Tax Senior Associate Resume Sample
Adaline VonRueden
6950 Haley Pine,
Dallas,
TX
+1 (555) 771 1538
Work Experience
Tax Senior Associate
07/2016
-
PRESENT
Philadelphia, PA
- Perform interim year partnership projections and allocations to assist the Fund’s investors and the Firm’s partners with making quarterly estimated tax payments
- Utilization of MS Office (Word, Excel, Access, PowerPoint) and Lotus Notes to create deliverables.
- Complete all aspects of tax engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
- Demonstrate understanding of the client’s business including analysis and planning of client engagements
- Review Associates’ tax work: provide constructive review points
- Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
- They are responsible for keeping current on and possessing sound knowledge of Taxation Codes and Regulations
- CPA certification or ability to obtain certification is required
Tax-senior Associate
10/2009
-
05/2016
Philadelphia, PA
- Review associates’ accounting, tax or auditing work: provide constructive review points
- Experience in real estate tax, pass through entities and partnerships
- Prepare and review material corporate and partnership federal and state income tax returns, extensions, estimates, state annual reports, and responses to state notices
- Assist in the determination of the foreign source income and foreign tax credit calculations
- Coordinate the overall consolidation and e-filing of the Federal consolidated and state combined income tax returns
- Support tax users in the processes involving Corptax and in-house applications during the preparation of international, federal and state tax returns
- Support tax users during Tax Provision processes performed via Corptax and other in-house applications
- Ensure on going IT support activities related to Corptax and in-house applications are performed in a timely matter
Tax, Senior Associate
01/2007
-
09/2009
Houston, TX
- Collaborate with vendors, internal Tax customers, Architecture Infrastructure, Engineering, DBAs and other groups to address product scalability, usability, reliability, functionality and performance related issues
- Knowledge of current tax laws and regulations
- Work with the tax team to ensure the various components of the tax process are performed - including tax planning, client interaction and performing special tax projects
- Run client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
- Work closely with Grant Thornton’s dynamic clients to provide innovative tax planning, consulting, and compliance expertise
- Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide tax planning, consulting, and compliance expertise to clients; and manage to budget
- Conduct primary and secondary review of complicated State and Local tax returns
- Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden
Education
Strayer University - Nashville Campus
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Excellent researching skills and inter-personal skills
- Tax research and strong technical skills in accounting and tax preparation
- Intermediate to advanced computer skills, including experience with Microsoft Excel, Word, Outlook, Power Point
- Assertive, self-motivated, team-oriented individual with excellent verbal and written communication skills required
- Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP and tax compliance and consulting
- Excellent communication skills and the ability to work in a fast paced team environment
- Excellent organizational and analytical skills as well as attention to detail
How to write Tax Senior Associate Resume
Tax Senior Associate role is responsible for tax, research, accounting, technical, business, reporting, planning, analytical, coaching, software.
