Tax Operations Analyst Resume Sample
Beatrice Pouros
526 McCullough Roads,
Chicago,
IL
+1 (555) 505 8689
Work Experience
Senior Tax Operations Analyst
06/2016
-
PRESENT
Phoenix, AZ
- Operate across all functional areas across Business Unit, Corporate Tax, Technology and Risk
- Manage a large team in a complex and dynamic environment
- Assess value of tasks historically performed that are not required (e.g. current month-end closing process, certain states rate updates)
- Assist implementation tax calendar and workflow status notification process
- Adhere to and maintain service level agreements for tax and internal customer departments
- Update and maintain internal controls, monthly reconciliations and analysis
- Update and maintain regular updates to all tax tools and tax reference documentation
- Ensure accuracy and timeliness of all Federal and State tax payments and filings as required
Tax Operations Analyst
04/2010
-
04/2016
Philadelphia, PA
- Perform required reconciliations, analysis on tax on federal, state and client records
- Respond to tax related inquiries and potential errors as received, from customers, E TRADE personnel, financial institutions, and government agencies requests with promptness, completeness, regulatory compliant and exercise utmost professionalism
- Identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, Corporate Tax, Legal and Compliance
- Work with appropriate internal and external business partners to validate and disseminate tax documents as required
- Assist the management team in developing metrics to show progress / completion of data analysis / reconciliation
- Perform operational processes in accordance to procedures to remain compliant with IRS requirements. This includes daily reconciliation of withholding, deposits in accordance with the IRS prescribed schedule, and 1099 and 1042S information reporting
- Support internal and external client inquiries in relation tax processing
- Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
- Create and distribute the 1099s, 1042S forms, and tax packages
Wealth Management Tax Operations Analyst
03/2005
-
03/2010
Chicago, IL
- Communicate on a professional level with Client Advisors, CPA’s and financially savvy clients
- Act as a risk manager through ongoing awareness of the tax regulatory environment and the firm’s adherence to its tax reporting obligations
- Support the team’s structure and goals
- Opportunity to work closely with dynamic business in large and varied Operations environment
- Exposure to a number of external counterparts and departments within GTS
- Opportunity to further knowledge base on tax regulations and procedures for all markets serviced by the team
- Growth business area
- Support various Global Business Units (Prime Brokerage, PWM, FX, Client On-Boarding, etc.) through the collection, validation, and re-solicitation of tax documentation where required and work through resolution of tax form issues with the various business units and clients
Education
Keiser University - Jacksonville Campus
2000 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Excellent interpersonal and rapport building skills
- Strong verbal/written communication skills – dealing with various business and operational units, Internal Revenue Service and vendors
- Excellent organizational skills and highly attentive to detail
- Flexible and professional under pressure, with strong interpersonal skills, commitment and focus on succeeding in a challenging environment
- Strong analytical skills with interest in information system, reports and data
- Demonstrate previous experience in customer service and team handling
- Exceptional interpersonal skills required, including the ability to read, write and speak English fluently
How to write Tax Operations Analyst Resume
Tax Operations Analyst role is responsible for analytical, tax, reporting, research, finance, training, integration, auditing, security, travel.
To write great resume for tax operations analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Operations Analyst Resume
The section contact information is important in your tax operations analyst 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 Operations Analyst Resume
The section work experience is an essential part of your tax operations analyst 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 operations analyst 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 operations analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Operations Analyst resume experience can include:
- Index and scan all tax documents for main and sub accounts to ensure documentation is retained and stored in a secure manner, and maintained correctly for audit purposes
- Assist in the creation and maintenance of standard operating procedures and policies as related to tax operations and tax documentation initiatives and requirements
- Participate on tax documentation projects that focus on complying with new and existing regulatory requirements and specifications to create productivity enhancements
- Prepare quarterly tax provision for businesses/divisions under your care, prepare annual RTA, perform ASC740 and ETR analysis, validate tax balance sheet accounts, coordinate with businesses and local tax team with respect to valuation allowance and FIN48 reserve analysis
- Enthusiastic, prepared to learn and advance in technical competence and general skills base
- Experience of IRS Tax Reporting, Withholding, and Deposits
Education on a Tax Operations Analyst Resume
Make sure to make education a priority on your tax operations analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax operations analyst 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 Operations Analyst Resume
When listing skills on your tax operations analyst 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 operations analyst skills:
- Effectively prioritize and delegate tasks to meet Service Level Agreements for the organization
