Tax Services Resume Sample
Lupe Hyatt
1114 Mossie Light,
Detroit,
MI
+1 (555) 640 5238
Work Experience
Head of Tax Services
06/2015
-
PRESENT
Chicago, IL
- Liaise with Tax Authority/Customs on clients’ behalf to seek agreement on their tax positions
- Participation on monthly ITS ‘cadence calls’ with overall EMEIA Tax management
- Provide statistical information to business partners and business leaders related to taxes/balance verifications
- Capital gains taxes (generally limited to those CGT regimes imposed on non-resident investors)
- Supervise and coordinate all the daily activities of the Tax Services staff to ensure the timely and accurate delivery of client services at all times, including the review of the Tax Services staff’s work as appropriate
- Prepare and review operating procedures and policies; recommend and assist the Director in drafting and implementing, and periodically reviewing these procedures and policies; ensure compliance by staff members with these procedures and policies
- Track, and maintain records on the status of all tax returns assigned to the Tax Services staff; ensure filing of these returns in a timely manner; ensure the daily management of the tax system and generation of reports on a scheduled and upon-demand basis; monitor internal and external deadlines related to tax elections as needed
Tax Services
10/2011
-
04/2015
San Francisco, CA
- Researches and verifies tax payment information on file and resolves tax determination, billing, and payment discrepancy inquires from taxpayers, lending institutions, and title and escrow companies
- Reads and interprets legal descriptions of real property as contained in a variety of deeds and other documents to clarify the ownership of specific properties, tax rate areas and tax payment status
- Locates and arranges tax information into logical sequence of events to resolve tax discrepancies and inquiries
- Reads and interprets taxpayers tax payment histories contained in variety of formats such as microfiche, computers, deeds and other legal documents to resolve tax problems
- Traces routine tax roll changes, value changes, transfers of ownership, and payment posting information to resolve tax problems and to determine accuracy of tax determination information on file
- Recalculates penalties, interest, and delinquent fees using tax charts
- Provide general information to the public and explains different tax payment options and plans available to the taxpayer
Tax Services Personal Assistant
12/2007
-
04/2011
Detroit, MI
- Evaluate and allocate staff resources, workload and assignments within the Tax Services unit; coordinate work assignments to make optimum use of these resources; initiate and undertake strategic planning of resources
- Act as liaison with tax vendors responsible for providing computer & tax preparation services to the Private Client Group; effectively manage those relationships to ensure adherence to contractual agreements and quality standards of Ropes & Gray
- Lead Tax Services in knowledge of software, processes and workflows, and oversee training of staff on all new computer systems. Act as liaison with Ropes & Gray LLP Information Services – Desktop Engineers regarding maintenance and timely updates to the fiduciary and individual tax applications (i.e., ProSystem fx, OneSource Trust Tax, and OneSource Administrator Workstation applications)
- Provide a link between Tax Services, Estate Settlement, Trust Client Services and lawyers; ensure open lines of communication between the practice area and internal and external clients
- Monitor and evaluate individual performance of the Tax Services staff; conduct periodic formal and informal meetings with staff to identify strengths and weaknesses; determine any training needs and encourage long-term professional development of individuals. Also direct training and mentoring by senior tax staff for new hires within the group
- Assist the Director in coordinating systems, procedures and communications which link Tax Services, Estate Settlement, and Trust Client Services; work with the Manager's counterparts in order to accomplish such coordination
- Assist the Director in determining the resources needed by the Tax Services staff: educational, technological and informational needs; be accountable for and manage the Tax Services’ revenue and expense budget as prescribed by the Director
- Be able and willing to directly handle tax case loads including preparation of returns and tax planning with clients and/or lawyers as necessary
- Perform other assignments consistent with the execution of the above responsibilities as determined by the Director
Education
Doane University - Crete Campus
2001 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Demonstrate strong problem-solving and communication skills
- Demonstrated success delivering projects, excellent facilitation skills
- Strong accounting, analytical, technical, organizational, and multi-tasking skills
- Strong financial/business management skills and proficiency in strategic analysis
- Excellent people leadership skills, ability to lead and develop associates and achieve results through others
- Analyzing and working with complex subjects utilizing problem solving skills to deliver results
- Apply analytical skills for effective problem solving, maintaining our goal of continuous improvement
How to write Tax Services Resume
Tax Services role is responsible for oracle, compensation, finance, training, marketing, security, shipping, payroll, reporting, research.
