Tax Resume Samples

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C Wolf

Claudie

Wolf

1848 Kiarra Landing

Los Angeles

+1 (555) 650 1552

1848 Kiarra Landing

Los Angeles

Phone

p +1 (555) 650 1552

Experience Experience

Boston, MA

Tax Team Assistant

Boston, MA

Stroman, Witting and Skiles

Boston, MA

Tax Team Assistant

Bring ‘best practices’ to the group by assisting with running training sessions and sharing knowledge within the TTA network
Evidence of working well under pressure
Sales pipeline management for the team in the EY Interaction database
Provide support to the Senior TTA
Manage client specific mailboxes
Assistance on ad hoc projects
Project management and coordination, to include both internal team and external teams

Philadelphia, PA

Head of Tax

Philadelphia, PA

Metz LLC

Philadelphia, PA

Head of Tax

Proactive approach for anticipating/identifying tax rule and practice changes, and for analyzing and reporting all underlying tax risks
Advise on all tax matters including any planning, structuring, transfer pricing and M&A projects in the region
Manages the coordination’s of tax planning for special projects, which affects long range planning, budgeting, and financial reporting efforts
Oversight of all tax related matters including income tax accounting, SEC reporting, tax compliance, support for acquisitions, and tax planning and strategy
Assisting in preparation of transfer pricing documentation and project managing internal/external teams in compiling the documentation
Building relationships and working with internal finance teams in London and elsewhere in EMEA to obtain financial and supporting data for tax audits
International VAT planning - advising on all indirect tax aspects of the group's activities identifying areas where improvements can be made

present

Houston, TX

Director of Tax

Houston, TX

Sipes Inc

present

Houston, TX

Director of Tax

present

Liaise with the corporate accounting group with respect to recording the monthly tax provision, and managing the year-end provision work with external vendors
Manage tax examinations initiated by various jurisdictions
Provide oversight of transfer pricing studies and long-term legal entity planning
Provide oversight in the maintenance of equity related tax files for the Firm’s holding company’s K-1 reporting for approximately 500 K-1’s. Tax files are maintained for income allocations, partner information and demographic data, and tax basis capital
Manage and assist the corporate tax department with the preparation of tax calculations and associated working papers for the US and Non-US Income Tax Provisions
Provide timely responses to questions and issues generated by or impacting operating personnel
Plan and manage an efficient tax compliance process and maintain audit-ready work papers

Education Education

Bachelor’s Degree in Accounting

Iowa State University

Bachelor’s Degree in Accounting

Skills Skills

Great organisational & planning skills, ability to properly organise tasks, execute and implement controls
Good knowledge of tax accounting will be an advantage
Analytical, detail oriented and enjoy problem solving
Provide support on ad-hoc projects and initiatives such as review of tax controls
Support the regional tax reporting function by reviewing current/deferred tax provisions and tax forecasts, completing reporting templates, providing tax commentaries on effective tax rates and tax balances
Populate and maintain direct tax database with tax returns and supporting documents, tax risk and tax process documents
The above responsibilities cover direct tax (i.e. corporation tax), indirect tax (i.e. GST/VAT) and operational tax (e.g. withholding tax)
Assist in the formulation and review of responses/replies (including supporting documents) to queries/issues raised by tax authorities and/or during tax audits for South East Asia and Korea
Review corporation tax and withholding tax returns for South East Asia and Korea
Assist the team in providing ad-hoc tax advisory to all business lines across Investment Banking, Wealth, Corporate Banking, and infrastructure functions for South East Asia and Korea

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Fund Tax Analyst Resume Examples & Samples

Responsible for preparing various fund tax compliance requirements including the preparation of annual tax return filings, qualification testing, financial reports, shareholder notices, and year-end tax mailings
Support the development of tax positions on matters of tax law and tax accounting policy affecting fund investments, RIC positions, fund distributions and elections, and other tax positions. Conduct basic tax research on tax issues, shareholder questions and other items requested by the Fund Tax Supervisor or Tax Manager
Assist in gathering tax and financial information, which is to be used by the tax specialist and other tax professionals in preparing tax positions relating to the Franklin Templeton Group of Funds
A minimum of 1 to 2 years of significant tax experience in a public accounting firm or industry position with exposure to issues on the taxation of corporations, partnerships, trusts, regulated investment companies, securities and financial instruments, and similar tax concepts
Must have excellent legal research and writing skills
Must be developing organizational and supervisory skills

Financial Services Tax Advisors Transfer Pricing Resume Examples & Samples

Build and maintain tax relationships with clients and provide high levels of client service
Relevant Transfer Pricing experience - strong technical skills and keen to develop further
Financial Services experience is not essential
Excellent communicator in range of situations both written and oral

Tax Finance Manager Resume Examples & Samples

Responsible for the successful delivery of the Finance Exceptional Client Service agenda to UK FSO Tax (Insightful – Connected – Responsive). Will take a proactive and hands-on role towards achieving this, co-ordinating the efforts of the wider Finance team who support UK FSO Tax
Develop effective working relationships with UK FSO Tax Managing Partner and Leadership Team, Operations, HR and other business functions
Act as an objective advisor to the business, safeguarding robust financial control
Maintain a detailed understanding of key business issues at all times. Extrapolate key messages from the numbers and provide insight and challenge to the business leaders to help to support the achievement of their growth ambitions
Deliver robust month-end and year end close. Results are understood quickly. Performance commentaries are timely, insightful and action oriented
Process improvement: help support finance and operations process improvement initiatives, e.g. improvement of working capital management, development of forward looking view of projected business performance, embedding profitability improvement through margin management, building out our use of the GSS support function
Finance lead for UK FSO Tax on all EY plan exercises – includes annual financial plan, quarterly forecasts and other business planning exercises. Ensure outputs align to wider EMEIA FSO objectives set for Tax (e.g. revenue growth versus profit improvement) and that financial goals ultimately represent stretching but achievable targets
Timely delivery of high quality management information to UK FSO Tax leadership and Operations. Production of this is efficient and delivered through best use of UK FSO Finance and GSS resource
Orchestrates delivery of ad-hoc analysis depending on business issues. Ability to model multi-year business projections
Co-locate with the business for an agreed number of days per week. Key for building relationships with the business and for hearing first-hand business challenges and opportunities
An active contributor and role model within the wider UK FSO Finance team. Proactively shares best practice and experiences
Leads and manages those within the team aligned to UK FSO Tax, to include broader coaching and counselling responsibilities as needed
Plays a visible leadership role towards the achievement of the UK FSO team objectives set for FY15
Global Finance Transformation: plays a role towards influencing the development of these initiatives, to ensure that the practical day-to-day reality of providing Finance support to Tax are heard and understood
GFIS replacement: this will be an increasingly key focus for EMEIA FSO Finance over the next 3 years. Will need to play a key role towards making the implementation a success for UK FSO and UK FSO Tax

Tax Team Assistant Resume Examples & Samples

Set up and maintain client files
Liaise with clients on non-technical matters e.g. meeting arrangements, co-ordinating receipt of information etc
Project management and coordination, to include both internal team and external teams
Update Interaction for client opportunities on allocated clients and as requested by client teams
Account specific budgeting and cost monitoring
Account specific billing and time analysis
Where appropriate, undertake allocated tasks within the Global Compliance Process to include
Set up files/file documents on a number of client accounts throughout the compliance process
Prepare submission letters/packs to client and HMRC
Oversee the Tax assure reporting process, running reports for review by the client teams on a regular basis
Online filing and record management
A' Levels (or equivalent) and/or further education qualification e.g. HND
Evidence of knowledge on Microsoft systems and databases

Financial Services Expatriate Tax Resume Examples & Samples

Building and maintaining relationships with clients and providing high levels of client service
Contributing to the successful delivery of projects, ensuring technical excellence
Providing UK and US tax preparation review
Drafting advisory work for review; and
Teaming with other members of the FS Human Capital practice to deliver wider projects and deepen client relationships
Expat tax experience across UK and US tax preparation review
ATT or EA qualification, and studying towards CTA
Ideally Financial Services / Asset Management experience
Results orientation and be willing to take on responsibility
The ability to drive things forward and work with team members from across the practice
Teaming skills; and
Enthusiasm and a flexible attitude

Tax Team Assistant Resume Examples & Samples

Project coordination of tax engagements in relation to compliance issues and finance, the TTA helps to oversee the smooth and effective running of operations within the team
Attend and contribute to regular calls with TTA group in the UK
Knowledgeable regarding all EY databases and software
Provide support to the client team by delivering training (around risk/finance/admin) for new joiners

Japanese Speaking Tax Team Assistant Resume Examples & Samples

Liaison with HMRC regarding standard correspondence
Deal with non-technical client queries
Provide general admin support to ensure the smooth running of the account i.e setting up account meetings, distributing agendas etc· Manage client specific mailboxes
Peer networking
Contributing to peer group meetings with other TTAs to share knowledge, experience and best practice tipsCompetencies
Project co-ordination skills with ability to complete tasks on an accurate and timely basis
Ability to manage upwards to ensure that the project deliverables meet the agreed timetable
Good numerical and data analysis skills
Pro-active "can do" attitude
Attention to detail and commitment to high quality
Fluent Japanese language skills

Tax Resource Management Senior Associate Resume Examples & Samples

Assign appropriate client service personnel to engagements. This will involve assessing the engagement needs, reviewing available options, and recommending people that meet the requirements of region and clients. When appropriate, challenge the schedule, to confirm the most efficient utilization of resources
Promote and monitor the sharing of resources. Network with other team members across region and service lines, to address resource needs and deal with any conflicts
Resolve conflicts with engagement team members. This may involve identifying alternative roles that meet engagement requirements and the developmental goals of staff
Build relationships with client service personnel, to identify personal schedule preferences and/or career development issues
Balance the needs of the engagement with the preferences of individuals
Reassign projects to cope with personnel leaving or joining EY, or to meet changing client needs (to either delay or speed up the project)
Monitor unassigned resources, and act as primary point of contact for local unassigned staff. Proactively identify assignments for these people
Fill open places on projects. Proactively identify projects that may be able to release individuals
Regularly communicate any changes in personnel on projects, as well as any performance concerns raised by engagement teams
Work with the Campus and Experienced Hire recruiters, to agree start dates for interns, newly-hired people, and staff transferring from other projects
Help integrate new hires into teams, explaining the resource management process
Coordinate with the Americas TalentTeam (ATT), to provide mandatory training for all personnel
Review actual and projected resource utilization for projects. Anticipate availability of people and proactively decrease the time that people spend unassigned, while balancing the workload of all client-serving individuals
Use scheduling tools to forecast hours needed for a project, track actual utilization, and monitor total headcount. Raise any concerns to Resource Management leaders
Participate in region conference calls
Prioritize staffing decisions based on engagement risk, specialization requirements, timing constraints, staffing continuity and geographic considerations
Identify poor performance or morale amongst client-serving staff. Work with the ATT and Resource Management leaders to address these issues
Identify over- and under-utilized personnel, and bring in additional resources to balance their workload with their peers
Negotiate with client-serving teams to meet staffing priorities for the region
Consult with Resource Management leaders as needed, to overcome any outstanding issues or conflicts
Strong analytical skills, with attention to detail
Proficient in Scheduling tool and other Microsoft applications
English language skills - very strong written and verbal communication
Proficient at negotiating and managing conflict
Proven client service focus, with an ability to resolve issues quickly, with a sense of urgency
Good understanding of the policies of a professional services firm
Flexible in adapting to constantly changing priorities
Outstanding teamwork and interpersonal skills
Confident at working independently, with an ability to self start
Adept at handling multiple tasks, with strong organizational skills
Demonstrated change agent ability
Experience in a professional services firm desirable

Global Mobility Tax VP Resume Examples & Samples

Oversee all tax related operational processes, to include cost estimates, compensation collection, tax accruals and tax equalizations (including collection)
Be subject matter expert relative to all international employee tax matters for GMS team members, employees and stakeholders
Participate in ownership and development of all international employee income tax related policies, processes and initiatives
Be primary day-to day owner of relationship with global tax vendor(s) and oversee tax program administration
Contribute in refinement of strategic vision for GMS based on functional knowledge
Participate in driving finance-related activities to include program budgeting & total cost reporting
8-10 years of experience in global mobility or expatriate tax, with a specialism in expatriate tax
Very strong functional competence and experience
Strong customer focus and collaboration skills
Proven experience in project management
Strong interpersonal and stakeholder management skills
Understanding of HR processes and HR information systems

Tax Contractor, Employee Fixed Term Resume Examples & Samples

Local GAAP Tax Reporting, including
Assist where necessary with appropriate sign-offs to auditors regarding disclosures in financial statements
Assist with review of figures in financial statements
Review of CIT returns for appropriate entities and discuss with external advisers where required, including understanding and agreement of deferred tax balances posted/required
Preparation of various tax filings in the region
Coordination with various tax payments required via Accounts Payable, and reconciliation of tax accounts in the statutory ledger
Coordination between Asia Pac tax team and International VAT team
Coordination with global offices (New York, London and Edinburgh) on transfer pricing matters, including review of core documentation, methodologies and allocations for the APAC Region
Coordination and monitoring of tax advisory vendor budgets and liaise with vendors on corporate tax advisory matters
Involvement in managing enquiries from tax authorities in the region and responses thereto
US GAAP Tax reporting, including
Provision of Asia Pac schedule of regional tax expense and effective tax rate on entity by entity basis to global head office, at quarter end and year end
Deep and on going involvement with forecasting of tax rates during the year and responsibility of valuation allowances. Provide assistance and guidance to the US corporate tax reporting team as to how the local jurisdictions work
Assistance with review of tax provision schedules and postings done by country financial controllers
Assist country financial controllers with implications of US GAAP reporting
FIN 48 review and analysis
Reconciliation of and sign-off on balance sheet accounts
Tax attribute tracking and analysis
Coordination with Global Tax Reporting Team
Manage or assist in the management of key projects and corporate advisory work within the region, including involvement in any corporate actions that may arise and any potential repatriation and funding arrangements. Assist in the liaison with global corporate tax colleagues in relation thereto, including US tax audits, tax reporting, tax return filings, etc
Solid experience in Chartered background, Law degree desirable
Solid Corporate Tax accounting or accounting compliance background
Seven or eight years post qualification in chartered or financial services at a minimum
Previous funds management experience advantageous
Strong knowledge of US GAAP tax reporting desirable as well as local regional GAAP
Fluency in Mandarin required
Intermediate use of Microsoft Office including Word & Excel
Well organised, disciplined approach to work
Ability to work well under pressure and within time constraints
Conscientious with good attention to detail
Ability to work with remote teams and across different timezones
Ability to apply knowledge in a practical framework
High level of self-motivation, with a strong work ethic
Flexible, has initiative and is proactive
Results orientated
Ability to handle routine work and work to deadlines
Strong analytical & problem solving capabilities
Manage workloads and ability to meet deadlines
Operate with a positive ‘can-do’ attitude
Take ownership of the role
Become a strong, dependable team member/leader by assisting other team members or input to group initiatives where necessary
Effective interaction with internal & external parties
Demonstrates a global company perspective

Tax Documentation & Control Specialist Resume Examples & Samples

Maintain broad understanding of domestic and foreign entity formation, including knowledge of differences in organization and structure of complex entities
Keep current on tax rules and regulations (legislation, tax issues, etc.) through independent study, partnership with the US and EMEA Corporate Tax Teams, the EMEA Private Banking Tax Operations Team and contact with the Swiss Tax Authorities if required, with specific focus on the FATCA and QI rules
Assist in the revision and improvement of internal tax forms and documentation as needed
Serve as the escalation point for review of all new complex structure account openings
Partner with the Tax Operations Team to develop and maintain written policies and procedures for tax forms solicitation & collection; review of international and domestic tax documentation. Reinforce policy as needed to mitigate internal risks and meet new tax regulatory requirements
Act as Subject Matter Expert (“SME”) and a coordination contact person between tax operations, Administration and front office teams for annual tax documentation solicitations (e.g. W-8 renewal, UKRND certification) and with Legal, Compliance, Risk Management, Corporate Tax and Tax Operations when applicable
Attend internal or external meetings as SME to represent the interest of the team or the Bank as it pertains to account tax set up and documentation requirements
Help developing awareness across all tax documentation requirements by delivering training to CDG Legal, Administration and Client Services as it pertains to changes in tax laws and documentation requirements which impact the day to day client servicing, including changes to tax forms, account coding, solicitation process. Revision and improvement of forms and documentation as needed
Support the various stakeholders in the preparing internal and external audits

Cib-tax-oriented Investments Resume Examples & Samples

Develop proficiency in manipulating the economic return spreadsheet models and understand the intricacies of the transaction (cash flow) investment structures in order to evaluate underlying pro forma assumptions, run sensitivities and prepare reports summarizing results
Provide support and financial analysis related to asset workouts and dispositions
Work closely with other Energy Asset Management team members and the TOI Energy origination group in discussing specific deal dynamics and results from actual operations to inform decisions on new and existing transactions
Prepare internal management presentations regarding portfolio performance and financial sensitivities
Periodically record operating data for tracking transaction performance and file documents in an electronic database
Monitor and analyze monthly operating reports and annual budgets
Communicate with external clients to investigate issues related to portfolio assets
Interact with accountants, tax specialists, internal/external legal counsel and technical consultants on various issues relating to financial modeling and transaction structures
Participate in asset inspections
Bachelor’s degree; Accounting, Finance, or Engineering/Science major preferred
Strong Excel and PowerPoint capabilities
Strong analytical and written/verbal communications skills
Excellent time management and multi-tasking skills
Project finance work experience or bank credit training a plus

Cib-executive Assistant, Finance & Tax-sydney Resume Examples & Samples

Ensure effective utilisation of SFO’s & Head of Tax’s time by managing their diary, arranging appointments and responding to meeting requests and invitations on their behalf
Set up meetings with business heads and other senior key managers
Confidentially, tactfully and diplomatically manage phone calls
Coordination of both domestic and international travel
Order and manage office supplies and equipment
Accounts payable,invoice/expense reportingand corporate credit card management
At least fiveyears' experience as an Administrator or Assistant (PA or EA) in a large corporate environment
Computer literacy (all Microsoft Office applications)
Experience in delivering exceptional customer service
Demonstrate the utmost discretion and professionalism at all times, including a professional phone manner
Strong communication skills, able to interact with various levels of seniority

Business Travel Tax Americas Regional Manager Resume Examples & Samples

Manage business partnerships with regional payroll operations; Line of Business coordinators and all other regional partners responsible for processing the tax obligations for individual employees
Coordinate with local country representatives during implementation and the normal course of business to ensure requirements are included within the process and there is an active channel of communication between concerned parties
Review and confirm tax data received from the third party vendor is accurately calculated based on JPMC data transmitted to the vendor, including alerts received. Engage Corporate Tax or the vendor on exceptions dependent if there is an error or requires additional review
Liaison between the JPMC employee base and the third party vendor, providing support to the JPMC employee base for those who have been identified with tax obligations to an external entity outside their home country/state
Monitor JPMC employee communications from the third party vendor and manage employee escalations and issue resolution between JPMC clients (employee) and the vendor
Manage the tax obligation notifications received from the third party vendor to employees
Manage enforcement of the Short Term Travel policy and guidelines
Research and review any updates to global tax/domestic state tax changes at the Country and State levels through notifications from the third party vendor or other external related tax bulletins/updates or internal local contacts globally
Significant experience of regional individual income tax or payroll compliance, as well as global social security and immigration law for the region
Demonstrate strong project implementation/process excellence expertise to effectively bring about change by incorporating system enhancements and constant process improvement
Demonstrate excellent written and verbal communication skills to effectively communicate with all levels of management
Strong interpersonal and relationship management skills with strong client (employee) focus
Strong attention to detail and the ability to follow through and resolve outstanding issues in a timely manner
Experience with advanced Excel functions

CIB Tax Oriented Investments Asset Manager VP Chicago Resume Examples & Samples

Perform physical inspections to include evaluation of exterior/interior conditions, competency of management, neighborhood, market conditions and compliance with the Sec. 42 program
Research and recommend the appropriate disposition strategy for a particular asset to include maximizing residual value when available and communicate through “Disposition Report” updates to the PMC
Conduct routine calls/meetings with syndicators to facilitate best practices and a common approach to oversight of the stabilized portfolio
Process and analyze consent requests that arise from LT GP’s and sponsors regarding refinances, general partner replacements, reserve withdrawals, management company changes or proposed modifications to operating agreements
Ability to analyze and solve complex problems and situations
Understanding of partnership agreements and other investment contract documents, a plus

Finance, Tax, Analyst Resume Examples & Samples

Prepare state income tax and non-income tax returns for a number of the Firm's entities
Prepare written responses to state tax notices and correspond with state tax representatives
Prepare excel spreadsheets
Organize files and perform administrative functions
Prepare state registration forms
Assist with Electronic Funds Transfer payments

Statutory Tax Analyst Resume Examples & Samples

Perform various accounting activities as directed by supervisors
Carry out administration for the establishment of separated employee loans, creation of the loan amortization schedule, and collection of past due balances, in accordance with firm policy and procedures
Review payroll statutory tax filings, to verify payroll tax liabilities and/or receivables
Perform ad hoc research and analysis of various accounting transactions, including sub-systems. Identify any issues
Identify and communicate processing, internal control weaknesses, and/or accounting issues. Escalate these issues when necessary
Participates on special projects, as requested
Understand and apply firm policies and procedures to guide decisions when analyzing accounting transactions and/or general ledger accounts. This could include reviewing payroll withholdings, and determining whether these agree with statutory tax filings
Utilize available resources to make independent judgments on the appropriateness of accounting transactions. These include internal tools such as Global Financial Information Systems (GFIS), Business Objects, Accounts Payable (AP) Invoice Workflow applications, Global Time and Expense (gT&E), Global Shared Services (GSS) InfoWeb, ad hoc reports, etc. They also include external resources, such as General Accepted Accounting Principles (GAAP), bank websites, third party payroll websites, etc
Demonstrate a healthy skepticism when analyzing accounting transactions. For example, when completing the payroll Federal Insurance Contributions Act (FICA) withholdings account reconciliation, determine whether transactions are properly classified as a tax liability, in accordance with Ernst & Young's policy and Internal Revenue Services (IRS) guidelines
Challenge existing processes and approaches to operational efficiency, effectiveness, internal controls, and/or customer service. Offer innovative ideas for improvement
Identify problems with processes, technology, and/or procedures, and escalate as appropriate
Under general supervision, resolve confidential and general accounting issues in a way that is consistent with established policies and procedures
Prioritize your own assignments, follow through on commitments, and take ownership for personal and/or team results
Identify issues that may create potential financial exposure and/or risk to Ernst & Young, and escalate accordingly
Working knowledge of the business, organizational structure, and policies and financial applications of a professional services firm (e.g., GFIS, Peoplesoft, gT&E, Business Objects, Microsoft applications)
English language skills - outstanding written and verbal communication
Ability to use analytical skills, and apply sound business judgment to individual and team assignments
Skilled at comprehending firm communications, announcements, and other change management initiatives. Ability to relate these changes to core accounting procedures, and escalate as appropriate
A positive attitude and approach, with a willingness to accept new challenges, with a flexible approach to change
Demonstrated commitment to delivering quality work, to team with others, and to create a positive work environment
0-3 plus years of progressive relevant accounting, finance, or related experience
General ledger experience preferred

