Tax Reporting Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the tax reporting job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

N Kutch

Narciso

Kutch

9310 Jazmyne Manor

New York

+1 (555) 491 9458

9310 Jazmyne Manor

New York

Phone

p +1 (555) 491 9458

Experience Experience

Boston, MA

Glasgow Tax Reporting

Boston, MA

Christiansen-Kilback

Boston, MA

Glasgow Tax Reporting

Team management ? resource allocation, recruitment, coaching and developing others, promoting excellence and conducting performance reviews
Utilize existing technology platforms including Corptax, TTI, Omega/SAP, and assist with software testing and enhancements
Collecting and providing data to assist in local jurisdiction tax audits
Responsible for staff development including setting goals and career development/progression
Conducting tax research
Deployment of roles from NY tax during the set up phase of the team
Strong control focus while maintaining a high level of client service

Boston, MA

Operational Tax Reporting

Boston, MA

Gutkowski-Kunde

Boston, MA

Operational Tax Reporting

Perform workflow analysis to identify gaps and areas for improvements. Make recommendations to management and assist with implementation
Provide customer service and assistance to Relationship Managers on investigations, systems questions, and general support
Monitor and evaluate the adequacy of existing services provided and related procedures and look to make improvements
Perform a monthly analysis of specialized statements for Relationship Managers
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issued raised by external regulators
Performs tasks according to prescribed procedures while using good judgment and sound decisions to work through exceptions or complex situations
Establish procedures and provide ongoing support of newly formed process to electronically mail various approved documents and reports to clients as part of the Client Correspondence service

present

Philadelphia, PA

Manager, Payroll Tax Reporting

Philadelphia, PA

Rath and Sons

present

Philadelphia, PA

Manager, Payroll Tax Reporting

present

Manage and resolve multi-state tax issues associated with employees working in more than one state during a calendar year
Coach and provide career development advice to staff
Establish employee goals and conduct employee performance reviews
Plan and develop systems and procedures to improve the operating quality and efficiency of the department
Monitor and Audit payrolls associated with expat and executive payroll tax reporting and earnings adjustments, and control and compliance management
Communicate with Senior Manager, Supervisors, and other Managers, Department operations
Assist staff to resolve complex or out of policy operation problems

Education Education

Bachelor’s Degree in Accounting

Duke University

Bachelor’s Degree in Accounting

Skills Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Strong computer skills: proficiency in Excel, Word, Power Point
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Independent and able to manage work proactively with limited day-to-day guidance
Ability to multi-task in a time sensitive environment
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to manage effectively in a team-oriented environment
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations
Looks for ways to improve and promote quality

Create a Resume in Minutes

15 Tax Reporting resume templates

Read our complete resume writing guides

Tax Senior Manager Tax Performance Advisory Tax Reporting & Compliance Resume Examples & Samples

An undergraduate or graduate emphasis in accounting or accounting information systems preferred
CPA, EA or approved alternate certification such as project management professional (PMP)
Demonstrated ability to identify and address client needs, develop client relationships and define resource requirements, project workflow, budgets, billing and collection
Experience within a corporate tax department is also valuable
FAS 109 experience and/or corporate income tax compliance experience preferred
Relevant experience in one or more of the following specialty areas: a) tax software products such as CORPTax, TaxStream, OneSource, Fast-Tax, Longview, Insource, Vertex, Sabrix, etc.; b) tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; c) tax process and operational assessments d) MS Office Suite , Access, Excel, SharePoint; e) RDBMS tools such as Oracle and MS SQL Server

Tax Reporting Team Manager Resume Examples & Samples

Year-end production data review (9 month / 12 month reviews conducted) to ensure quality assurance for BAU income/withholding to complex products (i.e. Stock Loan)
Various Transcript review/analysis against deposits performed
Conduct and/or implement any new IRS and/or State Filings needs
Procedure writing
Creating business requirement documents
Leadership/Supervisory skills
Comprehensive understanding of Microsoft Excel, Access, facilitating macros, etc
Comprehensive knowledge of US tax withholding and reporting regulations (945/1042/FBAR/etc.)

Director, International TAX Reporting Resume Examples & Samples

Provide the background and insight into VIMN and Paramount international transactions including assisting the VMN team in properly recording the transaction on the applicable legal entity(s) and communicating effectively with the Corporate tax group about the potential financial accounting implications
Continued review of processes in order to recommend additional areas of automation and plans to achieve that automation
Coordinate with Viacom’s ICOE in reviewing legal entity accounting for intercompany charges (e.g., Transfer Pricing), as well as understanding and agreeing how revenues and expenses are recorded/allocated to other group companies, as applicable
Assist with legal entity liquidations, build interfaces between financial reporting data/systems to tax reporting systems, as applicable and other special tax projects as requested by Viacom Corporate tax
Work with 3rd party tax preparation service providers to streamline information requests for information and data needed to prepare the annual local country income tax returns
Review required tax installment payments by legal entity and ensure payments are processed per the local due dates. Develop and implement detailed tax reporting calendars to ensure all local country reporting filing requirements are timely. Develop quarterly cash tax forecast model
Be aware of information necessary for local income tax audits of VMN and Paramount companies
Witholding taxes – Obtain an understanding of VIMN Global Business Services (“GBS”) processes for booking of withholding tax expense and the process of collecting withholding tax receipts to support foreign tax credits taken in Viacom’s U.S. Consolidated Income Tax return. Also understand GBS business process for ensuring timely submission of Certificates of Residency requests (“CORs”) as required to ensure minimization of 3rd party local jurisdiction withholding on VIMN receivables
Globally-seasoned tax professional with 5 to 7 years of public/private tax accounting experience
US GAAP and ASC 740 experience a must
Operational and/or consolidation accounting background and review
Experience with legal and tax structure of multinational companies
Fluency in English required
Use of SAP, Tax Accounting & Tax Compliance software, Microsoft Excel and other MS Office applications
Understanding of Sarbanes-Oxley and operational controls is a plus
Understanding of IFRS and local country accounting is a plus
Understanding of income tax compliance processes are a plus
Entertainment/Media or similar industry experience a plus
Must have excellent interpersonal skills; the ability to communicate effectively in writing and verbally. Must be comfortable communicating positive or negative news via email, video conference, telephone and/or in person
Must be process oriented. Problem solver, self-starter and “finisher”, highly organized and deadline conscious
Must be able to handle significant transaction volume and diversity of assignments and projects
Must be a nimble individual; able to handle and manage change and adversity in a proactive way
Accountable personality who takes ownership of tasks/processes that he or she is responsible for
Must have exceptional computer skills and understand and have used accounting systems in the past
Must be able to work remotely, yet remain connected to Corporate-NY team

Manager, Payroll Tax Reporting Resume Examples & Samples

Responsible for all payroll tax related tasks such as tax filings, tax payments, tax table setup and employee tax setup
Responsible for all garnishment activities, including compliance with applicable state, local and federal regulations
Manage and resolve multi-state tax issues associated with employees working in more than one state during a calendar year
Serve as the primary liaison with ADP ensuring accurate and timely filing and maintenance of local, state, and federal payroll tax rates and returns, and state unemployment insurance rates
Work with various BPO’s in support of state unemployment insurance, filing, reporting, maintenance and inquiry
Review, reconcile, and load other earnings adjustments (relocation, stock options, etc)
Coordinate with ADP the creation and delivery of W-2 forms and other related filings for employees
Responsible for maintaining related systems and documentation, while providing needed research on related issues
Respond to questions and special requests from employees and regulatory agencies
Ensure that payments are in compliance with Federal and State payroll laws and Company policies, procedures, rules and regulations
Monitor and Audit payrolls associated with expat and executive payroll tax reporting and earnings adjustments, and control and compliance management
Update & process tax exempt worksheet
Prepare and remit federal, state, and local tax reports in a timely fashion
Prepare and submit monthly Worker’s Comp report to insurance carriers
Plan and develop systems and procedures to improve the operating quality and efficiency of the department
Analyze and document business processes and problems. Develop solutions to enhance efficiencies
Coordinate and implement solutions from process analysis and general department projects
Direct staff in the development, analysis, and preparation of reports
Supervise staff in accordance with company policies and procedures
Conduct interviews, hire new staff, and provide employee orientation
Coach and provide career development advice to staff
Establish employee goals and conduct employee performance reviews
Responsible for staff scheduling to include: work assignments/rotations, employee training, employee vacations, employee breaks, overtime assignment, back-up for absent employees, and shift rotations
Assist staff to resolve complex or out of policy operation problems
Coordinate with Human Resources for appropriate staffing levels
Schedule and conduct department meetings
Responsible to meet department productivity and quality goals
Communicate with Senior Manager, Supervisors, and other Managers, Department operations
Ensure timely and accurate tax reporting
Serve as the primary liason with ADP to ensure accurate and timely filing and maintenance of all tax and applicable regulatory paperwork and filings
Maintain compliance with Federal and State payroll laws and NBCUniversal policies, procedures, rules and regulations
Bachelor's degree in business, finance or related field required
Minimum of 7-10 years experience working in payroll departments within large multi-state companies, including responsibility for and in-depth functional knowledge of payroll/payroll tax processing, internal/external audits, issue resolution, and research of payroll tax and requirements
Minimum of 3-5 years experience working with ADP payroll tax outsourcing solution
Minimum of 3-5 years experience working with SAP and ADP payroll applications, reports and configuration so taxes are calculated, deducted, remitted and reported properly
Minimum 7-10 years of management experience required with demonstrated ability to develop and mentor staff at varying levels
Comprehensive knowledge of payroll principles, practices, and procedures
Master's degree in related field preferred
Demonstrable experience in changing work environments and the effects associated in the payroll area
Effective leadership skills
Thorough understanding of NBCU's Payroll tax policies and procedures for the various wage types that are configured in SAP and ADP and how they map to the tax reporting that is required for Monthly, Quarterly and Annual reporting
In depth understanding of Wage Attachments and Garnishment regulations, ADP's processes and NBCU's Wage Attachment policies and procedures
Thorough understanding of NBCU's policies and procedures for the various wage types that are included in Executive's or Expat's compensation and reimbursements. Also how these map to annual reporting and other corporate reporting requirements

Operational Tax Reporting Resume Examples & Samples

Oversee daily withholding for NRA, Tefra and FATCA
Review daily reports for proper tax reporting and quality assurance review
Review prospectuses for new securities for accuracy of our security master via Wall Street Concepts for tax reporting and withholding
Assist in the assessment of the overall validity of tax documentation, adherence to applicable information reporting and withholding tax (collection and deposit) requirements
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issued raised by external regulators
Participate in reviewing the data for Form 1099 and Form 1042s prior to sending out tax forms to clients
Process Year End Summary reports
Participate and Support in Annual Tax Reviews
Support and analyze projects related to tax reporting for FATCA, Tax Transparency Act, and Cost Basis
Participate in the Annual Products Reviews for tax issues
Support Relationship Managers regarding Tax inquiries
Assist with the coordination, support and fulfillment of all BCP and Workload Fail over requirements for all teams within New York Service Delivery
Assist with the coordination and handling of data maintenance and account updates
Regulatory and Compliance monitoring including supporting maintenance and update of procedures, ensuring proper controls in place
Monitoring and oversight of risk activities loaded into IRENE database for department
Assist management with the launch and support of new service within the Middle Office to handle the electronic (email) delivery of key time sensitive, and mass mailing related documents directly to clients. This includes sending client complaint letters, special client reports, tax reports, special mailings (recent Madoff letters, Bank of America mailing) etc
Assist department with satisfying various ad-hoc, MI, and KRI reporting
Assist management with ad-hoc projects on banking and securities business
Perform user acceptance testing of system enhancements and support various initiatives to improve customer experience
Deal directly with internal clients and business areas either by telephone, electronically, or face to face
Respond promptly to customer inquiries in a professional manner
Ensure you understand the actual issue or inquiry and what is expected and then look to ensure a timely investigation and prompt resolution
Provide quality solutions and services that meet the needs and address the issue
Liaise between Operations and Relationship Managers as well as other business partners in Risk, Compliance, and Legal
Daily monitoring and support of the department in- boxes such as PB MOST, Complaints, SIS/CIS, and Private Equity
Perform complete review, analysis, and investigation of Client Complaints to ensure they are handled timely and fairly and in accordance with policies
Prepare customized response letters in accordance with standards that address the client’s issues. raised affecting their accounts or services provided
Perform daily review and update of securities tax lots. Must understand what aspects of the tax lots history to review in order to carry forward the correct information
Generate various reports for the Front Office including overdrafts, managed call and dda balances, and upcoming maturities
Perform daily reconciliation of Securities transferred free of payment and follow up on any exceptions
Provide operational support and assistance for the AAM and ADM hedge fund investment products
Monitor and review upcoming extra deposit maturities including validation of deposit payment from London and provide front office notification of payment details within established time frames
Establish procedures and provide ongoing support of newly formed process to electronically mail various approved documents and reports to clients as part of the Client Correspondence service
Serve as central point of contact for project related account maintenance
Assist the business with coordination of data changes and account maintenance request across various systems, platforms and sub products. Manage request until completion
Assist management with identifying process improvements and work flow changes to improve customer experience and process efficiencies
Perform quarterly analysis and reporting to comply with Private Bank active client monitoring policies
Provide customer service and assistance to Relationship Managers on investigations, systems questions, and general support
Ensure that Information Security procedures are followed for any end user or exception reporting that is produced
Ensure policies and procedures are current and consistent with various Bank requirements. Minimum of an annual certification required
Ongoing training and development on securities and banking functions including various investment products, check verification, account setup in various systems, officer code maintenance, etc
Ensure proper controls are in place to mitigate risks or exposure to the firm
Monitor and evaluate the adequacy of existing services provided and related procedures and look to make improvements
Perform workflow analysis to identify gaps and areas for improvements. Make recommendations to management and assist with implementation
Perform a monthly analysis of specialized statements for Relationship Managers
Provide assistance with UAT, system testing, and implementation
Responsible for effective implementation of new procedures, systems, process changes, and initiatives impacting our department
Make a sound, accurate and timely decisions within scope of authority. Ensure proper decision making and good judgment are exercised on issues that need to be escalated to management for resolution
Performs tasks according to prescribed procedures while using good judgment and sound decisions to work through exceptions or complex situations
Must be able to perform various audits and analysis of reports, accounts, and activities in portfolio details and transactions in order to find and correct errors
Must use good judgment in communicating issues to management attention and escalating matter(s) when warranted, including having to contact custodians, agents, and 3rd parties at times to facilitate resolution
Strong organizational and analytical skills and must be multi-tasked to be able to work in a fast pace and changing environment
Working knowledge of US tax documentation and withholding requirements including FATCA, Cost Basis
Must understand the nature of all products, including equities, options, fixed income, mutual funds, hedge funds, currency deposits, and structured products. Should be familiar with front and back office processes and procedures and possess excellent customer service skills and working knowledge of trading and settlement cycles. Additionally, should have a good understanding of Operational Policies and Procedures and be able to create procedures, and ensure proper controls are in place to mitigate risks, protect information security, and minimize errors
The individual should have a minimum of 5 years of experience working in Banking or a Financial Services environment, preferably Securities Operations/Middle Office capacity
Must have excellent communication skills, both written and verbal, with good listening skills. Must show politeness and professionalism when dealing with clients and willingness to help. Strong attention to detail. They must be highly organized, self starter, dynamic and demonstrate initiative in enhancing processes. They must be able to work comfortably in a team environment or independently, and have tolerance for high pressure situations. They must also demonstrate strong time management skills and be able effectively multi-task to ensure deadlines and expectations are met. Additionally, language skills (preferably Spanish) are helpful but not required
Must take the concept of information security and client confidentiality very seriously
PC skills a must, especially with using MS Excel
Ability to influence others to achieve set deliverables

