Tax Services Senior Resume Samples
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Tax Services Senior Resume Samples
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LN
L Nikolaus
Laurence
Nikolaus
72941 Hilpert Crest
San Francisco
CA
+1 (555) 328 4045
72941 Hilpert Crest
San Francisco
CA
Phone
p
+1 (555) 328 4045
Experience
Experience
Detroit, MI
Ne-tax Services Senior Intern Lean Six Sigma
Detroit, MI
Greenholt Inc
Detroit, MI
Ne-tax Services Senior Intern Lean Six Sigma
- Mentor Yellow Belts in the use of project management, and continuous improvement methodologies
- Work closely with the Master Black belt team in the training and project management office
- Realize gains by leading Lean Six Sigma projects, and supporting Lean Six Sigma project teams to achieve and sustain the improvements
- Manage the financial benefits delivered by project(s)
- Develop and conduct training and other activities (Yellow Belt, White Belt levels of the organization)
- Provide technical and process support to internal EY teams and client facing professionals
- Proficient with Visio and flowcharting/process mapping software
New York, NY
Tax Services Senior
New York, NY
Cronin-Ernser
New York, NY
Tax Services Senior
- Reviews and corrects account and transaction data bridged from client accounting systems to company systems. Upon final review, Forms 1099, fiduciary income tax returns, and tax information letters are produced for filing with tax authorities and mailing to individuals. This entails initiating and reviewing data scans and hard copy of account and transaction data
- Design of payroll delivery options (consolidation of multiple payrolls, vendor advisory, shared service center development, use of technology to generate efficiencies), and payroll transition management
- Support the delivery of a wide variety of engagements ranging from: HR Systems/HR Service Delivery Strategy and Organization Design; HR Process Mapping & Redesign; HR Technology Consulting and Implementation
- Supplement the capabilities of our junior staff and paraprofessionals in those areas requiring technical competencies or professional judgment beyond paraprofessional or the Tax Staff level
- Stay up-to-date on current business and economic developments relevant to our clients’ businesses and act as a leader in adopting new tools and techniques
- Supervise staff members, review their work product for completeness and accuracy, and prepare it for client delivery; Assist in their professional development
- Research complex tax issues and develop quality, practical tax planning. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients
present
Detroit, MI
DSG / Tax Services Senior
Detroit, MI
Cremin, Dibbert and Botsford
present
Detroit, MI
DSG / Tax Services Senior
present
- Take ownership for delivery of high quality tax work
- Supervise the work of Seniors and Staff professionals
- Start to build relationships across other EY service offerings and seek opportunities to work together
- Build strong credibility through displaying good insight and business acumen, applying technical competence and engaging in relevant discussions with clients and engagement teams
- Develop credibility and business acumen in discussions with clients
- Work on key client issues in domestic federal taxation
- Supervise the work of staff professionals
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Georgia
Bachelor’s Degree in Accounting
Skills
Skills
- Execute in delivering projects that incorporate technology and analytics to address complex tax problems
- Manage priorities and timelines in a demanding, time-sensitive environment and deliver high-quality solutions through the use of cross-functional teams and remote resources
- Build and maintain internal and external relationships with clients and engagement teams to promote TTDAS services
- Monitor and review the work of staff professionals to ensure work is of the highest quality
- Provide tax technology expertise to partnership and corporate global compliance and reporting engagements
- Stay up-to-date on current business and economic developments relevant to our clients’ businesses and act as a leader in adopting new tools and techniques
- Take ownership for delivery of high quality tax work
- Supervise the execution of complex parts of a tax engagement
- Demonstrate professional skepticism and compliance with EY risk management and independence policies
- Develop self and others though seeking and offering on the job coaching and tax engagement experiences
5 Tax Services Senior resume templates
Read our complete resume writing guides
1
Corporate Tax Services Senior Associate Resume Examples & Samples
- 2-5 years of applicable experience
- Detail-oriented
- Prior experience preparing and reviewing of tax provisions
2
Tax Services Senior Resume Examples & Samples
- Foreign Account Tax Compliance (FATCA)
- A bachelor's degree and a minimum of 3 years of related work experience; or a graduate degree and approximately 2 years of related work experience
- A minimum of 4+ years of relevant tax consulting experience or operational background
3
Tax Services Senior Resume Examples & Samples
- CPA, Enrolled Agent and/or LLM certification or demonstrable, active efforts to earn these licenses
- Tax experience or equivalent experience in business or the financial services industry
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles preferred
4
Tax Services Senior Resume Examples & Samples
- Working in teams to model the economic impact of industries, companies, and new facilities
- Communicating findings to clients in ways that are both rigorous and easily understood
- Excellent communication skills, both written and oral, including a demonstrated ability to communicate complex topics to non-expert audiences
- Strong quantitative, analytical, and research skills
5
Tax Services Senior Resume Examples & Samples
- Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth
- Contribute to a flexible, stable, and team-oriented working culture that fosters development
- Commitment to learning in a tax technology environment
6
Tax Services Senior Resume Examples & Samples
- Incumbent uses knowledge of tax law and software applications to correct data in various ways, including modifying tax coding and insertion of missing or corrected data
- Prepares individual income tax returns using data provided by individual clients
- Communicates with clients on a regular basis as well as with immediate supervisor
7
Tax Services Senior Resume Examples & Samples
- Consult with clients to increase the effectiveness and reduce the costs of HR delivery through improved global HR service delivery models, processes, outsourcing, in sourcing, shared services and technologies
- Lead and deliver large, complex engagements that drive strategic HR organizational change for our clients
- Be responsible for developing, maintaining and growing client relationships and leading project teams from planning through execution
- Demonstrate deep experience in HR operations, service delivery models, technology enablement as well as shared services design and implementation
- A minimum of 2 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, and considering insourcing, outsourcing, and offshore solutions
- Ability to collaborate with clients, identify engagement follow-on opportunities, and have a strong desire to excel
8
Tax Services Senior Resume Examples & Samples
- Assist EY Area offices with the development of tax ideas by researching tax laws/regulations
- Assist in the development of internal and external SALT technical communications, including: the SALT Weekly newsletter, SALT Alerts, SALT Focus, and various SALT subject matter outlines (i.e., corporation income, sales and use, etc.)
