State & Local Tax Manager Resume Sample
Jeffery Senger
1748 Yundt Oval,
Los Angeles,
CA
+1 (555) 581 2528
Work Experience
State & Local Tax Manager
01/2017
-
PRESENT
Detroit, MI
- Multiple concurrent tasks, frequent interruptions, mathematical skills, verbal and written communication, detailed work and confidentiality. Flexible schedule around deadlines
- Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary
- Participates actively in client meetings and tax planning efforts to assist the Auditing & Accounting department with larger clients
- Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions
- Assumes responsibility for smooth flow of tax returns through the tax preparation system to ensure accurate, complete and timely preparation and delivery of all clients’ tax returns
- Management of state and local tax process
- Management of extensions and estimated tax payments process
Indirect State & Local Tax Manager
01/2014
-
09/2016
Dallas, TX
- Assist with federal tax process
- Maintain tax balance sheets
- Lead return preparation process improvements and documentation enhancements including implementing best practices
- Management of one or more tax professionals
- Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Understand the client’s organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Experience, CPA or JD, preferably from a Big 4 or similar environment,
Finanical Services State & Local Tax Manager
11/2008
-
07/2013
Los Angeles, CA
- Focused on SALT including income / franchise, sales/use, with intermediate level skills in other SALT areas (property, payroll, etc.)
- Strong ability to juggle multiple tasks, with complete attention to detail,
- Strong interpersonal skills, including ability to manage client relationships,
- Strong technical ability – including research, writing and critical thinking to determine client solutions,
- Handle a variety of projects and situations including state tax exams focusing on income/franchise, and sales/use tax,
- Strong project manager and communicator, comfortable leading client / technical situations
- Ability and willingness to abide by Company’s Code of Conduct on a daily basis
- Valid driver’s license and ability to drive
- Serves as a technical quality assurance function on client engagements to support the Firm’s SALT practice (including management of technical risk)
Education
National American University - Albuquerque Campus
2004 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Possess strong research, writing skills and interpersonal skills with a demonstrated ability to develop and maintain excellent client relationships
- Proven experience in a corporate tax environment or public and private industry experience. Prior public accounting experience helpful
- Advanced analytical and problem-solving skills coupled with the ability to use these skills to make quality decisions in a timely manner
- Strong analytical, problem solving, detail oriented and excellent interpersonal skills
- Demonstrated experience preparing or reviewing financial or accounting statement information or other required filings such as tax returns and tax payments
- Demonstrated experience researching technical tax, accounting, or other business issues and developing business plans and strategies
- Strong state tax accounting knowledge and state tax provision experience
How to write State & Local Tax Manager Resume
State & Local Tax Manager role is responsible for software, travel, research, reporting, training, finance, interpersonal, planning, accounting, cpa.
To write great resume for state & local tax manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For State & Local Tax Manager Resume
The section contact information is important in your state & local tax manager 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 State & Local Tax Manager Resume
The section work experience is an essential part of your state & local tax manager 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 state & local tax manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular state & local tax manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative State & Local Tax Manager resume experience can include:
- State and local tax compliance and provision experience, preferably in a large corporate environment or a large accounting firm
- State and local tax controversy experience
- Results-oriented with a strong work ethic
- Significant state tax compliance and ASC 740 experience
- Drafting and editing long-form thought leadership, including articles and SALT alerts designed to enhance the Firm’s brand in the marketplace
- Acts as thought leaders for the Firm on SALT matters, including management and publishing of SALT Alerts, articles and interviews on a national basis
Education on a State & Local Tax Manager Resume
Make sure to make education a priority on your state & local tax manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your state & local tax manager 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 State & Local Tax Manager Resume
When listing skills on your state & local tax manager 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 state & local tax manager skills:
- Demonstrated experience communicating highly technical or complex information to others
- Demonstrated experience handling tax or other financial audits conducted by external parties
- Integrate and communicate effectively with clients and the overall tax team
- Solid knowledge and understanding of GAAP and/or statutory accounting
- Five (5) – Eight (10) years of progressive State and Local Tax consulting and/or compliance experience in public accounting
- Experience in Public Accounting and/or corporate tax department
List of Typical Experience For a State & Local Tax Manager Resume
1
Experience For Indirect State & Local Tax Manager Resume
- Assistance in developing and updating tools, matrices, and PowerPoint slide decks for use in internal and external presentations
- Participates in training and knowledge management initiatives
- Assistance in training initiatives; and
- Serves as the Firm’s representatives to the national SALT community and to professional organizations; and
- Assistance in performing external client work and quality assurance to support the Firm’s SALT practice where SALT-NTO assistance is warranted or necessary under Firm protocols
- Interface with the knowledge management team in Bangalore
- About the Team
List of Typical Skills For a State & Local Tax Manager Resume
1
Skills For Indirect State & Local Tax Manager Resume
- A clear, effective communicator who can run processes and meetings effectively while having the ability to explain complex concepts in a concise way
- Demonstrate excellent team work, positive attitude and high professional standards
- Works with Partners, Principals and Senior Managers to develop practical and effective tax strategies for clients
- Experience in related field
- Assist with growing the business by identifying opportunities to provide additional services to clients and developing relationships with potential new clients