Tax Senior National Tax Tax Performance Advisory Tax Reporting & Compliance Indirect Tax Resume Examples & Samples

A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
An undergraduate emphasis in accounting and related work experience in indirect tax process improvement experience or equivalent experience in business or industry; or a graduate degree and approximately 1-2 years of related work experience
Excellent managerial, leadership, organizational, and verbal/written communication skills

Gwim Senior Operations Rep-tax Reporting Rep Resume Examples & Samples

Provides subject knowledge expertise to branch offices on the Merrill Lynch statement through
Statement and Tax knowledge a plus
Organized and Pro-active
Strong analytical and troubleshooting abilities
Ability to make quick and effective decisions

CRS Tax Reporting Project Management Resume Examples & Samples

Develop on-going global governance structure and working groups related to CRS Tax Reporting impacts
Developing overall approach, workplan and related metrics to manage global CRS impacts to JPMC Tax Reporting
Extensive experience in project management, process improvement and communications experience and managerial experience
Strong project management skills and the ability to define strategic direction and work independently while keeping

VP-tax Reporting Resume Examples & Samples

Manage and supervise the company’s tax reporting function
Media/entertainment industry background helpful
Corporate tax department experience strongly preferred, but a candidate with strong accounting firm experience that is focused on the areas covered in section A, above, will be considered

Head Service Line Regulatory Tax Reporting Resume Examples & Samples

Substantial experience in financial service industry
Relevant experience in field of tax operations/processing
Relevant understanding of operational tax regulations
Experience in project management, process management/optimization and operational risk management/control frameworks
Ability to manage multi-cultural teams in complex matrix structures
Fluent in English written and spoken

Advisory Services Senior Financial Services Office Performance Improvement Tax Reporting & Operations Resume Examples & Samples

Foreign Bank Account Reporting (FBAR)
Customer facing tax reporting (1099 reporting, etc.)
A degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
A minimum of 1+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating operations within a Tax Reporting environment
Ability and comfort level researching client inquiries and emerging issues, including regulations and industry practices
Definition of business requirements

Advisory Services Senior Manager Financial Services Office Performance Improvement Tax Reporting & Operations Resume Examples & Samples

Cost Basis Reporting
Tax withholding certificate processes (W8, W9, etc. collection)
A bachelor's degree and approximately 8 years of related work experience; or a master’s degree and approximately 7 years of related work experience
A minimum of 6+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating operations with technology skills
Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
A willingness to travel to meet client needs; travel is estimated at 50-70%
Ability to generate additional revenue through strong client relationships
Program/project management (PMO)
Customer operations and on-boarding (e.g., sub-ledgers, books and records, client reporting)
“Know Your Client” and “Anti-Money Laundering” (KYC/AML) processes and systems
Proven experience managing teams of people

Tax Reporting & Strategy Manager Resume Examples & Samples

Bachelor's degree in a business-related field
Extensive knowledge of general tax principles and legislation, including of the application of ASC 740 (FAS 109), tax compliance standards, provision and/or compliance software, and how these relate to the preparation and/or review of multinational corporation tax provisions and/or tax reports
Extensive knowledge and/or proven success providing management consulting services to multinational clients with large corporate tax functions
Skills or proven record of success with leading and directing efforts that involve project management, change management, process improvement, verbal communication and business writing skills

Senior Tax Reporting & Strategy Associate Resume Examples & Samples

3+ years of related experience
Bachelor's Degree in Accounting, Business Administration, and/or related field
Six Sigma Green Belt, Six Sigma Black Belt, and/or PMP
Solid Tax background (Compliance)
Previous experience with Fas 109 / ASC 740 and Sarbanes Oxley

Gwim Senior Operations Rep-tax Reporting Rep-h Resume Examples & Samples

Interpreting, processing and explaining taxability information provided by Wolters Kluwer, CCH and Corporate Tax
Liaison between internal units/departments in immediate resolution of all problems related to Cost Basis/Cap Change Transactions
Responsible for review and processing of TEFRA withholdings requests and researching tax reporting inquiries received via phone, email and ASAP
Updating and correcting 1099 Consolidated Tax statement

Operations Specialist Tax Reporting / ira Resume Examples & Samples

High School Diploma required; Associates Degree with financial emphasis highly preferred
No directly related previous experience required; 1-2 years of banking or financial experience highly preferred
Computer proficiency including Microsoft Office skills, especially Word, Excel and Outlook. MS Access a plus
Solid and reliable mathematical skills
Solid analytical skills – uses logic and reasoning to identify complex problems; reviews related information and develops options and implements solutions
Detail orientated and good follow through on open items and issues
Ability to research issues within and outside the firm

Tax Senior Manager National Tax Indirect Tax Reporting Resume Examples & Samples

Leading a team of Data experts to develop and maintain advanced analytic solutions to drive insights, innovation, and new revenue opportunities
Develops and maintains roadmaps for data management and business intelligence
Oversees all functional areas as it relates to analytics and reporting
Responsible for execution of end-to-end business intelligence strategy
Responsible for design, monitoring and governance of data and reporting quality management
Establishes data and reporting management vision and guidance
Collaborates with business and technology teams to propose solutions, provide strategic direction and prioritize business intelligence demands
Collaborates with senior leadership and business stakeholders to define information needs, develop business cases and manage service levels
Develops performance metrics and analyzes, evaluates and enforces service delivery against targets
Responsible for selecting, developing and retaining a high-performing team, including performance feedback, coaching and development

Business Analyst Tax Reporting Resume Examples & Samples

Define business requirements for tax reporting projects
Define processes for cleansing activities
Coordinate User Acceptance Testing
Steer education/training of Service Delivery staff

Tax Reporting Platforms for Financial Services Senior Consultant Resume Examples & Samples

Assisting in the implementation of tax reporting solutions
Developing automated tax report services for clients
Developing and managing the interface between systems
Ensuring that the solutions are aligned with Tax updates
Coordinating the review of the accuracy of the reports issued by the system
Ensuring the accuracy of incoming information flow from the client
Testing the system

Accountant Tax Reporting Resume Examples & Samples

Provide ongoing mutual fund tax compliance - prepares tax returns, fiscal year end tax provisions, excise tax provisions, distribution calculations for mutual funds and investment partnerships; develop and monitor fund tax policies; determine and monitor dividend and capital gains tax distribution requirements for complex funds and products
Monitors mutual fund compliance with asset diversification and gross income requirements under the Internal Revenue Code
Provide ongoing oversight on complex mutual funds for tax compliance through establishing and managing relationships with internal business partners
Provide information to portfolio managers for capital gain tax management
Develop and monitor fund tax policies and make changes to process and policies
1-3 years of fund accounting, tax or relevant experience
Ability to learn new software quickly

Executive, Tax Reporting Resume Examples & Samples

Assisting with the oversight and financial control of the Group's related party transfer pricing methodologies and policies
Working with Business Unit Finance teams to implement new and/or changes required to transfer pricing models
Assisting with the monitoring, analytical review and reporting of related party transfer pricing application
Working with Tax Advisory transfer pricing colleagues on business unit reviews to assess and advise on appropriate transfer pricing models
Assisting with the preparation of transfer pricing documentation including functional analysis and application summaries
Involvement in operational excellence projects and development of continual improvement initiatives
A minimum three years' experience
Previous experience in the banking and financial services industry is ideal
An ability to understand complex structures and transactions
An organised approach with ability to coordinate multiple assignments and work independently
The mindset to thrive in a fast paced environment
A flexible approach to process change

Corporate Tax Reporting Resume Examples & Samples

Acting as a key point of contact internally to ensure that all relevant teams are aware of the information and processes that are required for a seamless tax reporting process
Implementation of best practice processes for tax reporting and compliance
Forecasting and modeling
Involvement in the management and oversight of EMEA corporate tax compliance
Management of monthly and quarterly US GAAP reporting processes
Assisting with the additional reporting requirements involved in special transactions and M&A activity across EMEA
Analysing tax risk and the implementation of processes and frameworks in order to manage this risk

Business Analyst Tax Reporting Resume Examples & Samples

Responsible for the business analysis of tax topics such as Mandatory Regulatory Tax Reporting (FATCA, AEI, APAC regulatory tax topics), Client Tax Reporting and Tax Reclaims resulting from the 1WM platform
Understand the technical and operational impact resulting from the new setup from an operational tax perspective
Identify potential operational tax risks and issues which have not yet been addressed and hand-in the necessary requirements in alignment with the stakeholders
Advise the affected functions with regard to the tax technical design of operational tax relevant processes

Project Manager for Tax Reporting Resume Examples & Samples

Managing all aspects of a project management, which includes project planning, execution, timing, quality, cost and early identification of potential issues
Manage the staff of a project team directly, or a team as part of a matrix organization, ensuring efficient use of resources
Identify stakeholders and clients, evaluate their interests and establish effective communication channels with them
Conveys information clearly, accurately and succinctly and adjusts to the audience's needs and requirements

Financial Modeller, Tax Reporting Resume Examples & Samples

Developing and rolling out a high quality, standardised work paper format to be applied as key supporting document for tax calculations and lodgements
Working independently to understand user requirements, recommend solutions and develop / execute implementation plans
Providing excel modelling guidance to team members

Business Analyst Client Tax Reporting Resume Examples & Samples

Analyse and assess business requirements including development of proposals / solutions
Review and sign off of business requirement specifications, support development until introduction and establish training material and documentation
Change request handling as well as review / analysis of defects
Testing know-how of tax related issues
Conducting business analysis & create BI/BC/BR

Senior Accountant Tax Reporting Resume Examples & Samples

Preparation of tax returns, tax provisions, excise provisions, distribution calculations for non-sweep fund, and other ad hoc projects
3-5 year of relevant experience
2-3 years of tax experience

Tax Reporting & Risk Manager, Ftse Resume Examples & Samples

Manage the production of the year-end and interim group consolidated tax charge and tax disclosures with support from the Compliance and Reporting Manager including the preparation of the half yearly briefing packs for the relevant stakeholders in respect of the consolidated tax position
Work closely with Senior Management to provide additional oversight and review of group corporate tax compliance processes, including tax payments, group relief settlements and claims & elections
Responsible for the management of tax risk across the group including developing and managing a tax risk framework and ensuring tax policies are in place where appropriate
Responsible for completing the Senior Accounting Officer disclosures annually and ensuring processes in place to support a clean sign-off annually
Liaising with BUs, tax colleagues and HMRC to ensure the group's approach to Tax Risk is understood and applied consistently around the Group

Tax Reporting Resume Examples & Samples

Supporting the Direct Tax Reporting framework in the ANZ Region, including
Supporting the Direct Tax Compliance process, which incorporates tax return process management, technical review of tax calculations and analysis and delivery for income tax
Supporting process improvement and change management initiatives for ANZ Tax Reporting