- Assist in the development and maintenance of SALT technical content in various SALT databases (Sub C, Tax Credits, Property Tax)
- Assist Area and National partners in the development and maintenance of technical materials, tools, and educational content
- Assist SALT practitioners in the development of SALT thought leadership, including articles and speeches
- Contribute to client satisfaction by providing clients with quality, timely, and responsive services and work products
- Thoroughly and accurately analyze information. Prepare practical and effective approaches to the client's tax situation and arrive at appropriate conclusions
- Share tax planning ideas with others. Participate in and contribute to achieving team goals. Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas
- A bachelor's degree with an emphasis in accounting and a minimum of 2 years of relevant state and local tax experience in public accounting, a law firm or industry
- Broad exposure to state and local taxation, specifically income/franchise
- Ability to proactively maintain knowledge of major legislative changes in key states
9
Tax Services Senior Resume Examples & Samples
- Develop tax models that have the ability to quantify the cash tax impact of a variety of structuring alternatives and scenarios
- Work with members of the Partnership Transactional Planning & Economics Group and engagement teams to use those processes and models in support of client engagements
- Bachelor's degree with a minimum of 3 years of work related experience
10
Tax Services Senior Resume Examples & Samples
- Work with EY team to service clients in the areas of automatic and non-automatic accounting method changes, meals and entertainment studies, research credit studies, and Section 199 studies
- Supervise the work of staff professionals
- Working knowledge of tax laws and ability to apply knowledge
11
Tax Services Senior Resume Examples & Samples
- Respond to client questions (verbally and in written format) regarding the data specification requirements
- Leading client data specific calls or with the clients third party payroll/data providers
- Documenting the outcome of each client’s finalized data file specs
- Assist client in developing the required data files needed for the specified engagement
- Transferring and loading key decision information from each client engagement into EY systems
- Strong analytical skills as well as confident decision making ability
- Develop tools to streamline processing of data files being loaded to the system and review data and determine the usability
- Train junior members of the team
- Collaborate with Implementation Lead, as well as with client, to determine the proper courses of action pertaining to engagement execution
- Candidate will work directly under the manager of the team but will need to have the ability to act independently and assign tasks to other team members based on the skill set of the applicable individual
12
Tax Services Senior Resume Examples & Samples
- Contribute to client satisfaction by providing clients with timely and responsive services and work products
- Discuss moderately complex tax issues with the engagement team and client management
- Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions
- CPA certification, CMI, Member of the Bar, or foreign equivalent certification
13
Tax Services Senior Resume Examples & Samples
- Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis
- Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding and distinguish user requests from the underlying true needs
- Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements and deliver the following artifacts as needed: (functional requirements (business requirements document), iii. use cases, GUI, screen and interface designs)
- Utilize your experience in using enterprise-wide requirements definitions and management systems and methodologies required
- Successfully engage in multiple initiatives simultaneously
- Work independently with users to define concepts, as well as under the direction of project managers
- Drive and challenge business units on their assumptions of how they will successfully execute their plans
- Serve as the conduit between the customer community (internal and external customers) and the software development team through which requirements flow
- Collaborate with developers and subject matter resources to establish the technical vision and analyze trade-offs between usability and performance needs
- Act as liaison between the business units, technology teams and support teams
- Provide second-level quality review of data captured in the reports
- Audit, modify and amend data using SQL commands, hand editing and bulk imports
- Ability to perform independent analysis of all data captured in each report to ensure accuracy and quality deliverables
- Work with MS Office products (e.g., MS Access, Excel, Word)
- A bachelor's degree and three to five years of related work experience (a master’s degree in a related field may take the place for some years of experience)
- Understanding of benefits programs and benefit systems a plus
- Strong understanding of the Affordable Care Act (ACA) a plus
- Experience in SQL a plus
- Strong analytical skills, as well as confident decision- making ability
- A commitment to follow through effectively on all client requests
- Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
- Act as a translator between technical teams and business units
- The ability to collaborate with all key stakeholders related to assigned client accounts and their specific reporting needs for their programs
14
Tax Services Senior Resume Examples & Samples
- Work with EY team on key client issues in partnership taxation, such as capital account maintenance and Section 704(c) issues, with a focus on evaluating and implementing complex partnership transactions
- Collaborate with EY National Tax Partnership Transactional Planning & Economics Group as well as local engagement teams to assist clients with reporting the tax consequences
- Contribute to client satisfaction by providing clients with quality, timely and responsive services and work products throughout the entire tax life cycle, i.e., from the initial planning of a complex partnership transaction through the tax compliance and reporting process
15
Tax Services Senior Resume Examples & Samples
- Research complex tax theory and positions, and apply them to specific client needs
- Prepare budgets, workplans and other planning documents
- Develop an understanding of engagement economics to become aware of how decisions impact profitability
16
Tax Services Senior Resume Examples & Samples
- Review 1120 tax forms and 1120 F, 1065, 8865, 5471, 8858, 8621 in addition to various state and local tax returns
- Audit and, in certain instances, prepare tax provisions
- Contribute to the overall success of the team by developing a thorough understanding of EY methodology 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
- Relevant tax experience or equivalent experience in business or the banking industry
17
Tax Services Senior Dsg-financial Services Office Resume Examples & Samples
- Demonstrate an understanding of increasingly complex tax concepts. Discuss moderately complex tax issues with the engagement team and client management. Keep informed of current tax developments and effectively apply tax knowledge to client situations
- Thoroughly and accurately analyze information. Prepare practical and effective approaches to the client's tax situation and arrive at appropriate conclusions. Share ideas with others. Participate in and contribute to achieving team goals. Assist in the development of recommendations and implementation plans, and assist in making quality decisions in complex areas
- Broad exposure to federal income taxation and some exposure to state and local tax
18
Tax Services Senior Resume Examples & Samples
- Demonstrate an understanding of common principles of VAT and be able to effectively apply these 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
- Lead in developing recommendations and implementation plans and make informed decisions in complex and judgmental areas of VAT
- Support client teams on an ongoing basis with delivery of VAT advice under the supervision of Managers, Senior Managers and Partners in client meetings and during conference calls
- Research VAT legislation, case law and other VAT guidance to support (Senior) Managers and Partners on client engagements
- Participate in educational sessions on developments in international VAT legislation and case law
- Work in teams and (as a Senior) delegate and review work to Staff-level team members
- Translate technical skills in practical solution-oriented advice, creating added value for clients
- A bachelor's degree with an emphasis in accounting, business, finance, international relations or a related field and a minimum of 1-2 years of relevant indirect tax consulting experience or equivalent experience in business or industry
19
Tax Services Senior Resume Examples & Samples
- Build on technical competence by keeping up to date on trends, developments and technical authorities and applying them to moderately complex situations
- Demonstrate professionalism through developing a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products
- 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 effective approaches
- A bachelor's degree and approximately two years of related work experience or a master's degree and approximately one to two years of related work experience
- A degree with an emphasis in accounting, finance, or economics preferred; advanced degree highly desirable
- A minimum of two years of relevant tax experience or equivalent experience in business or industry
- A certified public accountant (CPA) license or Juris Doctor (JD)
- Excellent leadership, organizational and verbal/written communication skills
- Demonstrated business-development skills
20
Tax Services Senior Resume Examples & Samples
- Help build custom tools in support of EY’s ACA compliance and reporting tools
- Support the custom design and development of automating the ACA regulations
- Tax technical background, specifically understanding of Affordable Care Act (ACA) regulations including 4980H; 6055; 6056
- Experience in one or more of the following preferred but not necessary: Microsoft Visual Basic, Visual Basic for Applications, Microsoft Access, T-SQL and complex queries
- Ability to liaise between business and IT
- Help create creative solutions and new processes to supplement current CSOs
21
Tax Services Senior Resume Examples & Samples
- Support the client in addressing human capital matters through all stages of acquisition, divestiture and merger including pre-transaction diligence, negotiation, pre-close Day One planning, and post-close integration or implementation
- Perform report writing, project planning, data analysis, and development of presentation material, analyze data and present conclusions
- Manage projects, including scoping, creating deliverables and managing budgets, develop and maintain client relationships, develop 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, develop and raise the profile of the group both externally and internally
- Travel to client locations as and when required (may include overseas travel)
- A bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement, approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
- CPA, PHR, ASA or State Bar would be beneficial
- Demonstrated analytical skills (either 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
- Understanding of financial accounting and reporting related to compensation and benefits including impact on business financial value in transactions; familiarity with tax implications of human capital in transactions is a plus, knowledge of and experience in the HR aspects of mergers and acquisitions, knowledge of the international human capital implications of mergers and acquisitions
