Tax Services Manager Resume Sample
Zack Auer
8823 Hartmann Cliffs,
Los Angeles,
CA
+1 (555) 432 3397
Work Experience
Tax Services Manager
01/2018
-
PRESENT
Boston, MA
- Focus on people/talent development by counseling, coaching and impacting others
- Assist and advise the firm’s clients regarding international VAT matters
- Participate in the counseling of Staff and Senior-level team members and Interns
- Assist in the execution of the practice’s business plan through practice development activities, speaking opportunities and training of junior staff members
- Detailed exposure to VAT taxation, country-specific or multi-jurisdictional VAT consulting and/or VAT compliance
- Develop and deliver quality tax planning approaches with timely and responsive services and work products that meet and/or exceed client expectations. Identify and sell opportunities for tax planning and other special services
- Lead in developing recommendations and implementation plans, as well as, make informed decisions in complex and judgmental areas
- Support EY’s inclusiveness culture
International Tax Services Manager
06/2014
-
09/2017
Phoenix, AZ
- Deep knowledge of financial planning and individual tax laws; a commitment to learning in a tax and financial planning technology environment
- Excellent managerial, leadership, organizational, and advanced verbal/written communication skills
- Work on key client issues in partnership taxation, such as capital account maintenance and Section 704(c) issues
- Partner with EY National Tax Partnership Transactional Planning & Economics Group as well as local engagement teams to assist clients with reporting tax consequences
- A valid US CPA, or Enrolled Agent certification, or licensed attorney designation
- Partnership experience and working command of Section 704(c)
- Help clients identify and address complex domestic and international tax issues
- Help to develop and guide staff and other more junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
- FAS 109 experience
Fiduciary Trust Tax Services Manager
08/2010
-
03/2014
Detroit, MI
- Lead the build custom tools in support of EY’s ACA compliance and reporting tools
- Drive the custom design and development of automating the ACA regulations
- CPA license or selected certification
- Effectively apply complex transfer pricing concepts and economic/financial knowledge to client situations
- Operating Strategy and Organization Design: Identify ways to improve operating effectiveness in Tax by evaluating current roles, responsibilities and skill sets with regards to changing needs, benchmarks and leading practices
- Develop the client’s understanding of local tax issues and proactively explain implications of recent law changes
- Develop, supervise and manage the team’s technical skills, client service skills, and engagement management skills
- Manage client’s payroll portfolio
Education
Strayer University - White Marsh Campus
2005 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Excellent management and leadership skills, strong client interaction skills and interest in business development
- Experience leading a team, demonstrating strong managerial, organizational, written and verbal communication skills
- Excellent client facing skills and experience in business development
- Demonstrated skills in mentoring and training others
- Strong analytical skills: The ability to identify and analyse large data sets to produce concise reporting and identify areas of risk is essential
- Project management skills, ability to multi-task, plan and prioritise work and meet deadlines
- Strong technical, verbal and written communication skills with ability to lead internal meetings and client meetings
How to write Tax Services Manager Resume
Tax Services Manager role is responsible for tax, leadership, training, technical, development, payroll, finance, credit, integration, recruiting.
