Tax Associate Resume Samples

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D Daugherty

Dominique

Daugherty

2534 Tatum Greens

New York

+1 (555) 928 4052

2534 Tatum Greens

New York

Phone

p +1 (555) 928 4052

Experience Experience

Philadelphia, PA

Tax Associate

Philadelphia, PA

Erdman, Medhurst and Pfannerstill

Philadelphia, PA

Tax Associate

Preparing the supporting work papers for all returns, researching tax law changes, and supporting any tax planning initiatives
Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparation completed by our firm in India
Identifying, researching, and assessing various tax issues while also providing information to senior staff members
Research and understand multiple, varied US and Canadian tax laws, regulations, and rulings pertaining to the equipment lease business to ensure that all transactions processed are compliant across all areas of tax and accounting within all jurisdictions. Review all documentation to insure that tax compliance for income tax treatment has been met, and any prepayment concessions have been identified
Support clients in analyzing the tax implications of working internationally and filing income tax returns in multiple jurisdictions, including preparation of Federal and State(s) individual income tax returns; this includes analyzing and utilizing foreign tax credits between countries, tax treaties and looking for opportunities to use global tax planning opportunities to minimize overall tax costs
Tax adjustments
Project/Task Management

Chicago, IL

Sales Tax Associate

Chicago, IL

Gibson, Maggio and Mayert

Chicago, IL

Sales Tax Associate

Provide quality employee partner service, including meeting internal and external deadlines, to ensure quality work
Coach team members, audit work and provide feedback
Assists Management/Tax Accountant with special projects
Supports Department Management with Audit research and compilation of customer data for presentation to auditors
Maintains flexibility in working with State compliance guidelines, which change on a consistent basis
Assist with gathering documentation for tax jurisdiction audits
Communicate with taxing jurisdictions and 7-Eleven personnel to determine and verify new/changeover store addresses, unique location tax identifiers, and location codes. Resolve inconsistencies in a timely manner for prevention of fines/penalties

present

Dallas, TX

Senior Tax Associate

Dallas, TX

Weissnat LLC

present

Dallas, TX

Senior Tax Associate

present

Refund processing, tracking and logging assessment notices and preparation of Property Tax Returns including Reconciliation
Assist in AP invoicing and check approval process through AP software, and timely mailing and tracking/recordkeeping of various tax filings
Oversee the end the end Transfer Pricing (TP) compliance, ensuring the groups transfer pricing strategy is adhered to
Assist in formulating and delivering tax planning and tax savings services
Assist with transfer pricing studies and agreements and ensure accounting records are in compliance with transfer pricing policies
Managing tax compliance process, delivering work product(s) on time and within scope and communicating engagement status to management
Performing tax structuring and modeling

Education Education

Bachelor’s Degree in Accounting

Liberty University

Bachelor’s Degree in Accounting

Skills Skills

Well organized, able to multi-task, able to prioritize with minimal direction, able to pick up quickly and operate in an ambiguous environment
Team player, highly motivated, detail oriented and ability to multi-task
Strong leadership profile and excellent negotiation skills
Organized, detail-oriented team player with strong multi-task skills, flexible, creative, resourceful, and highly-motivated
Strong computer skills, especially strong Excel skills, including Pivot Tables and V lookups
Team player, highly organized, attentive to detail and ability to multi-task
Strong organizational skills (able to handle multiple priorities)
Strong analytical and problem solving skills with the ability to meet deadlines
CA/ACA/ACCA/CIMA Qualified/part qual with a strong academic record or Tax Exam qualified. Will also consider candidates with strong practical Tax experience
Fair knowledge of accounting principles and a strong self-starter

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Tax Associate Resume Examples & Samples

Assure compliance with tax related issues
Gather documentation for IRS audit
Explain Non-resident Alien treaties and Unites States withholding requirements to others. Must be able to apply the rules on a daily basis to determine proper withholding and to make deposits
Report Puerto Rican Government National Mortgage Association (GNMA's) bonds
Perform other duties and responsibilities as assigned

Senior International Tax Associate Resume Examples & Samples

Assist in preparation and review of federal forms related to controlled foreign corporations, passive foreign investment companies, foreign partnerships, and foreign disregarded entities. (i.e. Forms 5471, 8621, 8865, & 8858)
Preparation and review of E &P / other book-tax adjustments
Assist team with federal and state tax audits
Assist in the preparation of the quarterly foreign income tax provisions, including foreign tax credit, FIN 48, valuation allowance analyses, and 10-Q footnote disclosures
Research the application of federal tax laws and proposed legislation to aid management decisions
Assist with Transfer Pricing documentation and other projects
Minimum of 3 years of corporate tax experience working in a Big 4 CPA firm or a large multinational corporation with an accounting or tax Bachelor’s degree; a Master’s or CPA preferred
Experience in U.S. international tax preferred
Must demonstrate excellent technical research skills, excellent Microsoft Excel, Word and PowerPoint skills
Demonstrates strong communication skills, both written and oral
Well organized and hands-on with strong analytical skills

Tax Associate Resume Examples & Samples

Ensuring timely and accurate provision of data for EMEA CIT returns. Collation of data from multiple sources, reconciliation to the general ledger and overall review. Ensuring prompt payment and adherence with all legislation
Completion of Tax balance sheet account reconciliations. Posting any required Tax adjustments to Oracle General Ledger and ensuring prompt resolution of issues
Completion of statutory reporting requirements for the EMEA entities
Promptly responding to CIT queries from stakeholders, business, external advisers, Tax Authorities, audit etc
Liaison with external advisers and London policy team is required, good communication and working relationships required
Enhancing business knowledge of CIT and providing guidance to business to ensure data integrity
Working closely with London policy Tax team, collaboration and input into new projects
High level of technical skills, in excel and general ledger applications, preferably knowledge of Oracle and Hyperion Financial Management
Requirement to have prepared/reviewed CIT returns, hands on experience required
VAT experience would be beneficial, although not a prerequisite
Knowledge of current CIT legislation, cross Europe experience beneficial
CA/ACA/ACCA/CIMA Qualified/part qual with a strong academic record or Tax Exam qualified. Will also consider candidates with strong practical Tax experience
Strong analysis skills and advanced excel (formulas, pivot tables etc)
Languages advantageous, liaising with advisers across Europe

Trainee Tax Associate Resume Examples & Samples

Prepare UK trust and company income tax / capital gains tax returns for review, calculate tax payable and send returns to client for approval and signature
Update all relevant databases to ensure timely submission of tax returns, that correct tax is paid and that any elections are made within the specified deadline date
Liaise with clients and third parties to ensure information is provided on time
Deal with enquiries from clients and / or tax authorities
Monitor work in progress and issue fee notes when necessary
Ensure personal budgets are met for chargeable time
Provide support to members of the department on projects when requested
To deal with ad hoc administration and reporting as required
Contribute to overall effectiveness of department by interaction / communication with colleagues
Ability to prioritise and meet deadlines
Excellent telephone manner for both internal and external calls
Must have a flexible approach and be a team player but at same time be able to use own initiative
Good command of English and attention to detail

Tax Associate / Senior Tax Associate Resume Examples & Samples

Undertake compliance work on a mixed portfolio of clients
Correspondence with clients and third party advisers
Monitor day to day work to ensure all deadlines are met
Deal with tax related enquiries from in-house departments, HMRC and third parties
Assist with training and development of staff
Provide support to members of the department on projects or other advisory work when requested
Deal with ad-hoc administration and reporting as required
Some experience of working in a tax group and dealing with tax compliance
Excellent organisational skills including good written communication skills
Must have a flexible approach and be a team player but should also be able to use own initiative
Good command of English
Good accuracy and attention to details
Good IT skills

Tax Associate Resume Examples & Samples

Preparing Federal and State partnership tax returns utilizing GoSystem Tax specific to hedge funds and fund of funds that include: Calculating & preparing foreign tax withholding tax forms
Preparing book to tax income and expense adjustments
Helping with the preparation of tax workpapers
Helping prepare portfolio tax analysis including: Wash Sales
Constructive sales
Straddles
Market Discount
Swaps – bullet and NPC
Reconciliation of cumulative book/tax differences
Collecting documentation to support tax return filings
1+ years of partnership tax experience with a main concentration in hedge funds and fund of funds. Big 4 experience preferred

Product Tax Associate Resume Examples & Samples

Correspondence with underlying funds in order to obtain estimate/K-1 information
Maintenance and updating of our tracking and control systems with respect to information received from underlying investments, and ensuring all fund filings and deliverables are timely filed
Preliminary review of the Funds’ tax returns and investor tax information packages, prepared by the Fund’s tax advisors
Correspondence associated with state, federal, and non-U.S. tax notices
Special projects, including some that extend beyond tax reporting function

Tax Associate Resume Examples & Samples

Tax Reporting and Problem Resolution
Analyze data and prepare the tax workpapers necessary to prepare the required tax filings
Prepare Federal and State tax returns
Assist responding the notices from federal, state and local authorities
Prepare foreign filings associated with ECI and FDAP
Perform quality assurance of all work papers in preparation for review by Senior Tax Associate or Manager
Identify issues and bring to the attention of Senior Tax Associate or Manager. Assist with the research and resolution of issues
Maintain High-Quality Communications
Maintain and update client information
Escalate issues to your direct report in a timely manner
Seeking assignments when unassigned
Undergraduate degree in Business preferably majoring in Accountancy
Previous tax experience with partnerships preferred but not required
Familiar with Gosystem, BNA, and RIA Checkpoint, Investran
A proven ability to be self-motivated and produce work at a consistently high standard while working under pressure to meet tight deadlines
Contribute to a productive and pleasant work atmosphere and environment
General understanding of LPA for all responsible funds
Must demonstrate understanding of individual and Company responsibilities toward clients and funds
Demonstrate sufficient knowledge of tax and financial accounting – income statement and balance sheet implications
Reconcile partner’s capital and book to tax adjustments
Demonstrate basic understanding of alternative investment structures

Senior Tax Associate Resume Examples & Samples

Develop and oversee all promotional and contest initiatives of station
Directly supervise employees in the Promotions Department including but not limited to hiring, training, disciplining and appraising performance of employees
Write, create and produce on-air promotional
Plan and develop station promotions
Supervise stations contests including originating or adapting ideas, arranging prizes and listener events
Maintain accurate records of contestants, and ensure contests are conducted in accordance with FCC regulations and law
Represent station at community events and promotions
Coordinate activities of other departments involved in production of promotions and remotes
Maintain stations prize closet, inventory of station premiums and inventory and control of station banners
Prepare affidavits for clients attesting to the promotional announcements aired for a particular campaign
Coordinate all prizes and winners and make sure prizes are available for front desk distribution
Handle all release forms to insure 1099’s are in order for distribution
College degree in Communications or Marketing preferred but not required
Minimum two years’ experience in broadcast marketing, public relations or related field
Knowledge of all FCC rules and regulations related to broadcast marketing
Ability to handle stress and related pressures
Valid driver’s license and dependable transportation
Ability to frequently lift and/or move in excess of 50 pounds

Senior Tax Associate Resume Examples & Samples

4+ years of Tax Preparation experience from a CPA firm including High Net Worth and related Estate/Trust/Gift Taxes
Previous Tax experience (Compliance; Corporate; Individual; Partnership; Research & Planning; State & Local; Trust/Estate)
Entity experience

Tax Associate Director Resume Examples & Samples

6-10 years of real estate tax or private equity tax experience
Strong technical skills in partnership, REIT and real estate taxation
Exposure to corporate and international tax reporting requirements

Tax Associate / Manager Resume Examples & Samples

4+ years of Hedge Fund Tax Compliance experience out of Big 4
Private Equity and Accounting experience
Ability to perform portfolio analysis including wash sales, constructive sales, straddles, section 1256, market discount, OID, bond netting etc
Ability to review partnership schedule K1’s; Federal, State and Local tax returns and related foreign filings including form 1065, 5471, 8858, 8865, 1120

Tax Associate Resume Examples & Samples

2+ years of Hedge Fund Tax Compliance experience out of Big 4
Understands the theory of aggregation
Strong understanding of basic structure of the funds and SPV’s

Tax Associate Resume Examples & Samples

An undergraduate or graduate degree in accounting or law
2+ years experience working in tax for a public accounting firm, or comparable industry experience
CPA, MS in Taxation and/or LLM (or in progress)

Tax Associate Resume Examples & Samples

Prepare federal and state quarterly estimated payments
Perform light research projects
Mix of corporate, partnership, individual tax experience
CPA or part passed

Senior Tax Associate Resume Examples & Samples

3+ years of experience with Individual and Partnership Tax
Working knowledge with GoSystem
ProSystem

Senior Tax Associate Resume Examples & Samples

3+ years of Public Tax Accounting experience
Previous experience with Tax Research/Planning
Experience with preparation of 1040 returns, and preparation of 1065, 1120, and 1120S returns

Semi-senior Tax Associate Resume Examples & Samples

3+ years of Public Tax Compliance experience
Previous experience with Tax (Corporate; Individual; International; Partnership; Research & Planning; State & Local)
Working knowledge of Caseware, CCH Pro System, and Quickbooks

Senior Tax Associate Resume Examples & Samples

2+ years of Real Estate Tax Compliance experience from a Public Accounting environment
Previous experience with Real Estate (Commercial and Residential) and Tax (Compliance; Corporate; Partnership)
4+ year of experience

Tax Associate / Senior Resume Examples & Samples

Generalist experience from a competitor CPA firm
Exposure to corporate, partnership, and individual tax
Estate and trust experience

Senior Corporate Tax Associate Resume Examples & Samples

2+ years of experience at an Accounting firm, Corporation, and/or Law firm
CPA, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST)
Experience with Corporate Taxation, Consolidations, Partnerships ,Tax (Compliance; Corporate; Research & Planning)

Tax Associate & Senior Resume Examples & Samples

2+ years of relevant experience in a competitor CPA firm or industry
Interest in public accounting tax
Knowledge of Hedge Fund, Private Equity Fund and Asset management partnership tax

Tax Associate Resume Examples & Samples

BS in accounting
2+ years of public or private tax experience
Background in tax compliance, individual, and trust/estate taxation
Experience with high net worth clients

Finance, Tax, Associate Resume Examples & Samples

Dealing with tax compliance work for various GS entities doing business in Singapore and other ASEAN countries
Qualified CPA or solicitor
Strong analytical skills & detail oriented approach to work
Knowledge of financial industry or financial products helpful

Senior Tax Associate Resume Examples & Samples

Provide support to the Irish Senior Tax Manager on tax reporting and compliance deadlines
Oversee the end the end Transfer Pricing (TP) compliance, ensuring the groups transfer pricing strategy is adhered to
Providing tax and TP support on ad hoc projects and queries, helping identify opportunities to reduce risk and ad value to projects
Take a lead role in respect of tax lead initiatives and projects within the Irish tax team
AITI CTA qualified (or equivalent), ideally ACA/ACCA qualified
At least 4 years experience working in corporate tax within a big 4 or multinational organisation
Transfer experience is preferable although not necessary
Strong tax compliance experience
Excellent communication skills, ability to work in team environment both locally and internationally

Tax Associate Resume Examples & Samples

2 to 5 years of experience
Tax experience with a concentration in domestic partnerships
Working knowledge of tax return preparation systems, especially OneSource
Knowledge of US reporting of foreign investments including PFIC’s, CFC’s and CFP’s

Tax Associate / VP Resume Examples & Samples

Preparation of various tax forms including: Tax Withholding forms, Employer Identification Number requests, Entity Classification Elections, etc
Tax research and consultation
Correspondence with CPA firms, fund administrators, and advisory firms
Correspondence with investors regarding various tax related matters
4-8 years of experience with preparation and/or review of partnership income tax returns
Experience with alternative investment products including Hedge Funds, Private Equity Funds, and/or Fund of Funds

National Tax Associate Resume Examples & Samples

Maintain a current working knowledge of legislative updates and tax regulations with regular technical reading and attendance at continuing education programs
Assist in the design, creation and updating of firm resources including Excel based tax tools, training materials and presentations
Prepare tax returns for a variety of clients, including corporations, individuals, partnerships, fiduciary and exempt organizations with federal and multi-state tax returns
Ability to prioritize while managing deadlines, projects and client service
Demonstrated research and writing skills, strong verbal communication skills
Working towards a Bachelor’s degree; Master’s degree in Accounting, Taxation or related field preferred; with a cumulative GPA of at least 3.25
Qualified to obtain CPA license within 24 months of graduation
Some travel (less than 10%)

