Analyst, Tax Resume Sample
Electa Wintheiser
295 Brown Dam,
Dallas,
TX
+1 (555) 548 7201
Work Experience
Senior Associate Data Analyst Tax
07/2017
-
PRESENT
Boston, MA
- Managing support for the SAP/OneSource platform and is deploying a global indirect tax solution for 130+ countries using SAP and Thomson Reuter’s OneSource solution (formerly called Sabrix)
- Data mining from the bank’s custody and tax systems, presenting analysis in the form of spreadsheets and written reports to a client friendly standard
- A strong educational background, including industry related qualifications
- Strong presentation skills, ability to get concepts over effectively
- Assist the overall U.S. GAAP tax accounting process for NCR’s international subsidiaries
- Prepare and review federal and state income tax returns of Tribune Media and selected subsidiaries including 5471’s and 1118’s
- Perform quarterly and year end analysis to determine Tribune Media’s consolidated provision for income taxes
- Prepare and file local and state personal property tax and sales and use tax returns
Analyst, Tax
10/2013
-
05/2017
Houston, TX
- Provide support for audits of state and local filings
- Coordinate reconciliation process with Accounting
- Maintain an excellent professional relationship with the external auditors while effectively managing and responding to the audit
- Communicate and develop relationship with business unit finance personnel as well as outside consultants
- Special projects and/or ad hoc reporting as assigned
- Learn about the Company’s financial systems, information technology and tax systems
- Assist in the implementation of changes to Tax Department processes and systems that encourage more effective utilization of all components of the technology platform
- Create and maintain training material and document Tax System processes
- Complete research items within 48 hours of receipt
Financial Analyst Tax & Treasury
11/2007
-
07/2013
Los Angeles, CA
- Process and release tax installments timely per applicable guidelines
- Review and remediate all control reporting data anomalies within managements prescribed timelines
- Prepares assigned tax returns
- Help with delivering documentation of requirements related to tax reporting needs, tax platform enhancement requests, and new features
- Organized and attentive to detail is key for this role
- Self-starter and diligent problem solver is needed
- Researches technical issues, prepares write up and communicates conclusions to management for implementation
- Serves as an active and valued business partner in regard to tax matters and able to work with other business partners to meet tax department objectives
Education
Bluffton University
2003 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Strong excel skills, experience in organizing and analyzing large volumes of data an asset
- Effectively communicate, including the ability to simplify technical jargon, public speaking ability
- Experience working in tax
- Previous experience in preparation of trust or HST returns
- Assisting in gathering information and developing responses to information requests from various tax authorities
- Sitting, working at desk/personal computer for extended periods of time
- Assisting in the analysis and compilation of information under U.S., IFRS and Canadian generally accepted accounting principles for various tax filings
How to write Analyst, Tax Resume
Analyst, Tax role is responsible for tax, research, excel, analysis, finance, training, accounting, reporting, travel, compliance.
To write great resume for analyst, tax job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst, Tax Resume
The section contact information is important in your analyst, tax resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Analyst, Tax Resume
The section work experience is an essential part of your analyst, tax resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst, tax responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, tax position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst, Tax resume experience can include:
- Collaborates with team members to complete work on transactions, projects, controversies, regulatory developments and legislative analysis depending on the circumstances and skill set required
- Broad understanding of advanced SQL functions, experience in SQL tuning
- Oversee the “rest of world” tax provisions and monitor unusual effective tax rates on a quarterly basis
- Assisting with treasury activities, preparation of daily cash reports, hedging, and cash activity on a weekly basis
- Assisting in the preparation of various tax and non-tax financial analyses with recommendations
- Performing account reconciliations and other ad-hoc financial analysis, and
Education on an Analyst, Tax Resume
Make sure to make education a priority on your analyst, tax resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, tax experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Analyst, Tax Resume
When listing skills on your analyst, tax resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical analyst, tax skills:
- Applies professional-level technical knowledge, skills, experience and judgment to accomplish results
- Strong interpersonal, communication and PC skills such as Excel, Word, Powerpoint, Access and SAP
- Fund accounting or tax reporting experience in the investment fund industry or public accounting preferably in the financial services industry
