State & Local Tax Resume Samples
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State & Local Tax Resume Samples
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NM
N Mohr
Ned
Mohr
126 Brenna Ways
Philadelphia
PA
+1 (555) 994 0348
126 Brenna Ways
Philadelphia
PA
Phone
p
+1 (555) 994 0348
Experience
Experience
Boston, MA
Senior Accountant, State & Local Tax
Boston, MA
O'Connell-Bartell
Boston, MA
Senior Accountant, State & Local Tax
- Manage and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisals
- Maintain active communication with clients to manage expectations and ensure satisfaction
- Assist with voluntary disclosure projects
- Assist with due diligence projects
- Assist clients with various compliance matters including state tax return preparation
- Working knowledge of SAP or equivalent ERP a plus
- Assist multi-state companies with state and local tax controversies which includes preparing written protests
Los Angeles, CA
Senior Manager, State & Local Tax
Los Angeles, CA
Heaney Group
Los Angeles, CA
Senior Manager, State & Local Tax
- Assessing and estimating SALT exposures and developing audit positions
- Assisting with analyses of legal entity restructuring
- Assessing the impact of IC transactions on US Group state tax efficiency (e.g., debt leveraging, royalties, economic nexus)
- Identifying and onboarding complementary software applications that
- Supporting the VP Global Tax and Director, Tax in strategic SALT planning
- Strong knowledge of the development, planning, and execution of sales and transactions tax refund claims
- Participate in multi-state Alternative Investment firms (hedge fund, fund to funds, private equity, real estate) firms with state and local tax issues including compliance, advising, planning, and controversies. Analyze state tax considerations and impacts related to business restructuring projects and intercompany transactions
present
Chicago, IL
Director, State & Local Tax
Chicago, IL
Rowe-Gutmann
present
Chicago, IL
Director, State & Local Tax
present
- May manage department via multiple layers of managers OR directly supervise a staff of professionals IC's at the senior or technical advisor level
- Lead a tax team via mentorship and continuous development, fostering a culture of constant improvement and progress
- Manage, negotiate and resolve income and franchise tax audits
- Provide expertise on evolving tax structures to optimally support company's expected growth
- Partner with various leaders across the company to develop and implement tax strategies, as necessary
- Provide the necessary audit support for any relevant examination by tax authorities
- Effectively manage use of advisers by optimizing all internal and external resources
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Seton Hall University
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to work with teams in diverse functional areas
- Excellent communication skills
- Oversee the resolution of any tax issues related to acquisitions, restructuring or tax audits
- Provide expertise on evolving tax structures to optimally support company's expected growth
- Oversee implementation and maintenance of domestic transfer pricing strategies
- Partner with various leaders across the company to develop and implement tax strategies, as necessary
- Identify, analyze and implement other tax planning opportunities or ways to mitigate tax risks
- Manage activities including review of accounts, tax returns, ruling requests and any other interaction with tax advisors and tax authorities
- Provide the necessary audit support for any relevant examination by tax authorities
- Advise the company on the relevant SALT implications of our international and domestic operations and recommended courses of action
11 State & Local Tax resume templates
Read our complete resume writing guides
1
Analyst, State & Local Tax Resume Examples & Samples
- Tax compliance, including the preparation of returns and estimates, and corresponding with state tax departments to resolve outstanding matters
- Preparation of complex tax adjustments
- Special projects
- Tax provision preparation support
- 5-7 years of domestic corporate tax experience, preferably in a large corporate environment or a public accounting firm
- Significant state and local tax compliance experience
- Some federal tax experience preferred
- Strong project management, analytical, and communication (verbal and written) skills
- Capable of managing multiple tasks, and excel in an environment innate with time constraints and rapid turnaround situations
- Proficient in MS Word and highly developed/strong/exceptional knowledge of MS Excel/spreadsheets is preferred
- ASC 740 (f/k/a FAS 109) experience preferred, but not required
- Financial services industry experience preferred, but not required
- Experience with Tax Series or similar tax compliance application preferred but not required
2
Senior State & Local Tax Analyst Resume Examples & Samples
- Providing quality, timely and responsive services and work products. Supervise the work of staff professionals
- Income taxes
- Experience with state and local income taxes in all states in a corporate consolidated return environment
- Multi-state review of unitary/combined/separate tax returns including payroll and apportionment
- Review corporate estimated state income/franchise tax payments
- Assist in compliance processing and prepare federal to state reconciliations
- Maintain state tax calendar and ensure that all state related compliance is filed on a timely basis
- Assist manager with audit settlements, state notice responses and other state related projects as needed
- Oversee state e-file process
- Non-income taxes
- Prepare or coordinate with outsourced preparer for property, sales and use, gross receipts, commercial rent and occupancy, and unclaimed property taxes
- Obtain tax clearance of good standings and withdrawals from state agencies
- Experience with supporting income tax accounting function, deriving state effective tax rate and assist in analyzing state prepaid/liability accounts
- Supports and exhibits behavior consistent with the sales and service philosophy of OUTFRONT Media
- Performs other related duties as required
- A bachelor's degree and approximately 4 years of related work experience; or a graduate degree and approximately 3-4 years of related work experience
- A CPA or progress toward certification
3
Director, State & Local Tax Audits Resume Examples & Samples
- Must have experience (10+ years) with SALT - income and franchise tax either with Big Four and/or large public companies
- Must have experience with tax controversy
- Must have strong verbal communication and writing skills
