Tax Reporting Analyst Resume Samples

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R Wyman

Rosella

Wyman

2040 Miller Garden

Phoenix

+1 (555) 614 7541

2040 Miller Garden

Phoenix

Phone

p +1 (555) 614 7541

Experience Experience

Phoenix, AZ

Tax Reporting Analyst

Phoenix, AZ

Reilly-McCullough

Phoenix, AZ

Tax Reporting Analyst

Assist in the preparation of supporting work papers and the preparation of the Federal and State income tax returns for all domestic entities
Follow the UBS Change Management Framework
Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis
Create VBA automation solutions and macros that are applied to legacy and third party applications
Work on other department related projects and initiatives
Work with vendor to troubleshoot software issues, and act as liaison between vendor and internal users to communicate any software changes during the year
Proper documentation to show eligibility to work in the US

Philadelphia, PA

Indirect Tax Reporting Analyst

Philadelphia, PA

Beier-Schumm

Philadelphia, PA

Indirect Tax Reporting Analyst

Prepare the monthly indirect tax filings for Amazon and related companies including but not limited to Sales Tax, Use Tax, Gross Receipts Tax, WA Business & Occupation Tax, Unclaimed Property, Regulatory Fees and similar taxes
Research and generate use tax accruals and other indirect tax accruals
Provide guidance based on research of transaction tax laws and regulations using RIA, CCH and other resources
Assist with the reconciliation of transaction tax general ledger accounts
Obtain business license and related tax registrations, including renewals
Develop and implement process improvements across the entire State and Local Indirect Tax compliance
Assist in compiling FAS5/ASC450 documentation

present

Boston, MA

Senior Tax Reporting Analyst

Boston, MA

Schmeler Inc

present

Boston, MA

Senior Tax Reporting Analyst

present

Review and provide sign off on tax files, remittance amounts, system changes and processes
Creation and maintenance of workpaper binder
Management of the FIN 48 reserves
Review compliance rules and regulations related to investor mutual fund taxation
Ensure TA system of record has accurate and complete tax information
Lead all investor tax filing with various tax agencies ensuring compliance to regulations
Act to ensure that the administration of our accounts complies with these through in-depth evaluation, impact analysis, recommendations, and presentation of proposals

Education Education

Bachelor’s Degree in Accounting

Florida Atlantic University

Bachelor’s Degree in Accounting

Skills Skills

Strong attention to detail
Highly organized
Working knowledge of The Foreign Account Tax Compliance Act (FATCA), Internal Revenue Code sections 1471 - 1474; Non - Resident Alien (NRA) withholding rules, Internal Revenue Code sections 1441 - 1446; and, Back - Up withholding rules of Internal Revenue Code section 3406
Solid Tax background
Excellent communication skills (written and verbal)
Great interpersonal skills
Able to communicate and coordinate findings with Tax, Legal, and New Accounts Departments
Familiarity with tax Forms W-9, W-8BEN, W-8BEN-E, W-8IMY, W-8ECI and W-8EXP
5+ years of experience in the Financial Services industry with a Broker / Dealer or Public Accounting firm

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10 Tax Reporting Analyst resume templates

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Senior Tax Reporting Analyst Resume Examples & Samples

University degree/college diploma or equivalent industry experience- Mandatory
4-5 years of experience in the mutual fund industry or tax reporting related fields
Thorough understanding of investor level tax including CRA, QC mutual fund taxation rules – Mandatory
Experience or working knowledge of mutual fund operations/service and shareholder record keeping systems (preferably SMS) - Preferred
Knowledge of registered plans regulations and tax reporting – Mandatory
Knowledge of all tax forms both system generated and manually prepared (i.e. estates) - Preferred
IFIC/CSC – Mandatory (job requirement, need to complete within a year of accepting the role if not complete at time of hire)
Solid knowledge of FTIC policies/procedures
Experience in mutual fund operations/customer service and with TA systems
Experience and knowledge of all TA policies/procedures relating to compliance and tax reporting (with respect to investor reporting)
Well organized, self-starter, strong customer focus with ability to build relationships internally and externally
Demonstrated continuous improvement frame of mind

Participant Tax Reporting Analyst Resume Examples & Samples

Execute business and regulatory compliance responsibilities in meeting core functions, including the detailed research, analysis, interpretation, documentation and communication of changing federal and state tax withholding and reporting regulations
Ensure that TIAA-CREF and its subsidiaries perform all necessary tax withholding, withholding remittance and tax reporting functions on all new and existing TIAA-CREF products and services in compliance with regulatory requirements
Participate in corporate and/or divisional projects that focus on complying with new and existing regulatory requirements and specifications, creating productivity enhancements that minimize TIAA-CREF’s exposure to penalties and interest charges, and maximize TIAA-CREF’s reputation as a diligent and prudent payer
Lead and participate in, departmental projects to streamline our functions and increase compliance controls. Design controls for new or existing systems and products, and successfully implement recommendations
Analyze and determine the impact of new products, services, systems, and process enhancements as they relate to tax withholding and reporting. Review, interpret and comment on business, functional and technical requirements for corporate projects. Define business requirements, test objectives, scope, conditions, and cases. Identify and resolve discrepancies. Test the functionality of new systems
Interpret complex business, system, and operational issues
Participate and/or conduct Tax Reporting and Tax Compliance presentations and training

