Tax Compliance Resume Sample
Laura Hermann
327 Hodkiewicz Ville,
New York,
NY
+1 (555) 786 3995
Work Experience
Tax Compliance Specialist
01/2017
-
PRESENT
New York, NY
- Initial review of state income tax returns, estimates and provisions
- Assist with review of income tax apportionment and state adjustment schedules
- Assist with preparation of tax account forecasts and monthly accruals; assist with preparing and reviewing Responses to notices regarding state and local tax issues
- Provide assistance with technical research on various state and local tax issues
- Develop, plan, and execute tax refund claims
- Developing detailed baseline project plans
- Interact with fixed asset system for obtaining information for tax provisions and tax returns; assist with the Review of property tax returns and estimates
Analyst, Property Tax Compliance
12/2013
-
10/2016
Houston, TX
- Manage, define, measure, collect, analyze, summarize and report KPI’s
- Acts as the liaison with Crown Castle’s external audit firm in their audit of tax accounts
- Acts as the liaison with Crown Castle’s ASC 740 software provider
- Acts as the liaison with Crown Castle’s income tax compliance software provider
- Assist with the daily monitoring of fund compliance while learning the rules and regulations under SubChapter M of the IRS Code and the Investment Company Act of 1940
- Aids in the preparation of fund compliance reports on a monthly basis for various clients
- Responsible for preparation and review of Corporate Income Tax Return / withholding tax return for multiple countries/tax jurisdictions with moderate complexity
- Extensive analysis of sub-ledger reports to deduce Corporate Income tax / withholding tax applicability. Gathers and analyzes data extracted from financial systems or received from other functions
- Provide advice on routine tax matters and requires expert knowledge of tax compliance, audits, accounting and tax specific systems/applications & Enterprise Resource Planning applications
Income Tax Compliance Internship
07/2009
-
11/2013
Boston, MA
- Assist with the preparation and review of sales and use tax returns and estimates
- Assist with the managing of state audits while maintaining proper audit documentation
- Prepare and review various tax accounting reconciliations; and
- Communicate status, issues and risks to stakeholders for tax projects
- Responsible for managing the overall UK tax computation and tax notes compliance preparation process. Working closely with Compliance team to keep aware of work capacity and proactively seeking to allocate work to mitigate workload peaks
- Key point of contact in relation to UK compliance documents, working with UK tax team advisors
- Establish strong working relationships with Finance (both within and outside the UK) and Ernst & Young Bangalore and Kuala Lumpur Tax
- Preparing relevant updates, as required, for the Compliance Team Lead, including the status of Tax milestones for the weekly status report meetings, updates for the monthly governance board meetings and quarterly joint review board meetings
Education
Strayer University - Huntsville Campus
2004 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Have good communication skills (email writing skills and handling conference calls)
- Strong interpersonal, organizational, analytical, prioritization, organization and critical thinking skills
- Strong financial analysis skills and sound accounting background are required
- Strong verbal and written communication skills are necessary in order to interface with taxing authorities and other internal departments
- Strong interpersonal skills, capable of working in a team environment and managing multiple projects
- Detail oriented & strong analytical and organizational skills
- Strong communication skills with multiple levels of leadership
How to write Tax Compliance Resume
Tax Compliance role is responsible for tax, analytical, excel, research, accounting, microsoft, software, compliance, modeling, oracle.