- Experience preparing corporate income tax returns and income tax provisions
- SAP experience is an asset; and
- Analyze quantitative information; present issues to Management; handle many projects/priorities at the same time under time constraints
List of Typical Skills For an Analyst, Tax Resume
1
Skills For Analyst, Tax-fno Resume
- Preparing for and assisting tax manager to gather required information during tax audits
- Assisting in the preparation of federal, provincial, U.S. and foreign corporate income and capital tax returns
- Assist in preparing working papers to support managers calculation of quarterly tax provision, annual filing of corporate tax return and other tax matters
- Routinely perform sample testing of invoices and sales tax reports to ensure customers are being charged the proper sales tax amounts
- Develop reports using SQL, PL/SQL, XML for the Tax department working closely with the Development manager
- Prepare tax financial statement disclosures and executive analytics for inclusion in our IFRS filing position to senior management and SAMSUNG using ERP system
- Recommend cash movement to short-term investment accounts depending on cash availability
- Prepare annual insurance forecast and allocation between head office and manufacturing plant based on reasonable facts and assumptions
2
Skills For Senior Associate Data Analyst Tax Resume
- Book various journal entries as required and maintain working papers to support journal entries
- Calculate withholding tax amounts (Royalty (if applicable), Regulation 105, Dividend, Interest) for managers review and remit to CRA within deadline
- Setup new Customer address linking to sales tax software codes
- PMPRB – Patented Medicine Pricing Review Board – Compliance
- Support other adhoc projects supporting controllership
- Be able to communicate his/her position clearly and defend it at various reporting levels
- Basic familiarity with accounting standards and tax concepts
- Provide analysis and information required for business development and tax planning activities
- Interface with Marathon Petroleum and MPLX Accounting Organization personnel to obtain and understand financial data and transactions
3
Skills For Financial Analyst Tax & Treasury Resume
- Detailed preparation of the U.S. quarterly tax provision using excel and One Source Tax Provision software
- Regularly monitor global tax accounts for consistent financial statement reporting worldwide
- Global Head of Tax Middle Office
- Industry related courses (CSC, or CFA)
- Prepare cash forecast and monitor cash balances to satisfy payment/wire transfer requirements
- Process payments to third parties via company specific payment system
- Prepare NR4, T4A-NR slips and summary to be distributed to impacted parties
- Work with tax manager and other departments (Marketing, A/R, Sales) to determine correct sales tax codes for new products (based on research of Excise Tax Act) and ensure new products along with new customers are properly setup in accounting system for tax purposes
4
Skills For Analyst, Tax Systems Resume
- Contact CRA, Revenue Quebec and other tax authorities to clarify sales tax assessments if any discrepancy
- Peer Review of Tax Reconciliations for SOX purposes
- Process Improvement and Documentation (referenced)
- Proficiency with Convey’s Taxport
- An energetic and highly motivated self-starter with an assertive character, a hands-on approach and who aspires to being a key contributor in a dynamic team environment of professionals
- A pro-active decision maker who has the ability to champion Finance initiatives through to successful conclusion
- Displays clear accountability and ownership of issues and who has strong leadership capabilities, with a focus on staff development and the ability to manage of a team of professionals
5
Skills For Analyst, Tax Corp Resume
- Primary work environment is professional corporate office
- Travel commercially
- Actively manage solution delivery for end-users’ problems (break/fix, outages, enhancements), including collaborating with QA, On-Shore and Off-Shore Development, Technical Solutions and Shared Services Teams – ensuring conformity to requirements & fitness of use for all analysis and early design work products
- Good understanding of the Oracle 11i and R12 AR and AP Tax engine
- Good understanding of IT application development and delivery processes – SDLC life cycles etc
- Reviews work to ensure that services provided meet established objectives and schedules
- Prepare income tax accruals (1) reported in accordance with IAS 12 for consolidated US operations; (2) reported in accordance with ASC 740 for stand-alone US GAAP financial statements; and (3 )reported in accordance with FERC requirements for regulatory reporting
- Gathers data for all Federal and State not-for-profit entities for the Health System, (Form 900 and 900-T), and prepares statements for returns
6
Skills For Analyst Tax Resume
- Assist in the cooperation with Federal & State regulatory audits by gathering required documentation, as instructed; including the collection of financial information from various business units concerning compliance and/or audit information
- Assist superiors in acting as a liaison for the Health System in dealing with various government agencies
- RITC spreadsheet preparation
- One Source Tax Provision
- Self-starter with the ability to take direction and build on it independently
- Completed or near completion of CPA,CGA or CPA,CA designation
