Tax Services Manager Resume Samples
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Tax Services Manager Resume Samples
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KH
K Huel
Kaela
Huel
206 Robb Meadow
Houston
TX
+1 (555) 732 2762
206 Robb Meadow
Houston
TX
Phone
p
+1 (555) 732 2762
Experience
Experience
New York, NY
Tax Services Manager
New York, NY
Anderson Group
New York, NY
Tax Services Manager
- Assist in developing the EY thought leadership culture (i.e., assisting with the development of standard methodologies and sharing best practices)
- Provide timely and high-quality Tax services and work products that exceed client expectations as well as mentor, coach and delegate work to tax team members
- Manage the work of client service team members. Provide training and retain team members
- Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery
- Analyze complex client issues and assist in developing recommendations and implementation plans. Create innovative solutions to complex issues
- Manage the work of client service team members. Provide technical guidance to engagement staff and seniors
- Assist in developing and delivering quality OME work products in a timely and responsive manner
Detroit, MI
Business Tax Services Manager
Detroit, MI
Trantow-Lind
Detroit, MI
Business Tax Services Manager
- Enhancing tax governance and control through content management solutions, workflow technologies and document management
- Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy
- Providing leadership, counseling, and career guidance for the development and motivation of the engagement team
- Drive and embed performance improvement for the global tax function
- Actively delegating work to junior members of the tax team
- Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements
- Reviewing, designing and embedding of effective tax control framework and processes across the end to end supply chain
present
Detroit, MI
Tax Services Manager Indirect Tax-national Tax Global Trade
Detroit, MI
Green and Sons
present
Detroit, MI
Tax Services Manager Indirect Tax-national Tax Global Trade
present
- Perform customs compliance work for clients and/or review work completed by team members
- Develop and deliver quality planning ideas with timely and responsive services and high-quality work products
- Develop strong relationships across a network of existing and future clients and key stakeholders
- Lead in developing recommendations and implementation plans
- Make informed decisions in complex and judgmental areas
- Participate in ongoing business development
- Keep informed of current customs developments and effectively apply knowledge to client situations
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Rowan University
Bachelor’s Degree in Accounting
Skills
Skills
- Have proficiency in the taxation of executive compensation and knowledge of Code Sections 83, 162(m), 280G and 409A
- Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential
- Professional knowledge in a broad range of sales and use tax processes, concepts and tools
- Contribute to generate profitable revenue by identifying additional engagement opportunities and building lasting relationships with clients
- Ability to work in fast-paced professional services environment
- Strong interpersonal skills and excellent analytical and written communication skills
- Contribute to generating profitable revenue through identifying follow-on engagement opportunities and developing lasting relationships with clients
- The ability to work well in a team environment and be comfortable supervising teams of EY personnel and client personnel
- Demonstrate strong technical tax skills, and effectively apply tax knowledge to client situations
- Professional knowledge in a broad range of state and local Income/Franchise tax processes, concepts and tools
7 Tax Services Manager resume templates
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1
Tax Services Manager Resume Examples & Samples
- Provide timely and high-quality Tax services and work products that exceed client expectations as well as mentor, coach and delegate work to tax team members
- Build client relationships, demonstrate knowledge of client business and manage engagement time and budget. Develop long term relationships with networks both internally and externally
- Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products
- A bachelor's degree in Accounting or a master's degree with an emphasis in Accounting or Law
- A minimum of 5 years of relevant federal tax experience with recent experience with a public accounting firm is preferred
- A valid US Certified Public Accountant (CPA) license; or active State Bar membership or Enrolled Agent certification
2
Tax Services Manager Resume Examples & Samples
- Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing a compliance group by assisting with forecasting future compliance work, delegating work effectively, and resolving staffing issues. Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions
- Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process
- Build client relationships and demonstrate knowledge of the financial services industry
- Help to develop and guide staff and other junior tax professionals by providing effective performance feedback and on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide tax services; challenging traditional procedures used in the past; and attempting to find new approaches. Please click here to refer a friend to this position
- A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
3
Tax Services Manager Resume Examples & Samples
- A bachelor's degree with an emphasis in accounting and a minimum of 5 years of work experience in tax; or a master's degree and at least 4 years of related work experience; experience within a corporate tax department is also valuable
- Relevant experience in one or more of the following specialty areas: a) tax software products such as CORPTax, TaxStream, OneSource, Fast-Tax, Longview, Insource, etc.; b) tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; c) tax process and operational assessments
- We seek candidates with strong tax functional knowledge, demonstrated ability to team with and motivate others, and demonstrated ability to build meaningful and influential relationships with clients and colleagues
4
International Tax Services Manager Resume Examples & Samples
- US federal income taxation (US tax laws and regulations, including experience with Subchapters C and N of Chapter 1 of the Internal Revenue Code)
- Large cross border transactions involving publicly traded companies
- Tax modeling, earnings and profit, and basis studies; and
5
Tax Services Manager Resume Examples & Samples
- Sales and pursuit responsibilities include
- A bachelor’s degree and a emphasis in accounting or finance and approximately 5 years of related work experience in global or international tax compliance or approximately 4 years equivalent experience in business or industry preferred
- CPA or EA certification
- Strong project management skills; ability to manage multiple engagements and consistently meet deadlines
- Excellent managerial, leadership, organizational, teaming and verbal/written communication skills
- Willingness and ability to travel up to 30%, when required
6
Tax Services Manager National Tax-indirect Tax Value Added Tax Resume Examples & Samples
- Demonstrate a detailed understanding of common principles of VAT and be able to effectively apply them to client situations. Deliver work products that meet or exceed client expectations. Identify and present VAT opportunities and risks as well as ancillary tax planning and other special services
- Thoroughly and accurately analyze information. Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions. Lead in developing recommendations and implementation plans and make informed decisions in complex and judgmental areas
- Support multiple client teams on an ongoing basis with delivery of VAT advice under the supervision of Senior Managers and Partners in client meetings and during conference calls
- Work in teams and delegate and review work to Staff and Senior-level team members
- Assist in the execution of the practice’s business plan through practice development activities, speaking opportunities and training of junior staff members
7
Tax Services Manager Resume Examples & Samples
- Support and manage the delivery of a wide variety of engagements ranging from HR systems/HR service delivery strategy and organization design as well as HR process mapping and redesign
- Perform portfolio rationalization of HR-related applications of integrated systems or best-of-breed solutions
- Support and lead vendor solution evaluations
- Ability to facilitate client discussions and collaborate with clients and identify engagement follow-on opportunities, a strong desire to excel demonstrated global HR and payroll consulting experience and proven functional knowledge of leading technology vendors in the marketplace (including SAP, PeopleSoft, and Workday payroll modules as well as reports, controls and associated process design)