Tax Executive, Tax Reporting Resume Examples & Samples

Preparation and review of components of the income tax compliance obligations of the Macquarie Tax Consolidated Group's income tax return including preparation and review of subsidiary members' tax calculations and material adjustments
Preparation of month end provisions and deferred tax computations
Regular contact with both onshore and offshore senior stakeholders; and
Supporting process improvement and change management initiatives for ANZ income tax reporting, including an ongoing focus on operational excellence
Be a qualified Chartered Accountant or qualified / studying Masters of Tax
Be experienced in financial services industry (preferred)
Have a strong financial control mindset
Be a well organised, self starter who can manage a range of competing priorities

Senior Analyst Tax Reporting Resume Examples & Samples

Primary responsibility for the preparation of US and state corporate tax returns and filings
Assist with the preparation of workpapers and documentation to support tax filings
Assist with the review of US and state filings and workpapers
Assist with preparation of consolidated financial tax reporting and disclosures for interim and annual financial statements (SEC and management reporting)
Gather and review data and information using various internal reporting sources and software tools to support tax filings and substantiate audit positions
Develop a thorough working knowledge of the tax compliance software systems
Monitors and analyzes tax regulatory and compliance developments and tax law changes, and documents its impact on the Company
Minimum of 4 years of combined public accounting and/or corporate experience
Knowledge of ASC 740 and other related accounting pronouncements and experience in their application
Experience includes use and leverage of tax tools, applications and relevant financial systems
Strong Excel and Word proficiency required. Should have an understanding of Access
Experience demonstrates ability to identify, analyze and complex tax accounting issues and the related implications on the Company
Ability to embrace change and be flexible to changing business needs
Cross-group Collaboration
Analytic & Reporting
Operational Accounting

Tax Associate, Tax Reporting Resume Examples & Samples

Assisting with preparation of components of the income tax compliance obligations of the Macquarie Tax Consolidated Group's income tax return including preparation of subsidiary members' tax calculations and material adjustments
Assisting with preparation of month end provisions and deferred tax computations
Working with the Tax Advisory team in understanding Business Unit transactions and positions to ensure the correct treatment from a tax accounting and compliance perspective

Tax Reporting Rep-h Resume Examples & Samples

Provides subject knowledge expertise to branch offices on the Merrill Lynch Monthly and Tax Reporting statements through reconciliations, hold-outs, GPA adjustments, and cost basis research
Supports email boxes
Expected to take on any other research and updating needs as call volume increases
Support outbound call campaigns
Liaison with multiple departments for client centric solutions
Participates in ad-hoc projects and specialty needs
Must have experience in customer Service and/or financial industry
Good verbal communication skills - ability to interact with various band levels
Demonstrate a “self-starter” behavior and a willingness to help others
Proven Flexibility/adaptability within a changing environment (multitasking, able to move quickly from task to task dealing with high volumes at a fast pace)
Well developed organizational and analytical skills and decision-making skills to effectively manage risk
Attention to detail, focus on quality, strong organization and time management
Results/goal driven, self-starter with ability to manage tasks with limited supervision while functioning collaboratively as a part of a larger team
Team player, ability to work cooperatively with others and embrace change with a positive approach
Previous call center experience preferred
College degree a plus

BB&T Securities Tax Reporting Resume Examples & Samples

Ensure compliance with Internal Revenue Service (IRS) and state regulations related to brokerage tax reporting and documentation
Review requests for backup withholding tax reversals, and process only erroneous withholding as defined by IRS regulations
Review and work daily, weekly, monthly and annual exception reports to identify system errors created by other operations departments or BETA system failures
Identify major system and processing errors and report same to Supervisor
Research and respond to branch and firm inquiries, and make necessary corrections, if any
Assist with all retail brokerage tax form reporting processes and requirements (e.g. form 1099-B, 1099-DIV, 1099-INT)
Assist with auditing data sent to various states pursuant to state statutes and regulations
Assist with reconciling out-of-balance transactions and positions
Assist with research to identify, process, and report on complex hybrid securities correctly
Assist with keeping all department procedures accurate and up-to-date
Review and validate cost basis exception reports on a daily basis
Log cost basis statements for inbound transfers
Ensure timely delivery of cost basis statements for outbound transfers
Work with and offer assistance to other departments and staff with questions regarding reporting requirements and documentation, and cost basis
Bachelor's degree in Accounting, Business or Finance, or equivalent education and related training
Two years of experience in a concentrated area within brokerage operations or related field in the financial services industry
Exceptional analysis, communication, leadership, delegation and professional skills
Ability to work with others on all levels and operate both independently and as a leader under frequent deadline pressure
Proven problem-solving and decision-making skills
Attention to detail with emphasis on accuracy and quality
Willingness and ability to work extended hours December through March or other time periods as needed

Director Tax Reporting & Compliance Resume Examples & Samples

Lead and direct quarterly and year-end tax accounting and reporting process of the Group with focus on the strategic ETR management of the Group
Evaluate and optimize tax reporting and compliance processes by implementing appropriate tools to manage the tax risks of the Group more effectively
Develop and implement tax control framework and formalize key tax processes of the Group
Initiate and implement strategies, policies and guidelines to ensure efficient execution of tax administration, tax compliance and tax risk management of the Group
Give guidance to local finance management by providing leadership and direction regarding tax relevant cross-border transactions, international tax matters, audits and tax risk management
Drive tax efficient corporate structures inclusive international restructurings, acquisitions and reorganizations
Lead and direct international tax planning projects
Build collaborative relationships with key stakeholders across the Group's finance and business functions. Act in an advisory capacity to the business, responding to all kind of queries and ensuring tax support for business projects
Develop and manage relationships with external consultants and advisors
Excellent knowledge of
Advanced Degree in Tax or Accounting strongly preferred
10 years relevant working experience
Minimum of three years management experience required

Director Tax Reporting & Compliance Resume Examples & Samples

Quarterly and year-end tax reporting processes under IFRS or US GAAP
Internal control procedures for tax processes, tax compliance and tax risk management
International tax, tax planning and M&A-transactions
A strategic business partner with strong technical and analytical skills
A positive and energetic personality with strong interpersonal & communication skills (both verbal and written)
Highly motivated, driven to deliver and succeed
Comfortable working independent and within a team
Ability to manage multiple and varied tasks with enthusiasm and prioritize workload with attention to detail
Strong system experience: SAP or similar
Strong competence MS Office
Business English (written and spoken), second language preferred

Tax Reporting Resume Examples & Samples

Strong technical skills and experience in financial reporting and US GAAP accounting principles for international tax matters
Review all aspects of domestic tax compliance including Federal and State income tax returns, local property tax returns, and sales tax returns
Coordinate international tax strategies with outside Counsel, Tax and Accounting advisors
Provide tax technical direction, advisory services and coordination in developing and implementing international tax strategies
Research and provide technical support and coordinate with Director of International Tax Compliance on US tax reporting for foreign subsidiaries, including review of Form 5471s
Interface with various levels within finance organization including CFO, VP of Tax, Corporate Controller Group, Sales and Property Tax Manager

Team Lead-client Tax Reporting Resume Examples & Samples

5 to 7 years of related tax experience
Solid knowledge of standard desktop applications used by the business unit
Solid knowledge and understanding of the business unit’s key products and services, processes and controls
Solid knowledge of departmental systems and applications such as Broadridge/TFP and Global Plus
Solid knowledge of process and/or project management
Solid understanding of internal business partner’s business, services and organization
Solid knowledge of resource scheduling Skills
Strong coaching, mentoring and training skills
Strong conflict management/ resolution skills
Strong change leadership skills

Socal Tax Reporting & Strategy Manager Resume Examples & Samples

Risk management analysis
Utilizing third-party tax provision software including, but not limited to: OneSource Tax Provision?, Corptax Provision? and Longview Tax?
Utilizing ERP-based solutions, including technical development efforts required for successful ERP solutions--designing, building, testing and deploying the technical components

Tax Reporting & Strategy Manager Resume Examples & Samples

Building, maintaining, and utilizing networks of client relationships and community involvement
Communicating value propositions
Managing resource requirements, project workflow, budgets, billing and collections
Preparing and/or coordinating complex written and verbal materials

Manager Direct Tax Reporting Resume Examples & Samples

Income tax accounting process, including the preparation current and deferred tax reconciliations for material entities in the region and review calculations prepared by the GFS team; and tax reporting within the statutory accounts for the EMEA entities
Income tax returns of the Macquarie EMEA entities, including the direct Tax Compliance process, which incorporates tax return process management, technical review of tax calculations and analysis and delivery for Income tax and withholding
Tax decision support function for the EMEA region
Supporting the implementation of the strategic vision for the EMEA Direct Tax Reporting team in line with the FMG wide guidelines
Indirect oversight over staff members in our Indian tax shared services team
Support process improvement and change management initiatives for EMEA tax reporting, with an ongoing focus on tax technology initiatives
Identify and communicate issues emanating from regional Tax Reporting function
Effectively engage with the shared services function in India
Respond to ad-hoc requests from stakeholders (internal and external)

Executive Direct Tax Reporting Resume Examples & Samples

Support for the sections of the income tax accounting process, including the preparation current and deferred tax reconciliations for material entities in the region and review calculations prepared by the GFS team; and
Support for the Direct Tax Compliance process, which incorporates tax return process management, technical review of tax calculations and analysis and delivery for Income tax and withholding
Support process improvement and change management initiatives for EMEA tax reporting, an ongoing focus on tax technology initiatives
Support revenue authority enquiries and audits
Responsible for identifying and communicating issues emanating from regional Tax Reporting function
Support Business Units on regional Tax Reporting issues
Responsible for responding to ad-hoc requests from stakeholders (internal and external)

Tax Reporting Senior Manager Resume Examples & Samples

Working with a team to produce the quarterly effective tax rate process for EMEA, as well as the year-end tax provision process both for US GAAP group reporting and for UK GAAP/ IFRS standalone and consolidated reporting
System expert in tax calculation package and reporting functionality
Internal and external presentations relating to ETR and other EMEA reporting
Preparation of additional regulatory reporting requirements such as Basel III, Fin 48, Country by Country Reporting and BEPS
Management of the 5471 and s905C reporting process for Tax
Review of monthly reconciliation for current tax provisions and system attestation and escalation point for team
Preparation of quarterly reconciliation for deferred tax provisions and system attestation and escalation point for team
Involvement in tax risk management agenda for EMEA Tax
Strong accounting knowledge with experience of tax accounting and disclosures would be advantageous (UK, IFRS and US GAAP knowledge), particularly in multi-legal entity environment (e.g. experience of consolidations)
Proven track record of managing processes and of continuously reviewing and improving processes is required
Should challenge accepted processes, and suggest alternative solutions
Strong interpersonal, presentation and communication skills
Proficiency with Microsoft Office and firm’s financial systems, i.e., WISE, etc

Tax Reporting & Strategy Senior Associate Resume Examples & Samples

1, Help engagement teams (sometimes the client) to automate and streamline current tax process by utilizing technologies and developing customized Excel tool
2, Work closely with software development team to develop new functions and improve performance
3, Conduct system troubleshoots and communicate bugs new requirements to the development team
Tax Data Management
1, Manage tax data in tax systems including data upload, data update and data cleansing
2, Review tax data in the various of systems to ensure data accuracy for tax compliance purposes
Tax Reporting
1, Utilizing tax data from different sources system to generate different tax reports
2, Assist software development to develop and test tax data visualization tools
Tax Compliance
1, Assist with reviewing tax return, updating TRACK and Gosystems

VP-tax Reporting & Compliance Resume Examples & Samples

Review monthly, quarterly and year-end tax provision under GAAP and IFRS, for separate and consolidated computations to support Group Reporting and Separate Financial statements
Review accounting and compliance implementation of structured transactions, working with Finance and Front Office teams
Manage US tax risk position in compliance with GAAP and IFRS standards
Review federal and state corporate income tax returns
Manage a team of staff with a focus on talent development
Bachelor’s degree in Accounting/Finance
8 + years experience in tax compliance and reporting
8 + years experience with financial services including broker/dealer business, tax analysis of complex transactions/structures
8 + years experience managing a team (directly or indirectly)

Avp-tax Reporting & Compliance Resume Examples & Samples

Prepare monthly, quarterly and year-end tax provision computations
Assist with federal, state and local tax audits
Handle special projects
5+ years experience in tax compliance and reporting
5+ years experience in the financial
Strong systems skills (Excel, general ledger systems)
Experience with 1120-F tax return is a plus

Tax Reporting & Compliance 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
Quarterly Reconcile tax expense, tax payments and tax balance sheet accounts
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
Complete special projects as needed
2+ years of progressive tax accounting and compliance experience in either a corporate tax department or public accounting firm
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
Good interpersonal, analytical and writing skills
An 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
Specific experience with OneSource Tax Provision and OneSource tax return compliance 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 self-directed approach to dealing with complex tax situations
Self-motivated for instituting process improvements and acting as an agent of change
Ability to work as part of team and share and build on ideas
Past experience of working with outside accounting advisors
An ability to work collaboratively with business unit personnel to streamline tax information reporting

