Executive Job Description | Essential Duties/Functions - Manufacturing Exp. needed
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the our Tax Quality Manual ("TQM").
- Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
- Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
- Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
- Trains managers/staff on research skills and helps to appropriately frame tax issues for analysis
- Involve firm specialists, as appropriate
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the our Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
- Applies, correctly and proactively, FAS 109, FIN 48, and Firm policies, standards, and our TQM regarding them
- Helps others to learn and apply ASC 740-10 and Firm policies
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
- Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
- Maximizes client benefits, especially by decreasing client taxes, while managing risk
- Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate
- Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted.
Education:
- Four-year degree in Accounting
- Masters degree in accounting/tax - a plus, masters degree in taxation - preferred
Experience:
- 8 + years prior work experience
- Prior significant supervisory experience
- Leader/strong involvement in community
License/Certifications:
- CPA (may not be required if possesses other professional degree applicable to role)
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