Tax Analyst Senior Resume Sample
Shanie Berge
446 Randal Tunnel,
Dallas,
TX
+1 (555) 673 3108
Work Experience
Tax Analyst Senior
11/2016
-
PRESENT
Philadelphia, PA
- Prepare quarterly and annual income tax provisions
- Coordinate with outside tax preparer to ensure the tax return preparation process goes smoothly and efficiently
- Assist in handling federal and State tax audits
- Closely monitor the tax calendar to ensure all tax related filings are in compliance
- Work closely with team members and assist others as needed
- Work closely with other Departments to obtain required information for tax needs and to provide tax information to meet the other Departments’ needs as well
- Performs tax law and case-history research to identify law changes, support technical positions and minimize Caterpillar’s tax risks
- Accounting - completing month end closing activities including journal entries, reporting, issue resolution. Also responsible for preparation of monthly or quarterly account reconciliations
- Compliance – support the compliance team in ensuring the proper filing and payment of state and local sales and use taxes, or similarly related transactional taxes throughout the United States. Work closely with business units in data collection and review, and with external providers for return preparation and payment processing
Senior Analyst, Income Tax
08/2011
-
05/2016
San Francisco, CA
- Audit – work and communicate with state and local tax authorities to achieve accurate audit results. Tasks include gathering data, research technical issues, quantify impact of proposed assessments or refund, and negotiate with external parties
- Technology – support Sabrix sales and use tax compliance systems and support Sabrix implementations. Work as part of project teams including external advisors, BU Finance, and BU IT
- PERFORMS tax return preparation including individual returns, 1099s, agency letters, irrevocable and revocable trust returns, charitable trust returns, private foundation returns, partnership returns, corporate returns and gift tax returns
- PERFORMS tax account set up including posting prior trustee transactions
- PERFORMS interim period account reviews
- MONITORS tax issues on account termination
- PERFORMS cost reconstruction of security portfolios
Tax Analyst, Senior
07/2005
-
07/2011
Dallas, TX
- PERFORMS IRA compliance reporting
- PERFORMS library, software and supply maintenance, PERFORMS review and update of tax procedures, and OBTAINS OneSource expertise
- CALCULATES and MONITORS estimated tax payments
- WORKS with other Trust Company personnel on client tax matters and Trust Company procedures
- PERFORMS charitable trust, personal trust and individual tax planning assignments, PERFORMS basic tax research
- Prepare annual return to provision reconciliation
- Collaborate with other tax team members in identifying ways to optimize the tax information gathering process
- Prepare federal and state income tax returns and work papers
Education
Everest University - Lakeland Campus
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Proven ability to proactively develop professional skills
- Strong computer skills include excel
- Action-oriented self-starter with excellent project management skills
- Good analytical skills with the ability to research and interpret income tax law
- Experience working in a large public accounting firm or large corporate tax department
- Strong working knowledge of income tax software (i.e. OneSource), on-line research tools (i.e. RIA checkpoint), and accounting systems (i.e. SAP)
- Experience with Tax Compliance and Accounting systems (i.e., ONESOURCE, DataFlow, Analysis for Microsoft Office)
How to write Tax Analyst Senior Resume
Tax Analyst Senior role is responsible for government, travel, insurance, research, reporting, security, training, finance, software, excel.
To write great resume for tax analyst senior job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Analyst Senior Resume
The section contact information is important in your tax analyst senior 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 Tax Analyst Senior Resume
The section work experience is an essential part of your tax analyst senior 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 tax analyst senior responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax analyst senior position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Analyst Senior resume experience can include:
- Work effectively both as part of team and independently
- With Big 4 and/or corporate tax experience with focus on ASC 740 and Domestic Taxation
- Significant Experience with OneSource Tax Provision and OneSource Income Tax required
- Process documenting experience
- Experience with Corporate Income Tax Returns
- Multistate income and franchise tax audit experience
Education on a Tax Analyst Senior Resume
Make sure to make education a priority on your tax analyst senior resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax analyst senior 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 Tax Analyst Senior Resume
When listing skills on your tax analyst senior 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 tax analyst senior skills:
- Get global corporate accounting and consolidations experience at a multi- billion dollar company
- Demonstrated ability to balance multiple priorities and manage short deadlines
- Accounting for income taxes – review and consolidation of LKQ’s global tax provision
- Experience with basic coding (i.e., VBA, SQL Queries)
- CPA (or documented progress toward certification) and experience working as employee of a CPA firm
- Corporate income tax experience in industry and / or large accounting firm
List of Typical Experience For a Tax Analyst Senior Resume
1
Experience For Senior Analyst, Income Tax Resume
- Tax laws are constantly evolving and states continue to aggressively seek revenue from taxpayers, requiring more emphasis on being proactive
