Tax Senior Associate Resume Samples
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Tax Senior Associate Resume Samples
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ER
E Rath
Eric
Rath
57754 Ryder Pike
Philadelphia
PA
+1 (555) 302 9435
57754 Ryder Pike
Philadelphia
PA
Phone
p
+1 (555) 302 9435
Experience
Experience
New York, NY
Tax Senior Associate
New York, NY
Lesch, Reynolds and Zemlak
New York, NY
Tax Senior Associate
- Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
- Support training of tax associates and assist managers in development of staff
- Manage teams of tax professionals and assistants working on client projects
- Provide service to clients while working directly with clients on engagements under the direct supervision of management
- Responsible for Project Management, New Business Development and Personal/Professional Development
- Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal
- Provide timely training, coaching, and performance feedback to staff associates
Philadelphia, PA
Tax-senior Associate
Philadelphia, PA
Roob LLC
Philadelphia, PA
Tax-senior Associate
- Assist with new business development, extended service and tax issue recognition for existing clients
- Manage and drive the success of multiple R&D engagements while providing leadership to the team
- Attracting, developing, and retaining top talent
- Keep abreast of latest developments in tax and the Firm's standards and policies
- Provide timely, high quality client service that meets or exceeds client expectations
- Develop, motivate, and train staff level team members
- Develop, motivate, and train team members
present
Philadelphia, PA
International Tax Senior Associate
Philadelphia, PA
Zemlak, Huel and Smitham
present
Philadelphia, PA
International Tax Senior Associate
present
- Analyze and reconcile international accounting data, including financial statements, G/L accounts and internal calculations to ensure accurate tax provision and compliance reporting
- Prepare quarterly and year-end tax provision calculations in accordance with ASC 740 for various international legal entities/jurisdictions
- Assists with forecasting of cash taxes for various international legal entities
- Assists with Sarbanes-Oxley (SOX) analysis of tax function controls and IRS audit examination resolutions
- Participates in the coordination of international tax compliance data gathering and reporting with TW Divisional tax departments
- Manage and review international disclosure process
- Assist in calculation and documentation of foreign tax credits, earnings and profits, expense allocations and Subpart F income
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Syracuse University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returns
- Solid working knowledge of Microsoft Office, Quickbooks, ProSystem FX, and BNA Tax Planner
- Demonstrate strong ability to manage multiple projects and meet deadlines
- Highly Proficient in MS Office (MS Excel)
- Strong ability to manage multiple projects and meet deadlines
- Exceptional professional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Strong computer skills including proficiency in Microsoft Office and tax return preparation software
- Education: BS/BA accounting; CPA designation or eligibility to sit is highly desirable
- Solid project management and organizational skills with a demonstrated ability to multi-task
- Solid organizational skills with a demonstrated ability to multi-task
15 Tax Senior Associate resume templates
Read our complete resume writing guides
1
Tax Senior Associate Resume Examples & Samples
- Corptax Tax Technology Administration experience
- Highly Proficient in MS Office (MS Excel)
- CPA/MST preferred, not required
2
International Tax Senior Associate Resume Examples & Samples
- 3+ years International Tax experience from Public or Private accounting
- BA Accounting
- Provision FAS 109 experience
- Strong understanding of corporate and international tax
- Comprehensive technical skills in structural realignment, cash and financial statement, effective tax rate analysis, and improvement of tax efficiencies of cross-border flows
- Prior experience as a team leader
- Familiarity with Cross Border Tax Strategies and Form 5471
3
Tax Senior Associate Resume Examples & Samples
- Lead tax reporting and filing efforts for a high volume operations environment
- Monitor tax balances with various state and federal jurisdictions and resolve as appropriate
- Monitor investor tax withholdings with various state and federal jurisdictions and resolve as appropriate
- Manage and implement FATCA effort for the funds
- Assist in tax related support in the annual audit process
- Assist with and review preparation of tax information in quarterly financial statements and investor reports
- Respond to or coordinate investor and investment tax queries
- Assist with special projects and management initiatives
- Strong tax background with 4-7 years of relevant experience in investment management / limited partnerships
- Relevant experience in investment management industry
- BS or BA in Business Administration, Accounting – Tax
- Strong written and verbal communication, interpersonal and leadership skills
4
Big-corporate Tax-senior Associate Resume Examples & Samples
- Establishing effective working relationships with appropriate levels of client staff
- Keeping up-to-date with changes in law and in the firm's products and services
- Keeping up-to-date with local and national business and economic issues
5
Big Corporate Tax Senior Associate Resume Examples & Samples
- ACA or CTA qualification would be beneficial, however we will consider those currently studying, or those who can demonstrate experience from Practice
- Solid experience in practice or industry role
- Some experience of corporation tax compliance and/or consulting
- Knowledge of the Oil industry
- Knowledge of the upstream tax regime
- Motivated to succeed
- Ability to manage own portfolio and workload
6
Big Corporate Tax-senior Associate Resume Examples & Samples
- Proactively managing a portfolio of clients
- Being proactively involved in the financial management of the client
- Keeping up-to-date with local and national business and economic issues that might potentially impact on clients and /or their industry
7
Tax Senior Associate Resume Examples & Samples
- Manage client relationships and provide unmatched client service
- Assist with development and supervision of other tax personnel
- Ability to meet stringent client deadlines while handling multiple concurrent engagements
8
Corporate Tax Senior Associate Leeds Resume Examples & Samples
- UK accountancy or tax qualification (ACA,ACCA and / or CTA) or comparable overseas equivalent
- Previous experience of managing corporate tax assignments, including the management of small teams and budgets
- Audit of tax experience
- Proven client facing and relationship building skills
- A commitment to continuing development of technical knowledge and work based skills
- Self-motivation
9
Direct Tax Senior Associate Resume Examples & Samples
- Strong interpersonal and technical skills are a must
- The ability to take a lead role with clients and work independently
- You will have the opportunity to take the lead on some of your clients and so a passion for client service is also important
- Previous experience in a tax role will be beneficial but not essential as full training will be given
- The successful candidate will have strong UK tax knowledge either through experience or through one of the above exam qualifications
10
Tax Private Business Tax Senior Associate Eat Mids Resume Examples & Samples
- Manage a small portfolio of clients from day one
- Assisting in management, and where possible driving activities, on a portfolio of private corporate/partnership clients
- Assisting in business development activities both in respect of their own clientbase and out in the market
- Helping to grow and develop the private business team including taking the lead in the support and development of more junior staff - sharing knowledge and expertise through team working and actively managing individual work-streams
- There is likely to be some element of oversight of tax return compliance, although the preparation of returns are usually outsourced to specialist teams
- ACA/ATT qualified or equivalent qualification
- You will have strong tax advisory experience
- Experience of working with a wide variety of private business clients is essential
- UK Tax knowledge is essential
- You may be keen to start/progress with a CTA qualification
- Excellent inter-personal and team working skills
- A desire to lead in business development and help grow the practice in the local marketplace
11
International Tax Senior Associate Resume Examples & Samples
- Analyze and reconcile international accounting data, including financial statements, G/L accounts and internal calculations to ensure accurate tax provision and compliance reporting
- Prepare quarterly and year-end tax provision calculations in accordance with ASC 740 for various international legal entities/jurisdictions
- Assists with forecasting of cash taxes for various international legal entities
- Assists with Sarbanes-Oxley (SOX) analysis of tax function controls and IRS audit examination resolutions
- Participates in the coordination of international tax compliance data gathering and reporting with TW Divisional tax departments
- Prepare and review material book to tax differences to derive taxable income for foreign jurisdictions
- Prepare and review U.S. tax compliance for foreign operations required to be filed with U. S. tax return (e.g., Forms 5471, 1118, 8621, 8865, 8858, etc.)