To write great resume for tax senior associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Senior Associate Resume
The section contact information is important in your tax senior associate 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 Senior Associate Resume
The section work experience is an essential part of your tax senior associate 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 senior associate 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 senior associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Senior Associate resume experience can include:
- Strong organizational skills and the ability to manage multiple projects
- Self-starter with excellent communication skills (both verbal and written)
- Strong interpersonal skills with the ability to interface with groups inside and outside of tax
- Fluent in Arabic (Reading, Speaking and Writing) – Arabic skills are optional
- Professional Federal and state income tax experience including experience in public accounting
- Relevant progressive experience in public accounting or a combination of corporate tax, tax exempt tax and public accounting experience required
Education on a Tax Senior Associate Resume
Make sure to make education a priority on your tax senior associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax senior associate 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 Senior Associate Resume
When listing skills on your tax senior associate 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 senior associate skills:
- Proven ability to work effectively either as an individual or member of a team and relate effectively with staff on all levels
- Strong analytical skills and ability to communicate issues in a clear and effective manner
- Establish and maintain good working relationships and demonstrate effective communication with client personnel at appropriate levels
- Excellent research, writing and communication skills in English
- Process-oriented with strong analytical and problem solving skills
- Strong leadership skills and a positive team player attitude
List of Typical Experience For a Tax Senior Associate Resume
1
Experience For Tax-senior Associate Resume
- Network and effectively sell R&D and other specialty tax services to mid-sized business clients and support the practice by building a market presence
- Sound numeracy skills, attention to detail and accuracy
- Efective verbal and written communication skills
- Excel and Word skills required
- Work closely with all team members to identify and resolve issues encountered in engagement objectives through effective and timely communication
- Income tax return review experience
- Financial statement preparation and business management experience is required
- Demonstrate proficiency with multi-state filings
2
Experience For International Tax Senior Associate Resume
- Business tax experience required
- Federal tax experience
- Experience with tax controversy and procedure
- Demonstrate flexibility to work additional hours as needed, travel to client locations with an overnight stay when necessary and have access to transportation
- Experience with FAS 109 and Tax (Compliance and Corporate)
- Experience with ASC 740 (FAS 109)
- Experience with tax provision
- Strong technical knowledge related to the preparation of US federal and state income tax returns
3
Experience For Tax, Senior Associate Resume
- Sales and Use Tax experience is required
- Excellent communication abilities with intellectual curiosity
- Previous experience in high volume full function payroll
- Experience in payroll, and the use of a large ERP
- Proven ability to quickly learn new information, processes and procedures
- Proven ability to meet deadlines and identify and resolve problems
- Experience in the use of Microsoft Office suite of products – intermediate/advanced excel
4
Experience For VAT Tax Senior Associate Resume
- Experience in sales/use tax
- CPA or other accredited designation which demonstrates above average knowledge of sales and use tax application (CMI, APS, etc.)
- Experience with FAS109/ASC740
- For experienced candidates
- Experience with expatriate or individual tax
- Excellent business acumen and ability to interact with individuals on all levels of an organization
- Experience in Corporate, S-Corp, and/or Partnership returns
- Experience with U.S. federal and state tax laws and regulations
- Experience with OneSource Income Tax and OneSource Tax Provision software
5
Experience For State & Local Tax Senior Associate Resume
- Previous partnership tax return experience
- Providing tax planning, consulting and compliance services to clients
- Working knowledge of tax code and technical aspects of tax preparation and compliance
- Pursuing CPA certification
- Understanding of trader vs. investor rules, OID, swaps and/or derivatives, market discount rules,
- Understanding of international tax provisions of Internal Revenue Code
6
Experience For Payroll Tax Senior Associate Resume
- Working with team members in developing and creating proposing and marketing materials
- Advising clients on outbound and inbound tax planning and structuring
- Providing tax services in the Financial Services sector and producing and reviewing corporate tax returns
- Researching and consulting on various international tax matters
