Tax Accountant Job responsibilities - Whittier Trust
JOB DESCRIPTION Tax Associate
POSITION SUMMARY
The Tax Associate reports to the Tax Manager and works closely with the other Tax Associates in the department. The position is responsible for the preparation and review of tax returns, including ensuring all federal and state income tax returns are prepared timely and accurately and in compliance with applicable laws. The position is also responsible for 1099 year-end tax information reporting.
PRIMARY RESPONSIBILITIES
? Tax return preparation: Prepare corporate, fiduciary (complex, grantor, simple and split-interest), gift, individual, partnership and private foundation tax returns, including preparation of work papers and lead sheets; preparation of tax projections and related estimated payments; analyze client information and offer recommendations for reducing client tax liabilities; perform tax research.
? Assist in preparation of our clients'1099 (1099-B, INT and DIV) year-end tax information reporting, including reviewing, recommending, and making adjustments to client year-end tax reports.
? General accounting for client business' to be used in preparing income tax returns, including preparation of trial balances and related adjusting journal entries; preparing deposits and disbursement requests.
? Stay current on latest tax law changes. Take advantage of continuing education opportunities.
? Assist with general administrative functions of the Tax Department. ? Assist with other Corporate accounting projects as needed. ? Special projects, as necessary.
COMPETENCIES REQUIRED
? Minimum 2+ years' experience in tax preparation. ? Excellent knowledge of federal and state tax laws and regulations. ? Strong knowledge of Excel, Word and Quick Books. ? Strong written and verbal communication skills. Must be able to communicate
clearly and concisely with senior management, client administration, portfolio managers and high-net-worth clients. ? Strong reconciliation and analysis skills. ? Must be a team player and be willing to work over-time (including weekends) when necessary.
PERSONAL CHARACTERISTICS
? Strong client service focus. Responsive to needs of colleagues and clients. ? Ability to prioritize and multi-task. ? Meticulous attention to detail. Must be thorough and accurate. ? High integrity with a strong work ethic.
EDUCATIONAL REQUIREMENTS
? Bachelors' degree required. ? Master's degree in taxation preferred. ? CPA not required but it would be expected that they are working towards this goal.
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- corporate staff accountant the cabrillo economic development corporation
- tax staff accountant
- description example of corporate tax accountant job velvet jobs
- corporate tax accountant data i o
- das accountant job description
- job description tees law
- tax accountant job description updated
- corporate accountant job description
- position description assistant accountant learning links
- accountant i job description mesa arizona
Related searches
- accountant job responsibilities resume
- general accountant job description sample
- general accountant job duties
- financial accountant job description sample
- accountant job description duties
- accountant job duties
- financial accountant job duties
- senior accountant job duties
- senior accountant job description template
- senior accountant job posting
- government accountant job description
- accountant job description sample