Associate, Tax Resume Sample
Cornell Hartmann
90629 Brooks Plaza,
San Francisco,
CA
+1 (555) 511 9071
Work Experience
Associate Tax Analyst
02/2018
-
PRESENT
Philadelphia, PA
- Responsible for assisting in the overall coordination and management of the income tax compliance process, including the preparation of workpapers (or the collection of data needed to prepare such workpapers) to be provided to external vendors for preparation of domestic income tax filings. Currently, our domestic income tax compliance is outsourced to a third party vendor
- Responsible for assisting in the coordination and management of the indirect tax compliance process related to
- Act as internal consultant and design architect for SAP FI/CO global banking/Tax/Treasury solution
- Work with peers in the BT organization and business representatives to determine business process and solution design
- Leveraging the capabilities of the SAP Finance and Controlling modules
- Support the identification of opportunities to standardize processes and system configuration globally and ensure
- Compliance across all implementation to these standards
Associate Tax Accountant
01/2011
-
09/2017
Phoenix, AZ
- Collaborate with representatives of other SAP functions to ensure end to end process integration and consistency
- Develop, prototype, test and implement solution improvements to increase stability, usability and functionality
- To enable end users to meet business objectives
- After the implementation, lead and support project initiatives to expand the usage of the SAP solution
- To improve FI/CO processes related to banking/Tax/Treasury
- Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. relative to individual client assignments
- Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements
Associate, Tax
07/2005
-
10/2010
Houston, TX
- Prepares income tax filings and reports for foreign operations. This includes but is not limited to gathering information, preparing tax work papers, formatting import files, and processing returns
- Assists with miscellaneous filings, audits and other projects as required by tax management
- Calculates quarterly estimated tax and annual tax extension amounts
- Prepares multi-state apportionment schedule
- Prepares or gathers information to prepare annual property tax returns and prepares sales tax returns
- Assists with resolving sales and use tax inquiries from Accounts Payable and Purchasing departments
- Completes annual report forms and business license applications
- Self-starter with good analytical skills
Education
Northwood University - Florida Campus
1999 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Excellent knowledge of general office procedures, business English, spelling and punctuation, good Arithmetic skills, excellent organizational skills
- Strong interpersonal skills and written and verbal communication skills
- Strong analytical and problem solving skills in identifying and resolving issues
- Capable of multi-tasking and prioritizing with good time management skills
- Strong attention to detail, well developed analytical and problem-solving skills
- + Strong analytical skills related to finance and operating situations, along with the ability to perform detailed work
- Strong SAP FICO skills
How to write Associate, Tax Resume
Associate, Tax role is responsible for analytical, tax, interpersonal, research, accounting, finance, organizational, trading, printing, telecommunications.
To write great resume for associate, tax job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate, Tax Resume
The section contact information is important in your associate, 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 Associate, Tax Resume
The section work experience is an essential part of your associate, 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 associate, 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 associate, tax position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate, Tax resume experience can include:
- Experience: Four to six years of directly related experience
- At least two years of experience in basic accounting, including account reconciliations, accounting for income taxes, and/or income tax compliance
- Manage the Activities Tracker to ensure multiple work streams are moving forward according to the changing priorities
- Proficient in Microsoft Office applications including Word, Excel, and Access along with experience performing internet research
- Experience in a tax role with a public accounting firm
- Industry or public accounting experience in corporate tax, helpful
Education on an Associate, Tax Resume
Make sure to make education a priority on your associate, tax resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, 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 Associate, Tax Resume
When listing skills on your associate, 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 associate, tax skills:
- Good organizational skills with the ability to work in a fast paced environment and manage multiple deadlines and priorities
- Strong organizational, documentation, verbal and written communication skills
- Experience of a strong internal control framework. Able to exhibit good enforcement of regulation and remediation
- Relevant work experience; prior experience in MNC (beneficial) for Consultant role
- Excellent organizations skills and high attention to detail
