Tax Professional Resume Sample
Jared Emard
84619 Nicolas Haven,
Houston,
TX
+1 (555) 323 4388
Work Experience
Senior Tax Professional
01/2017
-
PRESENT
Chicago, IL
- Drive individual and/or team tasks to successful conclusion
- Advanced technology skills including tax software administration, Excel, database, Oracle and SAP
- Directs preparation & filing of sales & use tax and personal property tax returns. Reviews more complex returns
- Independently researches taxability inquiries and supports internal partners as required
- Responsible for related tax accounting and reconciliation of underlying liability accounts
- Manages Vertex O Series and related systems
- Manages/participates in testing around Ariba implementation / Vertex reimplementation
- Manages audits and acts as main point of contact with tax authorities
Tax Professional
01/2013
-
07/2016
Dallas, TX
- Responsible for providing on time communication and advice to the BUs regarding direct and indirect taxes. Advice on current and new businesses. Be aware of changes in the regulations. Analysis of the impact of those changes
- Revision and filing of tax returns. Monitor the implementation of changes in the regulation in transactional systems
- Control of the evolution of tax credits. Constant evaluation of strategies to reduce it
- Monitoring the evolution of local IRS criteria on Challenged farmers. Also provide evidence on challenged farmers and support external law firms
- Give support during external audits and analyze the information to be provided as necessary. Prepare and review documentation required for administrative and judicial claims
- Monitoring and revision of ONCCA’s presentations made by CBS
- Revision, support and training CBS’s people to prepare the information for tax returns. Evaluate the controls set in the grain purchase processes. Suggestion for improvements. Yearly audit of these processes
- Responsible for identifying new contingencies and updating the evolution of the existing ones already detected and included in SCH 815. Evaluation of any new facts regarding current reserves or potential new ones
Tax Professional Assistant
06/2010
-
08/2012
Phoenix, AZ
- Utilizes independent judgment and discretion
- Develops strong working relationships with team members and matrix partners
- Acts as a resource on special projects for indirect tax area
- Manages people (1 direct report and 3 shared indirect reports)
- Provides input relative to structure, content and taxability of specific contracts
- Provides input relative to process improvement
- Provides input relative to enhancement of Taxonomy and Ariba/Vertex inter-face
Education
Averett University
2006 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
- Excellent time management, communication (verbal and written), decision-making, presentation, interpersonal and organizational skills
- Demonstrated leadership skills and ability to work well with a team
- Strong analytical communication and time management skills; proficient with Microsoft Excel, Word, PowerPoint, and online tax research tools
- Expatriate Accounting Experience with International Expatriate Tax Experience
- Proficient computer/technology skills, especially Excel
- Demonstrated proficiency in Microsoft Office programs including Outlook, Word, and a strong emphasis on Excel
How to write Tax Professional Resume
Tax Professional role is responsible for software, tax, research, microsoft, security, finance, credit, training, integration, compensation.
To write great resume for tax professional job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Professional Resume
The section contact information is important in your tax professional 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 Professional Resume
The section work experience is an essential part of your tax professional 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 professional 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 professional position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Professional resume experience can include:
- Good communication skills.
