Tax Lead Resume Samples
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Tax Lead Resume Samples
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EK
E Kuhlman
Estel
Kuhlman
629 Fermin Inlet
Phoenix
AZ
+1 (555) 483 3830
629 Fermin Inlet
Phoenix
AZ
Phone
p
+1 (555) 483 3830
Experience
Experience
San Francisco, CA
Tax Lead
San Francisco, CA
Huel-Bosco
San Francisco, CA
Tax Lead
- Provide assistance on acquisition and other transaction related activities
- Assist with special projects related to tax planning, mergers, acquisitions, joint ventures and specific tax topics
- Provide leadership over implementation of global tax accounting policies
- Coordinate with other members of the tax team in preparation of the tax provision and deferred tax account analysis for Safran USA and its subsidiaries for reporting to Safran Group
- Develop and respond to information requests from internal and external financial auditors and federal tax audits
- Participate in special projects and transactions (including due diligence) addressing the tax considerations and tax compliance for mergers, acquisitions, divestitures and other transactions
- Supervise tax staff on various compliance, research and planning projects as well as training staff through the implementation of developmental programs and/or formalized training programs
Boston, MA
Statutory & Tax Lead Accountant
Boston, MA
Barrows, Runolfsdottir and Schowalter
Boston, MA
Statutory & Tax Lead Accountant
- The Statutory and Tax Lead Accountant is an independent specialists who will prepare and review the stat and tax accounts of a specific area to ensure the validity and legality of their stat and tax records
- The Statutory and Tax Lead Accountant advisory role to recommend possible risk aversion measures and cost savings that could be made
- They will work closely with Business / Country teams supported to ensure effective delivery, to resolve issues and put in place process improvements
- They will also provide back up support to the Team Leader during times of team leader absence
- The Lead Accountant will act as a focal point within the team providing guidance and support to other team members, assisting in the resolution of stat and tax queries and providing cover for the Team Leader in times of absence
- Provide effective support to system transformations in all phases of the project
- To carry out the statutory reporting processes in a timely and accurate manner to ensure timely submission of statutory accounts to Companies House in the UK
present
Philadelphia, PA
Statutory to Tax Lead Accountant
Philadelphia, PA
Shanahan Inc
present
Philadelphia, PA
Statutory to Tax Lead Accountant
present
- Responsible for developing and directing the improvement, alignment, simplification, implementation and standardization of Statutory processes in the region
- Provide management of and leadership for direct staff
- Interact with other leaders to provide consultative support to initiatives through financial and management information analyses
- Continuously provide insight on process improvements, especially reconciliation and preparation of Statutory Financial Statements
- Review, validate and establish the procedures with the local statutory process leaders to ensure proper application of Local and US GAAP
- Work on time reduction on acquisitions integrations
- Improve quality of customer support
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Quinnipiac University
Bachelor’s Degree in Accounting
Skills
Skills
- Experience in managing projects, track deadlines, ability to drive issues to closure will be highly viewed upon
- Working knowledge in FAS 5 concepts
- Strong written and verbal communication skills
- Thorough knowledge and experience in Singapore GST law and practices
- Able to translate technical decisions/ strategies into business terms and implications
- A self starter who can work both independently, and also lead, or act as part of a team
- Experience in other indirect tax laws will be favourably regarded, but is not essential
15 Tax Lead resume templates
Read our complete resume writing guides
1
De-tax Lead Analyst Resume Examples & Samples
- Good Knowledge of FATCA regulations
- 6 - 10 years tax experience preferred
- MS Office proficiency in: Word, Excel, Visio, PowerPoint and Web navigation required
2
International Tax Lead Resume Examples & Samples
- Monitoring international tax developments (ex. legislation, regulations, changes in
- Building and maintaining relationships across functions
- Ensuring work is complete with quality and process efficiency/process improvements
- Strategic business development in growing an international tax group
- 10+ years of experience in International Tax, preferably through a combination of large
- Proven ability to research and communicate technical tax issues clearly to non-tax
3
Singapore Indirect Tax Lead Resume Examples & Samples
