Tax Lead Job Description
Tax lead
provides technical assistance to the tax compliance and tax audit groups in preparation of tax returns and IRS and state examinations of filed returns.
Tax Lead Duties & Responsibilities
To write an effective tax lead job description, begin by listing detailed duties, responsibilities and expectations. We have included tax lead job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide assistance and support for federal income tax audits
Process check requests and payments to different state and federal tax authorities
Help respond to state and federal tax notices
Preparation of Form 5471 for controlled foreign corporations including determinations of U.S. inclusions and foreign tax credits
Preparation of Form 8865 for controlled foreign partnerships
Preparation of Form 8858 for disregarded foreign entities
Preparation of Form 1120 for foreign branches
Preparation of quarterly forecast
Assisting in tax planning analysis for acquisitions, dispositions and reorganizations relating to the company’s foreign operations
Maintaining E&P and tax pool, analyzing tax basis and E&P to R/E reconciliation
Tax Lead Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Lead
List any licenses or certifications required by the position: CPA, ITIL, SAP, MBTI, SHRM, EA, ACCA, MTAX, CPP, FPC
Education for Tax Lead
Typically a job would require a certain level of education.
Employers hiring for the tax lead job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Education, Business, Economics, Taxation, Law, Associates, Business/Administration, MBA
Skills for Tax Lead
Desired skills for tax lead include:
Vertex
Billing systems
RIA
Various tax systems
Tax technical areas associated with individual tax returns
Artificial intelligence technical skills are
Accounting principles and SOX requirements
Excel and proficiency with all Microsoft Office applications
Federal
Multi-state taxation compliance
Desired experience for tax lead includes:
Performing tax research and financial data analysis
Participation in various country and regional coverage meetings and calls
Training junior staff
Assisting tax accounting, internal and external audit requests
Assisting in ad hoc special projects
Monitoring international tax developments (ex
Tax Lead Examples
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Tax Lead Job Description
Job Description Example
Our company is looking to fill the role of tax lead. 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 lead
- Reconcile and analyze the property tax accounts versus the General Ledger and budget forecasts
- Help develop and help oversee the implementation of tactics and strategies
- Identify and pursue property tax savings opportunities
- Proactively research, produce, monitor and analyze property tax rules, regulations and legislation
- Assist in the development of process and policy specifications
- Negotiate and agree valuation issues with various local and state governmental agencies
- Contribute to the identification and formulation of strategic objectives specific to property tax
- Develop and utilize peer group network
- Serve as SME in multiple areas
- Lead the daily activities and workflow of assigned employees
Qualifications for tax lead
- Intermediate to Advanced level of expertise in Microsoft Word, PowerPoint, Excel, Adobe Professional, Outlook, and web based applications are required
- Ability to multi-task and manager priorities
- Minimum of 4 years recent tax/business services experience
- Must have bank trust tax experience or equivalent high volume in fiduciary tax preparation experience
- Experience with Thomson Reuters Onesource Trust Tax system
- Experience with Global Plus Trust Accounting System
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Tax Lead Job Description
Job Description Example
Our company is looking to fill the role of tax lead. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax lead
- Support hiring & training efforts
- Serve as back-up for Supervisor
- Participate in staffing/recruiting
- Complete internal training on transaction tax software (Sabrix)
- Assist with monthly account reconciliations
- Help generate reports for tax compliance and submit reports to the 3rd party compliance vendor
- Help file US census reports
- Assist in North America & Philippine Tax Audits
- Sales & Use Tax Support
- US Entities & Lease Tax Liability Reports
Qualifications for tax lead
- Previous experience with a Big 4, Fortune 500 company, or a Domestic Financial Services firm
- Minimum of four years of tax administration or related industry experience
- Experience with IBM Cognos Connection
- Region of 3+ years tax, payroll or other relevant experience
- Analytical and data manipulation skills
- Ability to assist with research and analysis of tax implications based on tax laws, cases and treaties
3
Tax Lead Job Description
Job Description Example
Our company is looking to fill the role of tax lead. 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 lead
- Tax Budget Validation for Project Accounting Team
- GST Receivable/Payable Canada Prior Period Clean-Up
- Sales & Use support for close process
- FEIN Application for New Entities
- Global Transfer Pricing Support & Calculations
- US Int’l Tax Provision Support
- US Tax Compliance and Calculations
- US Tax Accounts True-up
- US Tax Account Reconciliations
- General Tax PR & PO Mgmt
Qualifications for tax lead
- Ability to operate effectively in matrixed environment and with diverse disciplines
- Tenacity to progress and conclude enquiries/information requests internally
- Credibility and personal authority
- Bachelor degree in Accounting or closely related field
- Minimum of 1-2 years of experience within public accounting in the tax line of business
- Bachelor's degree in Accounting required and CPA or JD preferred
4
Tax Lead Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of tax lead. 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 lead
- Obtaining Quality and Assurance (Q&A) from the Run the Bank (RTB) organisation
- Managing a small team that implement new regulatory projects from planning, impact analysing, training, testing, and implementing to post go live support
- Participating with Directors and Managing Directors, on the strategic tooling and processes
- Monitoring delivery against open audit points and self identified issues
- Supporting the team with questions and escalating to management when necessary
- Reviewing C&DS procedures to identify and document impacts, on underlying processes, systems, people and the organisational structure
- Working with the team to develop Key Operating Procedures (KOP) and handover the responsibility of KOP’s to the RTB function
- Defining the operational readiness approach and the required training
- Performing quality checks for compliance with project and quality managements standards
- Coordinating and working with the responsible office for FATCA/CRS, technology and tax operations
Qualifications for tax lead
- Tax experience in a major multinational corporate setting in both corporate and public accounting environments
- Ability to handle competing time demands of multiple projects occurring simultaneously
- Requirement for immediate turnaround of advice/decisions with potentially significant impact on documents, transactions, , within short timeframes
- Ability to Coordinate financial analysis alongside multiple business tax advisors and compliance staff across tax teams
- Ability to compile robust financial projections from disaggregated financial data from multiple systems, business segments and geographies
- Ability to operate and deliver on fixed time deadlines, regardless of intervening events is a must
5
Tax Lead Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of tax lead. 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 lead
- Research various federal and state tax related issues
- Working with various Audit teams to pull data, and explain process during internal/external reviews and Responsible Officer attestation process
- Support hiring and training efforts
- Prepare monthly VAT report for the countries
- Reconcile VAT reports, payments and refunds with the balance sheet
- Serve as SME in multiple areas of the processing environment
- Lead the daily activities and workflow of assigned employees who are responsible for processing property tax payments
- Provide client updates/reporting using Excel
- Ensure protocols are being followed and work in completed in an accurate and timely manner
- Application coordinator in the IT Enterprise Systems group focusing on the Indirect Tax applications – OneSource, iGen, Avalara etc
Qualifications for tax lead
- Applicants must be willing to work in Sto Tomas Batangas or Sta
- Candidate must possess at least a Bachelor's/College Degree Finance/Accountancy/Banking, Law Degree or equivalent
- Bachelor’s degree in Accounting, Finance, Business or Economics from an accredited institution
- Masters in Taxation or Accounting and/or CPA preferred
- International tax compliance preferred
- Technical tax research experience and skills a plus