- Performing due diligence and structuring to support the M&A practice
7
Experience For Corporate Tax Senior Associate Resume
- Preparing quantitative analysis and reviewing projects of tax associates
- Preparing US international information reporting forms
- Assisting in staff development and training
- Working with RSM member firms around the world
- Responding to inquiries from the IRS and other tax authorities
- Interacting with managers, directors and partners and clients
- Working with a third party payroll processor (preferably ADP)
8
Experience For Sales & Use Automation Tax Senior Associate Resume
- Utilizing ASC 740 and FIN 48, tax provision preparation techniques, and audit and review knowledge for corporations
- Working knowledge of sources of relevant information utilized in tax filings
- Knowledge and understanding of accounting including bookkeeping and journal entry preparation required
- Gain an understanding of the firm’s billing standards and look for opportunities to become responsibly involved in billing
- Begin assisting in the training and development of staff; and provide performance feedback as needed
- Manage project documentation related to analysis, requirements, design, testing, training and project work plans
- Ensure that clients comply with all applicable authorities, while at the same time, minimizing their tax and reporting burdens
- Serve as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development
9
Experience For Financial Services Tax Senior Associate Resume
- Extensive knowledge of in-depth quantitative analysis including earning and profit studies, subpart F and foreign tax credit computations
- Exhibit initiative and sense of responsibility by ensuring follow through of open items and issues through completion
- Assist with planning activities related to assigned projects
- Budget Reporting and Process
- Proficient in using various department software platforms
- Participate in the development of staff through mentoring
- Thorough knowledge of foreign tax reporting and international taxation compliance regulations
- Considerable knowledge of public accounting practices, law firm or corporate tax department of a multinational company
- Merger and Acquisition practices, including corporate M and A, private equity, post deal integration, bankruptcy and corporate insolvency; and,
10
Experience For Indirect Tax, Senior Associate Resume
- CPA, Masters of Accounting, MBA, or LLM in Taxation
- Either a Masters in Taxation/Accounting or a Juris Doctor (preferably with an LL.M. in Taxation) required
- Professional tax/VAT qualification attained from a recognized tax training body
- CPA or JD, or actively working towards licensure or admittance to the bar
- Consistently assume responsibility for assigned engagements under the supervision of more experienced staff and prepare tax returns and/or communicated engagement objectives with limited guidance
- Begin development of expertise in niche area
- Perform technical tax research on a variety of Federal, state, and international tax topics
- Team with partners and senior personnel on proposals and business development opportunities
- CPA license or similar certification
List of Typical Skills For a Tax Senior Associate Resume
1
Skills For Tax-senior Associate Resume
- Public accounting experience, industry, or a combination of public accounting and industry, with a strong background in Partnerships
- Experience in public accounting, industry, or a combination of public accounting and industry experience, or its equivalent
- Relevant progressive experience in public accounting or a combination of corporate tax and public accounting experience required
- Experience of federal tax consulting and/or compliance experience in public accounting
- Current or prior Public Accounting Corporate Tax experience
2
Skills For International Tax Senior Associate Resume
- Accounting experience + tax experience is required
- Prior experience in tax accounting and finance would be beneficial, but not necessary
- Developing and sustaining excellent client relationships
- Experience working in an accounting related field (A/P, A/R, Bookkeeping, or familiarity with financial statements)
- Relevant work experience with an accounting firm, including at least 1 year of work with Alternative Investment Fund or Fund Administrator
3
Skills For Tax, Senior Associate Resume
- Public accounting experience, industry, or a combination of public accounting and industry
- Possess 3+ years of experience in public accounting, working with business and individual clients
- Experience working as a Tax Manager in public accounting
- Demonstrate a more than basic understanding of clients’ business operations and accounting systems
- Experience preparing and reviewing corporate returns, flow through entities, and multi-state tax returns along with FAS 109 and FIN 48
- Experience in personnel and people management, including supervision and team building
- Experience working in an accounting related field
4
Skills For VAT Tax Senior Associate Resume
- Experience preparing and reviewing flow through entities and individual returns
- Recent experience working in a public accounting firm
- Experience querying and pulling datasets from Tax Engines
