Associate, Tax Resume Samples

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H Jones

Harry

Jones

4192 Idella Walks

Boston

+1 (555) 136 6479

4192 Idella Walks

Boston

Phone

p +1 (555) 136 6479

Experience Experience

Dallas, TX

Associate, Tax

Dallas, TX

Adams Group

Dallas, TX

Associate, Tax

Team player who enjoys working in a high performing culture and is open to evolving and changing priorities
Work closely with and assist other tax team members
Prepare monthly GST/HST and assist in the preparation and coordination of annual GST/HST and other indirect tax related filings
Gathering state apportionment data and providing responses to state notices
Assist in the preparation of tax account reconciliations
Prioritize workload in a timely fashion to meet deadlines
Review accounting data, financial reports, and supplemental information to be provided to outsourcing firms and identify omissions and potential issues

Phoenix, AZ

Associate Tax Analyst

Phoenix, AZ

Strosin, Wyman and Reichel

Phoenix, AZ

Associate Tax Analyst

Preparing and analyzing federal book/tax differences
Preparing federal, state and local S corporation, C corporation and composite tax returns
Preparing K-1 footnotes and information reported to S corporation shareholders
Assisting with various processes connected to federal and state compliance
Researching federal and state tax issues
Compile High Volumes of property tax bills in a timely manner for processing and payment
Preparation of sales & use tax compliance including accruals and providing external consultant information to prepare sales & use tax returns

present

Detroit, MI

Associate Tax Accountant

Detroit, MI

Morissette, Blick and Marquardt

present

Detroit, MI

Associate Tax Accountant

present

Assisting in preparing and entering Journal entries in Oracle financials application
Assisting with reconciliation of Tax Balance Sheet accounts
Assisting in preparation and submission of VAT (VAT/GST/Sales Tax) returns and workings for EMEA countries
Assisting in preparation and submission of Intra-community sales reports (Intrastat - EC Sales Lists/VIES) for EMEA countries
Working knowledge of Excel and Microsoft Word
Assisting in migrating tax workings from shared drives to dedicated Sharepoint site
Assisting in maintaining fixed asset registers for Tax purposes

Education Education

Bachelor’s Degree in Accounting

University of California, Santa Barbara

Bachelor’s Degree in Accounting

Skills Skills

Strong team player and a commitment to high quality, detailed orientated work
Intermediate/Advanced Excel knowledge, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc
High attention to detail and accountability in analytical assessments
Hard-working, detail oriented and committed to producing great end results
Strong customer/client focus with the ability to provide a superior customer/client experience and build long-term relationships
Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
Strong quantitative skills and demonstrated analytical and problem solving ability
Ability to communicate well with professionals outside the tax department
Working knowledge of federal/state/international taxation (Tax Generalist)
Strong writing skills

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Associate, Tax Resume Examples & Samples

Analyze and reconcile accounting data, including financial statements, G/L accounts and internal calculations to ensure accurate tax reporting
Creating and maintaining detailed tax workpapers to support book to tax differences
Preparing book to tax differences to derive federal taxable income
Preparing corporate and partnership federal and state income tax returns, extensions and estimates, state annual reports
Gathering state apportionment data and providing responses to state notices
Collecting and reconciling international tax compliance data from TW tax Divisional tax departments
Assist in the preparation and e-filing of the overall consolidation of the Federal consolidated and state combined income tax returns
Effectively use Corptax tax compliance and provision software
Ability to execute tax compliance project work plans; addressing needs and expectations within strict time deadlines
Prepare quarterly and year-end tax provision taxable income calculations in accordance with ASC 740 for various domestic and international legal entities
Prepare income tax expense forecasts for various domestic and international legal entities
Gather tax support for IRS audit examination inquiries
Ability to research recent developments in tax legislation regarding relevant issues and law changes impacting financial reporting and compliance
Communicate with and be a liaison between TW Corporate and Divisional tax departments
Leverage internal resources by collaborating with a wide network of internal and external tax contacts
Big Four experience preferred
Accounting and tax accounting experience required
Highly Proficient in MS Office (MS Excel) Other Requirements
Must be able to work well under time constraints and deadlines
Must be analytical and detail-oriented