- Advanced excel/data skills
- Experience preparing and reviewing federal and state tax forms
- Experience in calculating complex book to tax adjustments for federal and state jurisdictions and reviewing basic adjustments
- Experience in proving complex cumulative book to tax adjustments in accordance with ASC 740 and reviewing basic proofs
- Experience in calculating and reviewing quarterly provision and forecast calculations
Education on a Tax Professional Resume
Make sure to make education a priority on your tax professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax professional 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 Professional Resume
When listing skills on your tax professional 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 professional skills:
- Interact effectively with all levels of personnel across a global workforce
- Assist with the development and execution of overall tax audit strategy to effectively manage risk
- Solid experience in Consultancy
- Reviewing customer exemption documentation for validity
- Calculation Dual Consolidated Loss exposure and monitoring triggering events. Preparing, completing and filing appropriate elections and rebuttal statements
- Federal or state tax compliance and/or financial reporting experience in a public accounting firm or industry
List of Typical Experience For a Tax Professional Resume
1
Experience For Senior Tax Professional Resume
- Knowledge of information reporting and withholding rules
- Participate in Tax initiatives impacting the technology or data related to our tax compliance and accounting process
- Provision of support with Revenue PAYE audits, to include interrogation of data and negotiating with Revenue
- Assist on Tax Planning projects
- Work with the IBM Global tax teams on the review and structuring of customer contracts
- Research and analyse legislation related to permanent establishment, withholding taxes, foreign affiliates etc
- Modify as needed then distribute tax packs for collection of all information necessary for filing of US federal and state income/franchise tax returns
2
Experience For Experienced Tax Professional Resume
- Analyze federal tax law and US GAAP accounting
- Familiarity with retirement account tax reporting
- Setup and maintenance of tax software in support of tax compliance and accounting operations
- Issue resolution and Driving Projects/Tasks to Closure
- Complete Non-trade remittance- contract registerastion, tax certificate issuing etc
- Preparation of Corporate Income Tax Returns, review of the Returns with the Country Tax Managers and support with filing of the Returns
- Analyze US GAAP accounting and tax laws
3
Experience For Expatriate Tax Professional Resume
- Make outbound verification calls to our existing client base (after sales enrolls them)
- Working in an office environment
- Work with clients to develop an understanding of their current tax debt situation
- Amend client returns to reduce or eliminate IRS underlying bill as necessary
- Give advice and support to HR on employees profits regulations (4th Category)
- Give support in the development of special projects such as Falcon, IT developments, etc
4
Experience For Sales & Use Tax Professional Resume
- Review and reconcile tax on CTA to the firm’s books and records
- Manage compliance related issues and tax planning analysis for Morgan Stanley’s foreign subsidiaries and their hybrid subsidiaries in various jurisdictions
- Preparation and review of federal and state income tax returns, preparation and review of income tax provision and analytics for multiple legal entities across different businesses
- Compilation of quarterly and annual federal and state income tax provision data for financial statement reporting
- Preparation and review of quarterly federal and state deferred tax balances for regulatory reporting purposes
- Preparation and review of separate company tax income tax provision and footnote
- Liaise with external auditors with respect to tax provision analyses and disclosures for separate company filings
- Review of IBM purchase transactions,
- Research and action vendor requests for tax payment or exemption documentation
5
Experience For International Tax Professional Resume
- Analysis of purchase activity to determine trends and potential tax savings
- Coordinate Sarbanes-Oxley internal control documentation requirements
- Manage compliance related issues and tax planning analysis for a portion of Morgan Stanley’s foreign subsidiaries and their hybrid subsidiaries in various non-US jurisdictions
- Review and prepare Form 5471’s, 8865’s, 8858’s and any other Form or statement required on the US Tax Return in relation to non-US subsidiaries and activities
- Comply with Sarbanes-Oxley requirements
6
Experience For Domestic Tax Professional Resume
- Preparation and review of Federal and state tax return compliance for BofA Merrill Lynch Asset Holdings, Inc. and various other mortgage-related entities
- Review US GAAP to Statutory adjustments
- Pro-actively seek to improve the current process to ensure that the best support is delivered
- Verbal and written communication with the Canada Revenue Agency as well as other Government Agencies on various matters
- Lead various international Canada Revenue Agency tax audits
- Review of various internal corporate tax reports
7
Experience For Indirect Tax Professional Resume