- Demonstrated global HR and payroll consulting experience in developing strategies, conducting assessments, leading vendor selections, designing processes considering associated risk and controls, and implementing solutions worldwide
- Strong quantitative acumen, including outstanding analytical ability, functional knowledge of MS Excel, Word and PowerPoint
8
Tax Services Manager Resume Examples & Samples
- Collect and document engagement team and client feedback
- Lead in developing recommendations and implementation plans and making informed decisions in complex and objective areas
- A Bachelor’s degree with an emphasis in accounting, finance, and/or technology; an advanced degree in tax and/or technology is highly desirable and a minimum of 5 years of related work experience
- Willingness to travel 50% of the time
9
Tax Services Manager Resume Examples & Samples
- Manage the work of client service team members while participating in and contributing to the attainment of team goals
- Lead in developing recommendations and implementation plans and make informed decisions in complex and judgmental areas
- A bachelor's or master’s degree in accounting, finance, business or related field
10
Tax Services Manager Resume Examples & Samples
- “Know Your Client” and “Anti-Money Laundering” (KYC/AML) processes
- A minimum of 5 years of relevant tax consulting experience or operational background
- An ability to work in fast paced environment
11
Tax Services Manager Business Tax Services Resume Examples & Samples
- Develop scenarios and build models to demonstrate and test the steps of those processes
- Assist team members in the testing of developed processes and models
- Strong technical writing skills
- Willingness to travel up to 50%, as necessary
12
Tax Services Manager Resume Examples & Samples
- Evaluate and implement complex partnership transactions
- Assist clients with initial planning of complex partnership transaction through the tax compliance and reporting process
- Supervise the work of Seniors and Staff professionals
- Excellent managerial, organizational, project management, and verbal/written communication skills
13
Tax Services Manager Resume Examples & Samples
- Demonstrate an understanding of increasingly complex concepts, the legislative and regulatory process, the integration of politics into such process, and strong writing and other communication skills
- Provide high-quality services and ""time-sensitive"" advice that meet and/or exceed our clients' expectations
- Prepare internal memoranda, written products provided to clients, and other documents for use in conjunction with the Treasury Department and Congress
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide services; challenging traditional procedures used in the past; and attempting to find effective approaches
- A bachelor's degree with an emphasis in accounting, finance, economics or a related field preferred and a minimum of 6+ years of relevant tax experience or equivalent experience in business
- Excellent managerial, leadership, organizational, and verbal communication skills
14
Tax Services Manager Resume Examples & Samples
- Provide a fully integrated approach to transfer pricing, prepare documentation, defend transfer pricing in audits, and develop tax planning approaches
- Identify transfer pricing opportunities
- Minimum of 5 years of work experience in professional services or professional tax organization, with specific experience in transfer pricing
15
Tax Services Manager Resume Examples & Samples
- Actively engage in required consultations
- Focus on people/talent development by counseling, coaching and impacting others through identification of stretch and challenging goals
- Manage key components of multiple Indirect Tax engagements, including strategy, planning, risk assessment, team management, engagement economics and delivery of exceptional client service
- Challenge the effectiveness of the Indirect Tax strategy and approach for all engagements
- Assist with invoice extraction and data acquisition
- Design and implement technologies and processes to enhance and create efficiencies for sales tax teams
- CPA license a strong plus
- SAP ABAP experience a strong plus
16
Tax Services Manager Resume Examples & Samples
- Manage executive compensation projects both in and out of the transaction setting and perform and/or supervise internal and external market competitive analysis for various executive compensation projects, including base salary, annual incentives, and long-term incentives
- Draft technical memos and opinions addressing Code Sections 83, 162(m), 280G and 409A. Assist with or manage the design and implementation of various compensation programs and assess the prevalence of these programs within diverse industries
- Assist with or manage analyses of compensation programs in mergers and acquisitions, and analyze salaried jobs within client peer groups
- Assist in providing technical advisory services relative to tax, accounting, regulatory and governance matters
- Supervise and provide leadership to staff. Initiate and participate in business development/marketing activities
- A Bachelor's degree with an emphasis in accounting, business, finance, human resources, or a related field with a minimum of 5 years of related executive and compensation consulting tax experience, preferably in a professional services environment
- An MBA, Masters of Tax, or JD with strong academic credentials is a plus
- Strong quantitative and qualitative skills and analytical acumen
17
Tax Services Manager Indirect Tax-national Tax Global Trade Resume Examples & Samples
- Provide insight, connectedness and responsiveness to all clients while demonstrating a good understanding of their business
- Thoroughly and accurately analyze information
- Approximately 5 years of related work experience; or a graduate degree and approximately 4 year of related work experience
18
Tax Services Manager Resume Examples & Samples
- Perform report writing. project planning, data analysis, and development of presentation material
- Manage projects, including scoping, creating deliverables and managing budgets
- Develop and maintain client relationships, opportunities internally through partners and externally directly with clients, developing proposals, budgeting and managing quality risk management (QRM) issues in line with public accountancy and regulatory requirements
- Work with others, both within the firm and with clients
- Manage and develop others, either directly or indirectly
- Develop and raise awareness and knowledge of the group both externally and internally
- A bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience. CPA, ASA or State Bar certification, PHR beneficial
- Proven analytical skills (either a relevant degree or post graduate qualification), knowledge and experience in one or more of the following areas: reward, employee benefits, executive compensation, equity, employment compliance, redundancy, trade unions
- Knowledge of and experience in the HR aspects of mergers and acquisitions, international human capital implications of mergers and acquisitions, experience working in a consulting environment
- Excellent analytical skills, including understanding of financial analysis and accounting principles, strong Excel skills
- Ability to work to tight deadlines and flexibility to adapt to changing requirements, great teaming skills; ability to integrate with new cross-functional and cross-border teams quickly, build strong client relationships and manage client expectations
- Excellent written and verbal communication skills, and the ability to advise, challenge and influence clients at all levels in an organization, a strong client focus and awareness of the business, commitment to make an impact on the team
19
Tax Services Manager Resume Examples & Samples
- A bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience, A minimum of 5 years of experience in sourcing, payroll process improvement advisory, shared service center design and administration, and vendor transitions; MBA or advanced degree preferred
- Demonstrated global payroll consulting experience and proven knowledge of leading technology vendors in the marketplace, such as ADP, PeopleSoft/Oracle, SAP, Lawson, Workday, Meta4, Infor and other major technology solutions (of particular interest in SAP and PeopleSoft payroll modules including reports, controls and associated process design), developing strategies, conducting assessments, leading vendor selections, designing processes considering associated risk and controls, and implementing solutions worldwide
- Proven expertise in defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines, significant large-scale project management experience, including budget, scope and resource management as well as the ability to engage clients and colleagues at all levels
- Excellent client service, interpersonal, communication, organizational, and project management skills (written and verbal), strong numbers acumen, including outstanding analytical and quantitative abilities, functional knowledge of MS Excel, Word and PowerPoint
20
Tax Services Manager Resume Examples & Samples
- A bachelor's degree and approximately 5 years of relevant work experience; or a master's degree and approximately 4 years of relevant work experience; financial services experience desirable