- Experience writing project documentation for a Tax Engine implementation including Requirements, Design, and Test Plans
- Experience in managing multiple project and engagement teams for various clients
5
Skills For State & Local Tax Senior Associate Resume
- Experience supervising 1-3 or more individuals
- Tax experience in a public accounting
- Experience in a large or mid-size public accounting firm
- Relevant work experience with an accounting firm
- CPA with 2 or more years of experience in public accounting
- Investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
- Prioritize multiple tax filing requirements
- Experience managing multiple client engagements an client service teams
6
Skills For Payroll Tax Senior Associate Resume
- Experience with Construction, Manufacturing, Wholesale and Distribution
- Experience in the manufacturing and distribution industry
- Some financial statement audit or reporting experience
- Tax experience in public accounting is required
- Federal tax with mergers and acquisition experience in a public accounting firm, a corporate tax department, or a law firm
- 1 – 3 years of tax experience in a public accounting firm required
- Demonstrate an ability to perform basic tax and accounting research
7
Skills For Corporate Tax Senior Associate Resume
- Work as part of a multi-disciplinary team helping to provide financial service knowledge and experience
- Related experience, public or private tax/accounting
- Big 4 or similar accounting firm experience
- Coordinate the processing and review of tax returns prepared by third-party preparers for 1120-REIT, 1120, 1065 state and consolidated returns
- Sales tax consulting experience is desired
- Experience with International Tax compliance including, but not limited to forms 5471, 5472 8865, 8858 and 1118
- Current or recent experience in public accounting or corporate tax department
8
Skills For Sales & Use Automation Tax Senior Associate Resume
- Proven ability to communicate, both orally and in writing, in English in a clear and concise manner
- Experience with a national or large regional accounting frim
- Experience in public accounting required
- Experience in dealing with international tax
- Current or recent experience in public accounting or corporate tax department
- Accounting or tax experience, preferably related to taxation of securities and investment entities
9
Skills For Financial Services Tax Senior Associate Resume
- At least two years of international tax experience required, either in public accounting firm or law firm or combination of both
- A proven record of simultaneously managing multiple projects and engagement teams for various
- Experience with tax planning and compliance services, preferably with a focus on international taxation
- Experience with international tax compliance including but not limited to Form 5471, 8865, 8858 and 1118
- Experience with International Tax compliance including, but not limited to forms 5471, 5472, 8865, 8858 and 1118
- Demonstrable experience in one or more of the following areas
- 2 – 5 years of corporate or public accounting tax experience
10
Skills For Indirect Tax, Senior Associate Resume
- Proven competence with MS Office, QuickBooks and tax software, including ProSystem FX and BNA Tax Planner
- Have in outstanding experience in a wide range of industries
- Experience implementing these Tax Engines with a variety of ERP solutions in Order-to-Cash and Procure-to-Pay streams
- Experience with major ERP solutions including SAP, Oracle, PeopleSoft, and/or JD Edwards
- Direct experience performing configurations in Tax Engines
- Relevant work experience, preferably with an accounting firm
List of Typical Responsibilities For a Tax Senior Associate Resume
1
Responsibilities For Tax-senior Associate Resume
- Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
- Relevant experience in taxation
- Excellent comprehension of relevant tax material related to R&D credit rules and the ability to evaluate and articulate complex information
- Proven competence with MS Office and tax research tools
- Previous tax return review experience
2
Responsibilities For International Tax Senior Associate Resume
- Experience with a clients in a variety of industries
- Experience in corporate and partnership tax
- Three years of experience in corporate and partnership tax
- VAT related work experience gained within professional services
- Hands-on experience for GST technical review
3
Responsibilities For Tax, Senior Associate Resume
- Experience in cross-border taxation
- Developing and supervising staff; and assisting in client management and practice development activities
- Conducting basic tax research and planning
- Handling multiple tasks and managing your schedule
- Preparing more complex international tax returns
- Advising foreign multinational companies on the tax implications of their operations
- Assistance with tax planning and consulting, including meeting with clients as needed and implementing appropriate tax strategies
- Assists with planning and other accounting projects as needed
- Calculate federal and state withholding tax payments and prepare related withholding tax forms
4
Responsibilities For VAT Tax Senior Associate Resume
- Assist with the preparation of interim and annual income tax provisions, including supporting workpapers
