Tax Services Senior Manager Resume Sample
Cordie Bernhard
976 Edythe Rapid,
New York,
NY
+1 (555) 198 7007
Work Experience
Tax Services Senior Manager
01/2016
-
PRESENT
San Francisco, CA
- Support EY’s inclusiveness culture
- Excellent managerial, leadership, organizational, and advanced verbal/written communication skills
- Deep knowledge of financial planning and individual tax laws; a commitment to learning in a tax and financial planning technology environment
- Research and analyze global withholding tax rules and issues. Research and analyze bilateral and multilateral international treaties. Understand and apply withholding tax rules to client’s business transactions
- 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
- Prepare internal memoranda, written products provided to clients, private letter rulings and other documents for submission to the IRS or Treasury Department, and review partnership agreements
- Excellent managerial, teaming, organizational, and verbal/written communication skills
Transaction Tax Services Senior Manager
07/2013
-
08/2015
Phoenix, AZ
- Contribute to EY’s thought leadership culture (i.e., continuous improvements to methodologies and sharing of best practices)
- Operating Strategy and Organization Design, assist the client in identifying improvement opportunities and developing responsive organization operating models and metrics
- Process and Controls Enhancement; design effective and controlled tax processes with enabling technologies to increase efficiency and reduce risk
- Tax-Effective Finance Data and Systems; work with finance and IT teams to increase the tax-relevancy of finance data in Enterprise Resource Planning (ERP) systems (e.g., SAP and Oracle), and in close, consolidation and reporting tools (e.g., Hyperion, BPC, etc.)
- Help clients identify and address complex domestic and international tax issues
- Thoroughly and accurately analyze information. Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions. Lead in developing recommendations and implementation plans. Make informed decisions in complex and judgmental areas
- Transfer control of tax decision-making from the transaction processing personnel and outside vendors to the tax specialists within our client’s tax department
- Understand how to define the solution, coordinate the necessary technical resources, and deliver a finished product that fulfills the client’s goals and tax requirements, including
- Demonstrating leadership abilities on projects and within our broader HC technology team
GCR, Annuity Tax Services, Senior Manager
09/2009
-
05/2013
Dallas, TX
- Delivering client satisfaction with HC Technology by leading timely and effective responses to client needs and concerns
- Leveraging long-term collaborative relationships with our clients and internal colleagues to improve and deliver high quality technology support
- Developing an understanding of more complex tax concepts and assignment management concepts and proactively increasing expatriate assignment knowledge through technology projects on client engagements
- Demonstrating deep technical knowledge of a broad array of technology tools, products, and solutions
- Overall Technology Project Leader, operating independently on all but the largest technology projects
- Managing a book of business commensurate with other HC senior managers, and/or adding value consistent with other HC senior managers
- Managing all facets of major projects including adherence to project schedules, quality of deliverables, and financial management, including overall cost, and actual project hours to budget
- Enhancing the understanding of the engagement and/or customers business needs and how existing technology or custom solutions add value through efficiency of our services or opportunities to sell additional services to our clients
- Participating on proposals and establishing a local market facing identity, including speaking opportunities in industry programs
Education
Oglethorpe University
2003 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Strong organizational and time management skills, with exceptional client-serving consulting skills
- Strong influencing skills, confidence to question existing processes, and ability to communicate effectively
- The ability to prioritize when working on multiple complex projects, and strong data analytics skills
- Demonstrates strong teaming, project management and leadership skills
- Relevant tax consulting experience or the equivalent experience in business or industry
- Extensive writing and verbal skills
- Executive presence and business development skills
How to write Tax Services Senior Manager Resume
Tax Services Senior Manager role is responsible for tax, leadership, basic, finance, training, integration, recruiting, compensation, accounting, payroll.