- Well-developed accounting, tax accounting, mathematical and analytical skills
List of Typical Experience For an Associate, Tax Resume
1
Experience For Associate Tax Analyst Resume
- One to three years of applicable education or work experience
- Working knowledge of tax, finance, accounting principles, and internal controls
- Preparing and filing Sales and Use Tax Returns for multiple states
- Preparing Property Tax Renditions and paying Property Tax bills
- Preparing and updating Business Registrations
- Logging and researching tax notices and inquiries
- Analyzing and reconciling data to support the tax compliance process
- Working independently as well as in a cross functional team environment
- Dealing with statutory auditors
2
Experience For Associate Tax Accountant Resume
- Coordinating tax payments and GPA allocations
- Preparing capital allowances and group loss relief claims
- Dealing with queries from the business on residency certificates
- Preparing Occupational and Business License Returns for multiple states
- Reconciling internal Sales and Use Tax and Property Tax GL Accounts
- Providing support to the front office and to external clients via front office/Transition Management for tax documentation related queries
- Meeting regularly (weekly/bi-weekly) or work closely with CLIC/RRD Regulatory team worldwide, business lines as well as global counterparts
3
Experience For Senior Associate, Tax Resume
- Assist with drafting opinion letters, responses to IRS inquiries, IRS Ruling requests and writing other technical memoranda
- Work in and support a team environment through collective team topics, load balancing, and sharing/receiving constructive feedback
- Secure appropriate resources for projects, engaging with the business, and facilitating service delivery
- Review associates’ accounting or auditing work: provide constructive reviewpoints
- Carry out general accounting activities, including reconciliation of related tax accounts, and preparation of journal entries
- Provide significant assistance with respect to our ongoing IRS audits by copying all responses provided to the IRS agent, which are often voluminous
- Responsible for storing and maintaining information in the client data referential system (BDR/Maestro)
4
Experience For Associate Tax Research Analyst Resume
- Research Client, Agency and Payroll center inquiries and respond in a timely, accurate and professional manner, including processing unmatched checks
- Assist in developing and delivering quarterly analytics presentation to senior tax leaders
- Contribute to improvements aimed at streamlining compliance and reporting processes or other tax operation processes
- Be part of a top 10 professional services firm that is leading by tax, investing significant focus and resources to nation-wide tax initiatives
- Manage and coordinate the Canadian and foreign income and indirect tax filing processes, interacting closely with both external advisors and CPPIB Finance functions to resolve tax compliance issues and to ensure that returns are filed in a timely and accurate manner
- Reconcile accounts and resolve any resulting issues
- Oversight of deliverables from the firm’s external tax vendor to ensure correct taxation treatment and tax filing positions
5
Experience For Tax Analyst Associate Resume
- Process client sales tax data through Grant Thornton’s systems to support the compliance outsourcing practice
- Responsible for delivering SLA’s & KPI’s
- While improving quality of services delivered
- Participate in the supervision of the tax processing team
- Basic knowledge of tax filing requirements
6
Experience For Tax Experienced Associate Resume
- Process the data for the returns using one or more of KPMG’s mechanized tax systems
- Assists with preparing appropriate documentation to support Cooper Standard Automotive’s R&D credit
- Involvement with tax advisory and planning projects
- Devise and implement tax strategies and advise clients regarding the tax impact of those strategies
- Research and address complicated Tax and Accounting issues
7
Experience For Tax Supervising Associate Resume
- Supervise and lead staff through guidance and mentoring
- In tax and accounting
- Research and analyze processed accounting transactions and paid invoices to confirm that tax has been applied correctly
- Researches through various sources including legal online databases and the internet
- Collaborate with development resources and product management to improve internal tools and ensure tax data is being implemented correctly
- Research specific tax issues concerning sales and use tax, as needed
8
Experience For Senior Associate, ERP Banking, Treasury & Tax Resume
- Assist in the management of Indirect Tax compliance reporting across all WeWork GST/VAT applicable countries
- Assist with information requests during Indirect Tax Audits
- Work closely with the AP team to ensure Indirect Tax compliant documents are being received from suppliers
- Takes appropriate actions without being asked
- Maintain current filing/research records and procedure
- Manage French Banking Law (FBL) regulatory process
- Challenge existing policies when they do not align with market standards
9
Experience For Associate Commodity Tax Analyst Resume
- Assist Tax Specialist with vehicle tax reporting system
- Prepare schedules to rebill property taxes to customers; provide schedules to account managers with supporting backup