- Liaise with other Coach departments to obtain information and analysis necessary to complete income tax returns
- The job requires an experienced, highly motivated, self-starter who has an attention to detail, yet is able to manage through the myriad of data to efficiently comply with taxing jurisdictions
- Other members of the Tax Department
- Externally, the job interacts with Government Officials, Tax Organizations, and Consultants
- Prepare federal, state and local income tax returns, tax extensions and estimated tax payments
- Perform tax research and write memos on federal and state tax issues
- Participate in the preparation of ASC740 calculations and analysis
2
Experience For Senior State Tax Analyst Resume
- Coordinate the preparation and review of federal and state income, franchise and excise tax returns. Own the timeline for completion and work to generate efficiencies in the preparation and review process
- Gather, analyze and review the state apportionment data as required
- Perform operational tax queries and monthly tax rate updates. Research and resolve Illinois notices received and provide operational tax support to TFS field offices (e.g., Customer Service Centers, Dealer Funding Teams, Dealer Sales and Services Offices)
- Perform tax research as required for tax compliance and audit support. Keep current with legislative tax laws. Prepare all research regarding new business opportunities
- Cross train in other areas of the Sales and Property Tax Team. Back-up support for other Team Members and other areas of tax
3
Experience For Tax Analyst, Senior Resume
- Prepare and present to management value-add analytics
- Prepare state book accrual entries for state taxes payable to be provided to Controller’s
- Present documented tax research and analyses on assigned and self identified tax issues with suggested conclusion and/or courses of action
- Gives support in the tax venue to all system departments as required by department management
- Identifies tax internal control procedural inefficiencies, develops solutions for corrections and oversees implementation of corrective measures
4
Experience For Senior Int Tax Accountant / Analyst Resume
- Keeps current and well informed and conversant with federal, state and local tax laws
- Performs all responsibilities in a manner that demonstrates appropriate behavior towards patients, staff peers and other departments, as defined in the Basics of Service Excellence
- Prepares all levels of tax compliance
- Prepares basic to moderately complex account and tax analyses
- Recognizes basic to moderately complex tax issues and strategizes potential solutions
- CPA or MST desired
5
Experience For Senior Trust Tax Analyst Resume
- Understanding of basic to moderate tax reporting requirements for all structures of entities and the ability to complete compliance in any/all areas as necessary required
- Demonstrates knowledge of basic sources of accounting/tax literature
- Prepares and reviews account reconciliations for income tax and indirect tax accounts, as needed
- Assists outside consultants with preparation and review of income tax returns
- Assists with international income tax and indirect tax compliance, as needed
6
Experience For Senior Analyst, Sales Tax Resume
- Prepare property tax, sales and use tax and gross receipts tax returns and estimated tax payment computations
- Research and resolve federal, state and local tax issues
- Respond to information requests from various tax authorities and assist with tax audits
- Assist the tax compliance team with the detailed review phase of the corporate returns, extensions, and estimates (includes federal, state, local, and foreign)
- Work and assist on special projects as assigned by tax leadership
- In income tax related field
7
Experience For Tax-data Analytics Insights Senior Analyst Resume
- Knowledge in tax topics for Latin-American markets
- Intermediate to advance English level
- Tax and TP reports analysis expertise in LATAM
- Process documentation techniques
- Tax Compliance software
- Fixed Assets software
- Resolves tax notices
- IIBA or PMI
List of Typical Skills For a Tax Analyst Senior Resume
1
Skills For Senior Analyst, Income Tax Resume
- Experience in several areas of corporate tax (e.g. Income, Billing, Sales, State and Local)
- Able to manage competing priorities and multiple time sensitive projects in a dynamic environment
- Assists Tax Director in preparing quarterly and annual effective tax rate models
- Experience with Tax Research systems (i.e., RIA Checkpoint, Bloomberg BNA)
- Long term stability and excellent work/life balance
- Experience in international tax and complex tax regulations
2
Skills For Senior State Tax Analyst Resume
- Experience in acquisition integration
- Tate and local tax compliance experience in a service industry environment
- Significant experience with tax research software
- Strong organizational competencies
- Supervisory experience recommended
- Filing of Insurance Premium tax and payments. Filing of Excise tax and payments. Gather supporting documentation as required for tax audits
- Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions
3
Skills For Tax Analyst, Senior Resume
- Mentoring junior staff on appropriate regulations, filing procedures and internal communication needs
- Working with business units to keep them informed about tax implications of their operation
- Working knowledge of sales/use taxes, property taxes, state/local income taxes
- Understanding of basic to complex financial statements and related support schedules
- Assists in identifying, documenting, implementing, and accounting for changes in transfer pricing policies
- Work overtime during peak return filing season and when work demands / deadlines require
4
Skills For Senior Int Tax Accountant / Analyst Resume
