Income tax administrator job description
Updated March 14, 2024
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Example income tax administrator requirements on a job description
Income tax administrator requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in income tax administrator job postings.
Sample income tax administrator requirements
- Bachelor's degree in accounting, finance or related field.
- Minimum of 3 years of experience in tax preparation and filing.
- Strong knowledge of tax laws, regulations and procedures.
- Proficiency in tax software and Microsoft Office Suite.
- Attention to detail and ability to work under tight deadlines.
Sample required income tax administrator soft skills
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Problem-solving and analytical skills.
- High ethical standards and commitment to confidentiality.
- Flexibility and adaptability to changes in tax laws and regulations.
Income tax administrator job description example 1
Northern Trust income tax administrator job description
TAX ADMINISTRATOR, WEALTH MANAGEMENT, TAX CHARITABLE SERVICES
OH: 103259
The Global Client Tax Services Group provides tax preparation and reporting services to affluent individuals and families, foundations, endowments, and corporations. This position within the Charitable Tax Team will focus on preparing IRS Forms 5227 and, when applicable, 1041 for split interest trusts. Prepare and file IRS Forms 990, 990-PF and, if applicable, 990-T for supporting organizations and non-private operating foundations. Prepare and file the 1099-NEC returns for vendors for our foundations. In addition, prepare and file Attorney General returns for the appropriate state(s) for which a foundation is registered.
Major Duties
* Research, audit, prepare and file all assigned federal and state tax returns by deadlines.
* Collaborate with colleagues and external parties regarding tax related matters.
* Calculate and prepare quarterly estimates for charitable trusts.
* Coordinate with tax attorneys and relationship managers regarding the setup of new charitable trusts for tax preparation.
* Research and resolve tax-exempt organization tax issues.
Knowledge and Skills
* Advanced written and oral communication skills.
* Strong interpersonal skills to engage with clients, colleagues, third parties and tax authorities.
* Familiarity with Thomson ONESOURCE is a plus
* Proficient with Microsoft Office; experience with Excel is a plus
* Adaptable and analytical thinker.
* Work both independently and as part of a team with professionals at all levels.
* Intellectual curiosity, initiative, personal organization and motivation.
The successful candidate will benefit from having the following competencies:
* Bachelor's degree required; degree in Accounting, Finance, or a related field preferred
* 1-3 years of prior tax experience preferred
* Public accounting experience is a plus
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
Additional Information
OH: 103259
The Global Client Tax Services Group provides tax preparation and reporting services to affluent individuals and families, foundations, endowments, and corporations. This position within the Charitable Tax Team will focus on preparing IRS Forms 5227 and, when applicable, 1041 for split interest trusts. Prepare and file IRS Forms 990, 990-PF and, if applicable, 990-T for supporting organizations and non-private operating foundations. Prepare and file the 1099-NEC returns for vendors for our foundations. In addition, prepare and file Attorney General returns for the appropriate state(s) for which a foundation is registered.
Major Duties
* Research, audit, prepare and file all assigned federal and state tax returns by deadlines.
* Collaborate with colleagues and external parties regarding tax related matters.
* Calculate and prepare quarterly estimates for charitable trusts.
* Coordinate with tax attorneys and relationship managers regarding the setup of new charitable trusts for tax preparation.
* Research and resolve tax-exempt organization tax issues.
Knowledge and Skills
* Advanced written and oral communication skills.
* Strong interpersonal skills to engage with clients, colleagues, third parties and tax authorities.
* Familiarity with Thomson ONESOURCE is a plus
* Proficient with Microsoft Office; experience with Excel is a plus
* Adaptable and analytical thinker.
* Work both independently and as part of a team with professionals at all levels.
* Intellectual curiosity, initiative, personal organization and motivation.
The successful candidate will benefit from having the following competencies:
* Bachelor's degree required; degree in Accounting, Finance, or a related field preferred
* 1-3 years of prior tax experience preferred
* Public accounting experience is a plus
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
Additional Information
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Income tax administrator job description example 2
The-Panther-Group income tax administrator job description
Tax Escrow Administrator 1
Will process the payment and performs status monitoring of multi-family and commercial property loan taxes and assessments to protect Bank's interest in collateral real estate. Provides assistance to both internal and external customers as it relates to the payment of real estate taxes and other real estate escrow items.