To write great resume for tax services job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Services Resume
The section contact information is important in your tax services 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 Services Resume
The section work experience is an essential part of your tax services 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 services 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 services position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Services resume experience can include:
- Experiences in areas of accounting & company secretarial services
- Demonstrate best practice and knowledge sharing among team members
- Relevant tax experience
- Extensive knowledge and experience with the preparation/review of tax returns
- Excellent presentation and communication abilities
- Review all relevant market changes and validate with secondary source
Education on a Tax Services Resume
Make sure to make education a priority on your tax services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax services 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 Services Resume
When listing skills on your tax services 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 services skills:
- Learn, retain and apply new information and skills in an efficient and effective manner
- Effectively delegate work as needed
- Prior tax preparation and customer service experience
- Opportunities to develop new skills and progress in your career
- Manage workflow to effectively meet and exceed the client's needs and expectations
- Supervising high-performing teams and sharing your experience and knowledge of leading-practices
List of Typical Experience For a Tax Services Resume
1
Experience For International Tax Services Resume
- Identify the opportunities from existing engagements and participate in business development activities
- Build a better working world through daily work
- Provides information on tax determination or collection policies and procedures
- Prepares tax determination or payment histories and reports requested by the public for the purposes of escrow and title clearances
- Maintains tax records and documents per established policies and procedures
2
Experience For Tax Services Clerk Resume
- Review/prepare Canadian payroll reports such as T4's, T4 Summary, etc
- Assist clients with the preparation of applications for Certificates of Coverage and Tax Deduction Waivers
- Research and resolve Employment Tax questions/discrepancies
- Various Employment Tax related projects as assigned
- FINRA Series 99 required within 90 days of hire, Series 7 and 66 required within 12 months of hire
- Recognize and resolve complex and non-routine problems and escalations
- University graduates from Accounting major with at least 1 years of relevant work experience in PRC corporate tax or related accounting fields for Staff; at least 2 years for Senior level
- Maintain an accurate registry of all requests and issues related to Suitability (CIMs, incidents)
- Drive the resolution of the requests and issues on Suitability
3
Experience For Head of Tax Services Resume
- Ensure business requirements are well understood and documented
- Define (jointly with the business) test cases
- Interact with the IT teams and the Senior Account Manager to ensure the requirements are well understood and development is done in line with the expectations
- Provide full transparency to the business in Asia on the Suitability related issues and developments
- Willingness to travel locally (DC/MD/VA) on a limited basis
- University graduates from Accounting major with at least 1 year of relevant work experience in PRC corporate tax or related accounting fields for Staff; at least 2 years for Senior level
- Collaborate with other Assistant Team Managers (ATM’s) within the department via ATM Chat
- Series 7, Series 63, and Series 24
- The position involves direct client interaction via inbound/outbound calls, email and electronic chat on a team dedicated to solving complex tax and cost basis challenges for TD Ameritrade clients
4
Experience For Tax Services Manger Resume
- Prepare and file Forms 1099 and fiduciary income tax returns (Form 1041) including estate fiduciary income tax returns, charitable split interest trust (Form 5227), exempt organizations (Form 990/990PF) and non-resident alien (NRA Form 1042)
- Trust accounting (SEI) and tax systems (OneSource)data review and maintenance
- Review and file quarterly estimated taxes
- Work with high sense of urgency
- Consistently remain solution and progress-focused
- Determine client impact and provide detailed, tailored output
- Identify bespoke relief opportunities from tax market changes and new client investment markets
- Manage implementation of any resultant service expansion
5
Experience For Rep, Tax Services Resume
- Create tax technical “challenges” where relevant and support resultant process
- Mentor others in the use of project management, and continuous improvement methodologies
- Advise clients on complex U.S. international tax issues including managing global effective tax rates and global tax structures, as well as assisting on complex business transactions
- Manage clients in diverse industries and provide tax advisory and compliance services in relation to all of the various taxes applicable in Laos