- Own eliminations accounting and reporting for income tax compliance
- Recognizes accounting issues related to tax reporting requirements
- Assist with coaching and developing the staff analysts within the tax department
- Responsible for identifying and implementing process improvement and automation throughout the tax compliance process to gain efficiencies
- Managing a team of
- Prepares tax forms for filing in accordance with regulations and as directed by management
5
Skills For Senior Trust Tax Analyst Resume
- Prepares appropriate tax forms and instruments for filing with federal, state and local jurisdictions
- Preparation and/or review of asset valuation schedules, special studies, projects, forecasts, budgets, analyses and regulatory proceeding schedules
- Advanced Other Knowledge of corporate tax including income/franchise tax, premium tax, property tax, etc
- Organizes and analyzes tax forms for filing in accordance with regulations
- Working with Tax and TP processes on a shared service center environment for LATAM
- Proficient in Microsoft Office including advanced Excel tools for data analysis
- The number of tax filings and the complexity as well as the constraints to meet constant filing deadlines are a major challenge
- Colleagues in certain other functions such as Accounting, Legal, and Treasury
- Colleagues at many of the sites in order to determine issues impacting state tax
6
Skills For Senior Analyst, Sales Tax Resume
- Research and respond to notices from taxing authorities
- Participate in tax planning projects and other tax-related initiatives
- Responsible for tax related month-end journal entries, reconciliations and related closing process
- Provides tax accounting support to financial statement auditors
- Provide support to other departments with understanding of different companywide tax department roles
- Proficient in Excel and complex calculations
- Stays aware of appropriate federal, state and local tax regulations and obligations
- Helps other business units stay informed about tax implications of their operation
7
Skills For Tax-data Analytics Insights Senior Analyst Resume
- Learns and takes direction from senior staff
- Assist in preparation of the US federal returns
- Assists with the organization of information during audits involving state tax returns; gathers information/documentation regarding previously prepared tax returns
- Assists with projections for quarterly estimated state tax payments; helps to prepare budgets and forecasts in order to estimate annual income; and assists with preparing paper work to send to governments
- Prepare and/or review federal, state and local tax returns, reports, estimates and work papers and analyses
- Prepare and/or review analyses and work papers to support the monthly recording and reporting of tax accruals including the reconciliation of tax accrual accounts
- Compute taxes for special studies, accrual vs. actual adjustments, and forecasts
- Prepare and/or check tax schedules included in financial and regulatory reports
- Respond to business unit requests for tax information, generate tax information requests and provide tax requirements
8
Skills For Senior Treasury & Tax Analyst Resume
- Actively participate in continuous process improvement initiatives
- Participate in the federal, state and local tax audit process including the preparation and review of responses to auditor questions, and review and prepare responses to audit assessments
- Research tax issues and/or questions and prepare written analysis and conclusions
- Review and/or prepare federal, state and local tax returns, reports, estimates and work papers and analyses
- Review and/or prepare analyses and work papers to support the monthly recording and reporting of tax accruals including the reconciliation of tax accrual accounts
- Review and/or prepare asset valuation schedules, special studies, projects, forecasts, budgets, analyses and regulatory proceeding schedules
- Review and/or prepare check tax schedules included in financial and regulatory reports
- There isn't anyone in the Manager position currently so there is DIRECT advancement available as soon as this person gets settled into the team
- 9-5 schedule other than month/quarter/year ends
9
Skills For Senior Analyst x, Tax Resume
- Move around positions at corporate
- Prepares moderate to highly complex tax returns in order to meet fiduciary compliance needs. Performs secondary review of return types with the highest level of complexity and serves as mentor to less experienced accountants
- Desire to improve processes and work products
- Capacity to learn and master new tax laws and changes in US GAAP
- U.S. and international travel less than 5%
- Results driven with ability to take initiative and meet deadlines
10
Skills For Senior Intl Tax Analyst Resume
- Prepares moderate to highly complex tax returns in order to meet fiduciary compliance needs. Performs secondary review of simple complexity returns and serves as mentor to less experienced accountants
- Reviews client account activity, receipts, disbursements, death notices, corporate reorganizations/exchanges and other corporate actions in client accounts daily, to ensure correct tax reporting. Determines and makes adjustments to entries as needed. Reviews trust instruments, wills and other documents
- Participates in in-house and external training to enhance technical knowledge and to maintain professional credentials and certifications
- Serves as a resource to less experienced tax accountants on matters of routine and non-routine nature, including but not limited to secondary review of returns prepared by less experienced staff. Performs secondary review of return types of simple complexity level
- Intermediate Other Ability to learn quickly
- Research and monitor appropriate federal, state and local tax regulations and obligations
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