- Experience of working in a consulting environment, excellent analytical skills including understanding of financial analysis and accounting principles, including good Excel skills
- Ability to work to tight deadlines and flexibility to adapt to changing requirements, a team-oriented working style; ability to integrate with new cross-functional and cross-border teams quickly
- Ability to build strong client relationships and manage client expectations, excellent communication skills in a range of situations both written and oral, and the ability to advise, challenge and influence clients at all levels in an organization
- Ability to focus on the client and be commercially aware, a commitment to make an impact on the team, project management experience, including project planning, budget management and reporting
22
Tax Services Senior Resume Examples & Samples
- Contribute to the efficient and successful delivery of international tax services to clients
- Assist in the successful delivery of international tax projects, ensuring technical excellence and practical/business driven approach
- Build strong internal relationships within the tax team and across other services
- Understand and follow workplace policies and procedures
23
Tax Services Senior Resume Examples & Samples
- An undergraduate degree, or equivalent (paralegal certificate preferred)
- 2-4 years’ progressively responsible corporate paralegal experience in law firm or in-house legal department (experience in coordinating global subsidiary compliance highly desired)
- Desire to progress through the ranks in a professional services firm
- Strong project management competencies
- Demonstrated technology proficiency and eagerness to expand technology and process skills
- Excellent organizational, and verbal/written communication skills
- Willingness to travel to client sites – minimal (<20%)
- Responsible for own behavior and personal development; aware of the impact of personal behavior on others
- Ability to identify issues
- Technologically proficient
24
Tax Services Senior Resume Examples & Samples
- Extract, transform, load, process, evaluate and maintain integrity of client-provided data
- Programming and developing utilizing ETL tools, which extract raw payroll files, transform payroll data to current system specifications, and export load-ready files for system import
- Advanced ad hoc analysis or amendment of data and report generation using SQL, hand-editing, bulk imports and other ETL tools
- Performing regular quality assurance review of all assigned client data files and reporting all applicable issues to the business owner for review and resolution by the client
- Essential Functions of the Job
- Create and/or maintain high-level reporting systems using SQL or other ETL tools
- Develop and enforce database administration and user standards and procedures as well as oversee user security provisioning and database access
- Collaborate with business process owners to define requirements, design, develop and deploy applications or solutions to meet these requirements accurately
- Wwill be responsible for developing tools to streamline processing of data files being loaded to the system
- Will be able to review data and determine the usability of said data
- Should be able to transfer this knowledge to more junior members of the team
- Bachelor's degree or 5-8 years of related work experience (minimum)
- Proficient using Microsoft Office, specifically Excel and Access
25
Tax Services Senior Resume Examples & Samples
- Construct and lead client program and process training
- 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
- Co-develop solutions with internal team members to adjust for new and changing programs
- A bachelor's degree and approximately two years of related work experience; or a graduate degree and approximately one-two years of related work experience
- Significant large-scale project management experience, including project planning/scoping, budget management, reporting and resource management, as well as the ability to engage clients and colleagues at all levels
- Excellent managerial, organizational and verbal/written communication skills
- This individual may be called upon to provide guidance to Assistant Account Managers, and be responsible for completing additional job duties as assigned by the Manager. Willingness and ability to travel occasionally is required
26
Tax Services Senior National Tax Work Opportunity Tax Credit Account Manager Resume Examples & Samples
- Be responsible for client communications, conflict resolution, and compliance on client deliverables and revenue
- Communicate client goals and represent client interests to all internal teams
- Work with various internal teams to provide timely and effective reporting to clients and program updates
- Capacity to work independently and effectively on a variety of tasks at the same time
- Proficiency in the use of standardized software, specifically MS Officeability to handle stressful situations and deadline pressures well
- This individual may be called upon to provide guidance to Assistant Account Managers, and be responsible for completing additional job duties as assigned by the Manager
- Willingness and ability to travel occasionally are required
27
Tax Services Senior Resume Examples & Samples
- Take ownership for delivery of high quality audit work
- Develop credibility and business acumen in discussions with clientsvContribute to client satisfaction by providing clients with timely and responsive services and work products
- Supervise the work of Staff professionals while participating in and contributing to achieve team goals
28
Tax Services Senior Resume Examples & Samples
- A minimum of 2 years of industry experience in HR with exposure to multiple Talent Management areas (Recruiting, Workforce Analytics, Onboarding, Succession Planning, etc.)
- Organization design/structure experience
- Outstanding analytical and quantitative abilities
29
Tax Services Senior Resume Examples & Samples
- Bachelor’s degree or 2 years of related work experience
- SQL or programming experience preferred
- The ability to supervise 2-3 CSA-level employees
- Overtime will be required only when deemed necessary by his/her manager. Candidate must be able to work within a standard office environment as part of a team. Travel expectation will be 0%
30
Tax Services Senior Resume Examples & Samples
- A bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement and a minimum of 2 years of related work experience; or a graduate degree and a minimum of 1 year of related work experience, a minimum of 2 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, and considering insourcing, outsourcing, and offshore solutions; MBA or advanced degree preferred
- Project management experience, experience with global or multi-national projects, ability to facilitate client discussions and 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
- Excellent client service, interpersonal, communication, organizational, and project management skills (written and verbal), strong numbers acumen, including outstanding analytical and quantitative abilities
31
Tax Services Senior National Tax Fiduciary Trust Tax Services Tax Research & Technical Writing Resume Examples & Samples
- Research tax law issues, provide advice and assistance
- Review and interpret wills and trust documents
- Analyze and resolve complex problems
- Answer tax questions from clients and internal staff
- Recommend proper tax treatment of various transactions, including corporate mergers and special distributions
- Present internal educational seminars on pertinent tax topics
- Assist with writing firm tax alerts on developments related to the trust tax field
- College degree or equivalent work experience, with classes/experience in tax and/or accounting
- LLM in taxation or MST preferred
- CPA or JD certification is desired, but not required
- Knowledge and interest in taxation, trusts and estates and fiduciary income taxation
- Knowledge of fiduciary and individual income tax law and experience in preparation of fiduciary income tax returns
- Proficiency in basic computer software applications, including Microsoft Word and Excel and company-specific systems
- Thorough understanding of local laws and tax concepts required to prepare US federal and state fiduciary tax returns
32
Tax Services Senior Resume Examples & Samples
- CPA, JD, EA, or PMP or the ability to achieve one of these certifications within 1-2 years
- Ability to travel 30-80% of the time, depending on home location and client projects
- Designing and implementing tax function operating models
- Embedding tax requirements into financial/business systems and processes (e.g., Oracle, SAP, Hyperion, PAM, Investran)
33
Tax Services Senior Resume Examples & Samples
- Perform complex research and interpretation of tax laws and regulations
- Prepare tax planning advice and analyze the various policies/programs (e.g. tax equalization scheme, stock option program) of the clients
- Be involved in supervised interaction with clients - e.g. attend client meetings/calls with manager
- Supervise and coach junior staff accountants in routine compliance work from an efficiency and accuracy perspective
- Possess and continually increase the following engagement management skills
- Analyze time and draft billing. Assist in drafting budgets and work plans for the tax season
- Delegate work to staff accountants, temporary tax preparers, engagement coordinators and administrative assistants and act as the first point of contact
- Assist in drafting engagement letters
34
Tax Services Senior Resume Examples & Samples
- Assist APBG foreign desk rotators understand basic US international tax concepts
- Help ITS colleagues provide specifics and precise requests to APBG desks and local countries
- Build network relationships with AP office professionals and US based ITS colleagues
- Start to build strong credibility through displaying good insight and business acumen, applying technical competence and engaging in relevant discussions with clients and engagement teams
- Excellent managerial, organizational, project management, analytical, and verbal/written communication skills
- Proficiency in power point, excel and word applications
- Ability to manage multiple priorities and work under time pressure effectively
35
Tax Services Senior Resume Examples & Samples
- Execute in delivering projects that incorporate technology and analytics to address complex tax problems
- Manage priorities and timelines in a demanding, time-sensitive environment and deliver high-quality solutions through the use of cross-functional teams and remote resources
- Build and maintain internal and external relationships with clients and engagement teams to promote TTDAS services
- Monitor and review the work of staff professionals to ensure work is of the highest quality
- Provide tax technology expertise to partnership and corporate global compliance and reporting engagements
- Undergraduate degree in Accounting, Computer Science, Finance, Information Systems, Business Management or a related field; advanced degree preferred
- 3+ years of tax compliance or tax technology experience, preferably within a professional services firm or similar environment
- Certified Public Accountant (CPA), Juris Doctor (JD), Enrolled Agent, or Project Management Professional (PMP) certification or the ability to obtain certification
- Excellent interpersonal, presentation/facilitation and written communication skills, with a strong executive presence
- Extensive experience with core tools, including Microsoft Office Professional (Excel, Access, Visio, etc.)
