Tax professional job description
Updated March 14, 2024
8 min read
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Example tax professional requirements on a job description
Tax professional requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in tax professional job postings.
Sample tax professional requirements
- Bachelor's Degree in Accounting or related field
- Licensed Certified Public Accountant (CPA)
- Proficiency in taxation software and regulations
- Strong understanding of accounting principles and procedures
- A minimum of three years of tax preparation experience
Sample required tax professional soft skills
- Excellent communication and problem-solving skills
- Highly organized and detail-oriented
- Ability to work independently and as part of a team
- Strong analytical and critical thinking skills
- Ability to meet deadlines and prioritize tasks
Tax professional job description example 1
JPMorgan Chase & Co. tax professional job description
The US Payroll Tax Case Management Analyst role sits within the GES organization and is based in Newark, DE. In this role, you will be responsible for managing the timely and accurate resolution of employee Payroll Tax inquiries. The ideal candidate for this position will have a strong service-orientation and ownership mentality, have demonstrated ability to problem-solve and analyze, and be able to quickly troubleshoot and resolve issues impacting both employees and payroll processes. You will be joining the team at a pivotal time as we recently completed the transition of our Payroll function to Oracle's HCM Cloud platform.
**Responsibilities**
+ Troubleshoot employee Payroll Tax issues and communicate with employees in a timely, courteous and professional manner to deliver excellent payroll support
+ Manage employee Payroll Tax cases, perform in-depth research and resolve cases efficiently and thoroughly, meeting both volume and quality service measurement standards
+ Maintains internal controls that have been established and follow standard operating procedures
+ Maintains knowledge of federal, state, and local legal requirements by studying existing and new legislation
+ Performs other job-related duties as assigned
**Education & Experience Required**
+ Four year college degree or equivalent experience
+ 2+ years of experience as a payroll tax analyst, Payroll analyst or payroll manager
+ Oracle HCM Payroll experience (preferred)
+ Excellent collaboration & teamwork skills
+ Excellent communication skills
+ Strong problem-solving skills
+ Flexible and adaptable to changes in procedures, processes, systems, etc.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
**Responsibilities**
+ Troubleshoot employee Payroll Tax issues and communicate with employees in a timely, courteous and professional manner to deliver excellent payroll support
+ Manage employee Payroll Tax cases, perform in-depth research and resolve cases efficiently and thoroughly, meeting both volume and quality service measurement standards
+ Maintains internal controls that have been established and follow standard operating procedures
+ Maintains knowledge of federal, state, and local legal requirements by studying existing and new legislation
+ Performs other job-related duties as assigned
**Education & Experience Required**
+ Four year college degree or equivalent experience
+ 2+ years of experience as a payroll tax analyst, Payroll analyst or payroll manager
+ Oracle HCM Payroll experience (preferred)
+ Excellent collaboration & teamwork skills
+ Excellent communication skills
+ Strong problem-solving skills
+ Flexible and adaptable to changes in procedures, processes, systems, etc.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
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Tax professional job description example 2
Deloitte tax professional 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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Tax professional job description example 3
Ampcus tax professional job description
**Need to ensure they have property tax experience (fixed assets and leases) this is not a position that will be related to sales and use tax. Also this position is remote, they do not have to live in Orlando to do this job**
•Tax compliance activities
•Completion of all property tax requirements through ongoing coordination of outsourced support
•Pull asset supply and inventory data for outsource project
•Process funding requests
•Provide fixed asset and lease information
•Contact jurisdictions for assessment requirements
•Completion of relationship and monitoring supplier metrics for SLA (Service Level Agreement) delivery standards
•Work with appropriate internal groups and jurisdictions to clear property tax liens
•Tax consulting / strategic planning
•Provide level one and two tax analysis, planning, control and reporting
•Identify assessment reduction opportunities and execute action plans for real and personal property
•Document, comply, monitor, evaluate, and update internal state and local tax policies and procedures
•Research, analyze, and prepare multi-state business and affiliate state and local tax refund opportunities
•Research and provide property tax back up documents based on law, and explanation to ***'s customers
•Provide property tax estimates for early termination and end of term
•Provide consulting on property tax issues for customer groups
•Provide monthly volumes of returns and tax bills of service fee accruals
•Contact tax jurisdiction offices regarding personal and/or real estate tax issues
•Tax auditing / reverse audits
•Complete the day to day work activities of the audit and consulting team
•Representing and defending the SOC's (*** Operating Company) through assigned duties to support property tax audits
•Identify, communicate and conduct strategic audits/refunds to recover property tax overpayments
•Compile, organize, document and communicate business data for state and local taxing authorities to lead and conduct assigned property tax audits
•Communicate audit results
•File and pursue identities refund opportunities
•Support outsourcing partners in audit defenses
•Tax accounting
•Provide accrual reserve and analysis
•Provide support for month end journal entries as per request
•Prepare reconciliation for property fax file upload (SFS)
•Correct system error in generating the property tax billable file (SFS)
•Prepare all property tax bill reconciliations
•Track and report metrics
•Process property tax check refunds
•Projects
•Supports SOC's internal audits to document compliance
•Provide customer training on property tax functions
•Support the property tax compliance segment of all SOC migrations
•Approved projects requested by SOC
•Tax compliance activities
•Completion of all property tax requirements through ongoing coordination of outsourced support
•Pull asset supply and inventory data for outsource project
•Process funding requests
•Provide fixed asset and lease information
•Contact jurisdictions for assessment requirements
•Completion of relationship and monitoring supplier metrics for SLA (Service Level Agreement) delivery standards
•Work with appropriate internal groups and jurisdictions to clear property tax liens
•Tax consulting / strategic planning
•Provide level one and two tax analysis, planning, control and reporting
•Identify assessment reduction opportunities and execute action plans for real and personal property
•Document, comply, monitor, evaluate, and update internal state and local tax policies and procedures
•Research, analyze, and prepare multi-state business and affiliate state and local tax refund opportunities
•Research and provide property tax back up documents based on law, and explanation to ***'s customers
•Provide property tax estimates for early termination and end of term
•Provide consulting on property tax issues for customer groups
•Provide monthly volumes of returns and tax bills of service fee accruals
•Contact tax jurisdiction offices regarding personal and/or real estate tax issues
•Tax auditing / reverse audits
•Complete the day to day work activities of the audit and consulting team
•Representing and defending the SOC's (*** Operating Company) through assigned duties to support property tax audits
•Identify, communicate and conduct strategic audits/refunds to recover property tax overpayments
•Compile, organize, document and communicate business data for state and local taxing authorities to lead and conduct assigned property tax audits
•Communicate audit results
•File and pursue identities refund opportunities
•Support outsourcing partners in audit defenses
•Tax accounting
•Provide accrual reserve and analysis
•Provide support for month end journal entries as per request
•Prepare reconciliation for property fax file upload (SFS)
•Correct system error in generating the property tax billable file (SFS)
•Prepare all property tax bill reconciliations
•Track and report metrics
•Process property tax check refunds
•Projects
•Supports SOC's internal audits to document compliance
•Provide customer training on property tax functions
•Support the property tax compliance segment of all SOC migrations
•Approved projects requested by SOC
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Updated March 14, 2024
Updated March 14, 2024