- Must be detail oriented, organized and demonstrate the ability to multi-task and meet deadlines
- Strong computer skills, including Microsoft Excel and Word, required
- Strong Research skills required
- CPA and/or JD preferred but not required
- Entertainment industry background preferred but not required
4
State & Local Tax Senior Resume Examples & Samples
- 3+ years of State & Local Tax (SALT) experience
- Accounting Degree, BS, JD, LLM
- Excellent written and verbal skills
5
State & Local Tax Analyst / Accountant Resume Examples & Samples
- State income tax compliance projects
- Assist clients with SALT controversies in areas of income/franchise tax, sales and use tax, employment and property tax
- Research and draft technical memoranda dealing with a variety of SALT
- Assist with Business Development
- Assist the Assurance department in identifying and resolving state tax Assurance related issues
6
State & Local Tax Senior Resume Examples & Samples
- Bachelor's degree required; Master's degree in Taxation or a JD with LLM in Tax preferred
- Minimum of 2 years of related tax experience
- Previous experience in state and local tax preferred
7
VP of State & Local Tax Resume Examples & Samples
- 7+ years of tax experience, the majority of which should be in State and Local Tax
- Strong management and communication skills in order to sufficiently supervise and develop staff, work collegially with peers and forthrightly with external auditors and vendors, and generate, communicate and deliver clear tax reporting to management
- Bachelor's Degree or higher
8
Senior Manager, State & Local Tax Resume Examples & Samples
- Manage the preparation and review of multi-state income and franchise tax returns, including federal state differences, multi-state allocation and apportionment
- Manage the preparation and review of state and local non-income tax returns including property tax filings, annual reports, and miscellaneous tax returns
- Prepare quarterly state estimated taxes and annual extensions calculations
- Assist with quarterly and annual state tax provision
- Manage state audits
- Assist with state and local tax planning, mergers and acquisitions
- Monitor and analyze proposed state and local tax legislation, regulations, court cases, etc. to ensure accurate tax filings
- Maintain knowledge and compliance with state tax laws and their impact to the Company
- Manage interactions with external tax advisors and external auditors
9
State & Local Tax Intern Resume Examples & Samples
- Major: Accounting, Finance, Management Information Systems
- Excellent communication and interpersonal skills (both written and verbal)
- Good organizational skills & detail-oriented
- Authorized to work in the United States of America
10
State & Local Tax Senior Resume Examples & Samples
- Bachelor’s degree in accounting with 3 years experience working in the state and local tax area required. Preference given to candidates with public accounting experience
- A law degree or CPA is preferred and masters in taxation or LLM a plus
- Excellent spreadsheet skills
- Familiarity with sales and use tax and accounting principles
- Dynamic interpersonal manner with the ability to communicate effectively
- Ability to work in a fast pace environment while managing multiple priorities
11
Senior Manager, State & Local Tax Resume Examples & Samples
- Participate in multi-state Alternative Investment firms (hedge fund, fund to funds, private equity, real estate) firms with state and local tax issues including compliance, advising, planning, and controversies. Analyze state tax considerations and impacts related to business restructuring projects and intercompany transactions
- Review information presented on state income tax returns before, during, and after preparation. Alternative Investment industry knowledge and experience
- Participate in KPMG audit teams with review and analysis of state tax-related income and balance sheet items
- CPA, JD/LLM or MST (Masters in Taxation) or completion of an advanced degree or professional designation: MPAD (Masters of Public Administration), MSRE (Masters of Science-Real Estate, MCRP (Masters of City and Regional Planning), MPP (Masters in Public Policy), MUA (Masters in Urban Affairs) OR CECD (Certified Economic Developer), EDFP (Certified Economic Development Finance Professional) (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
- Proficiency in Microsoft Excel, Access, SQL Server, XML, PowerPoint, Project, Visio, or process mapping software and strong technical awareness and basic knowledge of global indirect tax issues
- Experience with various other corporate taxes and their impact on sales tax
12
Senior Associate, State & Local Tax Resume Examples & Samples
- Provide excellent client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies
- Help clients with technology applications related to their tax reporting needs
- Two years of experience in providing sales and transactions tax research and technical advice on multi-state issues
13
State & Local Tax Resume Examples & Samples
- Assist multi-state companies with state and local tax issues, including income tax compliance and related research
- Help clients with tax issues related to income and franchise taxes
- Prepare and/or review state income tax estimated payments, extensions and tax returns; primarily work at the client site
- Assist in handling notices received from state tax authorities
- Research and draft technical memoranda related to compliance issues
- One year of experience performing tax research and providing technical advice on multi-state tax issues
- Ability to foster client relationships
14
Tax Experienced Associate State & Local Tax Income Franchise Resume Examples & Samples
- 2 years of current or recent experience in public accounting, law firm or corporate tax department
- Minimum of 1 years’ experience providing state and local tax consulting services
- Tax compliance experience/background a plus
- Diverse background of both tax consulting and tax compliance activity
15
State & Local Tax Senior Resume Examples & Samples
- Knowledge of a variety of state and local tax laws, including multi-state income tax planning, compliance, preparing returns, income tax accounting, controversies, restructuring, due diligence and audit defense
- Exhibit technical skills, including FAS 109, MS Excel modeling, unitary filing, apportionment methodologies, tax base rules, tax research, compliance and consulting as it relates to multi-state jurisdictions
- Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions. Lead in developing recommendations and implementation plans and make informed decisions in complex and judgmental areas; representation before various state and local authorities