Tax Associate Resume Examples & Samples

Prepare individual, trust, gift, foundation, and entity tax returns and tax projections
Support principals and partners in preparing and advising on all client matters, including financial exhibits – such as compensation and benefits, income tax projections, net worth statements, cash flow statements, estate tax projections, flow charts, and investment asset allocation modeling
Work directly and in conjunction with Partners and Principals with High Net Worth clients on all facets of their personal financial situation
Regular contact via email and telephone with taxing authorities, clients, and their outside advisors
Assist with the coordination and implementation of client meeting decisions
1 to 4 Years of experience
Strong verbal and written communication skills, professional presentation, and organizational skills
Attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Strong technical proficiency in tax and tax research
A general understanding of financial planning
General proficiency in technology/applications is strongly preferred
5+ / 4.0 GPA
Bachelor’s degree required; Advanced degree preferred

Finance, Tax, Associate Resume Examples & Samples

Advising on acquisitions, disposals and financings across Europe
Advising on ongoing tax issues of holding European investments including restructures
Working with, and challenging the input from, 3rd party advisors throughout Europe
Liaising with other tax colleagues within the firm, particularly in the US
Professionally qualified – UK/European/US Lawyer or Accountant
One to five years post qualification tax experience – strong transactional focus with a leading firm
Experience of the tax law of UK, US and European jurisdictions
A team player with the energy and enthusiasm to prosper in a challenging business environment
Self-starter with an ability to work with teams across the firm
Willingness to undertake some European travel, including for the purpose of attending board meetings

Senior Tax Associate Resume Examples & Samples

3+ years of recent or current CPA or Law firm experience
Bachelor’s Degree in Accounting, Law, and/or related field
CPA certified or commitment to pass CPA exam
Exceptional Tax background (Compliance; Corporate; Partnership; Research & Planning)
Knowledge of Tax software
Working knowledge of Prosystem FX

Providence Tax Associate Resume Examples & Samples

Participate in in-house continuing professional education training
Work as part of an integrated team
Communicate directly with clients as directed by Supervisor
MBA, MST or MSA, preferred
Proficient with ProSystem FX, or similar tax software, a plus

Tax Associate Resume Examples & Samples

Connecting personal success with CBIZ & MHM success
Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
Assist with training and mentoring junior associates and interns on tax methodology
CPA eligible; desire to obtain certification is required
Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations

Tax Associate Resume Examples & Samples

0-2 years of public accounting experience with some exposure to tax preparation, preferred
Excellent analytical, research, interpersonal, written and oral communications skills necessary
Ability to effectively present information, listen and respond to questions from clients and team members

Tax Associate Resume Examples & Samples

Mentoring by Senior Associates and Managers
Exposure to tax compliance and research related to Real Estate, Construction, Retail, Manufacturing and other industries
Prepare federal and state tax returns for partnerships, C corporations, S corporations, trusts, and individuals using tax preparation software
Assist with IRS audits and tax notice responses
Participate in client assignments from beginning to end, working closely with Senior Associates, Managers and Managing Directors
Pledge to provide exceptional service to clients by providing individual attention, responsiveness and commitment to understanding their goals and needs
1+ year experience in accounting, tax, or related field preferred
Ability to multi-task, think independently, and problem solve in a results driven team oriented environment
Strong computer skills, including Microsoft Word, Excel and Outlook
Must be able to travel occasionally based on client and business needs

Senior Tax Associate Resume Examples & Samples

Prepare and file timely sales and use tax returns for multiple authorities
Prepare and file annual registration forms for several jurisdictions
Maintain all tax accounts
Prepare journal entries and account reconciliations
Oversee the sales tax audits
Prepare tax research to ensure compliance with state and local regulations
Prepare responses to tax notices
Assist with income tax filings
Three or more years of tax experience, preferably within public accounting or a corporate tax department
Experience with telecommunications industry, preferred
Knowledge of general ledger systems

Senior Tax Associate / Manager Resume Examples & Samples

4+ years of Federal Tax Compliance experience for flow-through entities
Solid data management skills
Experience with Hedge Fund, Private Equity Fund, Publicly-Traded Partnerships or REITs

Tax Associate Resume Examples & Samples

Prepare for filing the US Federal and State Income Tax Returns, including estimated tax payments, extensions, partnership tax returns and Form 5471s
Assist in developing and maintaining a US Federal and State domestic tax compliance calendar to track the timely reporting of all US Tax Returns
Prepare supporting documentation for US Federal, state and local income tax audits
Assist in the year end ASC 740 to insure that WMG income tax provision is timely and accurately forecasted and reported in accordance with GAAP
Provide additional assistance in various tax projects as needed
B.S. in Accounting; CPA or MST preferred
3-4 year’s tax experience at US based multinational/major US accounting firm
Knowledge of tax return software

Senior Tax Associate Resume Examples & Samples

Familiarity with the Financial Services industry gained through direct involvement with managed investment vehicles
Broad exposure to Federal Income Taxation and some exposure to State and Local Tax
Strong technical knowledge of Tax planning, consulting, and compliance related to alternative investments for both national and foreign companies
Advanced Degree in Tax or Law

Senior Tax Associate Chicago Resume Examples & Samples

Supervise and review the work of tax associates
Review partnership allocations of income for investment partnerships
Manage the tax compliance process for investment partnerships
Research tax issues and communicate results to senior management
Work with accounting department on calculation of taxable income
Minimum of three years of tax experience in a public accounting firm
CPA Certified Public Accountant

Tax Associate Resume Examples & Samples

2+ years of related work experience in a Tax or Family Office practice
Solid Tax background (Compliance and Individual)
Previous experience with fiduciary and pass-through entities

Senior Tax Associate Resume Examples & Samples

2+ years of High Net Worth Tax preparation
Experience with Tax (Compliance, Corporate, Individual, Partnership)
Exposure to research techniques
Great communication skills (verbal and written)

Senior Tax Associate Resume Examples & Samples

Bachelor’s Degree in Accounting/Finance or equivalent field required
2+ years of corporate experience in Tax Associate or related role required
Familiarity with 5471 and 5472 tax forms necessary

Finance, Indirect Tax, Associate Resume Examples & Samples

Educated to degree level plus CTA / ATT / ACA qualified or other equivalent as a minimum
Prior experience of working in an FS business essential
Knowledge of commodities transactions and partial exemption methods desired
The candidate must be flexible and adaptable, as there will be exposure to a wide range of issues

Senior Tax Associate Resume Examples & Samples

Responsible for the preparation of US Federal and State & Local tax returns including consolidated and separate tax returns
Assist Director Domestic Tax Compliance in answering tax audit information requests and state and Federal Tax notices
Assist in development and implementation of US Federal and State and Local tax planning strategies consistent with the operational profile and strategic initiatives of WMG
Research of Federal and State and local tax issues
Responsible for conducting tax research and analysis regarding the US state and local sales and use taxes
Assist in year-end ASC 740 to ensure that WMG income tax provision is timely and accurately reported
Assist in performing due diligence for acquisitions, tax audits and other projects
Manage and prepare in conjunction with Vice President of International Taxes, tax research, analysis and tax calculation required for the preparation of Form 1118
Manage and prepare in conjunction with VP of International Tax the completion and filing of selected international tax and treasury reporting forms

Senior Tax Associate Resume Examples & Samples

2+ years of Corporate / Partnership Tax experience with a Public Accounting and/or Private Industry
Exposure to various types of investment K-1s; hedge funds, PE, fund of funds, etc
Exposure to Business Management or Family Office

Tax Associate Resume Examples & Samples

2+ years of US Tax experience
Broad knowledge concerning partnership matters
CPA or parts
Experience within a public finance firm

Tax Associate Resume Examples & Samples

Working independently, compile tax data for federal and multi-state, tax return preparation that involve partnership tax filings for investing partnerships (portfolio companies)
US reporting of foreign investments and reporting of US investments held by Non-US citizens
Respond to tax authority requests and notices
Perform interim year partnership projections and allocations to assist the Firm's partners with making quarterly estimated tax payments
Research tax issues and advise management accordingly
Involvement in special transaction tax related projects related to the global growth of the firm's Private Equity, Alternative Asset Management and other investment related business
Heavy interface with outside tax preparers

Tax Associate Resume Examples & Samples

Prepare M-1 calculations and supporting workpapers for partnership and corporate entities
Review K-1 filings and coordinate with service provider
Prepare estimated payments for quarterly and annual tax payments
Review depletion schedules
Assist with federal and state notices and audit requests

Senior Tax Associate Resume Examples & Samples

4+ years of Public Accounting experience
Experience in Corporate, State and Local Tax Compliance
Experience in Partnership Taxation Compliance
Experience in researching State and Local Tax issues

Junior Tax Associate Resume Examples & Samples

Prepare working papers and supporting documentation for Federal Tax returns
Prepare income apportionment working papers for State Tax filings
Maintain and distribute Federal and State Tax compliance information
Assist with the preparation of quarterly estimated tax payment information
Prepare working papers and analyses
Assist with quarterly analyses and reconciliations of tax payable account

Senior Tax Associate Resume Examples & Samples

3-5 years of corporate income tax experience (most of the experience should be with a public accounting firm)
College Degree in Accounting
Eligibility to pursue CPA license
Good accounting skills to be able post journal entries and possess a thorough understanding of journal entries and financial statements
Some securities industry/financial products tax experience
Strong computer skills, in particular, proficient in using OneSource, Microsoft Excel and Word
Strong communication (written and oral) and organizational skills
Prior experience in PeopleSoft

Senior Tax Associate Resume Examples & Samples

3+ years of related experience
Strong Tax background (Compliance and Corporate
Working knowledge of OneSource or GoSystems

Immediate Need for a Tax Associate in Resume Examples & Samples

Minimum of 2 years’ experience
Maryland Bar
LLM in Tax and/or strong knowledge of accounting and willingness to sit for the CPA exam
Detail oriented and comfortable working in fast-paced environment
Ready to hit the ground running with minimal training

Tax Associate Needed Resume Examples & Samples

2010-2012 JD preferred
3-5 years of tax experience required
Excellent grades from top law school required
LLM in tax law highly preferred

Tax Associate Resume Examples & Samples

Participate in client meetings alongside BKD partners and managers
1+ years of public accounting experience required; 2-4 years of experience preferred
Current CPA designation; CPA certification is preferred
Solid technical accounting knowledge

Senior Tax Associate Resume Examples & Samples

2+ years of related Tax experience within a Public Accounting firm in industries such as Financial Services, Commercial or Nonprofit
Undergraduate or Graduate Degree in Accounting or Taxation
Solid Tax background (990 Non-Profit; Compliance; Corporate; Individual; Partnership)

Senior Tax Associate Resume Examples & Samples

4+ years of Public and/or Private tax experience
Exposure to both Federal and State Tax Reporting and Tax Estimate Calculations
Real Estate Tax experience

Corporate Tax Associate Resume Examples & Samples

Prepares Federal, State and Local Income Tax Returns
Conducts basic tax research and analysis
Actively participates on special projects including state nexus analysis and basis tracking for investments research
Assists with tax audit information requests
Review intercompany transactions regarding withholding requirements and payments
Supports by analyzing and responding to queries from various tax authorities
Work closely with other members of the Finance department
Provide support through ad hoc analyses and reports as required
Bachelor of Science Degree in Account or Finance
CPA or CPA eligible a must
Proficient using MS Office suite, including Excel, Power Point and Access
Minimum 2 years experience with Privately Held Corporation Taxes
GO System experience a plus

Tax Associate Resume Examples & Samples

Identify opportunities to serve clients through other BKD services
Analytical and reasoning skills
Expert PC skills as well as proficiency with the rest of the MS Office suite

Senior Tax Associate Resume Examples & Samples

3+ years of Public Accounting or Corporate Tax experience
Bachelor’s Degree in Accounting, Business, Economics and/or Finance
Understanding of Basic Consolidated Accounting Principles
Knowledge of United States Generally Accepted Accounting Principles (GAAP)
Master’s Degree in Accounting or Taxation
Working knowledge with Oracle’s J.D. Edwards, Hyperion Financial Management, Hyperion Financial Planning, or Hyperion Tax Provision

Tax Associate Resume Examples & Samples

Represent, guide and advise clients in a variety of corporate and partnership tax transactions
Draft various agreements
Barred in New York
Minimum three years’ experience
Large firm experience a plus

Senior Tax Associate Resume Examples & Samples

Ensure compliance with all Federal and State withholding and reporting requirements including FATCA
Assess the impact of legislative changes on processes and procedures
Communicate withholding tax procedural changes to impacted businesses
Complete Tax research to determine applicability of income tax withholding on products and services
Sales/Use and Personal Property tax research as needed
Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual (s) to facilitates the required adjustment (s)
Represent Corporate Accounts Payable on Tax initiatives including FATCA implementation
Manage IRS inquiries and audits
Respond to internal and external customer call related to vendor withholding and resolve disputes
Coordination of IRS/California State Levies/Garnishments
Review/approve IRS Form W8/W9 from vendors to ensure compliance with IRS reporting requirements
Manage IRS TIN Matching review process
Research historical activity as necessary to respond to internal business partners in adherence to our service level agreement
Review and analyze the integrity of data (US and Global regions)
Manage the creation and distribute the 1099s, 1042S, 592B forms, and proforma
Cross train with other team members, and other operational teams
Document, update and enhance procedures and training documentation
Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc)
Liaise with business partners to assist in the development, enhancement, and implementation of best practices
Provide tax guidance to other operational teams
Serve as a subject matter expert for US and Global Accounts Payable regions
Manage and support the tax team’s structure and goals
Strong awareness of tax operations and US tax withholding reporting requirements including FATCA
5-7+ years of relevant experience, Bachelor’s degree or equivalent in business administration, accounting, finance, tax, or related field preferred
Strong understanding of FATCA/Chapter 4 and NRA/Chapter 3 withholding, and remittance requirements
Ability to work as a strong team manager
Advanced problem solving and analytical skills
Strong oral and written communication skills; comfortable with scheduling and facilitation discussions
Proficient with SAP and TaxPort
Proficient with Microsoft Products –Word, Excel, Power Point, Project, and Access

Tax Associate Resume Examples & Samples

Provide direct support to the Tax Director
Work with Big4 Accounting firms to prepare & review partnership and corporate returns for 20+ Fund & 10+ Management Company entities
Work with external accounting firms to prepare various state, local, and VAT filings
Proactively interact with key BAM employees and external service providers to gather information, resolve tax-related problems, and effectively manage the tax profiles of the Funds and Management Companies
Assist with tax planning and compliance work for BAM Founding Partners
Problem solving skills and ability to identify and implement appropriate solutions
Consistent work ethic through hard work, confidence, and effort
Outstanding attention to detail and strong organizational skills
2-5 years of experience in a tax related role within the financial services industry required
Excellent MS Excel skills – ability to work efficiently in Excel with a strong understanding of Pivot Tables, VLOOKUP, and SUMIF(s) functions

Senior Tax Associate Resume Examples & Samples

Prefer 3+ years’ experience of tax
CPA License preferred or working towards CPA
Team player, ability to work in team environment
Strong computer skills
Must be well organized, have a strong work ethic and the ability to work independently once trained

Audit / Tax Associate Resume Examples & Samples

Mentoring by Senior Associates & Managers
Gain an understanding of and assist in planning audit and accounting assignments in Real Estate, Construction, Retail, Not-for-Profit, Manufacturing, and other industries
Execute solid understanding of accounting principles and tax regulations as they relate to individual client assignments
Participate in client assignments from beginning to end, working closely with Senior Associates, Managers, and Managing Directors
Pledge to provide exceptional service to clients by providing individual attention, responsiveness, and commitment to understanding their goals and needs
Bachelor's degree required; Master’s degree in Accounting, Taxation, or related field preferred
1 + yr experience in accounting or related field preferred
Strong technical, interpersonal, analytical, research and project management skills
Ability to multi-task, think independently, and problem solve in a results-driven, team oriented environment

Tax Associate Resume Examples & Samples

3+ years of Partnership Tax experience
Strong knowledge of Partnership Allocations
Knowledge of Tax waterfalls and targeted Allocations
Previous experience working for a Big 4
Individual and/or Management Company Tax experience