- ERP experience such as Oracle/SAP. 3-5 years’ experience in customer/shared service roles
- Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure
- 1 – 3 years enterprise software experience (Oracle or SAP), and personal computer financial application knowledge and experience
- Experience of managing a team would be an advantage especially working in or with a finance department
- Experience in creating and tracking metrics and process SOPs
List of Typical Experience For a Tax Operations Analyst Resume
1
Experience For ISG Tax Operations Analyst Resume
- Undertake day to day activities of the Toronto Tax Operations Team for RBC CM business Units, which includes, but not limited to, Controls infrastructure; integration of Tax processes across various systems, departments and infrastructure
- Work actively with RBC Tax group to ensure that clients and entities are classified / certified correctly and that relevant documentation is completed to achieve appropriate taxation reportability classifications and withholdability rates
- Establish and maintain controls surrounding the due diligence, withholding and reporting of Taxes, ensuring these are effectively managed and any risks are escalated in accordance with RBC Risk and Compliance policies
- Establish a best practice approach in ensuring that clients, counterparties and internal business partners receive appropriate attention and that all queries are responded to and resolved in a timely fashion
- Work experience of accounting or CIT/VAT/GST in large multinational/ Big 4 or Shared Service Centre
- Experience creating metrics/dashboards
- Ensuring all work is carried out to meet all departmental and regulatory deadlines in accordance with our control environment
2
Experience For Senior Tax Operations Analyst Resume
- Performing analytical review of outputs provided
- Reconcile expense ledger with tax payable, tax returns preparation and filings to taxing authorities
- Increase operating efficiency and productivity
- Assist with timely filing of various tax returns
- Prepare check requests and work with Accounts Payable to ensure timely mailing of payments
3
Experience For Wealth Management Tax Operations Analyst Resume
- Identify and resolving workflow issues
- Ensure procedures are regularly maintained and updated for all processes
- Work to ensure that all projects raised internally or by the Operations Engineering Team are supported by the team and delivered to the best abilities of the team
- Interface with external vendor, the IRS, internal and external clients
- Determine income tax liability from the K1 for the party that has interest in an entity
- Work as part of team to ensure all daily functions are covered to the highest standard with a ‘no surprises’ attitude
- Insight into multiple businesses within a large institution
- Review and analyze the integrity of client data
4
Experience For CIB Ops-tax Operations Analyst Resume
- Cross train with other team members, other operational teams, as well as Client Service
- Proficient with Microsoft Products - Word, Excel and Power Point
- Collection, preparation & analysis of financial data, legal documents and other relevant info required for local tax filings or tax audits and any other statutory requirements
- Prepare quarterly tax provision for businesses or divisions under your care, prepare annual RTA, perform ASC740 and ETR analysis, validate tax balance sheet accounts, coordinate with businesses and local tax team with respect to valuation allowance and FIN48 reserve analysis
- Payment to nonresidents and it’s tax implications
- Serve as the FinOps Tax lead on global Tax multi-year project, including collaboration with the core project team, coordination of tax requirements, process generation, etc
- Provide additional support as needed such as training global tax ops team and develop expertise in the team
- Document management of tax filings and work papers, assist with vendor inquiries, and ad-hoc projects
- Partner with co-workers to increase productivity by eliminating duplications and coordinating information requirements. Drive process improvement initiatives to reduce manual efforts
5
Experience For Asset Management Tax Operations Analyst Resume
- Flexible to work varied shifts
- Well round knowledge of MS Office Suite
- Interact with individuals at various levels of management
- Support the iintegrated review of VCI’s Retail and Lease portfolios including, but not limited to analyzing, identifying, explaining, and resolving any and all tax variances and fluctuations on a monthly basis
- Own the research and resolution of any outstanding tax issues with various internal departments including Remarketing, Funding, Care, Collections, Accounting and other departments as required
- Assist in maintaining and updating system PARM settings necessary as a result of process changes, system upgrades, and jurisdictional tax rate / rule changes
- Performing elements of Swiss Re Group Tax processes and deliver outputs relating to tax returns and financial reporting to local tax teams based in multiple jurisdictions
6
Experience For Am-wealth Management Tax Operations Analyst Resume
- Undertake balance reviews and ensure tax balances are reconciled
- Liaise with internal finance departments
- Support the local tax teams in tax audits
- Represent Tax Operations side of the project, and coordinate with Project Manager and project leads from constituent departments; act as liaison between offices, corporate departments, and system groups
- Assist internal units with procedure development and process improvement
- Conduct and facilitate meetings to resolve business problems, produce project plans, direct solution to system/business problems
- Fulfill management long and short term objectives
- Provide research and analysis for significant product/service development regardless of orientation (technical, user, financial, etc.)