- Experience in one or more of the following preferred: Sharepoint, Microsoft Visual Basic, Visual Basic for Applications (VBA), Microsoft Access, Microsoft SQL, database design, and business intelligence and analytics tools, including Tableau or TIBCO Spotfire
- Flexibility and willingness to travel, as needed
36
Tax Services Senior Resume Examples & Samples
- Lead and deliver global payroll consulting engagements, including strategy, process evaluation, process improvement and risk mediation
- Support the delivery of a wide variety of engagements ranging from: HR Systems/HR Service Delivery Strategy and Organization Design; HR Process Mapping & Redesign; HR Technology Consulting and Implementation
- A bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement and a minimum of 2 years of related work experience; or a graduate degree and a minimum of 1 year of related work experience; a minimum of 2 years of experience in sourcing, payroll process improvement advisory, shared service center design and administration, and vendor transitions; MBA or advanced degree preferred
- 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
37
Tax Services Senior Resume Examples & Samples
- Participate in trade fair and roadshow events
- Communicate with the client for basic information requests as well as the relevant authorities, whenever the need arises
- Traveling within the PRC is required
- Excellent command of spoken and written English, Mandarin and Cantonese
- Proficiency in computer applications (e.g., MS office and online research tools)
38
Tax Services Senior Resume Examples & Samples
- Maintenance of clients’ US GAAP books
- Statutory filings for 2014 year and interim periods
- Maintenance of statutory books in real time
- Gross margin and intercompany price analysis
39
Tax Services Senior Associate Resume Examples & Samples
- Project management and issue resolution
- Quality and risk management
- Knowledge sharing across both Asia Pacific and globally; and
- Assisting in business development activities and proposals
40
DSG / Tax Services Senior Resume Examples & Samples
- Implement tax strategies that align with the client’s business objectives; corporate tax; pass-through entities; S corporations; and industry focus
- Contribute ideas/opinions to the tax engagement teams
- Prepare practical and effective approaches to the client's tax situation, and arrive at appropriate conclusions
- Experience in professional services environment preferred
41
Tax Services Senior Resume Examples & Samples
- Work on complex partnership compliance calculations and development within the asset management space
- Develop models to help clients automate their tax accounting calculations
- Bachelor’s degree in Accounting or Finance and approximately 3-5 years of related work experience; or a graduate degree with a minor or dual degree in Accounting Information Systems preferred
42
Tax Services Senior Human Capital Resume Examples & Samples
- Serve as a communications lead, developing messaging globally as they relate to changes occurring within an organization
- Serve as an advisor on culture correlating to business results, identifying cultural gaps, recommending potential shifts in culture, and developing road maps to effectuate and measure cultural change
- Design and conduct global transaction seminars for clients' cross-functional teams
- A Bachelor’s Degree in a HR related field and will either be PHR qualified or looking to complete the PHR Qualification
- Consideration will also be given to the following candidates
43
Tax Services Senior Resume Examples & Samples
- Prepare pension valuations, benefit certifications, and various government reports for a variety of clients
- Demonstrate an understanding of actuarial concepts and actively pursue increased actuarial knowledge through client assignments and actuarial exams
- A bachelor's degree with an emphasis in actuarial science, mathematics, statistics or a related field and a minimum of 2 years of pension actuarial experience, preferably from an audit support perspective
- Ability to work independently in a fast-paced environment and ability to multi-task
- Willingness for some travel
44
Tax Services Senior Resume Examples & Samples
- Bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1 -2 years of related work experience
- Strong experience in any of the following: C#, Visual Basic, .NET, Microsoft SQL Server, or advanced Office programming
- Excellent quantitative and modeling skills
- Excellent analytical, organizational, technology and verbal/written communication skils
45
Tax Services Senior Resume Examples & Samples
- Work on a variety of engagements, addressing client and ACA team member technical ACA questions
- Support the acquisition of new clients by participating in business pursuit calls and oral presentations
- Be a resource to ACA team members for ACA technical guidance and training
- Self-motivated – comfortable with self-guided research/study
- Understanding of ACA regulations, including 4980H, 6055 and 6056
- Experience with MS Office suite
46
Tax Services Senior Resume Examples & Samples
- Participate in Financial Servieces business tax compliance and tax advisory engagements
- Build strong internal relationships within the Financial Services Business Tax Services team and across other service lines
- A bachelor's degree in accounting, actuarial science, business, finance or a related field (MBA, Masters of Tax and LLM a plus) with strong academic credentials
- Relevant corporate tax experience gained from the financial industry or public accounting firm is desirable
- Professional accountancy qualification or working towards gaining one
- Strong negotiation skills, able to sustain opinion and handle challenges
- Fluent English, Mandarin and Cantonese
47
Tax Services Senior Resume Examples & Samples
- Programming/ developing utilizing ETL tools, which extract various files, transform payroll data to current system specifications, and export load-ready files for system import
- Work closely with analysts to learn the data and operations as to better understand the data. Support the analysts to ensure that data is entered into the system correctly
- Performing regular quality assurance review of all assigned client data and reporting all applicable issues to the business owner for review and resolution by the client
- Create, troubleshoot and maintain ETL solutions for very large data sets
- Collaborate with business process owners to define requirements, design, develop, test and deploy applications or solutions to meet these requirements accurately
- Prepare documentation specific to ETL solutions
- Effectively teaming with other groups internally to assure expectations are met and deliverables are accurate and on-time
- He/She will be responsible for developing solutions to streamline processing of data files being loaded to the system
- He/She will be able to review data and determine the usability of said data
- Bachelor's degree or 1-2 years of related work experience
- Experience with ETL or BI tools and concepts
- Experience with transformations of large amounts of data in various formats
- Understanding of relational database and (OOP) programming concepts
- Capacity to work independently and in a group environment effectively
- Ability to work on a variety of tasks at the same time
- Commitment to proactively following through on all internal and external client requests
- Dedication to quality and accuracy
48
Tax Services Senior Resume Examples & Samples
- Assist with the development and implementation of a portfolio of new service opportunities
- Test critical tax, technology and other business/market assumptions in developing new services, establishing relevant business cases and communicating new service ideas throughout EY
- Continuously research the field of innovation within professional service firms, updating the Americas Tax Innovation team and other relevant stakeholders on new developments or opportunities
- Two-plus years of experience in management consulting or corporate strategy development and implementation
- One-plus years of experience in corporate innovation, corporate venture capital, incubators/accelerators or other experience with early-stage businesses in a corporate environment
- Bachelor’s degree required; MBA or advanced degree preferred
- Experience in corporate finance and/or the accounting /tax services industry preferred but not required
- Experience in early-stage sales, marketing and/or operations would be advantageous
- Project and stakeholder management skills; effective networker
- Significant experience presenting effectively to senior leaders
49
Tax Services Senior Resume Examples & Samples
- Consistently deliver quality work products. Review work completed by other team members and foreign country offices
- Relevant tax consulting experience or equivalent experience in business or industry
- Knowledge of Enterprise Resource Planning (ERP) applications or other sector specific IT applications, specifically related to tax functionality is a plus
50
Tax Services Senior Resume Examples & Samples
- Demonstrate knowledge of the real estate business
- Support special projects (e.g., memoranda, opinions, private letter rulings and other documents for submission to the Internal Revenue Service or Treasury Department and review real estate-related agreements)
- Experience in tax compliance, partnership taxation, real estate investment trusts, partnership allocations, acquisition planning and structuring a plus
- Proficiency with Microsoft Excel and Access and data mining tools
- Solid organizational, technical, writing and verbal communication skills
51
Tax Services Senior Resume Examples & Samples
- Assist in redesigning health and welfare plans; implementing strategies to manage health and welfare costs; addressing merger and acquisition benefits and related issues; and performing post-retirement medical valuations
- Participate in client meetings and work within a team environment to deliver integrated services to clients
- A Bachelor's degree with an emphasis in mathematics or business; a master's degree a plus and a minimum of 2 years of related health and welfare, preferably in a professional services environment
- Willingness to pursue ASA-FSA credentials is a plus
- Strong client interaction skills and strong project-management skills
52
Tax Services Senior Resume Examples & Samples
- Project management of services related to the ACA
- Lead, organize and manage the creation and documentation of business requirements for new technology initiatives and enhancements to existing solutions
- Present business requirements
- Preform a review of functional requirements
- Facilitate IT development phase support and feedback
- Help manage user acceptance testing efforts and identify appropriate UAT resources on the business team
