Tax Partner Resume Sample
Work Experience
- Experience working in a professional services firm
- Solid ability to manage and develop staff through leadership, appropriate delegation, training and directing
- Excellent written and verbal command of English
- Excellent in Mandarin
- Detail, review and supervise staff in preparation of quarterly and annual worldwide income tax provision in accordance with ASC 740
- Review all aspects of domestic tax compliance including Federal and State income tax returns, local property tax returns, sales tax returns, and related work papers
- Experience: 8+ years of experience in public accounting and/or corporate tax department
- Progressive experience in tax, including 3+ years of domestic and international tax
- Thorough knowledge and understanding of federal income tax compliance for Real Estate Opportunity Funds including REIT, UBIT, and international tax issues
- Comprehensive experience providing tax consulting services to real estate owners, developers and investors including REITS and real estate opportunity funds
- Tax expertise with respect to partnership structures and their impact on real estate transactions and corresponding federal and state tax liabilities
- Tax technical expertise in real estate related debt and equity instruments, real estate terminology and financial reporting
- FIN 48 and FAS 109 experience with respect to REIT entities
- Exercise professional and technical discretion on matters of significance
- Expertise Development - Stay current on latest regulatory and legislative developments as they affect GAAP, as well as the firm's standards and policies; continue to expand expertise in compliance and related technical areas
- Grow and cultivate an already flourishing and vibrant tax practice
- Identify and resolve complex tax issues
- Identify and communicate trends and developments in tax which are relevant to client base
- Manage tax activities in connection with non-tax (i.e. accounting / audit) files
- Inbound / Outbound international tax experience an asset
- Perform initial review of complex tax returns for high net-worth individual, corporate and partnership / LLC clients
- Excellent analytical, organization, and written and verbal communication skills
- Building and managing a team of professionals which are charged with helping clients identify, document, and support tax positions related tax accounting methods, federal tax credits and incentives
- CPA Firm or Family Office experience servicing ultra high net-worth clients
Education
Professional Skills
- Strong verbal and written communication skills with the ability to articulate complex information and tax laws
- Project management and critical thinking skills
- Current or recent experience working within a CPA firm servicing Real Estate clients
- Recent experience working in a public accounting environment with a focus in Financial Services
- Public accounting experience; partner at a Top 25 accounting firm
- Deep experience reviewing and signing complex federal and state income tax returns
- Litigation support experience including assisting law firms on civil and criminal tax cases
How to write Tax Partner Resume
Tax Partner role is responsible for tax, travel, research, manufacturing, reporting, litigation, training, credit, finance, retail.
To write great resume for tax partner job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Partner Resume
The section contact information is important in your tax partner 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 Partner Resume
The section work experience is an essential part of your tax partner 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 partner 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 partner position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Partner resume experience can include:
- Experience in writing federal and state tax protests
- Experience in tax, preferably in a large accounting firm or multi-national corporation
- Recent or current CPA firm tax experience
- Recent or current CPA Firm tax experience
- Experience as a lateral partner or Senior Manager
- Strong technical background with partnerships and HNW individuals
Education on a Tax Partner Resume
Make sure to make education a priority on your tax partner resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax partner 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 Partner Resume
When listing skills on your tax partner 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 partner skills:
- Total accounting experience
- Continuous recent public accounting experience
- Continuous public accounting or family office tax experience
- Experience in a public accounting firm and/or other professional services firm
- Continuous public accounting or family office tax experience
- Experience in representing clients at the IRS and state tax audits; appeals and dispute resolution
List of Typical Skills For a Tax Partner Resume
Skills For Tax-partner Resume
- Experience managing multiple projects and engagement teams for various clients
- Tax Preparation & Review experience
- Tax experience
- Developing an understanding of client's business or family structure & investments, and becoming a "functional expert" in the area
- Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
- Initiating "cross selling" business to other practices
- Promoting new ideas and business & tax solutions that result in extended services to existing clients
Skills For Tax Partner Hedge Funds Resume
- Providing appropriate and timely performance feedback to those supervised
- Advise clients on a full spectrum of corporate tax services, including planning, research and compliance
- Tax background (Compliance, Corporate, Fiduciary, Individual, Partnership, Research & Planning)
- Broad and deep understanding of Taxation with a focus on closely-held businesses, S-Corporations, Partnerships, LLCs, and High Net Worth individuals
- Be client facing and grow practice
Skills For Tax Partner / Director Resume
- Be responsible for revenue generation and managing a book of business
- Manage within budgetary and time constraints while providing a high-level of client satisfaction
- Occasional same day travel for work at clients’ offices using a personal vehicle
- Occasional out-of-town travel with overnight stay for work at clients’ offices using a personal vehicle
- Broad and deep understanding of taxation with a focus on closely-held businesses; S-Corporations; Partnerships; LLCs; high net worth individuals
- Expertise in Hedge Fund and/or Private Equity tax
Skills For Tax Partner for Mid-sized Local CPA Firm Resume
- Real Estate exposure (Commercial and Residential)
- Practical thinker with creative solutions
- Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles. Total estimated work hours are approximately 2600
- Frequent obligations outside of the typical work day (i.e. breakfast or dinner meetings) to participate in relationship development activities
- Work moderate overtime throughout the year with heavier overtime required during certain business cycles. Total estimated work hours are approximately 2600
Skills For International Tax Partner / Director Resume
- Ten or more years’ federal, state and local tax experience required; financial services tax (hedge funds, private equity, fund of funds, broker dealers, etc.)tax experience required
- Industry experience could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants
- Experience at a public accounting firm with a heavy focus on corporate and partnership federal and state / local income taxation, including current or recent hands-on tax compliance work experience with a Regional or National accounting firm
- Industry experience could include Technology, Consumer/Industrial Products, Private Equity, Financial Services, Manufacturing, Real Estate, Service or Retail experience
- Experience pertaining to planning, research, and general mergers and acquisitions experience
Skills For Tax Partner Resume
- Industry experience could include: Consumer/Industrial Products, Technology, Private Equity, Financial Services, Manufacturing, Real Estate, Service or Retail experience
- Demonstrated skills necessary to ensure high quality client service
- Exceptional interpersonal skills and a strong work ethic
- Masters of Tax or LLM Tax is ideal
- Book of business is not required
- Outstanding leadership skills, including ability to build and lead a team, make sound judgments, communicate clearly and be able to hire, train and develop a team
- A mind-set for out-of-the-box thinking and problem solving savvy
Skills For Tax-partner Resume
- Knowledge of AS 740 planning, prep and review
- An innovative approach to developing new business
- Real Estate expertise