- Ensure productivity reports and volumes are reported accurately and are in line with Key Performance Indicators
7
Experience For Operations Securities Tax Operations Analyst Slc Resume
- Daily Back Up and NRA Tax Deposits
- Timely prepare and file Business Licenses and Permits
- Timely prepare information for Annual Reports
- Written and verbal fluency in both Korean and English
- This role is within the (Wealth) Tax Operations team
- This role is within the Tax Operations team – Delivering regulatory monitoring and reporting services covering HMRC, IRS, IFTT/FFTT Regulation across a diverse range of Business segments including UK Private Bank, Investment Bank & Brokerage Services
8
Experience For Am-private Bank Tax Operations Analyst Resume
- This role is within the Tax Operations team – Delivering regulatory monitoring services covering HMRC and IRS Regulation across a diverse range of Business segments
- Deliver regulatory monitoring activity in the UK and Foreign markets in accordance with regulatory requirements with a focus on accurate, compliant and timely execution of our obligations
- Work in co-ordination with other team members to ensure effective delivery of all services offered to internal and external clients
- Promote and assist in the creation, communication and implementation of business change initiatives in a professional and positive manner
- Able to deliver quality output under tight deadlines
- Able to develop relationships with local tax and finance teams in multiple jurisdictions
- Energetic, prepared to assist where required
9
Experience For German Speaking Tax Operations Analyst Resume
- Team oriented and able to share knowledge
- Willingness to travel to other Swiss Re offices
- Being a core team member of a quarterly reporting project team, involving development of a new automated tax reporting solution, developing and building on your analytical and problem solving skills
- Performing elements of tax processes and deliver outputs relating to financial reporting to regional tax teams based around the world and using this insight to help drive the automation project
- Undertake balance reviews and ensure tax items are reconciled
- Proficient in MS Outlook, Word and Excel (Basic formula’s and navigation)
- MBA Finance or equivalent degrees
10
Experience For French Speaking Tax Operations Analyst Resume
- Customer focused, friendly and detailed oriented individual
- Professional demeanor, resourcefulness, flexibility, and self-motivation
- Maintain a positive attitude in high stress/fast paced work environment
- Team player, reliable and dependable
- Proficient with Microsoft Products – Word, Excel and Power Point
- Written and verbal fluency in Japanese and English
List of Typical Skills For a Tax Operations Analyst Resume
1
Skills For ISG Tax Operations Analyst Resume
- Working experience in accounting or CIT/VAT/GST. Having experience working in multinational company or Big 4s would be an advantage
- Experience in withholding and information reporting compliance, preferably for a multinational organization
- 3 – 5 years professional accounting and financial reporting experience
- Work experience or in similar capacity in a Global Business / Shared Service Center, MNC or auditing firm in a compliance focus role
- Work experiences or in similar capacity in a Global Business / Shared Service Center, MNC or auditing firm in a compliance focus role
- 1 – 3 years financial reporting experience
- Work experience of accounting or CIT/VAT/GST in large multinational/ Big 4 or Shared Service Center
- Experience with ERP systems such as Oracle R12
- Manage the clients’ expectations and overall experience
2
Skills For Senior Tax Operations Analyst Resume
- Excellent communication in English & Japanese Language
- Highly motivated self-starter with a strong work ethic and positive attitude
- Experience with Microsoft Excel, Powerpoint, Word, & Visio
- 1 – 3 years financial services or consumer finance experience
- Collaborate and partner with other teams to resolve business critical priorities
- Provide input on how to ‘do it better’, share experiences/idea’s and help us move forward
- Understanding of general accounting principles as they apply to the industry
3
Skills For Wealth Management Tax Operations Analyst Resume
- Identifying and implementing operational improvements and other efficiencies
- Understanding of SharePoint and SharePoint workflows
- Challenging all processes, procedures and practices
- Helping to improve the productivity of the unit
- Partnering with Cost Basis team to insure correct cost basis data delivered to 1099B process
- Participating in tax projects where needed
- Contributing to Swiss Re Group Tax projects where needed
- Identifying and implementing process improvements and other efficiencies in Swiss Re Group Tax processes
4
Skills For CIB Ops-tax Operations Analyst Resume
- Performing analytical review of outputs provided to local tax teams
- Establishing proficiency in Swiss Re finance and IT systems
- Providing ad hoc tax analysis as needed
- Year End Reporting of Form 1099, 1042S and filing of the Firm Returns 945, 1042 and 8966 including any State Tax Reporting
- Assist in various operational and department-wide processes including Toggl time reporting, and other required operational metrics and reporting processes
- Reconcile expense ledger with tax payable, withholding preparation and reporting to taxing authorities
5
Skills For Asset Management Tax Operations Analyst Resume
- Assistance in the analysis of W9 and W8 data when required including managing IMY population
- Work on tax identity collection, withholding, reporting and other transactional tax obligations
- Assist in maximizing the Bank's data processing capabilities, personnel resources and facilities
- Industry recognised qualifications; in either accounting or the security industry
- A background in Tax - especially an understanding of indirect taxes
