Tax Coordinator Job Description
Tax coordinator
provides support for federal and state income tax compliance with primary focus for sales & use and business personal property taxes.
Tax Coordinator Duties & Responsibilities
To write an effective tax coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included tax coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Gathering FLT information from the IS/CC and identifying out-of-balance and deposit variance issues
Meeting quarterly deadlines for timely workflow
Coordinates quarter close process for FLT clients to ensure timely close
Responds to Client Service/Conversion/Sales helpdesk inquires on FLT
Escalates client urgent inquires as appropriate
Receives and maintains FLT folders
Enters current and prior quarter liability and deposit information and FLT balance report data into FLT spreadsheets
Troubleshoots out-of-balance conditions by comparing FLT spreadsheet with FLT Balance report and information from client source documents
Identifies in-balance FLT clients requiring debit approval and informs IS/CC of debit requirements to obtain proper debit authorization from the client
Notify clients via letter and updated Quarterly Tax Verification form of FLT Complete status
Tax Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Coordinator
List any licenses or certifications required by the position: CPA, EA, IRS, FPC, W9, CPP, ASI, ASCO, GMS, SAP
Education for Tax Coordinator
Typically a job would require a certain level of education.
Employers hiring for the tax coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Education, Business, Business/Administration, Associates, Math, Communication, Technical, Law
Skills for Tax Coordinator
Desired skills for tax coordinator include:
Microsoft Office Suite
Basic Federal and State tax law and regulations
Fuel Tax
Homeowners Association helpful
Payment processing for property taxes
Google suite of applications
Internal controls and compliance protocols
MS Excel
Microsoft Excel
Professional services environment
Desired experience for tax coordinator includes:
May update level of service indicators and submits balanced spreadsheets to Tax Central
Maintains FLT logs and tracking tools, to insure timely completion of all steps of FLT process, including 15/30-day notifications, spreadsheet submission, out-of-balance resolution, debit approval, FLT Complete notification
Assisting with global project documentation and progression, maintenance of documentation databases, securing signatures
Carries out defined ad hoc and routine tasks
References documented processes, previous instruction and established guidelines to address challenges
10% File exempt certificates and organize tax dept files
Tax Coordinator Examples
1
Tax Coordinator Job Description
Job Description Example
Our company is searching for experienced candidates for the position of tax coordinator. 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 coordinator
- Experience preparing business licenses or permits for multiple states or municipalities
- Experience preparing unclaimed property tax returns
- Strong proficiency with Excel, Word, and Internet research
- Able to prioritize work and meet multiple tight deadlines
- Reconciling payroll controls to quarterly and annual returns prepared by ADP Payroll Tax Services to W-2 and Form 1099 filing
- Reviews and reconciles time off balances for accuracy
- Supports special projects as directed
- Prepare all business licensing, annual reporting and permitting for practice hospital locations
- Prepare multi-state sales/use, property tax and miscellaneous other tax returns
- Research multi-state licensing requirements (business, occupation, etc) and sales and use tax regulations
Qualifications for tax coordinator
- Our Brazilian operations and will be based in São Paulo
- Experience – minimum of 3 years continuous full-time payroll tax experience working with multiple EIN’s and multi-state payrolls
- Associate degree from an accredited college, or equivalent experience/combined education
- Experience and knowledge in SAP and Workday payroll and Kronos time management systems general computer skills, MS Project, Excel, Word, PowerPoint, SharePoint
- Provide property tax and sales and use tax documentation to assist during audits
- Bachelor’s degree in Finance, Accounting, or related field is preferred, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities
2
Tax Coordinator Job Description
Job Description Example
Our company is growing rapidly and is hiring for a tax coordinator. 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 coordinator
- Assist with sales and use tax audits by gathering and copying documentation, making telephone calls to obtain customers’ exemption/resale certificates
- Run a query to review and change taxability for newly created accounts on a daily basis
- Provide personal property tax estimates to FIS for new contracts and fulfills weekly FIS requests for actual billing
- Reconcile the personal property receivable account on a monthly basis, in addition to coordinating the personal property extracts being reported to external tax Consultant for filing the personal property tax returns
- Monitor the asset converted files for accuracy and proper record keeping
- Prepare and file Business and Occupation tax returns for applicable jurisdictions
- Work on miscellaneous projects as assigned by Tax Manager and Associate Tax Manager
- Additional duties including sending out IRS Forms W9 and other exemption certificates upon request
- Performs daily tasks related to payroll tax including, but not limited to, Federal and state tax form entry, payroll/tax adjustments and tax reconciliations, identify variances and perform reconciliations, payroll input as needed