Corporate Actions Tax Reporting Analyst Resume Examples & Samples

General knowledge of corporate actions income and reorganization processing
Basic level of understanding regarding Non-Resident Alien and U.S. withholding tax and its impact to IRS forms reporting
Strong written/oral communication skills
Professional Style - ability to interact with individuals at various level of management
High degree of self-confidence
Strong research/analytical skills
Strong PC skills in Microsoft applications (Excel, Project, Access and PowerPoint)

Tax & Reporting Analyst Resume Examples & Samples

Minimum 3 years of accounting, tax and reporting experience in investment fund industry
University degree in accounting with practical knowledge of fund taxation Ability to prioritize and meet tight deadlines
Ability to complete work assignments with a high degree of accuracy
Strong analytical skills and attention to detail & research skills
Good written and verbal communication skills
Strong working knowledge of Word & Excel and ability to assist, develop spreadsheets ,templates with advanced excel formulas
Knowledge of MPower and Confluence system an asset

Tax Reporting Analyst Resume Examples & Samples

Work as part of the core implementation team responsible for target reporting change from start to finish involving requirements definition, functional specification verification, user acceptance testing and business roll-out/integration
Liaise with various business, IT and project stakeholders on an ongoing basis to understand their needs and priorities as well as to pro-actively manage expectations, buy-in, feedback and resolution of issues
Drive detailed requirements and impact analysis for different work streams within client and tax reporting (e.g. official statements, adhoc reports, online views etc.)
Ensure that the analysis covers all areas specified by US FATCA, OECD CRS – Automatic Exchange of Information
Assess, document and manage business impact of upstream and downstream changes, identifying gaps and also propose potential solutions to overcome the gaps to meet the objectives
Lead the UAT stage in terms of scenario and schedule planning and overseeing test execution
Follow the UBS Change Management Framework
Able to analyze SOPs from various Operations team in case any planned changes impact these. May be required to update the SOPs with the help of concerned RTB expert
Plan and manage the communication and roll-out of the target tax reporting solution to the key stakeholders to ensure seamless integration within the day-to-day operating processes
Document and understand Reporting application functionalities/limitations used by UBS sufficiently in order to support analysis for any projects that may impact tax reporting
More than 4 years of business analysis experience within a private or investment banking set-up focusing on tax reporting particularly for US tax requirements
An internal or external candidate who has a good understanding of capital market products, FX, Structured Products & Derivatives and their related payouts that may impact tax for a WM client
Past experience with implementing a Tax Reporting tool is desirable
Knowledge of key provisions FATCA regulations and upcoming OECD CRS will be plus
Proven track record of driving business analyses efficiently with minimum supervision in a financial institution and ability to derive implications in particular the implications for business requirements definition, IT implementation and business integration
Proven ability to interact effectively with different cross functional partners at the working level
Strong communication skills in the interaction with various internal business partners across different seniority levels
Striving to continuously enhance processes and procedures and a strong drive to bring effective change that is properly integrated into the affected business areas
Good analytical and problem solving skills coupled with creativity and can-do attitude
Experience of working in a multi-cultural environment with ability to remotely coordinate with various spread across different locations and time-zones

Custody Tax Reporting Analyst Resume Examples & Samples

Must have strong overall knowledge of Domestic markets, with emphasis on Equity and Fixed Income Tax and Corporate Actions
Must be proficient in Broadridge BPS, IMPACT, DTCC
Minimum of 3-5 years experience in Securities Tax
Series 99 (or an equivalent license, e.g. Series 7) preferred

Participant Tax Reporting Analyst Resume Examples & Samples

Ensure compliance with current tax year requirements when coordinating the participant tax form mailings and tax agency reporting requirements for the U.S., States, Canada and Puerto Rico
Participate on divisional projects that focus on complying with new and existing regulatory requirements and specifications, creating productivity enhancements that minimize TIAA-CREF’s exposure to penalties and interest charges, and maximize TIAA-CREF’s reputation as a diligent and prudent payer
Interpret complex business, system and operational issues
Maintain and update tax system withholding tables, as well as on-line withholding and reporting forms and reference materials located on both the intranet and internet
Participate and/or conduct Tax Reporting and Compliance presentations and training