- Assessing and improving tax processes and controls
- Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server)
21
Tax Services Manager Resume Examples & Samples
- A bachelor's degree with an emphasis in business, accounting, finance, human resources management or a related discipline and a minimum of 5 years of industry experience, advising clients on how to maximize the efficiency and effectiveness of their HR service delivery model and operation of the HR function, ranging from HR strategy to process design to shared and self-service applications and enabling technologies, considering insourcing, outsourcing and offshore solutions. MBA or advanced degree preferred
- Project management experience and experience with global or multi-national projects
- Ability to facilitate client discussions, collaborate with clients, identify engagement follow-on opportunities, and have a strong desire to excel
- Ability to assess, develop, design, implement, and monitor any area of HR operations from a people, process and technology perspective
- Experience in defining business strategy, requirements and technology needs, including program/design, process, risk, and controls
- Excellent client service, interpersonal, communication, organizational skills, strong numbers acumen, including outstanding analytical and quantitative abilities
22
Tax Services Manager Resume Examples & Samples
- Work directly with clients on projects involving many aspects of employee benefits, human resource operations, and human resource transaction-related projects
- Track and assess project goals, issues, timelines, action items and budgets using project management tools and methodology
- Assist in implementing techniques to improve engagement productivity, increase efficiencies, mitigate potential risks and help identify potential business opportunities
- A Bachelor's degree with an emphasis in accounting, business, finance, human resources, or a related field and a minimum of 5 years of experience in tax and employee benefits law; MBA, Masters of Tax, or JD a plus
- Strong project management, organizational skills and client-facing skills
23
Tax Services Manager Resume Examples & Samples
- Interface with EY Human Capital engagement leaders to cross-sell TTDAS delivery capabilities to the full complement of HC client teams
- Build internal and external awareness of TTDAS resources, developing relationships with market and service leaders
- Manage projects in a rigorous, time sensitive environment and deliver high-quality solutions through the use of cross functional teams and remote resources; ensure projects have the proper scope, cost, and delivery schedules
- Provide deep analytical expertise to Human Capital's tax compliance, tax advisory, and HR advisory engagements
- Stay abreast of current business and economic developments relevant to our client's business, and act as a leader in adopting new tools and techniques
- Bachelor’s degree in Accounting, Finance, MIS, or a similar analytical field, with preference given to candidates possessing a graduate degree in Business, Taxation, Data Science, or additional years of demonstrated technical experience
- 5-8 years of experience in the fields of accounting technology, mobility tax, HR advisory, workforce analytics, compensation and payroll advisory, or predictive analytics for HR
- A professional certification in tax, HR consulting, or project management; or a willingness to obtain such within the first year of employment
- An understanding of how to design advanced tools in Microsoft Excel, including the use of pivot tables, complex formulas, modeling techniques, and the Visual Basic for Applications language
- A familiarity with Microsoft Access, structured programming concepts, relational database design, and SQL
- An ability to quickly understand complex tax concepts and use technology to support data modeling, analysis, visualization or process automation
- A strong customer focus with good listening, negotiation and problem-resolution skills; this role must have confidence, poise and diplomacy when interacting with all levels within the firm
- Experience developing and mentoring junior team members; a demonstrated ability to remotely manage teams
- Strong leadership, networking, and sales skills, with an interest in learning about the domains of mobility taxation, expatriate assignment services, global payroll, and workforce analytics
- Flexibility and willingness to travel
24
Tax Services Manager Resume Examples & Samples
- Possess and continually increase understanding of complex expatriate tax issues
- Coordinate and deliver accurate, quality tax returns for assignees
- Coordinate the delivery of various Mobility and other Tax services offered by the firm in a proactive manner that exceeds client expectations
- Conduct/review research on various topics such as technical or treaty interpretation/application, regulatory issues, and payroll matters; prepare/review the related communications for the client
- Develop the client’s understanding of local tax issues and proactively explain implications of recent law changes
- Develop, supervise and manage the team’s technical skills, client service skills, and engagement management skills
- Assist Partners and Senior Managers in identifying new business opportunities
- A Bachelor’s degree, preferably with an emphasis in accounting, finance, economics or a related field (an advanced degree in tax or law is highly desirable)
- A minimum of 5-7 years of relevant tax experience or equivalent experience in business or industry
- Professional certifications e.g. CPA, CA, ACCA, LEC
- Broad exposure to tax advisory and tax compliance
25
Tax Services Manager Resume Examples & Samples
- Work on a variety of engagements to incorporate and develop new technology solutions to address complex tax problems
- Help manage the building of custom applications in various platforms, including SQL, for our EY teams and clients
- Able to manage and actively develop web-based applications and web services in Microsoft Visual Studio .NET technologies
- Act as a liaison between Tax Technology & Data Analytics Services and Global IT to rapidly deploy new technology solutions developed by TTDAS to the EY Global Technology infrastructure
- Bachelor’s degree in computer science and 5 years experience or Masters degree and 4 years experience
- Strong data analytics skills
- Experience in one or more of the following preferred: Microsoft Visual Basic, Visual Basic for Applications, Microsoft Access, SQL
- Demonstrated experience designing and developing databases and web-based applications for tax engagements
26
Tax Services Manager National Tax Global Trade Resume Examples & Samples
- Identify and implement operational efficiencies
- Manage key components of multiple tax engagements, including strategy, planning, risk assessment, team management, engagement economics and delivery of exceptional client service
- Develop strong relationships across a network of existing and future clients and key stakeholders
- Keep informed of current customs developments and effectively apply knowledge to client situations
- Lead client service teams
- Participate in and contribute to achieving team goals
- Experience with Trade Automation tools preferred
27
Tax Services Manager Resume Examples & Samples
- Provide timely and high-quality tax compliance, tax provision, and tax consulting services that exceed client expectations
- Build client relationships and demonstrate an understanding of client financial statements and their business
- Develop, manage, and execute plans for engagement project teams including: objectives, timelines, milestones, priorities, team member responsibilities, work products and engagement economics
- Identify, prioritize and manage level-appropriate engagement issues in a responsive and timely manner. Properly convey issues to both EY individuals and client personnel to ensure the highest quality of service is executed and risk is managed effectively
- A degree, preferably with an emphasis in accounting, finance or a related field; an advanced degree in tax or law is highly desirable
- Excellent managerial, organizational, and verbal/written communication skill
28
Tax Services Manager Resume Examples & Samples
- Manage projects in a demanding, time-sensitive environment and deliver high-quality solutions through the use of cross-functional teams and remote resources; ensure projects have the proper scope, cost and delivery schedules
- Manage technology development initiatives through the entire software development life cycle (SDLC), including requirements, design, development, implementation, testing, maintenance and support
- Build and maintain relationships with clients and engagement teams to cross-sell TTDAS services
- Provide deep tax technology expertise to partnership and corporate global compliance and reporting engagements
- Certified Public Accountant (CPA), Juris Doctor (JD), Enrolled Agent, or Project Management Professional (PMP) certification
- Experience with corporate and partnership tax compliance and a good understanding of tax compliance systems (GoSystem, OneSource, Corptax, etc.)