- Daily contact with clients and lead a team to add value to our clients and meet our commitments with clients
- Manage, develop, train, and mentor staff and seniors
- A professional accounting qualification with at least 4 to 6 years of relevant tax experience, preferably with an international or large public accounting firm or financial institution
6
Experience For Tax Services R&D Senior Manager Resume
- Researches and resolves complex tax determinations billing and payment discrepancies and inquiries from taxpayers, lending institutions, and title and escrow companies
- Contacts County departments and public and private agencies to resolve complicated discrepancies in identification of taxpayer names, parcel numbers, and various other matters
- Investigates complex tax determination billing and payment problems and makes corrections, or prepares documents which initiate corrections, to the appropriate tax roll
- Performs bank deposit and payment posting file consolidations twice daily
- Performs various data entry keying jobs in the Remittance Processing System
- Provide middle office support to front line reps within IBS by answering questions/resolving tax related inquiries submitted
7
Experience For Tax Manager, Enhanced Tax Services Resume
- Interacts with staff from various County departments in the determination and processing of the Departmental Miscellaneous Remittances
- Assists with mail opening when needed
- Scans checks, stubs, and correspondence on high speed transport
- Generates and prepares pertinent reports for the Internal Controls Branch
- Properly manage assigned departmental work items related to business functions including tax inquiry requests, balance verification requests and account valuation requests
- Effectively make outbound calls to current clients
8
Experience For Tax-national Tax Services Resume
- Record accurate client data and profile information that can be used by marketing to assess the effectiveness of promotions
- Reviews financial records such as prior year tax returns, income statements and documentation of expenditures to determine forms needed to prepare tax forms
- Working with internal/external contacts to explain complex tax questions
- Reconciling tax transactions to resolve tax related issues
- Calculates form preparation fees according to return complexity and processing time required
- Directly responsible and able to explain implications of taxable transactions, tax form production (in accordance with IRS regulations) reconciling back office tax buckets, adjusting tax reporting, and service support
9
Experience For Tax Services Product Manager National Tax Services Resume
- Actively pursuing, or have received CPA designation
- Computes taxes owed or overpaid and completes entries on forms, following tax form instructions and tax tables
- Prepares or assist in preparing simple to complex tax returns for individuals or small businesses
- Capable of quickly building good rapport with prospects and clients, assessing their needs and presenting features and benefits of TD Ameritrade's products and services
- Reconcile and explain tax transactions
- Interviews clients to obtain additional information on taxable income and deductible expenses and allowances
- Checks data input or verifies totals on forms prepared by others to ensure accuracy in arithmetic, data entry, or procedures
- Assists clients with amended tax returns and interpret and replies to clients’ IRS notices
List of Typical Skills For a Tax Services Resume
1
Skills For International Tax Services Resume
- Experienced in applying customer service techniques while interacting with public over the telephone
- Call Center experience in assessing property tax related inquires and makes appropriate referrals to other Divisions or County Departments
- Experience in state and local indirect tax (sales & use and excise tax)
- CenturyLink's Genesys Agent Desktop (GAD) phone system experience
- Excellent command of spoken and written English and
- Leveraging, developing, and/or managing technology solutions to enable and improve client solutions
- Researching state and local indirect tax legislation and assisting with drafting client responses and memos
- Assisting with drafting new proposals for new and existing clients
2
Skills For Tax Services Clerk Resume
- Using one or more of the following data analytic tools: alteryx, tableau, microsoft SQL server, or .Net
- Reviewing, processing and distribution of beneficiary K-1s and Grantor tax letters
- Supervising teams to create an atmosphere of trust
- Seeking diverse views to encourage improvement and innovation; and,
- Identifying opportunities to improve operational efficiency and streamline work flow
- Coordinating with in-house tax preparation team within Deloitte and with the clients’ tax department
3
Skills For Head of Tax Services Resume
- Providing timely and high-quality services and work products that exceed client expectations
- Promoting the use of best practice and technology solutions across the GES practice
- Organize and coordinate user acceptance testing including the test cases, timing, testers
- In-depth quantitative analyses including earning and profit studies, subpart F and foreign tax credit computations
