliations
  • Assist with or manage the outsourcing of special projects, such as transfer pricing, securing various tax credits/incentives, federal/state audits, (responsibilities will vary based on project, previous experience)
  • Manage 5500 compliance process - lead internal data collection/organization process and coordinate process with outside consultants
Qualifications for tax assistant
  • Minimum Bachelor/Master Degree from reputable university with excellent academic
  • Part Qualified AITI and/or professional accounting qualification
  • A recognised tax qualification such as the Association of Taxation Technicians is preferred
  • Alternatively the role would suit a newly, or part, qualified student in ACCA or CIMA
  • An open, hospitable service attitude towards clients and a friendly, ethical but business like attitude towards internal and external interlocutors
  • A knowledge of Alphatax Corporation Tax software and Caseware Accounts software would be an advantage but is not essential
5

Tax Assistant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of tax assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax assistant
  • Will assist in replenishing and maintaining inventory of Boston office stationary and general office supplies including office coffee service
  • Must follow established firm policies as they relate to client matters and employee personnel policies
  • Provide clerical assistance to the group by assembling and filing tax returns
  • Manage tax organizer/engagement letter mailing
  • Provides outstanding personalized service to High Net Worth clients
  • Resolves client issues in a timely and courteous manner
  • Ensure clients are quickly connected to the appropriate person with the expertise to meet their needs
  • Respond to client and client team regarding general inquires (copies of returns
  • Download client tax forms from system
  • Maintain all required Account Master and Tax Return field in Tracking
Qualifications for tax assistant
  • Competence in Excel, Word, Alphatax
  • Degree in Accounting/Economics/Taxation from recognised universities or any professional qualification
  • Bachelor’s degree in Economic, Finance and Accounting or related
  • Accounting and/or Tax qualification (ACA, ACCA, CTA or equivalent)
  • 2 years experience in an Accounts Receivable environment
  • 10 key data entry preferred

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