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6 jobs that use Tax Planning the most

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Companies

Jobs that use tax planning the most include tax consultant, tax associate, and tax manager.

What jobs use Tax Planning the most?

1. Tax Consultant

How tax consultant uses Tax Planning:

  • Manage the training and use of new FactSet products and enhancements with various client bases including portfolio management and performance teams.
  • Maintain and generate the process of structuring and conducting business transactions to ensure that GAAP procedures are followed.
  • Develop, maintain, and ensure accounting policies and procedures are in accordance with company member agreements & GAAP.

Most common skills for tax consultant:

  • CPA
  • Tax Planning
  • Tax Issues
  • Taxation
  • Tax Research
  • Income Tax Returns

2. Tax Associate

How tax associate uses Tax Planning:

  • Provide tax planning and preparation services for corporate, individual and high net-worth clients of this midsize CPA firm.
  • Implement process to identify and prepare the balances for W2 purposes at year end.
  • Prepare customer taxes from w-2's and other tax information, answer phones, print checks, filing

Most common skills for tax associate:

  • Strong Customer Service
  • CPA
  • Tax Planning
  • Taxation
  • Tax Research
  • Local Tax Returns

3. Tax Manager

How tax manager uses Tax Planning:

  • Test and learned to analyze accounting processes managing SOX testing including accumulating documentation and reviewing other testers work.
  • Perform tax provision review to ensure compliance with ASC 740 and ASC 740-10 for public trade companies and private companies.
  • Pull data and work with Hyperion.

Most common skills for tax manager:

  • CPA
  • Client Relationships
  • Tax Planning
  • Tax Compliance
  • Taxation
  • Tax Research

4. Certified Finance Planner

How certified finance planner uses Tax Planning:

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Assist individuals whom invest monies in variable annuities.
  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.

Most common skills for certified finance planner:

  • Estate Planning
  • Securities
  • Investment Management
  • Life Insurance
  • Tax Planning
  • Retirement Planning

5. Tax Internship

How tax internship uses Tax Planning:

  • Manage client accounts by organizing and categorizing financial data in QuickBooks files.
  • Enter clients info on w-2 for tax preparers.
  • Amortize treasury bonds, company own stocks and bonds.

Most common skills for tax internship:

  • First Hand
  • CPA
  • Taxation
  • Tax Planning
  • Local Tax Returns
  • Tax Issues

6. Senior Tax Accountant

How senior tax accountant uses Tax Planning:

  • Research technical topics in taxation to present to the tax department and clients on areas of concern in the IRS code.
  • Participate in monthly accounting close with preparation and ownership of tax accrual journal entries and reconciliations.
  • Help implement, and maintain federal and state tax provision information into OneSource.

Most common skills for senior tax accountant:

  • CPA
  • State Income
  • Tax Research
  • Income Tax Returns
  • Tax Planning
  • Tax Compliance

Other skills

Updated December 28, 2023