- Manage the work of client service team members and oversee document management, data gathering, and drafting/editing reports
- Manage multiple engagements simultaneously, complete engagements within budget parameters and meet deadlines
- Bachelor degree required, masters degree a plus
- 2+ years of tax experience including state and local tax as well as income and franchise tax
- Strong technical skills, proficiency with MS Office suite and attention to detail
16
State & Local Tax-avp Resume Examples & Samples
- Manage the timely response to and resolution of all state income tax notices including maintaining log, drafting correspondence, reconciling payments, confirming interest and penalty calculations
- Assist Director in all stages of key State & Local income tax audits, including preparing response to information requests, modelling settlement proposals and preparing tax risk reporting and reserve analysis
- Manage portfolio of smaller Multi-State Tax, Payroll Tax, and Indirect Tax controversy preparing correspondence and documentation and analysis
- Assist in projects to analyze new tax rules or positions in the area of state and local and indirect tax. This assistance can include research concerning the rules to be applied in a specific state and the computation of potential tax under alternative scenarios
- Monitor and summarize proposed and enacted legislation
- Understand the state tax positions and work with other members of Finance to understand the data that supports those positions
- Assist in providing advisory support including technical research to the US Tax Compliance function in its preparation of State and Local Tax filings
- Work with computing state tax rates used for financial reporting purposes
- Prepare tax risk and control reporting for indirect and employment tax in accordance with Barclays Tax Risk Framework
- Coordinate large projects such as the research and development credit, FBAR, and location strategy initiatives
- Work with various functions within Finance, i.e. Financial Control, Product Control, GEPS, and HR Finance to provide support and receive data
- Train and educate summer interns in state and local tax
- Bachelors degree in accounting, finance or related discipline required
- 5+ years of experience in state and local tax and/or in state and local tax authority audits either at accounting firm or in financial services industry
- Strong analytical and problem solving skills demonstrating an understanding of the key financial drivers of the company
- Excellent communication and interpersonal skills with the ability to work collaboratively across functions and departments
- Thorough specialized knowledge and understanding of US State and Local Tax and Indirect Tax. Depth in understanding and conveying with particular clarity, complex tax concepts and issues (e.g. Nexus, apportionment and revenue sourcing)
- Strong attention to detail with ability to manage multiple priorities
- Flexible with demonstrated ability to perform under pressure
- Result-driven with a commitment to continuous process improvement
- Highly proficient in Excel, PowerPoint
- Professional degree and/or professional certification (MBA, CFA, CPA, etc)
17
State & Local Tax Associate Resume Examples & Samples
- State tax compliance – preparation of workpapers, extensions, estimated tax calculations, and original and amended returns
- State tax controversy – responsible for responding to and managing state tax notices, and supporting audit and tax litigation
- State tax planning – responsible for gathering tax data for tax initiatives and forecasting state tax impact of geographic expansion, M&A activity, new products and changes in business and state tax law
- State tax accounting – responsible for gathering data for state effective tax rate, provision and FIN48 accounting
- Requires 3 - 5 years of direct work experience with state tax reporting and compliance
- Bachelor’s degree in accounting or finance, CPA preferred
- Proficiency with OneSource Income Tax, OneSource Tax Provision, and Excel preferred
- Proficiency with online research tools RIA, BNA, and CCH preferred
- A self-directed approach to dealing with state and local tax compliance issues
- Ability to memorialize tax issues, analysis, and conclusions in written memorandum
18
State & Local Tax Analyst Resume Examples & Samples
- Supports employees in the state and local tax function
- Supports all state and local compliance including engagements with external service providers
- Supports accounting and forecasting including accounting for state and local income taxes and accrual of sales and use, personal property, and real estate tax
- Supports all state & local tax audits
- Provide general state & local tax support to business units
- Supports and participates in special projects outside of state and local tax
- Bachelor’s Degree in Accounting, or related field required; Master’s Degree in Taxation, CPA, or JD/LLM preferred
- At least 1 year experience in corporate tax, including state and local tax, focusing on large publicly traded corporations, including a combination of industry and either public accounting or law firm experience
- Strong computer skills, including Microsoft Excel, are required, and proficiency with Access, SAP, HFM, and tax software is preferred
- Strong internal and customer centricity and interpersonal skills
- Demonstrated continuous improvement focus
19
Manager, State & Local Tax Resume Examples & Samples
- Ensure staff is properly trained to accurately complete all compliance related requirements
- Review all compliance work for accuracy and ensure timely filing
- Ensure that appropriate documentation and records are retained so support tax filing positions that may become subject to audit or review
- Assist with state and local indirect tax audits as needed
- Prepare account reconciliations and researches unusual reconciling items and follow up to make sure that all reconciling items are resolved
- Monitor current law changes along with proposed and pending tax legislation for the US, Canada, and Puerto Rico
- Researches questions related to the tax reporting when requested by internal or external individuals
- Create a positive working relationship with IT and accounting to get an understanding of current reporting methods and requirements and help to develop new processes as necessary
- Bachelor Degree in accounting, finance or business (certain prior work experience may be given credit); CPA, Masters in Tax, or MBA preferred
- 5 plus years of tax related work experience
- Proficiency in the use of PC software tools for reports and analysis
- Experienced with tax return compliance software (Vertex, OneSource, PTMS, LicenseHQ) and tax research tools (CCH, RIA, BNA, etc.)