- Provide sales and use tax training of internal customers in the form of memos, classes etc. (plants and accounting personnel)
- Responsible for reviewing complex international tax returns and delivering international tax services for a variety of industries
- O Responsible for reviewing complex international tax returns and delivering international tax services for a variety of industries
- Advise clients on a full spectrum of corporate tax services, including planning, research, compliance,
- Advise clients on a full spectrum of corporate and partnership tax services, including planning, research,
5
Responsibilities For State & Local Tax Senior Associate Resume
- Involvement in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions of funds
- Involvement in client meetings on compliance and consulting projects related to tax planning
- This role requires a general understanding of tax principles and working knowledge of partnership taxation and tax compliance
- Perform analysis on domestic employment and withholding tax issues to proactively bring resolution/create solutions
- Respond to affiliate firms employment and withholding tax filing questions
- Public accounting background including Big 4 exposure
6
Responsibilities For Payroll Tax Senior Associate Resume
- Prepare responses to IRS, state and other statutory tax matters ensuring appropriate tracking of communications and responses
- CPA, or currently working toward passing CPA exam
- Identify and provide tax issues and tax planning advice to a diverse client base
- Contribute to the application and monitoring of the Hub’s methodology framework, principles, and delegations
- Liaise with a target company’s finance/accounting departments and tax advisors to gather pertinent facts for an analysis of tax risks
- Overall knowledge of accounting principles, practices, and procedures required
- Supervise and lead staff through counsel, guidance and coaching. Evaluate performance on client engagements
- Prepare federal and state partnership and corporate income tax returns using GoSystems
7
Responsibilities For Corporate Tax Senior Associate Resume
- Prepare Schedule K-1’s, Schedule K-1 equivalents, tax estimates and other tax reporting for clients’ investors
- Various financial analysis including but not limited to balance sheets and income statements
- Provide tax compliance and advisory services to partnerships, corporations, and S-corporations, for a variety of middle market clients and emerging businesses
- Coordinate with the internal accounting, business and legal teams for ad-hoc requests
- Review Tax returns and communicate tax planning ideas and considerations
- Proficient use of technology including MS Excel and tax preparation software; and
- Energy utilities & mining
- Responsible for managing a team of 2 - 4 SALT tax associates
8
Responsibilities For Sales & Use Automation Tax Senior Associate Resume
- Begin to learn how to assist with new business development, extended service and tax issue recognition for existing clients
- Articulate complex information when providing crucial negotiation insights, etc
- Review, analyze and prepare tax liability account reconciliations for domestic employment and withholding taxes
- Work with members of other finance departments to ensure the timely receipt of relevant information needed for all employment and withholding tax filings
- Review team members' work product and provide coaching and timely feedback
- Domestic employment and withholding issues and regulations
- Tax compliance and consulting services for the Fin-Tech industry banks, or other financial service entities; and,
- Tax research methods including but not limited to Westlaw, RIA and CCH
9
Responsibilities For Financial Services Tax Senior Associate Resume
- Assist with preparation of quarterly and year end income tax provisions and supporting schedules
- Preparation of complicated tax returns, such as partnerships with special allocations, high-income individuals, S Corporations and trusts
- Hands on experience with review and preparation of all forms and schedules related to Corporations, S-corporations, Partnerships, Individuals and Consolidated returns
- Computations of earnings and profits for both foreign (including post-1986 foreign income tax pools) and domestic corporations (including domestic consolidated tax group’s E&P under Treas. Reg. section 1.1502-33)
- Foreign acquisition and sale planning including elections under IRC section 338(g) in conjunction with foreign tax credit reductions under IRC section 901(m) and impact of such elections on the seller’s side (IRC section 1248 and foreign tax credit impact)
- Assist clients with management of federal and state tax audits and negotiate tax positions
- Review tax returns and tax provisions done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
10
Responsibilities For Indirect Tax, Senior Associate Resume
- Prepare tax returns and tax provisions for more complex corporate tax clients
- Tax preparation for our entity and individual client tax return
- Prepares corporate tax returns, partnership returns, and individual returns
- Proficient knowledge in MS Office applications required
- Prepare Federal and state corporate, partnership, and individual tax returns
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