To write great resume for tax compliance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Compliance Resume
The section contact information is important in your tax compliance 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 Compliance Resume
The section work experience is an essential part of your tax compliance 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 compliance 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 compliance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Compliance resume experience can include:
- Strong written and verbal communication skills, as well as strong quantitative and analytical skills
- ERP systems experience and strong Excel skills
- Corporate tax experience in industry and/or public accounting firm, including technical knowledge or and experience with U.S multinational entities
- Effectively communicating with team, clients, , assessors and taxing authorities
- Problem solving, planning and analytical skills to facilitate and focus on continuous improvement and innovation
- Tax working experience, including experience in MNC
Education on a Tax Compliance Resume
Make sure to make education a priority on your tax compliance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax compliance 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 Compliance Resume
When listing skills on your tax compliance 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 compliance skills:
- Strong interpersonal and communication skills with the ability to network and influence effectively to achieve desired self/team goals and objectives
- Strong computer skills in data aggregation software and proven record for using technology to simplify repeating tasks
- Experience in leading cross functional projects and managing multiple workstreams effectively
- Strongly accounting experience with good technical knowledge in US and Local GAAP
- Work effectively under pressure with deadlines and shift priorities quickly as needed
- Strong written and verbal communication skills with the ability
List of Typical Experience For a Tax Compliance Resume
1
Experience For Tax Compliance Specialist Resume
- Experience with US GAAP ASC 740 and SEC regulations required, as well as experience with software programs such as SAP and ONESOURCE
- Validates testing of new taxation functionality for upcoming changes affecting reporting processes
- Experience enhancing existing processes and supporting them with standard methods and tools
- Experience working in an Accounts Payable processing or client property tax disbursement environment is encouraged but not required
- Think strategically, learn quickly and adapt to rapidly changing priorities
- Performs data accuracy/quality checks to validate tax handling of transactions as per applicable tax legislation
- Previous experience in accounting organization
2
Experience For Analyst, Property Tax Compliance Resume
- Corporate tax experience in either a large accounting firm or large multinational corporation
- Experience in core federal tax compliance, including multistate, international, or comp & benefits tax
- Related experience in accounting or tax
- Experience working with Onesource Property Tax system (Tax Bill functions)
3
Experience For Tax Compliance Analyst Resume
- Experience interacting with clients and employees at all levels
- Demonstrated ability to work with clients in a variety of industries, with different accounting processes
- Experience in a high volume Multinational Environment
- Team player and proven ability to influence
- Learning, understanding and applying valuation techniques including the three approaches to value in real estate appraisal
- Working with CrossBorder Solutions and JAGGAER employees around the world on transfer pricing documentation, planning, and strategy
4
Experience For Senior Manager Tax Compliance & Provision Resume
- Learning, understanding and applying assessment rules and regulations and appeals processes in multiple jurisdictions
- Liaising with and support the central tax team on a regular basis in the areas of Tax and VAT Compliance, Tax Accounting and Transfer Pricing
- Providing clear objectives, identifying short/long term goals, ensuring all staff members fully understand their respective roles and responsibilities
- Recruiting high potential management candidates; and encouraging staff development through courses, career changes and coaching
- Working on challenging, evolving and varied client portfolio with potential to become a technical expert in your particular area of interest.
- Researching tax technical compliance matters including detailed research of constantly changing tax legislation and case law
- Organizing referencing and storage of the projects’ files
- Creating and maintaining compliance calendar
5
Experience For Director of Tax Compliance Resume
- Investigating notices, inquiries, and refunds that differ from filings and resolving issues
- Preparing and filing Canada GST/HST returns
- Preparing and filing property tax returns
- Working knowledge of personal computer and multiple software applications used in job functions including MS Excel and MS Word
- Reviewing and processing renditions, assessment notices and tax bills
- Securing and auditing tax statements (assessment notices, tax bills, etc.)
