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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 role also requires tax planning and reporting, including the filing of corporate tax returns. The ideal candidate is an analytical, detail-oriented professional who enjoys solving complex tax-related issues.

Objectives of this role

  • Assist in developing business and investment strategies for an optimized tax return
  • Ensure that corporate tax-return preparation meets all 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 managers


  • 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 related to tax reporting and preparation
  • Maintain written and oral communications between the company and all relevant vendors and regulatory agencies
  • Remain up to date with changes in the tax code and accounting laws
  • Conduct research on tax compliance issues at the local and national 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
  • Professional certification (ex: CPA in the United States)
  • Experience in managing extensive volumes of accounting paperwork for a corporation or large organization