- Ability to complete a gross pay to net pay payroll calculation outside of the payroll system and explain to Associates with questions about their pay
Qualifications for tax coordinator
- Experience with state and local business reporting and licensing is preferred
- Accurate and timely preparation of sales and use tax returns
- Correct invoices for tax billing errors
- Provide sales tax support to branch locations
- Maintain accurate sales tax rate and tax code setup in NDS
- Receive, scan, and maintain exemption certificate files
3
Tax Coordinator Job Description
Job Description Example
Our innovative and growing company is looking for a tax coordinator. 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 coordinator
- Reviews payroll system output for errors and makes necessary corrections in the system
- Identifies tax risks and opportunities in international operations
- Preparation of Tax Provisions, Tax Returns, Tax Compliances, and Tax Audits
- Controls Intercompany Agreements from a tax and legal point of view, coordinating information requirements with sectors involved
- Demonstrates research and planning as needed for select projects
- Defines the outline for the design of the Tax Balanced Sheets
- Provides advice on tax bills assisting in the preparation of the arguments and tax bills to be filed to control bodies, explaining technical aspects of projected bills coordinating them with external tax advisors
- Managing and maintaining a consistent, high quality tax advisory service (tax and tax related aspects of finance, customs, labour, land, currency legislation ) to all user departments within EEA as necessary
- Support eligible clients in the preparation and proper disposition of federal and state income tax returns
- Provide solutions or assist in the final product
Qualifications for tax coordinator
- Proficient knowledge and skill with Microsoft Office is essential
- Part-Time Position - approximately 25 hours per week
- Experience with OneSource Income Tax software preferred
- High School Diploma, GED or equivalent or military experience
- At least 2 years of payroll tax experience
- At least 1 year experience with Multi-State payroll (5,000+ employees)
4
Tax Coordinator Job Description
Job Description Example
Our company is searching for experienced candidates for the position of tax coordinator. 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 coordinator
- Coordinate electronic tax filing training with Internal Revenue Service (IRS) and for special duty personnel and community volunteers
- Assist with resolution of tax problems
- Coordinate, monitor, train and assist Unit Tax Advisors
- Maintain federal and state tax forms
- Handle incoming and compose/review outgoing correspondence related to income taxes
- Procure tax software, research materials and basic office supplies
- Prepare legal instruments under attorney supervision
- Use variety of automation hardware and word processing software
- Prepare various personal property tax renditions, includes filing electronically or via mail
- Creates marketing materials for use by practice group members and others in pitches, proposals, and other promotion
Qualifications for tax coordinator
- Course work in Finance and/or Accounting from an accredited college or university is desirable
- Professional certification - Fundamental Payroll Certification or Certified Payroll Professional
- 1+ years experience with Workday HR System
- 1+ years experience with case management systems
- 1+ years experience with ADP Smart Compliance
- Good organization skills, ability to multi-task, meet strict deadlines and deliver high quality work
5
Tax Coordinator Job Description
Job Description Example
Our company is searching for experienced candidates for the position of tax coordinator. 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 coordinator
- Process high-volume, time-sensitive tax filings (quarterly and annual), including copying returns, gathering supporting documents, obtaining check requests, preparing certified mailings and maintaining tax return files
- Prepare basic tax forms (training will be provided) and enter information in tax preparation software
- Prepare various tax forms and/or filings (such as F8802, F720, F5713, F5472 information, 10425 FBAR, residency certificates, ) as part of tax compliance requirements and/or business support
- Effectively communicate with the tax team, other departments and external parties
- Approach work proactively, looking for ways to improve current processes and anticipating the needs of the team
- Work to achieve objects and deliver results with a short term, operational focus as part of the department targets
- Manage cost centers and support cost center manager in all financial tasks
- Prepares, analyzes, and tracks expatriate payroll, compensation, benefits, global mobility and other assignment-related issues
- Supports the global tax compliance process, assisting with tax returns, statements, elections
- Responsible for updating schedules, databases, organizational charts and other tax tools as changes occur in the legal entity structure, tax laws
Qualifications for tax coordinator
- Oracle and sales tax software experience is a plus
- Experience and proven ability to be organized in a high volume or fast paced environment
- Ability to analyze data and recognize, investigate and resolve discrepancies or inconsistencies
- Must be an “Accountant” registered in Mozambique
- Degree/ MBA in the relevant discipline
- Previous experience in an accounting firm is considered a plus