- Manage all spectrum of indirect tax compliance (including but not limited to VAT returns and internal reporting packages), as well as provide advisory support for all IBM entities in Singapore
- Manage indirect tax assessments and tax audits, including interface with tax authorities on relevant indirect tax issues
- Track GST legislation changes in Singapore and optimize tax opportunities for the company, and update business units and function units on the applicable regulatory changes that impact them
- Work with Accounting on FAS 5 Reporting
- Ensure the timely and accurate lodgment of indirect tax returns, including VAT returns and/or other information as required by tax authorities for all IBM entities in Singapore
- Ensure all IBM entities in Singapore are compliant with quarterly SOX and other internal control and external compliance requirements
- Provide practical advice to the business, supporting functions and AP/Corporate on financial and tax operational issues, which include, but are not limited to system/ process set-ups, business model flows, local/ cross border transactions
- Responsible to roll out tax positions and provide technical guidance to stakeholders
- Lead and manage indirect tax projects as and when required; and
- Conduct training and education sessions to Tax and other departments, as and when required
- A minimum of 8 years of relevant experience in a tax environment is preferred, including substantial experience with a Big Four firm or reputable MNC. An experienced finance/accounting manager with strong appreciation of controls and compliance posture and working knowledge of GST is welcomed to apply
- Experience in other indirect tax laws will be favourably regarded, but is not essential
- Working knowledge in FAS 5 concepts
- Able to translate technical decisions/ strategies into business terms and implications
- A self starter who can work both independently, and also lead, or act as part of a team
- Experience in managing projects, track deadlines, ability to drive issues to closure will be highly viewed upon
- Must be able to prioritize, multi-task, work well under pressure and take ownership of projects; and
- Bachelor's Degree
4
Corporate Tax Lead Analyst Resume Examples & Samples
- Providing tax accounting support to Citigroup companies located in Europe, Middle East and Africa (EMEA) countries
- Liaising with the foreign branch accountants to regularly monitor the local tax accruals and tax attributes (including tax paid, utilisation of losses, prior year adjustments)
- Understanding conceptual differences between different tax regimes and provide analytical review of tax calculations
- Calculating, verifying and posting monthly current and deferred tax liabilities based on data provided by Finance
- Managing and reconciling tax balances on the ledger & providing effective tax rate analysis
- Reviewing work completed by other team members
- Tax reporting for internal purposes including the annual reporting of local tax numbers for the consolidated US tax return and providing Region / US with details as required e.g. breakdown of Deferred tax asset
- Liaising with the EMEA Financial Control teams & New York tax department as required
- Designing and implementing solutions aimed at optimizing the projects / processes
- Apply both general accounting and tax accounting concepts to day to day work
- Have excellent working knowledge of Excel
- Suggest pragmatic solutions to problems and conclude where appropriate
- Work as part of a team to multiple deadlines
- Work unsupervised on day to day responsibilities
- Manage a number of different issues and be able to manage own time appropriately
- Train more junior staff on both accounting principles and custom tax compliance processes within Citi
- Manage a team in prioritizing new projects with BAU responsibilities
- Quickly understand new technical issues
- Communicate effectively with a wide range of contacts – country / regional / US tax and finance, external advisors
- Knowledge of financial sector accounting and systems would be an advantage
- Able to work independently with minimal supervision
- Analytical skills, inquisitive and willing to ask probing questions in order to derive financial data and understand transactions in order to perform the role
- Accounting or tax qualification required or related business experience
5
Tax Lead Analyst, VP Resume Examples & Samples
- Bachelor's Degree in Finance, Accounting or Economics preferred
- 6+ years of related financial services experience, minimum 3+ yrs tax and/or compliance experience required
- MS Office proficiency in: Word, Excel, and PowerPoint, Visio proficiency a plus
- Knowledge of FATCA & CRS regulations desired
- Strong interpersonal and communication skills to interact with all levels of management
6
Hungary Tax Lead Resume Examples & Samples
- 4 legal entities, 3 foreign VAT registrations
- At least 6 years experience in Senior Tax Consultant or Manager position in one of the Big4 as in-house tax adviser/manager in a MNC
- Hungarian: Fluent
7
