Tax Services Manager Job Description

Tax Services Manager Job Description

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Tax services manager provides payroll support and guidance in areas of international tax deduction set up and fringe benefit procedures.

Tax Services Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Staying updated on recent Federal & State developments and current tax accounting standards
Providing financial services expertise involving tax research and application of specialized industry knowledge and accounting principles
Dealing with high level technical and compliance issues, tax policies and procedures
Interacting with high level client personnel, firm audit and Tax Directors and Partners
Handling taxing authority audits of client tax returns and related records
As a Private Wealth Service Tax Manager, an important portion of responsibilities will be in the development of the practice, attracting and mentoring talented professionals
Manage the efforts of multiple client services teams on client engagements
Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas
Consult, work with, and service client to make recommendations on business and process improvement and serve as a business advisor to clients
Acting as a trusted business advisor to clients on a variety of issues including sales & use and excise tax overpayment reviews, tax implications of sales and purchase transactions, audit defense services, nexus planning, and voluntary disclosures

Tax Services Manager Qualifications

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

Licensing or Certifications for Tax Services Manager

List any licenses or certifications required by the position: CPA, JD, CTA, FPC, CPP

Education for Tax Services Manager

Typically a job would require a certain level of education.

Employers hiring for the tax services 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, Business, Law, Economics, Graduate, MBA, Business/Administration, Management

Skills for Tax Services Manager

Desired skills for tax services manager include:

Tax software and technology
Subchapter C and consolidated returns
Payroll and Benefits policies and procedures
Pertinent ADP HR
Various operating systems
Accounting methods studies
Areas of deduction
Compliance and consulting with an international taxation environment
Corporate
Experience with FAS 109 and compliance

Desired experience for tax services manager includes:

Accountant with 5-10 years of hedge fund / financial services tax experience
Experience with tax lot layering preferred
This position requires the ability to multi-task and balance competing client deliverables
Previous experience servicing Financial Services clients, including Hedge Funds, Private Equity, Asset Management and other Investment companies
4+ years of current or recent Tax experience within a CPA firm
Previous experience servicing Financial Services clients

Tax Services Manager Examples

1

Tax Services Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of tax services manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax services manager
  • Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to clients
  • Evaluating new business initiatives to determine if/what enhancements need to be made to the tax calculation services platform
  • Providing end-to-end tax calculation requirement documents for business projects and initiatives
  • Developing innovative/scalable functional requirements that can support Global tax calculation changes
  • Actively participating in projects throughout their lifecycle – from design through delivery
  • Participate in the development and management of tax professionals
  • Assisting with general tax issues
  • Reviewing new business initiatives and scoping any effect on existing transaction tax calculation processes and systems
  • Providing subject matter expertise to various business and IT organizations to include Business Development, Marketing, Legal, Customer Service, and various product groups
  • Developing, supporting and providing ongoing maintenance and enhancements to tax calculation software
Qualifications for tax services manager
  • Experience in dealing with family units with $25 million and above in net worth, and a proven track record in implementation of tax strategies
  • Bachelor's degree in accounting, human resources, international business, finance, economics, cross-cultural studies, or other liberal arts majors
  • 5 years’ experience in employment tax, global personal income tax compliance and consulting, global compensation, rewards, transactions, mobility consulting, and/or global talent strategy consulting
  • Strong executive presence, and excellent communication (verbal & written) and presentation skills with an aptitude for working as part of a global team
  • Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment
  • Three- or four-year Bachelor's degree in Business Administration, Accounting, Finance or related field (willing to accept foreign education equivalent)
2

Tax Services Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of tax services 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 services manager
  • Manage relationship with outside service providers
  • The Account Manager does this by communicating with clients on service delivery issues provide assistance on day-to-day inquires
  • The role is also responsible for proactively identifying and resolving problems/issues that the client may be experiencing with TC
  • This department requires associates to maintain an updated knowledge of IRS rules and regulations governing the WOTC program
  • Manage tax escalations and resolutions
  • Work with commerce platform teams to configure systems based on tax guidance and research
  • Program management, including the creation, improvement and maintenance of processes
  • Ownership of projects throughout their lifecycle with an emphasis on solution design and testing
  • Design, engineer, and implement solutions and provide recommendations for continuous improvement for the services provided by the Tax DevOps
  • Serve high net-worth clients, family groups, private foundations, partnerships, trusts, and tax planning
Qualifications for tax services manager
  • Four years of experience conducting and managing R&D credit projects in a large accounting firm, corporation or law firm
  • Proficient in the use of Microsoft Word, Excel, and Access and use of the internet
  • Minimum of 6 years of tax planning experience with clients in the manufacturing and distribution industries
  • Demonstrated experience in engagement management, project planning, managing and developing staff, technical tax execution, review and billing
  • Prior experience with national public accounting firm preferred
  • Heavy experience with GAAP accounting and SEC reporting for financial institutions
3