- Ability to manage multiple projects, assign and manage work activities, meet deadlines and develop project management reporting in a timely and effective manner
- Prior work experience with financial services industry (wealth and asset management) is a plus
29
Tax Services Manager Resume Examples & Samples
- Demonstrate an understanding of complex unemployment tax concepts and effectively apply tax knowledge to client situation
- Identify and present opportunities for tax planning and other services. Manage the work of client service team members
- Thoroughly and accurately analyze information. Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions
- A minimum of 3+ years of relevant tax consulting experience or equivalent experience in business or industry
- CPA or CPP certification
30
Tax Services Manager Resume Examples & Samples
- Provide timely and high-quality services and work products that exceed client expectations as well as build client relationships and demonstrate knowledge of client business
- Generate new business opportunities by developing ideas and solutions
- A minimum of 5 years of relevant tax experience in public accounting or industry
31
Tax Services Manager Resume Examples & Samples
- Manage tax compliance, tax provision, and tax advisory services to flow-through and C corporation entities
- Provide timely and outstanding client service exceeding client expectations
- Solid technical tax and accounting knowledge
32
Tax Services Manager Resume Examples & Samples
- A bachelor’s degree in public policy, health policy, journalism, English, communications, or business or a related degree
- Approximately 3-6 years of research, writing, legislative reporting, government relations and developing and producing materials on health care policy
- Strong technical writing and communication skills
- Professional presence and confidence
- The ability to communicate on multiple levels for various audiences
- The ability to produce timely materials for external audiences
- Excellent organizational and verbal communication skills
- Strong Microsoft office skills, specifically Word, PowerPoint and Excel
33
Tax Services Manager Resume Examples & Samples
- A bachelor's degree with an emphasis in accounting and approximately 5 years of related work experience in indirect tax process improvement experience or equivalent experience in business or industry; or a master's degree and approximately 4 years of related work experience preferred
- Sales and use tax experience and/or corporate indirect tax compliance experience preferred
- Relevant experience in one or more of the following specialty areas: indirect tax software products such as Vertex, ONESOURCE Sabrix, ADP Taxware; tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; tax process and operational assessments
- Willingness and ability to travel at least 50% of the time
34
Tax Services Manager Resume Examples & Samples
- Oversee project delivery on a variety of engagements, incorporating technology to address complex tax problems
- Prepare information reporting and withholdings, foreign bank and financial account report, foreign account tax compliance act
- Work on base erosion profit shifting
- Manage projects in a demanding, time-sensitive environment and deliver high-quality solutions through the use of cross-functional teams and remote resources; confirm projects have the proper scope, cost and delivery schedules
- Bachelor’s degree in Accounting or Finance and approximately 5-8 years of related work experience; or a graduate degree or minor or dual degree in Accounting Information Systems preferred
35
Tax Services Manager National Tax-indirect Tax Value Added Tax-san Francisco Resume Examples & Samples
- Participate in and lead educational sessions on developments in international VAT legislation and case law
- Translate your technical skills into practical solution-oriented advice, creating added value for our clients
- Manage a team of Staff and Seniors on ongoing client engagements and participate in our annual review process
36
Tax Services Manager Resume Examples & Samples
- Review and provide feedback on ACA client-facing reports and tools (e.g., dashboards) and provide testing support
- Bachelor’s degree in accounting, finance, law or human resources and approximately five to eight years of related work experience
- Help create solutions and new processes to supplement current client service offerings
- Ability to communicate effectively with a wide variety of disciplines and teams
37
Tax Services Manager Resume Examples & Samples
- Manage actuarial engagements, including pension valuations, benefit certifications, and government reporting for a variety of clients
- Contribute to client satisfaction by providing timely and effective responses to client needs and concerns; participate in client meetings and work within a team environment to deliver fully integrated benefit services to clients
- Track and assess project goals, plans, issues, timelines, action items and budgets using project management tools and methods
- Assist in implementing techniques to improve engagement productivity, increase efficiencies, and mitigate potential risks
- Manage and contribute to the attainment of group and individual goals by transferring knowledge, monitoring engagement team performance, providing guidance and productive feedback, and facilitating teamwork
- Monitor and direct professional staff members in support of EY initiatives and processes
- A bachelor's degree with an emphasis in actuarial science, mathematics, statistics or a related field and a minimum of 5+ years of pension actuarial experience, preferably from an audit support perspective
- Excellent interpersonal, teaming skills and strong project management skills
- Ability to direct, train and mentor staff
38
Tax Services Manager Resume Examples & Samples
- Research and analyze global withholding tax rules and issues, including FATCA, CRS and IGAs. Research and analyze bilateral and multilateral international treaties. Understand and apply withholding tax rules to client’s business transactions
- Coordinate foreign country resources (20+ countries) on global projects, through monitoring of status, budget/billing and project timeline
- A bachelor's degree and approximately 4 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience
- Knowledge of ERP applications or other sector-specific IT applications, specifically related to tax functionality is a plus
- Demonstrated integrity, values, principles and work ethic
- CPA certification, member of the Bar or foreign equivalent certification
- Second language skills are highly desirable
39
Tax Services Manager Resume Examples & Samples
- Manage various projects and team members in the process of delivering high quality work products to clients
- Help to develop and guide senior and staff tax professionals by providing effective performance feedback and on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals
- Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations including understanding impact to the real estate industry
- A bachelor's degree with an emphasis in accounting, finance , or economics and approximately 5 years of related work experience
- Strong tax technical skills including tax research and writing skills, flow through entity taxation, REIT taxation, income and franchise taxes, transfer taxes, and compliance skills as it relates to multi-state jurisdictions
- Tax technical experience with the real estate industry/REIT clients or experience with flow through entity taxation is a plus
40
Tax Services Manager Resume Examples & Samples
- Build and maintain a portfolio of indirect tax clients
- Tax (CTA), Accountancy (CPA, ACCA, etc.), Customs brokerage or trade related qualification
- Mentor and develop trainees
- Be able to travel from time to time
- 5-7 years for Manager level
41
Tax Services Manager Resume Examples & Samples
- Help develop an Innovation Incubator that will serve as the central point of focus for new, high-potential services innovation for Americas Tax
- Assist with the development and implementation of a portfolio of new service opportunities, with regular communications to Americas Tax leadership
- Test critical tax, technology and other business assumptions in developing new services, establishing the relevant business cases and communicating new service ideas throughout EY
- Develop, track and report on metrics for new tax service projects within the Incubator
- Contribute innovation expertise to the broader portfolio of new service investments and initiatives across Americas Tax
- Represent EY Americas Tax as a thought leader in the field of business innovation
- Bachelor’s degree required; MBA or advanced degree highly preferred
- Five-plus years of experience in corporate innovation, management consulting or strategy development and implementation. Strong preference for experience with services (versus product) innovation
- Significant exposure to corporate innovation frameworks, corporate venture capital, public or private business incubators/accelerators, or other significant experience with early-stage businesses or start-ups in a corporate environment is required
- Experience in early-stage sales, marketing or operations in a business to business environment highly preferred
- Experience in the corporate finance and/or accounting/tax services industry preferred but not required
- Demonstrated ability to execute a corporate innovation strategy and to develop and scale new business opportunities
- Working knowledge of and experience with best practices in driving corporate innovation
- Strong leadership skills with the strength to be a force for change
42
Tax Services Manager Resume Examples & Samples
- Challenge the effectiveness of the tax strategy and approach for all engagements
- Team effectively and provide insight, connectedness and responsiveness to all clients while demonstrating a good understanding of their business
- Help client tax departments operate at peak efficiency and productivity and better position them to take advantage of tax saving opportunities that might otherwise go undetected T
- Documenting and reviewing current state tax processes and controls to identify enhancement opportunities
- Supporting the development of a business case to justify tax process enhancement solutions
- Providing support during the indirect tax software/ vendor selection process
- Documenting tax data requirements
- Implementing automated indirect tax calculation and compliance solutions
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Tax Services Manager Resume Examples & Samples
- A bachelor's degree in Accounting, Finance, Economics or related field and approximately more than five years of related work experience; or a graduate degree in Tax or Law and approximately four years of related work experience
