Tax Staff Resume Sample
Alessandro Harvey
9853 Nickolas Land,
New York,
NY
+1 (555) 132 1626
Work Experience
Tax Staff Associate
02/2018
-
PRESENT
Detroit, MI
- Responsible for internal client communications, conflict resolution, and compliance on client deliverables based on leadership’s direction
- Liaise with Tax Authority/Customs on clients’ behalf to seek agreement on their tax positions
- Prepare the Company’s federal, state and local income tax compliance
- Assist in the preparation of the Company’s ASC-740 Income Tax Provision, including all required 10Q and 10K disclosures
- Assist in responding to inquiries and assist in the successful completion of all federal, state and local income and franchise tax audits
- Prepare quarterly estimated tax payments, including ensuring coordination with budgeting and forecasting financial results
- Prepare and oversee the Company’s indirect tax filings (sales & use, tangible personal property taxes)
- Monitor federal and state tax legislation to assess the potential impact on income tax compliance
- Design and implement process changes if needed
Tax Staff
05/2013
-
11/2017
Houston, TX
- Assist with preparation of the company’s income tax provision under ASC 740 principles for quarterly financial reporting purposes
- Perform tax research in connection with the company’s day-to-day operations as well as new business initiatives, and draft memos to document the company’s positions
- Preparation of all the company’s sales and use tax returns, business and occupation returns, general excise tax returns, unclaimed property and goods and services tax returns
- Preparation of all the company’s personal property tax returns on an annual basis
- Active progress towards the US CPA Certification, or membership in the Bar, or Enrolled Agent status
- Prior audit or tax experience is an asset
- Able to establish workload priorities
- Perform assigned tasks on engagements or projects in a timely manner
Take-global Finance, Tax Staff Intern
08/2007
-
02/2013
New York, NY
- Compliance to the Firm’s quality control standards
- Demonstrate a willingness to learn and participate in a teaming environment
- Tax compliance experience in Big 4 and/or a large corporate tax department
- Prepare practical and effective approaches to the client's tax situation, arriving at appropriate conclusions
- Active progress towards the US CPA Certification, or membership in the Bar
- Income tax experience
- CPA license or CPA eligibility
Education
California State University, San Bernardino - Palm Desert Campus
2001 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Experience with individual tax preparation with exposure to international areas including prepared returns with some international issues (1116’s, 5471’s, 8865, etc.)
- Excellent communication (verbal and written) and presentation skills, as well as exceptional client service skills
- Strong skills in reviewing 990, 990-PF and 990-T information returns
- Excellent analytical and interpersonal, oral and written communication skills
- Strong time management and social skills
- Strong tax preparation skills
- Excellent interpersonal and communication skills needed
How to write Tax Staff Resume
Tax Staff role is responsible for tax, government, bookkeeping, technical, leadership, research, finance, credit, training, accounting.
To write great resume for tax staff job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Staff Resume
The section contact information is important in your tax staff 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 Staff Resume
The section work experience is an essential part of your tax staff 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 staff 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 staff position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Staff resume experience can include:
- Demonstrated experience in public accounting (preferably with a small to mid-sized firm)
- Work effectively with colleagues as a team member
- Strong, hands-on Excel and other software experience
- Effectively work independently and handle multiple tasks within targeted deadlines
- 1-3yrs tax experience for Staff role / 4-5yrs tax experience for Senior role
- Reviewing and understanding prior year tax returns and work papers
Education on a Tax Staff Resume
Make sure to make education a priority on your tax staff resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax staff 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 Staff Resume
When listing skills on your tax staff 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 staff skills:
- Consolidated federal and multi state income tax technical skills
- Good computer skills especially Microsoft Office
- Tax experience tax experience including tax planning, compliance, and preparation
- Leadership skills, including development of associates
- Interact effectively with various levels of management, including Senior Management
- Effectively communicate verbally and in writing both internally and externally
List of Typical Experience For a Tax Staff Resume
1
Experience For Tax Staff Associate Resume