To write great resume for tax services senior manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Services Senior Manager Resume
The section contact information is important in your tax services senior 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 Senior Manager Resume
The section work experience is an essential part of your tax services senior 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 senior 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 senior 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 Senior Manager resume experience can include:
- Prepare/review Forms 1099 and fiduciary income tax returns (Form 1041), including estate fiduciary income tax returns, charitable split interest trust (Form 5227), and exempt organizations (Form 990/990PF) for complex trust relationships
- Creating a positive work environment an effective teaming with other HC technology team members and the HC practice
- Enhance EYs brand through strong external relationships across a network of existing
- Delegating, developing, coaching, coordinating and leading co-workers and project team members
- Presenting and collaborating with senior level management regarding our technology offerings
- Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
Education on a Tax Services Senior Manager Resume
Make sure to make education a priority on your tax services senior 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 senior 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 Senior Manager Resume
When listing skills on your tax services senior 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 senior manager skills:
- Experience benchmarking key performance indicators, and evaluating HR process effectiveness
- Proven experience in managing teams and client relationships
- Strong Sales compensation experience
- Around 7-10 years of prior experience
- Strong experience in SharePoint (2013 and 2010) and MS PowerBI configuration and implementation
- Understanding of sales compensation, and experience managing budgets and projects
List of Typical Experience For a Tax Services Senior Manager Resume
1
Experience For Transaction Tax Services Senior Manager Resume
- Enterprise Resource Planning (ERP) Value Engineering for Tax - assist the client in identifying value opportunities that can be realized through improved access to data
- Keep informed of current global customs developments and effectively apply knowledge to client situations
- Excellent interpersonal, analytical and problem-solving ability
- Assisting pursuit teams on proposals, project teams and new business opportunities
- Staying abreast of state & local tax developments and work to develop ew and innovative service offerings that can deliver value to our clients
2
Experience For Tax Services Senior Manager National Tax Fiduciary Trust Tax Resume
- Help solve client-specific sales compensation issues, identifying opportunities and risks while building long-lasting relationships with our clients
- Develop new client relationships by proactively seeking out companies needing global trade assistance through both external efforts and internal EY channels
- Significant involvement in firm's private equity practice, including building relationships and delivery of services
- Significant involvement in the firm's private equity practice, including building relationships and delivery of services
- Constantly learning and researching current market trends, to maintain your credibility as a trusted advisor
- Organize campaign and marketing events to increase the group’s visibility in your area
3
Experience For GCR, Annuity Tax Services, Senior Manager Resume
- Provide quality, practical tax planning; develop budgets; determine resource requirements; and direct and monitor engagements
- Support business development activity by participating in pursuit calls and proposal development
- Work as part of the ERP integration team (SAP, Oracle, PeopleSoft, JD Edwards, etc.) to realize the ERP service to deliver required tax data
- 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
- Relevant experience in one or more of the following specialty areas: a) tax software products such as CORPTax, TaxStreamOneSource, Fast-Tax, LongviewInsource, etc.; b) tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; c) tax process and operational assessments
- Identify new key target clients in your area, understand the clients’ needs and identify service opportunities
- Understand the firm’s service offerings, coordinate with different service lines in different locations to form the right engagement team; coordinate meetings, proposal presentation and fee negotiation to close an engagement
- Provide high-quality service and time-sensitive advice that complies with our clients’ expectations in a fast-paced and rapidly changing environment
4
Experience For International Tax Services Senior Manager Resume
- CPA or JD or Enrolled Agent certification
- Understand the full suite of EY global trade service offerings and be able to present to clients
- Approximately 10 or more years of related work experience in industry with a professional services firm, a Fortune 500 company or a major importer is helpful. Experience with the U.S. Customs and Border Protection Agency is also of interest