- Capable of developing and managing a team of tax professionals
- Input heavy data for automotive clients; including keying vehicles’ schedules, invoices and data sheets
- Develop an understanding of client’s needs to identify international tax planning opportunities
- Any of the following: ACA or ACA qualification
4
Skills For Tax Services Manger Resume
- Foreign tax reporting and international taxation compliance regulations; and,
- The practices of public accounting firms, law firms or multinational company corporate tax departments
- International High Net Worth Planning/ Global Mobility
- Ambitious, hard-working, driven and capacity to show initiative
- Able to present property tax information in an understandable context when responding to telephone inquiries in a Call Center Unit
- Review, analyze and interpret trust documents/governing instruments
- Display resiliency when facing challenges
- Coordinate monthly client meetings providing relevant updates and impact analysis
- Develop and conduct training and other activities
5
Skills For Rep, Tax Services Resume
- A US state CPA license (or similar non-US license that can be transferred)or state bar membership
- Bachelors, masters or Ph.D in business, Finance, Economics or management
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
- Creating and analyzing complex computation and reporting solutions, with the ability to clearly articulate findings to clients in visual, verbal and written formats
- Experience in the Financial Services industry, especially asset management and insurance sectors
- Leveraging intellectual curiosity and agility to teach oneself how to use new technology platforms to solve our clients’ problems
- Practice tests for the computerized portion of the test are available at
- Studies of Business Administrations, focus on Tax
6
Skills For Tax Services R&D Senior Manager Resume
- Reliability and team-player personality
- Manage and oversee the Private Client Tax team
- Prepare and file Fiduciary tax returns
- Prepare and file 990-PF Foundation returns
- Prepare Charitable Trust Returns and manage MRD’s for IRA’s and Charitable Returns
- Maintain correspondence to/from IRS and various State notices
- Coordinate and communicate with Private Client Relationship personnel, strategic advisors, portfolio managers and outside custodians to achieve optimal reporting and client service
- Building relationships with existing clients and identifying opportunities with current clients
7
Skills For Tax Manager, Enhanced Tax Services Resume
- Contributing to training and development across the team
- Recommend tax department strategies by researching federal, state, and local taxation issues
- Provide additional expertise in the review, interpretation, and implementation of new or revised tax laws and be able to explain tax law and implications to others
- Energy: with specialists based in London and Aberdeen, the team specialises in providing comprehensive tax services to clients from oil and gas, mining and metals and utilities
- Familiarity with trust accounting systems and working knowledge of individual and fiduciary tax preparation systems are required
- Maintain current working knowledge of various provincial legislation covering payroll and social security issues
- ACPA, CTA, law license or working towards gaining one
- Real Estate: based in London and providing support to our clients in real estate, hospitality and construction
8
Skills For Tax-national Tax Services Resume
- Telecoms, Media and Technology (TMT): based in London and Reading, close to particular clusters of technology businesses
- Products and Services: focused on clients in consumer products, manufacturing and life sciences, the team is based in London and Birmingham
- Extensive knowledge of the software used in the preparation and reporting of income tax
- Possession of other professional degrees or certifications applicable to role beneficial
- Job Requirements and Preferences
9
Skills For Tax Services Product Manager National Tax Services Resume
- In the services of the Los Angeles County, Tax Services Clerk I researches and resolves routine personal and real property tax billing, payment processing, and/or assessment discrepancies for tax determination and/or collection purpose
- Managing the delivery of tax advisory services, including transaction advisory, and some tax compliance engagements to clients in the financial services industry
- Exposure in tax experiences outside of Malaysia
- Sector specific experience and significant exposure to related clients
- Supporting other team members develop their tax technical and financial services industry knowledge through coaching and leading training sessions
- A PhD in a relevant discipline
10
Skills For ATM, Tax Services Resume
- A consistent record of excellence in a professional services environment
- A master's or PhD in Business, Finance, Economics, Management, Policy Analysis or a related field
- Accumulate expatriate compensation and prepare payroll tax calculations
- Deliver accurate and timely reports and/or calculations to the clients
- Coordinate global payroll with clients and Ernst & Young foreign offices
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