Sample Tax Specialist Job Description

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, you 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 the development of business and investment strategies in service of an optimal tax return
  • Ensure federal and corporate tax preparation meets regulatory requirements
  • Review operations and procedures to ensure compliance with local statutes and regulations
  • Suggest new policies and procedures designed to improve the efficiency of collecting and reporting tax planning information from relevant department heads

Daily and Monthly Responsibilities

  • Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and filing of returns
  • Confirm the accuracy of records and deposits as they pertain to tax reporting and preparation
  • Maintain written and oral communication between the organization, the IRS, and all relevant outside regulatory agencies and vendors
  • Stay up to date with changing tax codes and accounting laws
  • Conduct research on tax compliance issues on the local, state, and federal level 

Skills and Qualifications

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

Preferred Qualifications

  • Bachelor’s degree in accounting, finance, or related field
  • Proven track record as a tax specialist or analyst
  • Legal or accounting background
  • CPA certification
  • Experience managing extensive volumes of paperwork and accounting for a corporation or large organization