- SAP Experience would be helpful
- Strong analytical skills and attention to detail
20
State & Local Tax Market Leader Resume Examples & Samples
- Proven market leader to take ownership of and lead our New York SALT practice expansion initiative
- Leader must be viewed as a SALT expert by the New York market place and have deep long-term relationships with tax executive decision makers in the healthcare, private equity, hedge/alternative fund, manufacturing, distribution and/or retail industries
- Applicant must have intimate knowledge of the New York SALT marketplace and a proven ability to develop a practice through business development initiatives
- Candidate will also have the opportunity to collaborate with other partners and senior managers on proposals and business development initiatives with SALT components
- Applicant will consult, work with, service and make recommendations on business and process improvement and serve as a value added business advisor to clients
- Candidate will be hiring, managing, developing, training and mentoring New York’s SALT team on projects and assessing performance for engagement and year-end reviews
- Must have the ability to plan, execute, direct, and complete SALT and unclaimed property projects in a wide variety of industries; provide tax planning, consulting, and compliance expertise to clients; and manage to budget
- Must maintain and expand knowledge base in area of expertise, comply with continuing education requirements; be a leader in appropriate professional organizations, independent study, etc
- At least 8 to 12 years of progressive SALT consulting and compliance experience in public accounting
- Proven ability of building profitable long-term client relationships
- Proven ability of managing numerous engagement teams on multiple client projects
- Expertise in state pass-through nexus determinations, sales sourcing, withholding provisions and multi-state income tax planning is desirable
- Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales and Use Tax, unclaimed property, with Property Tax a plus; must be eager to work on a variety of SALT issues
- Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication skills
21
Senior Manager, State & Local Tax Resume Examples & Samples
- In addition to the above, the Senior Manager SALT will play a key role in the continued development of the department with respect to
- Supporting the VP Global Tax and Director, Tax in strategic SALT planning
- Integration of acquisitions with the US Group (including PPA accounting for SALT attributes and related FIN 48 and FAS 5 reserves)
- Assisting with analyses of legal entity restructuring
- Development of processes in the use of SAP and supporting workpapers for state income and operating tax purposes including
- Effect of acquisitions on US Group ETR and tax attribute utilization
- Maintenance and tracking of state apportionment factors
- Implementation of compliance processes for operating taxes (e.g., sales and use tax compliance, property taxes)
- Assessing the impact of IC transactions on US Group state tax efficiency (e.g., debt leveraging, royalties, economic nexus)
- Assessing and estimating SALT exposures and developing audit positions
- Identifying and onboarding complementary software applications that
- Support SALT compliance as needed (e.g., sales/use tax reporting)
- Strong managerial and mentoring skills
- Collaborative, proactive professional demeanor
22
State & Local Tax Acct Resume Examples & Samples
- Assists with other state and local tax compliance issues as necessary
- Bachelor's degree in Accounting or a related field and three years progressively responsible experience in accounting; or
- A general educational knowledge normally acquired through a high school diploma or a General Equivalency Diploma (GED) and five years professional progressively responsible experience in accounting
23
Corporate Tax-state & Local Tax Controversy Resume Examples & Samples
- Interacting with state tax auditors
- Responding to notices
- Responding to IDRs
- Working with Compliance group and other members of the tax department to resolve audit issues
- Working on protests and administrative appeals
- Bringing audits to resolution through settlement agreements
- Communicating issues raised on audit to the Compliance group to be considered for filing positions and to the Accounting for Income Tax group for FIN 48 purposes
- Attend weekly group meeting and wider weekly SALT meeting to discuss new developments and share ideas with rest of members
- The ideal candidate should have 4 – 8 years state and local tax experience including working with auditors
- Big 4 accounting firm and/or Financial Service Industry experience is preferred
- A self starter who also possesses excellent communication, organizational and attention to details skills
- Ability to effectively use various programs such as Microsoft Office, including Microsoft Excel and PowerPoint and One Source Income Tax and Apportionment
24
Manager, State & Local Tax Resume Examples & Samples
- Participate in multi-state Alternative Investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies
- Build and manage client relationships, as well as supervise, mentor, and develop staff
- Research and draft technical memoranda regarding income, franchise, sales and use tax questions
- Five years of experience performing tax research and preparing state income tax returns for pass-through and corporate entities, performing tax research, providing technical advice on multi-state tax issues
- CPA, JD/LL.M. in Taxation, and/or Master's in Taxation (MST) or completion of an advanced degree or professional designation. (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
- Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
- Excellent writing, compliance, communication, management and tax research skills
25
Senior Associate, State & Local Tax Resume Examples & Samples
- Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
- Work as part of a multi-disciplinary team helping to provide subject matter/ Alternative Investment industry knowledge and experience
- Two years of experience performing tax research and preparing state income tax returns for pass-through and corporate entities, performing tax research, providing technical advice on multi-state tax issues