- Process monthly accounts payable and journal entries posting function as a backup when needed
- Provide support to other areas of the Operating Tax group
- Interaction with On-boarding, Transition Management, Securities and Settlements, Group Tax, Compliance, and KYC, as necessary
- Advisory role, focusing on personal taxation and security issues for companies with globally mobile employees
10
Experience For Tax Accountant, Associate Resume
- Commitment to providing exemplary customer service
- Use a laptop and various software, including MS Office, browsers, subscription research services and Avalara products
- Associates (or certificate) Accounting or Business Administration
- Prepare transfer pricing adjustments and legal entity pretax book income for global tax provision and U.S income tax compliance
- Assist with maintaining quarterly documentation in accordance with SOX 404 controls
- Understand Salesforce's functions and cost structure, assist with quarter-to- quarter and year-over- year variance analysis in transfer pricing adjustments
- Work with teams in Global Business Operations (GBO) to obtain relevant inputs to support transfer pricing positions and calculations
- Maintain and improve Microsoft Access Database that houses transfer pricing computations
- + Ability to grow by assuming an increased level of responsibility
List of Typical Skills For an Associate, Tax Resume
1
Skills For Associate Tax Analyst Resume
- Good decision making and problem-solving skills
- Communicate effectively while working on multiple projects and priorities
- + Attention to detail and excellent organizational skills
- + Strong oral and written skills
- Self-starter with good verbal and written communication skills
2
Skills For Associate Tax Accountant Resume
- Good interpersonal skills and ability to work within a matrixed organization
- Strong organizational skills and ability to meet multiple tax deadlines accurately and efficiently
- Demonstrated ability to conduct detailed analysis and effectively translate technical tax elements to business stakeholders
- Three (3) years or more of experience in property tax and sales tax return preparation with a strong working knowledge of the related tax laws
- Work proactively, excellent priority setting and time management, action orientated
3
Skills For Senior Associate, Tax Resume
- Public accounting tax preparation experience or corporate tax department return preparation experience helpful
- Apply good business judgment when analyzing the nature of goods and services procured, to determine the appropriate taxability
- Able to deal effectively with all departments and officials at all levels
- Three to five years of experience in accounting, tax or similar financial-related work experience
- Experience in commercial software development (tax software, user experience, user interfaces, etc.)
- Develop and further knowledge of state and local tax laws to effectively and efficiently analyze multistate tax issues
- + Ability to work effectively within a matrix organization
4
Skills For Associate Tax Research Analyst Resume
- Well developed business acumen and strong commercial experience
- Working knowledge of tax laws specific to specialisation in each jurisdiction on which NAB operates
- Experience implementing and/or supporting financial systems in the following areas
- Design the complete user experience for all assigned products, including input, calculations, help screens, electronic filing, and printing functionality
- Good at analysing problems and identifying core issues
- Help develop and implement Airbnb’s tax policy strategy; including helping determine advocacy priorities and positions in the region
- Experience serving in an international tax compliance and consulting role
5
Skills For Tax Analyst Associate Resume
- Public Accounting experience, specifically in the Hedge Fund / Private Equity space
- Work experience in IT or IT consulting, with a focus on financial systems
- Strong understanding of ASC Topic 740, in particular related to investment vehicles
- Strong understanding of Microsoft Excel, Word & Access
- Experience building databases and queries. Desire to work interactively with team members and our clients
- Make strong individual contributions while still working in a team environment
- Two to four years research, consulting, project management, or audit experience
6
Skills For Tax Experienced Associate Resume
- Identify controls and build a strong, ongoing control framework
- Income tax preparation experience within a Public Accounting firm or corporate tax department
- Experience working with ProSystem fx or similar commercial tax software
- Basic accounting experience required
- Demonstrated commitment to delivering quality work, with a desire to team with others, and help create a positive work environment
7
Skills For Tax Supervising Associate Resume
- Develop effective relationships with Group Tax and Operations department to aid overall transparency and control relating to client tax documentation
- Accounting or tax experience
- Experience in a large or mid-size public accounting firm
- Solid Tax background (Compliance, Corporate, Partnership)
- Financial Services Industry (hedge funds, private equity) experience required
- Experience with C#
8
Skills For Senior Associate, ERP Banking, Treasury & Tax Resume
- Current or recent experience in public accounting or corporate tax department
- Experience with Individual Taxation