- Manage and review international disclosure process
- Assist in calculation and documentation of foreign tax credits, earnings and profits, expense allocations and Subpart F income
- Assist in developing process improvements for tax provisions and tax controls
- Coordinate and implement tax compliance project work plans; addressing tax needs and expectations within strict time deadlines
- Ability to research and present recent developments in tax legislation regarding relevant issues and law changes impacting financial reporting and compliance
- Leverage resources by collaborating with a wide network of internal and external tax contacts
- Organize and maintain work products in a logical and understandable manner within a defined timeframe and in accordance with firm and regulatory and documentation standards
12
Tax-senior Associate Resume Examples & Samples
- Prepare book to tax reconciliation for various partnership entities and corporate entities
- Participate in tracking partnership/partner tax bases
- Compile tax data and assist in provision of reports and working papers to tax preparer in support of the federal, state and foreign income and franchise tax returns
- Perform interim year partnership projections and allocations to assist the Fund’s investors and the Firm’s partners with making quarterly estimated tax payments
- Assist on performing quarterly and annual FAS 109 calculation in connection with SEC reporting requirements
- Prepare quarterly estimated income tax payments
- Assist with responding to tax authority requests
- Involvement in various special projects
- Must have basic knowledge of private investment fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive fees. Experience with financial services taxation, including PFICs
- Must have basis understanding of hedge fund structures (master-feeder, mini-master, and fund-of-funds)
- Must produce timely and accurate records, and understand that supporting work paper documentation is paramount. Attention to detail is critical
- Must be self-motivated and have the ability to perform under deadline situations with a strong work ethic and little supervision
- Hedge fund and or private equity fund experience preferred
- Must have strong Excel skills
- Need to have strong communication and interpersonal skills; ability to build rapport with internal and external counterparties
13
Tax Senior Associate Resume Examples & Samples
- Handling client tax questions, and working with clients to collect necessary information for tax return completion and compliance
- Prepare complex tax returns, research tax issues and work on special projects
- Work closely with staff on all phases of project and engagement management for multiple clients
- Responsible for Project Management, New Business Development and Personal/Professional Development
- Recognize and inform senior management of opportunities to increase level of service and types of service to clients
- Stay informed and up to date on tax developments and their impact to the client
- 3-6+ years of experience in audit -public accounting
- Large Regional or Big 4 public accounting experience Preferred
- Advanced Excel skills (Pivot Tables, VLookups and Functions)
14
Tax Senior Associate Resume Examples & Samples
- Providing a process driven approach to compliance, that includes creating process maps; utilizing tools and reviewing checklists for deliverables
- Delivering training and creating User Guides; and,
- Understanding of Corporate-, Partnership- and/or SALT-related compliance, emphasizing how these areas interact with SDC models and operations
- Facilitating training to entry level staff; and,
- Willingness to travel to SDC sites to deliver training, including Tampa, South Carolina, India and Argentina.This role involves delivering training using a process driven approach to compliance that includes creating process maps, using tools and reviewing checklists for deliverables and creating user guides
15
Tax Senior Associate Resume Examples & Samples
- Risk management analysis
- Controls remediation
- Organization and/or structure re-design
- Technology review and/or implementation
- Utilizing third-party tax provision software including, but not limited to: OneSource Tax Provision?, Corptax Provision? and Longview Tax?
- Utilizing, Six Sigma and LEAN concepts, as well as implementing Sarbanes-Oxley 404 internal controls
- Utilizing ERP-based solutions, including technical development efforts required for successful ERP solutions--designing, building, testing and deploying the technical components
- Proficient technical skills in FAS 109 and FIN 48
16
Big-corporate Tax-senior Associate Resume Examples & Samples
- Your clients will include listed companies and private-equity-backed groups as well as mid-sized, owner-managed businesses
- You'll be part of a team providing recurring compliance services, and will also be involved in advisory, portfolio structuring and project-based work
- Expect to manage your own portfolio of clients, taking an active role in their financial management and establishing effective working relationships with their staff
17
GDM Tax Senior Associate Resume Examples & Samples
- Emphasizing how compliance areas interact with SDC models and operations
- Developing communications strategies necessary to assess audience needs; and,
- Leveraging technology and tools that enable communications, including Microsoft Office Suite (Word, Excel, Power Point) and Google platforms and tools; and web-based publishing, webcasts, videos and social media platforms
- Writing, communicating, facilitating and presenting cogently; to and/or for all levels of industry audiences, clients and internal staff and management
- Developing and executing communications plans to drive messages through a variety of channels including written, in-person and webcast presentations as well as online communications
- Performing analyses of data to provide reporting to team and/or stakeholders
- Working with peers within the Tax GDM team and cross-functional teams to coordinate consistent messages both internally and externally
- Supporting projects and/or teams that drive or support change including managing stakeholders, overcoming barriers, and resolving complex issues
- Managing multiple projects and priorities; responding to change and working both independently or as a member or a team with minimum direction; and,
- Willingness and ability to travel to practice office sites
18
Tax Senior Associate Resume Examples & Samples
- Research & Development Credit Services
- Fixed Asset & Repairs
- Accounting Methods
- Like-kind Exchange
- Transaction Services
- Meals & Entertainment
19
Tax Senior Associate, Financial Markets Resume Examples & Samples
- Alternative investment funds, mortgage REITs, CDO/CLO transactions, REMIC’s, and other securitizations, leasing or derivatives
- Treasury, banking, finance company, and hedge fund tax operations
- Utilization of MS Office (Word, Excel, Access, PowerPoint) and Lotus Notes to create deliverables
20
Tax Senior Associate Resume Examples & Samples
- Prepare business, individual and fiduciary tax returns
- Work directly with clients
- Develop tax minimization strategies
21
Tax Senior Associate, TAS Resume Examples & Samples
- Four (4) or more years of relevant experience
- Must be technically competent across multiple US federal, international and state income tax disciplines
- Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
- Understanding of US GAAP, including the accounting for income tax principles
22
International Tax Senior Associate Resume Examples & Samples
- Two (2) or more years of experience in corporate, partnership and/or international taxation required
- Strong analytical and basic legal and tax research skills including building models and analysis of financial and numerical data
- Ability to prepare provisions and review
- Basic knowledge of sources of relevant information utilized in tax filings as well as the most widely-used filing forms and awareness of other less widely used forms
- Basic understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law
- Basic knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues
23
Tax Senior Associate Resume Examples & Samples
- Project/Task Management
- Staff Management and Development
- Alert CohnReznick management in a timely fashion of any issues, constraints, challenges, and/or scheduling conflicts that may arise in completing the assigned task(s)
- Education: BS/BA accounting preferred; CPA a plus
- Demonstrated writing skills a must; proposal development experience desired
- Strong tax research and writing skills
24
Tax Senior Associate Resume Examples & Samples
- Tax Compliance and Tax Provision consulting and tax compliance for middle market businesses (1120, 1065, FAS 109, FIN48, ASC 740)
- MST and CPA a plus
- 3-5 years tax experience in public accounting
- Proven competence with MS Office and tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
- LI-HE1
25
Tax Senior Associate Resume Examples & Samples
- Education: BS/BA accounting preferred; CPA and a MST a plus
- 3-5 years tax experience in a public accounting arena
- LI-SG1
26
Tax Senior Associate Resume Examples & Samples
- BS/BA Accounting
- Minimum 3+ years of public accounting experience
- Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