Senior Tax Associate Resume Examples & Samples

Assist in quarterly and annual international and domestic ASC 740 (FAS 109/FIN 48) tax accruals, global effective tax rate calculations, and footnote disclosure
Prepare domestic tax provision calculations and review international tax provision calculations prepared by local teams
Consolidate worldwide tax provision calculations and tax account rollforwards quarterly and at year end
Monitor provision impact of APB23 undistributed earnings assertion
Assist in streamlining the worldwide quarterly and annual provision process using OneSource Tax Provision
Monitor tax legislation and FASB tax related pronouncements and determine impact to company’s financial statements
Assist in preparation of US provision to return adjustments and review of international provision to return adjustments
Assist with compiling SOX documentation and work with internal audit team
Calculate and prepare state and local estimated tax payments and extensions as needed
Assist in tax compliance as needed
Assist with tax audits, including information gathering per audit requests as needed
Research technical federal, state, and international tax matters and prepare memorandums to document conclusions

Tax Associate Resume Examples & Samples

Preparing Federal and state partnership tax returns utilizing GoSystem Tax for our hedge funds and fund of funds clients
Helping perform research for various tax issues
Bachelors Degree in Accounting degree
1+ year tax preparation experience, experience with GoSystem Tax software strongly preferred
Experience dealing with hedge fund and fund of funds taxation a plus
Team player, highly motivated, detail oriented and ability to multi-task

Senior Tax Associate Resume Examples & Samples

2+ years of experience in a public accounting firm and/or a corporate tax department within the banking/financial services industry
Experience with Thomson Suite of products, including OneSource tax compliance software
Effective writing and communication skills

Senior Tax Associate Resume Examples & Samples

4+ years of Tax experience
Previous experience Tax allocation preparation, partnerships, and FIN48
Withholding Compliance experience

Tax Associate Resume Examples & Samples

Relevant tax experience with a concentration in domestic partnerships
2+ years of experience to carry out the responsibilities of the position, gained in either Public Accounting and/or a combination of both public and private experience
Strong computer skills, especially strong Excel skills, including Pivot Tables and V lookups
Knowledge of US reporting of foreign investments including PFICs, CFCs and CFPs

Senior Tax Associate Resume Examples & Samples

Preparation of complex C corp., S corp. and partnership income tax returns
Review of mid-level complexity C corp., S corp. and partnership income tax returns
Handle and resolve tax controversies
Training and supervision of staff accountants
2+ years prior experience working in the tax department of a public accounting firm

Tax Associate Resume Examples & Samples

Assist the Tax Manager in the preparation of proforma federal income tax returns and the compilation of the Federal consolidated income tax return. Manage GAAP ledger transfer into tax software. Prepare federal elimination entries
Prepare and/or review state and local tax returns, including quarterly estimates and annual extensions. Prepare state allocation and apportionment schedules. Prepare state elimination entries
Manage selected state income tax audits
Research tax issues and respond to notices from various taxing authorities
Maintain a thorough understanding of federal and state laws and policies to assist the Tax Manager in ensuring compliance with laws and regulations
Assist the Tax Manager with quarterly and year-end tax provision computations, including the calculation of book-tax differences
Work closely with numerous departments including corporate accounting, legal, treasury, systems development, and third party tax software vendors to maintain all associated tax return records and work papers
Maintain and provide timely and accurate reconciliations of various general ledger accounts and perform special projects as assigned
5 or more years in C-Corp federal, state and local tax experience required
Experience with computerized tax software and research programs
Comprehensive knowledge of Microsoft Excel and Word
Foundational understanding of Microsoft Access and PowerPoint
Ability to operate with minimal direction and handle several projects simultaneously
Judgment and independent decision making required for complex issues
Ability to collaborate with all tax areas/team members and maintain a positive outlook
Master’s Degree in Business Administration or a related field
Experience with Thomson Reuters OneSource
Experience with statutory accounting

Senior Tax Associate Resume Examples & Samples

3+ years of Public and/or Private Tax Accounting experience
Bachelors and/or Masters Degree in Accounting or Tax
Licensed CPA desired
Experience on Credit and/or Structured Finance Products

Tax Associate Resume Examples & Samples

2+ years of Federal and State Compliance experience in the Financial Services industry
Strong data management skills
Experience with Corporations, Publicly Traded Partnerships, and REITs
State Compliance experience

Sales Tax Associate Resume Examples & Samples

Prepare various transactional tax returns meeting deadlines for filing and payment
Comply with controls to ensure data integrity of all financial information processed
Maintain accurate records to support the audit trail for tax and SOX compliance
Assist with gathering documentation for tax jurisdiction audits
Review invoices for taxes paid

Junior Tax Associate Resume Examples & Samples

1+ year of related Tax experience
Familiarity with Tax software programs and BNA Tax Planner
1+ year of prior experience in the Tax Department of a Public Accounting firm

Fiduciary Tax Associate Resume Examples & Samples

3+ years of Fiduciary Tax experience
Bachelor’s Degree in a related field
Familiarity with ProSystem fx and OneSource Tax software
Microsoft Office/Suite proficient (Word, Outlook, and Excel)
Experience with Hedge fund K-1’s, ESBT’s and State nexus issues

Junior Tax Associate Resume Examples & Samples

1+ years of experience in Hedge Funds and Investment Vehicles, needs to know partnerships, will look at R/E as well
Compliance experience with Investment Partnership Allocations
Working knowledge of Complex Investments, including Derivatives
CPA and/or MBA
Combination of Public and Private experience
Individual and Corporate compliance experience

Tax Associate Resume Examples & Samples

Ability to prepare complex tax returns
Experience with Individual, Corporate, Trust and Partnership returns
Prior customer service experience

Tax Associate, Asset Management Resume Examples & Samples

Mandatory minimum of 4 years U.S. federal tax experience with working on private equity, real estate and/or hedge funds
Masters in Tax preferred
Working knowledge of FATCA
Knowledge of German and U.K. tax preferred
Knowledge of UKCDOT and CRS preferred
Strong interpersonal skills and effective presentation abilities
Proactive worker who can work independently
Must be able to multi-task in a fast paced environment
Proficiency with PowerPoint

Fiduciary Tax Associate Resume Examples & Samples

3-5 years of fiduciary tax experience
Proficiency in Microsoft Word, Outlook, and Excel
Familiarity with ProSystem fx and OneSource tax software
Ability to work effectively under pressure
Experience with Hedge fund K-1's, ESBT's and state nexus issues

Benefit Payment Services Tax Associate Resume Examples & Samples

Works with Client Service, Technology, Corporate Tax, Risk, and Audit, external vendors, and trust departments to ensure accurate Benefit Payment Services information reporting and withholding matters
Perform and validate outcome of reconciliations and report findings to management
Audit various daily activity report and control reports, researching any discrepancies
Maintain compliance with all information and tax regulations for qualified and non-qualified plan tax remittance and withholding guidelines
Contact for all information reporting and withholding related production issues, and ensure appropriate resources assigned, timely follow up and completion for all issues, assuring little, to no, client impacts
Participation in the annual tax project which includes all regulatory, plan sponsor and plan participant information reporting
Accountable for accurate and timely mailing of all information reporting forms to plan participants (i.e. 1099, W-2, 1042-S, 480.7)
Daily reconciliation of all tax withholding and timely filing of tax returns related to plan withholding (i.e., 941, 945)
Daily review and approval of IRS forms for non-resident aliens
Research and resolve all tax penalty notices received from the IRS, state and local taxing agencies and file all amendments as necessary
Research deposit and adjustment discrepancies for resolution within specified timeframe to minimize penalty and interest loss exposure
Maintain current on all retirement industry and information reporting changes
Continually look for ways to streamline daily processing, suggest operational enhancements and execute efficiencies
Participate in system disaster recovery and other required testing as necessary
Responsible for daily and monthly-tax related job releases, report requests, mass update, and submission of special transactions or maintenance
Perform data analysis and corrections to ensure all aspects of tax data are correct prior to tax filings
Minimum 4 year college degree in Accounting and/or Finance-related field of study
Detailed knowledge in information reporting and filing requirements & process
Knowledge of withholding tax regulations and reporting
Detailed Pension, Qualified, Non-Qualified plan industry experience required
Demonstrated experience in reconciliation and accounting control environment required
Demonstrated ability to work independently with minimum supervision and the ability to work as part of a team
Strong analytical skills to identify root-causes of issues and their potential resolution
Intermediate project management skills
Strong organizational and time management skills to be able to multi-task and effectively manage projects to completion. Be able to work under pressure effectively
Strong PC skills and advanced experience creating MS Access tables, manipulating Excel to merge spreadsheets, create pivot tables and other expert functions
Flexibility to work early morning or late nights and weekends, if needed to support information reporting and project deadlines

Senior Tax Associate Resume Examples & Samples

5+ years of US Corporate Tax experience in a Public Accounting and/or Corporate Tax environment
Extensive experience in the preparation of State and Local Tax returns
CPA, MBA or MS in Taxation
Experience with the preparation of Federal Tax returns
Prior experience using InSource Income Tax and Tax Provision software

Business Tax Associate Resume Examples & Samples

Help businesses meet ever-growing and increasingly complex tax demands by having a deep understanding of relevant legislation
Display outstanding communication skills and the ability to manage client relationships effectively
Familiarity with Singapore's Corporate Tax is highly advantageous
Minimum 1 complete year of relevant work experience is required for Associate role
Minimum 3-4 complete years of relevant work experience is required for Consultant role

Tax Associate Resume Examples & Samples

3+ years of Tax experience (Corporate and Compliance)
Previous experience working for a US Accounting firm
Working knowledge of OneSource or GoSystem

Junior Tax Associate Resume Examples & Samples

Familiarity with tax software programs and BNA Tax Planner
Comfortable working as a member of a team
1-5 years' prior experience in the tax department of a public accounting firm

Senior Tax Associate Resume Examples & Samples

2+ years of experience working within a Public Accounting firm and/or a Corporate Tax Department
Working knowledge of Thomson Suite of products, including OneSource Tax Compliance software
Previous experience working within the Banking / Financial Services industry

Tax Associate Resume Examples & Samples

Prepare and review federal and state income tax returns for high net worth individuals, Trusts, LLCs, Business Entities, and Gift Tax
Support team in preparing and advising on all client matters, including
Regular interaction with clients, third party advisors and taxing authorities
Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Bachelor’s degree required and advanced degree preferred
GPA of 3.5+
CPA or CPA candidate preferred

International Tax Associate Resume Examples & Samples

2+ years of Corporation or Partnership Income Tax experience
Exposure to Foreign Entities
On-US income tax experience

Tax Associate Resume Examples & Samples

2+ years of Corporate Tax experience out of the Financial Services industry
Able post journal entries and possess a thorough understanding of Journal Entries and Financial Statements
Working knowledge of PeopleSoft and OneSource / Go system

Tax Associate Resume Examples & Samples

2-4 years of experience as a Tax Associate at a top law firm
Experience in general corporate/partnership federal tax
JD from top law school

Tax Associate Resume Examples & Samples

2-4 years of Big 4 or similar accounting firm experience
Strong tax knowledge of partnerships and the private investment fund industry
Ability to efficiently manage multiple tasks in a fast-paced environment
Proficiency with GoSystems, Microsoft Word, Excel and Outlook
Master's Degree in Taxation or Accounting

Senior Tax Associate Resume Examples & Samples

2+ years of recent Real Estate Partnership experience in the Public Accounting industry
Solid Tax background (Compliance, Partnership, Research & Planning)
Exceptional skills in preparing and reviewing 1065 tax returns

Senior Tax Associate Resume Examples & Samples

3+ years of progressive Tax return preparation and Compliance experience
Strong Tax Accounting skills with proficiency in US GAAP, Tax Compliance, Corporate Consolidated Returns, Consolidated Federal Tax Returns, Partnership Returns, and Combined State Tax Returns
Working knowledge of ProSystems and CCH
Previous experience in Public Accounting

Tax Associate Financial Advisory Services Resume Examples & Samples

Appropriately delegate and supervise tasks performed by Financial Analysts
Interface directly with senior executives of clients and target companies
Analyze target company financial information and other data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
Draft tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis
Review and assess internal controls
Review customer and supplier contracts
The ideal candidate should have a demonstrated ability to work cooperatively with team members and an exceptional work ethic
For the Associate position, a minimum of 2 years Transaction Services experience, providing financial or tax due diligence and other transaction-related services
Big Four and transaction advisory experience is preferred
Strong current knowledge of United States Generally Accepted Accounting Principles
Basic knowledge of Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards, mergers and acquisitions
Strong command of Microsoft Excel and PowerPoint
Ability and willingness to travel

Boston Tax Associate Resume Examples & Samples

Prepare federal, state and international (corporate) income tax returns
CPA certification, or in process, preferred
A demonstrated ability to self-direct and effectively organize time and projects
Strong written and oral communications skills required
A self-starter with an eagerness to learn is required as well as proficiency in MS Word, Excel, and Outlook

Tax Associate Resume Examples & Samples

Bachelor’s degree in Accounting, Finance, Economics or related field is required. Candidates with an advanced Degree in Taxation, CPA, or other related certification would be preferred
2-5 years of experience in a combination of global accounting firms and/or large corporation tax departments is required
Candidates with previous financial services industry experience would be preferred
Must also be able to demonstrate proficiency with the following skills
Ability to multitask effectively
Adaptive learner; able to grasp new concepts quickly
Proficiency with various software programs, particularly the Microsoft product suite
A passion for details and a sense of urgency

100

Tax Associate Resume Examples & Samples

Federal, state and local income tax compliance
Previous experience in an accounting or finance position a plus
Superior communications skills, both oral and written
Proficiency with Microsoft Office Suite with a high proficiency in Microsoft Excel
Experience with the CorpTax Compliance Software a plus
Assertive, proactive, flexible, and creative
Must be willing to participate in non-technical department initiatives where appropriate

101

Tax Associate Resume Examples & Samples

Detailed oriented with excellent written and verbal communication skills
Strong analytical, technical and research skills
Collaborative team player and strategic solution provider
Bachelors and/or Master’s degree in Accounting
CPA or actively working to obtain
At least 2 years of experience in a public accounting firm
GAAP knowledge
Working Knowledge in Quick Books, ProSystem fx Tax, Engagement, and Document software

102

Tax Associate Resume Examples & Samples

Completion of ASC 740 tax accounting and reporting for the company, including preparation of the quarterly and year-end income tax provision, reconciliation of the tax accounts and preparation of the income tax related financial statement disclosures as required by GAAP and the SEC
Maintain and document the procedures and controls related to the tax accounting and compliance function and to comply with SOX 404 requirements
Preparation and filing of federal and state tax returns and related estimated tax payments

103

Tax Associate Resume Examples & Samples

Good computer skills and proficiency in Microsoft Word, Outlook, and Excel. Familiarity with tax software programs and BNA Tax Planner
Strong organizational skills (able to handle multiple priorities)
3 – 5 years of prior experience in the tax department of a public accounting firm preferred

104

Mid-level Tax Associate Resume Examples & Samples

J.D. from a top law school; grades and law school will be considered
2 years of experience as a tax associate at an Am Law 200 firm
Transactional experience, with exposure to securitization
Excellent research and writing skills, with experience in related document drafting
Admitted to, or eligible for admission to, the DC Bar

105

Senior Tax Associate / Manager Resume Examples & Samples

3+ years of Tax (Compliance; Corporate; Partnership) experience
Real Estate background
Previous experience in a Public Accounting and/or Private Industry experience
Solid analytical and research skills

106

Tax Associate Resume Examples & Samples

Assist managers on project development including client pursuit initiatives
Degree in Engineering/Science and Accounting/ Finance/other business related fields
Fresh graduates are encouraged to apply and will be considered for the role of Associate
At least 2 years (for consultant position) of relevant work experience

107

Senior Tax Associate Resume Examples & Samples

3+ years of Tax experience
Solid analytical and review skills
Able to multitask efficiently and effectively *LI-HD#ACCT

108

Tax Associate Resume Examples & Samples

3-5 years of corporate income tax experience (most of the experience should be with a public accounting firm),
Eligibility to pursue CPA license,
Bachelors/Master�s program course content that included corporate tax courses,
Some securities industry/financial products tax experience,
Strong computer skills, in particular, proficient in using OneSource, Microsoft Excel and Word; experience in PeopleSoft is a plus