Responsibilities
QUALIFICATIONS:
Education and experience
:
Knowledge, skills and abilities
:
Will process the payment and performs status monitoring of multi-family and commercial property loan taxes and assessments to protect Bank's interest in collateral real estate. Provides assistance to both internal and external customers as it relates to the payment of real estate taxes and other real estate escrow items.
Responsibilities
- Establishes and revises Loan Servicing system and Corelogic system tax data records.
- Closely monitors unpaid tax report and initiates disbursement transactions as needed.
- Conducts research, performs analysis and communicates with loan officers, taxing authorities, attorneys and customers regarding real estate tax and assessment related matters.
- Administers the remittance of payment checks and wire transfers to our real estate tax service provider, Corelogic and/or taxing authorities as required.
- Initiates refund claims with Corelogic and/or taxing authorities when necessary.
- Responds and resolves loan related inquiries from internal and external customers.
- Initiates contracts with real estate tax reporting system to obtain billing and delinquency information.
- Administers the tax service extension report with Corelogic.
- Reviews and analyzes the monthly invoices from Corelogic and makes corrections as necessary.
- Notifies Corelogic of payoffs and refinances so that they can update their records.
- Responsible for the removal of tax data on servicing system as well as Corelogic for unit releases on multi-family and constructions loans.
- Responsible for the reconciliation of applicable general ledger accounts.
QUALIFICATIONS:
Education and experience
:
- High School Diploma or equivalent.
- Associates Degree preferred.
- Minimum two years related experience.
Knowledge, skills and abilities
:
- Knowledge of loan servicing procedures.
- General knowledge of property taxes.
- Computer literate with proficiency in Microsoft Office Applications.
- Excellent customer service skills.
- Excellent organizational skills.
- Excellent written and verbal communication skills
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Income tax administrator job description example 3
Deloitte income tax administrator job description
Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?
We are looking for a sharp, analytical Multistate Tax Senior Consultant who is ready to take on new challenges and join one of the largest Multistate Tax practices in the United States.
What you'll do
As a Senior Consultant within the Multistate Tax Services group, you will be a valuable member on tax engagements and provide state tax consulting and compliance services to a diverse client base in various industry sectors. You will continue to grow your technical knowledge in state taxation by working on large complex tax projects, and have access to exceptional resources and continue to develop your supervisory and leadership skills. Responsibilities will include:
+ Performing a detailed technical review of partnership and corporate state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, nexus, unitary filings, and flow-through taxation.
+ Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.
+ Performing detailed review of estimated payment and withholding calculations and related filings.
+ Researching state tax legislation and assisting with impact on compliance.
+ Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, audit defense, and accounting for income taxes.
+ Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements.
The Team
Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States with more than 1,000 professionals nationwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
Qualifications
Required
+ 2+ years' experience in state income and franchise tax
+ Preparation and review experience of state income and franchise tax returns
+ Experience with state tax planning, tax research, and tax analysis
+ Bachelor's degree in accounting, finance, or related field
+ One of the following accreditations obtained, in process, or willing able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ Supervisory experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Advanced degree such as Masters of Tax or JD and/or LLM
+ Previous Big 4 or large CPA firm experience
mtstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
We are looking for a sharp, analytical Multistate Tax Senior Consultant who is ready to take on new challenges and join one of the largest Multistate Tax practices in the United States.
What you'll do
As a Senior Consultant within the Multistate Tax Services group, you will be a valuable member on tax engagements and provide state tax consulting and compliance services to a diverse client base in various industry sectors. You will continue to grow your technical knowledge in state taxation by working on large complex tax projects, and have access to exceptional resources and continue to develop your supervisory and leadership skills. Responsibilities will include:
+ Performing a detailed technical review of partnership and corporate state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, nexus, unitary filings, and flow-through taxation.
+ Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.
+ Performing detailed review of estimated payment and withholding calculations and related filings.
+ Researching state tax legislation and assisting with impact on compliance.
+ Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, audit defense, and accounting for income taxes.
+ Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements.
The Team
Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States with more than 1,000 professionals nationwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
Qualifications
Required
+ 2+ years' experience in state income and franchise tax
+ Preparation and review experience of state income and franchise tax returns
+ Experience with state tax planning, tax research, and tax analysis
+ Bachelor's degree in accounting, finance, or related field
+ One of the following accreditations obtained, in process, or willing able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ Supervisory experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Advanced degree such as Masters of Tax or JD and/or LLM
+ Previous Big 4 or large CPA firm experience
mtstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Updated March 14, 2024
Updated March 14, 2024