What are the responsibilities and job description for the Tax Consultant position at Complete Staffing Solutions?
Job Description
Job Description
Tax Consultant
The Tax Consultant is responsible for the preparation and review of tax returns and estimates for an assignment of individual tax clients; advising the Tax Compliance Team members on area processes.
Responsibilities
Prepare and review tax returns and estimates for individual clients.
Advise the Tax Compliance Team members on Tax Compliance processes, including, but not limited to, filing tax returns, making tax payments, tracking returns and payments, and taking fees.
Assist Tax Compliance Team members on area processes for the April tax deadline.
Work closely with other Tax Team members to ensure the needs of the department are met.
Education, Experience & Qualifications
Bachelor’s Degree in business or accounting concentration.
Investment / Financial Services industry experience, with a strong foundation in back and middle office operations.
Minimum 10 years’ experience in individual tax and / or tax compliance environment.
Solid understanding of Investment Management concepts.
Outstanding oral and written communication skills.
Excellent organization skills, combined with persistence and good problem-solving skills.
Strong interpersonal skills and the ability to interact effectively.
Exercise judgment and use tact and discretion when handling complex and confidential matters, even in high stress situations.
Ability to work well in a team environment and develop strong relationships with both department members as well as others through the office, including Trustees and Senior Management.
Skills
Have both a strong work ethic and a sense of “getting it right”.
Solid client service skills.
Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Tax Consultant?
Sign up to receive alerts about other jobs on the Tax Consultant career path by checking the boxes next to the positions that interest you.