Cost Basis & Tax Reporting Specialist Resume Examples & Samples

Provide excellent customer service in a professional and friendly manner by acting as Tier II support via phone calls and emails from branch offices or service center associates regarding Tax Reporting, Cost Basis, and the Gain/Loss & Tax Center application
Process relevant reports (945 Recon, 1042 Recon, Status, and Compliance) as required by Scottrade policy to determine correct cost basis and reporting to satisfy IRS requirements
Process cost basis transfer statements, Cost Basis Reporting Service (CBRS) documents and reports related to account transfers. Work on various reports to determine correct cost basis reporting and satisfy IRS requirements
Report issues regarding cost basis and tax reporting utilizing vendor issue ticketing systems
Assist in processing B-notices, Form 945 annual return of Withheld Federal Income Tax, various reports and/or letters to ensure correct tax reporting and to satisfy IRS requirements, process various tax forms and statements (1099s, 5498’s 2439’s, and 990T’s) and process corrections to various tax forms
Provide support for monthly statements and confirmation process
Process state and federal withholding payments and reconcile 990T reporting
Manage withholding tables (IRS, TEFRA, 1042, and IRA). Process reporting updates for IRA excess contribution
Assist in reconciliation of general ledger accounts for Tax Reporting and Cost Basis. Assist with manual updates within Cost Basis and Tax Reporting Administration systems
Develop and maintain status and compliance reports. Participate in creating an annual tax-reporting calendar depicting various tax cutoffs and file transfer with various vendors
Assist in answering questions and resolving issues regarding CBRS system
Ability to deliver a high level of customer service
Intermediate level knowledge of cost basis and/or IRS reporting regulations. General knowledge of the brokerage industry
Ability to read, comprehend and explain IRS documents
Accurate data entry skills and strong attention to detail
Strong research and problem solving ability with strong organizational skills and ability to multi-task
Intermediate level proficiency with Microsoft Word, Excel, and Outlook
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
Associate’s degree in related field or equivalent combination of education and experience required
2+ years tax reporting and/or cost basis experience required
1+ years brokerage or equivalent industry experience required

Director, Tax Reporting Resume Examples & Samples

Overseeing completion of the federal consolidated Form 1120 including Form 5471, state income and franchise tax returns, state annual reports, US partnership returns, federal and state depreciation spreadsheets, and any amended returns
Completion of consolidated tax provision
Completion of financial statement disclosures
Oversee automation initiatives within the tax department
Manufacturing deduction, R&D credits and accounting methods
BEPS initiatives including CbC reporting, transfer pricing considerations, etc
Liaise with in-house international tax resources
Coordinate efforts with accounting regarding long-term incentive compensation
Ten to fifteen years of corporate tax experience with emphasis on public reporting, tax research and federal compliance
Knowledge of MS Office and have a working knowledge of People Soft and CorpTax
Strong tax compliance, research, automation, communications and organizational skills
Public accounting background, corporate tax, or a mix of both
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations
Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Ensures that important information from management is shared with employees and others as appropriate
Lead others by inspiring and motivating to influce the actions of peers and subordinates
Looks for ways to improve and promote quality
Gives and receives constructive feedback
Ensures that others involved in a project or effort are kept informed about developments and plans
Ensures that regular consistent communication takes place within area of responsibility

Technical Generalist, Client Tax Reporting Resume Examples & Samples

Adept at reading, understanding and applying knowledge gained from researching Internal Revenue Code applicable to 990-T returns in general, as well as information available in related IRS instructions or other publications related to 990-T returns
Building and coordinating vendor relationships including the completion of tax form preparation, while ensuring the timely filing of tax returns, debit to client accounts, and payment of tax liabilities to the IRS by the regulatory deadline
Acquire knowledge of partnerships, their tax reporting responsibility to investors and the impact to clients owning assets in individual retirement accounts

Tax & Reporting Management Accountant Resume Examples & Samples

Qualified accountant (certified or chartered), preferably with a minimum of 2 years PQE working in a financial accounting department of a listed company
Experience of preparing statutory accounts (UK GAAP & IFRS) and corporation tax computations
Knowledge of payroll, flexible benefits arrangements, pensions & auto-enrollment
Knowledge of HMRC’s Senior Accounting Officer requirements
Experience of designing and implementing process improvements & controls in line with industry best practice
Proven team building and team leadership skills
Supervise and manage the activities of the Assistant Accountant & Payroll/HR Officer
Prepare Interim and Full Year statutory disclosures for group reporting purposes
Prepare local statutory accounts for 3 entities (1 trading/2 non-trading)
Prepare Corporation Tax computations and other tax information requests for 3 UK entities and 1 US entity
Update and maintain transfer pricing documentation
Review & submit VAT, EC Sales and Intrastat Returns (UK, France & Germany)
Prepare Management accounting and reporting support as required & in particular for the Software Value Stream and 2 Non-Trading entities
Prepare payroll related reconciliations
Play an active role and supporting continuous improvement initiatives, business change programs and other projects
Manage and develop the team to provide standard best in class services
Support the Finance Team and the Business with any other ad-hoc duties/projects

Senior Analyst Tax Reporting & Forecasting Resume Examples & Samples

Financial Planning and Analysis group (FP&A) and Tax Business Unit leads to gain understanding of current pre-tax business unit trends and transactions
Tax Consolidation and Tax Reporting teams to understand current year tax accounting and compliance positions and incorporate into tax forecast
US and Non US Tax planning teams to understand the potential cash tax and effective tax rate impacts of various tax planning and M&A transactions
Members of Tax and Treasury to understand the Company’s internal and external leverage positions and impact on tax forecast
Transfer Pricing team to understand to determine the tax impact of the Company’s transfer pricing policies as well as other intercompany transactions such as royalties, management fees, and stewardship allocations
Corporate Accounting group and Tax Business Unit leads to understand Company’s restructuring actions and potential impacts on the Company’s financial statements
Tax Policy team to model and comply with the tax impacts of various legislative proposals to the Company such as the Base Erosion and Profit Shifting (“BEPS”) actions and proposed U.S. policy changes
Preparation of presentations to communicate tax forecast to management and department
Preparation of legal entity pre-tax book income forecasts to be used in current year interim reporting tax calculations and multi-year tax forecasts
Continuous improvement and automation of the models in order to enhance their effectiveness and forecasting accuracy
Tax Forecasts, provisions, and tax accounting: 100%
4 year degree in Accounting or Finance required; CPA or MST preferred
Minimum 3 years Big 4 and/or corporate tax experience with corporate income tax accounting/compliance or forecasting experience with exposure to Tax issues and transactions
Proficient with Microsoft Office applications and data analytics experience

Senior Analyst International Tax Reporting Resume Examples & Samples

Working with TE’s Regional Tax Teams and legal entity controllers with the preparation and review of quarterly and annual Non-US income tax provision calculations, return to provision calculations, cash tax analysis and forecasts, and related income tax footnote disclosures
Accounting for uncertain tax positions in accordance with FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes, including related interest calculations and audit settlements
Maintaining the integrity of the OneSource Tax Provision (OTP) subledgers and ensure its integrity in support of the Company’s financial statements including reconciliations and analysis
The tax accounting and reporting related to special projects and non-routine transactions (held-for-sale, discontinued operations, carve-out financial statements, restructurings, impairments, acquisitions)
Preparation of US information returns for Non-US Corporations (IRS Forms 5471 and 5472)
Reporting requirements related to the Foreign Account Tax Compliance Act (“FATCA”) and Foreign Bank Account Report (“FBAR”)
Assist Audit team in preparation for and response to IRS and Non-US taxing authority audit inquiries
Supporting initiatives to analyze and comply with various legislative proposals to the Company such as the Base Erosion and Profit Shifting (“BEPS”) actions and proposed US policy changes
Non-US Tax Accounting & Compliance: 100%
Minimum 3 years Big 4 and/or corporate tax experience with corporate income tax accounting/compliance
Solid teamwork ethic and organizational skills with ability to manage multiple time sensitive projects

Tax Reporting Director Resume Examples & Samples

Tax Accounting under ASC740: To include reconciliation of tax accounts, analyzing permanent and temporary differences, managing the return-to-provision analysis, reviewing applicable income tax payable account analysis and preparing income tax disclosures for financial statements
FIN 48 Analysis: Document all income tax positions and determine which tax positions may be recognized. Prepare applicable financial statement disclosures
Corporation Income Tax Returns: Manage all aspects of corporate income/franchise taxes, including managing vendors that support the tax return preparation process and preparation of supporting schedules and other analyses, as required. Responsible for accurate and timely filing of all returns and payments of taxes, as applicable
Assisting the Global Head of Tax in implementing global tax strategies involving corporate structure, transfer pricing, M&A, and business transactions
Tax Planning and Analysis: Prepare projections of corporate taxable income/loss for tax planning purposes, as applicable. Determine tax impact of various business transactions and help develop global tax strategies. Ensure all planning transactions are implemented appropriately, including reporting, compliance and audit ready documentation
Internal Controls and SOX Compliance: Responsible for ensuring that (i) properly operating internal controls exist and are adhered to in functional areas under this position’s purview and (ii) associated internal control documentation is prepared and/or updated on a timely basis. Internal control documentation includes operating policies and procedures, narratives and flowcharts
Provides supervision and development opportunities for associates by building a team-based work environment
Perform other duties assigned by management
Bachelor’s Degree from an accredited university with a major in Accounting with CPA and MST preferred
10+ years’ of federal and state income tax experience. Big Four experience preferred
Must have demonstrated expertise in ASC 740 and FIN 48
Ability to manage and supervise multiple tasks
Expertise with Excel and Word
Experience with Taxstream and other software a plus
Proficiency in MS Office software required (Access, Excel, and Word)
Ability to work independently in a team environment

Senior Accountant, Tax Reporting Resume Examples & Samples

Review of International Tax Provision Tax Packages prepared by foreign agencies
Preparation of schedules that support the tax portion of the Financial Statement footnotes
Preparation and/ or review of Quarterly APB 28 Effective Tax Rate calculations for international entities
Research regarding recently issued accounting guidance, including analysis to determine potential income tax accounting consequences to our company in particular
Review tax transaction reports to determine impact to worldwide tax provision
Support of research, planning and compliance functions - in particular, maintenance of details supporting various tax attributes
Review of International Entity Information Report which is used for collecting financial data from international agencies and subsequently used for preparation of Form 5471
3 to 5 years of public/ private accounting experience with at least 1 to 2 years of experience with ASC 740/FIN 48 provision preparation; Big 4 experience is preferred
Excellent interpersonal skills; ability to communicate effectively in writing and verbally. Should be comfortable to communicate via telephone and in person with a large number of agency personnel on a regular basis. Should also be an "initiator" when it comes to agency relationships and communication
Should be process oriented, a problem solver, self-starter and finisher that is highly organized. The person hired for the position would be given a list of desired outcomes and a deadline and he or she would be expected to deliver both an organized work plan and then the required deliverables in a timely fashion. The candidate would possess the ability to create the path by which the desired outcomes are achieved
Ability to handle volume; the position requires a standard process to be applied to a large number of entities within a short timeframe each and every quarter. The candidate should be able to identify potential roadblocks in the process before they become insurmountable issues that will affect timely outcomes
Ability to understand instructions as well as delegate effectively to staff
Ability to handle and manage change in a proactive way
Ability to work well in groups via a collaboration method
Professional attitude; takes ownership for tasks/ processes that he or she has been allocated
Must be able to work additional hours during peak times
BA Accounting and/ or MS in Accounting/Tax
Proficient in Microsoft Excel applications such as Pivot tables
Proficient/ familiar in financial reporting software such as Hyperion and SAP
Proficient/familiar with tax technology software One Source Provision (aka TaxStream)

Tax Reporting Senior Manager Resume Examples & Samples

Experience of multi currency group consolidations
Technical tax knowledge is an advantage
ACCA qualification is an advantage
Excellent communication and influencing skills that facilitate effective networking and relationship building at all levels within an organisation
Self motivated and well organised approach to work
Evidence of proactive thinking, identification of solutions and delivery of those solutions to drive better performance

Tax Reporting Operational Support Associate Resume Examples & Samples

Respond to customer inquiries and internal staff regarding the running of operational tasks
Work with WSC staff and customers to ensure the quality and completeness of services and output
Analyze issues and processes in order to troubleshoot potential problems and to develop, and maintain processing efficiencies
Maintain documentation on all operational task

Tax Reporting & Compliance Manager Resume Examples & Samples

Bringing the UK tax compliance responsibilities in house and managing this process
Managing the delivery of tax reporting requirements
Assisting the wider tax team with regard to ad hoc tax project work

Glasgow Tax Reporting Resume Examples & Samples

Responsible for review of data collection analysis and calculations completed by the central team
Ensure all process steps meet required standards and timelines
Execute continuous improvement and efficiency initiatives
Provide support for status reporting and metrics
Support the relationship with the NY Tax Technology team
Qualified ACCA/CIMA/CA accountant PQE +2years
Confident working with colleagues in worldwide business locations
Proficiency with Microsoft Office and financial systems

Glasgow Tax Reporting Resume Examples & Samples

Deployment of roles from NY tax during the set up phase of the team
Recruitment of direct reports to establish function
Process efficiency, quality and control reviews
Review of procedure and policy documentation for new team
Responsible for producing status reports and metrics for key deliverables to the Head of Glasgow Tax and NY Tax
Team management ? resource allocation, recruitment, coaching and developing others, promoting excellence and conducting performance reviews
Responsible for program management, project leadership and quality service standards
Manage the relationship with the NY Tax Technology team
Responsible for the communication with executive and functional leadership
Governance stakeholder for team
Responsible for reporting requirements of team
Key point person for testing and migration to new firm (or tax department) technologies
Responsible for staff development including setting goals and career development/progression
PQE 5+years