2
Skills For State & Local Tax Manager / Senior Manager Resume
- Leads staff in modeling the potential financial impact for various tax issues. Directs the gathering and analysis of peer company tax information
- Tax Planning and working with business teams to identify savings opportunities
- Identify and analyze tax saving opportunities through defendable state tax filing positions
- Communicates to the appropriate Firm personnel important tax developments affecting the Firm’s clients
- Considerable knowledge of government and compliance/regulatory reporting
- Partner with the entire tax department and business line personnel on information flows and reporting processes
- Manage sales and use tax staff working on a variety of tax returns and projects
3
Skills For State & Local Tax Manager Income Tax Resume
- Responsible for managing a team of 5 – 7 SALT tax associates and seniors
- Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the Partner, Principal and/or Senior Manager
- Develops a professional relationship with the client and serves as the main point-of-contact to the client and ensures that the client is fully informed of engagement progress
- Travel as required (5-10 times per year)
- Directs the research and analysis of tax laws, regulations, and cases associated with assigned areas. Monitors legislative and administrative tax developments for assigned areas
- Assists the Tax Director in working with industry tax committees to determine the impacts of proposed changes on the industry and supports industry efforts to improve legislation or regulation
4
Skills For Finanical Services State & Local Tax Manager Resume
- Directs the creation of tax positions to maximize the after-tax income of the group. Recommends tax minimization ideas, and tax credit and incentive opportunities to the Tax Director
- Advises the appropriate company personnel of tax developments, their impact on products or investments, and alternative strategies for complying with the various requirements
- Experience in accounting, tax accounting and planning
- Experienced with Excel and compliance software
- Directs the use of consultants for tax-minimizing strategies and audit defense of the group
- Provides counsel to corporate management on the tax and financial implications of mergers and acquisitions, corporate structure, investments, operations, decisions, or initiatives. Assists with lobbying efforts, and other corporate, divisional, or departmental studies, projects, or initiatives
- Develops and implements expense efficiency opportunities
- SALT memos on a variety of topics including but not limited to: nexus and taxability for sales/use and income/franchise tax, sales/use tax processes, apportionment, business strategies, property tax and escheats
- CPA or JD/LLM required
5
Skills For State & Local Tax Manager Resume
- CPA, CMI, JD or LLM required
- CPA, JD, or LLM in Taxation
- Experience in taxation in a large corporate environment, a large accounting firm or a combination of both, ideally with experience in the financial services sector
- Considerable knowledge of applicable tax laws and regulations (U.S. federal and state income law)
- Assist with the management of sales and use tax audits. Evaluate potential tax exposure, develop and implement audit strategies and maintain successful auditor relationships. Provide timely communication of audit results to management
- Manage tax responsibilities for all mergers and acquisitions. Partner with M&A and other internal teams on review of due diligence work for sales and use tax matters
6
Skills For Indirect State & Local Tax Manager Resume
- Sales tax experience working in a public accounting firm, law firm or corporate tax department
- Perform tax research and develop planning concepts
- Participate in special tax projects as needed
- Teach your area of expertise
- Integrate with clients and the overall tax team to review state tax returns and provide state tax consulting – including nexus studies, apportionment and sourcing analysis, voluntary disclosures and merger and acquisition consulting, sales and use tax consulting and other state tax consulting
- Be able to provide written technical advice in the form of technical memos or other technical forms
7
Skills For State & Local Tax Manager / Senior Manager Resume
- Deliver a full range of State and Local Tax services including tax return review, management of state sales/use and/or income tax audits, conduct tax research, prepare/review technical tax memoranda and client correspondence, and provide strategic state tax advice in areas such as nexus, apportionment and state refund analyses
- Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries
- Participate in one of RSM’s key industry teams which include: Manufacturing, Wholesale and Distribution, Financial Services, and Construction/Real Estate and, Consumer Products
- Continue to expand knowledge base in area of expertise, comply with continuing education requirements
- Perform technical tax review of assigned tax returns of varying complexity
8
Skills For State & Local Tax Manager Income Tax Resume
- Work closely with the accounting / legal groups to obtain necessary information across office locations
- Review of complex corporate state and local income tax returns including unitary state tax returns
- Participates in the Firm’s practice development efforts through involvement with referral sources, community and industry activities
- Other Special Projects – Support key regional initiatives and projects
- Identify issues and recommend creative solutions to complex client issues
9
Skills For Finanical Services State & Local Tax Manager Resume
- Prepare complex business returns
- Delegate and manage tax and research assignments to achieve accurate and efficient product
- Schedule smooth system flow of tax returns
- CPA, MST/LLM, or JD required
- Actively participate in preparation of state and local tax forms and schedules
- Preparation and review of state tax apportionment across all company entities
- Review of quarterly estimate and extension calculations and payments
10
Skills For State & Local Tax Manager Resume
- Review of documentation to support state tax adjustments and state tax credits
- Responsible for various special projects related to items such as the state implications of Tax Reform, Section 382 and state NOL carryovers
- Direct, manage, develop, and mentor Domestic Tax Team staff members and assess performance through formal periodic reviews and informal feedback
- Contribute to the development of your own and team s technical acumen
- Initiates and facilitates the development and vetting of proposed service offerings, tools and technical guidance via interaction with the Firm’s SALT practice
- Serves as an interface between the Firm’s SALT practice and federal National Tax Office resources, the Tax Practice, Policy & Quality group, and the Public Policy & Governmental Affairs group
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