International Tax Lead Resume Examples & Samples
- Prepare and/or assist with foreign and domestic tax returns and estimates, ensuring timely payments to all jurisdictions
- Assist with administration of ASC 740 (FAS 109 & FIN 48) tax provision and accounting processes
- Develop, maintain and continually improve data collection processes for preparation of foreign and domestic tax provisions
- Prepare and/or assist with transfer pricing calculations and journal entries
- Support with monitoring of transfer pricing arrangements and ensure proper documentation to meet all compliance requirements
- Support with management of foreign and domestic tax audits, assessments and requests for information
- Assist with managing foreign and domestic transaction taxes, VAT/GST, property taxes, and other non-income tax reporting, and assist with coordinating VAT/GST with external service providers
- Preparation and/or assistance with financial statement disclosures related to income taxes
- Implementation of international tax reporting, tax compliance and tax accounting policies
- Implementation of worldwide tax cycle business controls and procedures
8
Tax Lead Resume Examples & Samples
- Maintain quarterly tax provision models
- Provide leadership over implementation of global tax accounting policies
- Support financial statement audit of tax provision with PwC
- Implement new tax policies, strategies and processes to support tax and other cross functional initiatives
- Operate and maintain SOX controls
9
Asset Management GWM Fiduciary Tax Lead Resume Examples & Samples
- Serve as a member of the JPMorgan-Deloitte vendor management oversight team
- Collaborate with Deloitte Tax on special projects such as technology solutions for better data transmission, OneSource Trust Tax milestones, Service Level Agreement measurements, Agent for Trustee processes, etc
- Collaborate with Deloitte Tax on the interpretation and application of estate and fiduciary federal and state legislative changes to the portfolio of JPMorgan accounts
- Works with Operations to collaborate on tax data transmission handled by their team into OneSource Trust Tax and/or other databases to facilitate quicker and higher quality trust/estate tax information
- Interface with clients as needed on fiduciary tax related matters
- Primary liaison with internal partners in risk, legal, audit, compliance and sworn documents for all fiduciary tax related matters
- Excellent interpersonal, and relationship management skills
- Familiar with JPMorgan legacy technologies including OMNI, OneSource Trust Tax and other data sources
- Responsive, quick to address challenges, knows how to bring a project to completion and a creative problem solver
- Enjoys collaboration and team projects
- Understands and can work in the internal JPMorgan matrix to identify the right specialists
- Motivates team members to jump into challenges and unfamiliar projects
- Respected within JPMorgan and due to that can mobilize teams in other areas of the Bank as needed to achieve goals
10
Indirect Tax Lead, Latam Resume Examples & Samples
- Work closely with the global tax team to ensure integration with various business functions, bring awareness to the business and support new business initiatives
- Support end-to-end product launches and business expansion in the region, including business requirements definition, solution design, testing and post-implementation support
- Actively monitor developments of LatAm indirect policies, work with the internal policy team and external advisors supporting tax policy initiatives
- Analyze current and proposed tax policy changes, evaluate impacts, develop and execute plans accordingly
- Manage local indirect tax audits, including planning for audit readiness, working with direct tax team, international accounting team and outsource service providers to establish audit response procedures
- Work closely with local tax and finance teams and manage compliance outsource service providers, provide oversight for tax compliance across the entire region
- Work with the finance team to implement and improve end-to-end indirect tax process and procedures to mitigate risks
- Provide day-to-day operational guidance and address cross-functional finance and business teams' inquiries
- 10+ years of working experience in related tax or audit field
- Bachelors degree in law, accounting, economics or related field
- Experience with regional Indirect Tax responsibilities for a multinational company
- Experience executing cross-functional projects is the key to the success of this position
- Excellent communication and presentation skills, and the ability to communicate indirect tax matters succinctly to management
- Hands-on, self-motivated and team-player personality
- Good analytical skills, flexible, creative and results oriented
- Enjoys and thrives working with and in a cross-functional team
- Some international travel is required
11
Tax Lead Analyst, VP Resume Examples & Samples