Business Developer Tax Resume Examples & Samples

Promote Tax solutions for all markets
Create business opportunities for all services lines and industries in Tax
Assisting in the entire process of bringing in new business, both in the preparation of pursuits and follow up, including feeding interaction
Support Tax professionals in key account management, including setting up contacts with key network persons who are part of the account team. Operate in a joint venture mode with Tax professionals to generate opportunities and convert them to wins
Lead event coordination of all commercial Tax events, e.g. “EY Tax club”
Participate to events that are Tax related to ensure a multidisciplinary approach to clients
Provide in depth views and analysis on sales strategy and statistics (trends etc)
Play an active role in Priority account management and in particular on those named Key Accounts
Involvement in the marketing strategy of client-specific innovative solutions
Coordinate and co-lead account team meetings
Provide relevant knowledge to the account team. This involves creating close working relationships with respective professionals and sector specialists. This is in order to identify and leverage potential areas of opportunity, focusing and coordinating the use and dissemination of business analysis, press releases, financial information, competitive intelligence and relevant firm thought leadership
Work closely with internal industry sector centres of excellence and develop sector and specialist knowledge
Attend business association/ sector/ area team meetings, study relevant publications and participate in learning opportunities – serve as the connecting link between accounts and sector
Identify, coordinate and participate in client relationship building activities and meetings where appropriate

VP Operational Tax Team Leader Resume Examples & Samples

Proactively review new product proposals to ensure appropriate transactionaltax compliance from initiation of new business
Creation of an Operational Tax Compliance framework that would identify taxcompliance obligations in the Americas managed businesses
Define and document transactional flows and the required tax collection,payment and reporting requirements associated with all taxes including
Identify any gaps in current processing and define roles and responsibilitieswithin the processing units to ensure external tax obligations are understood
Design review processes to test ongoing compliance with defined taxobligations
Work with Infrastructure and Business Unit Management to define rules, rolesand individual responsibilities, approve operational procedures and accountingtreatment
Perform regular audits and reviews of existing tax processing functionswithin the Americas infrastructure
Lead Operations interaction with Tax Department to monitor changes totaxation policy or rates that affect current processing plant
Develop training and awareness raising program to drive knowledge into theinfrastructure and Business Units
Provide regular updates to senior stakeholders across Operations and theBusiness Lines
Flexibility - the scope of the roles is limited only by the capacity of theincumbent to add value across the wide scope. Flexibility of thought and awillingness to engage in a wide range of issues at all levels of detail will bevital
Change Management - leveraging detailed knowledge of Tax, Financial Servicesand MS systems the individual will need to enact change across the business,driving forward the Tax Control Framework
Analytical skills - to evaluate critically the information gathered frommultiple sources, reconcile variances, and convey into high-level presentationsfor senior management and key stakeholders
Organizational skills - to work with a vast array of information gatheredduring elicitation and analysis and to cope with rapidly changing information
Interpersonal skills - to help negotiate priorities; build cross-divisionalrelationships and gain support from key stakeholders

Director, Expatriate Tax Resume Examples & Samples

Preparation of and monitoring hypothetical tax calculations and calculating assignment tax cost projections
Corresponding with assignees on various tax matters and working with different business units on various expat tax issues and tax planning matters
Monthly, Quarterly and Annual reporting of payroll data for US or foreign tax reporting
8-10 years of expatriate tax experience
CPA or Enrolled Agent
Strong Excel and Word skills,
Strong attention to details,
Excellent written and oral communication skills with the ability to effectively communicate with senior management and staff
Ability to multi-task and organize work priorities
Experience with SAP system will be a plus

Tax Team Assistant Resume Examples & Samples

Project management of tax compliance engagements including planning, scheduling work, coordinating and communicating between the UK teams, managing any changes to schedule, keeping teams updated etc
Acting as first point of contact with other teams for non tax technical queries
Ensuring databases are correctly set up with company information
Work with filing department to set up, maintain and archive files for clients and projects
Contributing to peer group meetings with other TTAs to share knowledge, experience and best practice tips

Markets Manager Emeia Tax Center Resume Examples & Samples

Supports the Markets Director in the development and delivery of the overall go-to-market approach for the GM Segment
Provides go-to-market and project guidance / support to each of the four services and to individual team members as required
Produces and distributes the highest standard self-service materials and guidance tools to ensure consistent go-to-market approach across the segment
Supports target client and opportunity pipeline management
Produces external sales and marketing materials that are consistent with firm-wide communication quidelines
Develops value propositions and reviews client collateral (including proofing, final editing, and assessing message quality) for client proposals and pursuit opportunities
Provides coaching to teams ahead of client meetings / presentations
Develops thought leadership campaigns and draft and manages distribution of market research campaigns across the Segment
Supports and organises internal and external workshops / seminars to raise awareness of the GM Segment across EMEIA
Produces and takes responsibility for internal communications and newsletter stories
Champions use of Interaction as pipeline management tool and ensures reporting is timely and accurate
Monitors and takes ownership of intranet (CHS) Segment-specific pages
Provides markets support to new mobility service offerings and initiatives e.g. development of value propositions and new materials
Establishes and builds relationships with business development and marketing professionals across the ETC, Human Capital, EMEIA Tax and Pursuits teams
Identifies operational improvement opportunities and proposes solutions on an on-going basis
Ability to coordinate multiple projects and initiatives at one time, and be able to prioritise workload depending on demand and deadlines
Must have strong written communication skills and a creative eye
Strong working knowledge of a professional services organisation, ideally with some previous exposure to Global Mobility
Ability to interact effectively with various levels within the organisation from executive / partner to administrative
Must possess certain leadership skills that allow him / her to command attention and achieve credibility in a short period of time

Tax Policy Research Analyst Resume Examples & Samples

Highly motivated and willing to stretch yourself to learn and develop
Excellent research skills
Strong communicator both written and oral
Good project management and organisational skills
Understanding of commercial/client needs and willingness to develop them by learning-by-doing on client projects

Tax Accountant, Fund Taxation Resume Examples & Samples

Analyze corporate actions for tax implications
Calculate suspended loss & stop loss
Analyze hedging income from forwards/futures
Prepare tax adjustments (relating to ACB, income trust reallocation, taxable income and capital gains) for fund distribution purpose
Prepare distribution projections & calculations with the Distribution Module
Prepare T3 factors for the issuance of tax slips
Maintain Management Fee Rebate schedules
Prepare T2, T3 and other tax-related returns
Conduct on-line research on specific tax topics
Liaise with Investor Tax and Fund Accounting Departments
Liaise with clients and external auditors
Participate in special projects as necessary
Minimum 3 years of accounting and tax experience in investment fund industry
University degree in accounting with practical knowledge of fund taxation
Strong analytical and research skills
Strong working knowledge of Word & Excel
Knowledge of MPower system an asset

Tax Valuations Senior Executive Resume Examples & Samples

Deliver high calibre valuation analyses and reports on time and to budget
Strong analytical skills but tempered with an ability to think laterally
Experience of business development activity and the ability to build effective working relationships with individuals, organizations and clients

Tax Valuations Assistant Director Resume Examples & Samples

Day-to-management of valuation assignments leading small project teams
Day-to-day client liaison and attendance of client meetings
Keeping the project Director/Partner fully appraised of progress
Identifying issues and flagging these to the Director/Partner in a timely manner, as well as contributing to solutions
Build a network of contacts (both internal & external) and pro-actively support business development initiatives
Relevant valuation experience at a professional services firm or investment bank, within industry or tax authority, including some experience of intellectual property valuation
Strong attention to detail in conjunction with an ability to see the big picture

Statutory Tax Analyst Resume Examples & Samples

Responsible for reviewing invoices payable to all non-US vendors and member firms to determine US Source Income
Responsible to ensure the required statutory documentation (i.e. W8, W8 BEN, ECI, etc.) is current and on file prior to processing and payment of applicable invoices
Communicate with vendors/member firms to obtain required documentation if not on file
Educate vendors/member firms on US Sourced Income requirements
Responsible for reviewing the CMT to ensure current contract is on file prior to processing and payment of invoices payable to independent contractors
Responsible for reviewing invoices to determine the need to obtain a valid W-9 from US Vendors to support their tax position regarding US tax withholding
Communicate with accounts payable proper vendor setup instructions and tax withholding requirements
Assist with annual review of 1099 B-notices received from the IRS to obtain required documentation to support removal of accompanying penalties from IRS
Assist with special projects and other statutory related matters, as requested
Review the descriptions on invoices for goods/services purchased from non-US vendors/member firms and applying the IRS rules and regulations to determine the extent of the payment which may be subject to IRS 1042 reporting
Review invoices from US vendors and apply the IRS rules and regulations to determine if the vendor is subject to US 1099 withholding and reporting requirements
Demonstrates healthy skepticism when analyzing transactional data to determine what should be included in the Firm’s 1042 and 1099 reporting
Identify issues that may create potential financial exposure and/or risk to the Firm, and escalate accordingly
Working knowledge of accounts payable, tax, accounting principles, and internal controls
Demonstrates effective written and verbal communication skills
Working knowledge of the Firm’s business, organization structure, policies, and financial applications (i.e. GFIS Accounts Payable, iClick, Microsoft applications, etc.)
Exhibits a positive attitude and approach, willingly accepts new challenges, flexible and accepting of change
Committed to delivering quality work, demonstrate a willingness to team with others, and help create a positive work environment
Performs duties and responsibilities with general supervision and guidance from Senior Statutory Tax Analyst and/or Assistant Director of Tax with a moderate degree of independence and autonomy
Extended vacation may not be permitted during peak volume period (i.e. Tax Busy Season, Fiscal Year End)
0-3 plus years of progressive relevant statutory tax, accounts payable,accounting or related experience
Accountspayableexperience preferred

Securities Processing Rep-tax Unit Resume Examples & Samples

Recent college grad with finance or related degree
2+ years of business; 1+ year of finance and/or related experience
Strong knowledge of Custody business and awareness of income processing
Knowledge of US and Canada tax documents preferred
Strong PC skills, specifically Microsoft Excel and Word
Ability to implement process improvement strategies
Self-starter with high energy, initiative and self-motivated

Senior Manager Operational Tax-global Banking & Markets Resume Examples & Samples

Continuous evaluation of the evolving legislative landscape both in the US and overseas
Effective risk management through the execution of a comprehensive, second line of defense assurance program across the GBM business area
Effective management of the Group’s relationship with applicable tax authorities, most notably the IRS, in connection with the Group’s compliance with the operational tax obligations imposed
Effective coordination and management of the Tax team’s day to day working relationship with the GBM operations teams responsible for executing the operational tax obligations imposed on the Group in the US
To adopt a pro-active and holistic approach to the management of risk and compliance associated with the operational tax obligations imposed on the Group’s GBM business
Work with the HNAH Operational Tax Team generally, with a focus on supporting and overseeing GBM business units and activities from an operational tax perspective
Specific operational and tax reporting knowledge and expertise is a must for the following areas: DVP/RVP; Repo; Futures and FX Forwards (1256 contract reporting); Precious Metals transactions; Swaps; and complex structured deals
In addition, an understanding of institutional client profiles and structures within the GBM environment, including the following: domestic and offshore funds (registered, hedge and PE); direct and indirect account structures (Investment Advisors and sub-accounts/funds); execution-only (DVP/RVP) accounts; and custody accounts
The position advises GBM Operations and support areas
The position manages US tax documentation, information reporting and withholding tax matters for GBM for the HSBC Group in North America. Failure to fully comply with these complex rules could result in tax, interest and/or penalties that can substantially impact the profitability of the Group and the Group’s reputation with the IRS and other tax authorities globally
Minimum of ten years proven and progressive financial services and/or brokerage systems/procedures

Gwim Senior Operations Rep-tax Lot Processing Rep-h Resume Examples & Samples

Updating and maintaining current open and closed tax lots and unrealized and realized gains/losses
Interpreting, processing and explaining the logic of various types of capital change transactions (Stock splits, exchanges, mergers, etc)
Having the ability to comprehend Issuer 8937 Forms and taxability information/opinions provided by Wolters Kluwer, CCH and Corporate Tax Counsel
Processing of all Cost Basis and Capital Changes Exception Reports
Participate in projects aimed at improving the statement and/or underlying systems Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.Qualifications
Excellent analytical/reconciliation and written/verbal communication skills with the ability to multi-task and meet deadlines
Proven ability to effectively service/resolve inquiries/problems
Must have a positive and professional attitude and the ability to work on a team as well as individually
Strong client service skills and/or client service oriented mindset
The candidate should be highly motivated with strong organizational skills
Will be asked to provide support to tax season as well as other areas within Tax Reporting Services and our Business Partners
Overtime is mandatory December through April BeneficialExperience
Prior experience in customer service
Series 7 License a plus, but not required
Knowledge of cost basis and Tax Lot Accounting methodologies
Familiarity with Monthly Statements and Tax Reporting Statements
A good working knowledge of Microsoft Office

Supervisor, Tax Resume Examples & Samples

Calculation of worldwide forecasted annual effective rate each quarter
Computation of the Federal, state and foreign effective tax rate
Documentation and maintenance of tax provision supporting workpapers
Forecast global cash taxes, including data/information gathering and coordination with the various business units and local teams within Fox
Maintain deferred tax inventory, which is used as a basis for the company's deferred tax calculation, and as support for the tax balance sheet accounts
Analyze impacts of various proposed/enacted tax law changes
Analyze tax accounting consequences of tax planning strategies and significant transactions (acquisitions, divestitures, and reorganizations)
Coordinate with compliance and international teams to compile data, obtain information and address issues impacting the tax provision
Drive automation and process improvement initiative
Minimum 4 years of corporate tax experience in public accounting and/or private industry
Bachelors degree in accounting required; CPA and advanced degree in taxation preferred
Self-starter with strong organizational, interpersonal, and written and verbal communication skills

VP Finance, Tax & Treasury, BIA Resume Examples & Samples

Relevant professional qualifications (e.g. ACA, FRM, CIA, MIIA, ACCA, CISA for audit roles; technical qualification for specialist risk team roles; and graduate degree for all)
Financial services industry knowledge
Knowledge about new and emerging financial products and services
Experience of leading others during audit assignments

VP, Finance, Tax & Treasury, BIA Resume Examples & Samples

Engage and motivate others to develop their skills/knowledge/experience to contribute to the success of BIA
Provide constructive feedback and evaluation to team members for audit assignments and support Directors in their assessment of Assistant Vice Presidents (AVPs)
Act as mentor and coach to less experienced team members and support others to develop. Provide guidance to Assistant Vice Presidents (AVPs) during audit assignments
Contribute to the attraction of the best people through their role in the recruitment process
Ensure the inclusion of all colleagues, regardless of background or circumstances
Managing delivery of the Treasury Audit Plan, and supporting Business Units in audits covering Capital & Liquidity related aspects
Continuously updating detailed awareness of Treasury related issues and changes across relevant business areas and using this knowledge to input to audit strategy and direction
Scope audit assignments including preparation of the scoping document
Manage audit work to ensure that relevant risks and controls have been identified and appropriately assessed
Review and direct control evaluation (and perform evaluation when appropriate)
Review and complete documentation of scoping, process understanding, risk & control identification, control evaluation and observations in BIA audit toolkit
Challenge others where appropriate, if you believe self to be correct
Makes decisions on a broad range of factors, with Barclays values at heart
Lead discussions with clients regarding audit observations, consulting with the Director where necessary
Build trusting and open relationships with clients on each audit and develop ongoing relationships with key clients in aligned business area
Develop a wide network of contacts across BIA and the business to identify and work towards common goals
Know our clients/customers and understand how team’s work benefits them
Write high quality observations and audit reports (with input from the audit team)
Manage audit teams on a day to day basis, working to ensure that audits progress as planned, as regards scope, budget and timetable
Support management in identifying resolutions for control issues identified
Continue to update awareness of risk issues and changes across relevant business units and use this knowledge to amend audit approach where necessary
Provide complete, accurate and timely information to clients for BIA reporting
Proactively take on additional tasks as requested by the Director/Managing Director
Make sure colleagues are equipped to be able to protect our reputation at all times
Understand and adhere to the appropriate Barclays Policies and Standards applicable to the role
Understand and manage risks and risk events (incidents) in the role thereby contributing to the adherence to the Barclays Risk and Control Framework
Complete all mandatory training as required
Experience in risk based auditing or risk/control activities
Technical knowledge in several of the relevant specialist areas: Financial Reporting, Financial Control, Regulatory Capital Reporting, Product Control, Technical Accounting, Tax (Corporation Tax, Indirect Taxes, Operational Taxes), Management Information, Budgeting and Planning, Capital Planning, Funding and Liquidity Management, Capital and Balance Sheet Management, Funds Transfer Pricing, Asset and Liability Management, Cost Management and Reporting, Regulatory Reporting
Practical understanding of relevant regulatory environment
Experience of managing audits/driving initiatives in a relevant field
Proven track record of high performance in previous roles to include senior client management

Tax Group Lead Resume Examples & Samples

Reviews and submits tax returns for federal, state and local taxes
Reviews quarterly estimated tax payments and extension payments
Review new product initiatives
Research all tax issues that may have future impact on company
Coordinate tax related research that needs to be performed
Coordinate and participate in due diligence efforts
Analyze tax requirements for securitizations
Remain current on relevant tax laws and regulations
Analyze and monitor all tax accounts
Forecast effective tax rates for planning purposes
Create tax provision for monthly, quarterly and year-end reporting including analysis of deferred tax assets for recoverability
Account for differences in GAAP vs. IFRS
Coordinate external audit and IRS examinations
Maintain control over deferred tax balances in accordance with ASC 740

Senior Director, Sales, Use & Value Added Tax Resume Examples & Samples

Excellent interpersonal, presentation, negotiating and leadership skills
Strong tax technical skills in the area of sales, use and value added taxes
Knowledge of automated tax collection and accrual systems, including Vertex
15 years of relevant tax experience
7 years supervisory experience

Fin Acct Tax Analyst Resume Examples & Samples

Candidate must possess a firm understanding of generally accepted accounting principles (GAAP)
Accounting undergraduate degree and 3 - 5 years of income tax experience is required
As well as strong technical and analytical skills

Tax Utility Operations Specialist Resume Examples & Samples

Provide lead Operations interaction with Tax Department to monitor
Job Skills
Guardianship
Client Skills
Professional Attributes

Gwim Senior Operations Rep-tax Lot Processing Rep-h Resume Examples & Samples

Proven ability to effectively service/resolve client & branch inquiries
Overtime is mandatory December through April
Familiarity of Monthly Statements and Tax Reporting Statements

Head of Tax Transparency Resume Examples & Samples

The implementation, application and ongoing development of the Group’s Global Standards program in the US with respect to tax transparency (see Role Context for explanation of tax transparency at HSBC)
Communicating the Standards in context, leading the ongoing and relevant education of the Relationship Managers and business support
Articulating sometimes complex and multi-level tax topics including risk issues, in a straightforward and coherent way to non-tax specialist colleagues
Acting as an enabler to the conduct of appropriate business through close working relationships with client facing staff, applying tax knowledge and experience in support of the promotion of products, services and transactions
The overall management of client tax reputational risk, across all Global Business lines in the US
The aim of tax transparency is to safeguard HSBC from being used by customers or associated with arrangements which are known or suspected to be designed to facilitate tax evasion. Tax evasion involves the concealment of beneficial ownership of assets, income or gains from fiscal authorities. Closely linked to this is the increasing burden being placed on financial institutions to undertake operational tax compliance activities to facilitate the provision of information to both tax authorities and clients to improve tax transparency and assist national governments’ drive to combat tax evasion
The role combines both of these key and emerging themes in global taxation. In the performance of the role, the jobholder will have responsibility in both areas and will also need to consider both the tax technical and reputational issues arising. The jobholder will work independently but refer to the global business tax leads in the US and colleagues in Group Tax on policy issues and for guidance where necessary and will report directly to the Head of Tax, US and functionally to the Head of Tax, Global Private Bank
In the application of tax treatment and the evaluation monitoring and control of tax risk, the jobholder will be guided by the relevant Group Standards and policies / procedures working closely with the assistance of the Group Tax and the global businesses
Legal or accounting background, strong communication skills and with demonstrable experience in an advisory role (past or present) focusing on private clients and/or private business owners and their companies, the role holder will possess relevant technical skills and experience in a broad range of taxes (including operational taxes)
Commercial awareness, sound judgment and high quality communication skills with the flexibility to manage the expectations of a range of stakeholders- essential
Ability to demonstrate strategic thinking and a track record of getting things done in a complex environment - essential
Specialist knowledge and client advisory experience in wealth management and tax structuring in an international and with specific experience of personal wealth planning/advisory, preferably in Latin American jurisdictions – Spanish speaking - preferred

Private Equity Partnership Tax Accountant Resume Examples & Samples

Reviewing Federal and State partnership tax returns and work papers utilizing RIA Go System Tax including
Prepare year-end projections
Preparing/reviewing book to tax income and expense adjustments
Analyzing company financial statements
Responding to tax notices
Bachelor’s/Master’s Degree in Accounting/Tax
4+ years of tax experience in partnerships, private equity and financial services
Knowledge of foreign reporting requirements
Proficiency in Excel
Team player, attentive to detail, and proven ability to multi-task
Must be well organized and disciplined to work in a timely manner