- Minimum of four years of broad real estate-related tax consulting experience in business or industry preferred
- Experience in tax compliance, partnership taxation, real estate investment trusts, partnership allocations, acquisition planning and structuring preferred
- Strong technical and writing skills
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Tax Services Manager Resume Examples & Samples
- May prepare or review estate, gift and generation skipping transfer tax returns as requested
- Manage all aspects of engagements and/or specific engagement responsibilities assigned by the Tax Senior Manager
- Commitment to ongoing learning in a tax technology environment and proficient use of trust tax processing systems
- 3 - 5 years of experience working on complex trust tax returns and reports
- Demonstrated ability to analyze and solve problems
- Thorough understanding of fiduciary tax law and concepts required to prepare US Federal and State fiduciary tax returns
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Tax Services Manager Resume Examples & Samples
- Manage multiple projects and junior team members in the execution of the technical matters and operations of the practice
- Assist and advise the firm’s clients regarding international VAT matters
- Research VAT legislation, case law and other VAT guidance to support Senior Managers and Partners on client engagements
- A minimum of 4 years of VAT/ indirect tax consulting experience or equivalent experience in business or working for the government
46
Tax Services Manager Resume Examples & Samples
- Provide tax-related domestic and cross-border planning and compliance assistance to business-connected individuals and their associated entities
- Assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and related assets
- Serve as an advisor to high-net-worth individuals, family businesses and executive groups by providing a wide array of professional tax services, including individual and flow-through entity tax planning and compliance; fiduciary income tax planning; and gift tax, wealth succession, and estate tax planning and compliance
- Participate in client meetings and work within a team environment to provide integrated advisory services to clients
- Strong business development skills
47
Tax Services Manager Resume Examples & Samples
- Lead FAS 106 retiree medical valuations, redesign health and welfare plans, pre-merger due diligence, post-merger integration, the development of paid time-off programs, and the implementation of strategies to manage health and welfare costs
- Assist with vendor selection and management
- Apply project management skills and technical and business knowledge to ensure that the quality of work products and project deliverables meet clients' expectations
- Assist in growing and sustaining ongoing client relationships
- Coordinate staffing and fulfilment on projects
- A Bachelor's degree with an emphasis in mathematics or business, a master’s degree a plus and a minimum of 5 years of related health and welfare, FAS 106 retiree medical valuation experience, preferably in a professional services environment
- Member of American Academy of Actuaries is preferred
- ASA-FSA preferred or close to obtaining
- Willingness and desire to develop business
- Excellent verbal, written, interpersonal, and team-building skills
- Ability to work independently in a fast-paced environment
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Tax Services Manager Resume Examples & Samples
- Provide US international tax advice for host country clients or host country subsidiaries of home country clients. Build client relationships and demonstrate knowledge of the client's business
- Type of work may include a combination of the following: (1) US International Tax Services (ITS) work (2) Tax Accounting Risk Advisory Services (TARAS) work for US and multi-national corporations (3) regional tax advisory and coordinating regional Office of the Chairman/Tax Priority Account teams (4) working on other referral opportunities from other regions and (5) US tax technical support for EY host country go-to-market initiatives (client seminars, client meetings, internal presentations, etc.)
- Minimum of 5 years of work experience in a professional services or professional tax organization
49
Tax Services Manager Resume Examples & Samples
- Support the Engagement Leader to ensure efficient and effective transition and implementation of services to EY, including interfaces with client local country contacts, shared service centers, tax/finance stakeholders and related EY network
- Develop and manage transition plan, including roadmap, work plan, budget, timeframe, responsibilities and accountabilities
- Ensure a good working relationship with the client, any relevant third parties (e.g., BPO provider, attest firms, etc.) and EY network, in particular their counterpart(s) in client organization
- Drive discipline and careful management of the definition of scope to ensure EY services are consistent with those agreed and any scope of services beyond agreed scope are properly considered, scoped, agreed with appropriate fees
- Monitor, control and communicate status during transition and implementation, against SLAs/KPI’s, contractual requirements, service quality and financial budgets
- Ensure changes in scope are agreed between EY and Client including contractual agreement and commercial/fee implications
- Successfully resolve any issues that have been escalated to them or escalate any non-resolved issue to the steering committee
- Proactively consider and identify any potential additional needs, service opportunities and efficiency/service level enhancements
- Support the Engagement leader to ensure the delivery of exceptional client service, day-to day oversight and management of our global/regional service delivery
- Ensure a good working relationship with the client, relevant third parties (e.g. BPO provider, attest provider, etc.) and EY network, in particular their counterpart(s) in client organization. Key client interfaces may include global/ regional GCR, SSC, and of course Tax/Finance contacts
- Execute disciplined management of in-scope services to ensure EY services are consistent with those agreed and any scope of services beyond agreed scope are properly identified, scoped and fees agreed in advance
- Monitor and report against SLAs/KPI’s, contractual requirements, service quality and financial GCR budgets
- Ensure changes in scope/fee are agreed between EY and Client (and other 3rd party when appropriate) – including contractual and commercial agreement
- Successfully resolve any issues that have been escalated and further escalate any non-resolved issues to the GEL
- Manage the annual ‘roll-over’ process, including any scope/fee changes, contract renewals, data refresh
- Proactively consider, identify and share with the engagement leader any potential additional needs, service opportunities and efficiency/service level enhancements
- A bachelor's degree in commerce or finance
- Minimum 4+ years of corporate experience of which at least 1 year should be in project delivery
- PMP Certification desired
- Have effective communication skills - both written and oral
- Strong organizational skills and structured thinking abilities
- Be flexible and willing to adjust responsibilities to align with developing business needs
- Be proficient in Microsoft products such as Project, Word, PowerPoint and Excel
- Service Delivery and operations management
- Risk and issue management
- Sound understanding of Finance process
- Stakeholder and Budget management
- Contract and SLA management
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Tax Services Manager Resume Examples & Samples
- Participate in recruiting efforts when necessary; Perform other duties, as required
- Bachelor's degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics) and approximately 5 years of related work experience; or a graduate degree (Tax or Law preferred) and approximately 4 years of related work experience
- 3-5 years of experience working on complex high net worth individual, partnership, private capital, and/or international tax projects with experience in and knowledge of US income, estate, gift and GST taxation areas and tax law research experience in a cross-border context
- Strong written and verbal communication skills with ability to lead client meetings; Strong interest in business development
51
Tax Services Manager Resume Examples & Samples
- Manage technology development initiatives through the entire software development life cycle, including requirements, design, development, implementation, testing, maintenance and support
- Undergraduate degree in Accounting, Computer Science, Finance, Engineering, Information Systems, Business Management or similar fields; advanced degree preferred with approximately five to eight years of related work experience
- Heavy experience with Microsoft SharePoint and working knowledge in one or more of the following preferred: Microsoft. NET technologies, JavaScript; jQuery; Angular JS; Microsoft Visual Basic, Visual Basic for Applications, Microsoft Access, Microsoft SQL, database design, and business intelligence and analytics, including Tableau or TIBCO Spotfire
- Experience in creating and maintaining Reports using SQL Server Reporting Services
- Experience in Data Extraction, Transforming and Loading using various formats like text based files, Excel spreadsheets, to SQL Server databases using SQL Server Integration Services
- Strong technical skills developing, debugging, documenting, and implementing applications
- Project Management Professional certification or relevant technology based certification
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Tax Services Manager Resume Examples & Samples
- Capability Development
- People Risk Management
- Contribute to generating profitable revenue through identifying follow-on engagement opportunities and developing lasting relationships with clients
- Lead project work streams from planning through implementation, managing project resources and budgets effectively
- Take a practical approach to solving issues and gaining client agreement
- Encourage and facilitate collaboration among team members and promote an inclusive working environment
- Identify and effectively manage and mitigate any risks and issues
- Contribute to business development and client pursuit activities by preparing proposals and delivering presentations for potential clients
- Provide coaching and development opportunities for junior resources and peers and act as a visible role model for our people
- Minimum of six years of prior experience focused on HR with exposure to multiple Talent Management areas (recruiting, workforce analytics, onboarding, succession planning, etc.)