- Work with Operations & Technology, Product Management & Accounts Services Unit (ASU ) to ensure processes and controls are in place for tax documentation, withholding and reporting in accordance with IRS regulations & Corporate Tax guidance
- Oversight of written tax procedures for operational tax compliance as well as assistance to Client Facing Contact (CFC) community to facilitate accurate client tax documentation while maintaining exceptional client experience
- Work with Tax Operations/Product Management/Client Facing Contact (CFC)/Accounts Services Unit (ASU) to advise about critical business and regulatory due dates, and identify and mitigate tax withholding exposure risk
- Work with global account services to establish controls to reduce exposure to tax penalties
- Work with Corporate Tax & Product Management on issues relevant to firm-wide processes including B Notices, C Notices, IRS penalty notice, tax documentation, withholding & information reporting
- Understand and advise Tax operations/ASU teams of best practices to incorporate regulatory changes into day to day operations and systems environment
- Perform oversight functions of offshore utility, including MCA testing, KPI validation, etc
- Establish and maintain strong working relationships with leaders across TTS Operations, Product Management/CFC and Corporate Tax
- Develop tax technical training for Tax Operations staff
- Provide operational guidance to implement tax legislative changes
- Add value by establishing and promoting tax awareness within TTS business, craft and maintain sophisticated tax processes in line with the regulatory guidelines provided from Corporate Tax and Product Management
- Perform data analysis and track metrics using advanced Excel, pivot tables, V-lookups
- Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements, per IRS and Citi policy
- Maintain highest standards of excellence in any initiative undertaken while being a consistent team player who contributes exemplary collaboration and group work
- Prioritize multiple tasks in a fast-paced, dynamic environment
- Work directly or indirectly in a matrix team settings (onshore or globally)
12
Statutory to Tax Lead Accountant Resume Examples & Samples
- Ensure the region is aligned with Global Teams to support organizational transformation in order to meet local and regional needs
- Approve and coordinate process changes for the region enabling system and processes consistency
- Interact with other leaders to provide consultative support to initiatives through financial and management information analyses
- Advise in service proposals
- Ensure Integrity is upheld throughout all processes, policies and practices, by ensuring appropriate communication and training of related activities
- 7+ Years of experience
- High degree of proficiency of Local GAAP and US GAAP knowledge
- Customer Orientation - Ability to build good partnership with all stakeholders in the processes
- Must be willing to travel a minimum of 30% of the time
13
Statutory & Tax Lead Accountant Resume Examples & Samples
- The Statutory and Tax Lead Accountant is an independent specialists who will prepare and review the stat and tax accounts of a specific area to ensure the validity and legality of their stat and tax records
- The Statutory and Tax Lead Accountant advisory role to recommend possible risk aversion measures and cost savings that could be made
- They will work closely with Business / Country teams supported to ensure effective delivery, to resolve issues and put in place process improvements
- They will also provide back up support to the Team Leader during times of team leader absence
- The Lead Accountant will work with the team leader and Business / Country teams to understand the priorities and work to deliver against these as required
- The Lead Accountant will look for opportunities to drive process improvements of a notable nature and work with the relevant people to put these in place
- Carrying out balance sheet reconciliation work for businesses / countries supported - query resolution will be handled independently based upon previous experience
- To work with the Business / Country teams supported to ensure mutual understanding of all accounting entries and follow up on queries
- The Lead Accountant will act as a focal point within the team providing guidance and support to other team members, assisting in the resolution of stat and tax queries and providing cover for the Team Leader in times of absence
- To comply with any other job-related requirements. This may be defined by an attached task list or defined by one’s relevant team lead or process lead or by business contact
- Provide effective support to system transformations in all phases of the project
- Recognised accounting qualification
- 5 to 6 year experience in related Finance area
14
Indirect Tax Lead Resume Examples & Samples
- A minimum of 8 years of relevant experience in a tax environment, including substantial experience with a Big Four firm or reputable MNC
