Tax Manager, Senior Job Description

Tax Manager, Senior Job Description

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Tax manager, senior provides tax compliance and advisory services to high net worth individuals and their closely held businesses with foreign investments.

Tax Manager, Senior Duties & Responsibilities

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

Sample responsibilities for this position include:

Review and analyzes financial and tax accounts, records and reports
Ability to mentor, develop and supervise staff and/or interns
Excellent client service attitude
Assist in daily tax functions
Collaborate with various levels of staff
Assist in fund tax operations
Provide tax consulting and advisory services
Receive a copy of the representation the VP of Tax has made to the CFO
Prepare FATCA reports and ensure compliance in accordance with statute
Perform liaison role with accounting, risk management, and loan accounting in order to prepare tax provision

Tax Manager, Senior Qualifications

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

Licensing or Certifications for Tax Manager, Senior

List any licenses or certifications required by the position: CPA, IICC, VAT, PST, HST, GST, EA, ERP, NYSC, MST

Education for Tax Manager, Senior

Typically a job would require a certain level of education.

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

Skills for Tax Manager, Senior

Desired skills for tax manager, senior include:

Closely Held Business/Family Office tax practice team members
Their lives / objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests
ASC 740
FBARs
Client business
Accounting procedures
Client’s businesses
MS Office – Excel
Oracle eBusiness Tax helpful but not essential
PowerPoint

Desired experience for tax manager, senior includes:

Prefer Big 4 (6 or 8) experience
Review on and off balance sheet reconcilements and calculations for reasonableness and errors
Review the tracking of all compliance returns and information schedules
Prepare and/or review compliance items as required
Document GAAP treatment of all SPE's
Respond to various taxing authorities with regard to notices and communicate status to the supervisor

Tax Manager, Senior Examples

1

Tax Manager, Senior Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of tax manager, senior. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax manager, senior
  • Review of PwC prepared tax workpapers and K-1s
  • Participate in REIT testing and annual compliance
  • Prepare Estimate calculations for Management and GP entities
  • Advise business team on tax implications of transactions and advise on optimal vehicle/structure
  • Address investor questions and special requests
  • Research and address IRS notices
  • Obtain, document and relay to tax advisors over 100 PFIC statements from various trustees
  • Calculate and make quarterly and annual tax payments
  • Prepare tax provision calculations
  • Responsible for billing and realization on assigned clients
Qualifications for tax manager, senior
  • Knowledge of Caseware is a plus
  • Drives a team environment
  • Delegating and supervising the tax functions of entry- and staff-level positions
  • Working with managers to perform tax research
  • Communicating with client senior management on all aspects of the tax engagement
  • Assisting in training of entry- and staff-level personnel
2

Tax Manager, Senior Job Description

Job Description Example
Our growing company is hiring for a tax manager, senior. 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 manager, senior
  • Researching tax matters and properly documenting conclusions
  • Responding to domestic tax notices and other tax correspondence
  • Perform research and analysis on income tax accounting treatments and income tax law questions
  • Assist in the implementation of tax provision software for newly integrated operation to ensure that all cumulative balances for new and legacy businesses are properly maintained in a user and auditor friendly system that is flexible and useful for tax rate forecasting
  • Stay current on industry developments and technical competencies using external resources and associations
  • Ensure Company’s income tax accounting review and documentation processes and related systems are in compliance with Sarbanes Oxley internal control requirements
  • Work with local and U.S. international managers on international aspects of the aforementioned
  • Manage international tax filing requirements
  • Manage other tax related responsibilities including VAT, state sales and use tax and property tax
  • Manage audits from aforementioned
Qualifications for tax manager, senior
  • Requires prior accounting and/or tax experience
  • Management and/or mentoring experience with other staff members
  • Pass-through Entities, transactional experience
  • A minimum of 8 years income tax experience, with significant international and/or mergers and acquisitions tax experience
  • Chartered Accountant (CA), CPA, law degree or comparable professional credentials
  • Ability to adapt communications style based on the audience, and a proven skill to synthesize complex technical concepts into plain language for non-specialist audiences
3