To write great resume for tax services manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Services Manager Resume
The section contact information is important in your tax services manager 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 Manager Resume
The section work experience is an essential part of your tax services manager 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 manager 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 manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Services Manager resume experience can include:
- Strong time-management and organisational skills with the ability to effectively prioritise tasks according to their level of urgency and importance
- Strong managerial and leadership skills with the ability to motivate local teams whilst gaining the trust and respect of remote colleagues within the COE
- Excellent managerial, organizational, and verbal communication skills
- Prior experience and working knowledge/familiarity with Singapore taxation
- Communicate complex tax and industry concepts to clients through exceptional writing and communication skills
- Manage the work of client service team members and team effectively
Education on a Tax Services Manager Resume
Make sure to make education a priority on your tax services manager 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 manager 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 Manager Resume
When listing skills on your tax services manager 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 manager skills:
- Team effectively and develop strong relationships across a network of existing and future clients and key stakeholders
- Demonstrating an understanding of complex unemployment tax concepts and effectively applying your tax knowledge to client situations
- Staying informed of current technical developments and effectively apply knowledge to client situations
- Of the required experience, 3 years of experience in the following
- Prior compensation and benefits consulting experience
- Proven experience in managing teams
List of Typical Experience For a Tax Services Manager Resume
1
Experience For International Tax Services Manager Resume
- Research and analyze global withholding tax rules and issues, including FATCA, CRS and IGAs. Research and analyze bilateral and multilateral international treaties. Understand and apply withholding tax rules to client’s business transactions
- Demonstrate a thorough understanding of and ability to master increasingly complex tax concepts
- Public accounting experience or equivalent in law firms or industry
- Build client relationships and demonstrate thorough knowledge of the real estate business
- Build client relationships and demonstrate thorough knowledge of tax
- Coordinate staffing and fulfilment on projects, including assisting with staffing projects on a national basis through our compensation knowledge network
2
Experience For Business Tax Services Manager Resume
- ERP Integration for Tax and assist the client in identifying data requirements to support tax accounting, compliance, and strategy
- Work closely with senior members of the Joint Ventures and Partnership Group, supporting the firm’s tax technologies, engagement teams and clients who use these technologies
- Broad exposure to corporate income taxation and withholding taxation
- Collaboration and brainstorming about practical scenarios relevant to a client’s situation
- Work with members of the Joint Ventures and Partnership Group and engagement teams to use those processes and models in support of client engagements
- Communicate with client liaison and/or client trust administration team on a regular basis as well as with colleagues
- Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing the PCS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues
- CPA, JD, CFP or Enrolled Agent certification
- Provide high-quality and “time-sensitive”service that meet and/or exceed our clients' expectations
3
Experience For Fiduciary Trust Tax Services Manager Resume
- Provide high-quality service and "time-sensitive" advice that meets and/or exceeds our clients' expectations in a fast-paced environment
- CPA, EA or JD certification
- Understand how to define the solution, coordinate the necessary technical resources, and deliver a finished product that fulfils the client’s goals and tax requirements, including
- Experience working on complex trust tax returns and reports
- Broad exposure to international and US Federal income taxation
- Travel occassionally
4
Experience For Transaction Tax Services Manager Resume
- CPA and/or LLM certification or demonstrable, active efforts to earn these licenses
- CPA and/or LLM certification or demonstrable, active efforts to earn these certification
- CPA, or JD certification
- Work on large IRW projects (likely NRA withholding or FATCA) which includes analyzing data and tax rules, help clients translate and implement these rules, conduct gap analysis, understand current state of clients, write business requirements
- Analyze data, research tax issues and prepare corresponding memorandums, prepare various documents to memorialize project findings and recommendations, prepare information reporting policies and procedures
- Help develop and guide staff and other junior tax professionals by providing effective performance feedback and on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals
- CPA and/or LLM certification or demonstrable, active efforts to earn these certifications
- Provide timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Develop and deliver timely and high-quality services and work products
- Providing tax advisory services to clients on all aspects of joint venture and partnership tax matters, including acquisition, formation, operation, restructuring and disposition issues
5
Experience For Fy-tax Services Manager Resume
- A valid US CPA license
- Applying tax technical concepts to determine the various transactional outcome involved in a particular deal structure and/or industry segment
- Perform technical review of complex tax returns and research. Accounting specialists perform technical reviews of complex financial statements and special projects. Accounting services specialists demonstrate the ability to review and research complex GAAP and reporting issues
