Tax Partner Job Description
Tax partner
provides high level income tax planning and estate planning services for high net worth individuals and business owners.
Tax Partner Duties & Responsibilities
To write an effective tax partner job description, begin by listing detailed duties, responsibilities and expectations. We have included tax partner job description templates that you can modify and use.
Sample responsibilities for this position include:
Communication with management, clients and accounting team
Exhibit an understanding of Australian accounting and tax rules, with experience in the preparation and review of tax returns / accounts
Understand and manage firm risk on taxes and proposals
Manage, develop, train, and mentor staff on projects and assess performance for tax engagement and year-end provisions
Perform quality reviews of tax returns and financial statement footnotes
Work closely with partners, and staff to integrate practice development skills into a team approach to client service and new business development
Recruit and retain staff and coach associates in developing and achieving goals and objectives for performance and professional development
Working with closely property owners, developers and management companies with tax strategy, research and planning, compliance and other tax related consulting
Overseeing all aspects of the client engagement from the planning stage through budgeting for the job and monitoring actual against budgeted time
Managing and running the Tax Department, including implementing consistent and productive firm wide tax policies and procedures, from the bottom up
Tax Partner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Partner
List any licenses or certifications required by the position: CPA, JD, EA, US, SHRM, MBTI, SPHR, PHR
Education for Tax Partner
Typically a job would require a certain level of education.
Employers hiring for the tax partner 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, Taxation, Law, Business, Graduate, Business/Administration, Economics, Management, Information Systems
Skills for Tax Partner
Desired skills for tax partner include:
Working with High Net-Worth individuals is highly desired
But not necessary
New tax issues and general business trends that affect the client
Real estate funds
Unrelated business taxable income and REITs
Accounting
Accounting for income taxes
Broad range of corporate tax matters in various industries
Multiple Tax functions
Transfer pricing
Desired experience for tax partner includes:
Expanding services to existing clients, meeting the firms new client development standards
Expertise in the real estate industry with strong emphasis on commercial Real Estate, owners, developers
Overseeing the department chargeability
Assisting partners with new client selection in such areas as the type of business brought in, pricing of new business and on boarding new clients
Extensive experience with Inbound/Outbound Structuring
Structuring business transactions to minimize global taxation
Tax Partner Examples
1
Tax Partner Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of tax partner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax partner
- Investment and compensation planning for executives being relocated within and outside the United States for other High Net Worth individuals
- Assisting clients with negotiations concerning mergers, acquisitions, divestitures and other business planning
- Representing clients before federal, state, and local tax authorities
- Helping clients devise tax efficient investment and estate strategies
- Working closely with human resource executives in dealing with the maze of tax and other issues relating to the human resources function of businesses
- Providing clients with both sound tax advice and the ability to assist in the implementation of the strategies
- High-end sophisticated tax work (corporate and individual)
- Researching of tax issues for a diversified clientele
- Making presentations to clients regarding solutions, strategies, tax planning and compliance
- Delivering tax services to a high net-worth client base with significant investments in real estate
Qualifications for tax partner
- Performing planning and research as required and review complex partnership and HNW individual and related tax returns
- Working closely with clients, partners and staff
- Participate in identifying and communicating complex client issues to client senior management
- Complete Tax Planning
- Serve as a consultant
- Oversee Compliance and Provision work
2
Tax Partner Job Description
Job Description Example
Our growing company is hiring for a tax partner. 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 partner
- Assist with supporting manager staff
- Participate in firm business development
- Provide tax planning and compliance services
- Assist in the expansion of the Long Island tax practice
- Leading the VAT Tax practice
- Understanding and application of customs laws and concepts trade agreemenrts in the region
- Collaboration with global teams in order to advice on VAT within local and global jurisdictions
- Identifying business development opportunities and developing client relationships
- Corporate Tax Provision Review/Analysis
- Managing a client base of High Net Worth Individuals
Qualifications for tax partner
- Bachelor Degree in Law/Economics or Tax
- Excellent communication skills and ability to work with sophisticated clients
- Strong work ethic and ability to lead
- Experience in implementation of VAT in new jurisdictions is essential
- Ability to roll up your sleeves research complex tax topics
- Supervising and mentoring staff
3
Tax Partner Job Description
Job Description Example
Our innovative and growing company is hiring for a tax partner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax partner
- Alternative minimum tax, passive loss, multi-state and foreign taxation issues
- Income and estate planning
- Managing a portfolio of high net worth clients, providing specialist tax advice and overseeing compliance matters
- Delegating and monitoring workflow and mentoring upcoming talent in the team
- Acting as a trusted advisor to a large number of family groups
- Review of financial accounts and tax returns for a variety of entities
- Assist Directors/Senior Managers with complex tax advisory projects
- Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
- Communicate proactively with clients regarding project status, client service opportunities, and other significant matters in a timely manner
- Provide training, direction, and supervision to associates
Qualifications for tax partner
- 8+ years of current experience with High Net Worth tax planning and compliance
- Enthusiasm for obtaining a CFP
- Adept at interacting with high net worth individuals
- Keen to pursue a partner track
- Clean criminal background check and drug free with demonstrated financial literacy
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
4
Tax Partner Job Description
Job Description Example
Our company is hiring for a tax partner. 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 partner
- Performing tax planning and advising clients of the best strategy for their organization
- Assuming total technical responsibility for tax work performed
- Act as the go-to resource for research, technical and reporting issues for all clients
- Identify and assist with implementation of tax planning and tax saving strategies for clients
- Represent clients before the IRS and state tax authorities
- Prepare and/or review tax returns
- Manage multiple tax engagements and supervise staff teams
- Manage tax compliance engagements
- Represent the Firm in professional and services organizations
- Perform billing and profitability/utilization functions on all assigned engagements
Qualifications for tax partner
- Experience in managing a tax compliance program
- An established network of clients and customers, business catalysts and collaborators
- Demonstrated ability to build and manage a diverse client base
- CPA(or working toward completion)
- Practical Tax experience with S-Corp, Partnership and Individual Returns
- Excellent communication skills with ability to work directly with clients
5
Tax Partner Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of tax partner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax partner
- Identify additional areas of service to offer current clients
- Experience should include preparation of individual, partnership and S corporation tax returns and completion of compilation and review engagements
- Participates in audit projects involving functions, product areas, or locations
- Assist in the evaluation of exposures to risk and contribute to the improvement of risk management
- Client Service - Manage and build trusting client relationships
- Business Development - Lead the development and execution of growth strategies
- Expertise Development - Stay current on latest regulatory and legislative developments as they affect GAAP, the firm's standards and policies
- Assess the tax implications of transactions, new products, new clients and new initiatives in relation to the Share Plans business
- Assist with the identification of tax risk areas across the Share Plans business and collaborating with other infrastructure areas so that these can be mitigated and controlled
- Provide tax technical and operational advice in relation to tax obligations (tax reporting and withholding) arising on behalf of Computershare and clients
Qualifications for tax partner
- Plus 5 years of experience in Human Resources required
- With a minimum of 3 years of work related experience in mobility, immigration, tax and relocation required
- CPA or JD and Masters in Taxation preferred
- Minimum of 5 years’ experience in Financial Reporting and Analysis
- Prepare tax calculations and Tax returns
- Review and advise on tax depreciation