Tax Manager / Senior Manager Job Description
Tax manager / senior manager
provides holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families.
Tax Manager / Senior Manager Duties & Responsibilities
To write an effective tax manager / senior manager job description, begin by listing detailed duties, responsibilities and expectations. We have included tax manager / senior manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Involvement in sustaining and growth of client business, proposing and winning new business and positively contributing to the overall development of the practice
Proficient with Excel and Word, experience with OneSource a plus
Provide innovative tax planning, consulting, and compliance expertise to clients
Manage workflow and staff
Tax planning for a diverse commercial client base including real estate, manufacturing, wholesale, retail, apparel and financial services
Working closely with both the tax staff, partners and clients for effective delivery of tax services
Deliver tax services to a High Net Worth client base with significant investments in real estate
Perform planning and research as required and review complex entity/partnership and High Net Worth individual tax returns
Work closely with clients, partners and staff
Assist with Special Projects and analysis of tax issues and changes in tax law
Tax Manager / Senior Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Manager / Senior Manager
List any licenses or certifications required by the position: CPA, VAT, PST, HST, GST, EA, ERP, NYSC, MST, CFP
Education for Tax Manager / Senior Manager
Typically a job would require a certain level of education.
Employers hiring for the tax manager / senior manager 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, Law, Business, MBA, Education, Business/Administration, Economics
Skills for Tax Manager / Senior Manager
Desired skills for tax manager / senior manager 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
Client’s businesses
MS Office – Excel
Oracle eBusiness Tax helpful but not essential
PowerPoint
Word
Desired experience for tax manager / senior manager includes:
Calculate and analyze OID, Market Discount, Wash Sales, Swaps, NYC UBT tax and NYS withholding tax on sourced income to non-residents
Perform year-end tax estimates for funds and PFICs
Prepare and file necessary tax forms for new entities
Assist with quarterly NYS withholding and NYC tax compliance for funds
Assist with the review and preparation of GP and Management Company allocations
Assist with the review and preparation of GP and Management Company allocations for year-end estimated tax income for partners
Tax Manager / Senior Manager Examples
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Tax Manager / Senior Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a tax manager / senior manager. 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 manager
- Work with outside tax advisors to assist in their preparation of 250+ partnership tax returns annually
- Work with Portfolio companies to ensure compliance with withholding and reporting requirements
- Assist with tax research and planning for acquisitions, dispositions and reorganizations relating to foreign and domestic investments firm operations
- Assist with the communication of tax information to Limited Partners and members of the firm
- Work with tax team to assist in tracking of all legal entities and maintenance of annual tax calendar
- Work closely with Partnership Accounting group to ensure proper calculation of tax adjustments
- Oversee calculation and review of quarterly and year-end tax reporting
- Responsible for completion of direct tax returns
- Assist external auditors with income tax reporting matters
- Partnering with domestic and foreign external tax advisors to ensure all work performed by external advisors is completed in a timely and accurate manner
Qualifications for tax manager / senior manager
- 2+ years of international tax is preferred
- Excellent verbal and written communication and excel skills
- Internet or software industry experience preferred
- 10+ years of related Tax experience (990 Non-Profit
- 10+ years Tax experience (Compliance
- Bachelor Degree related to Finance or Accounting
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Tax Manager / Senior Manager Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of tax manager / senior manager. 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 manager
- Conduct analysis and documentation for ASC 740-10 FIN 48 reserves
- Managing the preparation of a broad range of individual, corporate and other entity tax returns
- Conducting tax research to develop solutions for our clients’ complex and/or unique situations
- Include review (and some complex preparation) of Individual, High Net Worth, S-Corp, and Partnership returns
- Communicate with various clients
- Complete some research and planning tasks
- Communicates progress to partners
- Focuses on areas of technical specialization (industry related or subject matter), with a large percentage of client service towards clients covered by this specialization, identifies planning opportunities within such areas of specialization, and provides executive level guidance and consultation relating to such specialization to other engagements and offices throughout the Firm
- Contributes to overall office efficiency by providing feedback on staff performance, participating in initiatives for on-going staff development, and developing a teaming culture (through informal social and professional events)
- University degree majoring in tax, accounting, finance or related fields
Qualifications for tax manager / senior manager
- 10+ years corporate tax experience in public accounting or a corporate tax department
- 5 - 10 years + of experience with tax in a public accounting setting
- Good Degree in Accountancy or Business from reputable Universities, or international professional accounting qualifications
- Winning business and growing the client base
- BComm (Acc)+ BCompt Hons + CA (SA) is a requirement
- An MCom (Tax) or HDip (Tax)