Tax Manager, Senior Job Description

Job Description Example
Our growing company is looking for a tax manager, senior. 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 manager, senior
  • Closely monitor Indian tax audits and assist with resolving outstanding tax assessment cases in efficient and effectively manner
  • Fulfill various reporting requirements tax provision packages, tax payment summary within the Global Tax Department
  • Address tax queries from other departments and manage different tax matters in India independently
  • Manage transfer pricing documentation for our Indian entities
  • Assist the APAC Tax Department and work with different stakeholders including India management, Finance, Legal and Treasury teams within the group companies in special projects including merger and acquisitions, restructuring, tax research, cash repatriation, and other initiatives
  • Assist internal SOX compliance and address information requests from internal audit teams
  • Liaise with external advisors and assist with monitoring professional fee budgets
  • In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills by
  • The position will assist the Vice President of Tax in setting tax strategy and identifying potential planning opportunities and ensuring that those strategies and opportunities are implemented timely and efficiently
  • This position will lead or be part of a team that works closely with business partners and members of the tax department to structure and understand transactions, restructurings, and business initiatives to ensure we have documented tax technical advice on the US and local country tax impacts of such activities that can support our reporting, compliance, and on-going tax controversy analysis
Qualifications for tax manager, senior
  • 8-12 years’ of related experience, public and private tax field
  • 7-15 years of experience in public accounting – with a solid compliance background in taxation (Corporations, S Corporations, Partnerships)
  • Previous experience working with/for Healthcare, manufacturing and distribution, Construction/Real Estate, Auto Dealerships and/or Banking industries is preferred
  • Strong client development and relationship skills, strong accounting and analytical skills, and strong research proficiency all strongly preferred
  • Coordinating and discussing specialty services including international, SALT, retirement, and payroll
  • Tax compliance, international tax, structuring or tax due diligence preferred
4

Tax Manager, Senior Job Description

Job Description Example
Our company is hiring for a tax manager, senior. 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 manager, senior
  • Reviews transactions between countries and between companies for tax consequences and prepares or assists in preparing the needed documentation such as sales contracts, loan documents, appraisals
  • Assists in planning, designing and implementing tax saving ideas
  • Assists Director, Tax and Manager International Tax with special projects
  • Review and oversight of transfer pricing calculations and inter company accounting, respectively
  • Manage US tax reporting for foreign subsidiaries including Form 5471s and 8858s, maintaining E&P and tax pools, analyzing US inclusion amounts and local tax compliance issues (external resources available)
  • Manage local tax compliance and partner with foreign offices for statutory audits
  • Assist in identifying and researching opportunities for tax incentives in domestic and foreign jurisdictions
  • Tax research and modeling of potential transactions
  • Provide support to Head of Tax for all acquisition/transaction related activities
  • Assist in managing the use of external income tax accounting consultants
Qualifications for tax manager, senior
  • Bachelor’s Degree in Finance / Accounting / Commerce
  • Professional accounting designation an asset (CA, CGA, CMA)
  • Proven Tax Compliance knowledge
  • Bachelor's degree and active CPA required, Master's degree preferred in Accounting, Taxation, or related field
  • Big 4 or mid market experience preferred
  • Eight plus years of technical tax experience with HNW individuals, their family groups, and related entities
5

Tax Manager, Senior Job Description

Job Description Example
Our company is looking for a tax manager, senior. 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 manager, senior
  • Anticipates potential tax filing conflicts and resolves before returns are filed, , acquisitions, fixed purchase option leases
  • Manages schedules and performance standards within area managed
  • Maintains current knowledge of tax laws, updates and revisions and informs senior management of issues affecting FIS
  • Strong tax background with high net-worth/family office clients
  • Participates in professional development opportunities and training programs as needed
  • Review and preparation of Georgia-Pacific’s global provision
  • Understand the key drivers and anticipated tax results to be reported in the financial statements and be able to clearly communicate such to business executives
  • Collaborate with peers in tax functions responsible for Compliance and Reporting, Mergers & Acquisitions, Audits, Business Unit Tax matters, and Special Projects to ensure timely and accurate reporting
  • Coordinate with Treasury, Internal Audit, and the Controller’s Function
  • Monitor and analyze tax regulatory and compliance requirements and tax law changes where the Company has operations and communicate the impact to stakeholders
Qualifications for tax manager, senior
  • Minimum 12 years of experience in tax compliance
  • Knowledge of Dividends, MLPs, Income Reclass, Corporate actions and impacts to cost basis
  • Subject Matter Expert on 1099s and 1042s reporting
  • Knowledge of all security types including derivatives, complex securities
  • Excellent written and communication, organization and time management skills
  • Adaptable to dynamic work environments and priorities

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