- CorpTax, SAP, MS Office suite
- Preparation of federal book/tax difference adjustments for GBAM and GWIM entities, quarterly and annually, including the proof of cumulative book/tax differences by legal entity
- Quarterly forecasting foreign source income and foreign tax credits
- Preparation of federal and state tax returns and quarterly state estimated tax payments
- The preparation and completion of Form 1118
- Calculation and maintenance of the APB23 footnote disclosure
8
Experience For Direct Tax Professional for Global Financing Resume
- The identification, documentation and implementation of key U.S. processes and improvements
- Calculation of state tax modifications related to international operations
- Researching and writing technical memorandum on any area pertaining to Subpart F income, Foreign Tax Credits, Section 78 Gross-Up, 905(c) adjustments, Overall Domestic Losses/Overall Foreign Losses(ODL/OFL)
- Develop and maintain a relationship with the client and proactively work with the client’s management to gather necessary information, as well as actively look for additional business development opportunities
- Provide annual Form 5500 updates at Whitley Penn’s Annual Employee Benefit Conference in all markets
- Liaison with our Finance Technology partners or software vendors focused on system stability and improvements
- Highly Driven, takes Ownership and Initiative
- Usage/familiarity with Tax Technologies such as Corptax/OneSource/Longview
9
Experience For Preseason Tax Professional Resume
- Apply tax incentives from tax bureau
- Maintain the relationship with in charged tax authorities
- Other work related to tax bureau, such as tax invoice purchase etc
- Corporate Income Tax Return requirements analysis
- Calculation of Corporate Income Tax payments and prepayments
- Collect and scan documents into client’s case file
- Work with tax preparers in the field to complete delinquent returns
- Research and develop strategies to defend the taxpayer’s position
- Ensure security from any collection enforcement to prevent levies
10
Experience For Payroll Tax Professional Resume
- Conduct financial analysis of taxpayer’s income, expenses, and assets
- Interact with clients, resolution managers, and other departments
- Proficient and comfortable with computers and new software (ability to learn intuitive tax debt resolution software)
- Research and analyze IBM purchase transactions for sales/use tax compliance as well as identify potential tax savings
- Manage the client relationship throughout the tax debt resolution process
List of Typical Skills For a Tax Professional Resume
1
Skills For Senior Tax Professional Resume
- Experience preparing federal book/tax difference adjustments including ASC740 balance sheet proofs
- Experience with International Tax Compliance or Accounting
- This role requires strong communication, exposure to international tax and transfer pricing
- Experience in ASC 740 Accounting for Income Taxes
- Experience of dealing with Revenue PAYE audits would be advantageous
- At least two (2) years of professional work experience in payroll, accounts payable, or accounting fields
- State and local tax compliance and provision experience, preferably in a large corporate environment or a large accounting firm
2
Skills For Experienced Tax Professional Resume
- Experience in reviewing federal and state tax forms
- Tax experience including
- CPA and at least 4 years of RECENT public accounting experience
- Experience in transfer pricing
- Experience working in Tax Department
3
Skills For Expatriate Tax Professional Resume
- Experience in transfer pricing
- Finance/tax related working experience in MNC
- Preparation of the BAC consolidated state return filing for North Carolina
- Tax experience in public accounting and related industry
- Preparation of UCC consolidated state returns – including IL & NY/NYC
- Public accounting firm or industry experience
4
Skills For Sales & Use Tax Professional Resume
- Experience in reconciling cumulative book to tax adjustments in accordance with ASC 740
- Property tax experience in multi-state environment
- Experience with Corptax compliance and provision software
- Relevant tax experience
- CorpTax compliance software experience
- Experience in ASC 740, Income Taxes
5
Skills For International Tax Professional Resume
- Previous experience in a Big 4
- Experience in the financial field and/or in the grain industry
- Tax Controversy Experience
- Tax controversy experience
- Oracle, SAP/eLedger Experience
- Tax experience
- Active participation in preparation of Federal consolidated forms and schedules
6
Skills For Domestic Tax Professional Resume
- Extensive experience with MS Excel
- Experience in working with tax authorities
- Experience with state tax issues
- Strong Excel, Access, Data Manipulation
- Prioritize case load and assignments
- Tax experience
- Providing technical tax support for information reporting, tax withholding and compensation, and
7
Skills For Indirect Tax Professional Resume
- Resolving disputes with tax authorities resulting from examinations of federal, state income tax returns and local sales and use tax returns
- Advising clients on the appropriate tax treatment of employee benefits and expenses to ensure compliance and manage risk while still incentivising employees
- Preparing Sales/Use Tax Reconciliations and filing tax returns