109

Senior Tax Associate Resume Examples & Samples

2+ years of Federally Tax exempt organizations experience
Bachelor's Degree in Accounting; Master’s Degree in Taxation, JD, LLM or CPA
Strong skills in reviewing and compliance skills regarding 990, 990-PF and 990-T information returns

110

Tax Associate Resume Examples & Samples

Report Puerto Rican Government National Mortgage Association (GNMA’s) bonds
Assist with 1099-R and 5498 reporting for IRAs
Tax reporting concepts, practices and procedures
Read and understand complex IRS regulations and accounts
Identify and resolve tax problems

111

Asset Management, GWM, IRA Tax, Associate Resume Examples & Samples

Responsible for required tax withholding and reporting
Create and distribute the 1099-Rs, 5498 and tax packages
Strong oral and written communication skills; comfortable with scheduling and facilitating discussions
Tax Experience

112

Tax Associate Resume Examples & Samples

Strong computer skills and proficiency in Microsoft Word, Outlook, and Excel
2 years of relevant work experience
3–5 years of prior experience in the tax department of a public accounting firm

113

Tax Associate Resume Examples & Samples

Assist with work plan development and monitoring, data collection, preparation of tax returns and informational reports, estimated tax calculations, account reconciliations, accrual to return adjustments, and special projects and other duties as assigned
Conduct tax research and assist in planning pertaining to Federal, State and Local income and franchise tax, working with outside advisors as necessary
Prepare and maintain audit-ready tax work papers and detail files for all open tax years
Assist with tax audits and queries of/relating to Federal, State and Local returns, including maintenance and of audit control logs and compiling and preparing responses
Assist in the preparation of quarterly and annual ASC 740 income tax provisions including deferred tax analysis, FIN 48 analysis, SOX compliance, related account reconciliations and financial statement disclosures as appropriate
Assist in maintaining appropriate internal controls over tax accounts and all aspects of the tax function
Responsible for working within time constraints, meeting deadlines and providing timely updates to tax team on project status
Ask appropriate questions and communicate with team members as required to complete tasks, and be available to attend meetings when scheduled as required by management
Interface and collaborate with others in the organization, with occasional travel as necessary, including cross-border
Bachelor’s Degree in Accounting or Finance required: Advanced degree a plus
Minimum two (2) to three (3) years of related experience required
Academic knowledge of general US tax principals and ASC 740, including FIN48
Proficiency with OneSource tax software, Checkpoint, and Microsoft Office
Ability to work effectively under pressure and manage multiple projects in time-constrained environment

114

Audit & Tax Associate Fall Resume Examples & Samples

Development of leadership and networking skills
Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Assist with training and mentoring junior associates and interns on audit methodology
Bachelor's degree required; Master’s degree in Accounting, Taxation or related field preferred
Excellent interpersonal, analytical, research and audit project management skills, including knowledge of GAAP, Taxation compliance, codes and regulations and GAAS rules, procedures and standards

115

Global Mobility Tax Associate Resume Examples & Samples

Manage Global Compensation Accumulation & Year End Add to Earnings Process - serve as the single point of contact for local HR, Relocation, Payroll, AP, the outside tax service provider and all other involved parties including monthly reporting for China & Korea, annual Singapore pension data request and local country payroll
Manage Tax Payment Process – work with Global Mobility Tax Manager, outside tax service provider, Accounts Payable and Payroll as applicable to issue and track any tax payments to the appropriate tax authority
Manage Tax Equalization Process - authorize tax payments, collect tax settlements from assignees and track all settlements
Review tax cost estimates for reasonableness from tax vendor for expatriate and short term assignments
Tax Vendor Authorization Process (upload authorization forms and assignment letters into collaborative/shared documents database, orientation tracking, etc.)
Coordinate and track the preparation of various US tax forms (e.g. Form 673 and W4 forms)
Assist in managing tax vendor and tax compliance process including maintaining authorization list and processing vendor invoices
Assist with annual merit increase process and bonus hypothetical calculations process
Provide assignment & cross border move updates to tax vendor and ELC Global Equity teams
Assist with maintaining and improving expatriate data for tracking and reporting
Filing for US Certificates of Coverage
Work on various special projects (including IRS audit requests, proxy reporting , tax data requests, vendor surveys & processing imputed income for top executives)
Experience working in a global team and dealing with people at all levels
Strong communication, project management, interpersonal, analytical and organizational skills
Effective time management & organizational skills with the ability to prioritize and plan work activities and meet deadlines
1-3 years experience in Mobility, International Compensation or Tax is preferred
Knowledge of International Assignments/Global Mobility or Relocation is highly desirable

116

Fiduciary Tax Associate Resume Examples & Samples

Responsible for comprehensive fiduciary tax assignments that will consist of all aspects involved with the preparation and filing of federal and state tax returns, estimated payments and projections for non-grantor trusts, grantor trusts, charitable remainder trusts and private foundations
Work closely with senior members of the fiduciary tax group, client account managers, clients and outside advisors
Research various federal and state tax issues, utilizing internet research tools
Correspond with various tax authorities
Analyze and interpret trust instruments and other pertinent documents, including GST analysis
3-5 years fiduciary tax experience required
Good computer skills and proficiency in Microsoft Word, Outlook, and Excel
Experience with Hedge fund K-1’s, ESBT’s and state nexus issues is a plus
Good Listener and able to think on their feet

117

Junior to Midlevel Tax Associate Resume Examples & Samples

2012-2014 JD from a Top Law School with stellar academic credentials
Experience in corporate, partnership, international and/or restructuring transactional tax
Big law or top tax boutique law firm experience or Big 4 Accounting experience

118

Tax Associate Resume Examples & Samples

Bachelor's degree in Accounting; Master's in Tax is a plus
2+ years' tax experience in a public accounting firm
Proven competence with MS Office and tax compliance and research software, including BNA portfolio and projection, CCH Axcess and RIA
Solid organizational skills with a demonstrated ability to multi-task

119

Tax Associate Resume Examples & Samples

BS/BA accounting; CPA designation or eligibility to sit is highly desirable
Minimum 1-2 years Associate level tax accounting experience in a public accounting arena
Analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards
Excellent written, interpersonal, and presentation skills
Computer expertise including knowledge of audit-preparation software
Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and Caseware experience a plus

120

Senior Tax Associate Resume Examples & Samples

Accept responsibility for, and complete tasks assigned by CohnReznick management in a timely fashion
Education: BS/BA accounting preferred; MST and CPA a plus
3-5 years tax experience in a public accounting or real estate firm preferred
Proven competence with MS Office and tax compliance and research software to include BNA portfolio and projection, CCH Axcess, RIA

121

Senior Tax Associate Resume Examples & Samples

Researching tax issues and filing requirements that affect tax compliance
Managing tax compliance process, delivering work product(s) on time and within scope and communicating engagement status to management
Reviewing tax returns and ensuring accuracy and completeness
Researching complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
Drafting tax technical memorandums
Performing tax structuring and modeling
Developing tax industry knowledge and expertise and sharing that knowledge with the team
CPA or eligibility to sit for the exam is preferred
5+ years' tax experience in a public accounting firm, including experience with investment partnership/hedge fund tax returns and related partner allocations
Demonstrated writing skills a must; proposal development experience is a plus

122

Tax Associate Resume Examples & Samples

Supports multiple client engagements on time and within budget, identifying issues and communicating progress and audit results to supervisors
Handles routine client tax questions and works with client to collect necessary information for tax return completion and compliance
General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data
Experience with Pfx Fixed Assets, GoFileRoom, Pfx Engagement, Pfx Tax, preferred
Proficient with Microsoft (MS) Windows and Office products
Previous accounting internship preferred

123

Tax Associate Resume Examples & Samples

Bachelor’s or Master’s degree in Accounting or related field
1+ years of experience serving in a tax role with a public accounting and/or professional services firm
Current CPA or eligibility to sit for the CPA exam preferred
Prior experience servicing clients in a variety of industries preferred
Strong planning and organizational skills

124

Tax Associate Resume Examples & Samples

Work with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects
Stay aware of general business trends or issues in order to professionally represent and apply this knowledge to the client's solutions
Prepare accounting-related reports through a paperless office environment

125

Sales & Local Tax Associate Resume Examples & Samples

Strong multistate tax research and analytical abilities
Outstanding verbal and written communication skills
The ability to attract and engage clients
Innovative problem solving capabilities
Remaining highly motivated while prioritizing and working on simultaneous engagements
The capacity to work effectively in both a team and independent setting
1-2 years of SALT experience, preferably in a public accounting or law firm
4 year Bachelor’s degree; advanced tax degree (Masters in Tax, JD, or LL.M. in Tax) preferred

126

Tax Associate Resume Examples & Samples

Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparation completed by our firm in India
Responding to inquiries from the IRS and other taxing authorities
Identifying, researching, and assessing various tax issues while also providing information to senior staff members
Providing on-the-job training to junior staff members
Completion of necessary education hours for CPA licensure, if required in the state where the position will be located

127

Senior Tax Associate Resume Examples & Samples

Build relationships and interact with clients and business leaders to provide expertise through planning and consulting
Utilize the tax provision and tax compliance process
Assist in the education and mentoring of less experienced staff
Prepare all tax papers on a regular basis and handle all information data requests
Limited travel

128

Tax Associate Resume Examples & Samples

Preparing and reviewing tax returns
Performing research on tax related issues
Preparing extension reports and extensions as needed
Experience of 1+ years

129

Deloitte Tax Solution Business Tax Associate Resume Examples & Samples

Assist in preparing draft memos/ query letters/ draft tax computations/ draft returns for manager's review and/ or to client
Able to apply tax concepts effectively to client's facts and circumstances, and to compliance work
Understand the concept of monthly and annual tax return calculation & filing including performing reconciliation and preparing the form
Assist in office projects and benchmarking studies
Minimum Bachelor / Master Degree from reputable universities with excellent academic result $minimum GPA 3.00$, majoring in Accounting or Fiscal Administration
Willing to work hard, enthusiastic and self-motivated
Strong commitment, multi-tasking and team player
Excellent oral and written communication skills in English $including strong presentation skills$
Highly proficient in MS Office $especially in excel, word and power point$

130

Tax Associate Resume Examples & Samples

Relevant work experience, preferably in Financial Services or Banks (e.g. internships, summer positions, school jobs)
Demonstrated leadership, problem solving, and high presentation skills
Fluent in English (Reading, Speaking and Writing)

131

Tax Associate Resume Examples & Samples

Work in collaborative team analyzing client issues and interviewing key personnel
Participate in client presentations
Liaise with client executives, lawyers and financial professionals as required
Identify issues, define symptoms and recommend solutions
Prioritize your objectives and contribute to project planning and status reporting
Analyze financial data, review accounting records and develop financial models
Assist senior members of the team to increase the profile of the team externally and internally
Build and manage relationships with peers within other practice areas of Deloitte
Use available knowledge networks to extract relevant information for projects
Contribute qualifications, deliverables from projects to global knowledge database
Support documentation and sharing of lessons learned from each project

132

Tax Associate Resume Examples & Samples

Provide Research and Development (R&D) credit knowledge and experience on an industry basis
Assist in R&D credit studies and related activities
Keep up-to-date on current R&D credit practices and tax law
Develop and sustain excellent client relationships
Minimum of two years of Tax experience in a public accounting firm or corporate taxation experience
Proficient in Microsoft Office applications including Word, Excel, and Access Experience performing internet research

133

Mutual Fund Tax-associate Resume Examples & Samples

Preparation of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: prepare and review RIC fiscal and excise tax provision work papers, prepare financial statement disclosures, and prepare annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps, prepare income and capital estimates of RIC distributions
Prepare and review work papers and other documents to support client deliverables
Preparation of disclosures included in semi-annual financial statements
Participate in technical training to develop skills
Develop investment tax and other accounting skills
BS/BA degree in Accounting/Finance or equivalent work experience
Mutual fund tax experience a plus

134

Tax Associate Resume Examples & Samples

Addresses routine client tax questions and works with clients to collect necessary information for tax return completion and compliance
Prepares individual, partnership, corporate, and fiduciary tax returns
Prepares tax projections and planning
Researches and documents tax issues and keeps abreast of tax changes and issues that could affect our clients
Experience with RIA Go-System software, CCH and RIA Checkpoint desired
1 - 3 years public accounting experience
Bachelor's Degree in Accounting or Tax, MST a plus

135

Trusts & Estates Tax Associate Resume Examples & Samples

Prepare Estate and Gift Tax Returns, primarily Forms 706 and 709
Prepare Fiduciary Income Tax Returns, including Forms 1041 and 1040
Knowledge of tax fiduciary law and trust accounting principles
Experience with compliance in the areas of estate transfer taxation, gift taxation, fiduciary income taxation and generation-skipping taxation
Familiarity with concepts of probate accounting, trust accounting, plans of distribution and funding
Review and research any tax situation that could affect the management of accounts
Engage in special projects related to client matters involving tax accounting and consulting
Ability to manage multiple engagements in a fast-paced environment
Minimum 2 - 3 years of Trusts & Estates experience

136

Tax Associate Director Resume Examples & Samples

Exhibits strong technical knowledge and has the ability to cross-sell services to existing clients and develop new business to achieve growth objectives
Building and maintaining positive relationships with our clients
Coach, train, develop and retain top talent
Participates in proposal process, client presentation, Board presentations, firm marketing initiatives and other similar functions
Currently working as a Tax Senior Manager or Director with a minimum of 10 years experience with a local, regional or national public accounting firm
Bachelor’s Degree in Accounting required; Master’s Degree is a plus
Active CPA Certification
Proven record of building and maintaining long-term client relationships and successfully managing direct reports
Exceptional general audit or tax practitioner
Ability to provide high-level client satisfaction within budgetary and time constraints
Demonstrated ability to represent the firm in the business community and bring in new clients

137

Tax Associate Resume Examples & Samples

Working on a team that focuses on a wide range of tax specialty areas. This can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, and not for profit organizations
Minimum B.A. or B.S. degree or equivalent from an accredited university
Minimum 3.0 GPA preferred
Ability to work and multitask in a fast-paced environment

138

Tax-associate Resume Examples & Samples

Bachelor’s degree in accounting or business
Up to three years of experience in fixed asset accounting/management, tangible property regulation (repair) studies, cost segregation, construction cost estimating/management or similar
Proficient with Microsoft Office Suite software - specifically Excel and Word
Organized, detail-oriented, strong written and verbal communication skills
Hands-on experience with one or more fixed asset accounting software packages (BNA, Sage/FAS, Oracle, SAP, etc.)
Knowledge of and experience with Federal tangible property regulations and general tax depreciation rules
Familiarity with the capital expenditure request, construction invoicing and accounts payable processes
Knowledge of building systems and construction techniques
Ability to read construction blueprints and perform construction cost estimating

139

Tax-associate Resume Examples & Samples

Bachelor’s degree in engineering, architecture, or construction management
Up to three years of related experience in construction engineering or management, construction cost estimating, cost segregation or capital asset accounting and depreciation
Experience with cost segregation analysis
Ability to read construction blueprints
Familiarity with the construction contracting and invoicing process
Experience in construction cost estimating

140

Senior Tax Associate Resume Examples & Samples

Minimum of 3 - 5 years of recent experience in Public Accounting with an emphasis in taxation
Experience with entity and individual tax returns
Experience with ASC740

141

Tax-associate Resume Examples & Samples

· Bachelor’s degree in Accounting or related field
· CPA Certification preferred
· Background in financial analysis and modeling
· 2-4 years experience preferred but not required
· Verbal and written communication skills, as well as good computer skills
· Experience speaking in public
· Ability to handle multiple tasks simultaneously and work independently
· Proficient in Excel

142

Tax Associate Resume Examples & Samples

Tax bill verification, payment administration, refund processing, tracking and logging assessment notices and preperation of Property Tax Returns
Using reconciliation/ quality control methods and review work of self and of peers
Complete tasks assigned by Management with a sense of urgency and confidentiality where needed

143

Tax Associate Resume Examples & Samples

Creates monthly, quarterly, and annual client tax filings
Travels to client locations to gather data, create journal entries and payments, and obtain client approval of returns and payments
Responds to client inquiries and requests from tax authorities
Prepares client project status reports
Utilizes strong grammar, spelling, and proofreading skills
Processes tax returns and tax bills
Maintains tax compliance information in electronic and hard copy filing systems

144

Senior Tax Associate Resume Examples & Samples

Gathers required signatures on forms and letters
Makes travel arrangements as needed
Works effectively in a complex, deadline-driven environment