- A background of working in a tax team
- Responsible for daily withholding reconciliation and IRS deposits
- Perform user acceptance testing on system enhancements and builds
6
Skills For Am-wealth Management Tax Operations Analyst Resume
- Review and continually improve departmental procedures to ensure documentation is up to date and control standards are being adhered to
- Comfortable working with systems/software applications
- Perform research into client inquires to ensure proper processing
- Assist in ensuring proper product delivery, and proper resolution of high exposure items
- Assist in the development and production of daily/monthly management reporting
7
Skills For Operations Securities Tax Operations Analyst Slc Resume
- Manage and perform BAU processes required to meet year end reporting requirements
- Committed to proactively seeking new and innovative customer focused solutions
- Completion of VRT (GE Tool) as part of the VAT filing process
- Provide or prepare documents supporting the transactional data
- 1099K, 1099 Misc., 1042s reconciliation and filing
- Leverage end-to-end process knowledge, including systems and portals
- Possess general accounting knowledge
- Meet and maintain monthly department metrics and reporting
8
Skills For Am-private Bank Tax Operations Analyst Resume
- Support the documentation and testing of key controls and processes of the tax department
- Build database queries in SQL
- Partake in YE Tax Reporting process including: preparation of data in accordance with procedures, ensuring timely distribution of 1099/1042-S reports to clients, ensuring accurate and timely preparation of Form 945 and 1042
- Provide Quality Assurance on US Tax Operations day-to-day process and year-end reporting
- Participate and provide US Tax subject matter expertise on the firm’s change programs
- Remediate anomalies in tax processes and recommend control improvements
9
Skills For German Speaking Tax Operations Analyst Resume
- Provide on-going support to the overall Communications tax return filing process. Provide assistance where needed to ensure that the monthly filing cycle is as efficient as possible
- Work with the Compliance Filing Software to ensure that all prepared and filed returns in the system are updated with final submission details – online filing and mail information
- Work with internal team members, Treasury and 3rd party vendor to ensure that accurate tax return and payment control files are created properly so that tax returns and check payments are processed accurately and remitted/mailed timely
- Assist with the timely and accurate set up of new client users on the Communications Tax Compliance Portal. Respond to client requests and complete the portal set up and tracking processes via JIRA. Trouble shoot client portal access issues as needed
- Perform ongoing reviews and validations that all tax returns and reports are migrated properly to the Communications Tax Compliance Portal
- Upload all monthly client reports to the Compliance Filing Software
10
Skills For French Speaking Tax Operations Analyst Resume
- Do whatever it takes to get the job done
- Consistently exercise sound and decisive judgment
- Goof analytical skills & ability to technically discuss with local/regional business controllers, country Stat & Tax leader, local Corporate CIT Leaders and KPMG/auditors
- Work experience of accounting or CIT/VAT/GST in large multinational/ Big 4 or Shared Service Centre
- Written and verbal fluency in English and Korean
- Educated to higher grade level or equivalent
- Interact professionally with senior people both in operations and the front office
- Manage successful relationships with various groups within the company
- Willingness to take initiative to assure that matters are addressed in a timely manner
List of Typical Responsibilities For a Tax Operations Analyst Resume
1
Responsibilities For ISG Tax Operations Analyst Resume
- Facilitate Monthly Trial Runs for output review by client
- Develop department culture passionate about client service excellence
- Assist management in the implementation of and adherence to policies, procedures and controls
- Establish relationships at all levels both within and outside the organization
- Intermediate knowledge of Microsoft Word and Excel. Some MS Access knowledge
- Process tax notices
Related to Tax Operations Analyst Resume Samples
Payroll Operations Analyst Resume Sample
Work Experience
• Participate in the 5-year and annual payroll budgeting processes by understanding business priorities and drivers of activities and costs and using that information to build budget models that accurately predict levels and timing of costs
• Forecast store specific monthly sales and payroll plans ba...
Professional Skills
• Excellent written and oral communication s...
• Display good communication skills to ensur...
• Maintaining and distributing the payroll w...
Sales Tax Analyst Resume Sample
Work Experience
• Strong organizational, team-building and people skills. The ability to work and navigate within a complex matrixed organization
• Accept change as the norm and assume increasing responsibilities in a rapidly-changing environment
• Effective verbal and written communications, ...
Professional Skills
• Strong organization skills, problem-solvin...
• Excellent problem solving skills, internet...
• Excellent record keeping and time manageme...
Tax Operations Resume Sample
Work Experience
• Exposure to Australian taxation law and US tax regulations within the wealth management sector would be well regarded
• Tertiary qualifications in banking and finance, or accounting
• Well-developed analytical skills and a desire to investigate and resolve issues are essentia...
Professional Skills
• Strong organization skills, including abil...
• Demonstrated leadership and supervisory ab...
• Strong interpersonal skills with the abili...
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...