- Support the Tax Manager in managing tax authority audits and maintaining relationships with key advisors
- Responsible for identifying and implementing process improvement and automation throughout the tax provision and tax compliance processes to gain efficiencies
- Provide account analysis as needed for income tax compliance and reporting
- Assist with tax planning, analysis and identification/implementation of tax savings opportunities
- Understands assignments and follows instructions
- Able to analyze complex matters
- Learn client’s business as it relates to particular areas or assignment
- Proficiency in Microsoft Excel, Word, CorpTax and/or OneSource Tax Provision or similar tax applications
- Help clients draft technical documents in order to obtain their tax benefits and meet goals
2
Experience For Take-global Finance, Tax Staff Intern Resume
- Provide creative solutions to problems, scope out major projects or engagements, and develop practical plans for their completion
- Present assignment deliverables to clients, as appropriate, and ensure client satisfaction
- Organize, prepare, and clearly present information to others and respond to their questions in one-on-one and group situations
- Assist in providing tax compliance and advisory services to partnerships, corporations, S-corporations, and individuals for a variety of middle market clients and emerging businesses
- Assist in tax-planning responsibilities for federal and individual clients, participate in complex tax research projects for clients, and research a wide range of tax issues related to business transactions for a variety of entities and their affiliates
- Prepare documentation, participate in advanced pricing agreements (APAs), defend transfer pricing in audits, work in the valuation of intangible assets, and develop quality, practical planning services
3
Experience For Corporate Tax Staff Resume
- CPA or eligibility to sit for CPA required
- Perform financial and quantitative analysis
- Responsible for preparation of tax provision and Welfare Benefit Plan 504 form 5500
- Responsible for the preparation of the state and federal Corporate tax returns, sales and use tax returns, Delaware gross receipts tax returns, annual 1099 filings, company business licenses and Maryland Business Personal Property tax returns
- Coordinate all tax related audits (IRS, auditors, etc.)
- Prepare and implement tax strategies
- Prepare returns for monthly, quarterly and annual tax filings; including but not limited to income, franchise, gross receipt sales, compensating/use, property tax and other informational reporting such as Forms 1099, tec
- Serve as administrative assistant to Customs Executive Council
- Work with other finance staff to ensure compliance with internal financial procedures and tax regulations
4
Experience For Controllers Tax Staff Resume
- Maintain tax and department task calendar
- Maintain and retain all tax records and work papers for current and previous years
- Understand and implement tax compliance
- Review client financial statements
- Assist with tax audits, perform light research projects and monitor and review financial information
- Prepare various tax returns (1040s, 1065s, 1120s) and tax projections
- Obtain or plan to obtain 150 credit hours for CPA eligibility
- Works cooperatively in teams
5
Experience For Public Audit & Tax-staff / Seniors Resume
- Analyze data and prepare work papers and tax returns based on professional standards for high net worth individuals and related entities
- Prepare and review annual and quarterly income tax requirements
- Deliver exceptional client services
- Work and assist on special projects as assigned by Senior Tax Members within the tax department
- Proficient in Microsoft programs, specifically Microsoft Excel and Microsoft Word
6
Experience For Se-san Juan Tax Staff Resume
- Be able to prepare a variety of returns (high net worth, trust & estates, foundations, partnerships)
- Have exposure to a Family Office environment
- CPA license, or CPA eligible
- Team friendly, but able to work independently
- Be flexible to client/organizational needs
- Assist the tax provision team in preparation of the quarterly and annual tax provision calculations, including journal entry and account reconciliation preparation
- Assist the tax compliance team with the preparation phase of the corporate returns, extensions, and estimates
7
Experience For State & Local Tax Staff Resume
- In income tax related field
- Prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits, etc
- Prepare extensions and quarterly estimates
- Prepare and review federal and state corporate, individual, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns
- Graduation Date Range: December 2018 – June 2019
8
Experience For Ntd-ne-dc-insurance Tax Staff JD / Llm-winter Resume
- Preparation of all tax compliance related to the U.S. and state and local income and franchise tax returns of the company – annual and quarterly reporting – utilizing OneSource Income Tax
- Assist with the annual and interim ASC 740 provision process utilizing OneSource Tax Provision, including supporting the company’s annual audit and quarterly reviews with external auditors