Lead Participant Tax Reporting Analyst Resume Examples & Samples

Execute business and regulatory compliance responsibilities in meeting core functions; including the detailed research, analysis, interpretation, documentation and communication of changing federal and state tax withholding and reporting regulations
Ensure that TIAA-CREF and its subsidiaries perform all necessary tax withholding, withholding remittance and tax reporting functions on all new and existing TIAA-CREF products and services and in compliance with regulatory requirements
Analyze and determine the impact of new products, services, systems, and process enhancements as they relate to tax withholding and reporting. Review, interpret and comment on business, functional and technical requirements for corporate projects. Define business requirements, test objectives, scope, conditions, and cases. Identify and resolve discrepancies. Test new systems and functionality
Participate and/or conduct presentations and training
7+ years of tax, accounting, project work, technical training or business analysis experience within the tax, finance, banking, or insurance industry
3+ years of experience leading a team or process is required
Project management experience required
Strong research, analytical, organizational and system testing skills
Effective time management skills, and strong written and verbal communication skills
Presentation and training experience preferred
Flexibility to work additional hours as needed during peak business periods

Tax Reporting Analyst Resume Examples & Samples

5+ years of experience in the Financial Services industry with a Broker / Dealer or Public Accounting firm
Solid Tax background
Working knowledge of The Foreign Account Tax Compliance Act (FATCA), Internal Revenue Code sections 1471 - 1474; Non - Resident Alien (NRA) withholding rules, Internal Revenue Code sections 1441 - 1446; and, Back - Up withholding rules of Internal Revenue Code section 3406
Familiarity with tax Forms W-9, W-8BEN, W-8BEN-E, W-8IMY, W-8ECI and W-8EXP
Able to communicate and coordinate findings with Tax, Legal, and New Accounts Departments

Tax Reporting Analyst Resume Examples & Samples

Will be required to reconcile firm house withholding accounts and assist in the facilitation of daily deposits to the IRS
Work closely with the Corporate Tax Department on interpretations, tax compliance requirements and or changes that need to be implemented in the processing workflows
The employee will also be required to participate in other various State reporting functions

Custody Tax Reporting Analyst Resume Examples & Samples

Must interpret US tax requirements and determine HSBC response
Independent decision making abilities while engaging Line Manager at all times
Escalate where appropriate
Ability to apply Industry practices / mandates into BAU functions
Identify high risk functions ensuring strong controls are in place to mitigate risks
Must ensure all regulatory requirements are understood and met

Participant Tax Reporting Analyst Resume Examples & Samples

Bachelor's degree in Accounting, Finance, Business Administration or related field
5+ years of tax, accounting, project work, technical training or business analysis experience within the tax, finance, banking, or insurance industry
Tax experience should include exposure to individual income and payroll tax, and general accounting principles as they apply to the financial services industry
Strong knowledge of individual tax withholding and multi-state tax regulations
1-3 years of experience leading a team or process is required
Strong research, analytical, customer service, organizational and system testing skills
Project management experience preferred as well as ability to concurrently manage multiple projects
Understanding of general process controls, and knowledge of database and spreadsheet applications and data modeling
Ability to demonstrate an exceptional standard of quality: this involves timeliness, accuracy, attention to detail, organization and self review skills, thoughtful analysis and problem-solving, and accountability for excellent results

Tax Reporting Analyst Resume Examples & Samples

Preparing Tax Reports for International and UK tax year ends, including Capital Gains Tax Reports for UK clients. Maintaining and reconciling on a daily basis the Capital Gains Tax reporting system CGIX
Loading transaction history into CGiX for new accounts and portfolios. Contribute to the effective teamwork by providing information or hands on assistance to colleagues when required
Identify, anticipate or take ownership of routine problems, following them up and resolving them where possible
Convey information to colleagues, client advisors etc where required whether verbally or in report format. Set and work to own targets and deadlines when managerial direction is not readily available without compromising quality
Able to identify risk which occurs in own work, understands the relevant local procedure aimed at controlling risk and consistently work within these controls and weekly / monthly statistical analysis provided to the line manager
CGiX – Capital Gains Tax system & Microsoft Excel and Word

Tax Reporting Analyst Resume Examples & Samples

Performing analysis, requirements definition and change management in support of the (ongoing) regulatory change program
Supporting the production of steering committee governance packs
Designing changes to existing operating models and processes to ensure regulatory change requirements are incorporated whilst ensuring end to end processes are optimised
Developing key stroke procedures and processes for operational readiness
Preparing and submitting Global Reporting for Model 1 and Model 2 IGA's

Tax Reporting Analyst Resume Examples & Samples

Research and analyze fundamental IRS regulations to ensure compliance (I.E. B Notices, C Notices, OCSE, policies and procedures, and account certifications). Consult with team members, business partners, GRC leaders, and TA employees regarding any issues or changes. Thoroughly communicate options and optimal resolution in order to remain in compliance with I.R.C.-related rules and regulations. Some or all communications may need to be reviewed by senior team members or GRC leaders
Ability to identify and evaluate risk
Sees opportunities for continuous improvement