Glasgow Tax Reporting Resume Examples & Samples

Collect data and generate reports from source systems
Establish tax return workbooks for all entities
Interacting with third parties (e.g., external service providers, trustees, etc.) to obtain necessary documentation. Preparation of federal and separate state tax returns and tax return work papers for multiple legal entities across different businesses
Collecting and providing data to assist in local jurisdiction tax audits
Ad hoc duties in support of the Tax Manager and U.S. Corporate Tax team
Learn and implement standard processes
Proactively identify and implement process and efficiency improvements
Experience in a corporate finance department

Glasgow Tax Reporting Resume Examples & Samples

Interacting with third parties (e.g., external service providers, trustees, etc.) to obtain necessary documentation
Preparation of federal and separate state tax returns and tax return work papers for multiple legal entities across different businesses
Should be educated to degree level, or equivalent, preferably in finance or accountancy

Director, Corporate Tax Reporting Resume Examples & Samples

Responsible for the consolidated income tax provision, discrete items and tax account maintenance by coordinating with tax teams in other locations
Prepare schedules to support 10Q/10K reporting for tax
Prepare and analyze effective tax rate reconciliations
Improve technology and automation of the provision process
Quarterly FIN48 analysis, calculations and consolidation
Monitor changes in tax law, including analysis of legislative efforts, regulatory pronouncements (IRS, Treasury, state & foreign taxing authorities) and judicial developments, and evaluate the potential impact of such on ascena’s tax provision
Team with Financial Reporting and Accounting to understand the tax impact of accounting regulations or changes in Company policies
Manage federal income tax audits as well as unitary and certain separate state income tax audits as required; including defense of tax technical positions
Oversee federal and state income tax compliance for certain segments of ascena
Maintain SOX controls for income tax working with Internal Audit and outside audit firm
Mentor and develop staff of 3

Senior Manager, Global Tax Reporting Resume Examples & Samples

Coordinate and review the US GAAP global income tax provision
Assist with the review of the local countries quarterly and annual tax information packages used in the preparation of the Company’s US GAAP global income tax provision
Coordinate and review the US and global tax-related balance sheet accounts reflected in the quarterly and annual financial statements, including reconciliations and analysis
Review deferred tax reconciliations
Coordinate and prepare the consolidated tax footnote and other tax disclosures within the Company’s Form 10Q and 10K
Assist with the financial audit by external auditors
Assist with communications on income tax financial reporting to Tax Sr. Management, External Reporting, Corporate Accounting, and Investor Relations as needed
Assist with special income tax accounting projects

Analyst, Global Tax Reporting Resume Examples & Samples

Prepare the US GAAP global income tax provision
Prepare the US and global tax-related balance sheet accounts reflected in the quarterly and annual financial statements, including reconciliations and analysis
Prepare deferred tax reconciliations
Prepare the consolidated tax footnote and other tax disclosures within the Company’s Form 10Q and 10K
Assist with the compliance on the income tax accounting controls in accordance with SOX 404 rules

Corporate Tax Manager of Tax Reporting, VP Resume Examples & Samples

Manage the tax provision process (including OneSource Tax Provision) for accurately preparing/reviewing tax work papers, reconciliations and other documentation for quarterly 10Q and annual 10k reporting
Manage the tax compliance process (including OneSource Income Tax) for accurately preparing/reviewing all income tax compliance, including quarterly estimates, filing extensions and returns
Develop, maintain and coordinate information requests from business units for all aspects of income tax reporting
Review and analyze monthly and quarterly reports including account analyses and reconciliations
Plan and conduct research in connection with the above responsibilities
Ensure the tax department is in compliance with the requirements of Section 404 of Sarbanes Oxley
Identify and implement process improvements for increased operational efficiencies
Coach and mentor tax staff
5–7 years of progressive tax experience with a “Big 4” CPA firm and/or comparable corporation tax experience desired
Master in Taxation preferred
Experience with managing tax processes, reporting and data flow using financial, regulatory, compliance and tax systems
Requires demonstrated knowledge of federal and state income tax laws, GAAP and tax accounting guidelines pursuant to ASC 740
Highly developed interpersonal, project management, organizational, analytical and writing skills required
High energy and self-motivated with a willingness to “roll up his/her sleeves”
Ability to collaboratively work as part of team with all levels of internal and external personnel
Strong attention to detail with ability to organize and prioritize competing priorities to meet deadlines
Ability to work and communicate with tax personnel located at remote offices
Adaptability and flexibility to work flow with flexibility to work additional hours during peak tax deadlines
Proficiency in Microsoft Products (Excel, PowerPoint and Word) with the ability to learn and adapt quickly to new software systems, and tax research tools (BNA Portfolios and RIA Checkpoint)
CPA license preferred
OneSource Tax Provision and OneSource Income Tax preferred
Financial Services industry preferred

Director of Tax Reporting Resume Examples & Samples

Requires CPA license and 12+ years of direct work experience
A detailed understanding of ASC 740, and seasoned experience applying ASC 740 concepts to day-to-day tax compliance related tasks
Requires demonstrated advanced knowledge of financial institutions tax and experience with OneSource Tax Provision and OneSource tax return compliance software
Minimum of 12 years of progressive tax accounting, compliance, merger and acquisitions, and tax audit experience in corporate tax and a demonstrated advanced knowledge of financial institution taxation
Bachelor’s degree in accounting and advanced graduate degree studies in taxation, e.g., JD, LLM or MST
Knowledge and experience with regulatory capital framework, Federal Reserve and Office of the Comptroller of the Currency, SEC and tax laws/regulations applicable to banking
Experience with regulatory tax reporting issues under Basel I and III for deferred tax assets and CCAR \ CapPR reporting
Highly developed management, interpersonal, project management, organizational, team building, analytical and writing skills
Ability to work with all levels of tax, accounting, treasury, legal and project management staff in both group and one-on-one meetings
Experience in driving and implementing change initiatives and projects in a large and complex environment
A self-directed approach to dealing with complex tax situations
Self-motivated for instituting process improvements and acting as an agent of change
Possession of superior communication skills, including ability to construct verbal and written explanations of complex tax concepts and practical application to facts
Ability to work with outside accounting and legal advisors in implementing internally and externally developed return-based tax planning
Ability to work collaboratively with business unit personnel to streamline information gathering process for return preparation and maintain up-to-date understanding of business unit financial reporting processes (e.g., ensuring tax data needs are met in new system implementations)
Ability to supervise and develop multiple staff

Accounting Tax & Reporting Manager Resume Examples & Samples

Ensuring accounting activities, interpretation and application of generally accepted accounting (irish and eni ifrs)
Preparing annual and interim financial statements according to all applicable laws and regulation
Providing regulatory reporting to the Central Bank of Ireland and fiscal return compliance
Sense of responsibility and commitment
Proactive and result oriented approach to work
Strong communication and interpersonal skills and positive attitude

Director of Tax Reporting & Audits Resume Examples & Samples

10+ years tax experience in public accounting or in a highly complex multinational environment required
Expertise in federal and state tax is required
Must possess a detailed technical comprehension of tax law in addition to accounting, business, economic principles, and procedures within a complex multinational legal structure
Extensive knowledge of federal income taxation
Excellent communication (verbal and written) and financial analysis skills required to convey the tax impacts of complex technical issues to nontax stakeholders
The ability to integrate strategic business objectives with overall tax strategies
Project management skills required
Experience with OneSource Tax Provision and OneSource Income Tax software
CPA or CMA required
Must have excellent verbal, written communication, and interpersonal skills in addition to the ability to successfully communicate with all levels of the organization
Masters of Taxation degree preferred

Senior Tax Analyst Global Tax Reporting Resume Examples & Samples

Prepare US GAAP, UK GAAP and certain IFRS income tax provision calculations with respect to stock-based compensation for Amazon and certain non-US subsidiaries of Amazon’s worldwide group
Prepare workpapers to support corporate tax deductions for certain Amazon compensation arrangements, including stock-based compensation
Maintain income tax provision model and supporting schedules
Prepare tax adjustment reconciliations and annual tie-out of deferred tax assets related to stock-based compensation
Prepare analytics that are communicated to external auditors and finance management team
Exposure to challenging tax issues created by Amazon’s worldwide compensation arrangements
Create and maintain process documentation
Tax position modeling and analysis
Application of income tax reporting guidance under US ASC 740 and 718 and IFRS 102 to determine the appropriate tax accounting given different fact patterns; including in M&A transactions
Exposure to the challenging tax issues facing Amazon and their impact on the global tax provision
Opportunities to cross train within and outside of provision team to broaden tax technical skillset
4+years multinational corporate tax experience
ASC 740 income tax accounting knowledge and experience required
Excellent Microsoft Excel skills and experience with or ability to work with relational databases, including Microsoft Access, to analyze large datasets
Interest in learning and expanding your tax knowledge
CPA and MST or equivalent preferred
ASC 718 prior experience
Understanding of global compensation arrangements and their impact to corporate taxes
International reporting and compliance experience a plus
Excellent interpersonal and presentation skills to liaise with cross-functional teams and business partners
Ability to operate in a fast paced, ever changing environment
PowerPoint, and Oracle Financial Applications, including Corptax Provision, Oracle, Hyperion Essbase and Cognos are a plus

Director, Tax Reporting & Controversy Resume Examples & Samples

ASC740/Forecasting - 35%
Research, planning, due diligence, and business support - 35%
Tax return position review - 20%
Position Memos for Audit Defense - 10%

Contracts & Tax Reporting Unit Manager Resume Examples & Samples

A candidate is invited to a second or subsequent interview and
The candidate has signed the Background Check Authorization Form and related releases
Knowledge of Massachusetts rules and regulations related to public purchasing and procurement
Knowledge of Massachusetts State Finance Laws, including rules regarding spending and encumbrance requirements
Knowledge of State and Federal laws related to tax reporting requirements, including but not limited to reporting on tax forms 1099 and 1042
Ability to supervise, including planning and assigning work, according to the nature of the job to be accomplished, the capabilities of subordinates and available resources; controlling work through periodic reviews and/or evaluations; determining subordinates’ training needs, and providing or arranging for such training; motivating subordinates to work effectively; and determining the need for disciplinary action and either recommending or initiating disciplinary action
Ability to manage and execute multiple tasks and responsibilities
Strong problem solving and conflict resolution skills and the ability to identify corrective action
Strong knowledge and experience utilizing MMARS, the Commonwealth Information Warehouse and Microsoft Office (intermediate to advanced Access and Excel is required)
Strong interpersonal skills and the ability to work professionally with persons at all levels; and
Ability to communicate clearly and effectively in oral and written form

Director, Tax Reporting & Compliance Resume Examples & Samples

Perform quarterly and annual consolidated ASC 740 tax provision and related analyses
Deliver in a timely manner accurate calculations related to domestic income tax provisions
Reconcile the ending balance sheet related to domestic income tax
Lead the domestic income tax team for timely compliance of tax returns, estimates, and extensions
Ensure global compliance with SOX 404 internal control requirements
Produce forecast of taxable income
Assist with earnings and profits and worldwide cash tax forecasts
Assist with implementing and monitoring worldwide income tax processes
Lead all U.S. tax filings and assist with managing all local country income tax filings to ensure all global tax filings are made properly and timely
Provide transactional support
Identify significant tax issues and opportunities and recommend timely action along with supporting documentation
Maintain tax software for compliance and provision
Supervise and manage performance of group of tax professionals
Provide disciplined performance management for team. Define and communicate annual goals, perform formal and informal performance reviews, and ensure changes and updates are communicated in a timely and professional manner
Create strong collaborative team environment
Excellent management and leadership skills
Extensive knowledge of U.S. tax laws
Extensive knowledge of ASC 740 and related guidance
Detail oriented, able to multitask and meet deadlines
Experience with online tax research tools such as Bureau of National Affairs Tax Management Portfolio Library and Thomson Reuters Checkpoint
Advanced knowledge of Microsoft Office applications, particularly Excel
Demonstrated success at identifying and synthesizing customer needs into a concise, clear and influential presentation. Can teach others how to do so as well
Ability to work effectively across many internal functional groups to optimize product offerings, create a seamless customer experience and resolve issues
Self-motivated; able to work both independently to complete tasks and respond to department requests and works well with others to utilize their resources and knowledge to identify high quality solutions
Ability to identify strong talent and build individual and management capability
Excellent planning skills; ability to effectively manage priorities for self and team to meet requirements and deadlines in a dynamic and fast paced environment
Excellent leadership skills; ability to drive and motivate team to achieve results; ability to influence and inspire action
Ability to identify key contacts for follow up; excellent ability to communicate project status updates to team and cross-functionally to ensure understanding
Excellent strategic and problem solving skills to effectively influence decision making in key negotiations
Bachelor of Science in Accounting with MST or LLM in Taxation required
Eight years combined tax experience in large public accounting environment and corporate environment, with an emphasis on federal, foreign and state income tax issues required
Knowledge of and experience with applying rules of ASC 740 and related guidance on accounting for income taxes required
Experience preparing U.S. corporate tax returns, including the use of commercial software