- Provides feedback on performance to members within the Firm’s reporting process, monitors CPE needs and requests specialized training for staff
- Develop advanced knowledge in niche area
- Participate in the proposal process
- Consistent completion of tax returns or financial statements
6
Experience For Tax Business Tax Services Manager Resume
- Takes a leadership role directed to staff and clients in directing engagements by actively managing the engagement responsibilities, which includes drafting engagement letters, providing status to the client and/or audit team as appropriate, managing actual hours incurred versus budgeted hours, and billing clients
- CPA with 5-7 or more years of experience in public accounting
- Manage tax compliance, tax provision, and tax advisory services to health-care institutions, higher education institutions, private foundation and exempt organizations
- Inquisitive mind and well developed listening skills
- Aligning tax and broader organisation strategy, tax strategy development and roll out
- Participate and actively grow the practice through external marketing and business development activities
- Experience with excess benefit transactions, private inurement, unrelated business income tax, alternative investment reporting (federal, foreign, state), affordable care act issues (501(r))and other issues specific to exempt organizations
- Developing solutions by leveraging technology
7
Experience For Tax Services Manager National Tax-indirect Tax Value Added Tax Resume
- Ensure cross training within the London Group for a wider support span
- Clear training plans for the local groups devised and delivered
- An understanding of sales compensation
- Understands business operations within small office environment
- Managing, coaching and developing a team of professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
- Around 5 - 7 years of prior experience
- Strong Employee benefits, payroll or human resource generalist experience
- Manage a team of experienced tax partners responsible for Tax Operations Oversight
- Articulate and entrepreneurial with a demonstrated ability to navigate through obstacles and work under pressure
8
Experience For Tax Services Manager Business Tax Services Resume
- A function that is managed and measured by metrics
- Utilisation of the correct resource for the correct support tasks with clear roles and responsibilities
- Ensure the COE is adequately supported and standards are raised
- Regular support meetings led for various tax operational functions and key items for delivery throughout the year
- Involvement and implementation of WHT change within the operation
9
Experience For Tax Services Manager National Tax Global Trade Resume
- An understanding of portfolio management processes, including asset allocation, portfolio rebalancing, fund and security operations, risk and performance reporting
- Business process and leading technology consulting experience
- Experience with a focus on international tax in another international accounting/consulting firm
- A proven record in working with high net-worth individuals and their investments
- Financial software systems experience especially with requirements definition, systems selection and implementation
10
Experience For Tax Services Manager National Tax-indirect Tax Value Added Tax-san Francisco Resume
- Experience in expatriate or relocation services: Big 4, global management consultancy firm, niche consultancy or in-house role with exposure to large-scale projects
- Adapt your work style to work with both internal and client team members
- Inbound and outbound transaction consulting, multi-national corporation experience, Operating Model Effectiveness (OME), foreign tax credit planning, and effective tax rate minimization
- Tax Provision Preparation/Review - assist companies with all aspects of their preparation of the tax provision
- Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings. Attend industry conferences and other business development events as requested
- Build and maintain strong relationships with FTTS, Private Client Services and other EY groups to assist with cross-selling FTEAS and other EY lines of business
List of Typical Skills For a Tax Services Manager Resume
1
Skills For International Tax Services Manager Resume
- Around 5 to 7 years of prior experience
- A proven record in a professional services environment or in-house experience in a wealth and asset management company
- A proven record in a professional services environment or in-house experience in a bank, capital markets or insurance company
- Comprehensive tax technical and advanced MS Excel skills
- Outstanding client service, producing excellent work products, managing client relationships engagements assigned and overseeing staff
- Existing transfer pricing experience
- Experience client facing/consulting
2
Skills For Business Tax Services Manager Resume
- Technical expertise and experience related to compliance, audit defence and consulting for abandoned and unclaimed property services
- Experience in managing budgets and projects
- US federal income taxation (US tax laws and regulations, including experience with Sub chapters C and N of Chapter 1 of the Internal Revenue Code)
- Proven track record in managing large client portfolio for both MNCs and local enterprises
- Relevant tax experience
3
Skills For Fiduciary Trust Tax Services Manager Resume
- Approximately 7 or more years of related work experience in industry, a professional services firm, a Fortune 500 company or a major importer or exporter
- Experience with modeling tax transactions
- Experience working with family owned businesses
- Management or operational experience in the investment management, private banking or fund administration industry
- Experience and proficiency with Microsoft Excel, One Source Tax Compliance Software, Corptax, and/or Premium Pro
- Global relocation experience
- A valid US Certified Public Accountant (CPA) license; or active State Bar membership
- Demonstrate an advanced understanding of tax return processes and financial statements