- Operate in a hands-on and diverse environment
- Manage multiple concurrent tasks, with a strong focus on execution and delivery
- Vertex Returns and SAP experience
- Proven ability to identify and resolve exceptions and to analyze data
- Ideally CTA/ACA/ACCA qualifies (part qualified with relevant experience might be considered)
- + 1+ years Federal and/or State Income Tax experience
9
Skills For Associate Commodity Tax Analyst Resume
- Direct policy experience, preferably in tax law
- Financial institution industry experience is as asset
- Relevant tax experience (Canadian corporate compliance or US corporate or indirect tax)
- Small to middle market business, partnership and high net worth individual tax experience
- State and local tax experience beneficial
- Experience (preferably in US Taxation)
- Indirect Tax experience is desirable
- Learn and operate OneSource property tax software
10
Skills For Tax Accountant, Associate Resume
- Proficiency with Microsoft Access, Word, Excel. Experience with OBIEE, and JDE are helpful, but not required
- Federal and/or State Income Tax experience
- Based upon tax research, validate compliance of test transactions pre-production
- Ales and use tax experience
- Planning and managing compliance cycle all the way to submission of tax computations
- Preparing and filing CT61 returns
- Calculating taxable income for distribution requirements
- Helping to prepare and file tax returns with the IRS
List of Typical Responsibilities For an Associate, Tax Resume
1
Responsibilities For Associate Tax Analyst Resume
- Being a team-player, and the ability to work as part of a team
- Performing Quality Review of work processed in a service delivery center team
- Independently pursue professional development activities (attending training, reviewing professional publications, establishing personal networks)
- Engage in research, writing and other activities to provide analysis and critical thinking on developments affecting Airbnb’s tax strategy in the region
- Knowledge of the US withholding tax regime, FATCA, 871(M), QI and CRS impacting client on-boarding
- Thorough knowledge in financial analysis, forecasting, and planning
- Conduct product testing and debugging of tax programs to ensure accuracy and complete functionality
- Assists in troubleshooting and providing accurate solutions for incorrect transaction tax billings
- Flexible, hardworking, team player
2
Responsibilities For Associate Tax Accountant Resume
- Basic understanding of Windows, Windows XP or DOS essential
- Total commitment to providing exemplary customer service
- Familiarity with the products used in corporate investment banking and institutional broker dealer business
- Independent, proactive, analytical and willing to work under pressure
- Apply rate, rule, jurisdiction, and forms research into our software while providing concise documentation of the change
- Build productive working relationships with state, county and city authorities to maximize the quality of our product
- Knowledge of accounting and tax principles
- Work with internal and external customers regarding tax questions on customer accounts
3
Responsibilities For Senior Associate, Tax Resume
- Perform SOX testing in accordance with company guidelines
- Prepare monthly sales tax rate updates for the various billing systems
- Assists in providing research for federal and state tax issues
- Develops a basic understanding of industry and Valero’s business model
- Develops a basic understanding of Valero’s transaction tax solution in SAP and OneSource
- Grow by assuming an increased level of responsibility
- Meet tax deadlines and minimize tax penalties
- Document the year’s activity in each investment and summarize the tax implications
4
Responsibilities For Associate Tax Research Analyst Resume
- Partner with the firm’s external tax vendor to provide tax advice to HR business partners in cross border expatriate tax matters such as double taxation issues
- Advise Airbnb’s teams on tax policy matters to guide development of products, services and policies
- Experience working with tax policy issues in a relevant business or non-governmental organisation, or in a political, governmental or regulatory context (a mix of public and private sector experience is an advantage)
- Learn our clients’ operations, processes, and business objectives, and utilize knowledge on engagements
- Trouble shoot client data issues encountered by US-based staff, as well as, staff located at the firm’s shared services center
- Plan work allocation and manage projects on a day to day basis
- Assisting with data collection efforts from Johnson & Johnson’s approximately 500+ foreign companies, including providing support to users of the internally developed data collection software
- Travel and work at client locations
- Help consumers understand service offerings available from internal IT service providers and
5
Responsibilities For Tax Analyst Associate Resume
- Completion of CICA-In-depth tax course is an asset
- Proficiency in MS office software knowledge – Outlook/Word/Excel
- Documents the year’s activity in each investment and summarizes the tax implications
- Identify, research and resolve minimally complex tax issues
- Special projects as delegated by the manager – e.g. support for other Tax teams – APJ Co-sourcing PO creation, involvement in Tax Automation team project, support for new hires – close cooperation with Facilities, IT department, organize team building activities