Tax Services Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of tax services manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for tax services manager
  • Assist with the design and implementation of changes to the existing tax platform
  • Playing an active role as both a project manager on critical tax engine initiatives
  • Manage the client relationship, providing consultative services while exceeding expectations
  • Identify engagement opportunities and coordinate with engagement leadership to deliver the breadth of Global Employer Services to the client
  • Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services
  • Collaborate with client engagement leaders to address budgeting, billing, management, and engagement team deployment
  • Be responsible for the development and motivation of the engagement team
  • On-board new use cases and businesses to the Tax Engine
  • Draft technical requirements for taxpayer registrations, tax rules, tax reporting, and testing
  • Research and drive changes/efficiencies to the Tax Engine
Qualifications for tax services manager
  • Mergers and acquisitions experience a plus
  • Experience with tax technology provision tools a plus
  • Several years of expatriate or individual tax experience
  • Certification preferred - CPA or JD/LLM or Enrolled Agent
  • More than six (6) years of prior public accounting experience
  • Able to analyze, and review statutes, regulations, and case law, extract data, and make appropriate recommendations
4

Tax Services Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of tax services 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 services manager
  • Product management and administration of Tax Engine applications and processes
  • Ownership of projects throughout their life cycle with an emphasis on the execution of requirements, solution design, and end-to-end testing
  • Interact closely with team to provide innovative tax planning, consulting and compliance services in a timely and effective manner
  • Specialization and experience in both fiduciary and flow through entity tax areas
  • Experience in working with complex investment portfolios
  • Supervise and help drive the success of multiple engagements in individual, fiduciary and partnership taxation
  • Be involved in practice development efforts of the firm
  • Manage federal, local, state tax compliance, planning and correspondence with taxing authorities for the firm’s partners
  • Manage the collection and reporting of information required for the annual preparation of federal and state K-1s and returns
  • Manage the monthly bookkeeping, bank reconciliations, and reporting for each partner S Corporation
Qualifications for tax services manager
  • Regulatory capital experience a plus
  • Degree holder in Accountancy or business related discipline
  • Professional qualification holder
  • A bachelor's degree in accounting, computer science, information systems or a related field and approximately 4 years of related work experience
  • A graduate degree in accounting, tax, law, computer science, information systems or a related field is a plus
  • Quantitative and modeling skills
5

Tax Services Manager Job Description

Job Description Example
Our growing company is hiring for a tax services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services manager
  • Provide support to partners by managing S Corporation formation process and delivering full service client support for partners
  • Communicate to Firm leadership regarding tax positions, tax planning, and income allocations
  • Manage Firm depreciation, Firm book income planning, and reconciliation of various accounts
  • Develop and ensure that all tax process control documentation, tax policies, and procedures are maintained and updated in accordance with legal requirements and Firm standards
  • Prepare complex federal and state partnership tax returns
  • Review tax returns and workpapers
  • Collaborate with other departments involving the sale and disposal of partnerships
  • Prepare buy/sell calculations and workpapers related to partnership membership interest changes
  • Assist in the preparation and analysis of income tax provision related workpapers
  • Engage in and/or manage special projects as needed
Qualifications for tax services manager
  • Project management skills combined with interest and experience in process improvement and efficiency
  • Managerial, organizational, technology and verbal/written communications
  • Reconcile results to verify accurate conversion from legacy systems and modify implementation as needed
  • Perform Unit and Integration Testing through preparation of test scripts in accordance with business requirements
  • Develop training documentation and establish integration between these systems during user acceptance and integration testing
  • Advise clients on Business Tax Transformation (Business Process Re-engineering from a systems perspective)

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