Gwim Senior Operations Analyst Tax Reporting Services Resume Examples & Samples

Act as ‘go to person’ operationally for any External Audit requests
Manage any client enquiries regarding reporting
Prepare requirements & test scripts for new development
Residual support for the closed International platforms
Participate and lead project meetings
Overtime is required & sometimes mandatory during Tax Season
Manage the GWIM relationship with the 3rd party Tax Reporting Vendor
Must have Excel experience (formulas, pivots, v-looks ups)
Detail oriented and must be self-motivated and able to handle multiple tasks
Excellent organizational and time management skills
Must accommodate mandatory overtime during tax season (January –May)
Tax reporting experience an advantage but not a requirement
Knowledge of 871M & 350 regulations is an advantage but not a requirement

Head of Tax Reporting & Compliance Resume Examples & Samples

Minimum 10-12 years of tax reporting and compliance experience in the life insurance industry or in a tax practice of a major accounting firm working with life insurance companies; CPA required
Experience dealing with federal, state and local tax regulators
Ability to effectively manage and develop a supporting team of tax professionals while at the same time capable of and willing to roll up sleeves alongside the team to produce results
Technical expertise and experience in life insurance tax and tax accounting (ASC 740, SSAP 101)
Technical expertise and experience in consolidated tax return regulations as well as Life/Non-Life group issues
Strong communication skills, both oral and written, in order to engage with executive management effectively
Strong accounting and analytical skills
Ability to manage issues and projects across Tax and business partners
Ability to clearly communicate complex financial and process-related information to management
Ability to manage multiple complex tasks towards completion at the same time
Business-owner orientation; appreciation for the challenges and opportunities of a start-up environment
Seeks ways to maximize cost-effectiveness both in terms of functional responsibilities as well as day-to-day activities
Seasoned manager with track record of growing talent, developing strong teams, and elevating the function internally
Bachelor’s Degree, ideally in in Accounting or Finance, required; Masters in Tax/Accounting highly desirable

Director, Global Tax Reporting Resume Examples & Samples

Manage and maintain the Tax Reporting group’s SharePoint document management and workflow sites
Support the maintenance of other tax technology software applications, such as ONESOURCE Tax Provision
Monitor tax developments globally by participating in quarterly webcasts conducted by external accounting firms
Assist in analyzing the potential impact to S&P Global of proposed legislative changes
Support the effort to continually improve all Tax Reporting processes by monitoring and assessing current procedures
Special / Ad hoc projects
Will have the opportunity to support tax planning and tax compliance teams/projects on an as needed basis
Experience with a "Big Four" accounting firm preferred
At least 5+ years of professional tax experience in accounting for income taxes under U.S. GAAP
Experience with U.S. Federal and State income taxes
Knowledge of external reporting for income taxes in SEC forms 10-Q and 10-K
Familiarity with Thomson Reuters ONESOURCE Tax Provision software
Ability to work in a fast-paced organization
Proficient in the use of Microsoft Office, specifically Excel
BA/BS in Accounting and/or Master’s degree in Taxation
Strong analytical, verbal and written communication, project management and organizational skills required

Senior Advisor, Tax Reporting & Provision Resume Examples & Samples

Responsible for preparation and review of the US consolidated income tax provision and all required disclosures under IFRS and review results and sensitivities with Tax management
Responsible for the preparation and review of US income tax provision and all required disclosures under IFRS for “carve out” financials
Understand worldwide US tax impact and explain key metrics, such as effective tax rates, for management
Responsible for preparation and review consolidated tax forecasts for Group Financial Outlook. Review results and sensitivities with Tax management
Analysis of tax account reconciliations for deferred and current taxes
Assist/support business units in income tax provisioning
Assist in accounting research and supporting Senior Manager on tax provision implications of: tax planning strategies, transactional activities, audits, transfer pricing, compliance, etc
Assist in analysis of new accounting pronouncements, proposed and/or enacted, in the Tax Accounting area and advise on the US tax impact to the Company
Assist with the managing the tax aspects of US financial audit by external auditors and SOX audit
Assist tax planners with tax accounting analysis in support of Compliance Information Notes or other tax planning memorandums and activities
Suggest and implement improvements to tax provision processes and procedures
Generate tax planning ideas based on analysis of accruals and tax returns
Support oversight of US control environment to ensure US controls are operating as intended
Team Lead Responsibilities: Continually promote professional development of team members. This includes but is not limited to (i) continual on-the-job coaching tips with respect to both tax law matters and work processes, (ii) identification of suitable training opportunities and (iii) interaction with team members on formulation of their nearer-term and longer-term professional development
Bachelors in Accounting and MS Taxation or MS Accounting
Active CPA license required
7+ Years overall experience in US Tax with 4+ years focused on Income Tax Accounting and Reporting under IFRS or US GAAP with emphasis on tax accounting issues working for a large accounting firm (Big 4 preferred) or a large, multi-national publicly traded company or a combination thereof
Accounting for Income Taxes (IAS 12 or ASC 740)
Accounting for Contingencies and Risk Provisions (IAS 37, FIN 48, and FAS 5)
US Tax Concepts and Principles pertaining to Oil and Gas companies
Consolidations of US multinational income tax provisions
Experience in consolidating multi-jurisdictional income tax provisions in OneSource income tax provision or similar provision software
Experience with OneSource compliance software

Senior Advisor, Tax Reporting & Provision Resume Examples & Samples

Role demands high energy, attention to detail and sound judgement
Role requires strong influencing and negotiation skills as much of the input is supplied by teams reporting outside the individual’s responsibility chain
Self-motivated with ability to work in a fast paced environment
Strong organizational and project management skills
Strong interpersonal skills with the ability to work in a team-oriented environment
Experience with SAP, FBW or similar system

Tax Reporting Payroll Manager Resume Examples & Samples

Manage assigned Payroll Tax Unit staff responsible for employee taxation for North America
Provides the department and senior management with timely and accurate information regarding the performance of the assigned area(s)
Prepare annual tax statements for US and Canadian employees
Ensure proper tax compliance for employees by monitoring PeopleSoft Tax setup
Research and respond promptly to inquiries from tax authorities
Test periodic tax updates from Vendor to ensure compliance with state and local regulations
Research taxation issues and work with other Citi HR Shared Service units to resolve
Maintain up-to-date policies and procedures
Assist with Internal/External Employer tax audit
Assesses reasonableness of data and identifies discrepancies
Monitors and balances payroll interface files
Participate in project work as needed
Provides training and assistance to direct reports
4 year degree required or equivalent. HS/GED required
Advanced experience with spreadsheet and database applications
Demonstrates advanced ability to research and analyze business requirements and components of complex problems to produce logical solutions

VP-tax Reporting & Compliance Resume Examples & Samples

6+ years experience in tax compliance and reporting, in a reviewer capacity a plus
Proficiency with TaxStream and Corptax software a plus
Experience with financial services including broker/dealer business, tax analysis of complex transactions/structures
Experience managing a team (directly or indirectly)

Corporate Tax-head of Tax Reporting Resume Examples & Samples

For each country, the Tax Manager will co-ordinate, review, monitor or plan for each of the following
Reorganisations and tax planning (both within a jurisdiction and multi-jurisdictional)
Earnings distributions or retention
Introduction of new products, in conjunction with the Tax Product Specialists
Tax balance sheet accounts including deferred tax assets, FIN 48 and FAS 5 reserves, etc
Tax attribute utilisation
Tax audits, tax litigation, etc
Transfer pricing
Acquisitions and dispositions (support M&A Tax Team)
Local tax law changes and implications (and inform senior management appropriately)
Tax Transparency
Financial sector experience
Strong corporate and operational tax skills
ASC 740 tax accounting
Apply commercial judgment as well as technical proficiency
Accountancy or legally qualified; Additional tax qualification would be advantageous
Experienced tax specialist either with a US tax background or with significant knowledge and experience working in a US group
Worked in a multi-jurisdictional environment and gained knowledge of one or more tax systems
Experience of group restructurings, taxable and tax-free reorganizations, tax attribute planning, etc
A financial services background is desirable but not essential

Tax Reporting & Strategy Director Resume Examples & Samples

Tax Accounting Performance Improvement
Tax Strategy & Operations
Tax Data Management & Analytics
Tax ERP Services Team members get exposure to a variety of areas including tax department operational performance improvement, SharePoint and document management, tax technology strategy, tax data management and analytics, tax accounting and vendor implementation, and strategy related to people and organizational structure
Utilizing ERP-based solutions, including technical development efforts required for successful ERP solutions

Tax Manager, International Tax Reporting Resume Examples & Samples

Ability to analyze tax returns and cash tax reconsiliations
Experience truing up financials to local tax returns using a baance sheet approach
Experience tracking and documenting withholding tax receipts
Ability to analyze local country books and records for tax sensitive activity and accounts
Experience analyzing and reconciling income tax payable/receivable balances
Excellent verbal communication skills, both oral and written
Competent in Microsoft Office products with emphasis on Excel and Word
Degree from accredited university/college
BA/BS/Bachelor's Degree or experience in lieu thereof
Experience with quarterly and annual non-U.S. tax provisions under U.S. GAAP principles
Experience liasing with finance/accounting personnel from diverse countries in order to accumulate the data necessary for tax reporting
Experience resolving income tax issues with local country finance/accounting personnel
Experience resolving income tax issues with local country tax vendors
Ability to handle deferred tax issues between local and consolidated accounts
Ability to research withholding tax issues based on tax treaties, tax guides, and professional advice
Ability to manage inputs from multiple sources and teams to meet deadlines
Experience truing up local financials to local tax returns under U.S. GAAP principles
PeopleSoft and Hyperion experience
U.S. CPA or UK ACA/ACCA and/or ADIT/CTA

Tax Analyst, Tax Reporting Resume Examples & Samples

A minimum one (1) year of Corporate or Public Accounting experience
Computer proficiency, specifically with Microsoft Excel
General understanding of the Internal Revenue Code
Experience with the preparation of U.S. business income tax returns
A minimum of two (2) years of professional experience
Ability to interpret the company's books and records and transactional accounting
Ability to apply tax rules to the company's U.S. GAAP financials
Experience with full tax life cycle (cash tax calculations, tax provision, return to provision, etc.)
Working knowledge of balance sheet-focused analysis of deferred tax items
Computer proficiency with corporate financials (HFM, PeopleSoft)
Ability to research, understand, and document tax technical positions utilizing available research software (RIA, BNA, CCH)

Operations Specialist Tax Reporting / ira Resume Examples & Samples

Associate Degree or equivalent plus financial industry experience
5+ year’s supervisory and financial industry experience. Strong technical skills using Excel, Access, etc
Series 7 is required for this position. The ability to obtain Series 66 (or 63/65) within one year of hire is also a requirement
Bachelor’s Degree, strong financial, accounting, and/or mathematical background
6-10 years’ experience in the billing area of Advisory Operations. Demonstrated technical skills, ability to manage large groups, and manage projects
Series 7 & 66 (or 63/65), 24

Assoc Manager International Tax Reporting Resume Examples & Samples

Prepare complex calculations on earnings & profits, taxable income and foreign tax credits of Colgate-Palmolive Company’s foreign branches and subsidiaries based on the financial information, foreign tax returns and questionnaires gathered from overseas
Review the international tax compliance group’s work and consolidate calculations, including the review and consolidation of calculations of earnings & profits, taxable income and foreign tax credits for the tax return, quarterly forecasts and IRS audits and documenting variances
Supervise the completion of all necessary compliance functions for the international tax which includes tax system processing, tax returns and statements filed with Colgate-Palmolive Company’s tax returns including Form 1120, 1118, 5471, 8858, 8865, 5713, 1042 etc
Monitor foreign transactions to determine sourcing of income, Subpart F income implications, deductibility and allocation of expenses, and foreign tax credit availability and utilization
Participate in the process of audits conducted by U.S. and foreign tax authorities, particularly in providing accurate and complete information requested by the representative of the tax authorities auditing the Company’s tax return and the tax returns of its foreign branches and subsidiaries
Participate with Senior Tax Managers in special tax planning, tax saving projects, and process improvement initiatives
Assist in the monitoring and calculation of the Company’s U.S. tax provision relating to International Operations
Coordinate with Accounts Payable, Treasury, and Human Resources on US withholding tax matters
Bachelor’s degree in Accounting (Master’s preferred)
4 years of experience in International Tax Compliance
Expert proficiency in Excel and other Microsoft programs
Knowledge of OneSource’s International Tax programs preferred
Excellent knowledge of Accounting and U.S. tax provisions affecting international operations, including Subpart F, foreign tax credits, foreign exchange transactions, hyperinflation, and allocation of expenses to identified sources of income
Demonstrated resourcefulness and creativity to arrive at tax solutions
Attention to detail, organization, and meticulousness with numbers
Ability to build and maintain global and departmental relationships
5-10% travel required