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Tax Manager / Senior Manager Job Description
Job Description Example
Our company is hiring for a tax manager / senior manager. 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 manager
- Manages the multi-jurisdictional country-by-country foreign transaction reporting process
- Supervises the work of preparing quarterly and year-end income tax provision calculations and disclosures for foreign jurisdictions
- Works directly with the foreign jurisdiction audit teams and manages the information gathering and technical position explanations required to respond to information requests
- Assists the VP, Tax and Director, Tax with, and contributes to, special projects to include review of tax positions of potential acquisitions to determine due diligence, gathers information and application of tax reorganization law to determine tax impacts of potential acquisitions and sales
- Implements and conducts audits to maintain maintenance of existing and new tax minimization strategies, focusing on foreign jurisdictions
- Assists the Director, Tax with review of the income tax provision and correct application of tax accounting literature
- Delegates responses and has final sign off approval for international tax notices
- Partners with multiple parties with the integration of merged/acquired companies for accurate and timely consolidation and tax reporting
- Coordinates internally and with external consultants to address specific international tax issues
- Partners with other personnel in the Finance group to gather relevant Company financial and operational information
Qualifications for tax manager / senior manager
- A self-starter with 4 to 6 years core consulting experience on Corporate Tax including operating successfully as a manager/senior manager for 2 to 4 years, in a large professional services environment
- Proven ability to deal with clients in a positive and proactive manner
- Must have at least 5+ years (2+ for seniors) of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
- Requires at 10+ years of job related experience Prior public accounting experience desired
- Energized by ideas, experiences and will encourage a learning environment
- You live and breathe public accounting
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Tax Manager / Senior Manager Job Description
Job Description Example
Our company is looking for a tax manager / senior manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax manager / senior manager
- Perform due diligence and strategic analysis regarding the Indirect Tax impact of mergers, acquisitions, dispositions and restructuring
- Implement identified operational efficiencies
- Assist subsidiaries with indirect tax issues, as needed
- Calculates quarterly and annual estimated tax liability and ensures prompt and accurate payment to the IRS
- Maintains the underlying tax database utilized for tracking the tax basis of fixed assets
- Proactively research existing and proposed state tax law to determine impact on clients’ financial position
- Assist when necessary the Head of Tax - Europe and Asia in dealing with ad hoc queries from the business on taxes and carry out and document research as required
- Work as part of a multi-disciplinary team helping to provide industry knowledge and experience, industries may include but not be limited to financial services, insurance, manufacturing, retail, or utilities
- Candidates should be growth-motivated with the objectives to grow his/her practice with compliance and consulting service
- Review federal, foreign, state and local income and partnership (REIT) tax returns (Form 1120, 1120F, 1065 and state unitary returns) including provision to return adjustments
Qualifications for tax manager / senior manager
- You enjoy keeping up-to-date on the ever-changing tax industry’s regulations and policies
- You have a knack for solving problems and easily notice issues while bringing solutions to the table
- You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals
- You have knowledge of and exposure to a variety of industries and the ability to read a financial statement
- You are efficient and possess a strong work ethic
- In addition to all of this, you have a Bachelor's degree in Accounting, hold an active CPA license and have at least 5 years of experience in public accounting with an emphasis on consulting and strong income tax compliance experience
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Tax Manager / Senior Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of tax manager / senior manager. 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 manager
- Assisting with transaction and merger tax consequences
- Responding to tax notices and other controversy work
- Monitor REIT industry issues, and analyzes legislative proposals impacting the REIT industry
- Attracting and developing staff
- Coordinates with the Partner on all phases of the engagement, with a concentrated focus on complex returns in flowthrough taxation (S Corporations, Partnerships, individuals)
- Manage the work flow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
- Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
- Develop business by expanding existing relationships with clients, maintaining personal networks, and participate in civic, business, and professional organizations
- Managing global tax compliance and provisions for the Company
- Develop global tax strategies such as transfer pricing
Qualifications for tax manager / senior manager
- Ability to generate new business and extend service opportunities
- Minimum 10 years of corporate income taxation experience
- Willingness and enthusiasm for team-oriented work continuous learning and personal growth within the organization
- Strong technical provision, federal, and state compliance background
- Supports the development and implementation of an integrated global tax plan, other Global Taxation group initiatives
- Develop processes, document, communicate and educate the finance team and appropriate business unit leaders on domestic and international tax rules and procedures