4
Skills For Transaction Tax Services Manager Resume
- Demonstrates the ability to plan, execute, and deliver work independently with limited supervision on large complex engagements
- Experience with a variety of industries and all aspects of federal tax laws
- Accounting Managers possess a thorough understanding of accounting issues and financial statement preparation
- Identifying opportunities for improvements in operating efficiencies on both internal projects and client engagements
- Planning and compliance for mergers, acquisitions and internal reorganization; audit defense for withholding and unemployment audits
- Broadening your exposure to the tax regimes of Asia Pacific countries, the US and commons holding company jurisdictions in Europe
- Performing US GAAP and tax compliance/consulting, or foreign equivalent (IFRS); and
- Performing tax compliance and consulting; and
5
Skills For Fy-tax Services Manager Resume
- Promoting knowledge transfer to junior staff through ‘on the job’ training
- Developing recommendations and implementation plans and make informed decisions in complex and judgmental areas
- Applying complex US and foreign tax concepts to client situations
- Handling complex cross-border structuring projects for global MNCs and Singapore corporates
- Driving efficiencies through automation and enablement of technology for the Tax and Finance function
- Detailed knowledge of withholding tax processes and procedures in Global markets (excluding United States)
6
Skills For Tax Business Tax Services Manager Resume
- Tax accounting and annual provision review including ASC 740 (FIN 48)
- An understanding of financial, estate and wealth planning
- Build on technical competence by taking advantage of learning from nationally recognized tax professionals
- Build technical competencies by keeping current on trends, developments and technical authorities, while applying them to complex situations
- Contribute to the overall success of the team by developing a thorough understanding of EY’s methodologies and tools to enhance service delivery
- Tax Managers possess a thorough understanding of individual, partnership, S-Corp, C-Corp returns, research and general business planning knowledge
- Tax Managers possess a thorough understanding of partnership, S-Corp, C-Corp returns, research and general business planning knowledge
7
Skills For Tax Services Manager National Tax-indirect Tax Value Added Tax Resume
- A thorough understanding of the California Uniform Probate Code
- Advanced knowledge of dividend processes, asset servicing and Global Custody
- Build impactful relationships with new and existing clients and maintain relationship with firm leadership
- Detailed exposure to VAT taxation, country-specific or multi-jurisdictional VAT consulting and VAT compliance
- A firm grasp on the sections of the Internal Revenue Code and Treasury Regulations that are relevant to FSO clients
8
Skills For Tax Services Manager Business Tax Services Resume
- Using the work performed on our tax compliance and tax provision engagements as a means of identifying opportunities for additional work that would be beneficial for the client
- An ability to synthesize information quickly and efficiently resolve issues
- CPA or licensed Attorney, or the ability to achieve either in one year of employment
- CPA certification, Member of the US Bar or professional designation from the IPT
- Contribute to the Firm’s OME innovation and thought leadership efforts
- Managing cross-border tax advisory projects, including restructuring and holding company review projects with a global focus (inbound into Asia as well as outbound from Singapore)
- Reviewing and identifying tax issues such as the taxation of foreign income, tax treaty interpretations, permanent establishment and withholding tax implications
9
Skills For Tax Services Manager National Tax Global Trade Resume
- Great attitude to learn and improve
- Think out of box, solve problems creatively and pragmatically
- Work in a fast paced professional services environment
- The ability to teach or assist in firm in - house trainings
- A CPA or licensed Attorney, or the ability to achieve either in one year of employment
- CPA or licensed Attorney, or the ability to achieve either within one year of employment
10
Skills For Tax Services Manager National Tax-indirect Tax Value Added Tax-san Francisco Resume
- CPA, licensed Attorney or a certified member of the Institute for Professionals in Taxation or the ability to achieve one of the certifications within one year of employment
- Demonstrate an understanding of the real estate industry and tax credits, particularly with regard to modelling low-income housing tax credit and historic rehabilitation tax credit transactions
- Experience in or the capability to read and analyze market studies, operating expenses, development and operating pro forma, benefits schedules, tax opinions, environmental reports, construction cost reviews and partnership agreements
- Experience in financial modelling, real estate underwriting, analyzing market trends, partnership agreements, construction cost reviews & environmental reports
- Challenge traditional procedures and attempt to find new, more effective approaches
- Contributing to client satisfaction by providing timely and responsive services and work products
- Travel required approximately 50%, of which 10% is international
List of Typical Responsibilities For a Tax Services Manager Resume
1
Responsibilities For International Tax Services Manager Resume
- Demonstrate a detailed understanding of common principles of VAT and ability to effectively apply them to client situations
- Five (5) to eight (8) years of prior experience
- Review and provide sign-off on each finalized accounting before submission to client
- Work to ensure all projects are properly billed and oversee follow-up with clients regarding bill collections
- Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables
- Managing, coaching and developing a team of tax professionals (onshore and offshore), reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
- CPS or JD
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