- Submitting system changes to ensure compliance with state/local tax laws
- Resolving customer issues related to sales tax charged/ tax exemption documentation provided for review
8
Skills For Direct Tax Professional for Global Financing Resume
- Advising clients on tax efficient compensation
- Responding to audits and inquiries from governmental bodies in a manner that minimizes tax liabilities
- Filing all corporate income tax returns across multiple jurisdictions,
- Ensure the confidentiality of each client by following all company procedures regarding information handling
- Grow the business by promoting our services and expanding our client base
- Critical thinking, problem solving, and determination
- Assist in reviewing and documenting transactions, and prepare audit support files
- This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation to TurboTax Customers
- Management and enhancement of international tax provision data gathering and reporting process
9
Skills For Preseason Tax Professional Resume
- Other internal reporting (e.g. special measurements for Global Financing)
- Participate in activities and projects with others within the business unit and corporate tax, including tax planning
- Provide first level support to our Legal Entity Tax and Tax Accounting teams related to tax compliance/accounting processes and systems
- Work with finance partners and tax planning to understand transactions, the tax treatment and required reporting on the federal and state flings
- Take incoming calls from clients to answer tax questions and set up tax preparation appointments
- Attend to the needs of clients to inspire them to refer the service and come back the following year
- Assist with Bookkeeping and write-up work when needed
- Prepare and/or review responses to audit inquiries including Information Document Requests and Notices of Proposed Adjustments
- Work with global tax strategy and tax compliance colleagues as well as service providers in resolving complex tax positions
10
Skills For Payroll Tax Professional Resume
- Supports month-end close, including review of monthly journal entries and account reconciliations
- Mentors staff within the accounting department
- Exposure to Quarterly Controls testing (SOX) for WW Business Controls
- Ensure timely and accurate filing of tax returns
- Coordination and communication of income tax accounting matters with members of department’s tax compliance teams
- Preparation and analysis of fixed assets and mortgage servicing rights tax adjustments that represent a material component of the current and deferred taxes
- Liaise with tax and business units controllers on items affecting the Firm’s foreign tax credit analysis
- Analysis of income tax accounting impact of transactions
- Income Tax Liability reporting
List of Typical Responsibilities For a Tax Professional Resume
1
Responsibilities For Senior Tax Professional Resume
- Relevant experience performing sales & use tax compliance
- International tax experience
- Manage multiple deliverables during the same time frame
- Complete individual tax returns as necessary for clients
- Work with IRS to help stop levy action and suspend and prevent collection and lien activity Conduct financial analysis of taxpayer’s income, expenses, and assets
- Assemble documents to be presented to government agencies
- If properly credentialed, represent clients to the IRS
- Provide feedback to management on how to improve core processes and tools
2
Responsibilities For Experienced Tax Professional Resume
- Preparation and review of book-tax differences and state modifications
- Preparation and review of cumulative temporary differences in accordance with ASC740
- Preparation and review of estimated tax payments
- Preparation and review of federal proforma tax returns
- Preparation and review of separate and UCC state tax returns
- Execute filings and projects in organized and efficient manner
- Grow and supervise staff over time
- Hands-on experience in (i) US international income tax compliance, (ii) income tax accounting and/or (iii) corporate accounting in a public accounting firm or corporate environment
3
Responsibilities For Expatriate Tax Professional Resume
- Strong proficiency in MS Excel (i.e. V-look ups, Pivot Tables, Macro’s) and MS Access experience
- An ability to foster an efficient, innovative and team - oriented environment
- Display integrity within a professional environment
- Exceptional written and oral communication skills including the demonstrated ability to communicate effectively with a broad diversity of native and non-native English speakers
- Seven/ten years of experience in the Tax Area
- Knowledge of the grain regulatory regime
- Knowledge on employees profits regulations (4th Category)
- Postgraduate studies in tax or related fields
4
Responsibilities For Sales & Use Tax Professional Resume
- Prepares, reconciles, and analyzes: internal and external tax reporting at all levels of the organization on actuals, forecasts, and prior fiscal year; the Company's state and federal income tax provision, including deferred taxes; sales taxes; property taxes, both real and personal; and payroll taxes
- Prepares and submits Industrial Facility Tax Applications
- Reviews and reconciles monthly inter-company activity and associated variance resolution
- Develops and implements tax savings strategies