Tax Processing Coordinator Resume Examples & Samples

All applicable tax return types
Assembly/filing requirements
Tax practice policies and methodologies
Quality assurance and confidentiality requirements
Other relevant tax practice or regulatory requirements for processing/delivering/filing tax returns
Proactively work with internal customer groups, and applicable leaders, to plan and deliver departmental work. Work with customer groups to cope with peak busy periods, providing smooth, timely work flow, and resolving issues
Serve as a champion, to support Tax practice eProcessing, eDelivery and other initiatives and pilots within location, Sub-Area, and nationally
Regularly review the Assembly Tracking Database, submitted work, work of Tax Processing staff, and completed deliverables. Confirm the overall quality of this work, and its compliance with established policies and methodologies. Provide timely feedback to departmental staff
Collaborate with local/Sub-Area Enterprise Support Services (ESS) management. Together, provide appropriate back-up and peak period support, using other qualified ESS resources, or temporary/seasonal help. This should achieve continued support, and minimize overtime
Train all full-time, part-time and seasonal staff on all aspects of tax processing
Perform Tax Processing staff work as needed
Consistently reinforce firm, Tax and legal policies on quality, risk mitigation, confidentiality, and data privacy for all types of tax return products. Escalate identified issues to appropriate resources
Build relationships with key Tax and Resource Management & Engagement Support people, as well as with applicable ESS managers and colleagues. Together, deliver high quality, customer-focused support
Gain a strong understanding of Tax practice business, available resources, firm structure, and applicable regulatory policies or laws
Actively participate on knowledge-sharing teams and initiatives. Help with pilots, special initiatives, and local or virtual training
Support inclusiveness, participate in virtual teams, share work across locations, and encourage diversity
Advanced firm, customer service, communication and interpersonal skills
Competent at fostering strong teaming within a work group, and optimizing work group effectiveness during both peak and slack work periods
Advanced computer skills and knowledge of applicable tax technology applications, repositories, and databases (e.g., Adobe Acrobat, Engagement Access Database, Electronic Compliance File/eDocs, TPG&T, AWS Community HomeSpace), and of Microsoft Office. Strong aptitude to learn and teach others

Senior Operations Manager UK&I Tax Resume Examples & Samples

Financially literate "finishers", who can demonstrate a highly commercial approach
Confident and can bring fresh insight to business problems
Able to influence and challenge at a leadership level
Pro-active, self starter

Investments Products Tax-VP Resume Examples & Samples

Taking a lead role in coordinating tax advice with consultants, external advisors, Morgan Stanley’s global tax team, and Morgan Stanley deal teams on the tax structuring of funds and real estate investments to ensure tax-efficiency and alignment with the Morgan Stanley funds’ risk profile
Assisting the development of tax-efficient structures for real estate, private equity and other funds with U.S. and non-U.S. investments
Working closely with senior members of the business unit in raising investor capital
Assisting with investor relations matters related to the tax matters
Regularly monitoring and reviewing the structuring of existing products and investments
Monitoring and coordinating tax sign-off, documentation of tax positions, tax elections, and appropriate tax reporting of investment structures and fund vehicles
Collaborating with the IPTax MB&REI tax compliance team, consultants and outside service providers to ensure that U.S. tax reporting reflects all appropriate tax positions
Maintaining tax policies on behalf of the IPTax and the business units
Advising the business units on guidelines for the tax structuring of investment acquisitions and dispositions Requisite Background
Check-the-box planning
Subpart F and PFIC analysis and planning
Section 338 and 754 elections
Partnership taxation concepts and partner allocations
UBIT rules / Fractions-rule compliance
FIRPTA rules
Ability and desire to improve and create processes to increase efficiencies and completeness in the structuring process

Tax Team Assistant Resume Examples & Samples

Tax compliance process and working with our Bangalore outsourced tax office (GTH)
Project management of tax compliance engagements including planning, scheduling work, coordinating and communicating between the UK teams and the GTH team, managing any changes to schedule, keeping teams updated etc
Manage client specific mailboxes
Strong communicator, able to communicate effectively at all levels both internally and externally and have a positive impact
Pro-active and reliable team member with the ability to work effectively with others and share information readily
Exercise good judgment, with the ability of knowing when to flag issues and when to make own decisions
Demonstrate initiative in approach to projects/assignments and a willingness to challenge the status quo

Emeia FSO Tax Advisors Resume Examples & Samples

LI-MANUAL-POST-JOB*
Relevant tax experience - preferably within financial services
Relationship management skills with experience in a client facing role
Results orientated and willing to take on responsibility
Ability to drive things forward and work with people from across the practice

Finance, Tax Department, Associate, Singapore Resume Examples & Samples

Dealing with tax audits together with other members of the Tax Department
Working closely with people in the different business divisions and Federation departments (e.g., Controllers, Corporate Treasury, and Legal)
Minimum five years of corporate tax compliance / advisory experience focusing on Singapore and other ASEAN tax regimes (and applicable income tax treaties) with a major financial services firm, a major accounting firm, or a top tier law firm
Enthusiastic to learn and take responsibility
Ability to use initiative to develop innovative solutions and suggestions

Tax Audit Manager Resume Examples & Samples

This is an experienced tax professional position
College degree is required with at least 7 years of related experience in state and local non-income taxes and other indirect taxes
A firm understanding of accounting principles is required and familiarity with state and local auditing techniques is preferred
Candidate must possess strong verbal and written communication as well as strong technical and analytical skills and experience supervising others
Candidate must also possess strong time-management and organizational skills and be able to handle multiple tasks under deadline pressure

Tax Policy Resume Examples & Samples

Strong drafting, problem solving and analytical skills are essential
Client focused and commercially aware, with strong relationship management skill
Able to understanding tax policy design and concepts
Excellent communicator both written and oral
The ability to take ownership of tax policy projects whilst providing support to the wider team
Experience in tax legislation and a tax qualification ie a bachelors or masters degree in tax law/tax
Qualification in tax law, tax economics or international tax

Finance & Tax, For-credit Intern Resume Examples & Samples

Learn how to prepare international live event tax documents and run general ledgers/ trial balances for a medium sized entertainment company
Hone organizational skills by creating binders and filing away tax returns
Research prior international tour performers remuneration
Working in JDE (accounting software)
Calculate and prepare fourth quarter estimated payment vouchers
Liaise with state and city department of revenue centers to determine current tax payments on account
Intern should be a college junior, senior or graduate student during the 2015 Spring Semester
Student must be able to provide proof of school credit eligibility (unofficial transcript, course catalog page, note from faculty advisor or career center staff) Please attach to application before completing
Major in finance or accounting
Candidate must be able to work in Stamford, CT

Tax Team Assistant Resume Examples & Samples

Provide general administrative support to the Cambridge corporate tax function
Create and amend word, excel and power point documents
Perform administration tasks including arranging and organising meetings (internal and external), coordinating receipt of information etc
Print all manager’s email system in a timely manner
Update internal database for both client opportunities on allocated clients and updating client contacts on database as requested by client teams
A' Levels (or equivalent) and/or further education qualification eg BTEC, EDI or NVQ
Evidence of working within a team

Intern Tax Department Resume Examples & Samples

Assisting the Corporate Tax Department in meeting various statutory deadlines imposed by our Federal and State Governments. These deadlines are all relating to
Tribune Company and its many affiliates
Assisting the Corporate Tax Department may entail the following but is not limited to: research, gathering necessary information related to audits, assisting affiliate personnel, tax analysts, and other interns in the preparation of required tax department duties and various projects, while providing administrative support
This individual would work approximately 20 hours per week (hours to be determined by student’s class schedule) and 40 hours during summer break and on breaks between quarters/semesters
Preparation of Federal and State tax returns and analyze detail information submitted by operating companies
Coordinates mailing of Federal and State tax returns
Acts as a liaison between operating companies and corporate office to answer federal, state, and local tax related problems or concerns
Assist in federal, state, and local tax audits, compliance, and special projects in addition to administrative type work deemed necessary
Coordinates responses to inquiries with the operating companies
Continuously strives to improve and simplify the information requested by the Tax Department. This serves to reduce the effort required by the operating staff in an increasingly complicated tax environment
General tax department administrative duties
Must be currently pursuing undergraduate or graduate degree in accounting/tax/finance
Working knowledge of computer operations, proficient in EXCEL
Must be organized, detail oriented, accurate and a self-starter
Excellent analytical, writing, and computer skills
Must be able to work effectively under time constraints, and must have the ability to manage his/her normal workload
Prior experience in an accounting/tax/finance environment sufficient to understand accounting/tax/finance procedures and workflow a plus
Knowledge of Peoplesoft general ledger system is a plus

HBO Tax Accountant Resume Examples & Samples

Preparation of the monthly HBO consolidated federal income tax provision (ASC 740) forecast, including related accounting for deferred balances
Preparation of quarterly tax reporting packages focused on HBO’s international activity in support of the consolidated FTC position
Contribute to the annual preparation and review of HBO’s US Form 1120, in addition to underlying US tax compliance within the group structure (e.g. Forms 1065, 5471, 8865, etc)
Responsible for HBO’s federal information tax compliance (e.g. Forms 1099 and 1042)
Assist with the preparation of executive tax dashboards, focusing on tax analytics related to budgets, forecast, and actual comparatives
Provide support in gathering and summarizing information related to IRS audit requests
Update checklists and narratives on a quarterly basis to ensure tax documentation is SOX compliant
Participate, as needed, in collaborative ad hoc tax group projects that may arise from time to time

UK Tax-forecasting Resume Examples & Samples

Close engagement with Tax colleagues across all functions,
Delivery of reliable, accurate information to facilitate effective business decisions by Tax Senior Management,
Supporting Finance to deliver their reporting and control obligations,
End to end management of the reporting and compliance cycle for a portfolio of UK entities and codes, including presentation of the figures to senior management
Responsibility for the management of a number of functional areas with the FRC team, including the Reporting, Forecasting and Compliance cycles
Management of colleagues at an AVP and Analyst level
The team operates under a matrix model and the role includes responsibilities for certain key functional areas
Become a subject matter expert in functional areas
Responsibility for managing deadlines and resources in meeting all deliverables associated with all functional areas
Review and maintain appropriate governance and controls over all functional areas you are responsible for
Identify and deliver improvements in functional areas, as needed
As part of the matrix model, the role includes taking responsibility for a portfolio of entities and delivering on the forecasting, reporting and compliance obligations for the portfolio
Develop relationships with key stakeholders in the relevant businesses and identify and manage tax issues
Work closely with other Tax teams (e.g. FO support, Global Reporting, Advisory, Planning, VAT, Transfer Pricing) to identify and manage tax risk
Good level of knowledge of the following areas
Excellent communicator with the ability to build good working relationships with a variety of teams across Barclays
Good influencing and negotiating skills
Able to work under significant time pressure and prioritise multiple tasks
Works well as part of the team and maintains good relations with team members
Is able to collaborate effectively with colleagues outside immediate team and department
ACA and/or CTA qualification or equivalent
Financial services experience preferred but not required

Tax Semi Senior Cork Practice Resume Examples & Samples

Tax compliance and consultancy for a variety of clients
Personal tax compliance for self-assessed taxpayers
Training a junior staff member in the technical aspects of taxation
Engaging proactively with clients on all tax aspects

Japanese Speaking Tax Team Assistant Human Capital Resume Examples & Samples

Support the arrival and departure briefing process for assignees
Assistance on ad hoc projects
Confident, helpful and approachable contact for clients on a day to day basis
Attend and contributing to regular calls with TTA group in UK practice
Exercise good judgement, with the ability of knowing when to flag issues and when to make own decisions
Receptive to change and a flexible approach

Tax & Treasury Resume Examples & Samples

Review of GST returns
Support in corporate tax planning
Ensure tax reporting procedure and compliance are accurate
Manage hedge balancing and effective forex hedging
Perform cash management activities and financial market analysis
Minimally 3 years of experience in Tax related matters
Strong knowledge of Indirect Tax, Treasury is a plus
Experience in Pharmaceutical or Medical industry preferred
A strong resilience and drive

Fatca Tax Analyst Resume Examples & Samples

Strong knowledge of the current financial services regulatory environment
Proven experience in operational risk management and understanding of governance, issue resolution and reporting; specific focus on FATCA and KYC/AML compliance with a thorough knowledge of Client Onboarding, Account Identification and Due Diligence
Excellent communication and presentation skills (written and oral) and influencing capabilities
Strong project management, procedure development, and problem solving skills
Ability to work independently while at the same time work cohesively within a team
Delivery-focused with ability to pay attention to detail and ensure tasks meet required deadlines and to the required levels of quality
Highly proficient in the use of MS Office tools: Excel, PowerPoint, Word, Visio
Preferred experience in working with FATCA Program Development, Tax Compliance and tax forms, AML/KYCS analysis, financial statements
Preferred experience in complex financial services
Typical qualifications may include
BA in Accounting/ Tax/Finance or related required
Graduate degree preferred

Senior Auditor Tax Resume Examples & Samples

1+ year of IT Audit experience
Previous experience with Accounting Systems consulting
Previous experience with Financial Systems, General Ledger Implementation, IT Audit, and Application / Infrastructure Controls

Accountant Audit & Tax Resume Examples & Samples

Strong Technical skills pertaining to Financial Statement Preparation and Review
Previous experience with Audit (Financial and Operational), GAAP, GAAS, and Tax (Compliance; Corporate; Individual; Partnership)
Nonprofit industry and yellow book experience

Tax / Audit Senior Resume Examples & Samples

3+ years of public experience with well-rounded tax and audit/accounting skills
Exposure to corporate, partnership, and multi-state tax compliance
Strong client-service and tax-research skills
Proficiency in ProFX software
BA, Accounting

Finance, Tax, VP, Singapore Resume Examples & Samples

Management of ASEAN direct and indirect tax compliance including working with advisors/Controllers on return preparation and review of tax accruals
Direct interaction with IRAS on correspondence, queries, and rulings
Interaction with other ASEAN tax authorities either directly or via local advisors as appropriate
Advising different businesses on transactions and products including
Extensive experience of ASEAN financial sector tax issues gained from working with a financial institution, large accounting firm or law firm
Ability to learn quickly and manage knowledgeable senior stakeholders
Ability to operate in confidence
Excellent oral and written communication skills; and
An influential personality capable of participating significantly in industry forums

Tax Documentation Resume Examples & Samples

Manage MIS reporting to management for the renewal process
1+ years Financial Industry Experience
1+ years Client Service Experience
1+ years Microsoft (Excel, PowerPoint, and Access)

Supervisor, Tax Resume Examples & Samples

Support the Manager of State and Local Tax controversy
Obtain supporting tax return workpapers and supporting documentation for audit
Prepare comprehensive calculations and summaries
Prepare local tax returns, as necessary
Enter data into the Tax Audit Controversy data base
Update audit in-progress and statute of limitations logs, as necessary
Update audit summary schedule
Assist with tax refund reviews and claims
Assist with state and local tax planning and other projects as needed
2 - 4 years of tax compliance and reporting experience
Strong income tax compliance skills; state income/franchise tax compliance experience preferred
Ability to effectively manage projects, prioritize and handle multiple tasks, anticipate resource needs and meet deadlines
Attentive to detail and strong analytical skills

Tax Accountant Senior Associate Resume Examples & Samples

Prepare and file various types of more complex tax returns, in accordance with firm policies, procedures, and statutory requirements. These include sales and use, personal property, business license, individual partner returns (property, sales, payroll), other miscellaneous tax returns, and other types of statutory filings
Perform general accounting activities, including reconciling more complex, higher volume-related tax accounts, and preparing journal entries
Research and analyze processed accounting transactions and paid invoices, to confirm correct application of tax
Perform tax research, and prepare responses to inquiries from various tax jurisdictions and Ernst & Young business leaders. This may involve reporting and analyzing financial information
Work directly with state or local auditors, to research issues and prepare audit responses. These should minimize exposure, by providing supporting documentation
Research tax laws, statutes/regulations, etc. to achieve firm compliance
Working with Ernst & Young office locations, coordinate the firm's annual review of fixed assets. in order to properly report the property value used for local tax reporting
Identify processing, tax and/or accounting issues, and escalate these accordingly
Help with special projects and tax audits, as requested
Identify and determine the taxability of transactions, for all goods and services procured by the firm
Apply sound business judgment when analyzing the nature of goods and services procured, to determine the appropriate taxability
Demonstrate healthy skepticism when analyzing transactional data (e.g., accounts payable invoices, fixed assets records, payroll costs) in the firm's financials
Identify issues that may create potential financial exposure and/or risk to Ernst & Young. Determine the root cause of these issues, and recommend resolutions consistent with established policies and applicable tax laws and regulations
Exhibit professional and sound business judgment, in corresponding and communicating with state or local auditors
Gain advanced knowledge of the firm's business, organization structure, policies, and financial applications (e.g., Global Financial Information System (GFIS), accounts payable, iClick, fixed assets, business objects, Microsoft applications)
May review daily work of less experienced team members and provide feedback, as appropriate
Knowledge of tax, finance, accounting principles, and internal controls
Ability to comprehend firm communications, announcements, and other change management initiatives. Competent at incorporating these changes into the core accounting policies and/or procedures, as appropriate
A minimum of 3-6 years of tax, accounting, finance or related experience
Experience of state and local tax

Tax Reviewer Resume Examples & Samples

Bachelor’s in accounting (master’s in taxation a plus)
5-8 years of experience, preferably some with high net worth individuals, estates, trusts, and foundations
Strong technical skills pertaining to tax preparation, tax compliance, various jurisdiction correspondence, and tax research
Regularly use CCH ProSystem fx or Axcess Tax Preparation as well as BNA Income Tax Planner for individual, partnership, and corporate tax projects

Accounting & Tax Generalist Resume Examples & Samples

At least 5 years of audit/accounting/tax experience
Preparing and compiling tax returns
Reviewing and auditing financial statements

Assistant Supervisor, Tax Resume Examples & Samples

Bachelor's degree in Accounting /Finance/Tax applicable area of expertise or equivalent experience
More than 3 years of experience in the position above in financial institution
Knowledge : CPA desirable, US Corporate Tax, Withholding tax
Computer Skill : Microsoft Excel, Word, (Access desirable)
Understanding of all phases of creating the financial statement
Advanced documentation and communication skill
Accurate and diligent work capability
Proactive and innovative mind
Strong communication skills, oriented to effective team work
Assistant Supervisor in charge of Tax
Prepare, check and verify Federal, NY State, NY City, Withholding tax, FATCA requirement, sale/use tax
Quarterly estimation tax
Annual tax return
Collaborate combined tax filing with affiliated company
Manage tax audits, prepare and organize the IDR
Consult and negotiate with external advisory
Change management regarding the tax rule and regulation
Work with VP/AVP to improve the operations, issues related to corporate tax/transactional tax including new product or structured finance/investment
Develop/Implement tax related compliance procedures/manual and support other departments in tax area
Address new tax regulation such as FATCA, Federal, State, City rules
Works with IT group in the automation projects to develop internal application to minimum manual intervention and to limit the use of spreadsheet
Validate significant changes in transactions and ensure data reflect current business and market activity in the preparation of tax filing
Engage specific project and seek solutions for tax area
Backup for general accounting, regulatory reporting, reconciliation operation
Assist others as required and perform tasks as assigned by management

Tax Trainee Resume Examples & Samples

Dealing with own client portfolio
Other ad hoc project works as and when required
An honours university degree in business, accounting, mathematical discipline (minimum 2.1)
The successful Tax Trainee will be expected in the first instance to pursue an AITI Qualification (full educational support will be offered to the successful candidate)
Exceptional communication skills both written & oral
The ability to work independently and within a team
Strong level of IT literacy

Big-tax-r&d-manager Resume Examples & Samples

Advising large companies and SMEs on the opportunities to claim R&D credits and patent box
Overseeing and managing delivery of R&D credit claims and patent box claims from start to completion
Keep up to date with changes and developments in R&D, creative sector and patent box

Senior Associate Expatriate Tax-big-bristol Resume Examples & Samples

Qualified / Part qualified ATT and/or CTA or equivalent qualifications
Two to three years experience in expatriate or personal taxation
Highly numerate with attention to accuracy
Work well under pressure to ensure tight deadlines are successfully achieved
Build and develop strong relationships with both clients and colleagues

Tax Semi Senior Resume Examples & Samples

To assist the Tax Manager and Partners with Consultancy Projects
Reviewing the legislation in respect of all Taxes to provide Consultancy Advice
Preparation of Tax Advice in both letter and report format
Preparation of tax returns to include Income Tax, Corporation Tax, VAT and Capital Gains Tax
AITI Part Qualified Tax Consultant with at least 1 years experience working in a tax role
Be a team player but also have the ability to work on own initiative
Strong communication and Presentation skills
Able to work under time pressure

Tax Trainee Resume Examples & Samples

Develop an in-depth knowledge and understanding of EU VAT legislation and its application
Provide consulting advice and practical assistance to clients on a wide variety of international VAT issues
Offer technical advice in relation to international VAT registrations and compliance issues
Research, interpret and Implement EU legislation
Manage and observe changes in EU VAT laws/regulations
Fluent(written & spoken) English and Italian or German
3rd Level Qualification; Business, Finance/Accounting, Law
Ambitious individual with a strong desire to pursue a career in VAT / Indirect Tax
Client focused and commercially aware (essential to manage multiple client relationships)
Ability to deliver and implement solutions
Strong analytical and problem solving capabilities
Ability to work independently (on own initiative) as well as within a team
Strong communication skills both written and orally
Excellent computer skills, Excel and Word

Tax Consulting Manager Resume Examples & Samples

Review of tax computations and returns for large groups
Qualified accountant (Chartered Accountant or equivalent) and member of the Irish Taxation Institute
Minimum of three and a half years in a professional tax environment and at least one year experience in a Manager or Assistant Manager position

Tax Valuation Manager Resume Examples & Samples

Managing large, multi-disciplinary projects across multiple jurisdictions
Engaging with our clients from shop floor to board level
Preparing detailed technical analysis covering a wide range UK and international tax issues
Coordinating with KPMG's transfer pricing, international tax, indirect tax and advisory specialists on a range of topics
Extensive experience in a Transfer Pricing, Indirect Tax or International Corporate Tax environment, in practice or in-house, preferably with some relevant experience in TVC projects
Proven project management skills and a high level of organisation
Deep technical knowledge combined with a commercial and pragmatic approach to tax planning
A willingness to think beyond tax

Top-tax Technical Senior Manager Resume Examples & Samples

Writing briefing notes on new tax developments
Writing articles for our Client's publications and the website
Writing commentary and notes on the Budget statement
Development and delivery of internal training material
Some responsibility for updating and monitoring tax risk management policies and procedures, including the internal Tax Manual
An oversight of the tax library and publications contained therein (online and in hard copy)

