Tax Services Senior Manager Job Description

Tax Services Senior Manager Job Description

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Tax services senior manager provides information to the tax accounting team on relevant issues impacting tax accounting, documentation of tax positions, including ASC 740 (FIN 48).

Tax Services Senior Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Provide tax consulting services to other firm offices
Create and work on firm-wide initiatives for financial services tax issues
Expand project management responsibility while being the primary contact for the complete project
Manage the overall project plan and project economics
Supervise and train staff and seniors
Evaluate and select alternative actions to lessen tax burden and cost of compliance
Recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance
Assist in handling routine questions from federal or state agencies
Provide clients with tax guidance regarding planning and compliance in order to implement tax strategies that align with client’s business objective
Assume full responsibility for directing engagements and special assignments

Tax Services Senior Manager Qualifications

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

Licensing or Certifications for Tax Services Senior Manager

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

Education for Tax Services Senior Manager

Typically a job would require a certain level of education.

Employers hiring for the tax services 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, Business, Law, Economics, Statistics, Graduate, Business/Administration, Communication

Skills for Tax Services Senior Manager

Desired skills for tax services senior manager include:

Especially in the areas of tax compliance and tax consulting services
Tax concerns facing multinational corporations
Thomson Reuters ONESOURCE
Financial and tax accounting for investments
Similar
Thomson Reuters ONESOURCE income tax software
ASC 740
FAS 109
Finance and tax principles
Fundamental accounting

Desired experience for tax services senior manager includes:

Review workpapers, financial statements and reports and conduct discussions with clients
Direct the Tax Manager and other staff to ensure that assignments are accomplished within the budgeted time
Interact with clients to discuss issues with regard to tax information throughout the year
Lead and participate in organization meetings, training programs, attending industry events and participation in research activities
Manage, supervise, train and lead the staff through counsel, guidance and coaching
Coordinate with specialty tax practice, as needed, on technical tax matters in the state and local, international and credits/incentives area

Tax Services Senior Manager Examples

1

Tax Services Senior Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of tax services senior manager. 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 services senior manager
  • As a Senior Manager, a significant portion of responsibilities will be in the development of the practice, attracting and mentoring talented professionals
  • Oversee the efforts of multiple client services teams on client engagements
  • Research complex tax issues related to estate planning and wealth transfer strategies
  • Work closely with partners responsible for developing the US tax consulting practice
  • Work together with senior managers and partners in the management of an international tax team, including delegating and reviewing work, managing staff workload and mentoring
  • Establish and communicate business development strategies and targets for Hong Kong and the Mainland China markets
  • Leverage on the general knowledge of Hong Kong and China tax to analyze and understand clients’ needs to develop penetration strategies for new business opportunities
  • Cultivate customer relationship, deliver effective proposals, and negotiate contracts to capture profitable new business
  • Effectively brief and leverage partners and professional staff on strategy and tactics to enhance customer relationships and consummate deals
  • Establish, communicate and hold direct and matrix team accountable for proposal objectives and deliverables to maximize revenue growth
Qualifications for tax services senior manager
  • Experience preparing and reviewing Corporate, S-Corp
  • 8+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff and managing work flow
  • Significant experience working with high net worth individuals and family groups
  • Experience in estate and gift planning
  • Experience in managing and supervising US tax compliance engagements, including Form 1065, Form 1120, Form 8865, Form 5471
  • Represent and provide market exposure for the Firm at public events
2

Tax Services Senior Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of tax services senior manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services senior manager
  • Develop and implement training programs to further knowledge of standards within practice offices
  • Maintaining and developing existing clients, , identifying new business opportunities which will contribute to the development of the practice
  • Manage and lead the staff through structured mentorship program and informal coaching, including coordination of on the job training
  • Collaboration with the Operations and Corporate Tax teams to assess the impact of Market & Regulatory developments on the Global Custody Tax product offering and implement a working model
  • Analyse product impacts, opportunities & threats of external and internal changes from a tax perspective
  • Definition and implementation oversight for new and/or enhanced product features and functions
  • Handle a full spectrum of company secretarial duties for companies incorporated in Hong Kong
  • Coordinate activities relating to administering a portfolio of client companies and be involved in client contact
  • Assist in preparation of annual/interim reports, announcements and circulars and organizing board meetings, board committee meetings and shareholders’ general meetings
  • Assist in handing ad-hoc advisory projects
Qualifications for tax services senior manager
  • A minimum of 5 (for Manager) and 7 (for Senior Manager) years' experience in Hong Kong and China taxation law (experience and knowledge with Japanese tax practice are preferred)
  • Dynamic builder of relationships with clients, with track record of identifying new areas of opportunities and negotiating complex business deals for mutual benefit
  • An effective communicator with clients, executives, peers, and subordinates
  • 7 or more years of international tax experience, preferably with at least three years' experience in individual, trust and business flow through entity taxation, experience working with high-net worth individuals and families, corporate executives, and/or owners of closely held businesses
  • Degree holders in Accounting, Economics, Finance or related disciplines, with a full membership of recognized professional body
  • A minimum of 5 (for Manager) / 8 (for Senior Manager) years of relevant HK/International tax experience with tax authorities and/or an international accounting firm
3