- Appetite for picking up the information technology and solution business
- Thorough knowledge and experience in Singapore GST law and practices
- Experience in other indirect tax laws (e.g. Australia, Europe VAT) will be favorably regarded but is not essential
- Familiarity with FAS 5 concepts would be plus but not essential
- Ability to translate technical decisions/ strategies into practical business terms and implications
- Self starter who can work both independently and also lead, or act as part of a team
- Must be able to prioritize, multi-task, work well under pressure and take ownership of projects
15
Indirect Tax Lead Resume Examples & Samples
- Assist with the identification of indirect tax opportunities within the various regions (EMEA, APAC, and LATAM)
- Lead and coordinate the implementation of VAT and Customs projects in various regions in collaboration with the regional VAT and Corporate Tax responsible
- Manage and coordinate with external service providers on the identification and implementation of indirect tax opportunities and projects
- Control and manage project budget and report budget process
- Participate in the efficient collaboration with the Regional Tax Departments, Finance Departments and Trade Compliance teams
- Assist with management reporting on the implementation of opportunities
- Bachelor's or Master’s Degree
- A successful track record in an indirect tax, VAT or Customs function in industry, ideally within a multinational corporation
- International work experience would be a plus
- Fluent wirtting and spoken English
16
Business Service Center Tax Lead Resume Examples & Samples
- Five or more years of experience in preparation or review of individual tax returns required
- Solid organizational skills especially the ability to meet project deadlines with a focus on details
- Ability to interact effectively with people at all organizational levels of the firm as well as build and maintain strong relationships with client personnel
- Intermediate knowledge of tax technical areas associated with individual tax returns
- Capability to effectively guide a team of professionals and delegating work assignments as needed
17
Ubereats Tax Lead Resume Examples & Samples
- At least 6 years of direct and indirect taxes experience across APAC (with a focus on ASEAN jurisdictions), preferably with a combination of both consulting/law firm and in-house background. Experience in logistic/delivery industry a plus
- Good knowledge of direct and indirect tax advisory, accounting, and compliance in APAC is essential. Experience with accounting/ERP systems is a plus
- Good command of written, verbal, co-ordination and presentation skills. Excellent research skill
- Grittiness. You never hesitate to roll up your sleeves and tackle something hands-on, you persevere when others fall away
- Finger-tippiness with data: you just go get the data you need with no muss/fuss. You know how to leverage data to make decisions without getting stuck in analysis paralysis
- Ability to work in a fast-paced, rapidly changing, and high-growth organization, and to develop and sustain relationships internally and cross-functionally. Deep passion and expertise in financial systems and product management
18
Tax Lead Resume Examples & Samples
- Bachelor's degree in Accounting or Tax with a desire to obtain a CPA certification
- At Least 3 years working in a major public accounting firm or corporation
- Experience preparing Partnership Tax Returns
19
Tax Lead Resume Examples & Samples
- Prepare, review and manage the filings and documentation for all quarterly and annual compliance reporting
- Maintain knowledge and understanding of industry specific issues and their impact on tax compliance
- Participate in development of quarterly and annual cash tax projections
- Supervise tax staff on various compliance, research and planning projects as well as training staff through the implementation of developmental programs and/or formalized training programs
- Participate in special projects and transactions (including due diligence) addressing the tax considerations and tax compliance for mergers, acquisitions, divestitures and other transactions
20
Client Tax Lead Business Analyst Resume Examples & Samples
- Report to the Client Tax Head BA and act as a subject matter expert in all client reference data related to FATCA and AEI regulations that impact the Sales department or Client Onboarding. Understand and communicate importance of ethics and control surrounding Credit Suisse’s regulatory compliance obligations
- Maintain compliance with current firm regulatory policies and processes
- Become the US FATCA and AEI specialist, answering questions from Client Onboarding, Sales, and others. Help implement control reporting and process monitoring as required, including the important “change in circumstances” rule. Manage documentation processing team
- Delivery of KRI’s and metrics for senior management