Director, Tax Reporting Resume Examples & Samples

(30%) Provision– Oversee the preparation and review of the annual and quarterly tax provision consistent with the requirements of ASC 740; manage preparation of the consolidated tax provision
(25%) Compliance– Direct preparation and review of income tax returns
(20%) Advisory Services– Help leaders throughout the organization understand relevant tax issues to assist them in making the best decision for the Company
(15%) Planning and Research
(10%) Tax Department Leadership
(30%) Provision
BA in Accounting required. Masters of Accounting or MBA, concentration in Tax, preferred
Certified Public Accountant (CPA) preferred
Proficiency in tax research (CCH, BNA) and tax preparation (CorpTax preferred) tools
Confident and persuasive when working with senior management, strong executive presence
Ability to effectively supervise staff of all levels of experience and performance, directly and indirectly
Strong computer skills: proficiency in Excel, Word, Power Point
Detail-oriented and well-organized
Ability to manage, interpret, and report on complicated and voluminous data
Independent and able to manage work proactively with limited day-to-day guidance
Ability to manage effectively in a team-oriented environment
Positive, “Whatever it takes” attitude

Investments Department as a Statutory & Tax Reporting Unit Manager Resume Examples & Samples

Lead and supervise the statutory & tax reporting team in its month and quarter-end close responsibilities, including investment reporting, account analysis, and staff training/development
Review and analyze various reports - both established and ad hoc - for internal and external customers. This includes, for example, review of schedule D, tax schedules, asset valuation reserve, interest maintenance reserve, and other schedules and footnotes supporting the statutory financial statements and statutory combined audited reports
Manage offshore resources and relationship ensuring timely completion of deliverables
Manage customer expectations, facilitate communication of team status and drive the closure of open questions/issues
Coordinate and lead aspects of team projects, assignments and goals, including being a cross-functional team, continual process improvement, strengthening of controls, peer analysis and team education sessions
Provide thought leadership on new accounting pronouncements along with Investment Research, identify reporting impacts and collaborate with Investment Finance teams to ensure data for reporting is accurate and will be reported appropriately in WINGS (Statutory reporting tool)
Assist with analysis of new products or strategies that may impact our financial reports
8-12 years of professional accounting and reporting experience, preferably with a strong knowledge of investments and NAIC Statutory Accounting Principles and Annual Statement instructions
6 years of supervisory experience in coordinating team processes is required; experience leading process improvements a plus
Intermediate to advanced skills in Microsoft Excel, Access, Outlook, Word, WINGS, SAP or other general ledger applications and database querying tools
Accounting/Finance Degree Required
CFA/MBA a plus
Accounting and reporting technical knowledge of specific investments related concepts and statutory accounting a plus
Organizational, problem solving, detail oriented, oral and written communication
Flexibility to adapt to changing work priorities and assignments. Ability to work under pressure and meet deadlines
Ability to multi-task, prioritize workloads/demands and work across various departments
Shows initiative, self-motivated, professional demeanor, and desire to learn

Manager of Tax Reporting & Compliance Resume Examples & Samples

Prepare domestic income tax provision, consolidation of worldwide provision calculations, reconciliation of tax accounts, return to provision true ups, and review of all tax related journal entries
Assist in the preparation and review of all financial statement disclosures/footnotes for SEC interim and annual filings
Assist in the analysis and documentation of FIN 48 positions
Monitor tax basis balance sheets for each of the Company’s domestic legal entities, overseeing the update and verification of all domestic deferred tax balances
Partner and collaborate with Corporate FP&A to gather information which will be used to forecast the annual effective tax rate
Manage the US income tax compliance process. This includes the preparation of federal and state tax returns, administering tax software and timely electronically filing tax returns
Assist in drafting responses to IDRs related to Federal and state audits
Preparation of applicable documentation to support Sarbanes Oxley 404 tax controls and liaise with Internal Audit as required for SOX testing
Assist with research projects, tax planning and corporate initiatives as necessary
8-12 years of tax experience in Big 4 firm or large corporate tax department of multinational company
BS in Accounting or Finance required
CPA and/or MST preferred
In-depth knowledge of ASC 740
CorpTax Provision software experience required
Fluent in Oracle, HFM, Microsoft Word, PowerPoint and Excel
Strong analytical, organization, and interpersonal skills

Tax Reporting Project Specialist Resume Examples & Samples

And, a proven track record of having worked in a similar role in the Tax field in Commerce, with a Big 4 Accounting firm or a Law firm is required. Relevant experience is required
Experience of tax reporting, and use of reporting systems in meeting tax reporting obligations
Ability to undertake presentations to Senior Management
Exposure to project management, development and roll out of financial reporting systems and processes would be a significant advantage, but is not a pre requisite
Recognised professional accounting qualification (CA, CPA, ACA, ACMA or local equivalent accounting qualification) is essential
Post-Graduation course in Tax, Tax Compliance or Tax Administration is desirable

Supervisor, Tax Reporting Resume Examples & Samples

Administer tax reporting programs necessary to accomplish the organization’s employment tax reporting objectives
Provide tactical direction for the development and implementation of employment tax reporting best practices, procedures, and technical requirements to be compliant with federal, state and local agency regulations as well as provide opportunity for streamlined workflows
Collect and provide workflow metrics for the Tax Reporting team and communicate to Executive Director, Employment Tax Solutions. - Ensure department is SOX compliant through appropriate workflows and documented desktop procedures
Align tax reporting practices and reporting software functionality as TriNet acquires PEO entities
Review and approve payroll tax returns and deposits for and prepare / review of quarterly payroll tax filings
Manage I/T projects related to employment tax reporting
Ensure Tax team members process agency payments and reports timely, tax rates are properly executed, and information requests are processed and responded to in accordance with taxing authority regulations
Maintain and facilitate updates to Disaster Recovery plan for Tax Reporting
Oversee and facilitate updates to department workflow Calendar
Maintain and Manage Master Tax functions related to employment tax reporting (e.g. facilitate updates to the program, train users and work with Tax specialists to balance tax accounts monthly, quarterly, and annually.)
Network with Master Tax and users to optimize efficiency and effectiveness and to evaluate industry “best Practices”
Oversee the daily workflow of the Tax Reporting Department. Fill in or assign accordingly for staff absences as needed
Work with accounting staff toward accurate GL reporting for employment and unemployment tax accounts (FITW, FICA, SITW, SUTA, FUTA, etc.)
Minimum of 3+ years’ experience in payroll and payroll tax reporting for federal, state, and local tax authorities in a large, complex multi-state environment preferred. Experience working with State agency representatives required
Familiarity in procedures related to mergers and acquisitions in a multi-state PEO environment
Adaptability - Able to deal with frequent change, delays, or unexpected events
Well rounded in communicating with all levels of the organization, clients, third party vendors and agencies. Experienced with Microsoft Excel, Word, PeopleSoft, and Master Tax highly desirable
Excellent problem solving and organizational skills
Ability to maintain good working relationship with other departments
Professional business demeanor
Some travel required (5-25%)
Overtime as required (0-25 hours per month)
Work in clean, pleasant, and comfortable office setting
Noise level in the environment is usually moderate

Senior Specialist, Tax Reporting Resume Examples & Samples

Ensure the timely and accurate remittance/reconciliation of taxes, filing of tax returns and W-2's, resulting in no penalty charges
Consistently ensure compliance with payroll tax regulations, that assigned accounts are up to date including rates and account numbers and that tax information is properly recorded in the GL
Track refunds, file amendments, test system updates in MasterTax/Peoplesoft and ensure they are properly functioning and in compliance with tax regulations
Submit and follow up on executed client level UI registrations/Power of Attorney documents filed with various states
Recommend procedures and standards which adhere to local, state, federal rules & regulations and to facilitate automation as the company grows
Identify and solve root causes of discrepancies in daily, weekly, semi-weekly, semi-monthly, annual tax payments, and recommend process improvements when warranted
Communicate orally & in written form with internal staff, clients, and employees and government agencies in regards to complex tax and multi-state tax issues
Model and reinforce ethical behavior in self and others, adhere to organizational policies and guidelines; support compliance initiatives; maintain confidences; admit mistakes; conduct business with honesty; show consistency in words and actions; follow through on commitments
Minimum of 3 plus years experience in payroll and payroll tax reporting for federal, state, and local tax authorities in a large, complex multi state environment preferred
Bookkeeping & GL experience helpful
Experienced with Microsoft Excel, Word, PeopleSoft, and Master Tax highly desirable
Ability to multitask, detailed oriented & completes tasks on time
Ability to handle confidential employee and client matters
Ability to work effectively and accurately under time limitations
Good communication skills, both written and oral
Balances Team and individual responsibilities
Demonstrates accuracy and thoroughness
Ability to apply mathematical operations to validity of data and accuracy of entry
Understand PEO/EES business as it applies to state/federal regulations and be able to handle both simultaneously
Commit to long hours of work when necessary (usually quarterly)

Client Tax Reporting Specialist Resume Examples & Samples

Monthly reconciliation and review of Canadian tax and NRA Withholding
Remitance to Canadian & Quebec govt. of withholding taxes in accordance with defined pay dates
Monthly reconciliation of client tax records on tax database to processing system
Yearend tax process to finalize tax records, produce and mail T5's, T5008, T3's, T5013, R3, R18, R15, NR4's, NR4's for Trust, T4 RSP, T4 RIF, R2 RSP, R2 RIF, T550, T3G, 1042S, 1042 and Canadian version of Tax Reports to clients
Support new cost basis requirements including research and reporting
Respond to client requests in standard and non-standard situations
Provides services on a medium to high complexity level
A University/College Graduate
A minimum of 7-10 years of tax reporting experience within the Financial industry, specialized Canadian Tax knowledge with exposure to US Tax, including FATCA and AEI Reporting knowledge
RRSP & RIF experience
Excellent communication and interpersonal skills in English (French would be an asset)
Candidates should be highly motivated, dedicated, energetic, flexible, proactive and a strong collaborator
Excellent organizational, prioritizing and multi-tasking skills
Proven ability to work independently

Specialist, Tax Reporting Resume Examples & Samples

Consistently ensure compliance with client unemployment accounts by monitoring new client accounts, requesting appropriate documentation, and ensuring executed documents are filed with regulatory agencies in a timely manner
Work reporting team emails, EFT verifications, North Star Cases, and daily upload feed into MasterTax as assigned and within the department policy timeline guidelines
Assist in maintaining up-to-date required regulatory forms for all client report states and make available for field customer service representatives as new clients on board and existing ones expand out to new work states
Communicate payroll tax issues orally & in written form with internal staff and clients
Model and reinforce ethical behavior in self and others by adhering to organizational policies and guidelines; support compliance initiatives; maintain confidences; admit mistakes; conduct business with honesty; show consistency in words and actions; follow through on commitments
Process and pay multi-state and local tax deposits on a timely and accurate basis
Analyze data at quarter/year end for accuracy
Run payroll tax reports and verify information reported is accurate for governmental agencies including all levels of Federal, state & local taxing jurisdictions
Perform audits and make adjustments if necessary on state, local and federal taxes
Coordinate printing/electronic filing of returns on behalf of clients, following up with correspondence or communication received from clients or governmental agencies
Assist tax team with additional duties during peak tax season time, in addition to carrying out regular daily duties
Provide coverage for others in the department during absences to ensure proper back-ups are in place
Must be detail oriented and highly organized
Ability to learn through on the job training, taking initiative to learn quickly
Ability to prioritize and perform multiple tasks in a timely and efficient manner
Ability to maintain high level of confidentiality
Good problem solving and organizational skills
Ability to work well under pressure and maintain flexibility
Ability to work in a fast-paced, team environment and under pressure of deadlines
Ability to maintain effectiveness and professionalism when experiencing change in work
Proficient with Microsoft Suite specifically Microsoft Excel and Word
Sitting for long periods of time is necessary

Tax Reporting & Compliance Associate Resume Examples & Samples

3+ years of State and Local Compliance work experience
Knowledge of ASC 740 (FAS109) and related pronouncements (FIN 48, etc.)
Knowledge of a variety of State and Local Tax laws and Income Tax Accounting
Working knowledge of CorpTax and TaxStream
Master's Degree in Taxation
CPA or similar certification
Federal Compliance and Tax Reporting experience
Previous experience in a Public Accounting setting

Senior Analyst Tax Reporting Specialist Resume Examples & Samples

Strong understanding of IRS 1042-S reporting and 1099 reporting
Proficient in Microsoft Office Suite( Access, Excel, Word, Powerpoint & Adobe )
Client centric professional style
Strong written and oral communications skills

Tax Reporting & Withholding VP Resume Examples & Samples

Manage the YE Tax Reporting process including: ensuring accurate procedures and controls are followed in preparation of data, ensuring timely distribution of 1099/1042-S reports to clients, ensuring accurate and timely preparation of Form 945 and 1042
Manage the daily deposit and reconciliation processes
Remediate anomalies in tax operational processes and develop control improvements
Oversee outsourced processes to ensure SLAs are met and services are delivered as expected
In collaboration with the Change Management team, embed new processes as strategic architecture and new regulations become effective
Manage the Tax Reporting Team, their performance, and career building
Be dynamic and contribute to firm initiatives as required
Bachelors Degree or equivalent
10+ years experience of IRS Tax Reporting, Withholding, and Deposits including an understanding of tax technical requirements, industry practices, and industry initiatives
10+ years in the Financial Services Industry
10+ years experience with Microsoft Excel, Powerpoint, Word, & Visio
Experience in major change initiatives preferred
Organized, superior attention to detail, ability to prioritize and deliver on a number of on-going projects
Strong analytical problem solving ability
Ability to develop relationships with internal clients to understand and address their needs
People Management Experience Required
Experience in reviewing/ improving processes required
Experience with Broadridge BPS, TMS, 1099 Pro, and CTI Suite Product,
In depth knowledge of Chapter 3/61, 305c, 871m, and FATCA