- Solid project management and organizational skills with a demonstrated ability to multi-task
27
Corporate Tax Senior Associate Resume Examples & Samples
- Prepare tax returns for individual, partnership, and corporate clients
- Previous income tax provision preparation skills a plus, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and state tax returns
- Strong computer skills including proficiency in Microsoft Office Suite, GoSystems Tax software, and CCH
- ASC 740 skills a plus
28
Corporate Tax Senior Associate Resume Examples & Samples
- Execute assigned client tax engagements from start to finish, which includes engagement planning, directing and supervising the assignments of tax staff, completing more complex areas of assigned tax projects, and managing the engagements within the budget
- Supervise, train, and mentor other tax associates and interns on assigned tax projects, and assess the performance of the tax staff for engagement reviews
- Review all tax returns completed by the assigned tax staff and make recommendations on tax return preparation regarding accuracy and tax savings opportunities for the client
- Gain a continuous level of increased responsibility in the tax review process
- Prepare tax returns for some of the more complex clients that may include individual, trust, partnership, corporate and foreign tax clients
- Research and consult on various client related tax matters
- Utilize tax-related software to prepare and process tax returns and research tax matters
- Respond to inquiries from the IRS and other tax authorities on a timely manner
- Bachelor's degree in Accounting or a related buiness field is required
- CPA or having parts of the CPA exam passed is preferred
- Two to five years of current tax compliance and/or tax consulting experience is required. Current or previous tax experience in a public accounting firm or a large professional services organization is a preferred
- Previous tax return preparation and review experience is required
- Strong tax accounting skills with proficiency in US GAAP, tax compliance, consolidated corporate tax returns, consolidated federal tax returns, partnership and/or joint venture tax returns and combined state tax returns
- Ability to work additional hours as needed and travel to various client sites as required
29
Corporate Tax Senior Associate Resume Examples & Samples
- Work closely with Grant Thornton’s dynamic clients to provide innovative tax planning, consulting, and compliance expertise
- Supervise Tax Associates on engagements and work closely with Managers on client deliverables
- Serve as an ASC 740/tax provision resource to internal and external clients
- Plan, execute, direct, and complete tax projects in a wide variety of industries
- Make recommendations on business and process improvement and serve as a business advisor to client
- Bachelor's degree in Accounting. Masters in Taxation highly preferred
- CPA license or actively working towards becoming licensed
- A minimum of 3 years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience
- Strong analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and consolidated federal tax returns
- Experience on an integrated client service team
- Computer expertise including knowledge of tax software and technology – experience with ONESOURCE tax provision software is a plus
30
Corporate Tax Senior Associate Resume Examples & Samples
- Lead assigned client tax engagements from start to finish, including engagement planning, directing, completion of assigned tax projects, and managing the assigned projects to budget
- Supervise, train, and mentor other tax associates and interns on assigned tax projects, and assess the performance of tax staff associates for engagement reviews
- Review client tax returns completed by assigned tax staff and make necessary recommendations on tax return preparation regarding accuracy and applicable tax savings opportunities
- Gain a continuous level of increased compliance responsibility in the review process
- Prepare client tax returns for the more complex individual, trust, partnership, corporate and foreign tax clients
- Research and consult with management on various client-related tax matters
- Utilize firm sponsored tax-related software to prepare and process tax returns and research applicable tax matters
- Bachelor's degree in Accounting or a business-related field is required
- CPA or parts of the CPA exam passed is preferred
- 2-6 years of progressive tax compliance and/or tax consulting experience is required. Experience in a public accounting firm or a professional services organization is a plus
- Strong tax accounting skills with proficiency in tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns and combined state tax returns is expected
- Ability to supervise other tax staff and lead client tax projects
- Strong computer software skills, including proficiency in Microsoft Office Suite, Fast-Tax software and CCH, is highly desirable
- Ability to work additional hours as needed and travel to various client sites as required is expected
31
Global Mobility Services Tax Senior Associate Resume Examples & Samples
- Prepare or review US individual income tax returns for inbound and outbound international assignees
- Prepare or review international assignment cost projection calculations, as required
- Work closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development, as appropriate
- Bachelor's degree in Accounting, Finance or business related field
- Licensed CPA, Attorney, or Enrolled Agent designation preferred
- Three or more years of progressive tax consulting experience, preferably with at least two years focused on international expatriate taxation. preferred
32
Income / Franchise Tax Senior Associate Resume Examples & Samples
- Assignments include reverse sales tax reviews, audit defense, and research of sales tax issues
- Prepare returns for more complex Income/Franchise Tax returns including Income and Franchise Tax, Sales and Use Tax, Property Tax, etc. and demonstrate an understanding of increasingly complex tax concepts
- Two to four years of progressive Income/Franchise compliance
- Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales and Use Tax; must be eager to work on a variety of issues and not specialize in one particular area
- Tax consulting experience; experience in public accounting is a plus
33
International Tax Senior Associate Resume Examples & Samples
- Provide international tax services that provide measurable value and advise clients from a range of different industries on international tax matters
- Supervise, train, and mentor associates and interns on international tax projects and assess performance of staff for engagement reviews; perform in-charge role as needed
- Review complex business returns with international complexities and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
- Research and analyze international and domestic tax issues; utilize tax-related software to prepare and process returns and research tax matters
- Write and review tax advice for the client
- Two to four+ years of progressive tax consulting experience, preferably with at least one year focused on international taxation. Experience with a Big 4 firm, law firm, or large corporate tax department of a multinational company
- Ability to supervise staff and lead projects
- Strong computer skills including proficiency in Microsoft Office Suite, tax software, and CCH
- CPA, Masters in Taxation, or LLM in Taxation preferred
34
Partnership Tax Senior Associate Resume Examples & Samples
- Demonstrate and maintain technical expertise in matters related to Partnership (Subchapter K) tax
- Consult with internal and external clients on the technical aspects of tax-efficient structuring of partnership formation, disposition, and restructuring transactions, and on operational matters, including capital account maintenance and partnership allocations; prepare technical memoranda on issues arising in such consultations
- Prepare Excel spreadsheets to demonstrate the application of key Subchapter K concepts, such as 704(b) capital accounts, 704(c) allocations, outside tax basis, inside basis adjustments, disguised sales, and 751(b) hot asset sales/exchanges
- Facilitate client understanding of Partnership (Subchapter K) tax development implications
- Promote collaboration between service lines and industries to provide high quality client service
- Elevate the Grant Thornton Brand by demonstrating thought leadership and embracing our marketing and sales programs
- CPA, or JD (LLM in Taxation preferred)
- 5 or more years of Partnership (Subchapter K) tax consulting experience at a major public accounting or law firm, with a preference for candidates with experience at a National Tax Office and/or IRS National office
- Demonstrated success in a leadership role. For the Senior Manager position, demonstrated ability to independently manage and oversee the structuring and implementation of complex partnership transactions and or advise on complicated compliance issues in a flexible and workable manner
- Strong communication skills and interpersonal skills
35
State & Local Tax Senior Associate Resume Examples & Samples