- Manage UAT plan approach, plan and timeline
- Coordinate UAT feedback to IT Project Manager
- Coordinate post-deployment validation testing
- In this position, the employee will report to a senior manager and assume full ownership of projects, and may supervise other employees. Proper completion of position workload requires regular overtime. Occasional travel is expected for this position
- Bachelor’s degree and approximately five years of related work experience; or a graduate degree and approximately four years of related work experience
- Familiarity with a wide variety of applications, databases
- Ability to manage business technology projects and resources
- Proficiency in MS Project and MS Office
- Knowledge of SQL Server desired
- Knowledge of Service Oriented Architecture (SOA) concepts desired
- Experience working in System Development Life Cycle (SDLC) methodologies desired
- Excellent organizational, communication and time-management skills
- Commitment to client service, as internal and external client interaction is expected
53
Tax Services Senior Resume Examples & Samples
- A graduate degree in Statistics or Data Analytics
- Course work in data analytics, statistics or related areas
- Excellent analytical, written and verbal communication skills
- Strong technical computer skills, ideally including familiarity with survey, statistical programming and visualization tools, including Snap Surveys, SAS, SPSS, Tableau, Spotfire, Visual Basic and web programming
54
Tax Services Senior Resume Examples & Samples
- Demonstrate an understanding of increasingly complex commercial real and personal property tax concepts
- Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex and judgmental
- A degree with an emphasis in accounting, finance, or a related field; an advanced degree in tax or law is highly desirable and a minimum of 2+ years of relevant property tax consulting experience, ideally within a professional services environment
55
Tax Services Senior Resume Examples & Samples
- Coordinate and perform first-level review of quarterly tax content updates from GWTR Designated Specialists worldwide
- Prepare and edit various GWTR Tax Alerts. Edit, format, and proofread all GWTR Tax Alerts and other GWTR-related correspondence
- Update GWTR infobases monthly using Folio software
- Serve as a liaison between the clients and EYOnline and between the GWTR team and EY local offices worldwide
- Prepare administrative memoranda as needed
- At least 1+ years of tax and/or custody work-related experience
- Excellent leadership, organizational, and verbal/written communication skills
56
Tax Services Senior Resume Examples & Samples
- Develop and deliver quality tax planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
- Identify opportunities for the use of technology to accelerate and enhance delivery
- Develop or enhance proficiency in the use of major technology tools
- Manage the work of client service team members - Participate in and contribute to attaining team goals
- Actively participate as a member of pursuit and service delivery teams, with an initial focus on the use of technology
- Coordinate and perform on-the-job training as needed for members of the engagement team
- 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 3 years or related work experience
- A minimum of 2+ years of technology experience working with Excel, Access, and Visual Basic programming; Experience with other technologies a plus (e.g., SQL, VB.net)
- CPA or Enrolled Agent certification or willingness and qualifications to sit for exam
- Excellent project management, organizational and verbal/written communication skills
57
Tax Services Senior Resume Examples & Samples
- Prepare and review fiduciary accountings for trusts, estates and guardianships
- Review trust and estate documents, including trust instruments, wills and IRS Form 706
- Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts) in order to determine proper treatment for accounting purposes
- Participate in internal and external training to maintain and enhance knowledge of fiduciary law and software applications
- Communicate with client liaison and/or client trust administration team on a regular basis
- Regular interaction and communication with immediate supervisor and all department/company coworkers, including data entry staff
- Responsible for an accounting from start to finish, including monthly billing
- Ability to organize and maintain personal account workload
- Maintain annual firm-required continuing professional education credits
- A bachelor’s degree in accounting, finance or economics (preferred, but not required)
- Experience as a paralegal with trust and estate knowledge (experience in an accounting firm or bank trust department is preferred)
- A minimum of 3–5 years of experience preparing fiduciary accountings
- Experience working with the Thomson Reuters FAS accounting system preferred, but not required
- Knowledge of current fiduciary accounting law
- Strong technical skills in basic computer software applications, including Microsoft Word and Excel
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Tax Services Senior Resume Examples & Samples
- Demonstrate some technical tax skills, and effectively apply tax knowledge to client situations
- Demonstrate knowledge of Federal and State tax
- Help to develop and guide staff by providing effective performance feedback, and ensuring team responsibilities are consistent with skills and goals
- A bachelor's degree and approximately three years of related work experience; or a graduate degree and approximately three years of related work experience
- A minimum of 3+ years of individual tax experience
- A valid US CPA, OR progress toward CPA, EA or JD certification
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Tax Services Senior Resume Examples & Samples
- Liaise with clients’ statutory auditor
- Liaise with tax team to provide financial reporting and necessary information for tax return and filing preparation
- Working experience in renowned consulting firm or MNC is an advantage
- Strong organizational, multi-tasking, time-management skills and with strong sense of responsibilities; and
- Excellent commitment to job, positive initiative, a good team player and with right attitude to work
60
Tax Services Senior Resume Examples & Samples
- Demonstrate understanding of the real estate industry and tax credits, particularly with regard to modeling low-income housing tax credit and historic rehabilitation tax credit transactions
- Demonstrate experience in or the capability to read and analyze market studies, operating expenses, development and operating pro formas, benefits schedules, tax opinions, environmental reports, construction cost reviews and partnership agreements
- A bachelor's degree with an emphasis in accounting or finance and a minimum of 1-2 years of relevant experience
- Experience reading and analyzing market studies, operating expenses, development and operating pro formas, benefits schedules, tax opinions, environmental reports, construction cost reviews, and partnership agreements
- Exceptional writing ability, strong organizational skills and exceptional multitasking ability
61
Tax Services Senior Resume Examples & Samples
- Perform statistical sampling, estimation, modeling and data analytics
- Analyze client data to develop efficient sample designs using design-based and model-based methods
- Work directly with internal project teams and the client to devise the best quantitative approach
- Oversee sample design and estimation work and provide technical guidance to project staff
- Assist in expanding statistical work through networking
- A graduate degree in Statistics or related field (course work in sampling preferred)
- A minimum of two years of related work experience
- Ability to spot issues and solve problems
- Ability to work with internal as well as external clients and build relationships
- Ability to prioritize multiple tasks in a team environment and effectively meet deadlines or on specific projects ability to work independently
- Computer skills, including familiarity with SAS and database management
62
Tax Services Senior Resume Examples & Samples
- Perform and/or supervise internal and external market competitive analysis for various executive compensation projects, including base salary, annual incentives, and long-term incentives
- Assist with the design and implementation of various compensation programs and assess the prevalence of these programs within diverse industries
- Assist with analyses of compensation programs in mergers and acquisitions, and analyze salaried jobs within client peer groups
- A Bachelor's degree with an emphasis in accounting, business, finance, human resources, or a related field and a minimum of 2 years of related executive and compensation consulting experience, preferably in a professional services environment; MBA, Masters of Tax, or JD a plus
63
Tax Services Senior Resume Examples & Samples
- Manage global client engagements and supervise junior staff
- Supplement the capabilities of our junior staff and paraprofessionals in those areas requiring technical competencies or professional judgment beyond paraprofessional or the Tax Staff level
- Pursuits - Work with the GCR Pursuit Leader to support scoping, solution design, proposal development and pricing
- CPA or Enrolled Agent certification (obtained or in process)
- Desire to reflect the shared values of EY
- A sense of personal accountability and awareness of the impact of one’s own behavior on others
- The ability to effect change and adapt to change quickly
- Effective interpersonal skills and strong teaming skills
64
Tax Services Senior Resume Examples & Samples
- Workforce Strategy
- Organizational Development
- Demonstrate technical competence and take a practical, business-driven approach to solving complex client challenges
- Be up to date with key technical and functional skills and industry trends
- Be able to influence and persuade clients and stakeholders to gain support for any major change initiatives and/or decisions
- Be able to identify and help manage any potential issues and risks during a client assignment
- Contribute to business development and client pursuit activities by preparing proposals and presentations for potential clients and thought leadership brochures
- Identify and flag any follow-on engagement opportunities
- Support and lead certain engagement activities from planning through implementation
- Relevant professional experience, for example, previous work with a Big Four, global management consultancy firm or niche consultancy delivering large-scale Talent/HR projects
- Minimum of three years of prior experience focused on HR with exposure to multiple Talent Management areas (recruiting, workforce analytics, onboarding, succession planning, etc.)