- Familiarity with HR technologies
- Personal success in current job with experience in one or more of our capabilities (see above)
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Tax Services Manager Resume Examples & Samples
- Identify opportunities for the use of technology to accelerate and enhance delivery of area federal tax services; actively participate as member of area federal pursuit and service delivery teams, with an initial focus on the use of technology in solution engagements
- Collect and document engagement team and client feedback; identify market events such as new client needs and competitor activity
- Develop or enhance proficiency in the use of major technology tools such as QuickPlace (including its uses as Research Credit Interviewer and 6011 Interviewer), Research Credit Calculator, etc
- Drive overall deployment of technology services through active participation as part of pursuit and client service engagement teams
- Promote tools to the Area Federal and solution leadership practice, including Service Line leaders and subject matter professionals responsible for particular solutions (drive penetration)
- Monitor penetration and performance of technology services and communicate to Area and National leadership
- Co-develop the Area roll-out strategy and tactical plan for technology services with National and Area leadership and manage implementation
- Monitor competitive and client feedback/needs and communicate with other Areas and National to develop appropriate responses - product or communications
- Provide content and positioning guidance in the development of and participation in specific pursuit strategies, presentations and collateral
- Work with Federal resources including solution sponsors to integrate into practice distribution channels and marketing programs
- Ensure that the tool is incorporated into anchor/service initiatives
- A bachelor's degree in accounting, finance, and/or technology and a minimum of 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience, minor/dual degree in accounting information systems preferred
- CPA license or membership to a state Bar
- Strong data analytic skills and strong communication and teaming skills
- Practical or academic experience in standard process analysis tools, process mapping, and flow chart diagramming, designing and developing databases
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Tax Services Manager Resume Examples & Samples
- A bachelor's degree and approximately 7 years of related work experience; or a graduate degree and approximately 5 years of related work experience
- Florida: CPA, JD, Real Estate Broker or Appraiser
- A minimum of 5 years of relevant property tax consulting experience or equivalent experience in business or industry
- Broad exposure to state and local taxation and proven record of property tax expertise in Florida
55
Tax Services Manager Resume Examples & Samples
- Perform report writing, project planning, data analysis, and development of presentation material
- Knowledge of the international human capital implications of mergers and acquisitions
- Ability to work to tight deadlines and flexibility to adapt to changing requirements
- Ability to integrate with new cross-functional and cross-border teams quickly
- Ability to build strong client relationships and manage client expectations
- Excellent written and verbal communication skills, and the ability to advise, challenge and influence clients at all levels in an organization
56
GCR, Annuity Tax Services, Manager Resume Examples & Samples
- Ensuring the successful delivery of tax projects, ensuring technical excellence and a practical/business driven approach
- An enthusiastic attitude and flexible approach to work
- Experience in an FS tax environment (preferred but not essential)
- A pragmatic approach to problem solving
- A commitment to deliver results
- A desire to take on responsibility; and
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Tax Services Manager Resume Examples & Samples
- Respond to questions posed by client corporate contacts and hiring managers
- Participate in client meetings and work within a team environment to deliver fully integrated services to our contacts
- Strategically review requests considering client needs, EY capabilities, and long-term goals
- Review and evaluate client performance, provide suggestions, and team with the client on implementation plans for improvement as needed
- A bachelor's degree with an emphasis in accounting, finance, or related field and a minimum of 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
- Extensive account management experience as the primary client contact at a corporate level
- Willingness to occasionally travel and work in excess of standard business hours are also required
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Tax Services Manager Resume Examples & Samples
- Demonstrate an understanding of increasingly complex tax concepts and strong technical partnership tax skills, and effectively apply tax knowledge to client situations
- Provide high-quality services and 'time-sensitive' advice that meet and/or exceed our clients' expectations
- A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 3 - 4 years of related work experience
- A degree with an emphasis in accounting, finance, or a related field preferred
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Tax Services Manager Resume Examples & Samples
- Analysis of complex value chain concepts
- Detailed analysis and documentation of client information
- Management of the OME project plan and team inputs
- Bachelor’s or master’s degree or PhD in Business, Finance, Economics, Management, Policy Analysis or related field (e.g., Quantitative Methods)
- Must be a US CPA or US state-licensed attorney
- Minimum of five years relevant tax or supply chain work experience in a professional services firm or industry
- Effective time and project management skills
- Willingness to travel ~40% of time. Candidate can be located in any major EY office
60
Tax Services Manager Resume Examples & Samples
- Document technical and business requirements, including Identifying and prioritizing issues
- Review and comment on the design and configuration of SharePoint sites
- Oversee testing and debugging
- Excellent client-facing consulting skills
- Microsoft PowerBI suite including PowerPivot, Power Query, Power View and Power Map
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Tax Services Manager Resume Examples & Samples
- Interact with firm professionals from multiple tax disciplines, including international tax, IRS practice and procedure, mergers and acquisitions, partnerships, real estate, leasing, accounting methods, and foreign tax to provide timely and high-quality services and work products that meet or exceed client expectations
- Build on technical competence by keeping up-to-date on trends, developments, and technical authorities and apply them to complex situations
- Demonstrate a growing understanding of complex tax concepts; keep informed of current tax developments and effectively apply tax knowledge to client situations
- A Bachelor's degree with an emphasis in accounting, business, finance, international relations or a related field and a minimum of 8 years of experience with at least 6 year of experience in International Tax & Capital Markets
- JD or foreign law degree equivalent is preferred, LLM or other advanced degree is a plus
- CPA or Bar Association membership is required
- Excellent organizational, interpersonal and communication skills and good project management and presentation skills
- The ability to interact with all levels of management
62
Tax Services Manager Resume Examples & Samples
- Work on engagements performing assessments and investigations involving environmental, sustainability, and energy issues including technical, financial, and economic analyses
- Work in project teams from start to finish. Take responsibility for managing and successfully delivering results on several projects simultaneously
- Work in technical and operational field assessments and investigations in the area of energy, environmental and sustainability
- Learn current technical business/economic developments and their impact to our clients
- Utility or renewable energy industry experience a plus
- Strong client and stakeholder engagement skills
- Solid staff management skills
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Tax Services Manager Resume Examples & Samples
- A Bachelor's degree in public policy, political science, health policy, journalism, English, communications, or business or a related degree
- Excellent organizational, and verbal communication skills
- Strong Microsoft office skills - specifically Word, Powerpoint, Excel required Photoshop, InDesign a plus
64
Tax Services Manager Resume Examples & Samples
- Assist in the preparation of financial models and tools that help our clients execute a variety of financial transactions, including assets acquisition/disposition deals and reorganizations
- A bachelor's degree with an emphasis in economics, finance, operations research, financial engineering, or statistics preferred and a minimum of 5-8 years of relevant work experience
- Strong analytical, quantitative skills and excellent written and verbal communication skills
- Strong PC skills, including excellent knowledge of Excel
- Programming skills (VB and/or Matlab) are highly recommended and familiarity with financial software packages such as Fincad would be an asset
- Familiarity with Bloomberg data terminals and exposure to Monte-Carlo modeling would also be a plus
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Tax Services Manager Resume Examples & Samples