- Ability to foster relationships both internally as well as with clients
- Excellent writing, compliance, communication, and tax research skills
26
Director, State & Local Tax Resume Examples & Samples
- Lead a tax team via mentorship and continuous development, fostering a culture of constant improvement and progress
- Lead and direct relationships with external consulting firms to manage the company's outsourced indirect tax and state & local direct tax compliance, ensuring compliance with all such required tax return filings
- Lead and direct relationships with external law and consulting firms to plan, implement and execute our tax strategies
- Advise the company on the relevant SALT implications of our international and domestic operations and recommended courses of action
- Provide expertise on evolving tax structures to optimally support company's expected growth
- Oversee implementation and maintenance of domestic transfer pricing strategies
- Partner with various leaders across the company to develop and implement tax strategies, as necessary
- Identify, analyze and implement other tax planning opportunities or ways to mitigate tax risks
- Manage activities including review of accounts, tax returns, ruling requests and any other interaction with tax advisors and tax authorities
- Provide the necessary audit support for any relevant examination by tax authorities
- Oversee the resolution of any tax issues related to acquisitions, restructuring or tax audits
- Monitor and analyze tax cases, regulations and laws in order to convey to management information regarding technical developments and their application to relevant SALT issues and their financial statement impact, if any
- Prepare and present tax updates for presentation to upper management, as requested. Review and approve monthly use tax accruals, journal entries, account reconciliations and related supporting documentation
- Bachelor's degree in Accounting, Finance or Taxation required
- Master's degree and/or JD preferred
- CPA and Big 4 tax experience required
- Minimum of 10 years of progressive tax experience (with a blend of public accounting and public multinational retail experience a plus)
- Strong technical knowledge of SALT and accounting, SEC rules and requirements and knowledge of indirect tax compliance in the U.S. (i.e., sales & use tax) and other countries (e.g. GST/VAT)
- Strong working knowledge of U.S. combined and separate-state tax returns and ASC 740
- Track record of driving organizational change and improving functions
- Ability to respond to, prioritize effectively and meet deadlines while maintaining the highest of standards of completeness and accuracy
- Effective and decisive under pressure
- Strong planning, research, communication (written and verbal) and presentation skills
- Strong excel, word and power point skills and strong sense of business ethics, integrity and discretion
27
State & Local Tax-salt Group Resume Examples & Samples
- Prepare quarterly estimates of state taxable income
- Bachelors degree in Accounting or related field required, Advanced degree and/or CPA a plus
- 4+ years of experience in the Tax field
- Working knowledge of corporate and partnership taxation
- Strong computer skills overall; proficient with MS Excel and Word
- Corptax working knowledge a plus. Comfortable with learning new tax software applications
28
Senior Accountant, State & Local Tax Resume Examples & Samples
- Review tax returns completed by staff and provide recommendations on return preparation regarding accuracy and tax savings opportunities
- Assist multi-state companies with state and local tax controversies which includes preparing written protests
- Manage and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisals
- A Bachelors degree with an accounting major, CPA required
- Minimum of three (3) years of progressive tax compliance and/or consulting experience, experience in public accounting preferred
- Prior State and Local Tax experience is required
29
State & Local Tax Supervisor Resume Examples & Samples
- Perform technical tax review and approval of state/local income tax, franchise tax, sales/use tax and property tax returns
- Assume full responsibility for more complex state tax returns and delegate to other Corporate Tax team members as deemed necessary
- Prepare or review quarterly state tax estimate/extension calculations, approve state income/franchise estimate/extension tax payments, and preparing and reviewing state income/franchise tax return calculations
- Manage and perform state tax research projects to achieve an accurate and efficient state tax position. Delegate research projects to other Corporate Tax team members as deemed necessary
- Research, analyze, and interpret new or revised state/local tax law changes and evaluate organizational impact to create value for business units
- Demonstrate knowledge of ASC 740 and ability to review state income tax accrual calculations. Prepare provision relevant information and complete provision to return analysis coincident with the state income/franchise return completion
- Assist the Domestic Tax Compliance Manager with identifying relevant federal issues that may impact state income tax compliance
- Manage state/local direct and indirect tax audits
- Bachelor’s degree in accounting or related degree,
- 7 to 10 years of specialized SALT experience performing research and providing quality technical advice
- Good communication (verbal and written), organization, and analytical skills are a must
- Solid understanding of multistate tax issues and concepts
- High level of competence working with corporate income tax software and maintaining or developing work papers that adequately document and support tax positions. Experience with OIT a plus
- CPA and/or MST preferred a plus
30
Manager, State & Local Tax Resume Examples & Samples
- Research tax treatment implications of different entities and multiple jurisdictions
- Minimize state and local tax liability through research and by using appropriate tools and resources
- Analyze reports and present complex data to support recommendations on tax implications for regulated and unregulated strategic business ventures under consideration
- Determine appropriate tax filing requirements based location of each business