145

Tax Associate Resume Examples & Samples

Adhere to the Firm’s policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Work closely with all team members to identify and resolve issues encountered in all assigned projects through effective and timely communication
Consistently perform and take ownership of all assigned projects under the supervision of more experienced team members
Keep supervisors apprised of project status and scheduling issues on a timely basis
Demonstrate an understanding of clients operations and accounting systems
Establish and continue to develop good working relationships and demonstrate effective communication with client personnel at appropriate levels
Demonstrate mindfulness of budget and deadline considerations
Prepare and process tax returns, and assist with accounting/consulting projects
Demonstrate effective and clear workpaper techniques
Continue development of professional reading program that will assist in the recognition of tax and accounting issues
Assist less experience team members
Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal
Work with direct report manager to develop an appropriate plan of professional development and take responsibility to ensure that plan is achieved
Demonstrate progress toward passing the CPA exam
Experienced with Microsoft Excel, Word, Outlook
1-2+ years in public accounting or its equivalent

146

Tax Associate Resume Examples & Samples

Should have work experience of 0 - 1 year
Data Manipulation using excel & access
Should have basic exposure to Quality reviews and Project management
Masters or Bachelors Degree in Finance/ Commerce/ Accounting/ Business

147

Senior Domestic Tax Associate Resume Examples & Samples

B.S or B.A in Accounting
Minimum of 3 years of related tax experience
Proven analytical and problem solving abilities
Polished interpersonal communication skills and experience working well across the various internal levels management
Must be able to work well under tight deadlines and handle multiple responsibilities in a quality and timely manner
Excellent PC skills including Microsoft Excel, Word, and PowerPoint
Knowledge of PeopleSoft/Hyperion/One Source Tax Provision

148

Senior Domestic Tax Associate Resume Examples & Samples

Ensure the timely filing and payments of all Domestic income and franchise tax obligations, including corporate returns, extensions and estimates for over 100 legal entities in the financial services industry
Prepare schedules and work papers in connection with the computation of the quarterly tax provision
Research U.S. Federal and Multistate tax matters as applicable to the financial services and lending/leasing industries
Participate in and contribute to the internal training program
Up to 3 years of experience in a public accounting firm and/or a corporate tax department within the banking/financial services industry preferred
Experience with Thomson Suite of products, including OneSource compliance software
Demonstrate a commitment to continuous learning
Exhibit a strong sense of urgency and commitment to quality
Ability to provide excellent client service and strong interpersonal and team skills

149

Senior Tax Associate Resume Examples & Samples

Assist in the preparation and review of federal, state, and foreign corporate income and partnership returns
Lead the implementation of tax provision software and other automated solutions for the tax department
Review the monthly, quarterly, and annual non-income tax related filings, including sales & use tax, VAT/GST, rent tax, and property tax returns, as well as business registrations as needed
Support all statutory tax audits (income, sales & use, property, etc.) and prepare responses for review by the Associate Director and/or Director
Complete monthly close tasks, including reconciliation of the tax accounts
Monitor changing tax laws and assist the team in ensuring on-going compliance by the Company
Conduct thorough tax research (including income, sales, foreign, etc.) and maintain appropriate documentation of research for future reference, including drafting of memos as appropriate
Review and respond to all tax notices received
Assist in the preparation and review of stand-alone tax provisions as well as the worldwide consolidated tax provision as the role evolves
Track and manage various tax-related projects and participate in regular team meetings
Assist with special projects as needed, including assistance on non-tax matters as needs of the overall Finance Department dictate
3-5 years of public accounting experience required
Bachelor's degree in accounting required; Master’s Degree in Accounting or Taxation preferred
CPA License preferred; will consider candidates who are actively pursuing licensure
Working knowledge of corporate and partnership tax issues, including ASC 740 experience
Ability to prioritize multiple projects while still meeting deadlines is essential to the success of this role
Candidates should have strong organization skills and attention to detail, as well as effective written communication skills
Proficient in the use of Microsoft Office Suite with strong Excel skills
Ability to work independently and maintain a positive attitude while under pressure in a fast-paced environment
Team player; comfort in operating within a dynamic, complex organizational structure
State and local tax experience a plus

150

Corporate Tax Associate Resume Examples & Samples

Primarily responsible for supervising staff preparing inbound Branch tax compliance e.g., quarterly estimates, filing extensions and final returns
Additionally responsible for or ensure the completion of Branch quarterly tax provisions and Head Office reporting, reporting to the Director of Tax Reporting
Quarterly Reconcile tax expense, tax payments and tax balance sheet accounts
Develop and maintain business units’ information request for quarterly tax compliance, provisioning and reporting
Annually reconcile all book and tax differences
Maintain tax reporting processes and software, e.g., One Source Income Tax for general ledger changes and other tax reporting requirements and coordinate with State/Local Tax team for efficient data feed to state compliance work
Maintain Tax Liability and FTC capacity projections
Complete special projects as needed
Bachelor’s degree in accounting. Advanced tax degree or CPA certification is desired
3 to 6+ years of progressive tax accounting and compliance experience in either a corporate tax department and/or public accounting firm
Knowledge and experience with general ledger accounting systems, proficiency in excel and tax reporting software, e.g., OneSource Income Tax and OneSource Tax Provision
Ability to work effectively and collaboratively with all levels of internal and external personnel
Good interpersonal, analytical and writing skills. An understanding or previous work experience with financial institutions tax, including experience with inbound foreign financial institutions and treaty concepts
Specific experience with ECI concepts, Reg. 1.882-5 calculations and Head Office expense allocations
Specific experience with OneSource Income Tax compliance software and knowledge of OneSource Tax Provision software
Direct work experience in explaining US GAAP/Federal tax differences and applying this knowledge to tax return preparation, Schedule M adjustments, and building of supporting documentation
A good understanding of ASC 740
Ability to work as part of team and share and build on ideas
An ability to work collaboratively with business unit personnel to streamline tax information reporting

151

Experienced Tax Associate Resume Examples & Samples

Preparation of tax liability projections for corporate and individual clients
Conducting research on basic to intermediate tax issues
Develop rapport with existing client staff and leadership

152

Tax Associate Resume Examples & Samples

Preparation of tax returns, including but not limited to, individual, corporate and partnership returns
Calculate tax extension and estimate payments
1 to 3 years of professional experience – public accounting experience is preferred, but experience can include a combination of public accounting (tax) and/or industry
Current CPA designation preferred

153

Senior Tax Associate Resume Examples & Samples

Provide high quality service to sophisticated entrepreneurial business and high net worth family clients
Complete required tax compliance and planning engagements in a timely manner
Research and address tax issues
Correspond with tax authorities over tax payment and audit issues
Prepare compiled financial statements for select clients
Interact and communicate with clients

154

Tax Associate Resume Examples & Samples

This is a staff level tax position
You will be responsible for utilizing your educational background as well as communication and organizational skills by preparing tax returns, performing tax research, and working with firm Partners, Managers, Seniors and clients on tax matters
Strong analytical skills and an attention to detail. Able to identify and assist with implementation of tax planning and tax savings strategies, as well as research and consult on complex tax matters
A self-starter, able to complete projects with supervision from Tax Partners, Managers and Seniors
Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. General knowledge of FASB regulations, GAAS, and GAAP. Capable of completing tax research on tax matters
Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting
Familiarity with overall company operations and an ability to understand correlations between internal operating departments
A positive and willing attitude is absolutely essential!
Bachelor's in Accounting required, Master's in Taxation or LLM a plus, minimum of 1 - 3 years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus) and strong demonstrated progress to pursue CPA license if not already licensed
Experience with Microsoft Office Suite environment is required while programs similar to CCH WK and ProSystem Tax, Engagement, Fixed Assets suite experience is plus
C-Corp, Partnership, S-Corp, Individual tax preparation experience is a requirement of the position
ASC 740, ASC 740-10, and multi-state experience preferred, though not required
Effective writing, communication, and tax research skills necessary, experience with tax technology a must

155

Senior Tax Associate Resume Examples & Samples

Manage federal and state tax return compliance for flow-through and corporate entities
Provide monthly taxable income estimates to stakeholders
Track filing deadlines and delegate resources appropriately
Work with external tax providers on REIT and taxable income matters
Review and file sales tax returns
Resolve tax notices or audits with tax authorities
Supervise and train Tax Associates
Minimum 4 years professional work experience in federal income tax
Firm understanding of book/tax differences and federal tax forms
Experience with GoSystems tax preparation software, a plus
REIT tax experience, a plus

156

Tax Associate Resume Examples & Samples

Understand clients' basic accounting practices and business conditions
Demonstrate working knowledge of clients' accounting systems
Have basic understanding of the clients' business and critical needs
Be able to prioritize work and manage time
Communicate with other associates and supervisors progress on work assignments or projects

157

Senior Tax Associate Resume Examples & Samples

Prepare and review income tax provisions for corporate taxpayers under ASC 470
Provide timely and high-quality services and deliverables that exceed client expectations
Maintain active communication to manage expectations and ensure client satisfaction
Impart knowledge, facilitate staff development, and provide training and learning experiences
1-2 years of income tax return reviewexperience
ProSystem fx Engagement and ProSystem fx Tax experience

158

Tax Associate Resume Examples & Samples

Prepare US tax returns for a variety of corporate and partnership clients
Assist in advising clients on a full spectrum of corporate and partnership tax services, including planning, research, compliance and mergers and acquisitions activities in an international context
Research and write client tax advice relating to domestic and international tax matters
One year of public accounting and/or US corporate and/or partnership tax experience
Strong planning, research, and communication skills, as well as general knowledge of corporate tax compliance

159

Senior Tax Associate Resume Examples & Samples

Provide US partnership and corporate tax compliance services to a variety of non-US clients
Advise clients and be responsible for delivering high quality tax service and advice on a range of topics related to US corporate and partnership taxation in an international context
Two plus years of experience in US corporate and/or partnership tax (ideally working with private equity or real estate fund clients) and a desire to gain US international taxation experience
Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university; (current CPA or EA qualification preferred)
Experience reviewing US corporate and/or partnership tax returns

160

Tax Associate Resume Examples & Samples

Responding to tax authority inquiries, notices, and examinations
Interacting with Finance organization personnel on internal initiatives and projects
Identifying opportunities for process improvements and integration of technology into tax reporting functions
Minimum of 2 years of relevant tax experience in public accounting or a large corporate tax department
Knowledge of basic tax principles
Strong interaction skills
Strong research, writing, and verbal communication skills
Experience with ONESOURCE Tax return preparation software
Bachelors Degree with an emphasis in Accounting, Finance or a related field
CPA, or working towards a CPA
Advanced Degree (MST, MAcc or LLM)

161

Tax Associate Resume Examples & Samples

Excellent quantitative, research, and writing skills
Bachelor’s degree with 2 Years of related experience or Master’s degree with 0 years of experience
Masters Degree in tax or an LLM

162

Sales Tax Associate Resume Examples & Samples

Assists the Sales Tax Supervisor to monitor the SAP order screens
Initiates and responds to interdepartmental contacts
Assists in the training of the sales tax staff
Reviews and resolves discrepancies on customer's accounts and tax documentation
Uses multiple mediums to service the customer base efficiently
Prepares and maintains reports and special projects and duties as assigned by management and/or Tax Accountant, including self audits, Sales and Use audits and sales tax returns issues
Responds in a timely manner if not immediately to telephone/email contact with internal and external customers
Communicates with various taxing authorities to verify and research various customer issues regarding tax for management review
Acts as a liaison with Credit, Sales, Product Marketing and New Accounts departments as well as with customers to assist/educate with regards to sales tax issues
Assists in the proper completion of all tax related filings
Prepares select sales and use tax returns for review by management
Maintains flexibility working with state compliance guidelines, which change on a consistent basis
Maintains general working knowledge of current State guidelines for all 50 states to assist in evaluation of customer issues and in completing audit of tax accrual and purchases with respect to Tech Data's potential tax liability
Assists Management/Tax Accountant with special projects
Supports department management with audit research and compilation of customer data for presentation to auditors
Meets attendance and punctuality standards
High School/G.E.D Required
Able to assimilate research data from a variety of sources, analyze, and recommend appropriate courses of action to take
Able to answer phone and greet public in a friendly and courteous manner
Able to execute instructions and to request clarification when needed
Able to recognize and attend to important details with accuracy and efficiency
Able to sort through numerical information and recognize trends and details
Able to perform basic mathematical calculations
Able to prepare/analyze appropriate reports and other business correspondence. Knowledge and/or expertise in related area of responsibility
Possesses strong data entry skills. Possesses strong organizational and time management skills, driving tasks to completion
Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level
Customer Service experience preferred
Associate degree in business, related field or equivalent preferred
Experience in preparing sales tax returns preferred
Experience in leading/directing workflow of others preferred

163

Tax Associate Resume Examples & Samples

Participate in all tax aspects of monthly and quarterly accounting close process
Assist with tax journal entries associated with effective tax rate calculations and related documentation for ASC 740(FAS 109)
Prepare all US federal and state income tax returns for affiliated entities including quarterly estimated payments
Prepare tax return extensions and ensure proper and timely payments are made to the appropriate taxing jurisdictions
Perform tax research for US Federal tax and state taxes in jurisdictions where the company files tax returns
Respond to inquiries, notices and other communications from various taxing jurisdictions
The position requires a minimum of 1-3 years of experience in public accounting or public company
Proficiency in performing US Federal and state tax research
Superior Excel skills
MBA and CPA preferred

164

Sales Tax Associate Resume Examples & Samples

Serve as a resource for Revenue Accounting Controls and Sales groups
Conduct Internal Audits on tax certificate database
Act as point person on external Audits
Provide training to new hires and cross-functional teams
Be the point of contact for system questions and future enhancements
Sales tax experience is required
Customer service experience a plus
Highly organized and detail-oriented with the ability to multitask
Systems implementations a plus

165

Junior Tax Associate Resume Examples & Samples

Maintain tax basis of partnership investments in the closed-end, open-end and ETF products
Calculate deferred/current tax for taxable funds
Assist in review of financial statements
Monitor compliance requirements for funds under Subchapter M
Assist in estimates/extension/payment of taxes
Assist in reviewing federal and state tax returns
Assist client service team in downloading K-1s
Examine and respond to various IRS and state tax notices
Analyze tax losses for potential wash sale and straddle deferrals
A minimum of 3-4 years of public accounting tax experience
State income and franchise tax experience
Advanced Excel knowledge preferred

166

Senior Tax Associate Resume Examples & Samples

Review personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns
Review quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers
Support efforts to retain and build client relationships
Assist Senior Advisors in providing comprehensive wealth management and financial planning advice to clients
Review financial records such as income statements and balance sheets, etc
Bachelor’s and/or Master’s degree in accounting/finance or taxation
4-5 years’ experience in private client service tax preferred
Excellent client service orientation; strong personal and work ethics
Reliable to the confidentiality of client matters
Creative problem solving, research skills
Proficiency in Microsoft Office including Word, Outlook, Excel
Clear communicator with strong interpersonal writing/verbal skills
Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks

167

Finance, Asset Management Tax Associate Resume Examples & Samples

Preparing/supervising the preparation of tax returns for the firm as well as for Goldman Sachs Asset Management (GSAM) and Merchant Banking investment vehicles
Advising the firm’s professionals on the tax implications of the firm’s businesses and/or transactions undertaken by or for the firm
Graduate with Accounting, Tax or Legal qualification (LLB, ACA, ACCA etc)
Minimum 1yr PQE or 3yrs relevant experience in Asset Management Tax Advisory or Tax Consultant role
Excellent IT skills, especially Excel
Highly organized, attention to detail and excellent follow-through
Self-starter and able to take the initiative
Demonstrates client service focus and ability to build relationships across different levels, functions and regions
Good time management and ability to balance multiple, time-sensitive projects
Ability to take on responsibility to understand and resolve issues

168

Senior Tax Associate Resume Examples & Samples

The ability to take a leadership role throughout the course of an engagement
Coordinating with the client to establish timelines for the completion of work and directing staff to ensure deadlines are met
As the work is prepared, the senior will provide the initial level of review to ensure that the work adheres to the high quality standards we promote
In support of our audit practice, the senior may also be tasked with preparation of the income tax footnote that accompanies the financial statements
An active CPA license
Minimum 2 years of public accounting experience with a primary focus on preparation and planning of corporate federal and state tax engagements
Possesses self-motivation
Exhibits strong verbal and written communication skills that can manage both client engagements and staff
The candidate should have proficient accounting, analytical, and research skills along with a desire to continue to grow professionally