- Provide timely and high-quality service and work products that comply with client expectations
- Build on technical competence by keeping up to date on trends, developments and technical authorities and apply skills to moderately complex situations
- Proactively seek opportunities to provide tax services that challenge traditional procedures used in the past and attempt to find new approaches
- A bachelor’s degree in Accounting, Finance or related field and approximately five years of related work experience or a graduate degree in Tax or Law and approximately four years of related work experience
- A valid US CPA license or licensed attorney designation
- Ability to work well in a team environment and comfortable supervising teams of EY personnel and client personnel
- Proficient using Microsoft Excel and Access and data mining tools
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Tax Services Manager Resume Examples & Samples
- Operating Strategy and Organization Design: Identify ways to improve operating effectiveness in Tax by evaluating current roles, responsibilities
- Process and Controls Enhancement: Re-design and deploy streamlined tax processes including new technology solutions with proper controls embedded to manage risk
- Data and Systems Effectiveness: Embed the needs of Tax into Finance and IT systems to increase automation and data quality throughout tax processes
- Risk Management: Assess and prioritize tax risks to establish a proper control environment that takes into account the various regulatory regimes applicable to financial services (e.g., SOx 404, Dodd-Frank, Basel III, Model Audit Rule, FINRA SIC)
- CPA, JD, or PMP or the ability to achieve one of these certifications within 1 year
- Developing and implementing custom application s (e.g., Visual Studio, VBA/VSTO, SQL Server)
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Tax Business Tax Services Manager Resume Examples & Samples
- Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy
- Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
- CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification
- Able to travel up to 25%
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Tax Services Manager Resume Examples & Samples
- Provide US transfer pricing advice for host country clients or host country subsidiaries of home country clients
- Provide a fully integrated approach to transfer pricing, defend transfer pricing in audits and develop tax planning approaches
- Demonstrate an understanding of complex transfer pricing concepts and effectively apply economic/financial knowledge to client situations
- Must have any of the following: US CPA, member of the US State bar, Chartered Financial Analyst (CFA), American Society of Appraiser's Business Valuation Certification or Certified Management Accountant (CMA)
- Minimum of 8 years of work experience in a professional services or professional tax organization, with specific experience in transfer pricing
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Tax Services Manager Resume Examples & Samples
- Manage various projects and team members in the process of delivering high-quality work products to clients
- Help to develop and guide senior and staff tax professionals by providing effective performance feedback and on-the-job training, as well as ensuring team responsibilities are consistent with skills and developmental goals
- Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations, including understanding the impact to the real estate industry
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery, keeping team members informed of work status, actively seeking assignments when unassigned, proactively seeking opportunities to provide tax services, challenging traditional procedures used in the past and attempting to find new approaches
- Bachelor's degree with an emphasis in Accounting, Finance or Economics and approximately five years of related work experience
- Strong tax technical skills, including tax research and writing skills, flow-through entity taxation, REIT taxation, income and franchise taxes, transfer taxes and compliance skills as they relate to multistate jurisdictions
- Tax technical experience with the real estate industry/REIT clients or experience with flow-through entity taxation is a plus
- Project management experience in delivering high-quality work products in a fast-paced environment
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Tax Services Manager Resume Examples & Samples
- Development of new operating models to address entry into new markets, integration with finance transformation initiatives, and implementation of shared service centers
- Manage engagements that span 60+ countries and involve local teams of 300+ people
- Help grow the practice by assisting with the scoping of new opportunities, proposal development and participating in orals presentations
- Build on technical competence by keeping up to date on global trends, developments and regulations and applying them to moderately complex situations
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide tax and accounting services; challenging traditional procedures used in the past; and attempting to find new approaches
- A Bachelor’s degree, preferably with an emphasis in accounting, finance or a related field, is required; a graduate degree in tax or law is highly desirable
71
Transaction Tax Services Manager Resume Examples & Samples
- A member within the firm private equity practice, including building relationships and delivery of services
- Minimum 4 years of tax experience; preferably gained within a public accounting firm
- Previous experience in specializing in Transaction Services experience, specifically including financial due diligence and mergers and acquisition tax consulting required
- Previous experience with modeling the potential tax consequences of a transaction
- Possesses ability to analyze complex business and transaction situations
- Strong presentation skills and strong organizational techniques
72
Tax Services Manager Resume Examples & Samples
- Enhanced understanding and implementation of Business Units strategic goals. Oversee the use of standard process workflows by team
- Train and mentor team members and identify development needs across the team, working Director to coordinate additional training as needed
- Serve as an acting backup to the Director, providing leadership, guidance and direction to team members in the absence of the director
- Evaluate associates on performance and complete annual performance appraisals
- Work in collaboration with associate to establish Individual Development Plans
73
Fy-tax Services Manager Resume Examples & Samples
- Supervise multiple international tax engagements and contribute to the delivery of quality tax planning services for our diverse clients
- Provide technical guidance to engagement staff and seniors
- A bachelor's, master's or Ph. D in business, finance, economics, management, policy analysis or allied field (e.g. quantitative methods)
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Tax Services Manager Resume Examples & Samples
- Establish relationships with portfolio companies to show planning opportunities
- Develop internal relationships with members of Transaction Advisory Services and other EY tax and financial professionals
- Excellent 'go to market' and presentation/selling abilities
- Ability to work in dynamic environments with changing demands
75
Fiduciary Trust Tax Services Manager Resume Examples & Samples
- Plan and coordinate the annual tax return preparation contract
- Develop and maintain Wealth Management fiduciary tax policy and procedures
- Coordinate / provide fiduciary tax research and advice to Wealth Management associates and clients
- Works with Wealth Management and trust system provider to ensure maintenance of proper records of all transactions of income, principle, and related information to establish proper tax classification
- Provide tax training to Wealth Management of current tax laws, regulations and rulings to ensure compliance with all tax regulations
- Knowledge of applicable Federal and State fiduciary laws
- Ability to communicate with all levels of management, clients, tax accountants, and attorneys
76
Tax Services Manager Resume Examples & Samples
- Developing the technical and soft skills of younger colleagues, and participating in the performance management process
- Building relationships at all levels both internally and externally, promoting a culture of collaboration
- A Bachelor’s degree in Accounting or a graduate degree in Tax or Law and approximately five years of related work experience
- CPA certification or licensed attorney status
- Knowledge of Microsoft Excel, Access and data mining tools
77
Tax Services Manager Resume Examples & Samples
- Performing high quality review of complex tax returns
- Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
- A bachelor's degree in Accounting, supported by significant tax or financial planning experience
- CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
- A thorough understanding of estate and wealth planning
- Experience with federal and state personal and trust income tax
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Tax Services Manager Resume Examples & Samples
- Developing clear, intelligent plans and approaches to improve our clients’ tax activities
- A minimum of 4 years relevant experience
- Professional knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
- Experience managing budgets, people and projects
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Tax Services Manager Resume Examples & Samples
- A bachelor’s degree in a relevant field
- A US CPA license, or state bar membership