- Work with the Reference Data department to resolve any static data maintenance issues, and work closely with systems as required (e.g., CMS, CTX)
- Track, prioritize, and communicate tasks/initiatives with management and staff, and communicate any new obligations to Sales or other departments as required
- Establish and lead a team of Tax Business Analysts
21
Tax Lead Analyst Resume Examples & Samples
- Duties include collation of data from various accounting and business systems. Root cause investigation and resolution of sub-systems to GL variances
- Prepare GST/VAT return reconciliations, including monthly/quarterly balance sheet reconciliations before the return is filed
- Prepare prepayment settlement of outstanding VAT/GST liability if necessary
- Prepare internal settlement amounts and communicate it to R2R/B2P team for payment and accounting of submission
- Assist with all indirect tax operational matters and identify any compliance issues. Escalating matters to Indirect Tax Leader for advice and resolution
- Liaise with the Corporate VAT/GST team to ensure compliance with local regulations
- Well proven experience of VAT/GST in large multinational for at least 1 Asia country
- Experienced in VAT/GST processes and compliance
- Good analytical skills & ability to technically discuss with local/regional business controllers, country Stat & Tax leader, local Corporate VAT Leaders and KPMG/auditors where necessary,
- Flexible approach with a strong team spirit
22
Tax Lead Resume Examples & Samples
- Ensure timely and accurate preparation of the consolidated federal tax returns and related filing requirements, calculate extension/estimated payments for Safran USA, its subsidiaries and affiliates by working closely with other members of the tax team
- Coordinate with other members of the tax team in preparation of the tax provision and deferred tax account analysis for Safran USA and its subsidiaries for reporting to Safran Group
- Review reconciliations of various intercompany accounts and transactions necessary for internal control purposes throughout tax provision and compliance process
- Develop and respond to information requests from internal and external financial auditors and federal tax audits
- Communicate and coordinate with the tax team in Paris on various tax topics on a needed basis, including inbound/outbound investment, US income taxes and VAT topics
- Assist with special projects related to tax planning, mergers, acquisitions, joint ventures and specific tax topics
- Able to work within a team environment and mentor team members
- Must have ability to communicate effectively in a complex, detail-oriented environment with both external consultants, and internal Safran USA subsidiaries and affiliates
- Proficiency with tax applications and research tools
- Proficiency with OneSource tax provision and compliance software
23
Statutory & Tax Lead Accountant Resume Examples & Samples
- To carry out the statutory reporting processes in a timely and accurate manner to ensure timely submission of statutory accounts to Companies House in the UK
- Resolution of issues and queries may require reference to the audit of the entities the team is responsible for, working closely with the Business / Country teams supported
- The Statutory Reports regarding the UK registered entities the team is responsible for support to the business(es) and countries assigned to the role by the given deadline
- Enable the Direct Tax Team in the UK to be able to prepare and submit the Corporation Tax Return by given deadline
- Ensure that Taxpacks are filled in properly and sent in time, answering tax queries received from Indirect Tax Teams both from E&Y in India and from Sunbury CSC
- Compiling and reviewing the financial data required for tax pack, statutory accounts by the analysis of trial balances submitted by the different business channels at the end of the Year End Close period
- Prepare and review of a number of draft statutory accounts, lead schedules, director’s brief, audit file, tax packs and quality control check lists (with support from relevant group reporting teams)
- Consolidating the statutory accounts channels into one lead schedule spreadsheet
- Ensure all audit queries are responded to on a timely basis (with support from relevant group reporting teams
- Ensure all tax queries are responded to on a timely basis (with support from relevant group reporting teams)
- Preparation of capital injection SFN’s for insolvent companies, including liaising with other functions
- Ensure timely sign off of milestones in the Statutory Accounts Tracking System (SATS) for companies responsible for
- Support the VAT preparation and submission responsibilities within the team, provide back up for those tasks
- 5 to 6 years experience in related Indirect Tax Accounting and Reporting area
- Self confident appearance in relations to the internal and outside world
- Strong communication and cooperation skills