- Prepares ad hoc financial reports
- Leading the corporation tax compliance team with its corporation tax compliance – including the calculations for the disclosures in the accounts, preparing internal reports for the US tax department, preparing and submitting the UK corporation tax returns and dealing with HMRC enquiries into these returns
- Managing the more complex tax matters including potential CFC reviews, RDEC claims and the more complicated interactions with HMRC including transfer pricing aspects such as Advance Pricing Agreements and Advance Thin Capitalisation Agreements
- Supervising the corporation tax requirements of acquisitions made by IBM for corporation tax, including the occasional tax due diligence prior to the acquisition and the integration of the UK companies into the IBM tax process
5
Responsibilities For International Tax Professional Resume
- Assisting the businesses with developing and implementing business strategies in a tax efficient manner, reporting and disclosure of tax expense and liabilities in accordance with GAAP, SEC and other regulatory requirements,
- Help customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations
- Create high quality customer interactions and experiences that instill confidence using deep customer empathy and audio/video tools
- Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer using everyday language
- Experience with OpenText Content Server version 10.x or later and the following modules: WebReports, LiveReports, Forms, and Advanced Workflows
- Corptax software experience, especially Corptax AGP
- Income and franchise tax experience
- Experience with Microsoft Office, Word, Excel
- Corporate Tax reporting
6
Responsibilities For Domestic Tax Professional Resume
- Cash Tax reporting
- Apply defined practices, procedures and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
- Provide tax compliance services to individuals, partnerships, S corporations and corporations in a variety of industries
- Front-end expertise with proven knowledge and experience building web-based solutions using HTML5, CSS3, JavaScript, Jquery, Bootstrap, SQL and related technologies
- Able to independently document and test a system design against requirements
- Research and analyze relevant tax law and regulations
- 1 Based on annual revenues for sales of tax preparation products and services
7
Responsibilities For Indirect Tax Professional Resume
- 2 Enrollment in, or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment
- 1 Based on annual revenues for sales of tax preparation products and services. #ZR
- Advise clients in the tax preparation process and prepare and file tax documents
- Assist with preparation and review of Canadian income tax returns and coordinate with review by outside consultant as needed
- Review Canadian GST/HST/PST tax filings as needed after preparation by Tax Staff Accountant
8
Responsibilities For Direct Tax Professional for Global Financing Resume
- Familiar with the China tax law /SAFE policy
- "Dottore Commercialista" certification
- Certifications/Licenses: CPA Licensed
- Proficient word processor
- Expertise in Big4 Firm
- TOEFL or TOEIC certificate (550/800 POINTS)
- Paid Time Off + Paid Holidays
9
Responsibilities For Preseason Tax Professional Resume
- Celebrations and snack days
- Quick learner and result-oriented
- Fluent English, additional languages are an advantage
- Expertise in local and international tax legislation
- Intermediate ability in the Microsoft Office
10
Responsibilities For Payroll Tax Professional Resume
- Proficiency in CorpTax, MS Excel, Access, Word, Power Point and Outlook
- BI tools such as Tableau or Microstrategy
- Interact with professionals at all levels
- Corptax USC, MS Office 2013, Oracle SQL, Tableau, MicroStrategy, SAP
- 401k + match
Related to Tax Professional Resume Samples
Analyst, Tax Resume Sample
Work Experience
• Managing support for the SAP/OneSource platform and is deploying a global indirect tax solution for 130+ countries using SAP and Thomson Reuter’s OneSource solution (formerly called Sabrix)
• Data mining from the bank’s custody and tax systems, presenting analysis in the form of spreadsheets and wr...
Professional Skills
• Strong excel skills, experience in organiz...
• Effectively communicate, including the abi...
• Experience working in tax
Director, Tax Resume Sample
Work Experience
• Develop and maintain expertise of U.S. tax laws, tax treaties, and proposed legislation relevant to reporting requirements with respect to the Company’s US and cross-border transactions
• Experience in the private investment industry is an asset but not required
• Demonstrate...
Professional Skills
• Strong project management skills and stron...
• Strong analytical skills and understanding...
• Strong accounting, analytical, organizatio...
Tax Coordinator Resume Sample
Work Experience
• Complying with all federal, state, and local tax regulations as they pertain to Essilor
• Reconciling payroll controls to quarterly and annual returns prepared by ADP Payroll Tax Services to W-2 and Form 1099 filing; preparing, remitting and filing returns not supported by tax service
•...
Professional Skills
• More than 5 years in experience in computa...
• Strong analytical skills, communication sk...
• Excellent communication skills required wi...
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...