- The ability to travel regularly
65
Tax Services Senior Resume Examples & Samples
- Work closely with the implementation team regarding new client rollouts
- Assist the ACA Senior Manager in managing the day-to-day call center and ACA processing operations
- Familiarity with multinational markets and standards
- Fluency in at least one foreign language and multi-cultural experiences preferred
- Ability to manage tax programs and processes globally
- Ability to communicate across various groups within an organization, globally
- Excellent verbal and written communications skills, strong analytical and problem-solving skills
- Ability to function in a fast-paced environment with ever-changing client demands
66
Tax Services Senior Resume Examples & Samples
- Assist in the preparation of financial models and tools that help our clients execute a variety of financial transactions, including asset acquisition/disposition deals and reorganizations
- Apply economics/finance principles to determine the various risk factors involved in a particular deal structure and/or industry segment
- Prepare high-level reports for client presentations
- Work at all levels of transaction structuring from evaluating alternative structures and bids through closing
- A bachelor's degree with an emphasis in economics, finance, operations research, financial engineering, or statistics preferred and a minimum of 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
- Strong analytical and quantitative skills and excellent written and verbal communication skills
- Strong interpersonal skills to work as part of a team and interact effectively with clients
- Programming skills (VB and/or Matlab) highly recommended and familiarity with financial software packages such as Fincad a plus
- Familiarity with Bloomberg data terminals and exposure to Monte-Carlo modeling a plus
- CPA eligibility is not a requirement to apply for this position
67
Tax Services Senior Resume Examples & Samples
- Develop tools to evaluate economic and fiscal implications of proposed policies and apply econometric methodologies to measure compliance with existing regulations
- Provide qualitative and quantitative analysis of policy issues
- Support EY’s inclusiveness culture
- Interest and ability to apply quantitative methods in a business environment
- Strong interpersonal skills and excellent analytical and written communication skills
- Computer skills, including familiarity with statistical programming and database management
- Willingness and ability to travel
68
Tax Services Senior Resume Examples & Samples
- Work on a variety of engagements to incorporate and develop new technology approaches to address complex tax problems
- Manage and actively develop web-based applications and web services in Microsoft Visual Studio .NET technologies
- Act as a liaison between TTDAS and Global Information Technology Services to rapidly deploy new technology applications developed by TTDAS to EY’s global technology infrastructure
- Help build custom applications in various platforms, including SQL, for our EY teams and clients
- Use technology to learn continually, share knowledge and enhance client service delivery
- Generate new business opportunities by developing ideas and approaches
- Develop long-term relationships within networks, both internally and externally
- Coach TTDAS team members and help EY build an inclusive culture and high-performing teams
- A bachelor’s degree in Computer Science or a related field and five years of related work experience; or a master’s degree in Computer Science or a related field and four years of related work experience; or a suitable combination of education, training and experience
- Either earned a Project Management Professional certification or an Internal Revenue Service Enrolled Agent designation, or be willing to earn such designation within one year of start date
- Experience with C#.NET, VB.NET, ASP.NET MVC, AJAX, jQuery, Web Services and MS-SQL required
- Experience with enterprise-level software development required
- Experience with the design and development of databases and web-based applications for tax engagements preferred
- Experience with big data and visualization methods and processes preferred, as well as analytics skills
- Up to 20% domestic and international travel required
69
Tax Services Senior Resume Examples & Samples
- Testing and debugging
- Developing user and IT-focused manuals
- Organizing tasks and delivery times
- A minimum of 2 years’ experience in SharePoint (2013 and 2010) configuration and implementation and excellent client-facing consulting skills
- Experience in the implementation of SharePoint collaboration tools (forums/issue lists, document/form libraries, etc.) and the ability to seamlessly integrate with other Microsoft tools
- Excellent written communication skills
- Microsoft PowerBi suite including PowerPivot, Power Query, Power View and Power Map
- Financial services experience (banking, asset management or insurance)
- RDBMS design
- Infrastructure including the operating environment, database, mail, files share, web access, portals, security, VPN, other related
- SharePoint development (.net, C#)
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Transaction Tax Services Senior Resume Examples & Samples
- Bachelor's degree in accounting or related field required
- Must have the ability to analyze complex business and transaction situations
- Excellent presentation skills and marketing abilities are required
- Must be willing and able to travel up to 50%
71
Tax Services Senior Resume Examples & Samples
- 0-1 year of relevant experience
- Proficiency in English is a MUST (spoken and written)
- Time Management
- Willingness to assume additional responsibility
- Research and analytical skills
72
Tax Services Senior Resume Examples & Samples
- Provide good service to all clients and assist in marketing and business development efforts
- Prepare full set of accounts and present customized financial reports with the aid of accounting software
- Prepare Statutory accounts, in compliance with Malaysian Financial Reporting Standards
- Administer client's payroll, using payroll software, execute other expense disbursements and prepare monthly EPF, SOCSO forms, and annual EA forms
- Receive and process all invoices and prepare cheques for payments, handle daily disbursements promptly
- Prepare Cash Forecast to avail funds for payments and prepare bank reconciliations on a monthly basis
- Responsible for prompt Billing and settlement by client, including recovery of doubtful debts and management of bad debts and be prepared to be answerable for write-offs
- Perform review of statutory financial statements for simpler accounts and payroll work prepared by associates / interns, by verifying calculations and input codes in to the Accounts system
- Undertake Secondment at client’s office/premise, if required
73
Tax Services Senior Resume Examples & Samples
- Serve as member of Foundry team in flexibly defined roles that may vary or adapt in tandem with evolving customer needs and/or team priorities, objectives and strategy
- Collaborate with stakeholders to define relevant market opportunities and proposed business model(s) to develop new and/or grow existing EY tax services businesses
- Conduct thorough analyses of technological solution(s), alternative revenue streams and yield data to drive profitability
- Be responsible for gathering and interpreting data from client interviews and presenting findings in a cohesive and solution-oriented narrative
- 5+ years of experience in an analytical and/or operational role such as: strategy or management consulting, product management/marketing
- Undergraduate and/or graduate degree from a competitive top tier university is desired (degrees in business, economics, finance, statistics, mathematics, engineering, or science highly preferred)
- Demonstrable project and team management abilities
- Functional understanding of strategy frameworks, business models, and product development
- Ability to develop successful growth strategies and manage teams to deliver commercial value
- Impeccable oral, written, and visual communication skills, with strong public speaking skills and the ability to interact effectively with all levels of management
- Strong knowledge of and/or interest in one or more of the following areas: product design, venture capital, agile development, lean startups,
- High impact - highly motivated, Type A person who maintains high standards, exceeds expectations, and consistently delivers meaningful results
- Personable -- networker who is outgoing and capable of developing / maintaining stakeholder relationships
- Analytical- comfortable measuring, interpreting, and making decisions based on large volumes of sales and marketing performance data
- Entrepreneurial – creative and resourceful problem solver who is an action-oriented and self-motivated team player that is tough-minded and strives for uncompromising excellence
- Passionate learner -- is constantly discovering and forming opinions on the latest technology, business models, and new ventures
- Builder – affinity for translating high-level strategy into tangible user experiences, with a focused on designing, building, and delivering innovative products
- Data-driven – capable of designing, running, and interpreting user / market tests and providing actionable product recommendations
74
Tax Services Senior Resume Examples & Samples
- Perform customs compliance work for clients and/or review work completed by team members
- Assist in developing recommendations and implementation plans
- Participate in client service teams
- A bachelor’s degree in accounting, business, finance, international relations or a related field; a master's degree or JD highly preferred