- Experience in a large business system environment performing business analysis, SAP integration with OneSource, SAP functional configuration, and/or previous OneSource production support
7
Skills For Analyst, Tax Technology Resume
- Act as primary interface to business users and liaison between the business and technical teams. Ensure business needs are heard, documented and prioritized. Implement effective communication plans to ensure transparency and close partnership
- Provide end user system support to the Tax and Treasury Corporate Systems users, and provide technical support related to Sarbanes-Oxley and other compliance audits
- Research issues as required
- Test and debug program changes and prepare necessary documentation for implementation, following the IT procedures for change control. Closely interface with the business users and other development teams
- Designing of BI Reports (Pre-defined and Ad-hoc), Dashboards, and KPIs
- Verify and reconcile inputs and outputs from the MLP database, including documenting compliance with internal controls
8
Skills For IT Business Analyst, Tax Resume
- Assist in the preparation of annual Schedules K-1, including monthly and annual schedules of book to taxable income, net cash equivalents, and financial and tax basis balance sheets
- Assist in the compilation of forecast data necessary for quarterly consolidated corporate tax provisions
- Analyze and reconcile tax fixed asset activities as supported in the Marathon internal and PwC MLP services systems
- Process and verify tax depreciation and gain/loss calculations
- Analyze partnership depreciation and gains/losses to partners
- Research federal partnership income tax issues
9
Skills For Analyst, Tax Services Resume
- Assist in the preparation of partnership and corporation state income tax returns and corporate federal income tax returns as needed
- Investigate and respond to public unitholder inquiries
- Collectively work with tax team to gather information necessary to complete all required domestic, state and local, and international income tax returns for U.S. and SAMSUNG Korea compliance process, including U.S estimated taxes and extension requests
- Assist tax team with developing and calculating various tax calculations for tax return positions on current and future tax laws
- Assist tax team with income tax examinations by taxing authorities
10
Skills For Analyst, Tax Audit Resume
- Assist with 1042 reporting, FINCEN 114, and FATCA requirements
- Catalog and inventory tax notices and prepare brief narratives and resolutions of the issues
- Create and maintain a global audit risk tracker
- Assist with tax requirements for SOX controls
Related to Analyst, Tax Resume Samples
Senior Analyst, Tax Resume Sample
Work Experience
• Perform different levels of analysis & reconciliation of dividends, income reclass, corporate action data and cost basis data using various vendors such as DTCC, CCH, and BLOOMBERG
• Deliver objective analysis of error trends and opportunities. — identify root cause
• Res...
Professional Skills
• Demonstrated leadership, problem solving, ...
• Excellent problem-solving skills utilizing...
• Have strong communication skills and abili...
Tax Leader Resume Sample
Work Experience
• Significant compliance or regulatory experience or other related experience such as risk management, audit, examination or tax
• Very good communication skills that contribute to positive working relationships with counterparts in Compliance / Tax and the business
• Maintain ...
Professional Skills
• Good presentation skills; listening skills...
• Good communication skills; time management...
• Well-developed interpersonal and communica...
Tax Preparer Resume Sample
Work Experience
• · Prepare individual tax returns for Intuit customers
• · Partner with business to provide insights on customer feedback and experience
• · Verifying tax return accuracy
• · Potential for ongoing opportunities
• · Training provided
Professional Skills
• Outstanding interpersonal skills fostering...
• Demonstrated critical thinking, well-devel...
• Strong communication skills both in writin...
State & Local Tax Resume Sample
Work Experience
• Multiple concurrent tasks, frequent interruptions, mathematical skills, verbal and written communication, detailed work and confidentiality. Flexible schedule around deadlines
• Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
&n...
Professional Skills
• Strong interpersonal skills, including abi...
• Excellent research and analytical skills a...
• Excellent analytical skills in terms of pr...
Administrator Payroll Resume Sample
Work Experience
• Oversee the ordering, fulfillment and delivery of all venue gear
• AS/400 computer system, computer, 10-key adding machine, phone, fax machine
• Provide an accurate collation of queries by inputting all details onto the relevant CRM systems
• Feedback’s...
Professional Skills
• Demonstrate organizational, multi-tasking,...
• Strong communication skills including the ...
• Demonstrate strong problem-solving and ana...
Pay Analyst Resume Sample
Work Experience
• Receive, record, and process client bills for payment in accordance with the Firm’s policies and procedures
• Handle North America; support and monitor the day to day processes/activities of the team
• Balance resource requirements across sub-teams and ensure adherence to def...
Professional Skills
• Operate within complex programs that incor...
• Skills: Strong communication skills, both ...
• Strong drive for action, excellent inter-p...