Tax Services Senior Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a tax services senior manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for tax services senior manager
  • Provide timely and quality consultative services while exceeding the expectations of our clients
  • Target and sell new and add-on services to current and target clients
  • Partner closely with engagement Partners/Directors for the development and delivery of proposals for target clients
  • Oversee expatriate tax and foreign national tax returns
  • Provide mobility program support
  • Collaborate with the Manager who will assist you with leading engagement budgeting, billing, management, and engagement team deployment
  • Be responsible for the development and motivation of engagement team
  • Manage research and development (R&D) tax credit studies including client interviews, reviewing client data, developing client- and industry-specific tools and templates and preparing technical reports
  • Consult on various accounting method changes including inventory and revenue and expense recognition DPAD and transaction costs analyses
  • Research and draft technical memoranda related to R&D/accounting methodmatters
Qualifications for tax services senior manager
  • Five years of tax experience performing tax research, representing clients in federal controversies and providing technical advice on tax issues
  • Eight (8) to ten (10) years of progressive experience in professional accounting functions including a minimum of five (5) years of supervisory responsibilities required
  • Minimum of 7 years of progressive experience in professional accounting functions
  • We offer you existing career opportunities broad internal management training programme
  • Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
  • Masters of Taxation, MBA or Law Degree
4

Tax Services Senior Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of tax services 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 services senior manager
  • Train and mentor staff and interns
  • Advise clients on complex U.S. international tax issues including 965, GILTI, FDII, BEAT, managing global business transactions
  • Supervise multiple international tax engagements and contribute to the delivery of quality tax planning and consulting projects for our clients in various industry lines
  • Build and manage client relationships and deliver international tax services to our partners and clients that exceed expectations
  • Oversee and deliver large client project engagements
  • Conduct and manage fixed asset accounting method reviews and assessments by designing and implementing projects related to tangible property regulations (primarily repairs and dispositions), depreciation, cost segregation and sustainability)
  • Assist in new business development, including add-on business, while sustaining excellent client service by networking within the firm and building on existing relationships outside of the firm
  • Research technical issues, prepare reports, and propose viable solutions
  • Provide quality assurance, engagement review and exam support
  • Collaborate with peers to establish best practices and drive continuous improvement
Qualifications for tax services senior manager
  • 2 years' professional experience in providing Swiss tax compliance and consulting services to individual clients and/or expatriates for Senior Consultant level
  • Proven expertise in developing, prioritising and delivering business cases
  • Ability to project manage small to medium sized change
  • Understanding of commercial aspects of the custody business
  • A minimum of 5 years' experience (for manager) or 8 years’ experience (for senior manager) in Hong Kong and China taxation law (experience and knowledge in Japanese tax practice are preferred)
  • A minimum of eight years of tax experience performing tax research, representing clients in federal controversies and providing technical advice on tax issues
5

Tax Services Senior Manager Job Description

Job Description Example
Our company is looking to fill the role of tax services 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 services senior manager
  • Analyze statistics and prepare reports for the Director
  • Ensure quality and risk mitigation to protect the practice from financial loss on projects
  • Work with other firm-wide risk management groups including information systems and legal compliance
  • Respond to queries from practice offices, balancing client needs without compromising standards
  • Plan, implement and maintain policies and programs to ensure compliance with standards
  • Manage the maintenance of tax practice management documents including engagement letters and standard tax documents
  • Manage the Tax Quality file review program which provides feedback to Tax engagement teams on how they are delivering services in a manner consistent with our commitment to quality
  • Acting as a trusted business advisor to clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence
  • Managing/overseeing complex state tax research, formulating tax-planning strategies, and performing state tax reviews
  • Maintaining and developing strong client relationships on various state tax consulting/compliance engagements for investment management clients
Qualifications for tax services senior manager
  • Managing more junior staff and helping them with their own technical and personal development
  • 8 or more years of public accounting experience preferred, working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients
  • Familiar with standard business processes eg
  • Experience with consolidation tools eg
  • Write high and low-level design documents, use cases and process flows in Visio
  • Configure and run relevant tax and finance reports from the ERP system

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