- Prepare comprehensive recommendations to Sr. Manager – Tax Compliance, anticipates questions, and responds accordingly; acts as an advisor to appropriate parties as required
- Represent the Department in meetings with other Business Units, senior management, local regulators and other external parties
- Conduct and document state FIN 48 analysis
- Stay abreast of tax implications of Company’s green initiatives and as the Company expands into new jurisdictions across the United States
- Ensure the Department adheres to SOX controls related to tax processes
- Review state and local income tax returns to ensure accuracy, completeness, and compliance with internal procedures and external regulations
- Assist with quarterly provision process and annual Federal return, as necessary
- Coach, mentor, and hold direct reports accountable for substantive application of Generally Accepted Accounting Principles (GAAP)
- Participate in due diligence meetings
- Bachelors degree in accounting, finance, or a related field
- Required a Masters in Tax or a CPA
- At least seven years of experience in a related field, including strong experience with state and local income tax research and compliance. MT, in possession, will equate to one year of experience
- Two years supervisory experience required
- Working knowledge of fuel, solar and other tax considerations unique to the energy and utility industries preferred
- Excellent communication skills, including proven ability to effectively articulate complex technical information to technical and non-technical audiences
- Proven ability to use Microsoft Office suite, reporting tools and research systems such as RIA or BNA to retrieve, analyze, report and present information
31
State & Local Tax Accountant Resume Examples & Samples
- Prepare and/or review state income/franchise tax returns, estimates, extensions, sales and use tax returns, property tax returns and other state and local taxes
- Respond to inquiries from state tax authorities
- Identify and communicate state tax planning ideas for clients, including tax research, computations, and related documentation
- Assist multi-state companies with state and local tax controversies
- Work closely with and directly communicate with partners, managers, and other team members, in addition to client personnel
- Maintain awareness of industry trends and governmental regulations
- Mentor and develop less experienced staff members
- Bachelor's/Master's degree in Accounting (preferred) or related degree, CPA or other related certification
- A minimum of two years of current and or recent state and local tax experience in public accounting or other setting requiring multi-state filings
- Have the ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical and research abilities
- Proficiency in Microsoft Office programs (Word and Excel required)
- Strict adherence to professional ethics
- Ability to successfully contribute to the success of a strategic business unit of the firm
32
State & Local Tax Shareholder / Director Resume Examples & Samples
- Lead and develop the SALT practice, including building internal and external client relationships via significant business development initiatives, while developing and mentoring SALT team members
- Develops and serves as a technical resource for state income/ franchise and indirect tax services needs
- Performs state and local tax compliance reviews, assists clients with state and local tax controversies including voluntary disclosure, and researches and draft technical memoranda regarding state and local tax issues
- Mentors and trains Staff, Seniors and Managers and Senior Managers
- Assists with proposals and business development, including the development of marketing materials and web-based marketing initiatives
- Writes and/or co-authors state and local tax articles for publication
- Experience training and supervising Staff, Seniors and Managers
- Experience with property, employment, sales/use, gross receipts and other miscellaneous state and local taxes preferred
- CPA or state bar membership in good standing preferred
- Able to handle multiple priorities, tasks and simultaneous projects
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Manager / Senior Manager, State & Local Tax Resume Examples & Samples
- Assist multi-state real estate, hedge fund, and private equity (alternative investment) companies with state and local tax issues, including compliance, advising, planning, and controversies
- Assist multi-state alternative investment companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
- Review information presented on state income tax returns, including partnership returns before, during, and after preparation
- Assist KPMG audit teams with review and analysis of state tax-related income and balance sheet items
- Assist multi-state companies with analyzing state tax considerations and impacts related to structural alternatives, business transactions, and withholding
- A minimum of five years of experience performing tax research and providing technical advice on multi-state tax issues
- Bachelor’s degree from an accredited college or university
- Eight years of experience in providing partnership compliance and tax research and technical advice on multi-state issues
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Tax Manager State & Local Tax Income Franchise Resume Examples & Samples
- Providing timely, high quality client service that meets or exceeds client expectations with tax advice and consultation that enable clients to increase shareholder value
- Manage tax assignments and related projects
- Develop specialized SALT knowledge as a firm expert within the Manufacturing, Wholesale and Distribution, Government Contractor, and Construction/Real Estate industries, Consumer Products
- Expected to recognize opportunities for providing additional services to clients, marketing technical specialty or expertise to clients
- Expected to be the client point of contact for multiple engagements. Manager will be the face of SALT for their clients
- CPA Certification or JD or LLM preferred
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VP of State & Local Tax Resume Examples & Samples
- 6+ years of Tax (Compliance, Corporate, State & Local) experience