Process Expert Tax Resume Examples & Samples

Centralized business process governance
Portfolio planning, demand management and prioritization
Analysis of business requirements and the identification of process improvement opportunities, aligned with business KPIs, which can be delivered via the Mercury solution
Robust governance, stewardship and audit of Mercury data
Effective governance and management of the Mercury control framework
Oversees all aspects of the process and product or sub-product
Evaluates, presents and secures business case approvals
Manages impacts to other processes and products
Lead, along with the Technical Support Team, the delivery of process updates and enhancements
Acts as secondary/tertiary escalation point on hard to resolve system issues
Primary liaison with the Global Working Community for assigned area
Work with Global Process owners and users to establish the overall strategic direction for the process
Manages the life cycle of defects and enhancements
Approves prioritization of defects and enhancements working with clients as appropriate
Responsible for design and documentation of functional requirements
Responsible for staff development and performance management
May be called to lead projects across functional and technical areas
Communications/Training/Documentation
Analyze and decipher diverse requirements from multiple countries
Assess and recommend system changes based on clients’ needs, firm policies and global template design
Work with the team to classify and prioritize defects related to the process/product and make decisions based on the assessment
Provide guidance and analytical expertise on enhancement requests raised by working communities. Recommend other system and/or process changes to senior management
Analyze and determine cross-functional impacts of changes
Coordinates the work effort between products and modules
Receives direction rather than supervision
Manage the activities of one or more Processes
Participate in the selection, development, monitoring of, performance management and overall improvement of several process team members
Actively develops team members and direct reports by providing day-to-day guidance, feedback and on-the-job coaching
Assists in preparing and tracking budgets
Responsible for compliance with performance management objectives
Mentor and counsel staff members
8+ years’ experience in a large business system environment, performing business analysis, business development, and/or project systems management
Direct experience in complex management activities, such as business development, application development/deployment
Direct experience in managing staff and budget
Project management training, practical application, business analysis, sales, marketing, business development or relationship management experience is preferred
Functional and/or technical experience in supporting global systems (e.g. SAP) including knowledge of data flows, processes and best practices
Proven knowledge of software development lifecycle methods, processes, tools and best practices (information systems including finance, procurement, service delivery, CRM, etc.)
Advanced documentation, communication and presentation skills that support accurate and concise messaging
Excellent interpersonal, client service, communication, organizational, and project management skills
Excellent problem solving and decision making skills
Ability to react appropriately during crisis situations
Operate in a global matrix environment

Tax Accountant Sales & Income Resume Examples & Samples

2+ years of Accounting and Taxation-related experience; 2+ years of experience in preparing State and Local Income and Sales/Use Tax returns; 2+ years of experience in researching State Income Tax issues related to Compliance
Bachelor's Degree in Accounting, Business, and/or Finance
Working knowledge of GAAP/IFRS
Exposure to tax software packages
Working knowledge of OneSource

Tax Process Analyst Resume Examples & Samples

Provide tax systems analysis support for Business VAT Managers working within the GE Capital International Indirect Tax COE
Work with stakeholders from various business functions and corporate to determine and document VAT/GST processes and system requirements for simplification/improvement initiatives
Provide detailed analysis and documentation for, VAT return and VAT pro rata changes
Provide supplementary support to the platform tax teams on projects such as system automation and Oracle reporting
Maintain and develop on-line support tools such as Entity Data Management (VAT/GST database) Issues Tracker and Capital International VAT/GST website
FastWorks VAT/GST automation project
Work with Corporate FastWorks team to help develop and implement long term GE solution for automation of VAT/GST reporting process
Ad-hoc
Provide advice and assistance to Tax Operations in the month/quarter end close process for ETR and tax postings
Review/analyze business processes to identify/implement/propose improvements and efficiency savings
Identify system improvements for VAT/GST determination / reporting
Design VAT/GST reports
Translate business requirements to functional specifications, test cases etc
Monitor project process, defects, eg. trackers, resolving issues
Identify and implement controls
Create and maintain SOPs
Assist business with VAT/GST return cycle, issues, reconciliations etc
Assist business with testing system changes etc
Support business with IT processes and communication with IT, eg. access, change requests etc
Identify critical process issues and rectify actions to resolve
Data integrity - ensuring completeness and accuracy of data
Train business users, finance, ops staff in systems and processes
EDM enhancements, completion
SupportCentral Forms, design, implement, maintain
VUM data collection
Functional Finance Controllership/VAT/GST/Business Analyst background
Oracle Discoverer GL, creating GL reports, querying data
Some SQL, database structure experience, CMS
Ability to communicate effectively with people from diverse backgrounds
Analytical/Critical thinking (Ability to breakdown complex problems to complete root cause analysis and consider various solutions for implementation. Devise/evaluate multiple solutions, ask questions, curious)
Self-starter/management, proactive approach to solving problems and improving processes
Highly efficient and organized, able to manage and deliver on numerous competing priorities
Team player, work co-operatively in a team environment and across different functions
Ability to perform well under pressure and in dynamic environments - ability to multi-task on various projects
Hard working and highly motivated
Excellent understanding of finance reconciliation processes
Green Belt certified a plus

Svp, Audit Tax Resume Examples & Samples

Partnering with the Department's business, product and technology audit teams as needed
Establish and maintain ongoing relationships with headquarters, business and functional leadership for the subject areas
Create, manage and maintain a high performing team of domain experts and provide effective coaching and team member development for both in-house and co-sourced resources
Proactively advance integrated auditing concepts and use of technology. Closely follows latest trends in own field and adapt them for application within own job and the business; and
Provide requested information to regulators and work to assess and validate examiner findings
Bachelor's degree required; Certified Internal Auditor (CIA), Certified Public Accountant (CPA) or related certification preferred
Minimum of 10 years of experience in tax
Experience designing, implementing and/or auditing of key elements of a large multi-national corporation
Must apply via COS (internals) or through www.gecareers.com (externals) to be considered for this position
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening
Experience of US tax as it relates to financial institutions
Previous Big 4 or ex-regulatory experience will be considered
Demonstrated ability to navigate a global matrix organization and possess the ability to collaborate and influence change at the highest levels of the organization
Demonstrated experience in driving transformational change at other complex and diverse institutions
Experience in financial services operations in multiple jurisdictions
Strong understanding of industry leading practices within the subject areas and the ability to apply them within the GEC organization
Proven ability to lead and direct personnel across multiple locations and operations and work in a matrix-type organization
Ability to provide training and advice to audit teams performing tax related audits
Proven skills as a strong risk advisor and respected business partner to provide real time feedback on strategies and controls
Multilingual beneficial but not required
Excellent analytical, decision making and time management skills; and
Exceptional oral and written communication, presentation, interpersonal, and facilitation skills

Tax Project Manager Resume Examples & Samples

Tax Research and Planning
Bachelor's Degree in Accounting, Finance, or Pre-Law, or equivalent experience
Minimum 7 years Big 5 experience or equivalent in Banking or Corporate Tax
Must have experience with banking taxation issues
Knowledge of Microsoft Office Products, online and hard-copy research products essential, Corptax software products helpful
Excellent communication, organizational, and analytical skills imperative. Integrity and a desire to work in a team atmosphere is essential

Tax Research Manager, Information Report Resume Examples & Samples

Will support the Informational Reporting team by providing research on regulatory questions and issues raised by the team in support of all areas of the bank
Coordinate the technical research of taxation issues under the direction of the Director of Information Reporting
Manages the implementation of tax planning initiatives and provides post implementation

Senior Trust Tax Accountant Resume Examples & Samples

Federal compliance, review, and preparation of interim/year-end tax reporting including
Conduct tax research to support tax compliance
Prepares and audits the preparation of federal and state estate, fiduciary, individual, and other tax returns
Advises Trust Officers, customers, attorneys, and accountants on tax matters which affect the management of accounts
Assists in the audit of tax returns, tax planning, and post mortem tax issues
Researches and analyzes tax problems and new or proposed changes in tax law and regulations
Gather, analyze and review data relating to calculation of fiduciary and individual quarterly estimated tax payments
Reviews tax plans to minimize individual overall estate and income taxes
Establishes and maintains records and information pertinent to taxes and trust accounts
Provides functional and procedural guidance to Trust Tax personnel
Research fiduciary and individual tax income tax issues during tax preparation or audit
Participates in new business efforts to meet aggressive sales goals
Frequent interaction with customers
Frequent interaction with other areas of Trust and the Bank
May supervise lower level employees or serve in mentor role. Reviews completed tax returns of Trust Tax Accountants as required
Bachelors Degree and at least 3 years experience
CPA/Enrolled Agent preferred
Proficiency with word processing and other various software
Mastered knowledge of Amtrust System
Mastered knowledge of Trust Tax process
Mastered knowledge of tax software
Consistently meets productivity goals
Sales skills
Telephone etiquette
Management skills-Teambuilding
Management skills-Delegation
Management skills-Coaching

National Tax-indirect Resume Examples & Samples

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 degree with an emphasis in accounting, finance, or economics preferred; an advanced degree in tax or law is highly desirable
Advanced organizational, analytical and verbal/written communication skills

Entry Level Tax Associates Resume Examples & Samples

Preparing Federal and State partnership tax returns utilizing GoSystem Tax specific to hedge funds and fund of funds that include
Masters degree in taxation or accounting a plus
Minimum 1+ year(s) experience using GoSystem Tax

Tax-deals Resume Examples & Samples

CTA qualified or ACA qualified
Strong technical ability and analytical skills
Tax and private client experience
Good communication skills, both verbal and written
Good networking skills and the ability to work under time pressure is also important in the M&A MTAG environment

Tax-financial Services Resume Examples & Samples

Tax support for clients on investments, side fund structures, exit arrangements and portfolio management
Liaising with overseas offices on international issues, coordinating advice from technical specialists on Stamp Duty, VAT, PAYE or valuations etc. and liaising with administrators, lawyers, regulatory advisors and audit teams to implement tax structures efficiently
Working with the team to seek new business as well as being involved in business development and industry initiatives

Tax R&d Manager / Senior Manager Resume Examples & Samples

Proactively managing a portfolio of R&D and patent box clients and winning new work
Advising clients on patent box, modelling benefits, preparing claims and supporting documentation
There will be opportunities to get involved in developing the business and identifying new opportunities for R&D and patent box work
Coaching and developing more junior members of the IIG team

Tax Dispute Resolution Specialist Resume Examples & Samples

Inquisitive mindset
Interpersonal and team working skills
Demonstrable relationship building skills
Evidence of good client service
Experience of dealing with HMRC enquiries/ investigations would be helpful but is not essential
ACA / CTA / current or former HMRC officer

Tax Inbound & Ftse Corporate Manager Resume Examples & Samples

Corporate tax & advisory skills
Ability to build and maintain relationships
Coaching and mentoring
Delegation
Tax technical skill

Tax Inbound & Ftse-corporate Resume Examples & Samples

Audit of tax skills
Leadership skills
Relevant experience gained ideally in an accountancy / legal firm
Excellent team playing skills
Good organisational and people skills

Director of Tax Resume Examples & Samples

Federal and State tax compliance for MLP and corporate entities
Calculation of Annual and Quarterly income tax accruals
Oversight of K-1 review and processing
Research and planning, tax modeling and special projects, as needed
Maintain current knowledge of tax laws impacting MLPs and the midstream energy sector
Interact with external service providers and internal departments, staff and C-level executives

National Tax Office Manager Resume Examples & Samples

Develop and execute work plans designed to identify and quantify qualifying research expenses and sustain research credit claims
Lead technical interviews with client personnel such as scientists and engineers
Develop appropriate quantitative and qualitative documentation to support research credit claims based on client’s facts and circumstances

Fiduciary Tax Cost Accountant Resume Examples & Samples

Cost Basis Adjustments - Update the fiduciary accounting system and the tax software to reflect changes in the cost basis of a security. The adjustments can be the result of a change in basis reported by the trusts relationship manager, annual partnership or S corporation basis adjustment process, capital changes (e.g. mergers, spinoffs), wash sale process, or step-up in basis due to death
Charitable Remainder Trust Processing - Calculate the annual beneficiary payout as determined by the trust instrument and notify the trusts relationship manager of the payout amount. Run internal reports that reflect the year end cost basis and market values and input these amounts into the trusts annual tax return using the tax software
Co-trustee 1099 Processing - For trusts where an individual co-trustee has requested an annual Form 1099-MISC to report his or her fiduciary fees for the year, calculate the total fees paid to these fiduciaries, verify the trustees personal identifying information, prepare Forms 1099-MISC on the tax software, and coordinate issuance of the Forms 1099-MISC to the co-trustees
Perform other related duties and projects as requested
Internal contact within the Tax Section or other WAS and ICS departments
Bachelor's degree in Accounting or Business-related field, or in lieu of degree, minimum of four years relevant accounting or bank experience
Minimum of three years accounting or bank experience
Excellent PC skills with a thorough knowledge Microsoft Office to include Excel and Word
Superior attention to detail
Ability to work independently and as a member of a team
Bachelor's degree in Accounting preferred
Two years accounting experience with a financial institution or public

Head of Tax Europe Resume Examples & Samples

Lead and monitor a small internal UBS tax team in Europe which will report to you and support you in your daily work
Working closely together with and monitor external tax advisors and tax lawyers to support UBS colleagues with the tax structuring and tax risk management requirements of the Real Estate Funds in Europe, and possibly also globally
Support the product development teams in Europe with the tax structuring of new Real Estate products
Support the UBS Portfolio and Fund Management teams with all tax related topics, including the overview and monitoring of the tax compliance obligations of the relevant Real Estate Funds
Provide tax support with transactions as well as reorganizations of Real Estate Structures, and manage external tax advisors in this context
Manage the tax reporting of certain fund products, if needed (such as German, UK, Swiss and / or Austrian Tax reporting) and ensure that it will be done properly and in time
Support the UBS teams with the engagement of external tax advisors and lawyers, including the negotiation of budgets for bigger Fund projects
Working closely together with other stakeholders within UBS, for instance in the areas of compliance and risk management, and support the colleagues in UBS Group Tax where needed
Some traveling within Europe might be required in order to meet with other UBS GRE colleagues as well as external tax advisors

Financial Services Research & Development Tax IT Resume Examples & Samples

Assisting in interviewing clients’ senior technical staff in order to develop an understanding of the technical characteristics of the projects undertaken
Documenting meetings and interviews in written format
Working in a team environment with tax specialists to prepare R&D claims
Assist the team in management of internal work processes; tracking and maintaining the status of client engagements and pursuits
Lateral thinking in relation to innovative approaches and solutions to compiling the claims based on the company’s circumstances
Previous R&D tax knowledge is NOT required for this role
Technical industry knowledge and experience in the Financial Services IT, software or high-technology sectors
Relevant qualifications in the specific area of expertise required for example masters in engineering for example masters in electronic engineering or bachelor’s degree in computer science
Technical expertise in your discipline and understanding the commercial/technical issues faced in this sector
Excellent report writing and communication skills
Advanced interview skills and presenting ability
Be able to work in a team based and consultancy environment
Ability to identify and manage areas of risk, know when to refer upwards, demonstrate good judgement, objectivity and independence
Good client relationship management skills with the ability to understand client’s needs and deliver quality outputs to clients
Ideally suited to candidates with a professional services background (Big 4, mid-tier or consulting firm) or from industry

Financial Services Research & Development Tax IT Resume Examples & Samples

Lateral thinking in relation to innovative approaches and solutions to compiling the claims based on the company’s circumstances and opportunities in tax legislation
Previous R&D tax knowledge is NOT required for this role although this would be highly advantageous
Strong, broad technical industry knowledge and hands-on experience in the Financial Services IT, software or high-technology sectors
Relevant qualifications in the specific area of expertise required for example masters in electronic engineering or bachelor’s degree in computer science
Excellent report writing, communication, interview skills and presenting ability
Ability to assist in defending technical aspects of R&D tax claims (previous R&D tax experience is not a necessity; this is something that the successful candidate will learn on the job)

Financial Services Research & Development Tax Tax & Costing Manager Resume Examples & Samples

Understanding and interpreting financial databases and ERP systems
Responsible for high quality delivery of advice and solutions to major Financial Services clients, ensuring management of risk and reputation
Producing project budgets and timetables that are efficient and cost effective, tracking and maintaining the status of client engagements and pursuits

Tax Semi Senior Resume Examples & Samples

Preparation of tax returns including income tax, corporate tax, VAT and PAYE
Managing tax deadlines for a portfolio of personal and corporate clients
Assisting tax director with ad hoc assignments
Other ad hoc projects when required
2 years' experience working in tax within practice
Part 2 AITI qualified
Prior experience in corporation tax compliance essential
Excellent communication skills (both written and oral)
Ability to work well both independently as well as part of a team

Tax Reviewer Resume Examples & Samples

10+ years of Tax / Review experience
Knowledge of CCH tax systems
Knowledge of income taxes on behalf of taxpayers that earn income in foreign countries

100

Junior Tax Analyst Resume Examples & Samples

Assist the team in maintaining Excel-based distribution models, including the preparation of distribution calculations, reconciliations, supporting schedules and conducting reviews
Support special projects and ad-hoc analysis, as assigned
Assist in the preparation of tax forms and related schedules
Conduct tax research and analysis, as directed
Assist in various administrative duties
Intermediate financial accounting and business knowledge
Understanding of investment industry (e.g. IFIC, CFA, CSC) is an asset
Good time management and communication skills
Good organization skills and detail-oriented
Basic tax knowledge, investment industry tax knowledge an asset

101

Big-tax Inbound & Ftse-corporate Resume Examples & Samples

Qualified ACA / CTA (or equivalent)
A strong academic background
A commitment to continuing to enhance technical and other knowledge and skills
Willingness to take on new and challenging work
Self-motivation; and

102

Tax Team Manager Resume Examples & Samples

Bacherlor's Degree with a major in Accounting or Finance
6-8 years relevant Tax experience with increasing responsibility including leading supervision of staff
Knowledge of sales & use and property tax regulations in an automotive lending environment
Extensive financial and tax software knowledge. (i.e. Vertex, Property Tax Management System, Oracle, Business Objects)
Strong Computer proficiency
Be able to communicate effectively with various levels of management, taxing authorities, and customers
Have an understanding of titling and registration requirements within the 50 states and District of Columbia
Strong negotiation skills
Strong knowledge of Regulation Z, Regulation M, Patriot Act, Gramm Leach and Biliey Act
Master of Taxation

103

FS Tax-private Equity Senior Manager Resume Examples & Samples

Structuring of new funds including Carry, Co-Invest and GP arrangements
Assisting clients with tax reporting for the Fund vehicles, investor reporting, General Partner allocations, carry reporting, personal tax reporting and tax computations for management vehicles both corporate and LLP
Coaching and training team members as a central role and participating in the planning and strategy for the group

104

UK Tax Accountant Resume Examples & Samples

The preparation of a dozen corporation tax computations for submission to HM Revenue & Customs, using Alphatax software
Tax payments and group relief coordination
Analysis of information from the bank's accounting systems
Preparation of monthly, quarterly and year-end tax provisions
Reviews of draft statutory accounts

105

GL & Tax Accountant Resume Examples & Samples

Preparing monthly reconciliations and the month end purchase and sales reconciliations. Review of finance workings and VAT workings for sales and purchases and investigation of any reconciling items
Liaise with VAT team to investigate VAT related issues
Consolidating month end reconciliations across all EMEA ledgers and preparing the month end journals for each EMEA ledger
Preparing FX Analysis at month end and communicating impact of this to GL Team leader
Liaise with external auditors to support the above CSC workings/process for interim and year end audit and prepare the audit file for the same
Support integration of new sites onto SAP and into the central supply chain process
Close involvement with the direct and indirect tax teams to identify new flows and to determine correct accounting and tax treatment of each
Assistance in budget and projection exercises
Assist in ad-hoc and project requirements
Accounting qualification (ACCA/ACA required) at newly qualified level
Strong technical accounting skills with high level of attention to detail
Experience working with various accounting standards a plus
Strong analytical skills- ability to proactively identify and resolve issues
Advanced excel skills essential
Knowledge of SAP preferable

106

AMG Tax Accountant Resume Examples & Samples

BS/BA in Finance, Accounting, Economics, Business, or Law preferred. MBA or LLM beneficial
3+ years tax preparation experience preferred
Ability to prepare personal tax returns of moderate to highest complexity
Expertise in facilitating risk controls
Effective communication skills to facilitate resolution of tax issues with authorities
Proficiency in Word, Excel, PowerPoint, Lotus Notes, ProSystems. OneSource and Siebel experience is helpful

107

AMG Tax Accountant Resume Examples & Samples

3-5 years tax preparation experience may be substituted for educational requirement
Ability to prepare fiduciary tax returns of moderate to high complexity
Demonstrated fiduciary tax expertise and legal/tax research skills
Active Enrolled Agent, JD or CPA
Expertise in performing secondary review of simple to moderate accounts types to facilitate risk controls and support and training opportunities of less experienced preparer

108

Tax Solutions Enablement Manager Resume Examples & Samples

Meet business Region, SSL, engagement team and client needs
Continually improves technology to address changes in the market place
Is actively deployed by the sponsoring business unit
Generates maximum ROI from funding and incremental investment in the product
Fits with the EY business and technology strategy and Vision 2020 – this could include replacement of applications with strategic, global solutions
Strong knowledge of EY or other Big Four Accountancy firm’s Tax Businesses. This knowledge could have been acquired through working with the EY Tax business in a solutions enablement or technology role or by working directly in the Tax business itself
Demonstrable skills in implementing technology in the business, especially the Tax business
Knowledge and experience of Product Management, Organisational Change Management and Project Management methods
Fluent English language speaking. Other language skills are also of benefit given the multi-country nature of the role
Strong interpersonal and communication skills, both written and verbal

109

Domestic Tax Analyst Resume Examples & Samples

Undergraduate degree or equivalent experience required, advanced degree in accounting, finance, tax preferred
Minimum of 4 years federal and state and local income tax experience with a multinational company
State and local income tax audit experience required
Self-starter and ability to work independently with minimal oversight
Experience with complex projects and geographically diverse teams
Strong accounting, systems and spreadsheet skills (Excel, Access)
CorpTax experience a plus
Excellent project management, problem solving and analytical skills

110

Tax Analyst Americas Resume Examples & Samples

Typically 2-4 years of related experience in finance or accounting
Advanced knowledge of professional accounting and financial reporting systems
Developed financial and business acumen

111

Tax Program Manager Domestic & Global Resume Examples & Samples

Manage the quarterly foreign income tax provision process for Europe and Emerging Markets
Maintain cumulative E&P schedule and foreign tax pool
Assist in Provision Automation projects
Assist in the preparation of international portions of the US federal income tax returns (Forms 1120F, 5471, 8858, 8865, disclosure statements, etc.)
Review quarterly calculation of foreign current tax provision and deferred taxes prepared by local controller and/or outside service provider
Bachelor’s degree in Accounting or related discipline required (CPA/Masters in Tax preferred)
Minimum of 6 years of tax experience in public accounting and/or corporate tax department required
At least 2 years of tax experience in international tax preferred
Solid understanding of FAS 109 accounting for income taxes required
Working knowledge of tax return preparation software (CorpTax knowledge a plus) and Excel
Good written, verbal and inter-personal skills required. Must be a team player