75
Core Tax Services Senior Associate Resume Examples & Samples
- 2-5 years of experience with partnership taxation
- Knowledge of FAS 109 / ASC 740
- Demonstrated analytical, research, and critical thinking skills
- Prior real estate experience
- Corporate experience
- Prior basic supervisory experience
- Prior experience preparing and reviewing tax provisions
76
Tax Services Senior Resume Examples & Samples
- Actively lead Innovation and Efficiency initiatives, ensuring that the teams involved represent the appropriate stake holders
- Respond to inquiries and fully disclose to all stake holders (verbally and in written format) regarding the data specification requirements of all new activities considered
- Collaborate with the US based GTH liaison where required
- Complete financial impact and justify any project prior to consideration
- Keep leadership apprised of all initiatives and report weekly on progress
- Measure and document the success of all projects to ensure goals were met
- A Bachelor's degree or 5 years of related work experience
- Minimum of one year experience working with the Work Opportunity Tax Credit program
- A commitment to communicating and following through effectively on all project requests and ongoing initiatives
77
Tax Services Senior Resume Examples & Samples
- Document all current and proposed work flows as part of a team initiative
- Collaborate with all stake holders and clients on current work process analysis and suggested recommendations
- Be part of a team involved with any project as identified by the Change Council involving a process flow
- Produce a statistical analysis for projects
- Guide the teams to see opportunities for internal and client improvement through statistics in a creative manner
- Craft a financial analysis for completed assigned initiatives
- Support and lead when necessary, all Council approved initiatives with the appropriate stake holders
- Support the design and monitoring necessary of all projects assigned, ongoing and implemented
- Support the design of QA use cases and documentation of results for all projects
- Respond to requests from users seeking the involvement of the Innovation and Efficiency Team
- Ensure that expectations are outlined for all new projects from start to finish, collaborating the Innovation and Efficiency Team Council and others as necessary
- Ensure communication continues through all projects and necessary information is secured timely
- Facilitate communications and provide ample assistance to team members, supporting projects and deadlines where assigned
- Support the identification and leveraging of current technology to continually maximize productivity
- Candidate must have strong analytical skills as well as confident decision making ability. He/She should have a strong working knowledge of processes required to administer the WOTC program. Must be able to effectively collaborate with all teams within our Tax Credit BU, at all levels. Capable of evaluating financial impacts of a project and communicate and measure project plans and results to the Innovation and Efficiency team as well as the leadership Change Council
- A Bachelor's degree in a related field, or an Associate's degree in a related field or 5 years of tax-related or other relevant experience
- A quick learner with basic knowledge of tax credits and incentives
- Experience with or knowledge of capabilities of various tools such as excel, access and Microsoft project
- Excellent organizational, interpersonal, analytical, and problem-solving ability
78
Tax Services Senior Green Belt Lean Six Sigma Resume Examples & Samples
- Accountable for yellow belt program training and project execution
- Provide technical and process support to internal EY teams and client facing professionals
- Manage the financial benefits delivered by project(s)
- Realize gains by leading Lean Six Sigma projects, and supporting Lean Six Sigma project teams to achieve and sustain the improvements
- Experience with project management or lean six sigma
- Demonstrated success delivering projects
- Four year technical degree (engineering, math, finance); MBA preferred
- A minimum of three years experience
79
Tax Services Senior Resume Examples & Samples
- Research and analyze complex domestic and international tax issues, prepare written tax advice, and develop quality, practical tax planning. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients
- Assist the COE in producing tax alerts on relevant judicial, legislative, and administrative developments impacting US domestic and international estate planning
- A bachelor's degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics) and approximately 3 years of related work experience; or a graduate degree(Tax or Law preferred) and approximately 2 years of related work experience
- CPA or JD preferred or active progress towards the CPA certification or membership in the Bar
- 1-3 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
- Excellent interpersonal, analytical, and problem-solving abilities
- A commitment to ongoing learning in a tax technology environment
80
GDM Tax Services Senior Associate Resume Examples & Samples
- Teaming subject matter experts from the practice offices to incorporate standard compliance procedures into the SDC training curriculum
- Writing, communicating, facilitating, and presenting cogently; to and/or for all levels of internal staff and management
- Willingness to travel to SDC sites to deliver training, including Tampa, South Carolina, India and Argentina
81
Business Tax Services Senior Consultant Resume Examples & Samples
- 2 or more years of public accounting experience or equivalent in law firms or industry
- Excellent Research and Writing skills
- Advanced Degree preferred: MST, Macc, JD or LLM
82
Ne-tax Services Senior Intern Lean Six Sigma Resume Examples & Samples
- Work closely with the Master Black belt team in the training and project management office
- Ensure delivery of deployment benefits/results via focused project selection and project execution
- Mentor Yellow Belts in the use of project management, and continuous improvement methodologies
- Develop and conduct training and other activities (Yellow Belt, White Belt levels of the organization)
- Documenting technical and business requirements, including Identifying and prioritizing issues
- Training in continuous/process improvement methodologies such as DMAIC, Lean, DFSS/process design, process management, project management, and change management (Yellow belt or Green belt level)
- Demonstrated ability to effectively coach process owners, stakeholders, Yellow Belts; excellent facilitation skills
- Yellow belt training a plus
83
Tax Services Senior Resume Examples & Samples
- Application of tax, economic and financial knowledge in a practical manner to client situations
- Development and delivery of quality OME work products in a timely and responsive manner
- A master or Ph. D in law or business, finance, economics, management
- Must have experience with application of international tax concepts, analyze BEPS implications, having worked previously on projects with business advisory groups would be an asset
- Minimum of 2-3 years of work experience in a professional services or professional tax organization
- Excellent verbal/ written communications skills in English plus French or German
84
Tax Services Senior Resume Examples & Samples
- ASC740 experience and/or corporate income tax compliance experience preferred
- Relevant experience in one or more of the following specialty areas: a) tax software products such as CORPTax, OneSource Tax Provision, Longview; b) tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; c) tax process and operational assessments
- Ability to travel at least 70% of the time
85
Tax Services Senior Resume Examples & Samples
- Providing our clients with domestic federal tax advice and guidance tailored to their unique needs
- Progress toward (or completion of) a valid CPA certification or licensed attorney status
- A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
86
Tax Services Senior Resume Examples & Samples
- Solid technical knowledge in the asset management tax area
- Managing multiple work assignments and deadlines
- A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
- CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
- A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
- Broad exposure to federal income taxation and exposure to state and local tax
87
Tax Services Senior Resume Examples & Samples
- Identifying and answering complex domestic and international tax issues
- Being part of a dedicated client service team and providing performance feedback to staff
- Confidence in your ability to prioritize when working on multiple complex projects
- The ability to collaboratively work with others as part of a high-performing team
88
Tax Services Senior Resume Examples & Samples
- Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
- Learning and researching current market trends, to maintain your credibility as a trusted advisor
- Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry
- A minimum of 3 years relevant experience
89
Tax Services Senior Resume Examples & Samples
- Demonstrate an understanding of complex commercial real and personal property tax concepts and effectively apply tax knowledge to client situations
- A bachelor's degree and a minimum of 3 years of relevant property tax consulting experience or equivalent experience in business or industry
- Excellent organizational, analytical and verbal/written communication skills
90
Tax Services Senior Resume Examples & Samples
- Providing a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing agreements (APAs) and assisting in defending transfer pricing in audits