- Participating in training sessions and educational opportunities to learn about industry trends, valuation techniques, and assessment procedures
6
Experience For Dir Fed Tax Compliance & Audit Resume
- Addressing jurisdictional notices and resolving the issues
- Working with Client Service Team to source correct information on occasion
- Filing tax returns (E-Contribuições, DCTF, DIRF, ECF, E-Financeira and DES-IF)
- Working with outside tax preparers on all income and franchise taxes
- Tracking filings, payments, and refunds
- Reviewing Avalara sales tax calculations and submissions
7
Experience For Payroll Tax & Compliance Service Analyst Resume
- Working with CSC on annual reports
- Responding to mandatory governmental surveys
- Assisting with Corporate insurance – COIs for customers and annual renewal
- Managing high volume property appeal portfolio
- Training - local and international
- Preparing transaction tax returns for monthly, quarterly and annual filings
- Preparing month end reports for client records
- Doing whatever it takes to get the job done
8
Experience For Indirect Tax Compliance Process Analyst Resume
- Interacting with other Deloitte offices around the world as part of globally coordinated corporate tax compliance engagements
- Reviewing VAT filings
- Mailing of client tax payments
- Communicating through staff meetings, regular interaction, feedback; encouraging participation by staff in decision
- Supporting SSC teams in ad hoc questions
9
Experience For Associate Consultant, Property Tax Compliance Resume
- Supporting corporate projects in the area of taxes
- Working knowledge of Oracle Financials preferable
- Partner with our tax planning function on US-focused planning projects, including managing the US compliance impacts of US M&A activity
- Quarterly/annual income tax accounting reporting within the region including: tax reporting within the Hyperion financial system
- Files monthly, quarterly, and year-end income and/or transaction tax returns, including gathering, analyzing, and compiling income tax data
- Support our global quarterly and annual tax accounting process, including preparing US federal and state tax provisions in accordance with ASC 740
- Refund processing, tracking and logging assessment notices and preparation of Property Tax Returns
- Manage the responsibility of maintaining and reconciling GSK’s tax accounts for interim as well as year-end reporting
10
Experience For Indirect Tax Compliance Analyst Resume
- Monitor the Check Writing Group e-mail box and respond timely to all client inquiries regarding the funding requests as needed
- Provide ongoing accounting, reporting, and ad hoc tax analysis expertise to Cox Automotive and CEI business partners
- Develop and oversee tax-related policies and procedures ensuring accuracy and efficiency in the calculation and timely reporting in the following areas
- Assist with filing, copying, and mailing tasks as needed
- Responsible for responding to new legislative and reporting by reviewing ADP and other tax update tools
List of Typical Skills For a Tax Compliance Resume
1
Skills For Tax Compliance Specialist Resume
- Strong technical and analytical skills, including tax research skills
- Strong numerical & analytical skills e.g. Excel advance level
- Good knowledge in ERP, good excel skill
- Excellent knowledge of Federal Income Taxation and experience with state and local tax issues and planning strategies
- Position requires two years’ experience in a multi-state accounting department with general ledger and accounts payable experience
- Prior experience and comfort working with various forms of software, especially financial applications
- Savvy analytical and word processing skills required
- Prior computer experience in Excel, Word, word processing software, and Outlook
- Experience with PTMS strongly desired
2
Skills For Analyst, Property Tax Compliance Resume
- Property tax related experience strongly desired
- Willingness to participate in non-compliance work and to learn additional ITX technical skills
- Have prior experience in Accounts Payable and/or Accounts Receivable exposure from any BPO organization
- Progressive, related indirect tax experience with at least 1-2 years’ experience in an indirect tax leadership role
- Effectively work with outside clients on new account set up/start up
- Multi state unemployment tax experience, 1yr experience as Tax Compliance Specialist
3
Skills For Tax Compliance Analyst Resume
- Proficient PC skills in Microsoft Office Suites, Oracle and AS400
- Documenting processes and templates to improve efficiency and effectiveness
- Working on WFC with good knowledge of OneSource
- Proven track record of managing and leading teams
- Payroll tax experience working with state/local tax set-up, reporting, tax filings, etc
4
Skills For Senior Manager Tax Compliance & Provision Resume
- Possess 5 – 7 years’ experience managing tax compliance / accounting / audit teams and / or projects
- Big Four accounting or large industry accounting experience
- Solid knowledge of ASC 740, complex tax laws and regulations, FASB pronouncements, income tax filing requirements, and generally accepted accounting principles
- Demonstrated knowledge of professional accounting and financial reporting systems
- Experience working in a public accounting or law firm is helpful
- Experience working in an accounting role or department
- Demonstrated history of engaging senior-level stakeholders
5
Skills For Director of Tax Compliance Resume
- Experience working in property tax
- Master new tasks quickly, prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment
- Demonstrate willingness to ask , no fear to inquire where analyst is not sure and document the learning out of this
- Experience in working for multinational company in a SSC/BPO/international environment
