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Sample tax specialist job description

At [Company X], we’re looking for a talented tax specialist to work in tandem with our accounting and finance departments. In this role, the tax specialist will help design and implement tax policies and strategies and evaluate managerial processes to ensure compliance with relevant statutes and regulatory codes. The position also requires tax planning and reporting, including the filing of federal corporate returns. If you’re an analytical, detail-oriented candidate who enjoys solving complex problems, this might be the role you’ve been looking for.

Objectives of this role

  • Assist in developing business and investment strategies for an optimal tax return
  • Ensure that corporate tax return preparation meets federal regulatory requirements
  • Review operations and procedures to ensure compliance with local statutes and regulations
  • Suggest new policies and procedures for improving the collection of tax information from relevant department heads

Responsibilities

  • Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and filing of tax returns
  • Confirm the accuracy of records and documents as they pertain to tax reporting and preparation
  • Maintain written and oral communications among the organization, IRS, and all relevant regulatory agencies and vendors
  • Stay up to date with changes to the tax code and accounting laws
  • Conduct research on tax compliance issues at the local, state, and federal levels

Required skills and qualifications

  • Extensive knowledge of accounting methods, tax laws, and audits
  • Excellent analytical and problem-solving skills
  • Sharp attention to detail
  • Strong written and oral communication skills
  • Proficiency with relevant accounting software

Preferred skills and qualifications

  • Bachelor's degree (or equivalent) in accounting, finance, or related field
  • Proven track record as a tax specialist or analyst
  • Background in law or accounting
  • Professional certification (ex: CPA)
  • Experience in managing extensive volumes of accounting paperwork for a corporation or large organization