112

Asset Management Tax Analyst Resume Examples & Samples

Perform data and tax package analysis as well as year-end controls and verification
Ability to identify areas of improvement and recommend efficiency enhancements
Liaise with business partners to assist in the development, enhancement, and implementation of best practices (other areas of Wealth Management, Investment Bank, and the firm)
Provide tax guidance to other operational teams (Income, Corporate Actions, Mutual Funds, CSG, and internal/external colleagues)

113

Tax Gain & Loss Project Manager Resume Examples & Samples

Skilled Project Manager with a strong track record of managing full project life cycle
Project planning and control
Governance / stakeholder management
Issue and Risk Management analysis
Document screens and screen flows
Document business rules and reference data requirements
Liaise with Operations and Business Unit to ensure that business requirements have been correctly understood and documented
Liaise with IT colleagues to ensure that business requirements are clearly understood
Oversee/carry out test execution
Co-ordinate and provide training for test users during UAT
Produce user manuals and reference materials, as required
Produce training materials and participate in the delivery of training, as required
Input to production support of the deployed process/system, as required
A good understanding of Operations and Tax Gain/Loss knowledge
Knowledge of tax lot accounting principles for all product classifications such as Equities, Fixed Income and Options
Understanding of Cost Basis specific regulations such as Wash Sales, Inheritance and Transfers
Good understanding of the relationship between Gain/Loss and Tax Reporting inter dependencies
Demonstrated Project / Software Delivery Management skills including issue and risk management, planning and control
Demonstrated problem solving and business analysis skills, i.e. the ability to structure an approach to work through and solve complex and ill-defined problems and issues
Experience in consulting or other project management roles
Management of multiple teams across locations
Tax and or Gain/Loss experience a plus

114

Pm / ba Ib Tax Domain Experience Resume Examples & Samples

Bachelor’s degree in Accounting, Tax, Finance, or related discipline
5+ years of experience with large scale change initiatives
IB expertise in at least one functional area
Experience working in a project management capacity
Knowledge of Derivative Products

115

Tax Managing Director Resume Examples & Samples

Demonstrate proactive client contact; viewed as a trusted business partner
Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
Coach staff on business development strategies
Could have direct profit responsibility for specialty practice
Responsible for ongoing planning, marketing and business development of a specialized department
Responsible for team and or department meeting budgeted goals
Responsible for practice billing and timely collection of fees
Participate in various administrative aspects of managing business unit
Establish team environment and a positive culture
Ensure quality control standards are met
May be a member of the Senior Operations Management Team
10 years of experience in public accounting or related field
10 years supervisory experience
Strong construction accounting experience is preferred
Active participation in industry groups such as: Construction Financial Management Association (CFMA); Associated Builders and Contractors (ABC); Suburban Contractors Association (SCA) is a plus
Proven high level of business integrity, client service and leadership skills

116

Director of Tax Transaction Services Resume Examples & Samples

Develops, grows and serves as a firm technical resource for the U.S. income tax aspects of financial due diligence and mergers and acquisitions (M&A)
A key player within the firm private equity practice, including building relationships and delivery of services
Writes and/or co-authors due diligence and M&A articles for publication
Bachelor's degree required; Master’s degree in Taxation or JD with LLM in Tax preferred
Minimum of 7 years of specialized in Transaction Services experience, specifically including financial due diligence and mergers and acquisition tax consulting
Must be willing and able to travel up to 50% domestically and internationally

117

Advanced Analyst Human Capital Tax Resume Examples & Samples

Good grasp of baseline tax technical issues and processes; an understanding of more complex technical issues
Review simple and some working-level returns
Consistently provide high quality work
Take on a more advanced role on less complex assignments
Demonstrate an ability to supervise, review, develop and delegate to Tax Analysts
Maintain collaborative relationships with EY colleagues
Assist Seniors and Managers on special projects, as requested
Demonstrate professionalism and poise in demeanour, attitude, communication, behaviour and interaction with others
Motivate, inspire and coach Tax Analysts
Mentor new members of the team
Contribute actively to creating a high performing team
Good grasp of baseline tax technical issues

118

Avp, Audit Tax Resume Examples & Samples

Bachelor's degree and a minimum of 4 years of relevant experience or equivalent experience as GE program graduate or High School/GED and 8 years relevant experience; Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA) or related certification preferred
Understanding of the relevant regulatory requirements for the subject areas and preferred past experience working with regulatory bodies (e.g., Fed, OCC, etc.)
Eligibility Qualifications
MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OFTHE FEDERAL DEPOSIT INSURANCE ACT
Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check
Must be willing to travel up to 30% of the time
Fluent (speak, read and write) in English

119

Tax Resource Manager Month Ftc Resume Examples & Samples

Proactive liaison with SL partners, directors and managers to understand client requirements and the wider needs of the business, to facilitate effective resourcing decisions
Attend regular resourcing meetings with representatives from the business
Oversee analysis of business forecasting eg chargeable hours, utilisation and headcount against budget and driving actions and behaviours accordingly
Provide commentary on projected pipeline, utilisation, non-chargeable activities and availability levels
Support the performance and counselling process within the business, including management of high and low performers
Business contact for agreeing recruitment hires
Oversee management of timesheet policy enforcement within the business
In conjunction with Operations Director, business budget approver for specified costs eg training, work permits, leaver costs etc
Involvement with SL Leaders around strategic business goals and other business specific matters
Delegate and coach members of the Resourcing team and provide guidance and support as required on day to day activities
Ability to work under pressure, to tight deadlines, and to communicate competing demands effectively
Proactive communicator and willing to share information
Exercises good judgement, knows when to flag issues and when to deal with independently
Proven experience within management roles within an operational, HR or resourcing/recruitment background

120

Sales Tax Account Resume Examples & Samples

Prepares necessary tax returns and submits required payments
Ensures deadlines are met for tax returns, payments and financial reporting
Mainly a compliance focused role
Maintains Indirect Tax calendar
Maintains compliance software

121

Tax Project Analyst Resume Examples & Samples

Assisting Group Tax with M&A activity and related financing/structuring
Assisting Group Tax team with the identification and implementation of strategic tax planning opportunities
Assisting Group tax in modelling the cash tax and effective tax rate implications associated with M&A activity and strategic tax planning opportunities
Supporting the Group Transfer Pricing Manager in managing global transfer pricing planning, implementation, compliance and tax controversy activities
Responsibility for the implementation of tax processes and controls associated with the Groups SOx compliance goals
Support group tax in dealing with ad-hoc compliance and consultancy queries across all tax heads
Recognised tax qualification, accounting qualification beneficial
At least 4 years international corporate tax experience ideally gained in a big 4 firm or within a multinational
Strong interpersonal and communication skills with a flexible attitude to work
Excellent project management experience

122

Tax Accountant Analyst Resume Examples & Samples

Responsible for the preparation and timely filing and payment of Sales & Use, Income Tax, Telecommunications, and Property tax returns for all the companies and its subsidiaries
Responsible for 1099 compliance
Responsible for processing and maintaining tax exemptions
Responsible for maintaining complete and organized tax files
Assist with the reconciliation of all general ledger tax accounts
Assist with audits and undertake special projects as needed
Participate in tax research and planning
Minimum 2+ years of experience in corporate tax and accounting
Bachelor’s degree in Tax / Accounting or equivalent
Have a working understanding of state and local tax laws
Strong working knowledge Excel and business tax software
Highly organizational and excellent planning skills
Fluent Bilingual – English /Spanish

123

Canadian Tax Specialists Resume Examples & Samples

Ensure that tax instalments are made on a timely basis and correctly calculated and adjusted to consider revised forecasts, audit adjustments so as to minimize non-deductible interest
Assist in external tax audits
Carry out all duties in accordance with company’s internal policies, procedures and guidelines, as well as the company’s Corporate Constitution and Employee’s Charter
Recognized accounting designation or in process of certification
Minimum of 3 years' experience in income tax department of a national accounting firm or industry, preferably with manufacturing corporate tax experience
Effective and efficient communication skills
Maintain good standing in the relevant accounting body, continued self-development, attendance at conferences and on-the-job training

124

Team Lead-gcr Ems-tax Resume Examples & Samples

Starting to identify ways to increase value provided to the client
Leveraging knowledge from individuals, databases and other sources. Contributing knowledge objects that can be leveraged by others
Coordinate tasks and direct others in activities
Manage day-to-day administrative issues from Associates and Senior Associates and communicating appropriately to the upper management
Help ensure that Associates and Senior Associates produce quality work products by providing just-in-time side-by-side coaching to Associates and Senior Associates to help them better understand the practical application of the process, enabling tools to their specific engagements
Perform administrative tasks such as following up with Associates and Senior Associates for timely completion of time report
Follow up with the managers on peoples’ progress and performance on a given project
Participate in meetings with Top Level Mgt and thereby forming sub committees for the value addition of any process
Following up with team members who have got Below Expectation feedback
Help design processes for country services where required using existing knowledge of the process
Partake in knowledge migration from EY countries
Help in training and operationalizing new processes within GCR EMS
Process mapping, documentation, checklist creation for efficient knowledge transfer
Lead calls with country services and engagement teams for bringing additional work to GCR EMS
Mentoring Associates and Senior Associates by sharing knowledge and leading practices, answering questions, and assisting with problem solving
One to One coaching of individual team members to enable better efficiency and effectiveness
Serve as a role model on engagement team(s), e.g., behaviors which demonstrate the Practice’s and Firm’s Shared Values
Provides Associates and Senior Associates performance feedback; completes periodic performance reviews in role as Reviewer
Guiding team members on process and business issues
Interview and actively recruit Associates and Senior Associates in coordination with HR
Responsible for career development, mentoring, retention and education matters for team
Support and interface with HR regarding personnel matters
Provide input to the HR on promotions, ratings etc
Developing relationships with Counselees, through formal and informal contact
Providing guidance to Counselees in developing career and performance goals and monitoring those goals throughout the performance year
Honoring confidentiality with regard to the ratings and compensation
Advocating for Counselees, carefully considering their best interests on a long term basis and those of the firm
Working with Counselees in the development of their Personal Scorecard and Development Plan; making sure it is appropriate and realistic
Completing timely and effective Performance Reviews
Developing one’s own counseling skills by participating in programs and other learning opportunities conducted by HR from time to time
Sending of regular appreciation and follow up mails to the team members

125

VP of Tax Resume Examples & Samples

4-12 years of experience
CPA or CA certification
Strong tax technical and research skills
Working knowledge of US corporate tax reporting
Working knowledge of state withholding and reporting
Highly motivated self-starter and quick learner

126

Operations Specialist Tax Lot Accounting Resume Examples & Samples

Associates Degree
No directly related previous experience required
Computer proficiency including Microsoft Office skills, especially Word and Excel. MS Access a plus
Effective communication skills and the ability to relay information well in both written and verbal form
Good interpersonal interaction and able to work well with others
Good customer service approach to work

127

Consultant, Research Tax Credit Resume Examples & Samples

Create detailed reports to substantiate tax benefits
Assist with generating new business
Bachelor’s degree in accounting, business, economics, engineering or related field

128

UK&I Tax Referrals FY Resume Examples & Samples

Building relationships both within the firm and externally with clients, identifying opportunities and managing expectations
Building and maintaining tax relationships with clients and providing exceptional levels of client service
Managing the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
Experienced tax practitioners with expertise in the appropriate sub-area specialism of Tax
Coaching more junior staff (at manager level and above)
Graduate/Graduate calibre or equivalent work experience

129

Tax & Statutory Manager Resume Examples & Samples

Liaising with Regional & Group Tax Directors
Ensure compliance of the Irish Group with Revenue on all Corporate Tax matters
Assist the group with the R&D tax credit claim where necessary Knowledge and application of Deferred Taxation Accounting
Assist the Global Tax Group in various restructures which would include both providing timely tax and accounting information and advice
Provide regular feed-back to the various stakeholders on status, issues, relevant changes in tax legislation
Project manage the statutory accounts process which

130

Finance, Tax, Analyst / Associate, Tokyo Resume Examples & Samples

Dealing with tax compliance work for various GS entities doing business in Japan
Dealing with day-to-day tax related questions from internal clients
Being involved with tax advisory work for financial products / cross border transfer pricing issues / other firmwide projects
Minimum two years of tax compliance / advisory experience in major accounting or law firm; exposure to international taxation and regulations as well as double tax treaties would be advantageous
High integrity and reliability
Strong control awareness and ability to take a global view on issues
Ability to work and obtain results under pressure
Ability to use initiative and come up with innovative solutions and suggestions
Excellent communication skills required
Fluent in Japanese and English
Qualified US or Japanese CPA, CTA or solicitor

131

Financial Services Tax Referrals FY Resume Examples & Samples

Contributing to the efficient and successful delivery of tax services to our clients
Contributing to successfully extracting maximum value for both EY and clients from the tax services delivered whilst managing risk appropriately for both client and the firm
Project management skills, planning and prioritising work, meeting deadlines, monitoring own budget and time

132

R&d Tax Credits Engineer Resume Examples & Samples

Responsible for analysis of project data for RTC eligibility assessment of various projects
Conducts interviews with the R&D project and line organizations on the nature of the projects and activities
Provides detailed documentation in support of the project eligibility
Prepare summaries of engineering documentation describing their contents and why they demonstrate tax law criteria for R&D tax credits are met
Identify gathers and evaluates supporting evidence and documentation from the project teams
Conducts process improvement activities to ensure an efficient use of resources to support the Ericsson RTC claim
Participate in meetings with tax department personnel as required
Helps to coach and train the line and project management on specific aspects of the law and regulations, on internal guidelines and on RTC eligibility rules
Develops an internal network within the R&D community
Maybe required to gather and analyze relevant financial data
Keeps current with the Ericsson technology and products
Keeps current on changes to the relevant tax code
Bachelor Degree in Engineering, Sciences or Computer sciences. An MBA, Bachelor degree in accounting/finance or computer science is an asset
Twelve (12) years of experience in Research and Development. Line management or senior project management experience is a key asset. Previous experience with RTC incentives is a strong asset
Solid knowledge of Ericsson technology and products, Ericsson project and line organizations
Ability to synthesize information
Good Ericsson network
Maturity and sensitivity to ethical, confidentiality, political, and security issues
Ability to work both independently and in a team based environment
Good creativity and ability to assimilate new concepts and ideas
Organized and detail oriented ensuring work is accomplished on schedule

133

Junior Tax Accountant Resume Examples & Samples

Responsible for preparation of property tax returns, check requests, and account analysis
Responsible for sales and use tax compliance, and monthly journal entries- including reviewing invoices for use tax, in house returns, and gathering data for monthly compliance
Responsible for assisting with unclaimed property process – return preparation, analysis, and tracking
Ensure requests for resale certificates and W-9’s are fulfilled for customers and vendors
Assist in Tax Audits
Perform other projects/duties and accounting related special projects as assigned by Manager
Proficiency in MS Excel, Word and Outlook, knowledge of Access a plus
Knowledge of Tracker and Oracle a plus
Retail experience a plus
Knowledge of property tax, sales & use tax, and unclaimed property a plus
Knowledge of general ledger and accounting principles a plus
Strong organizational, problem-solving, and analytical skills; able to manage priorities, workflow, and multitask
Versatile, flexible, and a willingness to work within constantly changing priorities

134

Salt Director State Income & Franchise Tax Resume Examples & Samples

Understand nexus and revenue sourcing issues
Prepare technical memorandums
Strong PC skills as well as proficiency with the rest of the MS Office suite
8 to 12 years of professional experience – public accounting experience is required, but experience can include a combination of public accounting (tax) and/or industry

135

Junior Tax Onboarding Analyst Resume Examples & Samples

Reviewing US Tax Documentation and validation for new/enhancement account opening requests in compliance with US and UK FATCA requirements
Reviewing existing tax documentation on file for FATCA compliance and contact clients to obtain updated tax documentation declaring status under FATCA when necessary
Providing support to the front office and to external clients for tax documentation related queries

136

Assistant Manager, Administration & Tax Resume Examples & Samples

Maintaining, updating Operational Guidelines ensuring they remain current and effective
Performs and/or oversees the daily work flows and ensures the team’s deliverables are within the established timeframes
Performs and/or oversees the daily verification of payment details, updates to the Admin, Credit contacts
Prepares and assists in the withholding tax processes, which includes verification, reconciliation and remittances as required and maintain necessary records
Prepares, assist and oversee the annual tax reporting and returns for review by Manager, Operations and US Tax Consultant prior to submission within the required timeframe
Prepares, assists and oversees the annual SNC submissions for review by Manager Operations within the required timeframe
Responsible for the development and ongoing maintenance of Operating Guidelines, job aids and checklists and ensure the processes are efficient and robust while maintaining a clear, concise, current and accurate for both the Administration and Tax Teams
Provides continuous coaching and guidance to staff on correct processes and procedures
Identifies and documents operational inefficiencies, recommends solutions and champions the implementation of the necessary changes and training
Ensures complete oversight and maintenance of SyndTrak. Applies logic and analytical skills to solve business/system issues and effectively communicate to the team
Continuous development of an efficient, effective and sustainable system (process and IT) for Administration and Tax Teams. Identifies opportunities to streamline, simplify and/or automate processes
Provide back up for the Manager- Operations, US Withholding Tax Officer and Admin Officer as and when required

137

FS Tax Managed Services Manager Resume Examples & Samples

Supporting proposition development and proposals across the MS sphere ranging from KYC/AML, Finance Reporting, Investment Suitability and 3rd party management
Develop monthly governance decks, board packs and other ad-hoc reporting to the EMEIA leadership teams
Supporting the MS Business development leader including the production of marketing materials, pipeline management and microsite creating/maintenance
Great exposure to senior partners, Business Development teams and professionals across Advisory, Tax, Assurance and TAS
Role is internally focused, however there may be opportunities to lead pieces of client work or manage engagement teams
Background within Financial Services, preferably within one of the following areas: AML/KYC, Finance, Vendor Management, IT Security or Suitability
Team management and leadership skills
Ability to work under own initiative and in many different and challenging environments
Assertive and proactive approach to the delivery / implementation of client engagements
Ability to network effectively within large organisations and build relationships with individuals and clients
Strong interpersonal skills: written, presentation and influencing
A quick learner with analytical capability and attention to detail
Professional qualification such as ACA / CIMA / TOGAF / PRINCE2 qualified or equivalent preferred

138

National Tax Office Resume Examples & Samples

Developing appropriate quantitative and qualitative documentation to support research credit claims based on client’s facts and circumstances
Proven leadership and project management skills in managing client service teams and multiple projects in a fast-paced and interactive team environment to meet and exceed client expectations
Experience with developing the appropriate scope, pricing, and project team relative to specific R&D teams
Ability to proactively manage revenue and budget expectations set both internally by the existing management team and externally by clients
Ability to mentor and develop the team including on the job technical training and coaching
Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships
Personal drive to develop self/others and provide leadership insight to the existing leadership team
Educational background in accounting or engineering
At least 7 years of experience in specialty tax consulting
Moderate travel may be required

139

Assistant VP of Tax Resume Examples & Samples

4 to 8 years of partnership compliance experience
Strong time management skills
Fast learner
Able to work well as part of a small, tightly knit team

140

Tax Technical Analyst Resume Examples & Samples

Operational tax experience, including analysing double tax treaties and dealing with withholding taxes
Understanding of Global Custody business an advantage
Competent negotiator and presenter of ideas

141

Senior Analyst Ii State Tax Resume Examples & Samples

Supports state tax issues relating to Caterpillar Inc. and its subsidiaries by collecting, analyzing and processing information via a tax compliance software program
Responsible for direct and indirect tax preparation, including state income and franchise tax, sales tax, gross receipts and property tax. Ensures annual and amended state returns, estimated payments and annual reports are filed in a timely manner. Also, provides information and analysis on implementing tax reduction strategies
Knowledgeable on a number of tax compliance functions and has an understanding of tax compliance issues that impact decision making. Understands the need for adherence to corporate and external compliance requirements. Incumbent collects, reviews, analyzes and processes financial information used to prepare tax related reports, income tax returns and indirect tax returns. Also, prepares supporting data and work papers as documentation of filing positions and to respond to queries from auditors or other external parties
Provides tactical support to tax consultants and managers, as well as other Caterpillar business partners on tax requirements to comply with regulations and internal control practices. Supports management with repatriation efforts, tax compliance, due diligence and integration efforts relating to mergers, acquisitions, and reorganizations
Identifies and manages implementation of process improvement opportunities to increase efficiency in the tax compliance process. This may include streamlining processes, automation of manual efforts and prioritizing activities
Supports controversy teams on complex tax audits and responsible for defense of less complex filing positions, compliance obligations and computations with local tax authorities. Challenges excessive assessments proposed by auditors and other governing authorities to negotiate equitable audit settlements and resolutions
Participates, supports and leads team meetings and projects. Provides information and analysis to leadership in the development and implementation of tax reduction planning strategies
Conducts tax research for business unit and global tax impacts, including legal entity and supply chain reorganizations and compliance management
Possible areas of responsibility may include but are not limited to: supporting tax leadership on annual financial statement reporting and controls; providing leadership on financial issues in areas such as tax and financial systems; communicating to a broader global audience; supporting provision of business analysis for more complex business studies with multiple issues
Bachelor's level degree in accounting or finance
5 to 6+ years experience in state or federal tax law application
Knowledge of company organization and accounting practices
Personal computer skills, effective written and oral communication skills

142

Client Tax Analyst Resume Examples & Samples

Bachelor’s Degree in Business with a strong background in Accounting/Finance
A strong Tax background as it relates to financial income reporting and IRS filings is necessary
A basic understanding of the securities industry is ideal
Ability to work independently, multi-task and proactively communicate
Motivated individual with ability to think creatively, demonstrate excellent analytical abilities and strong problem solving skills
Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently and/or with a team
Ability to effectively shift priorities, tolerates peak workloads, multiple assignments, work within deadlines, focus on detail and produce accurate results
Strong written and verbal communications skills with the ability to communicate and work effectively as a team player
Series 7 license or ability to obtain within 12 months