- Experience managing federal income tax compliance and audits
6
Skills For Dir Fed Tax Compliance & Audit Resume
- Extensive knowledge of tax technology and related best practices, and experience translating knowledge into actionable projects
- Business related experience in Accounting, Finance and/or Automotive Compliance
- Experience in indirect / direct taxation & accounting
- Relevant Tax/ VAT accounting experience within a large multinational or international professional organization
- Good working knowledge in MS – Office, especially Excel
- Experience with taxation of nonresident aliens, including application of tax treaty provisions
- Experience working in a larger organization or company
- Experience with an enterprise accounting system such as SAP
7
Skills For Payroll Tax & Compliance Service Analyst Resume
- Relevant experience in accounting and tax
- Assist with research, analysis, and implementation of tax planning strategies to reduce the Company’s effective tax rate and minimize cash tax outlay
- Very good knowledge of accounting and taxes, especially VAT
- Accounting and tax compliance experience
- Very good knowledge of Office suite software, including Excel
- Strong working knowledge of tax compliance
- Prioritize work load depending on due dates
- Extensive experience working in OneSource Trust Tax is required
- Ten or more years of experience preparing 1099s and fiduciary returns that include advanced tax issues required
8
Skills For Indirect Tax Compliance Process Analyst Resume
- Experience in tax compliance,
- Basic experience in finance, tax or law
- Excellent work ethic and willingness to learn and expand responsibilities
- Self-starter with strong results orientation
- Demonstrate the ability to research and arrive at a judgment
- Demonstrate willingness to learn, which is very important as Tax is very vast knowledge based subject. Be connected with EY local offices
9
Skills For Associate Consultant, Property Tax Compliance Resume
- Experience gained in a large multinational or professional tax environment
- Strong attention to detail and high-level of accuracy
- Canadian Sales Taxes and supervisory experience
- Experience in US Taxation
- Managing the clients’ expectations and overall experience
- Using data validated by clients and with their approval/authorization, apply for and obtain unemployment account numbers via web based portals
10
Skills For Indirect Tax Compliance Analyst Resume
- Experience in MNC / ITES Sector
- Experience in managing compliance projects
- Commercial tax accounting experience
- Experience and extensive knowledge in Forms 8300, Federal 1099 & 1042
- Good knowledge of the Customs and Excise Act, and Vat Act
- At least three (3) years of experience in corporate taxes is required
- Extensive experience in Federal/State Corporate tax function
List of Typical Responsibilities For a Tax Compliance Resume
1
Responsibilities For Tax Compliance Specialist Resume
- Gains skills with the VAT Compliance Team in relation to all aspects of Parexel’s VAT compliance process
- Mentor team on the technical skills required to work the entire Property Tax cycle
- Effectively communicate with clients, state officials, auditors and collectors
- Communicate and interact effectively with co-workers and clients
- Effectively communicate with clients, landlords, assessors and collectors
- Effectively interpret real estate leases for tax liabilities and payment responsibilities
- Assist with federal and state income tax planning to drive strategies for cash tax savings and effective tax rate reduction
- Initiate allocation of work among analysts ensuring efficiency, timeliness and effectiveness of the overall corporate tax function
2
Responsibilities For Analyst, Property Tax Compliance Resume
- Help the Lead coordinate and prioritize assignments and deadlines for team
- Experience in a related tax position
- Execute processes, monitors effectiveness of SOX/tax controls, reports deviations from standard processes and initiates process improvements
- Demonstrate knowledge of state rules and regulations for SUTA registrations
- Take ownership of areas of responsibility and drive improvements in efficiency and effectiveness
3
Responsibilities For Tax Compliance Analyst Resume
- Prioritize tasks and assignments
- Property Tax experience desired
- Ten or more years of experience with high net worth clients and co-workers
- Handling all the exceptions based as per the standard operating Procedures
- Identifying the correct changes and updates and entering details into the system
- Supporting the Unit lead in the ongoing management, strategic direction an advancement of the corporate tax compliance centre
- Reaching out to US contacts in case further clarification is needed through email or calls
- Sending periodic reports to US teams
4
Responsibilities For Senior Manager Tax Compliance & Provision Resume
- Sharing best practices / process improvement ideas
- Contacting the Jurisdictions to resolve the variances
- Assistance with planning, development and facilitating of ongoing corporate tax compliance training programs
- Assists in preparation for board hearings by copying, collating, and binding documentation for presentations to the review board
- Be a key participant within the global Microsoft’s tax group identifying, analyzing and implementing the best solutions for the company as a whole
5
Responsibilities For Director of Tax Compliance Resume
- Acts as a backup to Payroll Accountant on running reports, reconciling payroll and benefit-related accounts, and creating journal entries
- Quality review of corporate tax returns, preparation of more complex tax calculations and assistance in tax provisioning, tax accounting and reporting work
- Document and support t the Company’s key tax positions, processes and policies regarding State Tax accounting.