- Proficiency in a technology-enabled environment having experience with trade automation, global trade management systems/software and data analytic tools is highly sought after
- Experience with federal tax
- Understand the Service Line’s People and Business strategy to determine how Mobility is able to support
- Develop and deliver quality international tax ideas with timely and responsive services and work products that exceed client expectations
5
Experience For Tax Services Senior Manager Resume
- Identify international tax services opportunities
- Supervise staff and seniors and take an active role in their professional development, review their work products for completeness and accuracy, and prepare work products for client delivery
- Oil and gas industry experience (very helpful)
- Interface with clients to understand needs, manage expectations and deliver work
- Research current market trends to maintain your credibility as a trusted advisor
6
Experience For Transaction Tax Services Senior Manager Resume
- Develop clear, intelligent sales compensation plans and approaches to improve our clients’ business results
- Research our client’s business operations and tailor your advice to their specific needs
- Eager to build professional network
- Lead a team of professionals
- Drive to see new business opportunities at the clients
- An achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation or be a member of a state bar
- Active participation in industry groups such as SIFMA, ABA, IIB
7
Experience For Tax Services Senior Manager National Tax Fiduciary Trust Tax Resume
- The ability to understand and implement tax rules
- Experience with the U.S. Customs and Border Protection, Bureau of Industry and Security, Office of Foreign Assets Control, or the Directorate of Defense Trade Controls
- Foreign language capabilities encouraged
- And future clients
List of Typical Skills For a Tax Services Senior Manager Resume
1
Skills For Transaction Tax Services Senior Manager Resume
- Consolidating tax data to make analysis and planning more efficient
- Strong ability to work well in a team environment and be comfortable supervising teams of EY personnel and client personnel
- The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
- Experience managing budgets, people and projects
- Extensive knowledge and experience handling hedge fund and Private equity K-1s
- Experience (i) with international tax matters and (ii) working with privately-held business and high-net worth individuals/families
2
Skills For Tax Services Senior Manager National Tax Fiduciary Trust Tax Resume
- Direct experience in state and local taxation (e.g., state return compliance, state income tax accounting, state apportionment fundamentals)
- Seven to ten years’ of real estate tax experience, within a professional services environment
- Proposal writing and research experience in a consulting context
- Approximately 6+ years’ experience in a managerial capacity
- Relevant experience in a large corporate organisation
- Experience in IL/US TAX
- Chapter 3, Chapter 4 and Chapter 61 experience
- Experience in professional services together with the ability to listen to a client’s needs and develop a value proposition to expand new business
3
Skills For GCR, Annuity Tax Services, Senior Manager Resume
- Understanding of accounting and reporting related to broad based compensation and benefits
- Being involved in intricate tax consulting granted to the client (related services for transactions, restructuring, advisory on current US operations)
- Managing ongoing communications and work with senior client personnel
- Ongoing collaboration with audit and advisory teams regarding the client's various tax issues
- Identifying opportunities for offering additional services to the client
4
Skills For International Tax Services Senior Manager Resume
- Participating in professional training opportunities and professional conventions
- Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)
- Seeking out opportunities to work with engagement leaders to use technology to support sales opportunities with existing engagements
- Managing quality of deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements
- Preparing US TAX technical memos for the firm's clients and the US tax authorities
- Handling different US tax issues
- Updating the client on any changes in legislation and regulations as relevant to the company
5
Skills For Tax Services Senior Manager Resume
- Improving reporting capabilities to enhance our clients’ ability to evaluate risk and capitalize on opportunities
- Supporting project team members in any way needed to help ensure timely completion of deliverables
- Demonstrating innovative ways to apply technology
- Supporting technology Product Managers and product teams as required
- Providing thought leadership to engagements and our broader HC practice
- Participate in software acceptance testing and user acceptance testing (UAT) throughout application development lifecycles
- ERP Integration for Tax; assist the client in identifying data requirements to support tax accounting, compliance, and strategy
- Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
6
Skills For Transaction Tax Services Senior Manager Resume