143

Tax Analyst Gcr Resume Examples & Samples

Validate client data & interact with U.S. teams
Analyze the client data and prepare workpapers
Prepare tax returns and other informational forms as prescribed by the Internal Revenue Service (IRS)
Multi-Tasking on various projects
B.Com/M.Com/ MBA/B.B.M/B.B.A/BSC /MSC (Mathematics)/ CA- Inter/ICWAI - Inter
0-2 years of experience, preferably in an accounting field
Good communication skills - written and spoken

144

Executive Tax Resume Examples & Samples

Completion of monthly work papers and reconciliations for NIFO hedge accounting
Preparation of FX reconciliations for Foreign Currency Translation Reserve (FCTR) balances
Preparation of monthly reports for senior management on the Group's FCTR movements
Implementing and maintaining key financial controls for FX and Tax

145

Tax Analyst Human Capital Australia Resume Examples & Samples

Demonstrate an understating of basic tax concepts and proactively increases tax knowledge through client assignments and current tax developments
Prepare international assignment related calculations such as tax cost projections, tax equalization calculations, hypothetical tax calculations, etc
A bachelor's degree or a post graduate in a related field

146

Tax Analyst Human Capital Singapore Resume Examples & Samples

Develop and deliver quality and timely services and work products
Analyze information to ensure accurate, quality US and UK tax returns for assignees
Research tax theory and positions, and applying them to specific client needs
Assist Partners/Senior Managers/Managers on special projects, as requested
Exercise a high degree of independent judgment and discretion in providing tax services
General knowledge or coursework in tax laws

147

Tax Alternative Investments Resume Examples & Samples

Take a lead role in coordinating tax advice with consultants, external advisors, Morgan Stanley’s global tax team, and Morgan Stanley deal teams on the tax structuring of funds and real estate investments to ensure tax-efficiency and alignment with the Morgan Stanley funds’ risk profile
Assist in the development of tax-efficient structures for real estate, private equity and other funds with U.S. and non-U.S. investments
Work with the IPTax MB&REI tax compliance team, consultants and external service providers to ensure that U.S. tax reporting appropriately reflects all appropriate tax positions
Assist with investor relations matters related to tax matters
Continually monitor and review the structuring of existing products and investments to ensure that the structures remain robust (e.g., evaluating impact of legislative changes, monitoring assumptions made during the structuring process)
Monitor and coordinate tax sign-off, documentation of tax positions, tax elections, and appropriate tax reporting of investment structures and fund vehicles
Maintain tax policies on behalf of the IPTax and the business units
Work closely with senior members of the Tax Department in support of the business unit in raising investor capital
Advise the business on guidelines for the tax structuring of investment acquisitions and dispositions
Limited travel is required within and outside the United States
Strong project management and people management skills
Thorough knowledge of taxation of real estate and / or private equity investments and real estate and / or private equity funds, including
Typical tax structures for U.S. outbound real estate investments
FATCA
Strong academic qualifications
Significant client responsibility within either big four accounting firm or law firm
Strong skills in communicating with a global, diverse group of colleagues

148

Application Developer, Tax Credit Funds Resume Examples & Samples

Analyzes system requirements, including identifying program interactions and appropriate interfaces between affected components and sub systems
Makes recommendations towards the development of new code or reuse of existing code
May lead assigned projects, including assigning tasks, coordinating efforts, and monitoring performance
May recommend new technologies and methodologies to management for meeting business needs, resolving problems and exploiting opportunities. Remains current with new technologies
Obtains and evaluates information on factors such as reporting formats required, costs, and security needs to determine hardware configuration
Participates in software system testing and validation procedures, programming and documentation
Provides technical advice and assists in solving programming problems
Writes and/or reviews system specifications, including output requirements and flow charts
Assists in preparing project plans using project management tools
Reviews test results; documents test activities, and records remedial actions
Ensures proper analysis of problems and programming approaches to prevent rework and schedule slippage
7+ years of experience in developing .Net applications: ASP.Net, ASP, Visual Studio.Net, XML, HTML, AJAX, IIS, Active Directory, Java, Javascript, C#, VB preferred
Minimum of a B.S. in Computer Science, MIS or related degree and five (5) years of related experience or a combination of education, training and experience
Financial Services experience highly preferred
Experience in the following areas: project management, enterprise implementation, leadership experience, strategic planning, business acumen, applications development, change management

149

Trust Tax Accountant D X Resume Examples & Samples

Sets up and maintains all necessary records and information pertinent to the taxes on investment accounts, trust accounts, and exempt organizations
Prepares and files exempt organization returns and represents the organizations in audits before the taxing authorities
Performs related duties as required, including preparing various internal reports and answering a variety of questions concerning tax liability, deductions, and related issues
Bachelor's degree in Accounting or Business related field or in lieu of degree four years relevant trust tax preparation experience
Experience preparing 1041 tax returns, required
Experience working in a bank tax department, preferred

150

Tax Accountant Position Resume Examples & Samples

Supports the Global Tax & Trade department responsibility of filing all returns, schedules and documents regarding all legal tax and trade responsibilities incurred by the company and its subsidiaries
Gathers, organizes and analyzes data to be used for use in tax and trade compliance and calculations. Incumbent should be proficient utilizing data analysis systems such as Microsoft Excel and Microsoft Access
Participates in team meetings and supports tax consultants and tax managers on matters relating to tax & trade compliance implications
Works closely with Caterpillar internal and external contacts, including other functional tax and trade areas, Treasury and Accounting to ensure that the appropriate information is gathered
Possible areas of responsibility could include but are not limited to: data input, analysis and processing information into corporate systems; enhancing and improving current data gathering techniques; utilizing various computerized systems within Global Tax & Trade to improve compliance efficiencies and identify and implement process improvements within Global Tax & Trade
Hold a college degree in Accounting or Finance
Strengths in initiative and teamwork are essential

151

Expressions of Interest, Tax, New Zealand Resume Examples & Samples

Business Tax Services (Advisory, Compliance)
Human Capital
Indirect Tax
Research & Development
Private Client Services
Transaction Tax

152

Head of Tax Resume Examples & Samples

8+ years corporate tax experience
Experienced team leader with a proven ability to develop the skills of more junior members of staff
Demonstrate good attention to detail with excellent written and oral communication skills

153

Emeia Tax Accountant Resume Examples & Samples

Liaising with Regional & Group Directors on aspects of group reporting
Assist in financial control projects on an international level by liasing with local offices at an international level
Manage the month end close process to strict reporting deadlines for key entities in the group
Review of tax notes in financial statements for EMEA jurisdictions

154

Partnership Tax Accountant Resume Examples & Samples

Preparation and review of private equity / real estate fund tax returns, along with their related general partner and management company tax returns
Preparation, coordination and filing of U.S federal, state and local income tax returns, Schedule K-1s and other related information
Research and analysis of tax issues regarding the private equity / real estate fund industry including partnership taxation and the taxation of financial instruments
Keeping abreast of latest developments as they affect tax related issues and the Firm's standards and policies
Minimum of 3 - 5 years experience working in a public accounting firm with at least 2-3 years of experience in financial services including private equity or real estate funds, investment partnerships and their related management entities

155

IA Tax Analyst Resume Examples & Samples

Government Tax Payments administration and processing for the countries under accountability
Government Tax Refund administration and processing for the countries under accountability
Hypothetical Tax Settlement Collection and Refund Administration and processing for the countries under accountability
Ensuring Assignee Compliance activities are completed for the Tax Service Provider Tax Orgizer, Tax Return Filing activities, Debt Recovery & Separations Administration (Letter of understanding for IAs)
Confirmation of host country transactions to the home country IA Tax contact where required
Ensuring transactions are requested for reporting to the corresponding home/host country
Be the assignee's, and other stakeholders focal for the end to end tax equalization activity of the assignees handled

156

Tax Human Capital Performance & Rewards Manager Resume Examples & Samples

Analyze human resource and business information, make recommendations, and present results internally and externally
Passion to acquire, share and disseminate new information and knowledge
Bachelor degree or above from reputable universities

157

Junior Tax Analyst Resume Examples & Samples

Responding to standard FATCA and QI queries
Providing support / advise to business in complying with FATCA regulations and internal FATCA / QI policies and procedures
Preparing responses to non-standard queries prior to liaison with Experts for further comment / advice
Escalating to and involve Group Tax, SMEs and / or Technical support

158

Tax Control Analyst Resume Examples & Samples

Performing entity governance controls
Notifying issues to FATCA function holders / LSDB Coordinators / Business Division representatives
Escalating issues to Control Lead
Reporting control results and archives control evidence
Performing QA reviews of Run the Bank processes
Reporting QA review results and archives control evidence
Supporting deficiency remediation
Supporting Control Lead in daily operations

159

Accountant Iv-tax Credit Funds Resume Examples & Samples

Uses general ledger accounting software to prepare monthly financial statements, budgets and reports
Researches and makes recommendations to resolve unusual or irregular transactions
Reconciles general ledger accounts, prepares analyses and completes other monthly general ledger closing procedures
Collects data for preparation of various reports, cash transactions, billings,and variance analyses
Focuses strong attention to cash balances and monitors cash activity with a sense of urgency daily
Responds to internal/external auditor issues and problems
Prepares surveys to be submitted to industry organizations and publications
Allocates costs to individual organizational entities and analyses the impact of cost allocation on individual financial statements
Analyzes securities trading clearance procedures
Researches issues regarding application of generally accepted accounting principles (GAAP) to allocating costs
Recommends process improvements to increase efficiency in processing or analyzing financial information
May assist with tax return preparation
Update prior year tax workpapers
Utilize tax software to assist in completion of state K-1’s, tax trial balances
Research issues with property level tax returns
May assist in training others
Resolves extremely complex accounting problems
Advanced accounting concepts, practices and procedures
Accrual based accounting practices
Accounting software packages
Cash related transactions
Generally accepted accounting principles (GAAP)
Reviewing, interpreting and analyzing financial statements
Resolving unusual transaction and accounting discrepancies
Preparing financial statements, tax returns and management reports
Allocating costs and evaluating the impact on financial statements
Preparing surveys
Researching GAAP issues
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and complex databases
Implement changes to standard procedures when required by specific situations and circumstances
Make independent decisions and solve more complex accounting problems
Explain or clarify financial information to all levels of management
Provide training to others
Bachelor’s Degree (B.A.) in accounting or finance and a minimum of five (5) years experience in preparing and analyzing financial information; or
A minimum of four (4) years accounting experience in the financial services industry
~or~
Any equivalent combination of experience, education, and/or training approved by Human Resources
Experience working with Tax Accounting

160

Tax Documentation Specialist Resume Examples & Samples

3-6 years of Tax Operations experience or experience with tax documentation remediation
Strong knowledge of the technical U.S. tax requirements to validate U.S. Tax forms W-8
Understanding of and experience with W8-IMY structures

161

Tax-human Capital Resume Examples & Samples

Providing timely and accurate advice regarding visa options and other related immigration issues including business sponsor obligations and immigration compliance
Preparing and lodging visa applications with the Department of Immigration & Citizenship
Ensure the maintenance of up to date client records and Code compliant files
Working on special projects as required

162

Tax Alternative Investments Professional Resume Examples & Samples

Review of federal and state and local compliance provided by outside service providers, including coordinating and monitoring to ensure accuracy and timeliness of compliance
Assist in maintaining the list of investments by the Funds including understanding the type and timing of tax reporting to be received, overseeing the acquisition of the tax reporting, and identifying and understanding the transactions that occurred during the year
Assist in maintaining legal entity database(s) including applying for identification numbers and preparing check the box elections
Develop and enhance relationship with outside service providers
Work with Operations and Fund Administration on gathering information
Assist, as requested, in the independent accountant’s financial statement audit
Assist in federal, state, and local tax return audits
Preparation and/or review of responses to notices received from federal, state and local tax authorities
Identify opportunities for process improvements including technology advancements and coordinate with MS Tax Technology team to develop those enhancements
Develop and maintain relationships with various other departments including Legal, Investor Relations, Product Development and Operations
Support product development initiatives including new funds, fund closures, etc
Support Investment Team in determining tax consequences related to potential investments and other initiatives
Partnership experience required
Motivated, team oriented self starter who desires a broad range of tax issues and has the ability to work effectively and efficiently in an environment with all levels of personnel, adept at working in a fast-paced, deadline oriented environment
Willingness to be hands-on
Demonstrate a strong understanding of ASC Topic 740, in particular related to investment vehicles
Requires a minimum of four years of progressively increasing tax experience, with public accounting experience a plus
Certification as a CPA preferred
Requires bachelor’s degree in Accounting, Master in Tax a plus but not required
Strong Microsoft Office skills required
Corptax experience a plus

163

Human Capital Administrator Tax, Melbourne Resume Examples & Samples

Attend to and manage the client mailbox and review , forward and file correspondence to relevant team members
Manage diaries and coordinate meetings and client briefings
Liaise with clients, international EY colleagues, the Australian Tax office and internal teams
Generate various reports via Excel and bespoke internal databases
Draft client invoices and assist in the billing process including report downloads
Attend to minor tax return amendments using our tax return software
Assist in providing tax portal reports to the team
Provide general administration support to the broader Human Capital team
Basic knowledge of individual tax compliance desirable
Previous experience in an administration role is desirable
Strong communication and organisational skills
Be an enthusiastic, proactive and motivated team player
Beginner to Intermediate MS Word and Excel skills
Display a sound attention to detail with an ability to prioritise tasks and work autonomously
Strong ability to multi-task and be flexible
Ability to identify areas of process improvement and communicate to Management

164

Director of Treasury & Tax Resume Examples & Samples

Global understanding of banking and treasury processes as it relates to various European and North American domiciled operations
Extensive understanding of global taxation issues as it relates to various European and North American domiciled operations
Experience in tax cash and tax rate forecasting and reporting, including building and maintaining a cash flow and tax rate forecast
Experience with international transfer pricing and VAT
Ability to build relationships with excellent communication skills to integrate the requirements of multiple site locations into the treasury function
Bachelor’s degree in Accounting; CPA required
10+ years of experience, including at least two at the Director level with treasury and tax responsibility for a global organization
Experience with commercial financial transaction systems and reporting requirements, including bank treasury software
Experience in cash forecasting and reporting, including building and maintaining a cash flow forecast to anticipate funding needs
Proficient use of Microsoft Excel, PowerPoint and Word required
Familiarity with US Sarbanes-Oxley compliance requirements
Must be able to travel up to 25% of the time, occasionally on long international flights

165

Big-tax-capital Allowance Director Resume Examples & Samples

Previous experience in a tax role is essential and business development
You will be able to lead and have strong knowledge of UK capital allowances law and practice
Leading on a varied portfolio of assignments
You should be interested as a business adviser who enjoys working closely with clients to provide them with a pro-active service

166

Tax Team Assistant Human Capital Resume Examples & Samples

Acting as first point of contact with GTH teams for non tax technical queries
Ensuring databases are correctly set up with company and assignee information
Knowledgeable regarding all EY databases and software for Global Mobility
Deal with non technical client queries
Liaise with clients to set up arrival and departure briefings
Provide general admin support to ensure the smooth running of the account i.e setting up account meetings, distributing agendas etc
Collate and validate assignee eligibility lists for tax return services
Strong IT skills

167

Manager Human Capital Tax Uk Resume Examples & Samples

Sign complex tax returns
Demonstrate a high level of proficiency of tax technical knowledge
Set performance measurements and ensure that performance goals, including engagement economics, turnaround time and quality targets are met
Develop, mentor and supervise Analysts, Advanced Analysts, Seniors, and Assistant Managers
Demonstrate leadership and executive presence
Communicate progress and project status to all stakeholders
Create and lead the highest performing teams
And inspire team members
Effective communicate skills by being articulate, thoughtful and adapting communications to target audiences; interacting effectively in person, by phone and in writing

168

Assistant Manager Human Capital Tax Uk Resume Examples & Samples

Establish and maintain long-term relationships with the clients and internal colleagues
Explore opportunities to bring more work to the GTH and to EY by consistently providing high quality work
Demonstrate leadership skills in developing the highest performing teams
Contribute process improvement ideas leading to higher quality service delivery to the client
Identify opportunities to leverage information and resources across assignments and teams

169

Personal Tax Apprentice Resume Examples & Samples

Strong A levels (at least 240 UCAS points with a minimum of grade B in GCSE Maths and English Language)
A well-developed sense of client service and quality orientation
Organisation of personal workload
Working as part of a team
A proactive and analytical approach with a desire to progress

170

Tax Representative Resume Examples & Samples

Verify personal property invoice assessments and tax rates from various taxing jurisdictions
Respond to property tax inquiries from dealers, VCI and VwoA members, customers and taxing jurisdictions
File for abatements and refunds regarding property tax in all applicable jurisdictions
File Personal property tax returns
Process property tax invoices: Verify assessments and tax rates from various tax authorities
Maintain Property tax files and source documents
Assist with document recovery for tax audits
Prior experience in tax and/or accounting environment
Have a working knowledge of titling and registration requirements were needed in regards to property tax
Must have working knowledge of PTMS and LeasePak

171

China Tax Operation Resume Examples & Samples

Bachelor Degree, major in accounting or finance
CET-4, Good written and oral communication skills in both English and Chinese
Have good team work spirit and can work under pressure
1-2 years working experience in accounting department is plus

172

Supervisor Tax IT Resume Examples & Samples

Maintain an in-depth understanding of the Company’s information technology environment and tax technology environment
Administer, monitor and troubleshoot existing tax systems, such as OneSource Tax Compliance, OneSource Tax Provision, TaxDriveR, (a custom tax data repository built on SAP BFC), SharePoint and AtTask/Workfront
Maintain high levels of support by solving issues and responding to requests for data and reports
Maintain relationships with 3rd party IT vendor
Recommend and implement changes to Tax Department processes and systems that encourage more effective utilization of all components of the technology platform
Minimum of 4-5 years of Tax IT experience within a large public company or the Big 4
Ability to evaluate, implement and maintain technology solutions such as OneSource RS, TaxDriver, Microsoft Office products, Business Intelligence Tools, SharePoint and AtTask
Federal and State E-File experience
Knowledge of SAP, (FI/CO, BCS, BW, BFC) along with the ability to query and manipulate large amounts of data
Knowledge of SQL, database tools, reporting tools, and other application tools and languages
Basic understanding of Corporate Income Tax Compliance and an interest in learning more
Strong organizational and project management skills with meticulous attention to detail and quality
Demonstrated decision making, problem solving and process improvement skills
Strong oral and written communication skills, as well as the ability to interact with, advise and influence peers, senior tax leadership and external parties
Solid understanding of the software development life cycle (SDLC)
Proven ability to apply technology to solve business problems
Desire to work in a dynamic, fast paced environment
Knowledge of programming languages, database systems, system architecture, custom or packaged business systems
Experience with data analytics
Bachelor’s in Accounting, Computer Science, Management Information Systems or other related discipline

173

Anlst, Tax Resume Examples & Samples

Customer Service
Engineering
Environment, Health & Safety
Legal
Procurement

174

Private Equity Tax Accountant Resume Examples & Samples

4+ years of Tax Compliance experience
Experience working within the Financial Services industry
Previous Private Equity experience

175

Tax Specialists Fatca Resume Examples & Samples

Research and explain the impact for our clients in the financial services industry of current and proposed FATCA, QI, CRS and other tax legislation (global, EU and US) which requires exchange of information between tax authorities
Coordinate multiple engagement teams’ schedules and deadlines
Coach staff members and share experience and knowledge with them

176

Tax Accountant Sales & Use-chicago Southwest Suburbs Resume Examples & Samples

Prepare monthly subledger-to-general ledger reconciliation of sales and use taxes
Serve as in-house sales and use tax expert
Ensure customers have proper tax documentation for “exempt” status
Manage sales tax audits and requests from various jurisdictions
Manage NetSuite interfaces and tax profiles
Prepare monthly general ledger reconciliation of personal property and real estate taxes
Liaison with outsourced firm to manage timely reporting and filing of personal property tax data and returns
Liaison with external tax firm with state income tax reporting
Respond to notices from various taxing jurisdictions
Prepare and file annual reports and registrations
Prepare and file other non-income tax returns
Coordinate with Payroll to ensure filing and payment compliance for various headcount taxes
Support Accounts Payable in the review of 1099 compliance controls
Assist department in gathering data requested by tax auditors
Work closely with accounting team to prepare external audit and reporting schedules
Participate in various process and system development projects
Review tax compliance issues of unusual or one-time transactions
Participate in budgeting and forecasting for tax-related expenses
Bachelor of Science degree in Accounting
CPA certification, preferred
Five to eight years of progressive experience in general ledger accounting, month-end close
Strong working knowledge of sales tax exemptions, state rules, Nexus and sales tax calculations
Prior sales tax automation experience
NetSuite experience preferred but not required
Intermediate level - Excel and Word

177

Director of Tax Controversies Resume Examples & Samples

8+ years of related experience
Bachelor's Degree, J.D., LL.M. in Accounting/Taxation, and/or Master's in Taxation (MST) from an accredited college/university
Licensed CPA or JD Attorney
Experience working for or dealing with the government in the Tax controversy space or controversy
Experience with another Public Accounting firm, Law firm and/or Corporate controversy experience

178

Global Director of Tax Resume Examples & Samples

Responsible for all domestic and international tax compliance, research and planning and create tax models
Prepare the quarterly and annual income tax provision, maintain FIN 48 documentation and compliance support and assist with worldwide tax rate forecasting
Determine global tax provision, income tax payable and deferred income tax accruals, tax account reconciliations and roll forwards
Prepare income tax footnote. Administer global transfer pricing policy and respond to tax information requests
Prepare quarterly estimates and “what if” analyses; predict and analyze the federal, state, and local tax, international implications and ramifications of various business scenarios. Research Nexus
Maintain tax accounts including account analysis for all tax accounts (income, property, sales, and use, business licenses, and excise, among others)
Review Company’s fixed asset registers to ensure proper capitalization vs. repairs for tax purposes
Calculate and maintain Earnings Profit (“E&P”) calculation
Monitor the international subsidiaries’ annual income tax compliance process and manage process improvement projects. Gain an understanding of the company expatriate tax requirements to ensure compliance with foreign tax requirements
Assist with tax process improvement projects and streamline/link data collection of tax information. Identify opportunities to leverage financial reporting software and tax provision software to automate the data collection process for income tax accrual analysis and tax compliance
Manage international tax issues such as foreign tax credits, deemed dividends and US filing requirements relating to foreign income
The position will entail working on projects to maintain and reduce the Company’s worldwide effective tax rate and taxes paid
Work with tax consultants on various projects. Projects to include transfer pricing, intercompany transactions, foreign tax credit calculation and utilization, transfer pricing studies, R&D credits, manufacturing credits, deferred compensation, deferred equity programs, assistance with tax minimization re-structure planning, due diligence, divided repatriation, earnings and profit calculations, etc
Manage a team of Associates involved in various tax functions