169

Tax Associate Resume Examples & Samples

Preparation of complex C Corp., S Corp and partnership income tax returns
Preparation of high net worth individual returns
Preparation of income tax provisions
Research and resolve tax issues

170

Tax Associate Resume Examples & Samples

Bachelor’s degree in Accounting and requisite hours to sit for the CPA exam
Desire to work in public accounting
A strong track record of leadership and related extracurricular activities
Ability to work additional hours as needed

171

R&D Tax Associate / Senior Associate Resume Examples & Samples

Researching, gathering data and analyzing R&D tax matters and financial reports
Managing multiple tasks and client needs
Preparing reports and other documents as required
Participating in professional association meetings and forums

172

Tax Associate Resume Examples & Samples

Develop an understanding of clients operations and accounting systems
Establish and maintain good working relationships and demonstrate effective communication skills with client personnel at appropriate levels
Develop mindfulness of budget and deadline considerations and strive for adherence
Develop effective and clear workpaper techniques
Assist with tax return preparation, processing, and other accounting/consulting projects
Develop an ability to perform basic tax and accounting research
Develop and implement a professional reading program that will assist in the recognition of tax and accounting issues
Has the goal to progress professionally by working toward passing the CPA exam
Become familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities
0 – 1+ years in public accounting or its equivalent

173

Tax Associate Resume Examples & Samples

Bachelor’s degree, preferably in Finance, Accounting, or Economics, plus 1-2 years Tax Accounting/Auditing experience; CPA preferred. New Grads with relevant experience encouraged to apply
U.S. Citizenship or Permanent Residency required
Experience filing IRS Form 990, 990-T or comparable forms. Ability to assess and determine tax implications for any new office location, merger, acquisition or divestiture activities. Good knowledge of applicable Federal, State tax laws and ability to research tax codes as required
Must have strong analytical, oral/written communication and presentation skills as well as excellent interpersonal skills and must be a team player
Candidate must also possess excellent computer skills including Microsoft Excel, Word and PowerPoint

174

Senior Tax Associate Resume Examples & Samples

3-6 years of High Net Worth $HNW$ Tax experience
Resolve complex tax problems
Experience reviewing working papers and completed returns to make sure they meet firm standards

175

Senior Tax Associate Resume Examples & Samples

Demonstrate insightful analysisthrough planning, research and review of tax filings for funds and management companies
Provide tax expertise and researchto effectively and quickly address day-to-day issues for funds (trading in all product types, including securities and derivatives) and management companies (foreign offices and various state issues)
Exhibit excellence and have experiencein project management and working across various levels and departments of an organization
Have 5-10 years of experience in a large public accounting firm, investment fund, or bank/finance company, and CPA, JD, or MS in Taxation

176

VAT Tax Associate Resume Examples & Samples

Assisting in the interpretation of the VAT act, planning and restructuring
Assisting the seniors in reviewing the client’s matters of a compliance type nature, checking schedules and issuing VAT Returns
Researching into local and offshore legislation and case law

177

National Tax Associate Resume Examples & Samples

Assist in the design, creation and updating of firm resources including Excel-based tax tools, training materials and presentations
Assist with implementation and monitoring of the firm’s internal tax policies and procedures
Prepare various reports for firm management
Professional demeanor toward clients and team members and handle work assignments with a collaborative work style
Working toward a Bachelor’s degree; Master’s degree in Accounting, Taxation or related field preferred, with a cumulative GPA of at least 3.25

178

VAT, Tax Associate Resume Examples & Samples

Prepare VAT, GST and other international indirect tax returns and filings for review by Indirect Tax Manager
Support Indirect Tax Manager, sectors and contract personnel with foreign contract reviews for foreign indirect tax consequences
Work with accounts payable to resolve foreign indirect tax issues on purchases
Research foreign indirect tax issues as needed
Keep current with foreign indirect tax laws, regulations, rules & court cases
Support Indirect Tax Manager on briefings to keep the domestic indirect tax team informed of issues in foreign contracts & foreign entities that could impact domestic indirect tax
Support Indirect Tax Manager on foreign indirect tax audits
Assist domestic indirect tax compliance team as needed
Work in conjunction with Indirect tax manager with sectors and contract personnel to review foreign contracts for foreign indirect tax consequences
Recommend process improvements
Keep taxability matrices and flowcharts current
Brief the domestic indirect tax team on issues in foreign contracts & foreign entities that could impact domestic indirect tax
Perform foreign indirect tax training and planning
Manage foreign indirect tax audits
Respond to foreign indirect tax notices
Bachelor’s degree in Accounting or similar field plus 6 years foreign indirect tax experience or 3 years experience at a Big 4 Accounting Firm
Proficient in Microsoft Office (Excel, Word, PowerPoint); SAP knowledge is a plus
Bachelor’s degree in Accounting or similar field plus 3 years foreign indirect tax experience or 1 year experience at a Big 4 Accounting Firm
Big 4 & industry tax experience
A high level of confidence, attention to detail, integrity, self-motivation, and hands-on problem solving skills
Excellent organizational, verbal, and written communication skills, as well as, project management, planning, and personal interaction skills

179

Tax Associate Resume Examples & Samples

Support Partner/Senior Advisor on client matters, including
Bachelor’s Degree required. (Finance or Accounting majors preferred
Proficiency in technology/applications is strongly preferred
Two to four years of work experience in financial industry, tax and/or related field
Strong attention to detail, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
Evidence of excellent interpersonal skills in dealing with staff and clients
General proficiency in financial modeling is strongly preferred
CPA or CFP candidate preferred

180

Senior Tax Associate Resume Examples & Samples

Refund processing, tracking and logging assessment notices and preparation of Property Tax Returns including Reconciliation
To ensure adherence to Service Line Agreement always
To attend and actively participate in meetings, offering ideas, insights and recommendations towards process improvements, which will enable team to

181

Senior Tax Associate Resume Examples & Samples

Prepare and review complex gift, estate and fiduciary income tax returns
Prepare and review fiduciary accounting for trusts and estates
Assist with tax planning and consulting to high net worth clients for estate and individual income taxes; and
Research various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues

182

Experienced Audit & Tax Associate Resume Examples & Samples

Perform a moderate range of accounting procedures under the supervision of the in-charge, including recording transactions, classifying postings, footing columns, and testing extensions to verify accuracy
Assist in the preparation of financial statements, statistical/account analysis, and interim examinations
Periodically oversee interns to provide work direction and review work assignments
Continually interact with peers and supervisors to gather and prepare information

183

Private Equity Tax Associate Resume Examples & Samples

Proficiency in the Microsoft Office Suite of Applications specifically MS Word & MS Excel
Excellent interpersonal, organizational and listening skills
Work well with peers

184

Senior Tax Associate Resume Examples & Samples

You demonstrate strong research and analytical skills
You have strong experience writing clearly and persuasively, for tax professionals and business executives
You thrive on working well in a team-based environment

185

Tax Associate Position Resume Examples & Samples

Assist in preparation and filing of federal, state and local tax returns including reporting for overseas operations
Prepare support schedules and documentation for filings
Perform tax research and prepare memos
Assist in ad hoc projects as necessary
2 years of tax compliance experience and a thorough understanding of accounting principles
Big 4 and/or CPA preferred

186

Corporate Tax Associate Resume Examples & Samples

Responsible for accurately completing tax work papers, reconciliations and other documentation for MUAH’s quarterly 10Q and annual 10k reporting
Develop, maintain and coordinate business units’ information request for quarterly tax provision reporting
Complete quarterly Home Office BTMU tax provision reporting
Develop and maintain business units’ information request for quarterly tax provision reporting
Annually reconcile all book and tax differences, e.g. leasing and LIHTC partnerships, fixed assets, and the FDIC loan portfolio
Maintain tax reporting processes and software, e.g., One Source tax provision and compliance product for general ledger changes and other in tax reporting requirements
Responsible for all federal income tax compliance, e.g., quarterly estimates, filing extensions and final returns
2+ years of progressive tax accounting and compliance experience in either a corporate tax department or public accounting firm
Bachelor’s degree in accounting
Knowledge and experience with general ledger accounting systems, proficiency in excel and tax reporting software, e.g., OneSource Tax Provision and the OneSource Income Tax
Ability to work effectively and collaborative with all levels of internal and external personnel
An understanding of ASC 740 and experience applying ASC 740 concepts to day-to-day tax compliance related tasks
Specific experience with OneSource Tax Provision and OneSource tax return compliance software

187

Tax Associate Resume Examples & Samples

Prepare state and local sales and use tax returns in a timely manner
Assist with various state sales tax audits
Perform research on sales tax issues
Prepare sales tax exemption certificates as well as other duties required to support the sales tax functions including monthly research and reconciliation of sales tax accounts
Prepare business license and property tax filings and other accounting duties as assigned
Review tax inquires and notices from various tax authorities and propose solutions
Assist with SOX compliance and other duties as assigned
0-2 years of experience plus a BS/BA in Accounting, or Demonstrated knowledge related to accounting
Well Organized, Hands on Detail Oriented
Able to work Independently and as part of a team
Strong interpersonal skills and ability to communicate effectively with all levels of management
Self starter with strong accounting, analytical, and project management skills
Proficient computer skills including working knowledge of Excel
1-2 yrs experience including sales tax, business license and property tax compliance

188

Corporate Tax Associate Resume Examples & Samples

Ensuring timely and accurate provision of data for non-UK EMEA CIT returns and liaison with third party advisors to prepare the returns for submission
Initial preparation of UK CIT return computations
Ensuring payment of all EMEA Tax liabilities as and when they arise
Initial preparation of USGAAP Tax provisions for all EMEA entities monthly
Reconciliation of USGAAP Tax balance sheet accounts for all EMEA entities monthly
Initial preparation of annual statutory tax reporting requirements for all EMEA entities
Initial preparation of quarterly statutory tax reporting requirements for the UK entities
Preparing tax workings for the regulatory submissions to the FCA for UK entities
Promptly responding to CIT queries from numerous stakeholders; business facing, external advisers, Tax authorities, audit, etc
Experiences in preparing/reviewing CIT returns
Knowledge of current CIT legislation/issues (non-UK in addition to UK would be beneficial)
Ability to communicate in verbal and written form clearly and confidently. Liaison with non-UK third party advisors is required, for which communication is key
Self-starter, highly numerate, quick learner, team player, with an ability to adjust to change and the desire to take on responsibility
Organised and methodical, possessing attention to detail and good analytical skills
CA/ACA/ACCA/CIMA Qualified with a strong academic record or Tax Exam qualified. Will also consider candidates with strong practical Tax experience
Experience preferably in Financial Services (Asset Management industry beneficial but not essential)

189

Tax Associate Resume Examples & Samples

Tax Consulting
Personal & Professional Development
Accept responsibility for, and complete tasks assigned by CohnReznickmanagement in a timely fashion
Education: BS/BA accounting preferred with 150 credit hours; MST and CPA a plus

190

Senior Tax Associate Resume Examples & Samples

Preparation of Federal, States, and all U.S. international tax returns (Forms 5471, 8858, 8865, etc.)
Assist with tax reporting, such as quarterly and year end Subpart F calculation and APB 23 U.S. and foreign deferred tax liabilities
Documentation and analysis for the Company's uncertain tax positions / FIN48 reserves with respect to international tax issues
Analyze financial data and apportionment data to complete federal and state tax return work-papers
Provide supporting analysis & documentation for internal and external auditors
Assist in Federal and State Tax Audits
Research and resolve various tax notices received by various tax jurisdictions
Ad hoc research and projects, preparation of reports and memos
2+ years of tax experience with a public accounting firm or corporate international tax department preferred
Advanced degree preferred (MBA, MS in Tax). CPA would be a plus
Must possess professional attitude and be a team player
Strong technical, research, problem solving and analytical skills
Proficiency with OneSource, MS Excel, MS PowerPoint, and tax research tools such as BNA and CCH is preferred

191

Tax Associate Resume Examples & Samples

Conducting tax research and tax planning for clients
Tax return preparation including individuals, trusts, estates and gift
Handle multiple tasks and manage your schedule in alignment with department needs
Contribute to growth of PSG group by expanding existing relationships, building personal networks, and participation in civic and professional organizations

192

Tax Associate Resume Examples & Samples

Assist in preparation and review of federal and multi-state corporate income tax returns
Assist in preparing workpapers, which consist of calculation and analysis of book/tax differences
Accumulate information needed to complete tax work, including interfacing with subsidiaries of the company
Assist in tax provision work and preparation
Assist on tax audits
Assist in preparation of quarterly estimated tax payments

193

Tax Associate Resume Examples & Samples

Assisting in the analysis and implementation of tax planning initiatives
Relevant tax experience in public accounting, large corporate tax department or legal firm
Bachelor’s Degree with an emphasis in Accounting, Finance or a related field with 2 years of experience or a Master’s degree in a related field with 0 years of experience

194

Product Tax Associate Resume Examples & Samples

Co-ordinate with internal groups and external service providers to verify that BlackRock funds have been appropriately documented to receive expected withholding tax rates as part of internal onboarding processes
Take the lead in certain projects, to improve processes and efficiency, which can be global in nature
Drive performance through identification and use of technology solutions to the Product Tax processes
Assist in maintenance of fund range specific tax documentation profiles
Assist in ongoing maintenance of various Tax data points within BlackRock’s Aladdin platform
Assist in co-ordination of external custodial documentation reporting to proactively address maintenance of critical BlackRock fund tax documentation. Develop escalation protocols to resolve time-sensitive documentation issues
Ongoing administration (i.e. facilitate execution and transmittal) of certain tax critical documents to custodians and third parties as required
Complete periodic reconciliation of fund tax rate entitlements in BlackRock systems against custodial systems and/or administrator systems to ensure alignment
Administration of regional aggregated tax reclaim receivable reporting based on data sourced from multiple custodial service providers
Administration of other regular and/or ad hoc MIS reporting as required
Degree in Business, Accounting, Finance or equivalent
Demonstrable experience in accounting, legal, investment management, brokerage, capital markets, or custody
Knowledge of or background in custodial business and general knowledge of cross border withholding tax concepts preferred but not required
Exposure to project management would be desirable
Specific experience with the use of technology to improve efficiency of processes
Highly organized, strong attention to detail with ability to manage multiple work-streams with varied deadlines
Strong excel / database skills preferred
Self-starter able to work independently when necessary

195

Tax Associate Resume Examples & Samples

2+ years of progressive Tax experience in a Public Accounting and/or Private Industry setting
Strong partnership tax preparation experience
Prior experience out of Financial services industry
Experience New York City Unincorporated Business Tax (UBT)

196

Junior Tax Associate for Great Amlaw Firm Resume Examples & Samples

JD from a top law school with top academic credentials
LLM not required but is a plus
Prior experience at a big firm or Big 4 accounting firm

197

Midlevel Tax Associate for Top Amlaw Firm Resume Examples & Samples

4-6 years of big law firm experience or a mix of big law and Big 4 accounting firm -International and domestic tax experience
JD from an accredited law school with top academic credentials
Tax LLM from a top tax LLM program
Diligent and a team-player (personality is very important)

198

Tax Associate Resume Examples & Samples

1-3 years’ experience in public accounting
Superior knowledge of Excel
Highly organized, team player with the ability to work under frequent deadlines
Superior attention to detail and capacity to think and work independently and as a member of a broader team
Real estate and/or hotel REIT experience
JD Edwards and Hyperion Financial Management knowledge

199

Houston Tax Associate Resume Examples & Samples

Help draft management letter comments and the audit report
Ability to work well with a team as well as independently
Willingness to take initiative
Close attention to detail
Ability to work under pressure and against deadlines

200

Tax Associate Resume Examples & Samples

Performing detailed reviews of client’s state tax filings
Performing Nexus studies to determine where clients should register and file tax returns
Assisting clients with various state tax planning and tax controversy matters
Developing sales/use tax taxability matrices
Serving as a technical resource on state & local tax matters
1-3 years of tax experience in a public accounting firm
Experience in researching and addressing multi-state income/franchise tax and sales/use tax matters