- Bachelor's Degree in Accounting, Tax and/or a related field
- Previous experience in a Leadership, Management, and/or Supervisory role
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State & Local Tax Intern Resume Examples & Samples
- Assist team with various projects including tax rule research and customer mailing list
- Assist with scanning current returns and records for electronic filing
- Organize files into main file cabinet
- Log tax forms into saved spreadsheet including hyperlinks to the original form for easy lookup and retrieval
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Senior Manager State & Local Tax Resume Examples & Samples
- Responsible for U.S. compliance reporting related to state tax to ensure all reporting obligations are satisfied accurately and timely
- Support the tax accounting provision process for state tax under ASC 740 on a quarterly basis, including the calculation of various tax reporting schedules and return to provision true-ups
- Assist management with the Company’s state income tax audits and assist with IDR responses
- Respond to state tax notices and correspond with state agencies and NTT DATA, Inc.’s operating groups to ensure proper documentation is provided
- Maintain the Company tax books and records of documentation in support of state tax related attributes
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Senior Accountant, State & Local Tax Resume Examples & Samples
- The candidate should have experience in the following areas
- State tax provision preparation, balance sheet and footnote reporting under US GAAP for quarterly and annual SEC financial reporting
- ASC 740/FIN 48 and ASC 450/FAS 5 tax exposure analysis & calculation
- State current and deferred taxes including state ETRs, apportionment and nexus
- Interface with audit firm and advisors on state income and operating tax matters
- Assist with SALT tax due diligence and integration re: acquisitions
- State income tax return preparation, filing, payment and planning
- State tax audit preparation and defense
- State and local tax incentives
- Support HR and payroll functions re: state and local aspects
- Conducting state income and operating tax research
- Use of state research tools (BNA, RIA, etc.)
- Masters in Tax or comparable advanced degree preferred
- Working knowledge of US GAAP tax accounting and the use of financial reporting systems
- Working knowledge of SAP or equivalent ERP a plus
- State income tax provision and compliance experience
- Proficient research, analytical and reconciliation skills
- Strong upside potential
- High level Functional/Technical Skills
- Priority Setting
- Training and Mentoring skills
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Director, State & Local Tax Resume Examples & Samples
- Extensive technical skills, including ASC 740, nexus considerations, unitary filing, apportionment methodologies, tax base rules, tax research, compliance and consulting as it relates to multi-state jurisdictions
- Experience building and maintaining lasting client relationships. Experience identifying and selling potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
- 5+ years of experience required. Extensive knowledge of a variety of state and local tax laws, multi-state income and sales and use planning and compliance, income tax accounting, controversies, restructuring, due diligence and audit defense
- Bachelor's degree in Accounting required, Juris Doctorate or Master's degree in Taxation Preferred
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Assistant Director State & Local Tax Resume Examples & Samples
- Demonstrate knowledge of ASC 740 and ability to prepare income tax accrual calculations
- Support Tax Director in analyzing and documenting tax implications of business planning issues
- Support state income/franchise tax audits
- Preparation of combined/consolidated/unitary returns
- Handle income tax compliance for the Music segment
- Prepare correspondence and documentation to support questions raised by various taxing jurisdictions through correspondence and the tax audit process
- Interact with accounting, finance, and operating business unit staff
- Maintain the department’s compliance calendar
- Undergraduate degree in Tax/Accounting, MBA/MS in tax a plus
- Minimum of 10 years of state and local tax experience with industry experience in a multinational corporate environment
- Good communication skills required
- Proficient in Microsoft Office Suite, Corptax Compliance software, RIA/BNA tax research
- All candidates must be authorized to work in the USA
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Tax Manager, State & Local Tax Resume Examples & Samples
- Manage income, franchise, sales, use and telecom tax audits
- Research and interpret state tax statutes, regulations, and rulings, as well as local tax ordinances to ensure that the company is compliant
- Review/prepare FAS 5 and FIN 48 computations and documentation
- Manage the preparation of monthly, quarterly, and annual state and local income, franchise, sales, use, and telecommunications tax returns
- Manage State and Local Tax group special projects as needed
- Manage account reconciliations
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State & Local Tax Specialist Resume Examples & Samples
- Manage the outsourced compliance process for state and local income and sales & use tax filings in 40 states including review of complex combined, unitary and separate returns
- Manage the processing of other tax filings including personal property, business privilege and gross receipts
- Ensure that the company is applying the most advantageous apportionment and allocation rules in each jurisdiction
- Ensure that the company is fully compliant in all jurisdictions
- Manage and optimize state credits and incentives
- Manage the sales & use tax compliance – currently outsourced but likely to be brought in house once a new ERP system is introduced
- Work with the SAP implementation team to ensure system automates the sales and use tax process as far as possible
- Work with the sales operations team to ensure sales tax is properly applied to the products in each jurisdiction
- Manage state and local income tax and sales & use tax audits
- Work with the tax reporting team to ensure state and local tax rates are fully up to date in the tax provision