179

Tax Analyst / Accountant Resume Examples & Samples

Compliance of GST related filing / assessment requirements
Ensure adherence to tax and treasury SOP's
Develop direct and indirect staff in related tax/treasury skill sets to ensure continuation of business success
Business partnering cross divisionally and cross functionally to ensure Tax/Treasury issues are mitigated/implemented in relation to transactions, systems, projects and policies
At least a Degree in Finance and/or Accountancy
4 - 7 years of experience in Tax related matters
Strong knowledge of Indirect Tax
Open to candidates from Big 4 who are involved with mid - long term tax projects
Treasury knowledge is an advantage but you must be willing to learn
Strong resilience and drive, customer oriented, good communication skills

180

Sector Lead-tax Resume Examples & Samples

Ideation & thought leadership in Tax sector
Provide industry research support to identity actionable ideas from the market
Provide information on latest topics/ trends/mega trends relevant for various markets/geography
Work with clients to enrich their ideas with relevant macro/micro/industry/sector information
Provides Point of view, solution, data or input for an area or module in deck making, proposal or project where problem and scope of work is defined. Big picture and storyline of the larger engagement is shared
Lead innovation projects in Tax service line
Lead high impact innovation programmes in cross functional teams (CFTs) across businesses in achieving business level strategic objectives
Develop breakthrough value propositions in terms of products, services and business models for various businesses within the group and take them to market through a process of business planning and prototyping
Creation of an internal and external ecosystem to support innovation i.e. experts, academicians and workshops, advanced labs etc. Play the role of process and content expert with project teams
Project Management for the innovation programs including implementation. Have end -to -end ownership in the project from ideation to implementation
Domain Development
Domain Development: Develop assets and methodologies, develop of points-of-view, research or white papers, support development of marketing collateral, conduct public speaking and publish in industry periodicals
Collaborate with senior management in development and enhancement of knowledge nuggets and thought pieces, methodologies & frameworks, and capability decks
6-8 years of post qualification experience in Taxation including 4- 5 years handling various matters in International Taxation

181

Tax Accountant Analyst Resume Examples & Samples

Bachelor degree in Accounting, Finance, or other Business-related field
0 to 2 years of accounting or tax experience, preferably related to taxation of securities and investment entities
Proficiency in Microsoft Office spreadsheet, database and word processing programs
Ability to function effectively across disciplines and various mutual fund operational areas
Experience with Sungard InvestOne or Enterprise Products is a plus

182

Big Tax-deals Resume Examples & Samples

Previous experience in a tax role is essential
Experience of cost segregation
You should be interested a business adviser who enjoys working closely with clients to provide them with a pro-active service

183

Tax-human Capital Resume Examples & Samples

Lead client engagement teams executing Operational Transaction Services, focusing on Finance and/or Operational and/or HR and/or IT which support key decision makers in developing and executing their transaction strategy to secure deal value
Demonstrate advanced knowledge of all phases and aspects of methodology across integrations, carve-outs, operational due diligence and other types of transaction engagements
Responsible for assessing the client's state of readiness with respect to people, resources, planning, data collection and strategy, identifying high-risk areas, unidentified issues and areas for overall improvement
Lead commercial due diligence projects, including market assessment, competitor studies and opportunity assessment
Demonstrate ability to not only identify risks and issues, but recommend resolutions
Lead business development activities to sell work through development of internal and external client relationship networks
Deliver a high degree of client satisfaction with the engagement process and work products sufficient to drive additional and repeated engagements
Successfully supervise, coach, and mentor all levels of staff
Provide engagement team leadership in fostering an open and inclusive environment and effectively lead and motivate teams with diverse skills and backgrounds

184

IT Supervisor, Finance TAX Resume Examples & Samples

Managing all aspects of a project from requirements definition through implementation
Supervise internal and external resources
Strive to implement best in class IT Solutions
Provide leadership for large projects that cross multiple functional areas
Provide Resource planning and prioritization of several business initiatives at one time
Providing communication to various levels of management

185

CIB Tax Oriented Investments Housing Investments Multi Resume Examples & Samples

Undergraduate Degree in business related discipline, with a concentration in real-estate, finance, accounting or economics
A minimum of 5-7 years work experience and 3-5 years of relevant “hands on” experience in multi-family asset management, preferably low-income tax credit properties
Asset stabilization and work out experience a plus
Understanding of financial audits, legal contracts and partnership agreements
Superior communication (written and presentation) and quantitative skills

186

Tax Provision Manager Resume Examples & Samples

Assist with all tax related SEC disclosures
Assist with SOX controls
Supervise, mentor and train team members
Assist with tax compliance, research and special projects, as needed

187

Accountant Iv-tax Credit Funds Resume Examples & Samples

Assists in the administration of the organization's annual budget
Researches issues regarding application of generally accepted accounting principles (GAAP) to allocating costs and preparing financial statements
Cost allocation concepts and practices
Preparing financial statements, budgets and management reports
Bachelor's Degree (B.A.) in accounting or finance and a minimum of five (5) years experience in preparing and analyzing financial information; or

188

Emeia Tax Centre Resume Examples & Samples

Well presented
IT Literate
Organisational and project management skills

189

Emeia Tax Centre Resume Examples & Samples

Accurate and timely maintenance of tracking databases and dealing with day-to-day queries from internal and external customers relating to the process
Responsibilities will also extend to pursuing new accounts
Provide Social Security compliance and advisory services to EY’s clients
Identify problems, source solutions and, ultimately, be practical and client focused
Be the main point of contact for certain clients. The post holder will have direct contact with the corporate client via e-mail and telephone and, where relevant, the assignees and their families
Experience working in social security and providing advice to clients
Experience of working within global mobility
Experience of working in a professional services environment

190

Emeia Tax Centre Resume Examples & Samples

Compensation data collection and analysis for tax and social security compliance
Payroll management
Post-payroll variance checks
Policy check
Accruals management
Improve international assignment experience, for both assignees and companies
Facilitate monthly payroll process from start to finish to include collecting, processing and distributing data via multiple reports
Conduct first level review of client deliverables, e.g. Pay Instructions, identify errors and proactively seek resolution
Validate Year End reporting information and required reconciliations
Liaise with EY global offices regarding monthly deliverables and current regulation
Management of shared email inbox or similar, ensuring all required action is undertaken on a timely fashion
Identify areas of risk or scope opportunity and escalate to management level
Responsible for delivery in line with KPIs/SLAs
Grade B or above in three relevant A-Level subjects (excluding General Studies); and

191

Tax-human Capital Resume Examples & Samples

Prepare, with guidance, technically accurate Chinese individual income tax return deliverable, properly referenced to supporting documentation
Perform basic research using appropriate tools, including legislation, databases and publications with guidance
Communicate with the client for basic information request as well as the relevant authorities, whenever the need arises
Assist in the drafting simple advisory memo with guidance
University graduates with a minimum of 1-2 years compliance & consulting experience with a focus on personal tax, compensation and benefits in another international consulting firm or similar background
Understanding of the relevant fundamental tax technical concepts
Team player, energetic, mature and flexible
Excellent command of spoken and written Chinese and English
For the position in China, excellent command of spoken and written Mandarin is preferred

192

Tax Audit Supervisor Resume Examples & Samples

Manage rate cases, as they arise, for various jurisdictions
Correspond with IRS and various local, city and state taxing authorities
Research various tax matters and write memos to present findings
Assist with special projects, tax compliance and provisions, as needed

193

tax Accountant, Domestic Income Tax Resume Examples & Samples

Manages working relationship with external vendors, customers, and tax jurisdictions
Assists in the collection of data for tax authorities requested during tax controversies including inquiries, audits and appeals
Assists in analysis supporting tax planning projects and support the implementation of tax planning projects
Tax or accounting experience
Proficiency in Microsoft Office (e.g., Excel,Word)
Proficiency in tax compliance software and supporting date base tools

194

Tax Analysts Resume Examples & Samples

2 years of broad based international corporate tax experience
International compliance experience in a multi-national, multi-entity environment including knowledge of subpart F, check-the-box principles, FTC, E&P and tax pools, income sourcing and expense allocation and apportionment, and cash repatriation planning
Ability to communicate complex tax concepts to non-tax professionals
Ability to navigate OneSource compliance software for the preparation of international tax returns
Proficiency in Excel, Word, and PowerPoint, including using Excel to prepare tax compliance and provision workpapers and relevant disclosure statements through pivot tables, formulas, and functions; and
Analytical and problem solving skills, including analyzing changes in financial accounts and investigating reasons for changes and potential tax impact

195

Lead Tax Accountant Resume Examples & Samples

Develop reporting on Federal income tax impacts of potential restructurings and other changes
Implement tax strategies and achieve business objectives
Advise on domestic and international transactions and reorganizations
Provide tax support across all business units, including headquarter and regional projects and initiatives
Monitor tax legislation and effectively communicate relevant developments to management and business units
Effectively support tax compliance, accounting and audit functions
Bachelor’s degree in Accounting, CPA, Advanced Business degree / Tax degree (JD or LLM preferred)
Minimum of five years Tax Research Experience
Minimum of seve years Corporate Tax – Public Accounting
Technical income tax knowledge
Excellent written and oral communication and research skills
Writing tax research experience
Ability to explain complex tax items to non-tax professionals
RIA Checkpoint and CCH Tax Research Tools

196

Tax-human Capital Resume Examples & Samples

Review calculations and work prepared by staff accountants
Communicate well and manage client expectations
Participate in client entrance and exit interviews
University graduates with a minimum of 3-4 years compliance & consulting experience with a focus on personal tax, compensation and benefits in another international consulting firm or similar background
Possess technical capabilities in aspects of personal tax for this level
Experience in handling a large client portfolio for both MNCs and local enterprises
Excellent command of spoken and written English

197

Tax Thought Leadership Manager Resume Examples & Samples

Assist in ongoing development of EY global tax thought leadership strategy, identifying current and future topics, themes and trends that will be of interest to EY’s clients
Conducting internal and external research, including reviewing publically available documents, interviewing EY professionals and understanding and conveying the views of external stakeholders including EY clients, government officials and representatives of multilateral organizations active in the tax arena
Writing a broad range of thought leadership documents, including immediate tax alerts, longer thematic pieces and magazine-style publications
Working with a broad spectrum of other groups within EY on the design, editing, approval and deployment of tax thought leadership via a range of channels including EY.com, apps, social media and tax trade journals
Working across different EY service lines to identify points of commonality and leverage in EY’s overall thought leadership strategy and approach
Experience and knowledge of professional services industry
Strong understanding of cross-border tax concepts and the current debate on base erosion and profit shifting
Solid understanding of key business concepts. Understanding of financing, treasury, inter-company loans, transfer pricing a benefit
Strong writing capability with meticulous attention to detail and accuracy
Network of contacts within tax industry will be viewed favorably
Ability to understand and assimilate large volumes of data, identifying trends and patterns
Ability to deliver under pressure and on time
Effective engagement and influencing skills
Strong in collaboration, communication and business relationships
Strong presentation skills; confident enough to present thought leadership outcomes to clients, internal teams
Strong analytical capabilities and the ability to see the bigger picture
Strong innovation skills and confidence to suggest new and different approaches to thought leadership development
Knowledge of Microsoft SharePoint
An ability to work effectively in an international team
Fluency in both verbal and written English; other languages are a plus

198

Tax Automation Services Manager Resume Examples & Samples

Implement technology tools to support corporate tax departments, including compliance, provision and other platforms
Administer system selection and implementation, including ONESOURCE, Corptax, Longview and Vertex
Implement integration of provision systems with Hyperion, SAP and other ERP or consolidation tools
Prepare process analysis and redesign based on leading practices and technical insight
Provides project management support to client service teams and clients
Manages and performs day-to day operational aspects of projects
Reviews documentation created by the TAS team, confirming business and system processes performed for tax documentation, and works with the team and clients to help review, define, and document existing transaction tax processes
Provides mentorship and training to staff as needed
Maintains and supports existing partnerships, client relationships, and provides technical leadership and guidance to the team and clients on project status and adherence to time line and budget
Bachelor’s degree in Accounting, Finance, or Information Technology preferred
Minimum of 4 years of experience providing tax automation services or public accounting experience required
Direct experience in implementation, integration and/or configuration of tax systems
Applied technology experience with tax provision/compliance software such as ONESOURCE, Corptax or Longview
Practical experience designing, developing and implementing software applications
Practical experience in standard process analysis tools, process mapping and flowchart diagramming

199

Financial / Tax Analyst Resume Examples & Samples

Experience in Finance
SAP and JDE experience
Extremely organized and has a sense of urgency

200

Tax-human Capital Resume Examples & Samples

Meet or exceed Ernst & Young’s standard on work quality and achieve client satisfaction
Play a key consultant role in Rewards/Talent Management/Executive Compensation engagements
Provide/assist project manager to provide HR advisory services across multiple industries and various HR functional areas
Assist on business development, including but not limiting to proposal preparation, identifying new opportunities, marketing materials development etc
Minimum 3-year working experience in leading HR consulting firms, or at least 5 years’ experience in an in-house human resources management role (experience in compensation and benefits, organization development, and performance management is preferred)
Expertise in either Rewards, Talent Management or Executive Compensation
Good analytical and research capabilities

201

Tax Process & Operations Manager Resume Examples & Samples

Manages day-to-day tax department needs associated with technology. Includes training and managing designated power users across the tax department
Provides thought leadership in regard to modernizing the current platform of tax technology and the related processes
Acts as project manager on major tax technology projects. Two large initiatives scheduled to start in 2015 involve modernizing the tax provision process currently performed in OneSource and developing a robust document management system. This will involve working closely with tax department employees, IT and external vendors
Maintains the current platform of tax technology tools and related processes. Includes working closely with tax department staff to resolve issues and create efficiencies
Leads the identification and implementation of system changes needed in order to respond to the company’s expanding global footprint and complexity
Improves the ability of the tax function to leverage technology to reduce time spent on manual efforts such as data manipulation and document retrieval
Analyze existing business and system processes to identify and implement tax automation strategies
Partners with TIAA IT departments and external vendors to ensure tax department needs are properly considered and met
Maintain an in-depth understanding of the Company’s information technology environment, including tax software, hardware, and IT-related policies and procedures
Monitor and validate the operation of interfaces between source systems and the tax technology platform, including interface tools and other tax-related systems
Performs onboarding of new hires to ensure they have the tools necessary to start working
Act as a subject matter expert in regard to software used by the tax department
Bachelor's degree in accounting, tax and/or information systems
10+ years experience in a large tax department or public accounting firm with a minimum of 7 years in a tax technology role
Strong project and change management skills
Hands on experience executing large tax technology change initiatives
Ability to act as a sole contributor and as part of a team

202

Seasonal Trust Tax Accountant Resume Examples & Samples

On related tax matters, and represents them in audits
Ability to interface with clients over the phone and through email
Ability to work under time constraints while maintaining accuracy
CPA, EA (Enrolled Agent) or Masters degree in taxation preferred

203

Big Tax-business Recovery Services Manager Resume Examples & Samples

As a member of the team you will play a variety of pivotal roles on restructurings and advisory projects
Experience will also be gained on working on appointments. Your task could be to help run the business as a going concern, facilitate a sale or help run the business off
The team also has a selection of going concern and run-off insurance clients in order to ensure both advisory and compliance skills are developed
Such a variety of clients, deal types and sizes ensures that the experience you gain will be extremely wide, involving all aspects of tax as well as non-tax work
Working in BRS Tax will help you develop your professional, technical and managerial skills rapidly

204

Big Tax-offshore Funds Resume Examples & Samples

ACA / CTA qualified
Proven strong working knowledge within the UK or non-UK tax compliance field
Managing client teams and working closely with Partners in building all aspects of our business
Have an interest in offshore funds

205

Research Tax Credit Manager Resume Examples & Samples

Manage research tax credit studies for a variety of entities
Emphasis on manufacturing, software development and technology industries
Execute site visits to conduct interviews and gather and review client documentation
Assist in the analysis of client data
Provide technical reports and analysis
Research relevant technical and industry-specific topics
Help develop, build and manage client relationships through direct interaction with business owners and management
Ability to meet stringent client deadlines
Proficiency with Microsoft suite of products
Bachelor’s or graduate degree in accounting, business, economics, engineering or related field
Minimum of 5 years of professional experience (research credit experience preferred, but not required)
10-15% travel within the United States

206

Tax-human Capital Services Resume Examples & Samples

Prepare, with guidance, technically accurate Human Capital tax return deliverables, properly referenced to supporting documentation
Assist in file documentation and retention (file set-up, referencing, description of tax filing position taken, telephone conversation documentation, notes to reviewer, etc.)
Assist in the preparation of simple advisory memos with guidance
University graduates with 1 year compliance & consulting experience with a focus on personal tax, compensation and benefits in another international consulting firm or similar background
Fresh graduate will also be considered

207

Avp-tax, Finance Resume Examples & Samples

Prepare the Bank's and other group entities' tax returns, tax queries, tax provisions and internal reporting
Support international tax (including QI and FATCA) and transfer pricing related issues
Prepare control procedures to document the tax filing processes
Research and update tax laws and circulars, and providing tax supports to the Bank's products and developments
Work with Tax AVP/VP with external tax advisors on tax projects / compliance review

208

In House Group Tax Role Resume Examples & Samples

Preparation and submission of Corporate Tax returns
Acting as a point of contact for the company with HMRC
Involvement in Transfer Pricing documentation
Assisting in projects covering corporate tax and transfer pricing

209

Seeking Tax Candidates With Big Four Resume Examples & Samples

Monthly tax accounting and reconciliation of deferred tax balances in Group entities
Supporting the application of the Group tax accounting framework
Supporting the setting and co-ordination of tax accounting policies for the Group
Managing components of the income tax compliance and income tax accounting process
Working on process improvement and change management initiatives, including an ongoing focus on utilising tax technology

210

Tax Reviewer Resume Examples & Samples

Previous Corporate Tax experience
Recent experience in Public Accounting
Working knowledge of Prosystems

211

Tax Provision Manager Resume Examples & Samples

Prepare and review ASC740 calculations for 10-Q and 10-K filings for global publicly traded corporation
Tax research and analysis related to the income tax provision
Mentor, train and develop Tax Staff and Tax Seniors

212

Tax-human Capital Resume Examples & Samples

Have strong technical immigration knowledge and experience (2+ years) in handling a wide range of visa issues
Have extensive experience and close working relationship with government authorities in resolving complicated cases
Have good ability in communicating fluent in English
You're a natural leader with the professional presence and confidence to operate at the most senior levels of an organization. Experience in developing junior team members is a definite advantage

213

Tax Administration Assistant Sundry Resume Examples & Samples

Assist with the testing/production of all tax receipts on Dataphile and BPS(Broadridge)
Assist with the gathering of income payment data and tax information from CDS and security issuers for 1099, 1042, T3 , and LPU reporting
Preparation of tax reporting spreadsheets on all platforms ie Holliswealth, Scotia Capital, Scotia Trust, The Bank of Nova Scotia
Retrieve information from microfiche records
Pulling and matching tax reports
Provide branches with duplicate tax receipts and respond to simple branch queries by e-mail
Assist with incoming and outgoing tax mail
Faxing, photocopying and filing of tax related work
Some tax knowledge
Accurate clerical skills (high volume of input and review of tax figures/calculations often under tight time frames/deadlines)
Good familiarity with PCs including Microsoft Word and Excel (ability to create basic spreadsheets)
Good basic accounting background
Able to work under pressure to meet tight deadlines; able to take direction from various staff members and work with minimum supervision
Flexible, ability to multi-task
Be available to work overtime evenings and weekends (often with little notice)

214

Mortgage Lending Loan Servicing Tax Escrow Manager Resume Examples & Samples

Management of routine staffing, hiring, coaching, and personnel management, ensuring productive and accurate execution of all business processes; monitor productivity of area through supervisory staff
Develop, implement and manage policies, procedures and general operations activities for Tax Escrow Administration/Operations area. Assist senior management in developing plans, policies and procedures to meet the overall corporate objectives. Ensure that proper workflow is maintained between the Operations area and other areas of Mortgage Loan Servicing Administration
Responsible for the review of all rules and regulations of Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC) and regulatory agencies which pertain to the Mortgage Servicing Department. Analyze, plan and coordinate the implementation of the required changes and ensure documentation is available for Audit and Compliance review
Manage the annual escrow analysis under Real Estate Settlement Procedures Act (RESPA)
Ensure tax bills for the servicing portfolio are paid in a timely manner, economically, according to investor, regulatory and Bank guidelines in order to avoid penalties
Manage tax wire disbursements according to guidelines
Responsible for establishing monthly monitoring process for Reg X RESPA and Reg Z Truth in Lending regulatory requirements that impact the area and ensuring all monthly monitoring is completed and documented for Corporate Compliance Risk and CFPB review
Responsible for Tax Escrow Administration/Operations vendor management monitoring which require completion of risk assessment questionnaires, business reviews and qualitative assessment tasks
Serve as liaison between Tax Escrow Administration/Operations and other areas to ensure that high quality customer service and communication are maintained
Direct the implementation of changes or enhancements to the mortgage data processing system as they relate to operations function of Tax Escrow Administration/Operations and ensure policies and procedures are developed for all areas
Responsible for submitting all changes to area policies and procedures to Mortgage Change Control Committee for approval and distribution
Analyze unresolved issues escalated by direct reporting managers and form creative solution to the mutual benefit of client and Bank
Responsible for developing and implementing specific plans and programs as required by the Mortgage Lending Performing Loan Servicing Manager
Eight years of experience across mortgage servicing, operations, tax and escrow
Four years of experience managing a team
Management experience in several functional areas of tax and escrow administration with working knowledge of mortgage origination, closing, default and foreclosure
Comprehensive knowledge of mortgage servicing operations systems, such as Black Knight Financial Services
Detailed knowledge of Homeowner Protection Act (HPA), Reg Z RESPA and Reg Z Truth in Lending, and CFPB requirements as it pertains to mortgage origination and servicing to ensure compliance with federal, state and investor requirements
Exceptional organization and prioritizing skills with strong problem-solving and analytical skills
In-depth mortgage loan industry knowledge
Proven process improvement skills
Ability to work independently under fast-paced conditions and changing priorities within established guidelines and procedures
Ten years of experience within mortgage servicing
Seven years of management experience
Management experience in several functional areas of escrow administration with working knowledge of mortgage origination, closing, default and foreclosure
Comprehensive knowledge of Black Knight Financial Services mortgage servicing systems (MSP)
High degree of verbal and written communications skills with the ability to communicate clearly and concisely to clients and various levels of management within the Bank