- A master’s, law degree or CPA
- Minimum of 2 years of related experience
91
Tax Services Senior Resume Examples & Samples
- Ability to read and interpret IRS Code, regulations and instructions
- Securities processing and operations knowledge
- Ability to interface with all facets of our business
- Project management capability
- A Bachelor’s degree with an emphasis in Accounting, Finance or Economics; an advanced degree in Tax, Accounting, Business Administration, Finance or Law is highly desirable
- A minimum of 3 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 or have the ability to obtain one of these designations
- Be able to work as part of a team
92
Business Tax Services, Senior Associate Resume Examples & Samples
- Preparing estimated tax liabilities to assist the client in meeting its tax payment obligations
- Assisting clients to deal with the relevant authorities on any tax issues they may face including tax audit, seeking for tax rulings, tax appeals and technical confirmations
- Manage the successful delivery of tax projects, ensuring tax excellence with real and valuable solutions
- A bachelor’s degree in Accounting or a related field
- Minimum of 2 years of work experience in business tax services or a related field
93
Tax Services Senior Resume Examples & Samples
- Researching tax issues to develop effective tax planning strategies
- Communicating complex tax issues to non-tax professionals and clients
- Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
- Identifying and reacting to risks and opportunities to improve our services and processes
94
International Tax Services, Senior Associate Resume Examples & Samples
- You’ll thoroughly and accurately analyse information and prepare quality, practical and creative approaches tailored to a client’s tax and economic situation, arriving at appropriate conclusion
- A bachelor’s degree in Finance, Accounting, International Tax law or a related field
- Minimum of 2 years of work experience in business tax advisory or a related field
95
Tax Services Senior Resume Examples & Samples
- Mastering a working knowledge of tax compliance forms including state, and local jurisdictions and how they interact with one another
- Understanding of key elements of client care and service
- Finding ways to simplify and improve work processes
- Recognizing business issues and using alternative solutions to resolve them
- Looking for ways to increase efficiency on engagements
- Seeking to enhance knowledge through technical reading, continuing education, and other means
- Bachelor’s Degree with a minimum of 3 years of Tax experience
- CPA or licensed Attorney, or the ability to achieve either certification
- Tax experience in the banking industry or with banking clients is highly desired
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Tax Services Senior Resume Examples & Samples
- Handling and supporting a wide variety of tax compliance processes
- Working with audit teams to determine whether tax accounts are appropriate for financial statements
- Researching tax code and writing memos for clients
- Coach and develop our junior teams
- An undergraduate degree in Accounting; graduate degree in Accounting or Taxation preferred; and approximately three years of related work experience
- Active progress towards the US CPA certification or membership in the Bar
- Excellent English language communication skills
- Expertise in time management, and the ability to adapt to change under pressure
- A highly collaborative approach to work, and the personal integrity to support not only your team’s interests, but colleagues across a global business
- Flexibility and willingness to travel as well as work in excess of standard hours when necessary
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Tax Services Senior Resume Examples & Samples
- Challenging traditional procedures and finding new approaches to provide tax services
- Providing compliance work product and assisting management with client deliverables
- Building client relationships and demonstrating your knowledge of the real estate industry
- Staying abreast of state & local tax developments and work to develop new and innovative service offerings that can deliver value to our clients
- A bachelor's degree with an emphasis in accounting, finance , or economics and 3 years of related work experience
- Strong tax technical skills and experience in tax research and writing, flow through entity taxation, REIT taxation, income and franchise taxes and transfer taxes
- Compliance skills as it relates to multi-state jurisdictions
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Tax Services Senior Resume Examples & Samples
- Performing high quality completion of complex tax returns
- Knowledge/experience in handling hedge fund and Private equity K-1s
- CPA license or a licensed Attorney is required or the ability to achieve either
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Tax Services Senior Resume Examples & Samples
- Design questionnaires, including writing questions, programming web surveys, and selecting samples
- Process collected data to check for quality concerns, follow up with respondents, and weight the data
- Master's or Ph.D. in public policy/ economics, statistics or other quantitative discipline
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Tax Services Senior Resume Examples & Samples
- Delivering a high quality work product efficiently
- Managing staff and budgets to deliver a timely, high quality work product
- Knowledge of tax software platforms, working toward mastery, allowing you to teach and lead others to efficiently and effectively use our software platforms
- Identifying potential opportunities and communicating these to your engagement team
- Learning and researching current market trends, to build your credibility as a trusted advisor
- Supervising a motivated team of associates, guaranteeing they have the skills, knowledge and opportunities to reach their full potential
- Collaborating not only with your team but others outside your immediate team
- A minimum of 4 years of relevant experience
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Tax Services Senior Resume Examples & Samples
- Researching customs and international trade issues
- Advising clients on customs compliance issues and potential duty savings strategies
- Performing customs compliance work for clients and reviewing work completed by team members
- Developing and delivering quality planning ideas with timely and responsive services and high-quality work products
- Staying current on global trade developments and work to develop new and innovative service offerings that can deliver value to our clients
- Successful project management experience with excellent organizational skills, strong motivation, and a positive attitude; delivering a quality work product each and every time
- A bachelor’s degree in accounting, business, finance, international relations or a related field
- Approximately 3 or more years of related work experience in industry, a professional services firm, a Fortune 500 company or a major importer or exporter
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Tax Services Senior Resume Examples & Samples
- Practical accounting experience
- CPA or eligibility to take the CPA exam
- Ability to use Microsoft Excel and Quickbooks
- Ability to multi-task and manage multiple commitments
- Ability to perform in highly interruptive conditions
- Effectively able to communicate with all levels of the engagement team and client personnel
- Understanding of client’s financial situation
- Awareness of budgets and has the ability to work with managers on keeping within budget
- Promotes a professional and positive attitude
- Ownership of work product and client engagement
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Tax Services Senior Resume Examples & Samples
- Possess global compensation and employee benefits experience to be able to assess the financial implications of HR transactions for clients
- Perform IRS and ERISA research for qualified plans and executive compensation issues involving tax provisions
- A bachelor's degree in accounting, business, finance, human resources, or a related field with around two to three years of experience in tax and employee benefits law
- Ability to meet deadlines and adapt to changing requirements
- Project management experience, planning, budget management, and reporting
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Tax Services Senior Resume Examples & Samples
- Successful delivery of assignment services projects - demonstrate technical excellence and business driven approach to solving complex challenges
- Generate revenue by identifying follow-on engagement opportunities and developing lasting relationships with clients; identify potential risks and opportunities to improve processes and acquire new business; contribute to pursuit activities by preparing proposals and delivering presentations
- Lead project work streams from planning to implementation - manage project resources and budgets effectively while overseeing multiple engagements simultaneously
- Influence clients and stakeholders to gain support for major change initiatives and/or decisions
- A bachelor’s degree in related field; MBA, MAcc, MST, JD/LLM preferred
- 1-2 years’ experience in expatriate or relocation services: Big 4, global management consultancy firm, niche consultancy or in-house role with exposure to large-scale projects
- SPHR or GPHR certification or progress towards certification
- Understanding of automated tax-processing systems and tax laws
- Excellent communication and negotiation skills, able to confidently influence colleagues and clients at all levels