201

Tax Associate Resume Examples & Samples

Support clients in analyzing the tax implications of working internationally and filing income tax returns in multiple jurisdictions, including preparation of Federal and State(s) individual income tax returns; this includes analyzing and utilizing foreign tax credits between countries, tax treaties and looking for opportunities to use global tax planning opportunities to minimize overall tax costs
Assist corporations with setting up operations in new countries and helping to ensure the applicable tax rules are satisfied and the corporations and individual executives are in compliance with the applicable tax and social tax requirements
Assist clients to determine the compensation packages that should be provided to executives working on an international assignment, and assist with setting up and supporting their global payroll process including determining what amounts should be provided to executives in multiple locations while ensuring compliance with the applicable countries laws; n the respective locations
Provide global coordination and support to KPMG’s corporate clients with all aspects of running a global mobility program including assisting clients with implementing leading processes and technologies solutions related to efficiently managing their global workforce
Assist Senior Associates and Managers with engagement administration and scoping efforts
One year of public accounting and/or tax experience
Bachelors degree, J.D., LL.M. in Taxation, and/or Masters in Taxation (MST) from an accredited college/university
Ability to speak and write fluent Japanese (a plus but not required)

202

Tax Associate UK Resume Examples & Samples

Collect data and generate reports from source system
Utilize existing technology platforms including Corptax, TTI, Omega/SAP, and assist with software testing and enhancements
Conducting tax research
Experience of US GAAP and US Tax systems is advantageous but not essential
Must have ability to think critically and self-review

203

Senior Tax Associate Resume Examples & Samples

Prepare broad range of individual, corporate, S-Corporation, Partnership and other entity tax returns, including multi-state, fiduciary and consolidated returns
Prepare tax liability projections for corporate and individual clients
Conduct research on basic to intermediate tax issues
Communicate tax savings ideas to supervisors and clients
Represent clients in regards to IRS notices and audits
Direct and review of work of assigned associates
Prepare trial balances and adjusting entries as needed

204

Senior Tax Associate Resume Examples & Samples

Document balancing procedures for the IRS
Review and explain various tax forms (W-8, W-9, 1099, 1042, 2439) and the use of the forms
Set up, run, and check tax file adjustment entries
Assists in training others
TEFRA regulations for withholding, securities, and IRS filing requirements for Forms 1099, 2439, 945, 1042, 1042S
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines

205

Experienced Tax Associate Resume Examples & Samples

Plan and research tax issues
Assist with development and supervision of staff accountants
Ability to meet stringent deadlines of our clients
Current CPA designation
Previous experience or internships in a public accounting firm performing audit or tax work is a plus

206

Tax Associate Resume Examples & Samples

Bachelor's Degree in Accounting , or equivalent; Master of Science in Taxation or CPA (preferred)
Minimum of 2-4 years experience in corporate income tax compliance
Public accounting and/or in house corporate tax experience
Proficient in Microsoft Word and Excel
Familiar with HFM and with Corptax software to prepare US GAAP provision and US tax return
Proactive, attentive to detail, strong sense of ownership
Able to multi-task and prioritize with support of manager

207

Intern Corporate Tax Associate Resume Examples & Samples

Strong communication skills: written, verbal and interpersonal
Proficient computer skills (including Microsoft Suite)
Self-motivation to work on own initiative and meet deadlines
Ability to work well individually or in a team environment
High degree of organization
Knowledge in Canadian Corporate Tax
Exposure to Corporate Tax Software

208

Tax Associate Resume Examples & Samples

Good skills on Oracle ERP preferred
Relevant work experience, preferably in financial reporting, auditing or tax operation support
Exposure to financial applications implementations / enhancements / support primarily on Oracle R12 platform, with primary focus on eBiz Tax for AR/AP/IC/AGIS processes
Exposure to Tax software products like Sabrix, CorpTax, OneSource etc

209

Tax Associate Resume Examples & Samples

Responsible for identifying and solving bank reconciliation discrepancies
Yield timely and accurate year-end information for 1099M and W-2
Correspond with clients and tax agencies
2+ years tax experience
Highly organized with special attention to detail
Excel abilities
Possess an ability to improve efficiency and effectiveness of current procedures and processes, as needed

210

Senior Tax Associate Resume Examples & Samples

8+ years of experience
1040 tax prep experience
Comprehensive knowledge of applicable tax code and regulations
An understanding of partnership taxation
MS in Tax

211

Tax Associate Resume Examples & Samples

Responsible for accurately completing tax work papers, reconciliations and other documentation for quarterly reporting to the MUFG Corporate Tax Department
Develop, maintain and coordinate business unit information request for quarterly tax reporting
Complete quarterly reconciliations of tax expense, tax payments and tax balance sheet accounts
Complete business unit information request for quarterly tax provision reporting
Assist in the completion of the reconciliation of book and tax differences to their source
Assist in the completion of federal income tax compliance, e.g., quarterly estimates, filing extensions and final returns
Minimum of 4 years of progressive tax accounting and compliance experience in either a corporate tax department or public accounting firm
Bachelor’s degree in accounting. Either an advance tax degree or CPA certification is desired
Good interpersonal, analytical and writing skills
A good understanding of ASC 740 and experience applying ASC 740 concepts to day-to-day tax compliance related tasks
An understanding or previous work experience with financial institutions tax
Past experience of working with outside accounting advisors

212

Senior Tax Associate Resume Examples & Samples

High Net Worth
C-Corp/S-Corps
Strong Up and Comer

213

Tax Associate Resume Examples & Samples

Preparation of monthly, quarterly and annual dividends
Preparation of interim QDI, excise and capital gain estimates
Preparation of quarterly subchapter M compliance tests
Preparation of year end shareholder tax information
Preparation of year-end financial statement tax footnotes
Review of tax provisions prepared by 3rd party
Review of tax returns prepared by 3rd party

214

Senior Tax Associate Resume Examples & Samples

Hiring Manager
The Sr Tax Associate will be responsible for research and compliance in domestic and international tax areas. Assignments may be in any/all federal, state, international, property, payroll, and sales and use tax areas
Accumulate and synthesize information for preparing income tax returns, quarterly estimated tax payments and extensions, and quarterly and annual provisions
Identify and analyze book and tax differences and assist with claims for foreign tax credit and research and development credit
Assist with tax planning projects; review business practices to minimize federal, state, and international taxes
Research federal and state tax matters and provide recommendations concerning treatment and operating procedures
Work on special projects as required; investigate special transactions, respond and manage assigned audits conducted by taxing authorities
Develop in house work papers and permanent files
Assist with transfer pricing studies and agreements and ensure accounting records are in compliance with transfer pricing policies
Analyze international contracts, mechanics of setting up offices abroad, foreign withholding tax issues and impact of profitability
Bachelors in Accounting Degree required
Some experience in a large CPA firm or corporate tax environment with tax compliance (tax return preparation) required
Knowledge of: income, property and sales taxation, GAAP and ASC 740
Software Corptax experience preferable, also Oracle, Excel, Word preferred
Experience with tax research and preparation tools skills preferred
CPA/MBT desired

215

Income Tax Associate Resume Examples & Samples

Prepare federal and state corporate and partnership income tax return work papers including depreciation computations, special allocations under Internal Revenue Code Sections 704 and 754, tax basis balance sheets, and capital accounts
Work closely with Portfolio Management to update the financial models for third party investors
Provide due diligence support to M&A and portfolio management departments including analysis of complex excel financial models and review of cost segregation studies
Research federal and state corporate and partnership income tax issues and identify ways to optimize tax obligations
Perform other tasks as needed for federal and state corporate and partnership income tax planning and compliance
Work closely with other departments to gain required information to support the R&D credit
Assist with management of tax benefits on tax basis of in excess of $ 7 billion
Bachelor or Master’s degree in Accounting
4-5 years of experience including 2+ years in federal and state income tax compliance
Strong technical knowledge of federal and state corporate and partnership taxation
In depth understanding of accounting principles
Strong Microsoft Excel skills (knowledge of complex functions and formulas)

216

Senior Tax Associate Resume Examples & Samples

Maintain files, records and schedules of required filings and due dates
Perform tasks in an orderly and organized fashion
Use good judgment in executing tasks, seek advice whenever
5+ years related corporate accounting, tax or finance background
Bachelor’s degree in Finance, Accounting; tax concentration a plus
Ability to perform work accurately, thoroughly, timely
Critical thinker with ability to initiate and carry out change
Highly organized, able to handle multiple priorities at the same time
Strong general knowledge of federal and state tax regulations
Knowledgeable in conducting tax research
Working knowledge of OneSource Tax Provision a plus
Excellent communication skills; ability to disseminate data and information is critical
Advanced computer skills required: MS Excel, Word and PowerPoint; Access is a plus)

217

Senior Tax Associate Resume Examples & Samples

Prepare and review Federal and state corporate, partnership and complex individual tax returns
Prepare and review income tax provisions for corporate taxpayers under ASC 740
Perform technical tax research on a variety of Federal, state and international tax topics
Prepare clear and concise workpapers and other communications
Impart knowledge, facilitate staff development, provide training and learning experiences
Provide timely training, coaching and performance feedback to staff associates
3-4 years of professional Federal and state income tax experience including experience in public accounting
BA/BS degree in Accounting or Master’s degree in Accounting/Taxation
Experience with international client base

218

Senior Tax Associate Resume Examples & Samples

Participate in tax planning for corporate clients
Apply tax technical knowledge to specific client situations
Interface with client personnel to obtain information and deliver a high-quality project on time and on budget
Senior Tax Associate with 3-4 years of public accounting experience
Advanced degree: MST a plus
High proficiency in spreadsheets
Ability to simultaneously work on several projects and effectively manage deadlines
Detail oriented, and possess strong organizational skills to excel in a deadline-driven environment

219

Tax Associate Resume Examples & Samples

Preparation of VAT returns for review by Head of Taxation
Preparation of the Bank and Building Society Interest return and FATCA/CRS returns
Assist with production of quarterly HO reporting and tax provisioning
Support the Head of Taxation in handling European tax issues that affect the Continental offices
Assist Head of Taxation in ensuring that Mizuho is compliant with VAT and UK taxation
Assist Head of Taxation in ensuring that HO tax policies are followed
Delivering results
Business awareness

220

Finance, India TAX, Associate Resume Examples & Samples

Direct and Indirect tax Advisory (sectors covered are IT/ITES and Financial Services) 2.Ensuring compliance on all India direct and indirect tax matters (including transfer pricing documentation) requirements
3-5 years post qualification India tax experience including transfer pricing experience
Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions 6.Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others

221

Tax Associate Resume Examples & Samples

Bachelor’s degree in accounting or related field required
Advanced graduate degree studies in taxation is a plus
CPA license and or JD is a plus but not required
3+ years of progressive tax work experience including working with tax planning & tax audits
Experience managing tax processes and data flow using financial, regulatory, compliance and tax systems
Exposure to tax research and planning is a plus
Requires demonstrated knowledge of fundamental tax law
Understanding US GAAP/Federal tax differences and applying this knowledge to tax returns and Schedule M adjustments
Highly developed interpersonal, project management, organizational, analytical and writing skills
Ability to work effectively with various levels of tax, accounting and various business unit staff
A self-directed approach to dealing with tax situations
Self-motivated for instituting process improvements
Possess strong communication and writing skills
Ability to work well with external advisors
Ability to work collaboratively with business unit

222

Seasonal Tax Associate Resume Examples & Samples

Service Specialization: Clients may be in any industry with a need for a technical expert, or may be industry focused. S/he focuses on development within a particular service while gaining knowledge on the full suite of service capabilities CLA can provide
Tax: Prepare individual, corporate, partnership and other types of returns as well as perform limited tax research with guidance. Handles routine client tax questions and works with clients to collect necessary information for tax return completion and compliance. Completes tax related research and special projects as needed. Interfaces with client personnel to review and apply accounting and tax principles
The Associate reports directly to a Director or Principal and may receive work direction from a Manager. S/he works on a variety of client engagements under the direction of a Principal, Director, Manager or Senior
Leading with Impact: Gains the confidence of others by demonstrating success over time
Entrepreneurial Grit: Has the courage to bring forward a new idea, with the firm’s interest at heart
Ownership Mindset: Takes personal responsibility for work product, as if own name was on the front door
Client Service Excellence: Has a service mindset and is responsive to client needs
People Development: Makes personal development a priority, seeking feedback and opportunities to grow
Clear Communication: Communication is clear, concise, and considerate of the needs of others
Growing the Business: Is aware of the importance of growing the business and understands the core services we provide
Experience: College graduate or demonstrated success as an entry-level accountant with an exposure to financial statement preparation and tax preparation (with appropriate education)
Education: Bachelor’s degree in Accounting, Finance, or a related field
Certification: Eligible to sit for CPA preferred
Travel: This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes

223

Senior Tax Associate Resume Examples & Samples

The Senior Tax Associate is responsible for recording income tax provision and preparing and filing federal and state income tax estimates, extensions, and returns
Prepares Company’s monthly, quarterly, and annual accounting income tax provision and related financial statement disclosures
Prepares tax-related journal entries and corresponding general ledger reconciliations
Performs tax calculations for state returns/estimates/extensions
Manages tax notices - calling taxing authorities to inquire about unclear notices, writing abatement letters as needed, coordinating payment of notices
Processes federal and state income tax estimates, extensions, and returns
Coordinates of efforts o external tax advisors and external auditors
Manages audits from taxing authorities
Monitors of the Company’s transfer pricing policies and related documentation
Special projects and tax research

224

Tax Associate Resume Examples & Samples

Calculate ASC 740 Tax Provisions and prepare workpapers supporting Current and Deferred Tax
Assist in the preparation of all Federal and State income tax returns for US entities
Calculate Federal and State quarterly estimates and annual extensions
Respond to tax authority notices and nexus questionnaires
Prepare monthly account reconciliations of all tax-related accounts
Gather information for tax audits
Tax Research and Planning to provide companies tax advice/guidance and tax savings
Bachelor's degree in Accounting preferably with an Internship in Tax Accounting
1 year of corporate tax related Public Accounting experience preferred
Strong Accounting and MS Excel knowledge
Good analytical and proactive problem solving skills
Ability to multi- task and meet deadlines
Detail oriented with strong organization skills
Self-motivated Team Player requiring minimal supervision
SAP and OneSource Tax software experience a plus

225

Income Tax Associate Resume Examples & Samples

Strong communication, organizational, and time management skills
Proficiency with Microsoft Word & Excel
Self-motivated and accountable
Professional and positive attitude
High integrity
Dedication and commitment to contributing to a team environment
Bachelors degree in Accounting (Masters degree preferred)
Income tax coursework (1-2) years required

226

Tax Associate Resume Examples & Samples

Calculate qualified vs. non-qualified dividends and premiums
Minimum 2-5 years of income and indirect tax accounting and compliance experience
Working proficiency with tax software (e.g. CorpTax, OneSource, TriTech Premium Pro, other)

227

Senior Tax Associate Resume Examples & Samples

Preparing quarterly estimated tax payment calculations for federal and state jurisdictions, including collaboration with accounting function to ensure timely payment
Assisting with ancillary tax compliance, including foreign bank account reporting, Forms 1042, etc
Maintaining documentation required to prepare and complete Form 1118
Assisting with interim and year-end tax provision calculations and reporting
Maintaining tax basis balance sheets
Assisting with quarterly financial filings with the Department of Commerce
Assisting with other tax projects as required, including fixed asset maintenance, residency certificates, etc
3-5 years of US corporate income tax compliance experience
Strong knowledge of US tax accounting principles (FAS109)
Knowledge/experience with OneSource RS tax preparation software is highly desired
CPA designation is a plus
PeopleSoft experience is a plus

228

Senior Tax Associate Resume Examples & Samples

Strong understanding of accounting and taxation principles
Ability to problem solve and work through issues
Bachelor degree in Accounting or related field required
Advanced degree in Tax a plus, but not required
3 - 5 years of applicable, practical tax experience
2+ years with big four accounting firm, preferred but not required

229

Fantastic Opportunity for Tax Associate Resume Examples & Samples

Firm regularly promotes Partners from within and great values loyalty. They have a policy not to lateral in partners – this is great for attorneys looking for growth potential in their next opportunity
The firm offers challenging work, growth opportunities and a collaborative environment
Firm offers lower billable hours and great growth potential