- Monitor effective tax rate, as well as quarterly and annual SEC financial statement tax related disclosures
- Responsible for maintaining fixed asset tax depreciation (SAGE)
- Be able to apply basic accounting principles to engagements
- Prepare and support responses to federal and state tax audit inquiries
9
Experience For Federal Tax Staff Resume
- Analyze data and prepare work papers and tax returns based on professional standards for a variety of entities and individuals
- Build and maintain client relationships; proactively interact with key client management to gather information, resolve tax-related issues, and make recommendations for business and process improvements
- Prepare or review returns for individual, trust, partnership, corporate and foreign tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits
- Research and consult on various tax matters; respond to inquiries from the IRS and other tax authorities
- Interacts with clients
- CPA or CPA Eligibility
- Ensure that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards
10
Experience For Tas-san Jose-transaction Tax Staff Resume
- Meet internal deadline to match the client expectations for timely delivery of service
- Work in, and be a part of, a multi-disciplinary team
- Gather and manipulate audit and client information as needed to prepare returns
- Import data into tax preparation software
- Work with tax software applications, MS Excel/Word and Adobe in a paperless environment
- Keep up-to-date on current tax practices
- Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report the analysis
- Research and correct tax issues
- Ensure both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards
List of Typical Skills For a Tax Staff Resume
1
Skills For Tax Staff Associate Resume
- Current experience preparing/reviewing real estate and financial services partnerships, and high net worth tax returns
- Current experience preparing/reviewing real estate and financial services partnership, and high net worth tax returns
- Experience working on tax compliance and tax dispute matters in industry or consulting firm
- Strong working knowledge of income tax and provision software (i.e. OneSource), on-line research tools (i.e. RIA checkpoint), and accounting systems (i.e. SAP)
- Two to seven years relevant tax and accounting experience for large, public, global corporations either in a public accounting or corporate environment
- Recent tax experience in a medium to large public accounting firm
- Experience in public accounting. Recent graduates encouraged to apply
- Experience in preparing Form 990, 990-PF and 990-T information returns
- Tax experience in public accounting
2
Skills For Take-global Finance, Tax Staff Intern Resume
- Related experience, public or private tax/accounting
- Public accounting or industry experience with an emphasis on tax
- Previous tax accounting experience
- Tax experience in public accounting with a state and local tax focus
- Experience in public accounting
- Income tax experience at a public accounting firm or corporate tax department
3
Skills For Corporate Tax Staff Resume
- For senior, at least 2 or 3 years Customs or VAT technical experience
- Continue to gain client’s confidence through responsiveness and effective relationships
- Examines records and evaluates procedures to determine the effectiveness of financial controls
- Federal exempt organizations tax experience
- Good knowledge of Indonesian tax laws especially those related to tax compliance
- Develops strong relationships with firm and client personnel. Ability to proficiently use the firm’s income tax preparation software
- +2 years of sales and use tax experience
- Income tax compliance experience with a CPA firm and/or industry tax department
4
Skills For Controllers Tax Staff Resume
- Have strong knowledge of tax codes and interpretations
- Experience with Corporate Income Tax Returns and ASC 740
- 3 +years of experience
- Registered tax preparer with 2+ years recent tax return experience
- Some work experience (related or unrelated)
- Tax experience
5
Skills For Public Audit & Tax-staff / Seniors Resume
- Assembling, filing (both paper and electronic), scanning, and tracking tax returns, estimates, and extensions
- Managing, directing and monitoring client tax consulting engagements
- Formulating and delivering innovative tax planning and tax savings strategies
- Developing marketing initiative for tax planning strategies
- Using tax software, assist in the preparation of state and local tax returns, and supporting work papers
6
Skills For Se-san Juan Tax Staff Resume
- Researching and consulting on complex tax matters
- Working with an audit team to determine whether or not the tax accounts are appropriately stated for a media client's financial statements
- Graduating Date Range: December 2017 through June 2018
- Working with other tax professionals in a highly interactive team environment
- Preparing individual, business and trust tax returns for detailed review
- Responsible for identifying and implementing process improvement and automation throughout the tax reporting and filing process to gain efficiencies
