Tax Technology Specialist
A Tax Technology Specialist works with tax software and technologies to improve the efficiency and accuracy of tax processing and compliance within organizations.
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Sample Job Descriptions for Tax Technology Specialist
Below are the some sample job descriptions for the different experience levels, where you can find the summary of the role, required skills, qualifications, and responsibilities.
Junior (0-2 years of experience)
Summary of the Role
As a Tax Technology Specialist, you will support our team in delivering high-quality, technology-driven solutions to clients to optimize their tax processes and address compliance requirements. This position requires a unique blend of tax knowledge and technical skills, along with a passion for leveraging technology to solve complex tax issues.
Required Skills
- Basic knowledge of tax software systems like Thomson Reuters ONESOURCE, Avalara, or similar.
- Proficiency in Microsoft Excel and other Office tools.
- Basic understanding of data analytics and visualization tools like Tableau or Power BI.
- Willingness to learn and adapt to new tax technologies and software.
- Keen analytical and troubleshooting skills.
- Strong organizational skills with the ability to manage multiple tasks and deadlines.
Qualifications
- A bachelor's degree in Accounting, Tax, Information Technology, or a related field.
- Understanding of tax laws, regulations, and filing requirements.
- Familiarity with computer systems, database management, and software applications relevant to tax functions.
- Ability to analyze data and generate insights to inform decisions.
- Strong problem-solving skills and attention to detail.
- Effective communication and collaboration abilities.
Responsibilities
- Assist in the implementation and maintenance of tax software applications.
- Collaborate with tax professionals to understand their workflows and identify technological efficiencies.
- Conduct research on emerging tax technologies and propose innovative solutions.
- Support clients with technical issues and troubleshooting related to their tax software.
- Prepare documentation and training materials for end-users.
- Participate in quality assurance of tax technology solutions.
- Ensure compliance with existing tax laws and regulations in technology applications.
Intermediate (2-5 years of experience)
Summary of the Role
A Tax Technology Specialist supports organizations by managing and improving tax-related activities through the use of technology. They are responsible for configuring tax systems, ensuring compliance with tax laws, and providing technical solutions to optimize taxation processes.
Required Skills
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Ability to manage multiple projects and meet deadlines.
- Proficient in Microsoft Excel and data analysis tools.
- Working knowledge of databases and SQL.
- Detail-oriented with a focus on accuracy and compliance.
Qualifications
- Bachelor's degree in Accounting, Finance, Information Technology, or a related field.
- 2-5 years of experience working with tax technology or in a tax-related role.
- Familiarity with tax software and applications.
- Understanding of tax laws and regulations.
- Experience with ERP systems, particularly in a tax module.
- Certification in tax or accounting such as CPA or CMA is advantageous.
Responsibilities
- Implement and maintain tax software systems to ensure accurate tax compliance.
- Troubleshoot and resolve technical issues within tax applications and databases.
- Stay updated on tax law changes and adjust systems accordingly.
- Collaborate with IT and tax teams to enhance tax-related functionalities.
- Develop and generate tax reports for internal analysis and compliance purposes.
- Provide training and support to users of tax technology systems.
- Assist in the design and execution of tax technology projects.
- Evaluate existing tax processes and recommend technology solutions to improve efficiency and accuracy.
Senior (5+ years of experience)
Summary of the Role
As a Senior Tax Technology Specialist, you will be responsible for leading initiatives to enhance tax processes through technology. This role will involve working closely with the taxation and IT departments to develop and implement tax technology solutions that improve accuracy, efficiency, and compliance within the organization.
Required Skills
- Expertise in tax technology solutions.
- Proficiency in data analytics and reporting tools.
- Strong leadership and project management abilities.
- Excellent communication and training skills.
- Ability to work cross-functionally with various departments.
- Critical thinking and problem-solving skills.
Qualifications
- Bachelor's degree in Accounting, Finance, Information Technology, or a related field.
- Certified Public Accountant (CPA) or equivalent is preferred.
- Minimum of 5 years experience in a tax technology or related role.
- Experience with tax software such as CorpTax, ONESOURCE, or Vertex.
- Strong understanding of tax laws and regulations.
- Proven track record of successfully leading tax technology initiatives.
Responsibilities
- Evaluate and implement tax software solutions.
- Ensure compliance with the latest tax regulations and standards.
- Develop and maintain tax data analytics and reporting systems.
- Collaborate with IT to improve tax-related systems and infrastructure.
- Provide training to the tax team on new technologies and tools.
- Lead cross-functional projects to streamline tax processes across the organization.
- Stay up-to-date with advancements in tax technology and propose adoption where beneficial.
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