- Work with the tax planning team on state and local tax planning initiatives
- Manage workload independently by monitoring and meeting all deadlines while frequently appraising other team members and senior management of project status and challenges
- Strong knowledge of state/local income and franchise tax compliance rules and regulation required
- Prior experience with SaaS, SaaP and software issues in state and local and sales & use tax
- Prior experience in state and local income and sales & use tax compliance and planning
- Experience with Vertex O Series
- Experience with a Tax Provision software, specific experience with Longview Tax Provision is a plus
- Experience with MS-Office including Word, Excel and PowerPoint
- Bachelor’s Degree in Accounting and/or MS Tax
- 8+ years of diverse accounting experience
- Public accounting (4 – 6 years) and in-house (4-6 years) experience preferred
- Ability to convey complex tax rules to an audience that is not experienced in tax matters
- Ability to manage conflicting priorities
- Hands on approach
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Director, State & Local Tax Resume Examples & Samples
- Manage, negotiate and resolve income and franchise tax audits
- Research and interpret state and local tax matters, analyze the results and provide recommendations to ensure that the company is compliant
- Review /update FIN 48 computations and documentation
- Direct and review the preparation of state and local income and franchise tax returns
- Direct State and Local Tax group special projects as needed
- Assist indirect team on an as needed basis with projects/audits
- Participate in identifying, analyzing, planning, and implementing tax cost saving and efficiency strategies whenever possible
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State & Local Tax Shareholder Resume Examples & Samples
- Manages and performs consulting engagements as needed
- Bachelor's degree required; Master’s in Taxation or a JD with LLM in Tax preferred
- Minimum of 10 years of related tax experience in a public accounting environment
- Ability to handle 20-30% travel to client locations and firm offices, which may include overnight stays
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Director, State & Local Tax Resume Examples & Samples
- Manages processes to ensure sales tax exposure minimization and audit defense
- Oversees sales tax compliance
- Ensures real and TPP property tax compliance
- Ensures property tax minimization
- Oversees escheat compliance
- Ensures business license compliance
- Oversees accounting for all state taxes
- Performs special projects as directed by the VP of Tax
- Typically requires BS/BA in related discipline. Generally 9+ years experience in related field including several years in a management/supervisory capacity
- Masters in Taxation or Accounting
- 7+ years of experience
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Director, State & Local Tax Resume Examples & Samples
- Create and monitor a tax legislative strategy to include tax policy, evaluating changes in tax legislation or treatment of items in The Home Depot’s jurisdictions and overall tax risk mitigation
- Monitor changes in state and local tax law as a result of case law, regulation or other guidance. Advise on impact to The Home Depot and develop strategies to mitigate risk and/or optimize tax as a result of new law
- Ensure corporate and business unit leaders understand the value tax strategies bring to the company and support the execution of the plan
- Support, develop and implement tax planning strategies that are defensible, minimize cash taxes, and are in line with company goals. Ensure the proper reflection of tax planning transactions from a financial reporting and tax return compliance perspective
- Gain an understanding of all key constituents (internal and external) involved in driving critical tax initiatives and cultivate these relationships
- Recommend and implement changes in corporate structure, policies, operations and business practices in order to reduce state and local taxes
- Partner with business units in the tax analysis of acquisitions, divestitures and restructurings in association with strategic planning, legal, treasury and accounting disciplines; provide leadership in advising management regarding the state and local tax impact of potential transactions
- Drive audit currency and strategy in defense of tax positions taken. Create an “audit ready” strategy for all positions and planning undertaken. Develop and maintain tax reserve positions for direct and indirect state and local taxes
- Provide strategic support to the Indirect Tax team as needed
- Lead SALT compliance function, including the preparation and filing of tax returns, estimated payments, amended state returns and handling of tax authority notices
- Effectively manage use of advisers by optimizing all internal and external resources
- 50% Direct Tax Planning, Accounting, Research, Compliance, Audit Defense, and Appeal as needed to meet the goals of the Department. Manages contacts with one or more projects with governmental officials, outside counsel, and business partners. Leads special studies to determine tax implications of company operations. Responsible for oversight to ensuring the accurate and timely filing of tax returns, and for the accurate statement of accounting reserves, including FAS 109 and FIN 48 where applicable. Serves as liaison between SSC and subsidiary businesses in the US and internationally
- 25% Participation on cross-functional teams as a subject-matter expert
- 25% Coaching and mentoring of associates in the department
- Demonstrate leadership and interpersonal skills, including the ability to manage and implement multiple complex projects, people management, and communications to both technical and non-technical audiences. Proven analytical and problem resolution skills
- Experience in state and local income tax in a multi-state environment, and some U.S. Federal income tax law preferred
- Candidates will have a JD (preferred)
- An undergraduate degree in accounting, tax, or a closely related discipline
- CPA, MST, and/or LLM
- 15 years of working experience
- Coaching, counseling, and leadership skills