7
Skills For State & Local Tax Staff Resume
- Ensure complete client satisfaction through open communication, managing and meeting deadlines and proactively sharing tax saving strategies
- Supports operations management by evaluating existing business practices and recommending improvements
- Assist in handling the correspondence related to federal, state, local, and foreign taxing authorities regarding tax notice resolution
- Staff development; engagement management including planning, budgeting and execution
- Responsible for using Power Plan Tax model and excel spreadsheets to calculate tax entries for book purposes and reporting disclosures
- Responsible for preparing of tax compliance concerning federal, state, local and foreign
8
Skills For Ntd-ne-dc-insurance Tax Staff JD / Llm-winter Resume
- Assist in developing tax planning recommendations for compliance and tax audits
- Provide project support to Tax Accounting and Planning group to achieve tax department goals
- Be proficient in identifying issues and coming up with solutions
- Prepare and review Forms 990, 990-PF and 990-T and provide advice to clients regarding exempt organization and tax return issues
- Tax planning and preparation of projections
- CPA or membership in the bar, or actively pursuing one of these certifications/licenses
- Work with multiple teams within the Company to resolve tax reporting issues
- Assist in the implementation of, and ongoing compliance with, the COSO 2013 Integrated Control Framework, as necessary
- Assist in the preparation of periodic audit, financial reporting and special project reports/summaries for distribution to Audit Committee and management
9
Skills For Federal Tax Staff Resume
- Join a growing and fun team
- · Masters in Accounting/Tax and/or 150 hours to meet CPA exam requirements
- Exhibit understanding of authorities, legal precedents, rulings, and regulation levels
- Meet with technical and financial professionals across client organizations, including the owner/managers or "C" level executives
- Prepare in-depth financial information through job costing strategies
- Research and apply principles of Accounting Standards Codification Subtopic 740
- Build new and existing client relationships
10
Skills For Tas-san Jose-transaction Tax Staff Resume
- Provide ongoing status updates to direct supervisor
- Pursue/share knowledge to develop professionally and enhance service delivery. Identify and sell opportunities for tax planning and other special services
- BS/MS in Accounting and/or Taxation
- Knowledgeable of tax reporting concepts, practices and procedures
- Conduct tax research utilizing checkpoint tax software and government websites
- Receive formal firm-wide training and continuous education
- CPA certification or working towards certification required
List of Typical Responsibilities For a Tax Staff Resume
1
Responsibilities For Tax Staff Associate Resume
- Written and verbal communication, delegation and time management skill
- Conducts and documents financial and operational audits
- Tests accounting and operational procedures to verify that they are meeting established standards. Ensures compliance with applicable laws, procedures and policies
- Prepares findings and recommendations for improvement in reports to management
- Provide audit assistance to co-sourced and independent auditors in their performance of quarterly reviews and annual audit
- Perform or support compliance, investigative and governance-related and other ad-hoc projects
2
Responsibilities For Take-global Finance, Tax Staff Intern Resume
- 150 credit hours and classes completed to sit for the CPA exam
- Participation in campus or community organizations
- Plan to complete the CPA exam within two years of employment with Rehmann
- Work long hours, proactive, initiate, independent, sense of urgency, team player, accurate/careful
- Results drive with ability to take initiative and meet deadlines
- Completed brevet A & B course is preferable
- EA, CPA, CEP and/or BAR certification/admission
3
Responsibilities For Corporate Tax Staff Resume
- Meet with clients and leverage your broad knowledge of current technologies to identify opportunities for claiming SR&ED in fields such as software development, cyber security, wireless networks, data analytics, defense, robotics, and the Internet of Things (IoT)
- Assist in reviews with the Canada Revenue Agency
- Competitive benefit package
- Multi-talk
- EA or CPA required
4
Responsibilities For Controllers Tax Staff Resume
- Additional proficiency in MS Word, Excel and Outlook
- Identify and resolve tax problems
- Tax Staff Responsibilities include
- Participate in community outreach events and initiatives
- Research and consult on various tax engagements
- Responsible for more complex tax return preparation
5
Responsibilities For Public Audit & Tax-staff / Seniors Resume
- Utilize tax preparation software to prepare and process returns
- Master’s in Taxation, required
- Import date into tax preparation software
- Develop and train Staff level team members
- Sales Use, Tax
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