Tax Planning Cover Letter

I would like to submit my application for the tax planning opening. Please accept this letter and the attached resume.

In my previous role, I was responsible for support to the International tax group by requesting financial information from US foreign owned subsidiaries for tax planning/compliance/audit purposes.

My experience is an excellent fit for the list of requirements in this job:

• Experience with the Financial budgeting and planning process, ideally in a retail environment
• Knowledge of multiple products in the Oracle EPM product suite including Hyperion Planning, Essbase, ASO Analytics, Data Relationship Management (DRM), FDM/FDMEE, Hyperion Financial Management (HFM) and Close Suite
• Knowledge of or experience with Oracle GL
• Actively participate in the development and implementation of tax planning proposals for strategic initiatives such as acquisitions, divestitures and corporate reorganizations
• Provide tax advice in areas such as transfer pricing, tax audits and legislative changes
• Keep abreast of legislative and administrative changes, inform impacted stakeholders and recommend and assist in the implementation of necessary changes
• Perform and/or review tax due diligence with respect to acquisitions
• Supervise and lead the implementation of tax research and planning projects

Please consider me for the tax planning opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for leadership and represent tax in M&A activity as it pertains to US international tax.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Experience with financial services and regulated environments
• Demonstrated experience with other relevant substantive areas, such as insurance or GAAP accounting for US taxes
• Collaborate with Director, State Tax to identify proactive state income tax planning opportunities and support to business leaders to effectively integrate state income tax planning with business activities and opportunities
• Collaborate with Director, State Tax to perform legal entity rationalization and execute, where appropriate
• Collaborate with Director, State Tax and Director, Global Tax Planning to provide M&A due diligence support regarding state income taxes
• Perform tax research related to state income tax issues for tax planning matters
• Review calculations and data analysis for state income tax planning matters
• Review and present oral and written recommendations and conclusions regarding results of analysis and research for state income tax planning matters

Please consider me for the tax planning opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for support for the US International group, Tax Controversy team, Tax Accounting team as well as cross-functional teams.

Please consider my qualifications and experience:

• Provide direction and support on significant global tax audit matters and support all notification/reporting matters for tax risks arising from strategic tax planning initiatives, reorganizations or acquired through M&A
• Oversee adherence to the organization’s tax policies and objectives
• Lead all US and Canadian federal tax compliance
• Lead US state & local and Canadian provincial income, property, sales, and VAT tax compliance
• Lead state and local tax credits and economic incentives, including application for new credits
• Big 4 accounting firm or major law firm experience in tax
• Extensive knowledge and experience of the tax aspects of alternate investment strategies, hedge funds, private equity funds and financial products, including reviewing legal documents and offering memoranda related to investment funds
• Experience with U.S. federal withholding and information reporting and Common Reporting Standard reporting for alternative investments

In response to your job posting for tax planning, I am including this letter and my resume for your review.

In my previous role, I was responsible for income tax forecasting and tax provision analysis including leaning of existing processes, establishment and monitoring of global income tax reserves, analysis of valuation allowances, foreign remitted and unremitted earnings, tax credits and assessments of impacts of current and future Tax law changes.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Working knowledge of withholding and information reporting for Qualified Intermediaries and Nominees
• Strong knowledge of current tax laws, regulations and proposed rule changes as related to partnerships and investment funds
• Working knowledge of US mutual fund tax issues
• Strong written and oral skills to explain tax aspects of alternative funds to sales force, clients and non-tax peers
• Implement and promote the strategy for the delivery of Tax Consulting Services to BMO Wealth Management’s high and ultra-high net worth client segments (the “Clients”)
• Participate in the development of technical content and lead educational and training programs for BMO Wealth Management relative to Tax Consulting Services for BMO Advisors
• Provide commentary and awareness on emerging tax planning trends, new relevant legislation, to BMO Advisors and their Clients through articles and advanced planning solutions
• Experience with financial and tax planning for holding companies, trusts and active business entities

I am excited to be applying for the position of tax planning. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for and assist tax legal services, research & planning for domestic and international operations with the objective of developing and implementing strategies that minimize tax exposures while ensuring compliance with all applicable tax laws.

Please consider my qualifications and experience:

• Prepare written recommendations and conclusions regarding results of analysis and research for state income tax planning matters, where deemed appropriate
• Perform ASC 740 reserve analysis, computations and documentations on state income tax planning
• Prepare and/or review ASC 740 memoranda, where appropriate
• Maintain and review legal changes in state tax laws that impact state rates for provision
• Lead portion of Tax Department meeting to report legal changes in state tax laws as part of the quarterly ETR process
• Collaborate with Director, State Tax and Real Estate to identify, coordinate, implement and support significant state tax credits and economic development incentives
• Prepare and/or review compliance requirements for key credits and incentives for business segments
• Manage day-to-day workload allocation, performance or utilization of staff