- Deliver a full range of State and Local Tax services including tax return preparation and review, tax research, preparation of technical memorandums, and drafting client correspondence. Assignments include reverse sales tax reviews, audit defense, and research of sales tax issues
- Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
- Conduct multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden
- Prepare returns for more complex State and Local Tax returns including Income and Franchise Tax, Sales and Use Tax, Property Tax, etc. and demonstrate an understanding of increasingly complex tax concepts
- Two to four years of progressive State and Local Tax compliance and/or tax consulting experience
36
Tax Senior Associate Resume Examples & Samples
- Provide tax planning and consulting to our firm's high net worth clients for estate and gift taxation and overall family wealth planning
- Interact closely with client's other advisors, such as attorneys and financial managers
- Review income tax, gift and estate tax returns for individuals, Limited Liability Companies, S-Corporations and Partnerships
- Review prior year tax returns to look for planning opportunities, etc
- Identify and capitalize on opportunities to expand tax service offerings
- Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas
- Bachelor's degree in Accounting; CPA highly preferred
- A minimum of two to four years of progressive tax consulting and compliance experience in Family Wealth Planning, or a related area in public accounting or consulting
- Experience preparing and reviewing the following types of returns: partnership, estate, S-Corporation, trust, and/or high net worth individual returns
- Exceptional professional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Computer expertise, including knowledge of tax software and technology
- Masters in Taxation, LLM in Taxation, JD or CFP preferred, or currently pursuing one of these degrees/certifications
37
Tax Senior Associate Resume Examples & Samples
- Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes
- Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc.Identify and capitalize on opportunities to sell tax services
- Bachelor's degree in Accounting. CPA required
- A minimum of two to four years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting
- Experience in preparing and reviewing complex estate, trust, and individual returns
- Advanced Microsoft PowerPoint presentation skills
38
Tax Senior Associate Resume Examples & Samples
- Deliver a full range of State and Local Tax services including state and local income and franchise tax return preparation and review, income and franchise tax research, preparation of technical memoranda, and drafting client correspondence. Assignments include assisting clients with corporate restructurings, income and franchise tax research projects, audit defense, and research of income and franchise tax issues
- Review state and local income and franchise tax returns prepared by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
- Conduct multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's state and local tax burden
- Prepare income and franchise tax returns for more complex State and Local Tax jurisdictions and demonstrate an understanding of increasingly complex tax concepts
- Respond to inquiries from state and local tax authorities
- Master’s degree in Accounting or Juris Doctorate with at least 2 years of state and local tax experience
- Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returns
- Strong computer skills including proficiency in Microsoft Office and tax return preparation software
39
Tax Senior Associate Resume Examples & Samples
- Conduct primary and secondary review of complicated State and Local tax returns. Review multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden
- State Income/Franchise Tax experience mandatory, but must be eager to work on a variety of SALT issues
- Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returns
40
Tax Senior Associate Resume Examples & Samples
- Three or more years of general tax experience, preferably with at least a year focused on international, regional and Iranian taxation. Experience with a Big 4 firm, law firm, or large corporate tax department of a multinational company is required
- Strong and proven research skills and strong written and verbal communication skills required
- Good knowledge of tax and business laws and regulations. Knowledge of Iranian Tax laws and regulations would be an asset
- Bachelor's degree in Accounting, Finance or other business related field is preferred
- Advanced degree such as MST, JD or LLM preferred. ACCA preferred
- Fluency in English and Farsi is required
- Ability and willingness to travel, especially to Iran
41
Tax Senior Associate Resume Examples & Samples
- Minimum of 3-5 years of recent experience inPublic Accounting with an emphasis in taxation
- Experience with FAS109
- Strong technical skills in accounting and tax preparation, review experience
42
Tax-senior Associate Resume Examples & Samples
- Review the calculation of ASC 740 tax provisions
- 4 or more years of tax experience in public accounting
- Proficient in Partnership Taxation
- Proficient in ASC 740 calculations
43
State & Local Tax Senior Associate Resume Examples & Samples
- The focus of this position will be state income and franchise taxes, sales and use taxes, gross receipts taxes, employment taxes, credits and incentives, and due diligence reviews
- Research and resolve technical state and local tax issues
- Prepare technical memoranda, matrices and other client deliverables
- Review work papers and state tax returns
- Actively pursuing CPA Certification
- 3 -6 years of current or recent experience in public accounting, law firm or corporate tax department
- Minimum of 2 years experience providing state and local tax consulting services
- Working knowledge of consulting and compliance with sales and use tax
44
Tax-senior Associate Resume Examples & Samples
- Fluent in English and Japanese
- 2 - 4 years experience working in a public accounting with a strong background in S-Corp, Individual's and Consolidated returns
- Strong ASC 740 Provisions experience and large scale corporate compliance experiences
- Masters of Taxation, MBA or JD
45
Tax-senior Associate Resume Examples & Samples
- CPA or law degree preferred
- Minimum of 2 years experience providing sales and use tax consulting services in a Public Accounting, Consulting, or Law firm
- Proven record of maintaining client relationships with business owners, tax directors, or CFOs
- Ability to travel within assigned geographical area
46
Tax-senior Associate Resume Examples & Samples
- 3+ years of recent experience in Public Accounting with an emphasis in taxation
- Experience with S Corporations, C Corporations, Partnerships, Individual (High Net Worth)
- Strong technical skills in accounting and tax preparation, review experience preferred
- Effective verbal and written communication skills, as well as strong computer skills
47
Tax-senior Associate Resume Examples & Samples
- CPA Certification - or currently working towards CPA
- Minimum of 3-5 years of recent tax experience in Public Accounting working on preparation and review of individual, business and partnership tax returns within the real estate industry
- Strong technical skills in accounting, tax preparation, and review experience
- Experience with a national or large regional accounting
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Tax-senior Associate Resume Examples & Samples
- Assist in corporate client needs with respect to tax services and federal and state tax compliance
- Prepare and review the calculation of ASC 740 tax provisions
- Provide industry knowledge and expertise
- Must have at least 2+ for seniors of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
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Tax-senior Associate Resume Examples & Samples
- 3 years of recent public accounting experience required
- Tax planning, preparation and research for our high net worth individual and related business, including trusts and estates and charitable entities
- Write-up of books and records for business and charitable entities
- Private foundation experience
- Contributing to client satisfaction by providing timely services and work product
- Maintaining and fostering relationships with clients and brokers
- Demonstrating an understanding of basic tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
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Tax-senior Associate Resume Examples & Samples
- Minimum of 2 - 4 years of recent tax experience in Public Accounting working on preparation of individual and business tax returns
- Experience with Partnerships and Corporations
- Strong technical skills in accounting, tax preparation
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Tax-senior Associate Resume Examples & Samples
- Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, as it relates specifically to the R&D credit
- Generate and sustain client relationships, yielding a meaningful level of revenue/margin contribution
- Develop an understanding of client's business and become a "functional expert" in the area
- Help drive the success of multiple R&D engagements
- Contribute as industry expert by keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
