Home Page

SAMPLE

TAX ACCOUNTANT

JOB DESCRIPTION

1. IDENTIFICATION

Job Title:          Tax Associate

Company:

Writer:

Work Hours:    Tuesday and Thursday, 8:30 am to 6:00 pm

Supervisor:

Date:

2. JOB SUMMARY

The tax associate will be required to prepare or assist in the preparation of tax returns for individuals, partnerships, corporation, S corporations and trusts.  Additional duties include preparation of amended tax returns, state returns and Allegheny County Personal Property Tax returns.  The tax associate will also prepare spreadsheets, client correspondence and responses to taxing entities.  All work of the tax associate will be reviewed by managers or tax specialists.

3. DUTIES AND RESPONSIBILITIES

1. Timetrak

• Billable and nonbillable time recorded daily.

• Accurate descriptions of work performed recorded daily.

• Daily and final timesheet report to payroll department by the 15th and 30th of the month.

2. Spreadsheets

• Prepare list of clients, type of returns and due dates when requested.

• Asset list and their values for returns as needed.

• Copies printed and delivered to tax-in-charge.

3. Preparation of Returns

• Client number and Computax locator number requested for new clients.

• Tax control sheets completed and a copy to the tax manager.

• All information pertaining to the return photocopied and organized in the client file.

• Client file and tax control sheet returned to tax-in-charge for review.

4. Checking for Accounting and Auditing Department

• Proofread financial statements.

• Footing of financial statements.

5. Administrative

• Correspondence prepared on WordPerfect and typing control sheets to tax secretary.

• Photocopies made on request.

• Backlog report given to tax secretary weekly.

4. TOOLS AND MATERIALS

1. Calculators and adding machines.

2. Computer.

3. WordPerfect, Lotus 1-2-3, Computax and Timetrak computer software systems.

4. Copying machine.

5. Financial records.

6. Tax forms.

5. PHYSICAL DEMANDS OF THE JOB

The following are the physical demands of a tax associate:

• Talking

• Close vision

• Hearing

• Reaching

• Handling

6. AUTHORITY RELATIONSHIPS

The tax associate is under the general supervision of the manager of the tax department and is supervised by the tax-in-charge for specific tax returns.

7. JOB SPECIFICATIONS

1. Education:  undergraduate or graduate student majoring in accounting.

2. Experience:  in-house training provided, courses in tax helpful.

3. Salary:  $8.00 per hour.

4. Personal qualities:

• Neat and professional appearance.

• Ability to concentrate for long periods of time.

• Liking for detailed work.

• Ability to work carefully and accurately.

• Basic understanding of federal and state tax forms.

• Knowledge of computers.

• Good organizational skills.

• Ability to analyze and interpret facts.

• Mathematical aptitude.

• Ability to work effectively with others.