- A commitment to learning and the EY Human Capital technology environment
- A natural flair for problem solving, and an entrepreneurial approach to work
- A thorough understanding of the utility or renewable energy industry
- Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software)
- Contribute to a flexible, stable and team oriented working culture that fosters staff development
- Participates in recruiting staff to meet the demands of engagements assigned and to promote the growth of the Firm
- Extensive knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
- Manage a small team and/or mentor junior team members
7
Skills For Tax Services Senior Manager National Tax Fiduciary Trust Tax Resume
- Monitor penetration and performance of technology services and communicate to leadership
- Monitor competitive and client feedback and needs and communicate with leadership to develop appropriate responses, product or communications
- Taking ownership of assigned tasks and monitoring them until completion including testing, debugging, project profitability, and SharePoint Configuration site progress
- Income tax support for audits and income tax experience for Insurance companies as well as C Corporations
- Contribute to client satisfaction by proving timely and effective responses to client needs
- Identifying ways to automate manual tasks using existing and emerging technologies
- Oversee, prepare and review 1099 forms and fiduciary income tax returns
- Deep exposure to federal income taxation
8
Skills For GCR, Annuity Tax Services, Senior Manager Resume
- CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP”
- Identify client opportunities and craft client proposals
- Develop and guide teams of tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
- Have an interest and experience in improving the performance of tax functions, the demonstrated ability to team with and motivate others, and willingness to develop meaningful and influential relationships with clients and colleagues
- Be able to influence and persuade clients and stakeholders to gain support for any major people initiatives and/or decisions
9
Skills For International Tax Services Senior Manager Resume
- Work with data manipulation efforts to format and prepare data for import and export from technology tools
- CPA certification, Member of the Bar, or foreign equivalent certification
- Licensed CPA and/or ADV
- Mother tongue proficiency in English
- Assisting in the preparation of financial models and other tools that help our clients execute a variety of financial transactions, including asset acquisitions, disposition deals, capital structure transformations, and corporate reorganizations
- Appropriately manage a company’s overall state and local tax cost to align tax strategies with business initiatives and proceed with assisting the company with implementation
- About two to three years of related experience
- CPA qualification, or be a member of a state bar
10
Skills For Tax Services Senior Manager Resume
- Experience with delivering global technology consulting engagements, including strategy, process evaluation, process improvement and risk mediation, design of HR system delivery options and HR IT strategy
- Global payroll consulting experience, knowledge of technology vendors, such as ADP, PeopleSoft/Oracle, SAP, Workday, and other technology solutions including reports, strategies, assessments, vendor selections, designing processes considering risk and implementing solutions worldwide
- Experience in one or more of the following: Microsoft Visual Basic, Visual Basic for Applications, Microsoft Access, SQL
- Six to ten years of related experience
- International knowledge of mergers and acquisitions
- Development of web parts and web part pages; creating sites, document libraries, lists and views; search and taxonomies; Office/InfoPath integration; and reporting functions
Related to Tax Services Senior Manager Resume Samples
Cib-custody & Fund Services Resume Sample
Work Experience
• Establish and manage relationships with project sponsors, stakeholders and participants
• Compile monthly Business reviews
• Analysing and interpreting financial and operational information with the aim of identifying and understanding key trends within the business and provi...
Professional Skills
• Excellent English language skills preferab...
• Able to demonstrate strong presentation an...
• Strong team-working / relationship buildin...
Tax Senior Manager Resume Sample
Work Experience
• Tax Software: Corptax, ONESOURCE, CCH ProSystems
• Financial Consolidation Software: SAP BPC, Oracle Hyperion Financial Management
• Understand client’s Qualified Plan needs
• Manage deadlines, work on multiple assignments and prioritize each assignment...
Professional Skills
• Excellent communication skills ( both verb...
• Excellent communication skills (both verba...
• Excellent communication skills and demonst...
Tax Services Manager Resume Sample
Work Experience
• 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...
Professional Skills
• Excellent management and leadership skills...
• Experience leading a team, demonstrating s...
• Excellent client facing skills and experie...
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...