- Minimum of 3 years of experience in public accounting, or a combination of public accounting and industry/law
- Bachelor's or Master's degree in Accounting or Tax required
- CPA and/or a Tax Attorney (JD) a plus
- Intermediate skills in MS Excel and Access
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Tax-senior Associate Resume Examples & Samples
- 3 years of current or recent experience in public accounting, law firm or corporate tax department
- In depth knowledge of tax laws and regulations
- Minimum of 3 years experience providing state and local tax consulting services
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Tax-senior Associate Resume Examples & Samples
- Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, relating to the R & D credit
- Manage and drive the success of multiple R&D engagements while providing leadership to the team
- Proven track record of practice building and management with a strong understanding and the experience or ability to effectively identify, sell and deliver tax services to mid-sized business clients
- Candidate should have extensive contacts with executives in industry and be adept at marketing and selling tax services at the most senior levels in client organizations
- Minimum of 2 plus years R&D experience in public accounting, or a combination of public accounting and industry/law
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Tax-senior Associate Resume Examples & Samples
- Works with the tax team to prepare and review tax returns
- Responsible for preparing and/or reviewing 990 tax forms
- Provides timely, high quality client service that meets or exceeds client expectations
- Recognizes and informs senior management of opportunities to increase level and types of services to clients
- Ensures professional development through ongoing education and obtaining additional certifications as appropriate
- Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance
- Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate
- Completes research and special projects as needed
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Financial Services Tax Senior Associate Resume Examples & Samples
- Two years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
- Working knowledge of alternative investment vehicles and structures, including hedge funds, private equity funds and mutual funds
- Basic understanding of the tax implications associated with financial products
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Tax Senior Associate Resume Examples & Samples
- Maintain and continue to develop good working relationships and demonstrate effective communication with client personnel at appropriate levels
- Demonstrate the ability to plan, prepare, and deliver work independently with limited supervision
- Continue to develop knowledge of all services offered by the firm and look for cross-selling opportunities
- Gain an understanding of the firm’s billing standards and look for opportunities to become responsibly involved in billing
- Continue development of technical expertise in niche area and gain an understanding of the industry as a whole
- Research and resolve technical and complex tax return and accounting issues, consulting with more experienced staff as necessary
- Prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget
- Participate with planning activities related to assigned projects
- Monitor and supervise progress of staff in all engagement phases; provide performance feedback when needed
- Demonstrate a thorough understanding of the clients operations and accounting systems, financial condition, and the industry in which it operates
- Responsible for ensuring that deliverables and workpapers produced by team members are clear and concise, and comply with firm standards
- Demonstrate the ability to identify and develop budget and deadline considerations and strive for adherence
- Demonstrate significant progress towards acquisition of CPA license if not already licensed
- Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities
- Proficient with Microsoft Excel, Word, Outlook
- CPA candidate required, CPA strongly preferred
- 3- 4+ years of public accounting experience, industry, or a combination of public accounting and industry
- Experience supervising 2 to 6 or more individuals
- Experience with a variety of industries, and possess thorough understanding of individual, partnership, S-Corp, C-Corp returns and/or experience with a variety of accounting and financial statement issues
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Tax Senior Associate Resume Examples & Samples
- Begin gaining a general understanding of all services offered by the firm
- Begin to demonstrate the ability to supervise less experienced staff and review their work product
- Work diligently towards acquisition of CPA license if not already licensed
- 3-4+ years of experience in public accounting, industry, or a combination of public accounting and industry experience, or its equivalent
- Experience with Quick Books, ProSystem fx, and CCH Engagement, or similar software
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Tax Senior Associate Resume Examples & Samples
- Bachelor’s degree in Accounting, with a preferred 3-5 years of public accounting experience
- Certified Public Accountant (CPA) license or working towards obtainment of licensure
- Good people management skills and ability to lead and coach staff
- Demonstrate strong interpersonal skills and work ethic
- Demonstrate strong verbal and written communication skills
- Proficiency with Microsoft Word and Excel
- Knowledge of ProSystem Tax and ProSystem Engagement Software a plus
- Demonstrate strong ability to manage multiple projects and meet deadlines
- Demonstrate flexibility to work additional hours as needed
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Tax-senior Associate Resume Examples & Samples
- Keeping abreast of changes in industry regulation and maintain competency through continuing education
- Researching and resolving technical issues
- 2 plus years experience providing state and local income tax consulting and compliance services
- Bachelors degree in Accounting or closely related field
- A proven record of simultaneously managing multiple projects and engagement teams
- CPA or on track to receive
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Tax Senior Associate Resume Examples & Samples
- Preparation/ review of income tax returns
- Project management of on-going client write up projects
- Coordinates with the Senior Manager or Partner on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling
- Demonstrate knowledge of the tax process
- Provide overall leadership, supervision, and training where necessary
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Tax Senior Associate Resume Examples & Samples
- Assistance with income tax provisions (FAS109) and FIN48 work-papers
- Project management of on-going client projects
- Coordinates with the Manager or Partner on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling
- Prepares and Reviews the tax working papers and determines that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
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Tax Senior Associate Resume Examples & Samples
- Prepare and review Federal and state corporate, partnership, and individual tax returns
- Perform a variety of tax consulting projects such as permanent establishment analyses and nexus studies
- Prepare clear, concise workpapers and other communications
- Provide timely training, coaching, and performance feedback to staff associates
- 5-7 years of professional Federal and state income tax experience including experience in public accounting
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Tax Senior Associate, Fixed Assets Resume Examples & Samples
- Support teams of client and KPMG personnel in the execution of project work, monitor and support progress against project milestones to help ensure timely and high quality delivery of deliverables across a variety of clients within multiple industries
- Conduct on-site fieldwork and review of activities and costs pertaining to office buildings, laboratories, facilities, and data centers and complete quantitative and qualitative analyses to evaluate tax treatment of expenditures
- Conduct interviews and collect data from company subject matter experts, including scientists, engineers, architects, technical specialists, accounting, and finance personnel; review voluminous databases of fixed assets for errors, inconsistencies, and potential savings
- Analyze technical documents (construction drawings, technical papers, and other materials) provided by clients to ascertain and document tax treatment of items
- Perform reconciliations between financial and tax reporting of relevant expenditures and prepare client reports and deliverables
- Calculate depreciation expense amounts and develop financial models from project results
- Two years of experience within fixed asset consulting, cost segregation, construction management, and/or valuation
- Licensed CPA, Masters of Tax, or J.D./LL.M. (Please note: any candidate hired by KPMG into this position that does not currently possess one of the aforementioned credentials or designations will be required to secure one within one year from the commencement of employment)