215

Income Tax Accountant Resume Examples & Samples

Prepares or reviews federal, state, and local income and franchise tax returns, estimated payments, and extensions
Prepares or reviews complex analyses of book/tax differences and examine impact on tax returns and/or tax provision
Prepares or reviews quarterly and annual FAS109 calculations for current and deferred tax expense
Assists with federal and state income or franchise tax audits
Participates in process improvement initiatives involving tax controls, technology changes, documentation initiatives
Communicates with internal and external personnel regarding audits, taxes and other matters
Provides guidance, technical direction and training
Performs tax inventory revaluations related to I.R.C. 263A (UNICAP)
Provides data to internal/external auditors, taxing authorities and other departments
Master's degree in Accounting, Finance, Taxation or a related field and one year progressively responsible related experience or
Bachelor's degree in Accounting, Finance, Taxation or a related field and two years progressively responsible experience in accounting, taxation or related field

216

Tax Trainee Resume Examples & Samples

Assisting staff within the tax department on areas including VAT, PAYE/PRSI & income tax
Working closely with senior staff members in tax consultancy projects
Working on Revenue audits and various tax projects
Be a recent graduate or postgraduate from a third level institution
Be eager to pursue a career within taxation and ultimately become a Chartered Tax Adviser with the Irish Tax Institute
Have strong communication and interpersonal skills

217

EY Tax Managers, FS Transactions & Treasury Resume Examples & Samples

Relevant tax experience either within the asset management industry,
Previous experience working on transactions in a Big-4 accounting firm and/or law firm
CTA and/or Law qualification
Excellent relationship management skills with the ability to manage client expectations

218

Tax Lodgements Administrator Resume Examples & Samples

Be responsible for administering the tax compliance function, including the set-up of new clients in our databases and tax preparation software
Maintain the internal tax agent lodgement program
Deal with ATO notices and ATO correspondence; Lodgement of tax returns with the tax office
Sending out completed tax returns and supplementary documents to clients
Action client correspondence where appropriate in accordance with strict timelines
Exceptional organisations skills, with a keen eye for detail
Ability to work independently in a process driven environment - part time hours
Previous use of accounting software such as Solution 6 and/or MYOB would be advantageous however not essential
A practical working knowledge of Word and Excel is essential as well as an ability to quickly learn and assimilate new technology tools
Be flexible with a ‘can do’ approach, with an ability to prioritise multiple requests from client serving staff

219

Manager Africa Tax Coordination Service Advisory Resume Examples & Samples

Manage large multinational accounts across the continent
Scope and review tax advisory projects that involve countries across the continent
Manage client relationships and identifying new business opportunities
CA(SA) with Hip in International Tax Law or a LLB/LLM with Hdip tax Law or other relevant qualifications
At least 5 years tax experience
Motivated and energetic
Patience and endurance to deal with problems across the ASA
Good interpersonal and organisational skills
Well-developed computer literacy skills
Excellent communication skills - written and verbal
Understanding of diversity
Attention to detail and meticulous, concern for excellence
Must be able to work under pressure and meet strict deadlines
Ability to liaise with senior people at client level

220

Tax-human Capital Resume Examples & Samples

Manage client’s payroll portfolio
Develop and establish good client relationships and actively seek for business service opportunity
Build up own network out of Human Capital department to expand business opportunities

221

Excise Tax Analyst Resume Examples & Samples

Preparation and timely filing of federal excise tax returns and deposits
Oversee the functionality of the tax preparation software for federal filings
Respond to motor fuel inquiries, as needed
Assist with federal and state motor fuel excise tax audits
Review tax legislation and regulations related to federal excise tax

222

National Tax Office Resume Examples & Samples

Identify value-added opportunities and work in a team environment to develop business
Strong data management skills, including advanced skills in Microsoft Excel
Ability to mentor and develop staff and seniors, including on the job technical training and coaching

223

HBO Tax Accountant Resume Examples & Samples

Preparation of monthly, annual and long-term indirect-tax forecasting, compliance, and financial reporting for HBO NOW including executive tax dashboards (e.g. year over year comparisons)
Assist tax outsourcing team in sales and use tax compliance process
Prepare calculations necessary for completion of business tax returns and federal, state and local income tax returns (e.g. gross receipts taxes and state apportionment)
Assist in tax planning analysis (e.g. savings opportunities, legislative impacts, etc.) and research supporting tax positions taken by HBO and TW
Assist in preparation of documentation for state tax audits for HBO NOW

224

Tax Team Assistant Resume Examples & Samples

Pipeline management for the client team in the EY Interaction database
Attend and contribute to calls with TTA group
Knowledgeable in all EY databases and software

225

Emeia Tax Centre Resume Examples & Samples

Facilitate monthly payroll process from start to finish including collecting, processing and distributing data via multiple reports
Previous experience of working in global compensation/expatriate management
1 degree or above
Languages are desirable but not essential

226

Director of Tax Resume Examples & Samples

Supervise preparation and review quarterly tax provision including deferred tax calculations and tax-related financial reporting. Handle all Federal, international, state and city income and sales tax audits
Oversee the preparation of all domestic and international income tax returns
Responsible for the review of all domestic and international non-income tax filings including sales and use tax returns, athletic tax returns, GST returns and VAT returns
Research and planning to minimize taxes and the Company’s effective tax rate
Oversee television production tax incentives submissions and related audits
Assist with ad hoc tax inquiries relating to various transactional taxes (e.g. payroll taxes)
Bachelors degree in Accounting preferred
A minimum of 6-8 years of progressive tax management experience within a Big 4 or corporate environment
Strong technical and research background around federal and state tax codes, US GAAP (ACS 740, ACS 740-10-05 and FAS 123R)
Extensive project management skills
Strong PC skills--proficiency in Excel required, JD Edwards and CorpTax experience desirable
Proven ability and desire to work in a team environment

227

Junior Tax Accountant Resume Examples & Samples

Analysis of financial information and preparation of financial reports
Personal and corporate tax
Process incoming paperwork such as bank statements and client documentation
Ensuring clients are complying with federal, state, and local regulatory requirements
Bachelor Degree in Accounting or Taxation – and 1-year experience or 3.0 GPA
Knowledge of Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint)
Knowledge of QuickBooks and Tax Programs
Bilingual fluent in English & Spanish
Prior experience preparing personal and/or business tax returns
Experience working in a CPA or Bookkeeping firm
Knowledge of QuickBooks

228

Director, Expat Tax Resume Examples & Samples

Manage client expectations and delivery of services to expatriate employees of corporate clients
Coordinate special projects and work with partners on expatriate program proposals/business opportunities
Review tax returns and equalizations of expatriate employees
Mentor and coach staff
Manage resource allocation, workflow, and resource utilization
5 or more years of expatriate or individual tax experience
CPA or J.D./LLM, or Enrolled Agent
Demonstrated ability to build and manage client relationships

229

R&D Tax-it / Software Engineer Resume Examples & Samples

Facilitate application of HMRC and BIS guidelines to identify those R&D projects eligible for tax relief
Responsible for high-quality delivery of advice and solutions to major FTSE clients, ensuring management of risk and reputation
Supporting the business in winning new clients by leveraging industry sector expertise through the preparation and delivery of proposals
Leading or working as an effective member of a project team, exhibiting strong communication skills and be able to co-operatively work and create synergies with other team members of different skill sets

230

Director of Tax Resume Examples & Samples

Preparation of Canadian and U.S. income tax provision and tax returns
Review of international tax provisions of foreign subsidiaries
Responsible for global tax provisions
Monthly FAS 109, ASC 740, FIN48, Federal / State / Canadian tax filings and payments
Bachelor’s degree in Accounting or Finance and CPA designation
Minimum of 8-10 years experience in corporate income tax
Provision experience under ASC 740 is required
Critical thinking and analytical skills are a must

231

Personal Tax Accountant Resume Examples & Samples

Qualified applicant will have 5-7 years of experience preparing and reviewing 1040s for High Net Worth clients
BS degree and CPA preferred
Experience with ProSystem fx or GoSystems RS a plus

232

Supervisor, Tax Provision Resume Examples & Samples

5 years professional tax experience
See above. OneSource Tax Provision experience a plus
Bachelor’s degree in Accounting or similar (e.g. finance)

233

Top-tax Dispute Resolution Manager Resume Examples & Samples

Manage the everyday running of the investigation for a portfolio of clients
Prepare disclosure reports, including all computational aspects of the report, for submission to HMRCs Fraud Investigation Service
Liaise directly with clients, contacts and other parties to ensure work is done according to the desired timescales
Recruit, retain, develop and motivate the group's employees. This includes participating in recruitment, ensuring job appraisal documentation is completed within deadlines, and ensuring appropriate objectives and development plans are in place for counsellees
Manage the billing and collection in respect of each client in their portfolio
Identify and recognise business and sales opportunities and inform the partner and client as appropriate
CTA/ACA or equivalent
Experience of tax enquiries and investigations in the UK
Previous management experience

234

Director, State Tax Resume Examples & Samples

Lead and direct Tax Department’s strategic state tax plan to attain department goals and objectives
Effectively communicate tax matters throughout organization, providing tax diligence, guidance and advice to the Company and executes on the plan
Assures that all appropriate state tax returns are filed and tax payments are made in a timely manner
Responsible for administering tax affairs so they are in compliance with state and local tax laws
Coordinate and ensure satisfactory tax audits (internal, external tax authorities, etc.)
Supervise the processing of other tax filings (sales and use, personal property, business privilege, gross receipts, and other filings)
Communicate with taxing jurisdictions to successfully defend tax filing positions and develop appropriate responses to government information and requests
Prepare accurate, well documented U.S. GAAP compliant ASC 740 (FAS 109) calculations and accruals in preparing quarterly and year-end tax provision work related papers, as it relates to the state tax provision
Effectively coordinate all activities of the tax staff leveraging on core competencies of each
Responsible for the career development of the tax staff
Lead and direct unclaimed property filings and audits
Ongoing review and research of state and local tax laws, legislative enactments/proposals, court decisions and administrative pronouncements to ensure optimum tax compliance
This individual will supervise 1 to 3 individuals
Minimum of 4-6 years of public accounting experience (Big 4 preferred), with 4-6 years of industry experience with a focus on state and local tax
Excellent presentation and public speaking skills; includes ability to identify message points for presentations and ability to proactively identify appropriate opportunities to share those messages with all constituent groups
Ability to initiate and direct collaborative efforts of multiple teams throughout the organization, including internal resources, external resources and other constituent groups as appropriate with aim of furthering Company goals
Ability to analyze departmental financial data in order to make strategic and tactical decisions
Set standards for leadership by example, including ability to effect change, resolve conflicts and ensure collaboration within appropriate levels of enterprise; includes maintaining the highest standards of ethical conduct and integrity
Absolute discretion and confidentiality regarding sensitive information
Ability to take initiative to identify, prioritize and implement all elements required for team to fulfill responsibilities in keeping with core strategic goals
Strong problem solving skills, including ability to effectively address any issue in collaboration with others as appropriate; ability to proactively identify and prevent potential problems; ability to develop problem solving skills among direct reports and other team members as appropriate
Ability to advocate and implement professional development for self, direct reports and others, including capability to work with peers and other resources to provide development and mentoring opportunities; includes adherence to organization’s standards for performance feedback
Ability to evaluate and identify opportunities from a strategic perspective, including ability to develop, prioritize and implement plans to meet organization’s core strategic goals
Understanding of the OneSource Tax Compliance System required
Understanding of the OneSource Tax Provision tool required

235

Tax Analyst B Resume Examples & Samples

2-5 Years of Relevant Experience related to US Tax laws- Reg 1441
Bachelor's Degree in Finance, Accounting or Business Management
Good Understanding of U.S. tax information reporting rules applicable to U.S. Persons and non U.S. Persons (Form 1042/1099, IRC Section 302)
Good Understanding and working knowledge of IRS Forms W9 and W8 and their associated requirements
Highly organized; Good analytical skills
Strong PC skills; Microsoft Excel and/or Access (Macros & Database development a plus)
Good knowledge of Securities
Good knowledge of 1042/1099 reportable payments (income/corporate actions); ability to understand & decipher a company prospectus
Ability to work productively in a continuously evolving, complex, high risk and fast pace environment

236

Income Tax Accountant Resume Examples & Samples

Prepares and timely files federal and state individual and fiduciary income tax returns of moderate to high complexity as assigned by the Manager of Tax Service("Manager"), including quarterly federal and state tax estimates as required
Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, employment tax returns (e.g., household employees), non-resident alien trust beneficiaries and other return preparation assignments as determined by the Manager
Prepares and timely files federal gift tax returns of moderate complexity and performs gift tax planning projections or assists with same, as requested by the lawyers and as assigned by the Manager
Performs federal and state income tax projections of moderate to high complexity to assist the lawyers in strategic tax planning or assists with same for clients as assigned by the Manager
Analyzes trusts and other documents to determine the tax return requirements for related accounts as assigned by the Manager
Reviews tax returns and other work product prepared by other tax accountants as assigned by the Manager and reports to the Manager regarding the accuracy of the work product reviewed
Prepares for review by the Manager or designee, amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants, as assigned by the Manager
Participates and assists the Manager in audits of a client’s tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent. Keeps Manager and all parties apprised of the process and consults with Manager and lawyers as appropriate
Provides support to other income tax accountants on tax system and technical support matters relating to fiduciary return and quarterly estimate tax matters
Performs historical tax cost research for assets included in trust or by a client for which the incumbent has return-preparation responsibility
Assists the Manager with maintaining Tax Services policies and procedures
Executes other duties assigned by the Manager which are consistent with the objective of delivering timely and accurate tax administration services to our clients
A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred
Minimum of three (3) to five (5) years of experience in preparation of sophisticated individual and fiduciary income tax returns as required, with at least three (3) years direct fiduciary tax experience in a law firm or bank trust department required
Familiarity with computerized tax preparation software systems is required
Ability to interact professionally and effectively with clients, both internal and external
Ability to be a proactive, self-starter, who understands the details within a much larger context
Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks
Able to work in a collaborative style and environment
Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties
Ability to plan, organize and carry out multiple related activities
Ability to work in a multi-office environment
Ability to work effectively in a culturally and educationally diverse environment
Must pay attention to details and have the ability to follow up and follow through

237

Tax Administrative Professional Resume Examples & Samples

Prepare client billings, coordinate travel and arrange meetings
Compose and edit letters, memos, invoices, meeting minutes and other firm correspondence
Assist in other administrative functions (Filing, scanning, binding, etc.)
Provide backup support, as needed
Excellent MS Office skills (Word, Excel and Outlook)
Two or more years of administrative experience in a professional services environment preferred
Detail oriented (must be able to verify numerical accuracy)
High School Diploma or equivalent; completed coursework from an accredited college/university is preferred

238

In-house Tax Accountant, Ftse Resume Examples & Samples

Key contributor to process for preparing the consolidated tax numbers for all reporting cycles for the business
Liaison with the tax and financial reporting teams in the Group's operating companies as well as external advisors
Ensure the accurate reporting of c£1bn corporate tax charges each year
Ensure full compliance with SOX controls and ensure all relevant walkthroughs and testing is undertaken on an annual basis
Prepare reports for and respond to queries from tax and finance management and Group auditors as necessary
Ensure process and reporting systems are robust and reviewed regularly to ensure they reflect best practice

239

Seasonal Tax Accountant Resume Examples & Samples

Prepare individual personal income tax and business tax returns
Assist with development and supervision of interns and staff accountants
Broad-based tax experience preferred, including individual, corporate and partnership returns
Ability to handle multiple engagements simultaneously, while maintaining consistency and accuracy
Exhibit a high degree of professionalism including the ability to maintain the highest level of confidentiality
Bachelors or Masters degree in Accounting, Taxation, Finance or related field is required
3-6 years of public accounting experience in the tax area is required
Extensive experience with tax preparation and/or review

240

EY Tax Advisors Resume Examples & Samples

Build and maintain relationships with clients and provide high levels of client service
Assist in winning work by proactively leveraging existing client relationships and contribute to winning new clients
Manage the successful delivery of tax projects, ensuring technical excellence and practical / business driven approach taken
Delegate effectively and be involved in the development of junior staff in the UK and offshore team
Private equity experience essential
Previous transactions experience essential
US corporate tax experience essential
Any of – CPA, ACA / CA /Tax Inspectors with full Technical Training course / Law qualification / CTA (or breadth of knowledge equivalent to CTA)
Commercial attitude with the desire to consider the wider business implications of tax
Negotiation skills and an ability to sustain opinion and handle challenges
Team player with ability to create, maintain and lead effective teams
Client driven with a strategic and commercial awareness
Excellent communicator in a range of situations both written and verbal
Enthusiastic with a flexible attitude to work

241

Director of Tax Resume Examples & Samples

Work with business and financial leaders, service providers and/or other tax professionals to develop efficient and effective processes
Responsible for completing all international, federal and state income tax returns for Snapchat and its subsidiaries
Manage all audits for federal and state income taxes
Maintain foreign tax structures and transfer pricing and management fee arrangements
Oversee tax accounting team and leverage outside resources most effectively and efficiently
Ensure appropriate internal controls are in place for accounting of taxes

242

Ey-uk&i Resource Coordinator TAX Resume Examples & Samples

To work as part of the Resource Management team to match resource supply with demand and to drive optimum utilisation across the business
A Proactive liaison with client service staff in the business to understand client / project resource needs and to communicate resource availability
Analyse business forecasting e.g. chargeable hours, headcount against budget
Analyse resource data and highlight areas of concern e.g. significant periods of holidays, training, non-chargeable activities
Ability to work under pressure, to tight deadlines, and to communicate competing demands

243

Manager of Tax Resume Examples & Samples

Reviews and approves individual, trust, estate, gift, pass-through and corporate tax returns
Oversees payroll tax returns/ personal property tax returns
The "go to" for any and all Tax related issues
Collaborates and builds effective relationships with employees and clients
Performs tax planning; reviews tax projections on a quarterly basis
Assist with the growth and strength of the department
4+ years of public accounting experience
Customer Service minded

244

Partnership Tax Accountant Resume Examples & Samples

Supporting the Head of Tax and Partnership Manager on a day to day basis
Answering ad hoc tax queries from the partners and the business
Assist in the preparation of the firm's VAT returns
Provide information and respond to queries from external advisors
Liaise with the operations and financial control teams on tax and accounting issues
Deal with withholding tax queries and related forms
Assist with partner capital where required
Coordinate the firms Short Term Business Visitor Agreement
Prepare various statutory returns for HMRC to include the firm's annual PAYE Settlement Agreement

245

Junior Tax Analyst Resume Examples & Samples

Maintaining Tax UDA in RMS
Maintaining the self-assess matrix
Maintaining the tax calendar for deadlines
Coordinating the preparation and review of monthly sales tax returns with the Accounting department
Compiling accounting and financial information necessary for compliance purposes
Assisting the tax advisors in the filing process in multiple jurisdictions
Providing support in compiling information for tax audits
Providing support in responding to tax notices and inquiries
Coordinating with other departments for maximizing tax credit claims
1-3 years experience in finance and accounting; experience in Tax will be considered as an asset
Good knowledge of Excel and Power Point
Ability to work in a fast paced and multi-tasking environment
Works well in a team but able to work independently equally effectively
Business acumen and excellent analytical skills
Able to work with tight timelines
Bilingual (French and English)

246

Tax Professionals Resume Examples & Samples

BS/BA in accounting or finance, an active CPA or MST highly preferred
3 years of progressive experience within a public accounting firm
Multiple industry experience a huge plus

247

AVP, Tax Manager, Citi Resume Examples & Samples

Preparation of quarterly tax provision calculations under IFRS and US GAAP
Participation in research projects relating to tax planning and tax matters relating to operations and strategies of the group
Preparation of material in response to tax authorities’ queries
Periodic filings of Income and Non-Resident taxes, and foreign affiliate reporting
Preparation of transfer pricing studies on cross-border related party transactions, including obtaining/preparing contemporaneous documentation, as required
Preparation of materials to support U.S. tax reporting requirements
Preparation or review of monthly tax account reconciliations for purposes of financial control
Preparation of year-end tax provision material, as required, for external auditors
Three or more years of experience in taxation, preferably related to financial services
Professional accounting designation
Completion of levels 1 & 2 of the CICA in-depth tax course would be an asset
Ability to work independently combined with good interpersonal skills in order to deal successfully with other disciplines
Excellent organization skills
Excel, Word and Taxprep computer skills are a requirement

248

Administrative Coordinator Tax Resume Examples & Samples

Bachelor’s degree or a minimum 3 years of administrative support experience
Strong PowerPoint, Outlook, Excel, and Word skills are required
Strong written and verbal communication skills, including the ability to interface with key executives in a professional manner
Sets appropriate deadlines and priorities
Strong follow-up skills

249

Statutory & Tax Manager Resume Examples & Samples

Lead, develop and supervise team members in the production of all UKI statutory and tax deliverables
Manage the relationship with Country Controller and the Global tax Group on a day-to-day basis; instill and nurture a strong Business Partnership
Responsibility for planning and managing the statutory and tax compliance timetable for the UKI entities in line with internal policy deadlines
Oversee technical accounting and tax research, including assessing the financial reporting implications of recently issued accounting standards on the business
Responsibility for accounting for acquisitions and liquidations
Manage the relationship with audit and tax advisors answering queries & providing data as required
Identification of scope expansion possibilities and management of projects to implement same
Maximise team performance through target management and motivation
Facilitate and provide cross team support as required
Provide reporting to management on issues, statistics, metrics and projects
Professional accountancy qualification ACCA, CIMA or ACA
7+ years of progressive financial/tax accounting experience
Supervisory and project management experience
Thorough knowledge of Accounting standards (IFRS/ UK and US GAAP) and UK and Ireland tax legislation
Strong technical knowledge of US GAAP
Accounting background with strong analytical skills
Positive attitude and flexible
Strong Project management skills

250

Seasonal Tax Reviewers Resume Examples & Samples

4+ years previous experience with reviewing Canadian and/or U.S. personal income tax returns – ideally with expatriate tax issues experience including residency determination, foreign tax credit claims, sourcing of income between tax jurisdictions
Knowledge of Canadian TaxPrep and US CCH softwares would be an asset
The work hour expectation will vary based on the needs of the business therefore there is not a minimum guarantee of hours per week. You may be asked to work additional hours including on weekends based on client and business requirements. In prior years candidates were able to work as much or as little as they wanted

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