Real Estate Tax & Reporting Analyst Resume Examples & Samples

3+ years of Public Accounting / Tax experience
Experience with Partnership and/or Real Estate Tax Compliance
Great interpersonal skills
US GAAP Financial Reporting / Audit experience
Knowledge of State & Local Taxation

Junior Tax Reporting Analyst Resume Examples & Samples

Business system analyst for the tax reporting system, documenting business requirements and conducting user acceptance testing of system enhancements
Subject matter expert working with Corporate Law, Compliance management, and LID business areas to keep abreast of pertinent tax rule changes and handle complex scenarios
LID’s primary business resource to coordinate with Corporate Tax on yearly tax reporting, quarterly state reporting, and various other tax reporting and withholding activities as it relates to distributions to our policy holders
Develop and maintain a detailed understanding of our products and policy administrative systems, specifically as it relates to the tax reporting and withholding of policy distributions
Address tax reporting and withholding questions and the associated training needs within LID

Tax Reporting Analyst Resume Examples & Samples

Preparation and analysis of quarterly and year-end income tax provision calculations
Assist in accounting for uncertain tax positions in accordance with ASC 740, Accounting for Income Taxes, including related interest calculations and audit settlements
Assist in the accounting related to non-routine transactions (held-for-sale, discontinued operations, carve-out financial statements, restructurings, impairments, acquisitions)
Assist in ensuring quarterly and annual procedures are in compliance with department’s SOX control objectives and company policies
Assist in the preparation of supporting work papers and the preparation of the Federal and State income tax returns for all domestic entities
Preparation of quarterly estimated payments and extensions
Assist in preparation of US information returns for Non-US Corporations
Assist in the analysis and input of tax information into various tax compliance and tax accounting systems used within TE
Provide support for other tax groups, including tax planning and transfer pricing teams, as needed
Degree in Accounting or Finance required; CPA or MST a plus, not required
Public Accounting and/or corporate tax experience with corporate income tax accounting/compliance is preferred but not required
Solid written and oral communication skills
Willingness to submit to a drug screen and successfully pass
Willingness to submit to a background check
Proper documentation to show eligibility to work in the US
Creativity
Integrity and Trust

Senior Tax Reporting Analyst Resume Examples & Samples

Preparation of the consolidated federal quarterly income tax provision for approximately 20 entities
Preparation of the year to date actual monthly provision
Preparation of the return to provision calculation
Management of the FIN 48 reserves
Interface with external auditors to support the provision
Creation and maintenance of workpaper binder
Execution of SOX controls
Bachelor's degree in Accounting
4 years of tax experience which should include public accounting firm experience and/or corporate tax department experience in the financial services industry
Passed the CPA exam with 2+ year’s public accounting experience in the tax department
Experience in working large volumes of data with strong Excel and other database skills
Desire to learn and grow
Experienced with Microsoft Office Products

Indirect Tax Reporting Analyst Resume Examples & Samples

Provide guidance based on research of transaction tax laws and regulations using RIA, CCH and other resources
Assist with the reconciliation of transaction tax general ledger accounts
Accounting experience in Oracle or other financial accounting systems
Able to clearly and concisely interface with all levels of management
CPA or similar designation

Tax Reporting Analyst Resume Examples & Samples

Import a large volume of tax files into compliance software annually – various 1099 forms, 5498, W2G, 1042-S and PR
E-File to the IRS and States 50+ original and corrected files annually
Support 800 Convey software users throughout the year at 10 different AIG locations – include giving access, password resets, training, and troubleshoot software problems
Work with vendor to troubleshoot software issues, and act as liaison between vendor and internal users to communicate any software changes during the year
Work with programmers and internal users throughout the year doing file testing, new program changes, new implementations, or updates to existing tax files. Interact frequently with business areas for review and sign-off
Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis
Communicate to internal users of any legal and compliance changes that may affect the current reporting process, including changes to federal and state withholding rates
Coordinate distribution of IRS 1099 backup withholding notices among affected business units
Prepare periodic state withholding deposits and file periodic withholding returns and annual reconciliations as needed
Prepare federal withholding deposits and federal forms as needed

Tax Reporting Analyst Resume Examples & Samples

Ensures that data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations
Performs the daily balancing of income payment reports and update to the financial activity screens to ensure accurate tax reporting at year end
Reconciles annual tax reporting reports to financial YTD activity screens to ensure that all reportable tax information has been captured and will be reported to shareholders and regulatory agencies appropriately
Interacts with various operations and support groups, and print vendors to coordinate and track the generation of tax forms mailings
Reviews and maintains an understanding of the Internal Revenue Service specifications

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