- Performs processing of for compliance related matter items including, but not limited to,
- Assists payroll on processing days with audits and entering company transfers, relocations, and gross-ups
- Manage outside consultants regarding OECD country-by-country reporting
- Participate in preparing income tax returns by using specialized software for Canada
- Works closely with the legal department in evaluating the tax impact of new and/or existing entities or projects
6
Responsibilities For Dir Fed Tax Compliance & Audit Resume
- Maintain current, ongoing knowledge of tax issues affecting higher education institutions
- Learn and understand PTMS software system, filing and imaging systems
- Understand specific client issues and standing requests with regard to tax payments/bills and check writing
- Knowledge of basic accounting or bookkeeping
- Assist in reconciling federal and state tax accounts and prepare internal reporting of tax accounts
- Reconcile the Integrator outputs to existing client information, providing reasonable explanations for differences
7
Responsibilities For Payroll Tax & Compliance Service Analyst Resume
- Daily contact with Tax & Compliance team regarding activities associated with fund compliance and tax reporting
- A rewarding and dynamic working environment
- Partner with Director of Tax Accounting and Compliance to complete the International portions of Standard Industries Inc.’s tax provision
- Develops limited custom programming for Ryan’s invoice image extraction tool
- Assist with data gathering necessary for State applications, and prepare application data as necessary for approver’s review
- Perform technical research using multiple resources (manuals, web-based research, etc.)
- Prepare client tax payment checks for mailing
- File all check writing documents
8
Responsibilities For Indirect Tax Compliance Process Analyst Resume
- Academic background in accounting or economics
- Individuals with knowledge of 990 filing highly desired
- Responsible for all payroll tax activities, including compliance and audits with local, state, and federal regulations
- Verifies new tax rates are being updated and creates new tax accounts when necessary
- Conduct analysis and supervise reporting for passive foreign investment companies
- Assist the Director of Tax Accounting and Compliance to complete the international portions of Standard Industries Inc.’s U.S. tax provision
- Pay monthly, quarterly, and annual motor fuel, occupancy, sales and use tax returns for taxing jurisdictions
- Keep up to date on current state policies on taxation and be aware of any upcoming changes in the way the state wants the return completed and paid
9
Responsibilities For Associate Consultant, Property Tax Compliance Resume
- Assist supervisor in writing policies and procedures related to compliance
- Enjoy working as a team as much as individually
- Manages the outsourcing process for sales and use taxation
- Coordinates the efforts of external parties for all Federal tax filing and compliance
- Corresponds with federal, state, and local agencies regarding tax notices and requests
10
Responsibilities For Indirect Tax Compliance Analyst Resume
- Manages Sales and Use tax filings and requirements, utilizing outside resources where possible
- Ensures accuracy and timely filing with proper agencies (e.g. Forms 1120, 990, 990-T, 1065, 720, etc.) on a system-wide level
- Serve as the university’s primary expert on tax matters affecting the university and its people
- Obtain certified mailing delivery confirmations
- Oversee the outsourced preparation of 1099s and grantor trust returns, resolving questions and issues from the outsource vendor and other contractors
- Extensive knowledge of computers with emphasis on spreadsheets with MS Excel and word processing with MS Word
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