- Experience managing multiple client engagements, construction management, accounting or fixed assets
- Desire to focus on non-routine and non-recurring tax advisory and project related work
- Self starter with demonstrated high performance capabilities
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VAT Tax Senior Associate Resume Examples & Samples
- Drafting power point presentations on VAT matters to the VAT leaders
- Assisting the VAT leaders in the interpretation of the VAT Act, planning and restructuring
- Assisting the VAT leader in the market and division’s expansions
- Actively working with some practice management issues associated with the VAT team, such as work-in-progress monitoring
- Consulting and liaising with clients on matters of a compliance type nature, checking schedules and issuing VAT Returns
- Drafting reports in respect of reviews
- Identifying exposure in respect of VAT
- Strong academic credentials (Minimum GPA of 3.3)
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Tax Senior Associate Resume Examples & Samples
- Generate Canadian tax slips for Canadian clients
- Report, review and reconciliation
- Cusip scrubbing and data management
- Working knowledge of Canadian tax processing, Canadian Revenue Authority Rules, and backup withholding rules, this includes slips T3, T4, T5, and T5008 to the clients and to the CRA
- Strong knowledge of Qualified Intermediary Rules for reporting to the US IRS
- Familiarity with all aspects of Registered Plan processing, including rules and regulations as well as contribution and withdrawal requests to RRSP, RRIF and RESP accounts
- Strong technical skills utilizing Microsoft Excel, Word, and PowerPoint
- Knowledge of BPSC, BPS, and DTCC a plus
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Sales & Use Automation Tax Senior Associate Resume Examples & Samples
- Minimum of Bachelors degree
- 3-5+ years experience in sales/use tax
- 2-3 of those years focused/partially focused on sales/use tax systems and automation (Vertex, Sabrix, Taxware in conjunction w/ERP-Oracle, SAP, PeopleSoft, JDE/EnterpriseOne)
- Manage/Maintain daily project tasks for specific clients
- Work closely with senior manager(s) on project planning as well, as well as overall solution design
- Work closely with staff on implementing tax solution design(ie set up of rules, exceptions, etc in tax software)
- Manage project budget and keep senior manager(s) informed of budget
- Interface with clients in all aspects of our projects
- Experience managing and developing others for these types of implementations
- Experience querying and pulling datasets from one of these solutions
- Direct experience performing configuration in one of these solutions
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Tax Senior Associate Resume Examples & Samples
- Work with and assist other senior members of the M&A Tax practice with various technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies
- Develop, motivate, and train team members
- Minimum of 3 years' experience in federal tax M&A experience at a public accounting firm
- CPA or J.D./LL.M
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Transfer Pricing Tax Senior Associate Resume Examples & Samples
- More than (2) years of prior work experience required
- At least one (1) year or prior experience working within a transfer pricing practice required
- Experience with review of tax provisions from a transfer pricing perspective preferred
- Strong analytical and basic research skills
- Capable of working in a deadline-driven environment and handle multiple projects simultaneously
- Capacity to build and maintain strong relationships with client personnel
- Intermediate understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
- Intermediate knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues
- Experience working on different types of analysis across a number of industries
- LI-KP1
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National Tax Senior Associate Resume Examples & Samples
- Providing consulting services for various federal tax groups including federal tax collection
- Assisting in management and delivery of client IRS collection and penalty abatement projects, including review and analysis of client data, preparation of required supporting documents and IRS filings
- Contacting and working with IRS collection and Appeals staff regarding client projects and filings
- Managing client deadlines and the workflow for multiple parties, including internal and external clients
- Interfacing with clients and approaching client interactions with maturity and discretion
- Demonstrating excellent team skills, positive attitude and high ethical standards
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Tax Senior Associate Resume Examples & Samples
- Consistently take ownership of assigned engagement objectives and demonstrate the ability to handle multiple concurrent engagements
- Keep supervisors apprised of engagement and scheduling issues on a timely basis
- Maintain and continue to increase consistent involvement in billing responsibilities and related issues based on your client relationships
- Become involved in firm and service line administrative duties as requested
- Consistently demonstrate initiative and sense of responsibility in ensuring follow through of open items and issues through completion
- Maintain and continue to develop relationships with client personnel, and communicate engagement status and issues effectively and timely; maintain contact throughout the year
- Demonstrate advanced technical expertise in niche area(s) and solid understanding of the industry as a whole
- Demonstrate the ability to plan, prepare, review, and deliver work independently with limited supervision
- Perform a review of the work prepared by other staff for coverage, completeness, and accuracy
- Demonstrate a thorough understanding of the client’s operations and accounting system, financial condition, and the industry in which it operates
- Demonstrate the ability to prioritize and manage multiple assignments, develop project budgets, and manage deadlines
- Work with Direct Report Manager to establish a plan to participate in outside networking opportunities such as Chamber of Commerce events, Young CPA events, etc
- Demonstrate ownership of and commitment to plan of professional development, professional reading, and CPE
- 4-5+ years or more of public accounting experience, industry, or a combination of public accounting and industry
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Tax Senior Associate Resume Examples & Samples
- Minimum of 4 years of progressive tax experience
- Excellent communication and presentation (verbal and written) skills, as well as exceptional client service skills
- Proven competence with MS Office and tax compliance and research software, including ProSystem, BNA portfolio and projection, CCH Axcess and RIA
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Tax Senior Associate Resume Examples & Samples
- Research tax issues
- Recognize potential problems within engagements and discuss these with the manager or partner
- Prepare tax projections
- Prepare tax planning assignments
- Prepare other tax consulting projects, as needed
- Assist on other non-tax work in off-season such as financial statement compilations, reviews, and audits
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Sales & Use Tax Senior Associate Resume Examples & Samples
- Two to four years of progressive State and Local Tax compliance
- Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales and Use Tax; must be eager to work on a variety of SALT issues and not specialize in one particular area
- Strong computer skills including proficiency in Microsoft Office, Fast-Tax software, and CCH
- Property Tax experience a plus
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Tax Senior Associate Resume Examples & Samples
- Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
- Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
- Achieve charge hour goals
- Review associates’ accounting, tax or auditing work: provide constructive review points
- Train and mentor associate staff
- May be involved in the client billing process by assisting Managers or Directors
- Identify and begin to develop knowledge in selected specialty practice
- Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
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Tax, Senior Associate Resume Examples & Samples
- Identify, research, and provide analysis on a wide range of complex tax issues
- Demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
- Perform as part of a multidisciplinary team
- Assist with tax-planning responsibilities for individual clients
- Supervise associates and teach technical concepts to less experienced staff
- Clearly communicate work plan and objectives to project supervisor and manage project assignments
- Develop trusted relationships with client personnel and collaborate with clients to compile project information and resolve issues
- Deliver a high quality project on time and on budget; and
- Effectively manage a team of people to deliver a technically and quantitatively correct work product
- Advanced degree and licensure preferred: MST, MAcc, JD/LLM, CPA