- The ability to communicate complex tax concepts to clients
80
Business Tax Services Manager Resume Examples & Samples
- Keeping up to date with tax legislation, case law and any items published by SARS
- Contributing towards tax technical opinions and publications
- Participating in internal tax technical training sessions
- Building client relationships and networks
- Advising clients on tax technical matters
- Conducting tax technical research and draft technically correct opinions/ reports
- Engaging with clients and assist them with tax research and tax planning
- Building strong relationships within the firm
- Promoting knowledge transfer to junior staff through ‘on the job’ training
- Actively delegating work to junior members of the tax team
- Hold a CA(SA) qualification or similar
- Note that a postgraduate tax qualification is preferable
- Have an interest in advising clients on their corporate tax affairs
- Have an interest in helping tax functions improve their performance
- Have the ability to build and maintain relationships with clients
- Have excellent management and project management skills to ensure the successful delivery of technically complex and demanding consulting projects, and always ensuring technical excellence and that a practical / business driven approach is being taken
- Be a great team player by proactively helping juniors to develop through the effective supervising, coaching and mentoring of staff
- Be proactive, organised, a good communicator
81
Tax Services Manager Resume Examples & Samples
- Expertise in tax reporting/tax operations and corporate tax work experience
- Strong writing skills for policy and procedure writing is a must
- A minimum of 5 years of relevant tax consulting or tax operational experience
- Be a licensed CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation
- Be able to manage and direct the work of others
- Have the initiative to seek out new opportunities at current clients and potential clients
82
Tax Services Manager Resume Examples & Samples
- Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
- Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
- Create a positive and trusting environment where team members know each other and feel a part of their team
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary
83
Tax Services Manager Resume Examples & Samples
- Demonstrate technical competence in our key capabilities and take a practical/business driven approach to solving complex client challenges
- Contribute to generate profitable revenue by identifying additional engagement opportunities and building lasting relationships with clients
- Lead project workstreams, from planning through implementation – including managing project resources and budgets effectively, and identify and effectively manage and mitigate any risks and issues
- Influence and persuade clients and stakeholders to gain support for any major change initiatives and/or decisions
- Encourage and facilitate collaboration amongst team members, and promote an inclusive working environment
- Coach and develop teams and colleagues, and act as a visible role model for our people
- Relevant professional service experience, with a global management consultancy firm, or niche consultancy in which you gained exposure to a large-scale project(s)
- Around 6-9 years of prior experience in Change Management, Organizational Design, HR Operating & Delivery Model, HR Process Efficiency & Policies, with success in current job applying one or more of these capabilities
- Have a primary degree and relevant post-graduate qualification
84
Tax Services Manager Resume Examples & Samples
- Manage and motivate staff with diverse skills and backgrounds
- Perform statistical sampling, estimation, modeling, and data analytics
- Assist in sample design, estimation work and provide technical guidance to project staff
- Assisting in designing and implement quantitative and analytical software applications
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Tax Services Manager Resume Examples & Samples
- Analyze of complex value chain concepts, situations, and options
- Possess strong business acumen
- Apply tax, economic and financial knowledge in a practical manner to client situations
- Develop and deliver quality OME work products in a timely and responsive manner
- And documentation of client information
- Collaborate across multiple disciplines/functions to brainstorm about practical solutions relevant to a client situations
- Contribute to the Firm’s OME innovation and thought leadership efforts
- Minimum of seven years relevant tax or supply chain work experience in a professional services firm or industry
- Effective time and project management skills for projects that require cross-functional analysis
86
Tax Services Manager Resume Examples & Samples
- Manage and motivate teams with diverse skills and backgrounds
- Oversee data collection using standard survey correspondence, targeted reminders, and appropriate incentives to help improve response rates
- Analyze and report the results using descriptive statistics, interactive data visualizations, statistical modeling, customized benchmarking, and predictive analytics
- Assist in designing and implement quantitative and analytical software applications
87
Tax Services Manager Resume Examples & Samples
- Applying principles of corporate finance to assess the economic implications of particular deal structures
- Preparing reports and client presentations
- Achieved at least a bachelor’s degree, typically with a concentration in Accounting, Finance, Economics, Operations Research, Financial Engineering or Statistics
- Minimum of 4 years of work experience in professional services or professional tax organization
88
Tax Services Manager Resume Examples & Samples
- Delivering a high quality work product efficiently, which managing risk
- Building client relationships and demonstrating knowledge of the private equity market and real estate industry
- A minimum of 5 years of relevant experience
89
Tax Services Manager Resume Examples & Samples
- Contribute to client satisfaction by providing timely and effective responses to client needs and concerns
- Participate in client meetings and work within a team environment to deliver fully integrated benefit services to clients
- A bachelor's degree with a concentration in actuarial science, mathematics, or statistics, around two to three years of work experience and CPA, JD, ASA or Enrolled Agent certification
- Excellent analytical, research and communication skills
- Proficiency in PROVAL actuarial software
- Experience in reviewing pension funding
- Ability to build client relationships and manage expectations
90
Tax Services Manager Resume Examples & Samples
- Demonstrate technical competence and take a practical/business driven approach to solving complex client challenges
- Contribute to business development and client pursuit activities by preparing proposals and delivering presentations
- Relevant professional experience, including previous work with a Big 4, global management consultancy firm, niche consultancy or performed an in-house role in which you gained exposure to a large-scale project(s)
- Around two to three years of prior experience
- Personal success in current job with experience in one or more of our capabilities
- Bachelor’s degree and relevant post-graduate qualification
91
Tax Services Manager Resume Examples & Samples
- Developing and executing authoritative strategic plans
- Understanding, communicating and influencing intelligent decision making in complex tax areas
- Bachelor's degree in accounting, finance, or related field, as well as approximately 5 years of related work experience, OR a graduate degree in tax or law, and approximately 4 years of related work experience
92
Tax Services Manager Resume Examples & Samples
- Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery
- Developing and guiding junior tax professionals by providing effective performance feedback and on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals
- A bachelor's degree with an emphasis in accounting, finance , or economics and 5 years of related work experience
93
Tax Services Manager Resume Examples & Samples
- Provide competitive market data, quantitative/qualitative analyses, as well as assist with tax, accounting, regulatory, and governance matters
- Have proficiency in the taxation of executive compensation and knowledge of Code Sections 83, 162(m), 280G and 409A
- Participate in multiple executive compensation engagements for a diverse client base, both in and out of the transaction setting
- A bachelor's degree in accounting, business, finance, human resources, or a related field with around two to three years of related experience
- Strong analytical business acumen
94
Tax Services Manager Resume Examples & Samples
- Collaborate with actuaries, plan administrators, compensation, and transaction professionals
- Work with clients on human resource operations and transaction projects
- Track goals, action items and budgets using project management tools and methodologies
- Implement techniques to improve productivity, increase efficiency, and mitigate risk
- A bachelor's degree in accounting, business, finance, human resources, or a related field with around four to six years of experience in tax and employee benefits law
95
Tax Services Manager Resume Examples & Samples
- Experience with HR aspects of mergers/acquisitions
- Have financial Due Diligence and Transactions experience thorough the full life cycle of an acquisition
- A bachelor's degree and around two to three years of related experience
- Excellent communication skills, and the ability to advise, challenge and influence clients