Manager, Global Tax Reporting Resume Examples & Samples

Collaborate with the domestic federal and state compliance groups to ensure the accurate calculation of all elements of the domestic tax provision
Support Non US controllers in the use of tax software to complete tax provision calculations
Work with the tax planning group in support of tax planning initiatives as needed
Provide user training and maintain user and administrative documentation for all software used in the tax provision process
Administer the ONESOURCE Tax Provision application, including the ONESOURCE Global Access Module
Maintain the Company’s tax reserve inventory under ASC 740-10 (formerly FIN 48) in ONESOURCE Uncertain Tax Positions software
Provide general tax reporting support
Assist with the annual return to provision calculation and posting of adjustments
Participate in the preparation and presentation of quarterly training for Non US controllers
Prepare journal entry templates for all entries recorded by corporate tax
Provide general ledger data as needed from Oracle via TM1 and Microsoft Access
Maintain the document management and workflow management systems for the tax reporting group in Microsoft SharePoint
Each reporting period, provide documentation for key calculations and other requested support to external auditors as directed
Serve as the primary liaison between tax reporting and corporate IT
BA/BS degree in accounting, finance, computer science, or related field
5+ years of professional experience (accounting or technology related field)
Proficient in the use of Microsoft Office Suite, with advanced Excel skills
Experience with ONESOURCE Tax Provision is highly preferred
Experience with Oracle and/or TM1 preferred

Fmg-manager Indirect Tax Reporting Resume Examples & Samples

Working as part of the EMEA tax reporting team to support the Macquarie oil business
Managing the Indirect Tax Compliance process for physical oil transactions across EMEA, which incorporates tax return process management, technical review of tax calculations, analysis and delivery
Liaising with businesses and Tax Advisory team to understand transactions, including VAT implications of new trades
Understanding and implementing external advice where required on trades (including vessel chartering)
Working to ensuring any VAT registrations or Customs/tax warehouses, and other reliefs are set up and maintained
Responsible for the indirect tax accounting process, including the review of tax reconciliations for the oil businesses operating in the region
Support process improvement and change management initiatives
Responsible for responding to ad-hoc requests from the business on indirect tax compliance matters

100

Senior Tax Analyst, Tax Reporting Resume Examples & Samples

Prepare quarterly and year-end tax reporting for global income taxes pursuant to ASC 740
Coordinate with Federal, SALT, and International teams in relation to tax provision matters including gathering data and enter/review data in the tax provision software
Prepare quarterly and annually FIN48 movement and reflect that in the quarterly and annual provision calculation
Prepare tax related SEC reporting disclosures
Monitor internal controls over income tax reporting processes (Sarbanes Oxley compliance) and provide necessary document to both internal and external auditors to support Tax Department’s SOX procedures
Prepare monthly, quarterly, and year-end account reconciliation, account proof and account rollforwards
Coordinate with tax directors/managers in Federal, SALT, and International on various tax accounting matters
Prepare return to provision true up, deferred proof, and payable proof including preparing detail journal entries to reflect these true ups in the general ledger
Prepare tax provisions for statutory financial statements or special reports for certain subsidiaries of the top parent company
Assisting various other tax projects as needed

101

Specialist Tax Reporting Operations Resume Examples & Samples

Intermediate computer skills including Outlook, Excel and Word
Ability to work under pressure in a fast-paced, ever-changing environment while maintaining the highest level of positivity and professionalism
Good decision making and sound judgment skills are a must
Requires accurate data entry skills
Have outstanding time management and organization skills
2 years’ experience in Operations preferred
BA or BS preferred
Note* Based on background and experience, this role can be filled at a GL 54 (Associate) or GL 55 (Specialist)

102

Senior Specialist Client Tax Reporting Resume Examples & Samples

This role requires strict adherence to the established policies and procedures
Good decision making and sound judgment skills
Identify and communicate issues effectively and timely to peers and management team
Ability to multi-task, understand the importance of follow-through
Min of 5 years’ experience in Operations
Previous management/leadership experience
License 9/10 preferred

103

Tax Reporting Senior Manager Resume Examples & Samples

Prepare quarterly and annual federal and state components of US GAAP and non-GAAP income tax provisions
Manage consolidation of non-US components into worldwide quarterly and annual US income tax provisions
Prepare quarterly and annual SEC disclosures
Manage federal and state calculations included in the quarterly and annual US income tax provisions
Manage consolidation income tax accounts, including account analysis and reconciliation
Manage overall compliance with SOX controls
Partner with the Federal and International Tax functions to fulfill these responsibilities
Maintain knowledge of current tax accounting rules, SEC reporting pronouncements and federal and state income tax law and ensure proper application as part of the company's tax accounting reporting and compliance processes
Manage India Tax Team reporting to you, including providing technical instruction, oversight, and guidance
Drive special projects such as implementation of the tax planning, provision & compliance processes, analysis of income tax consequences of transactions, acquisitions, and divestitures, and projects relating to other business initiatives
Collaborate across the business and with Keysight global tax team
BA/BS degree in accounting, CPA designation and/or Masters in Tax
A minimum of 7-10 years tax experience in Big 4 accounting firm with a proven track record of increasing levels of responsibility and/or equivalent experience in tax department of a large multi-national corporation
Strong understanding of and experience with ASC740 (FAS109), FIN48, and accounting principles
Demonstrated leadership, management, interpersonal skills required
Must be able to effectively communicate both verbally and in writing with all levels of personnel, and across internal and external departments, functions, and organizations

104

Tax Analyst Global Tax Reporting Resume Examples & Samples

Prepare and maintain calculations and supporting schedules for Amazon’s worldwide group
Model and analyze multiple tax position scenarios
Prepare worldwide tax account reconciliations and rollforward analysis
Prepare analytics for external auditors and senior finance management teams
Participate in streamlining and improving computation and reporting processes
Liaise with cross-functional teams and business partners to obtain appropriate information
Apply income tax reporting guidance (ASC 740) to different fact patterns in order to determine the appropriate U.S. GAAP accounting
ASC 740 income tax accounting knowledge and experience preferred
Big 4 and/or technology industry experience preferred
Excellent interpersonal and presentation skills
Team player with a strong curiosity and desire to learn
Flexibility to operate in a fast paced and dynamic environment
Strong organizational skills, including the ability to multitask and prioritize deadlines
Strong data and analytical skills
Strong proficiency in MS Excel

105

Avp-tax Reporting & Compliance Resume Examples & Samples

Prepare federal, state & local income tax provisions on a monthly, quarterly and annual basis
Prepare effective tax rates for entities and consolidation
Reconcile current and deferred income tax payables
Validate deferred tax assets in accordance with ASC 740 and IFRS standards
Assist with analyzing Fin 48 and valuation allowance positions
Assist in the improvement of tax accounting and compliance processes and reporting systems and related internal controls
Prepare/review federal and state income/franchise tax returns and extensions/quarterly estimate tax payments
Assist in research and analysis of various federal, state & local tax issues

106

Senior Manager Direct Tax Reporting Resume Examples & Samples

Management of a core team within Amazon’s income tax provision group
Review components of Amazon’s quarterly and annual worldwide tax provision
Assist in the preparation and review of the monthly tax provision journal entries
Prepare and review tax provision analytics and communicate results to tax management, finance partners, and external auditors
Partner with team members to operationalize complex ASC 740 technical concepts into the global tax provision process and determine process improvements where necessary
Drive tax technical development program for Amazon’s income tax provision team
10+ years multinational corporate tax experience
BA/BS in accounting or equivalent
Knowledge of federal income taxation of domestic and international transactions
Multistate and Foreign tax experience
Excellent interpersonal and presentation skills to liaise with cross-functional teams and with external auditors

107

Assistant VP of Tax Reporting & Compliance Resume Examples & Samples

4+ years of Income Tax Provision experience
Previous experience with GAAP / IFRS Accounting
Working knowledge of Corptax and TaxStream
Microsoft Office/Suite proficient (Word, Excel and PowerPoint)
Solid analytical, mathematical, and research skills
Able to multitask efficiently and effectively
Federal, State and Local Compliance work experience
Previous experience with U.S Income Tax of a Foreign Corporation

108

Tax Reporting Head Resume Examples & Samples

CPA, MST or LLM is a plus
15 years of accounting or tax experience, preferably related to taxation of securities and investment entities
Leadership experience within a business environment
Ability to interact with credibility and impact at senior levels internally and with our counterparties
Extensive experience in the securities and fund services industry

109

Senior Team Leader, Tax Reporting Resume Examples & Samples

Lead the Client Reporting - U.S. Tax Reporting team through the year around Tax process (Tax Season - preparation, execution and post Tax Season work). Ensure clients receive accurate and timely Tax Forms
Ensure all client withholding both fed & state are remitted timely. Ensure all IRS and state filings are completed accurately and by designated deadlines
Ensure all Tax and Cost Basis regulatory changes are identified, correctly interpreted and implemented timely in order to ensure accurate reporting
Plan and coordinate all testing, production and print with I.S. area and vendor
Work in collaboration with the Tax hotline in an effort to manage service contacts and communication around Tax Reporting changes

Download Tax Reporting Resume Sample as Image file

Related Job Titles

Tax Reporting Analyst Resume Sample

Tax Information Reporting Resume Sample

Client Reporting Resume Sample

Manager, Tax Reporting Resume Sample

Market Risk Reporting Resume Sample

External Reporting Resume Sample

Developer Reporting Resume Sample

Reporting Intern Resume Sample

Director, Reporting Resume Sample

Treasury Reporting Resume Sample

Consolidation & Reporting Resume Sample

Investor Reporting Resume Sample

Browse More

Tax Reporting Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Tax Reporting resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Tax Senior Manager Tax Performance Advisory Tax Reporting & Compliance Resume Examples & Samples

Tax Reporting Team Manager Resume Examples & Samples

Director, International TAX Reporting Resume Examples & Samples

Manager, Payroll Tax Reporting Resume Examples & Samples

Operational Tax Reporting Resume Examples & Samples

Tax Senior National Tax Tax Performance Advisory Tax Reporting & Compliance Indirect Tax Resume Examples & Samples

Gwim Senior Operations Rep-tax Reporting Rep Resume Examples & Samples

CRS Tax Reporting Project Management Resume Examples & Samples

VP-tax Reporting Resume Examples & Samples

Head Service Line Regulatory Tax Reporting Resume Examples & Samples

Advisory Services Senior Financial Services Office Performance Improvement Tax Reporting & Operations Resume Examples & Samples

Advisory Services Senior Manager Financial Services Office Performance Improvement Tax Reporting & Operations Resume Examples & Samples

Tax Reporting & Strategy Manager Resume Examples & Samples

Senior Tax Reporting & Strategy Associate Resume Examples & Samples

Gwim Senior Operations Rep-tax Reporting Rep-h Resume Examples & Samples

Operations Specialist Tax Reporting / ira Resume Examples & Samples

Tax Senior Manager National Tax Indirect Tax Reporting Resume Examples & Samples

Business Analyst Tax Reporting Resume Examples & Samples

Tax Reporting Platforms for Financial Services Senior Consultant Resume Examples & Samples

Accountant Tax Reporting Resume Examples & Samples

Executive, Tax Reporting Resume Examples & Samples

Corporate Tax Reporting Resume Examples & Samples

Business Analyst Tax Reporting Resume Examples & Samples

Project Manager for Tax Reporting Resume Examples & Samples

Financial Modeller, Tax Reporting Resume Examples & Samples

Business Analyst Client Tax Reporting Resume Examples & Samples

Senior Accountant Tax Reporting Resume Examples & Samples

Tax Reporting & Risk Manager, Ftse Resume Examples & Samples

Tax Reporting Resume Examples & Samples

Tax Executive, Tax Reporting Resume Examples & Samples

Senior Analyst Tax Reporting Resume Examples & Samples

Tax Associate, Tax Reporting Resume Examples & Samples

Tax Reporting Rep-h Resume Examples & Samples

BB&T Securities Tax Reporting Resume Examples & Samples

Director Tax Reporting & Compliance Resume Examples & Samples

Director Tax Reporting & Compliance Resume Examples & Samples

Tax Reporting Resume Examples & Samples

Team Lead-client Tax Reporting Resume Examples & Samples

Socal Tax Reporting & Strategy Manager Resume Examples & Samples

Tax Reporting & Strategy Manager Resume Examples & Samples

Manager Direct Tax Reporting Resume Examples & Samples

Executive Direct Tax Reporting Resume Examples & Samples

Tax Reporting Senior Manager Resume Examples & Samples

Tax Reporting & Strategy Senior Associate Resume Examples & Samples

VP-tax Reporting & Compliance Resume Examples & Samples

Avp-tax Reporting & Compliance Resume Examples & Samples

Tax Reporting & Compliance Associate Resume Examples & Samples

Cost Basis & Tax Reporting Specialist Resume Examples & Samples

Director, Tax Reporting Resume Examples & Samples

Technical Generalist, Client Tax Reporting Resume Examples & Samples

Tax & Reporting Management Accountant Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume