Tax Consultant Job Description
Tax consultant
provides advice to the Front Office and Infrastructure functions on all aspects of Israeli taxes; corporate income tax, capital taxes, withholding taxes, employment and operational taxes, VAT, CRS/FATCA.
Tax Consultant Duties & Responsibilities
To write an effective tax consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included tax consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Support the development of tax positions on matters of tax law and tax accounting policy affecting fund investments, RIC positions, fund distributions and elections, and other tax positions
Strive towards learning client accounting/tax systems and processes
Work with the Fixed Asset Department to provide technical expertise, interpretation and application of tax law with regard to Fixed Assets in designing systems, policies and tax positions
Draft several different claims and documents from scratch
Review incoming documents and have applicable knowledge towards resolving any issues
Light travel to and from corresponding client locations
Reply to all inquiries from clients and the state
Provide tax support for partnership funds, including support of other teams relating to regulatory filing requirements (such as FATCA and CRS) and investor queries, assisting in preparation of tax estimates and review of tax returns
Market / regulations changes
Client feedback / initiated change
Tax Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Consultant
List any licenses or certifications required by the position: CPA, SARS, VAT, SAP, SHRM, ACCA, FICO, CPP, RE, LLM
Education for Tax Consultant
Typically a job would require a certain level of education.
Employers hiring for the tax consultant 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, Economics, Education, Law, Management, Graduate, Business/Administration
Skills for Tax Consultant
Desired skills for tax consultant include:
Microsoft Office products — Excel
Word
Computer functions
Payroll taxes and taxing authorities
Microsoft Office suite of applications
Our clients' businesses
Industry tools
Various operating systems
Tax law
Accounting
Desired experience for tax consultant includes:
CICA In-Depth Course, preferred
Trust & Estate Practitioner Designation (TEP), an asset
Experience with CCH TaxPrep, MS Office, and Caseware
A general understanding of cross-border US income and estate tax matters would be an asset
Ability to work in a small team structure
Available to travel 10% to 15% within the U.S
Tax Consultant Examples
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Tax Consultant Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax consultant
- Demonstrate professionalism and competence with client matters, , personal growth
- Focus on client requests, be responsive to client changes and develop strong relationships with client personnel
- Responsible for training tax team members through teamwork and leadership
- Demonstrating professionalism and developing collaborative skills in dealings with internal and external clients
- Assisting in development of potential opportunities and contacts for Real Estate Solutions
- Continuation of your educational and career growth through self-study, CPA exam preparation and internal/external CPE courses
- Prepare projections of regular taxable income, alternative minimum taxable income, and earnings & profits
- Document the Company’s positions with regard to income tax exposures (FIN 48)
- Support the Vice President and Director of International Tax on tax planning projects, tax return reporting and tax reporting
- Perform and document critical research and analysis related to global tax planning initiatives, mergers and acquisitions, cross-border transactions, transfer pricing, and tax credit opportunities
Qualifications for tax consultant
- 3 years or more of professional experience (research credit experience preferred, but not required)
- Degree educated or equivalent practical experience, preferably in a finance related space
- Experience should include strong tax research and quantitative skills
- Ensure all signatures are on the returns, mailed
- Answer day to day inquiries regarding what should be classified as a 1099 vs
- Ability to work with minimal supervision, to meet deadlines and under pressure
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Tax Consultant Job Description
Job Description Example
Our company is growing rapidly and is looking for a tax consultant. 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 consultant
- Focus on providing business tax return compliance (including projections, and tax accounting for U.S. federal, state and international tax matters) and related advisory services
- Provide high end business support to GBS users and end-users related to tax processes, on questions or problems
- Is part of SAP production support governance activity related to tax and legal compliance
- Conduct discussion with local internal or external tax expert to assess impact on SAP tax processes, related to a new business development, or new tax and legal requirement
- Lead and manage change management process between tax operations, Data and IT groups, for any tax and legal changes
- Provide Tax support to release manager and GBS for SAP regression testing
- Provide subject matter expertise on data
- Serves as an enquiring mind by networking externally with Tax and SAP community, researching new tools and technologies, best practices, methods
- Influence and work with GPO and Tax stakeholders at improving tax compliance
- Advise clients in a range of different industries on corporate tax matters