- Review sales, use, and telecommunications tax data received on a monthly basis from KPMG compliance clients to determine if it is in the proper format for input into KPMG’s mechanized tax processing systems
- Compile financial statements for businesses under GAAP and OCBOA
- Assist with the preparation of the Company’s effective tax rate calculation in accordance with ASC 740 on a quarterly and annual basis and prepare necessary reports
- Review subsidiaries’ year-end tax accounting submissions and work with non-U.S. controllers to finalize. Address PWC auditors’ questions with respect to the subsidiaries’ tax provisions
6
Responsibilities For Tax Experienced Associate Resume
- Adhere to controls established under Sarbanes Oxley for the income tax cycle
- Assist in the preparation of the Company’s effective tax rate calculation in accordance with ASC 740 on a quarterly and annual basis and prepare necessary reports
- To prepare and review advance tax computation, corporate tax return, tax audit and form 3CEB for XL India entities
- To prepare necessary schedules and provide all the information asked for by the tax auditors/tax consultants and get the tax audit/form 3CEB/TP Study completed within the agreed timelines
- To provide all the necessary information asked for by the Transfer Pricing officer and Assessing officer within agreed timelines during tax assessments
- To Coordinate with other departments (accounting (CF & AP team, legal, HR, etc.) to obtain and organize information needed to support the process and advise on TDS
- To support the Manager in the various ad hoc projects including tax research
7
Responsibilities For Tax Supervising Associate Resume
- To ensure proper compliance of TDS deduction and its deposition and timely compilation of TDS returns along with corporate tax returns
- To monitor and control the tax balances in the books of accounts through reconciliation process
- To streamline the processes and generate efficiency
- To visit the tax office as and when required to file submissions
- Manage time in order to complete between 300-500 monthly returns accurately and in timely manner
- Combine recommended services with client’s financial system and business processes
8
Responsibilities For Senior Associate, ERP Banking, Treasury & Tax Resume
- Preparation of tax provisions and computations
- Provide tax compliance and advisory services to partnerships, corporations and individuals for a variety of middle market and entrepreneurial businesses
- Correspond with tax authorities as needed
- Applicable Technology (MS Office Suite – especially Excel)
- Prepare and file various types of tax returns in accordance with firm policies, procedures, and statutory requirements. These returns include: sales and use, personal property, business license, individual partner returns (property, sales, payroll), other miscellaneous tax returns, and other types of statutory filings
- Coordinate the annual partner tax questionnaire process and update the tax module database, for changes to partner filing status, exemptions, non-resident tax filings, etc
- Determine the taxability of transactions for all goods and services procured by Ernst & Young (EY)
9
Responsibilities For Associate Commodity Tax Analyst Resume
- Review transactional data and identify discrepancies (e.g., accounts payable invoices, fixed assets records, payroll costs) in the firm's financial records
- A positive attitude and approach, with a willingness to accept new challenges, and flexibility and acceptance of change
- Provide support to the state tax function in Stamford and Hartford, providing assistance in carrying out our property tax and sales tax work and providing assistance to the Hartford team with respect to a variety of state tax assignments
- Notarize the large volume of premium tax returns which are processed out of our Hartford office
- Provide general administrative assistance to US Tax team with various administrative assignments in the US Tax function
- Handle correspondence with state tax departments and intensive property and sales tax work that entails locating required transaction documentation and providing it in a coherent package to state tax examiners
10
Responsibilities For Tax Accountant, Associate Resume
- Participate in audit teams with review and analysis of state tax-related income and balance sheet items
- Find and analyze all applicable sales & use tax rate changes that impact our software and clients
- Report the changes in our workflow tool to be included in our monthly updates to our clients
- Familiarize with the hierarchy of authoritative support and keep abreast of current tax rates and compliance requirements such as forms, interest, discount rates changes, etc
- Communicate via e-mail or internal communication/workflow tools such as JIRA to the teams (Testing and Development)
- Research changes in state, county, and municipal product taxability and rates, and analyze the consequences of those changes. Collect data for input into master repository using internal tools
- Communicates with state and local tax agencies, clients, and others through written and verbal channels
- Monitor state web sites for changes in sales and use taxes, as well as various special tax rates including but not limited to: food and beverage taxes, motor vehicle taxes and prescription drugs
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