230

Payroll Tax Associate Resume Examples & Samples

Creates cost centers and personnel subareas in the HRIS and payroll systems
Ensures proper setup of employees' work state for tax withholding and unemployment insurance purposes
Ensures proper setup and maintenance of local withholding codes for employees in the payroll system
Accurate and timely review and reconciliation of weekly and bi-weekly tax funding
Review and reconciliation of quarterly and year-end tax filing
Perform audits to ensure the accuracy of W-2 reporting
Process adjustments, W-2 corrections and coordinate tax amendments as appropriate
Prepare annual federal wage allocation by state and city for the Corporate Tax department
Coordinate and monitor SUI tax rate changes with unemployment insurance and payroll vendors
Maintaining and tracking tax verification reports for audit purposes
Responsible for acting as a vendor liaison and ensuring a successful and productive vendor relationship
Lead small to medium impact Administration and Payroll projects and tactical initiatives
Participate in projects that involve cross disciplinary teams
Responsible for training new hires and providing guidance and support on departmental policies, procedures and systems to all other A&P Specialists
Provide Call Management System (CMS) support to handle employee inquiries regarding W earnings and withholding taxes. (CMS average turnaround 1.5 business days)
Perform other duties as assigned in a timely and satisfactory manner
Associates (minimum) or bachelor's (preferred) degree preferred or equivalent work experience
Prior experience working in a payroll environment a plus
Experience with Kronos, ADP eTime, SAP HRIS a plus
Ability to coordinate priorities with Administration and Payroll, Benefits, Compensation, HR managers and HR business partners. * Integrity and trustworthiness specific to confidentiality and privacy of employee information
Ability and willingness to work flexible work hours to ensure payroll deadlines are met
Ability to adapt to frequent changes that can occur with vendor relationships, system updates, policies, etc
Proactive in resolving issues with employees, businesses and other departments
Persuasiveness and assertiveness in communicating expectations to vendors. Ensure vendor compliance with all applicable federal, state and local regulations
Assist analysts in performing root-cause analysis, identifying systemic issues, implementing solutions
This position pays $26.00 per hour

231

Tax Associate Resume Examples & Samples

Bachelor’s Degree or above preferred
1-3 years administrative experience in a professional environment preferred
Excel, Word and Outlook, with the ability to learn multiple tax programs
Experience with ProSystem Tax or OneSource Trust Tax a plus, but not mandatory

232

Asset Management, Fiduciary Tax Associate Resume Examples & Samples

MIS reporting
Tax knowledge required
Demonstrate leadership skills
Bachelor’s degree in Accounting, Business, or related field is preferred

233

Senior Tax Associate Resume Examples & Samples

Bachelor’s Degree in Accounting, Business, or Finance
Masters in Accounting and/or Masters in Taxation highly desirable
4 - 6 years of public and private accounting experience preferred
High level of profiency in Microsoft Excel and other Microsoft Office suite programs
Experience with Hyperion a plus
Able to work flexibly, creatively, and collaboratively
Able to present ideas effectively and gain acceptance and commitment
Self starter, able to work on own initiative
Good organization, planning and project management skills
Customer focus

234

Tax Associate Resume Examples & Samples

2-4 years in public accounting, Big 4/CPA preferred
Experience with preparing and/or reviewing tax provisions
Tax accounting for debt instruments experience preferred (such as agency RMBS, non-agency RMBS (REMICs))
Excellent communication skills and the ability to work in a team environment
Ability to learn in a fast-paced environment
Excellent organizational and analytical skills and attention to detail
Team player with the ability to work independently and function in a support role
Experience with tax and other financial modeling

235

Tax Associate Resume Examples & Samples

Assist in planning work on the engagement to include client acceptance case processing, due diligence, engagement letter preparation and other tasks assigned
Active involvement in the preparation of complex US tax returns and other tax compliance filings for our clients
Perform technical research of taxation issues and assist in the implementation of tax planning strategies
Update the Senior or Manager on a daily basis and escalate issues so they can be addressed
Focus on developing an understanding of our clients’ business and industry while building knowledge on relevant Tax regulations
Bachelors in Accounting, Finance or related field with strong academic credentials (GPA 3.2 or above) required; credits in US tax considered an asset
A minimum of 6 months of recent experience (internships or Co-op) in US tax or accounting is preferred
Commitment to pursuing and achieving relevant accounting qualification; CPA or Enrolled Agent
Sound working knowledge of MS Office required; Excel, Word and Outlook
Sound analytical and problem solving skills with strong attention to detail
Good interpersonal skills, professional manner and ability to work independently and in a culturally diverse team environment
Good organizational and time management skills with the ability to multi-task and meet deadlines

236

Tax Associate Resume Examples & Samples

Execution of compliance projects, including preparation of annual federal/state income tax returns, for multinational companies
Tax provision preparation for quarterly and annual reporting for both SEC registrants and private entities
Participate in special projects in specific technical areas such as tax basis balance sheets, valuation allowance, accounting for uncertain tax positions, indefinitely reinvested earnings assertion, outside basis differences, and share-based payments
Prior accounting/tax experience (or internship) preferred
Proficient in MS Office systems such as Excel, Work, PowerPoint; prefer knowledge in GoSystems Tax

237

Senior Tax Associate Resume Examples & Samples

Prepare Brighthouse Financials federal and state income tax returns including US federal income tax for life and non-life entities, state income and franchise tax for life and non-life entities
Prepare consolidated schedules and sub-consolidations for federal income tax return filings as well as taxable income calculations and separate pro forma returns for life and non-life entities
Minimum 3-5 years of income and indirect tax accounting and compliance experience
Technical experience with consolidated tax return regulations as well as Life/Non-Life group issues
Technical experience with life insurance tax and tax accounting (ASC 740, SSAP 101)

238

Corporate Tax Associate Resume Examples & Samples

Calculate and analyze state apportionment data for the preparation of state and local tax returns
Assist in maintaining tax calendar to effectively track statutory and internal due dates for all tax filings; contribute to the maintenance of the filing system within the department
Coordinate with and provide data to outside tax consultants and legal counsel related to tax compliance matters
Evaluate book to tax differences related to fixed assets; utilize FAS software to compute tax asset depreciation reports
Conduct quarterly and annual REIT audit testing calculations and projections
Assist with the annual calculation and public reporting of tax classification of Company dividends
Assist in the preparation and filing of monthly and quarterly sales and use tax returns as needed
Assist with property tax issues as they relate to real estate or manufactured homes, including research and compliance
Prepare and file personal property tax reports within the various applicable municipalities
Develop and maintain an in-depth knowledge of federal and state tax laws, regulations, and current tax developments
Other duties and special projects as requested

239

Tax Associate Resume Examples & Samples

Help with contract registration
Other work assigned by supervisor
Undergraduate junior student, and accounting or tax background is a plus
Effective communication, interpersonal skills with ability to work with other departments
Hard work, detail oriented and patient

240

Senior Tax Associate Resume Examples & Samples

Assist in the preparation of the consolidated tax return and pro forma corporate tax returns
Perform international compliance including 1118, 5471 and 8858 forms
Assist in gathering information for preparation of foreign income tax returns prepared by outside advisors
Assist in preparing estimated tax payments for foreign entities
Assist with developing audit ready files to support current year returns; provide IRS audit assistance as requested by audit team
Assist in the preparation of the US quarterly and annual income tax provision, including detailed analysis and calculation of Schedule M adjustments
Assist when needed with adherence to department policies regarding managing, updating and ensuring the tax accounting quarterly and annual procedures and compliance with required SOX control objectives
Engage in tax research and documentation as necessary to support filing positions
Promote a risk-aware culture; ensure efficient and effective risk and compliance management practices by adhering to required standards and processes
3-5 years corporate tax experience
Undergraduate degree in Accounting or other financial discipline required
Ability to communicate effectively with tax and non-tax professionals
Detail oriented with strong organizational skills for multi-tasking
OneSource and/or Hyperion experience preferred
CPA or advanced degree a plus
Consolidated return experience is a strong plus

241

Tax Associate Resume Examples & Samples

Ability to complete work with a minimum of supervision under rigid time constraints
Two years college with accounting course work or equivalent
Ability to work in a team setting
Work in a fast paced environment
Code and enter invoices into accounts payable system
Research, analyze and make recommendations for disposition of out of balance accounts especially in relationship to real and personal property taxes
Other projects as assigned by supervisor

242

Tax Associate Resume Examples & Samples

1) Indirect taxes
Ensuring reconciliation of tax balances as per returns with books
Ensuring validity of tax account balances and credits claimed
Advising on service tax / VAT, SEZ and STPI compliance on transactions
Liaison with GST consultants to ensure organizational readiness for GST
Liaison with System consultants to ensure changes (tax codes, changes in masters, etc.) necessary from GST perspective are incorporated in system
Manage indirect tax audits
Monitoring of GST credits and ensuring timely filing of return
Managing the tax account codes in books of accounts and ensuring the balances are accurate and captures all details
2) Direct tax & Transfer Pricing
Liaison with company tax consultants for corporate tax return filing, assessments and opinions on various subjects
Managing process for Transfer Pricing studies and maintaining transfer pricing documentation and liaison with consultants for the same
Liaison with international business partners for ensuring necessary documentation for transfer pricing
Assisting payroll team if any questions comes or need to support tax planning at corporate level
Evaluating the proposed transaction with related party (International & domestic) under provision of Transfer pricing and ensuring the price is at arm’s length
Manage tax audit (3CD) and transfer pricing audit (3CEB) under Income tax Act
3) Overall
Evaluating the notices/order/ and submission etc. related to tax compliance
Review of various contracts with business partners from taxation perspective
Regularly monitoring the Tax Compliance activities, planning, and associated tax risk position
Provide regular updates to local/regional senior management which are important from business perspective
Any other tasks and responsibility as assigned from time to time within business processes
CA with 2 to 3 years post qualification experience in Direct & Indirect taxation
Good working knowledge of Indirect tax provisions
Exposure to both direct taxes (Corporate tax returns, TDS, transfer pricing) as well as indirect taxes (Excise, Service tax, VAT, GST)

243

Domestic Tax Associate Resume Examples & Samples

Tax compliance, including preparation of federal and state corporate income tax returns, extensions, and quarterly estimates in a time sensitive environment
Tax provision, including preparation of separate company financial statements, monthly and quarterly ETR calculations
Tax audit support
2+ years of domestic corporate income tax experience, preferably in a large corporate environment or a sophisticated accounting firm
4 year accounting degree, MS or MBA in Tax preferred
Financial services industry experience preferable, but not required

244

Tax Associate Resume Examples & Samples

Prepare federal and state income tax returns (1040s, 1065s, 1120s, etc.), tax extensions and tax projections in various industries
Assist with tax audits and special projects and perform light research projects
Possess general knowledge of federal, state and local tax laws – corporate, individual, trust, gifts, and partnership taxation
Be able to apply basic accounting principles and tax research to engagements
Software training
Continuing Professional Education (CPE)
Exposure to all facets of the accounting industry
Community service
Wellness programs
Mentor program
Various sports teams & clubs
And many more!

245

Tax Associate Resume Examples & Samples

Assist in the preparation and reporting of the quarterly and annual tax accrual. This includes update and rollover of Corptax system, review of data reported by non-tax personnel, and analysis and support for reported tax balances
Provide analysis and support for Federal and state tax audits. Meet with auditors, prepare responses to information requests, and provide supporting materials under the supervision of senior personnel
Review annual Federal domestic and international, and state tax filings prepared by outside service provider. Prepare state extensions and estimated tax payments
Update components of tax return data prepared by Cabot for use in tax filings, such as Sage Fixed Asset system
Work closely with Tax Manager and other members of the Tax Department on corporate tax projects (both domestic and international)

246

Senior Tax Associate Resume Examples & Samples

JD or CPA (or eligibility to sit for the exam) is preferred
3+ years' State & Local Tax experience in a public accounting firm
Experience in researching and addressing Sales/Use tax matters

247

Senior Tax Associate Resume Examples & Samples

Four-year college degree in accounting or a related field
3+ years of experience with high net worth individuals and families in public accounting, financial planning, law and or trust administration
Proficiency with tax preparation and planning software, internet research tools; and Microsoft Excel, Word and Outlook
Good interpersonal skills and the ability to deal effectively with a wide range of people
Ability to monitor, prioritize and coordinate workflow of the entire tax service team
Proficient in: ProSystem fx, BNA Income Tax Planner, Microsoft PowerPoint, Quicken, QuickBooks, ATB, RIA research, CCH research, Brentmark, BNA research and PPC research
CFP or PFS

248

Senior Tax Associate Resume Examples & Samples

Responsible for preparing and managing various client Form 990 tax returns; including, but not limited to, moderately complex tax engagements, effective communication with clients and in-charges so that clients receive excellent, timely service. This includes day-to-day oversight of tax returns and consulting projects and communicating with clients on a one-on-one basis
Work with in-charges to provide guidance to help clients maintain compliance with tax and compliance issues
Prepare Form 990 Series and other tax returns
Supervise the work of Associate accountants
Assist in-charges in Coordinating projects, budget time and expenses, and monitor actual performance against budgets
Build and maintain a proactive, professional relationship with clients for assigned engagements
Continue professional development efforts through an intentional growth plan, with a special focus on the NPO organizations and corresponding tax issues and trends
Bachelors’ degree in accounting or a related finance degree
3-5 years of related tax experience in public accounting firm
CPA certification is preferred; drive to obtain CPA certification upon hire
Reputation of integrity, even in conflictive situations
Ability to produce high-quality work while meeting deadlines
Strong technical skills, including Microsoft Office
Willingness to travel locally as necessary

249

Sales Tax Associate Resume Examples & Samples

Reviews and processes customer information used in set up of new accounts in SAP
Makes determinations if account information is accurate and detailed enough to support Tech Data in future audits within certain guidelines
Takes independent action to respond to and/or resolve issues relating to resale tax certificates
Interacts with customers in a courteous and professional manner to ensure customers perceive Tech Data's commitment to customer satisfaction
Responds in a timely manner if not immediately to telephone contact with internal and external customers
Communicates with various taxing authorities to verify and research various customer issues regarding tax for Management review
Maintains tax certificate information in the Tax Tracking System (essential for audit support)
Monitors customer orders and accounts on hold
Contacts customers to educate them on problem issues and instructs them on various options to resolve conflicts
Educates and collaborates with Sales team members to reach mutually beneficial solutions if possible
Maintains flexibility in working with State compliance guidelines, which change on a consistent basis
Maintains general working knowledge of current State guidelines for all 50 states to assist in evaluation of customer issues with respect to Tech Data's potential tax liability
Works collaboratively with other internal departments including Credit and Sales to resolve customer problems related to audit issues
Analyzes tax documentation on file for existing customers to expedite correction/update of records to remain in compliance with various state guidelines
Assists Tax Accountant with special projects
Supports Department Management with Audit research and compilation of customer data for presentation to auditors
High School diploma/GED required; Associate degree in business, related field or equivalent preferred
Able to be diplomatic when handling calls/correspondence for Management
Able to build solid, effective working relationships with others
Able to display a preference for interacting with people, being friendly, outgoing, articulate and socially at ease. Able to adjust readily to change and adapt as needed
Able to avoid win/loss situations and ensure productive resolutions of conflict
Able to display assertiveness and a high level of self-confidence
Able to identify areas of risk/concern in area of responsibility
Able to respond to common inquiries from regulatory agencies or members of the business community
Able to stay with a position or plan of action until the desired objective is achieved
Able to think strategically and tactically. Able to input 40 words per minute (wpm)
Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at a basic level
Able to be attentive and foster two-way conversation. Able to maintain a positive attitude in the face of criticism, rejection, or failure
Able to maintain confidentiality of sensitive information. Able to negotiate skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results
Able to use common office equipment. Able to perform basic mathematical calculations
Able to prepare/analyze appropriate reports and other business correspondence
Able to provide courteous, timely service when addressing customer questions and concerns
Able to quickly learn new systems and technology. Knowledge and/or expertise in related area of responsibility
Possesses basic clerical and data entry skills. Possesses strong data entry skills
Possesses strong multi-cultural interpersonal skills
Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level. Handles special assignments as directed by the Tax Department Management Team
Utilizes all necessary internal applications. Performs additional duties as assigned

250

Tax Associate Resume Examples & Samples

Supporting the Operational Tax Manager in maintaining an overview of the operational execution activity to make sure execution happens in accordance with policy standards, and line with all senior and regional stakeholder expectations
Engaging with senior stakeholders to drive consistent execution and deployment of the Operational Tax framework and operating model across the business
Effectively reporting and translating issues to appropriate actions to remediate emerging and present risks

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