Qualifications for tax consultant
- Proficiency with online research tools RIA, BNA, and CCH a plus
- Professionalism, well-organized, enthusiastic, self-motivated team player, with a thorough, systematic approach, and the ability to work to deadlines
- Working carefully and detail is strongly required
- High commitment required
- Ability to travel to client locations nationally
- Research into local and offshore legislation and case law
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Tax Consultant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax consultant. 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 consultant
- Assist with the monitoring the Wage Type listing, ensuring all wage types are set up correctly for income and tax reporting purposes
- Provide support for and manage any payroll tax audits for the US and Puerto Rico
- Lead special projects aimed at assessment of tax implications and optimization of tax aspects
- Pulls and copies invoice to support refund claims
- Researches and analyzes federal, multi-state and local tax issues and communicates the analysis results to management
- Gathers data, enters data, and prepares tax refund claims
- Works with large data received in different formats to prepare refund claims
- Provide front-line product and process support for our team members using both functional and technical expertise
- Provide creative solutions to UltiPro configuration challenges
- Provide opening balance reconciliation balancing legacy numbers to UltiPro generated amounts
Qualifications for tax consultant
- Involvement with some practice management issues associated with the VAT department, such as work-in-progress monitoring
- Assisting with presenting and conducting VAT training workshops for clients
- Prior UK VAT experience gained within professional services or HMRC
- Strong team skills with good organisation, planning and leadership skills
- 3-5 years of experience in providing generalist tax services
- Prior Big 4 experience a plus, other similar organizations as well
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Tax Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for a tax consultant. 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 consultant
- Assist with tax accounting analyses related to stock and asset acquisitions
- Participate in process improvement initiatives to streamline and better link tax and accounting related activities
- Thoroughly research and resolve complex escalated tax account matters to reduce additional liability and meet service requirements
- Manage maintenance reports to proactively identify and resolve discrepancies prior to submission of tax returns
- Provide internal and external clients with support and guidance on escalated employment tax matters
- Monitor tax cases to ensure commitments, deadlines and service requirements are met
- Analyze results and provide recommendations to improve results
- Partner with Manager to identify and develop training and development plans to address knowledge and performance gaps
- Assist with training and mentoring of associates
- Provide feedback and recommendation on associate performance
Qualifications for tax consultant
- Strong interpersonal, written and oral communication skills with an ability to work effectively within a team, on one’s own initiative
- Fluent in French, an asset
- Fund level domestic regulatory taxation issues
- Investor level taxation reporting regimes
- Candidates should have strong knowledge and understanding of financial instruments and the U.S. tax treatment around these instruments
- Position Requires Travel as necessary but less than 20%
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Tax Consultant Job Description
Job Description Example
Our growing company is hiring for a tax consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax consultant
- Prepare income tax returns for individuals/companies/trusts/partnerships as per applicable Tax Laws
- Provide administrative and operational support as required
- Extensive communication with the team regarding client status and providing feedback on client progress
- Assist in expanding the tax advocacy service segment by participation in initiatives to identify business opportunities and generate revenue grAssist with other engagements as needed
- Responsible for the preparation of the Federal income tax return including related workpapers, schedules, and analysis of trial balances to determine appropriate tax treatment of Company activities
- Responsible for the preparation of State income tax returns including analysis of nexus, state taxable income, state apportionment factors, tax credit utilization and net operating losses
- Participate in process for tax audits of Federal income tax, state income and franchise tax
- Research Federal and state tax legislation and regulations in connection with domestic tax compliance, audits, and tax planning
- Interact with corporate and subsidiary financial personnel to obtain information for completion of tax returns, administration of tax audits and provide tax advice and assistance
- Play significant role in the preparation of quarterly and annual calculation of U.S. GAAP worldwide tax provision
Qualifications for tax consultant
- Minimum B grade in Maths GSCS or equivalent
- Minimum of 300 UCAS Tariff Points or equivalent
- Ability to prioritise workload, work on multiple assignments and mage ambiguity
- Ability to work both in a team and independently with professionals at all levels
- 10+ years of tax experience including heavy tax provision experience
- Advising on VAT saving for clients and identifying exposure in respect of VAT