- Three or more years of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns
- Proficiency with Microsoft Office Suite, specifically in Excel, PowerPoint, and Word
- Proficiency with BNA Income Tax Planner
- Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda
- Experience managing projects including scheduling, budgeting, corresponding with clients, and billing
- Experience with Gift, Estate, and Trust tax planning and compliance experience a plus
- Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters a plus
- Prior Big 4 experience a plus; and
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Tax-senior Associate Resume Examples & Samples
- Keep abreast of latest developments in tax and the Firm's standards and policies
- Associates/Bachelors Degree (is a plus) or transferable work experience
- Ability to effectively communicate in person and in writing
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Tax Senior Associate Resume Examples & Samples
- Manage tax compliance, tax provision, and tax advisory services to Exploration and Production Companies
- Minimum of 3 to 5 years related experience in public accounting
- 2+ years of tax experience in the Energy space required with Exploration & Production (E&P) experience preferred
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Tax-senior Associate Resume Examples & Samples
- Work with other specialty groups on issues that intersect with other technical matters such as corporate taxation and partnerships
- Participate in firm training to enhance the knowledge of firm professionals in executive compensation, retirement plan alternatives, fringe benefits, accountable plans and employment taxes
- Minimum of two years of experience in compensation and benefits or payroll taxation
- Experience with Qualified and Non-qualified Retirement Plans (e.g., ESOPS, 401(k) plans, defined benefit pension plans)
- Masters in Tax or LL.M
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International Tax-senior Associate Resume Examples & Samples
- Minimum 2 years of experience in Public Accounting
- Experience preparing and reviewing returns (S-Corps, C-Corps or Partnerships) and researching tax issues
- Ability to travel to client sites as needed, some to require overnight accommodations
- CPA (with JD or MST in progress) strongly preferred, or LL.M. in Taxation
- Experience with International Tax compliance including, but not limited to Forms 1120, 1120-F, 5471, 5472 8865, 8858 and 1118
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International Tax Senior Associate Resume Examples & Samples
- Research international tax issues using RIA Checkpoint and Westlaw. Will be expected to perform tax research tasks in an often short time-frame including the ability to quickly process private letter rulings, technical advice memorandums, field service advisories, revenue rulings, court cases, treasury regulations, internal revenue code sections, etc
- Prepare and review technical tax memorandums including description of relevant facts, addressing of issue(s), adequate description of the relevant tax law using correct Blue Book citations, and logical analysis and conclusion
- Treaty (particularly, Limitation on Benefits) and Foreign Account Tax Compliance (“FATCA”) analysis and preparation and review of Forms W-8BEN-E and W-8IMY
- Structuring and Restructuring including determination of whether transactions qualify under IRC sections 368, 351, 332, and 355 and the interplay of IRC section 367
- Determination of whether transactions of CFCs create Subpart F income (including applications of any available exceptions), computations of net Subpart F income and planning to avoid Subpart F income
- Determination of whether transactions with CFCs creates an Investment in U.S. property under IRC section 956 and computation of the taxable income inclusion at the U.S. Shareholder level
- Computations of earnings and profits for both foreign (including post-1986 foreign income tax pools) and domestic corporations (including domestic consolidated tax group’s E&P under Treas. Reg. section 1.1502-33)
- Computations of tax basis in the stock of CFCs and domestic corporations (including tax basis of stock of domestic corporation in U.S. consolidated tax group under Treas. Reg. section 1.1502-32)
- Planning and advising on IC-DISCs and calculations of commissions
- Foreign cash repatriation planning including E&P loss planning and utilization of foreign tax credits and Previously Taxed Income
- Inbound debt structuring and planning including analysis of judicial debt/equity factors and new IRC section 385 rules
- Foreign acquisition and sale planning including elections under IRC section 338(g) in conjunction with foreign tax credit reductions under IRC section 901(m) and impact of such elections on the seller’s side (IRC section 1248 and foreign tax credit impact)
- Passive Foreign Investment Company analysis and calculations
- Advice and computations related to foreign tax credits including creditability, income sourcing, limitation under IRC section 904, Overall Foreign Losses, Overall Domestic Losses, interest expense apportionment under the Fair Market Value method, etc
- Assist in preparing and/or reviewing international components of the US Federal tax return including the Forms 5471, 8858, 8865, 5472 and 1118. Also, preparing and/or reviewing Forms 1042/1042-S and Treaty Based Returns on Forms 8833/1120-F
- Application of Dual Consolidated Loss rules and preparation of various elections and annual certifications
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Tax Senior Associate Resume Examples & Samples
- Plan and direct corporate and partnership tax compliance engagements
- Prepare and review quarterly and annual income tax provisions; identify and document uncertain tax positions
- Perform and review technical tax research, analysis, and written memorandum
- Responsible for project management as well as resource scheduling and management
- Focus on management of client relationships to ensure delivery of exceptional client services
- Offer ongoing status updates to management and to the engagement team
- Responsible for leading a team of senior and staff level positions and ensure proper execution of assignments
- A minimum of 5 years or prior experience demonstrating a progression in complexity, scope and number of engagements in public accounting
- Experienced at preparing income tax returns and tax provisions
- Knowledge of federal, state, and local tax laws
- Strong research and compliance skills
- Proven ability to work on multiple client engagements and adhere to tax deadlines
- Excel and ProSystem tax software experience preferred
- Must have a CPA license
- Exceptional written and verbal communication skills are essential, coupled with the utmost attention to detail
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Payroll Tax Senior Associate Resume Examples & Samples
- Support payroll system set-up including data migration and transition
- Deliver payroll processing service including ensuring the operational aspects of payroll processing and associated activities (including payroll reconciliation, salary disbursement, overpayment recovery, leave management and reporting) are accurate and delivered within appropriate timeframes and comply with relevant legislation
- Prepare complex payroll (and human resource information, if applicable) for data input and assist with checking/reviewing, quality control and maintenance of records to ensure accuracy, service quality and data integrity
- Assist the client to meet its taxation, superannuation and other legislative and statutory obligations through processing and preparation of returns, related reports, forms and other documentation as requested
- Provide a responsive, accurate client advisory service on payroll matters, resolve difficult enquiries and assist in identifying payroll errors and implementing corrective action where required to ensure employee salaries are processed accurately and database integrity is maintained
- Coach, mentor, train and coordinate the activities of the staff
- The Senior Payroll Associate must work as part of the wider Payroll team and liaise with appropriate staff within the team
- Contribute to the application and monitoring of the Hub’s methodology framework, principles, and delegations
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Tax Senior Associate Resume Examples & Samples
- Assist clients with current issues which may include bankruptcy emergence planning, out of court workouts, debt restructurings, tax basis, earning and profits, and section 382 studies
- Liaise with a target company’s finance/accounting departments and tax advisors to gather pertinent facts for an analysis of tax risks
- Develop, motivate, and train staff-level team members
- A minimum of three years of experience in federal tax and/or mergers and acquisition in a public accounting firm, corporate tax department, or law firm
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Indirect Tax, Senior Associate Resume Examples & Samples
- You’ll lead the successful delivery of Indirect Tax engagements, taking a professional, practical and commercial approach and ensuring technical excellence
- Advise how indirect taxes such as value added tax (VAT) or good & services tax (GST) impact clients’ supply chain and financial and accounting systems
- Strong teaching skills in developing associates and conducting trainings
- Dedicated, innovative, resourceful, analytical and able to work under pressure
- A Bachelor’s degree or professional accounting qualification
- Minimum of 2 years of work experience in a professional services or professional tax organization dealing indirect tax matters
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Tax Senior Associate Resume Examples & Samples
- Three or more years of general tax experience, preferably with at least a year focused on international, regional and Jordan taxation. Experience with a Big 4 firm, law firm, or large corporate tax department of a multinational company is required
- Consulting and compliance experience is needed
- Advanced degree such as MST, JD or LLM preferred. CPA preferred
- Fluency in English and Arabic
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Tax Senior Associate Resume Examples & Samples
- Prepares monthly/quarterly/annual financial statements and other documents as required, including sales tax reports, payroll reports, year-end tax forms, and other reports required by clients
- Processes month-end balancing and journal entries and provides an analysis of general ledger accounts
- Completes the month-end process for clients
- Balance multiple priorities, handle client responsibilities and deliver a high quality work product
- Identify client issues and conflicts and proactively communicate solution options to the client and team
- Develop and maintain a good working relationship with clients
- Follow documentation standards and prepare clear, concise and orderly working papers
- Perform self-review
- Demonstrate excellent time management skills
- Exhibit teamwork and responsibility with engagement team members
- Use current technology and tools to enhance the effectiveness and efficiency of service
- Perform other accounting and consulting duties as needed
- Proficient with Microsoft Excel and Word
- Experience with QuickBooks, Great Plains, or similar general ledger software package desirable
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Tax Senior Associate Resume Examples & Samples
- BS/BA accounting preferred
- MST and CPA preferred
- Minimum 3-5 years tax experience in a public accounting firm
- Financial Services Industry experience preferred
- Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
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Transaction Tax-senior Associate / Manager Resume Examples & Samples
- You’ll work closely with our Transaction Advisory Services (TAS) colleagues, focusing on the tax aspects of mergers and acquisitions (M&A) and other transactions-related work
- You’ll assist in conducting buy-side and sell-side tax due diligence and advise on tax efficient acquisitions and divestments, advise clients on tax efficient restructurings, reviewing taxes in financial models and reviewing transaction documents
- You’ll be involved in researching tax issues, preparing written communication in a succinct and deal-driven manner, helping clients with responses to tax authorities, and assisting clients in strategizing on the tax aspects of the transactions
- You’ll assist Senior Managers/Managers on project development, client pursuit initiatives and the management of regional priority accounts
- You’ll liaise with our TAS and other colleagues in Malaysia and outside Malaysia, clients, targets and other advisors actively to ensure information is obtained and documented in a timely manner
- Minimum of 2 years of work experience in transaction tax or a related field
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Tax Senior Associate Resume Examples & Samples
- BA/BS Degree - preferably in Accounting or related field of study
- Must be eligible to sit for the CPA exam -or a licensed JD
- Minimum of 2 years of experience in a public accounting environment with a strong background in Partnerships, S Corporations and C Corporations and Commercial industries
- Experience/strong interest in ASC740
90
Tax Senior Associate Resume Examples & Samples
- 2-6 years of experience in public accounting required – with a compliance background in corporate taxation preferred
- Excellent MS Office experience required
- BS in Accounting from an accredited university required
- CPA Certification preferred
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Tax Senior Associate Resume Examples & Samples
- Prepare tax returns involving complex issues and with a focus on returns dealing with individuals, partnerships, corporations, pass through entities, estates, including multi state taxation
- Review less complex individual and business tax returns
- Delegates work to staff according to their experience and capabilities in conformance with the planning documents
- Use research services to increase technical knowledge and provide valuable services to clients
- 3 to 5 years of public accounting experience in a tax environment, with a concentrated focus on complicated corporation returns, including multi state taxation preferred
- Thorough knowledge of accounting principles, practices, and procedures on manual and automated systems
- Experience with clients in automotive dealership and retail industries preferred
- Thorough working knowledge of MS Office: Word, Excel, PowerPoint, and Outlook required
- Strong organizational, time management, and interpersonal skills required
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Tax Senior Associate Resume Examples & Samples
- Manage a client base of mid - large multi-national corporations
- Prepare advanced tax research projects
- Proactive effort to develop new business with both current and prospective clients
- Strong skills in research and writing desired
- Desire to foster client and internal relationships
- CPA Certification required
- 3-6 years of public accounting experience servicing mid - large market business entities required
- Thorough knowledge of the tax process required
- ASC 740, multi-state taxation and experience with multi-national corporations preferred
- Knowledge of ProSystem FX preferred
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International Tax Senior Associate Resume Examples & Samples
- 2 – 5 years of international tax experience, either in public accounting firm or law firm or combination of both required
- Progress toward attaining CPA license or CPA license required; License to practice law preferred
- Either a Masters in Taxation/Accounting or a Juris Doctor with an LL.M. in Taxation required, but an J.D./LL.M. in taxation is preferred
- Strong analytical skills and broad understanding of U.S. corporate tax law with an emphasis in international corporate tax required
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Tax Senior Associate Resume Examples & Samples
- Preparation / review of income tax provisions (FAS109) and FIN48 workpapers
- 2 - 6 years of experience in public accounting – with a solid compliance background in corporate taxation required
- Thorough knowledge of the tax process is required
- Excellent MS Office experience is required
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Tax Senior Associate Resume Examples & Samples
- Provides corporate tax compliance and advisory services to a variety of clients, including Fortune 1000, private companies and owner-managed business entities
- Provides tax preparation services to high net worth individuals and complex individual and business returns
- Work as a part of a multi-disciplinary team helping to provide industry knowledge and experience. Industries may include: hospitality, healthcare, insurance, financial services, professional services, manufacturing, government contracting, retail, construction, real estate, etc
- Serve as a tax return reviewer for returns prepared by Tax Associates
- Conduct tax research and keep informed of current tax developments and effectively apply tax knowledge and research to a specific client's situation
- Advise clients and be responsible for delivering high quality tax service, including analyzing business processes and identifying ways to automate processes and/or implement improved processes
- Exude a growth-motivated attitude with objectives to grow the practice with compliance and consulting services
- Interact and communicate effectively with all levels of staff at DHG and with all clientele
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Tax Senior Associate Resume Examples & Samples
- Embrace a positive learning environment through coaching and development of associate staff
- Tax preparing and reviewing of federal and state tax returns for Partnerships, C Corporations, S Corporations, Non-profit, and individuals
- Desire to grow in tax complexities while keeping current with updates of Taxation Codes and Regulations with the ability to transfer knowledge into resolution and best outcome to the client
- Manage various client projects which may include IRS audit assistance, tax notice response, trust returns, gift and estate returns
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Not For Profit Tax Senior Associate Resume Examples & Samples
- Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
- Previous tax return review and preparation experience
- Tax compliance, federal tax returns, and state tax returns