Associate Tax Accountant Resume Examples & Samples

Based upon the assignment, prepares tax returns. The returns may include U.S. and International sales and use tax returns, annual reports, local license tax returns, partnership income returns, or other miscellaneous tax returns. Reconciles and analyzes the tax accounts associated with those returns, and makes proper business decisions based on the results. May prepare tax letters or other reports for Caterpillar Inc. or management
Researches tax issues and either acts based upon the research or advises management concerning alternatives. Issues may include U.S. and/or international transactions
May provide tax assistance to subs, branches or regional offices, dealers, customers and other departments within the Financial Products Division (FPD)
In the Income Tax area, prepares monthly accruals for state and/or federal income taxes, which may include Financial Accounting Standard (FAS) 109 analyses and returns to provision adjustments. May coordinate the Like Kind Exchange Program. Responsibilities may include, but are not limited to, capital assets, including monthly journal entries, providing reports to Caterpillar, Inc. and reconciling the associated accounts. Provides support on securitized transactions and service agreements
Provide accurate and timely information regarding various taxes to Caterpillar, Inc. or outside agencies
Ability to apply human relations skills
Demonstrated ability to use software packages associated with accounting, i.e. tax systems, spreadsheets, graphics, and word processing
Demonstrated ability to handle complex tax analyses and complex account analyses
Demonstrated ability to perform advanced tax research; put together audit materials and data; understand tax audit issues; and help with final research to resolve issues
Demonstrated ability to use tax and accounting systems to prepare 15 or more state tax returns, meeting all deadlines, keeping penalties and interest to a minimum, fully analyzing accounts; or the ability to use tax research skills to put together international tax research proposals, tax letters and provide these to the businesses with assistance and guidance
Demonstrated ability to handle tax audits and/or prepare data and proposed research solutions to more complex tax audit questions. Demonstrated ability to put together an audit plan; use audit preparation techniques; do advanced tax research; put together audit materials and data; understand tax audit issues; and help with final research to resolve issues

CIB Ops-tax PMO Lead-associate Resume Examples & Samples

3-5 years business process or technology project experience
Ability to articulate complex issues concisely and communicate effectively and comfortably with senior people
Ability to execute tasks under aggressive targets and effectively manage to changes in plan
Experience being PMO/project manager of large scale projects
Knowledge of Investment Bank businesses and high-level transaction flow would be an advantage
Knowledge of US and non-US Regulations (including Tax) a plus

Senior Associate, Tax Resume Examples & Samples

Preparation and review of tax returns
Attention to detail without losing sight of the big picture
2 to 6 years of professional experience – public accounting experience is required, but experience can include a combination of public accounting (tax) and/or industry

Associate / Senior Associate, Tax, Singapore Resume Examples & Samples

A recognized university degree preferably in Accounting/ Business or equivalent
At least 2 years / 4 years relevant tax experience for Associate/Senior Associate position(s) respectively
Ability to work in a fast-paced and changing environment

Senior Associate, Tax Resume Examples & Samples

Review taxable income calculations and work with outsourcing firm to resolve issues related to the tax treatment or presentation of particular items
Prepare quarterly taxable income estimates for investments
Document the year’s activity in each investment and summarize the tax implications
Prepare FIN 48 analysis documenting potential tax liabilities
Assist with preparing responses to investor questions and other special projects
Demonstrated ability to interact professionally with senior executives of the company
Ability to communicate well with professionals outside the tax department
Minimum of 4 years of work experience in federal or international tax
Prefer experience in partnership, private equity, and/or hedge fund tax
Experience with accounting firm required; middle market experience accepted and Big 4 experience preferred
Oracle experience a plus

Senior Associate, Tax Resume Examples & Samples

Maintain tax database schema; including utilities and procedures that produce the database documentation
Write code, complete programming and perform testing and debugging of department applications
Perform data mapping between internal systems and department master data schema; interacting closely with department to achieve quality results
Develop, maintain and document conversion procedures; including scripts, utilities and applications
Develop and maintain reports consisting of accounting financial data and supplemental non-financial information to be provided to outsourcing firms; includes identifying omissions and potential issues with the data
Support and improve tax processes by developing solutions to problems and inefficiencies
Recommend key initiatives to improve the tax compliance process
Respond to ad hoc requests for information/analysis in a fast paced operating environment
Capacity for strategic thought and ability to solve complex business problems
Solid quantitative and qualitative analytical skills
Strong attention to detail in analytical assessments; experienced in developing and maintaining high quality reports and analyses
Successfully engages in multiple initiatives simultaneously while maintaining high standards of quality
3-4 years of relevant work experience required
Strong SQL Server, T-SQL, .Net, Excel VBA and XML experience required
Hyperion Essbase and Oracle experience a plus

Data Entry Associate, Tax, Singapore Resume Examples & Samples

Compile information required for data entry to generate the tax computation
Enter data from source documents into prescribed database, files and forms to generate the tax computation
Print and compile reports, tax return and tax computation
Support and teaming with the professional teams in ensuring that client deliverables are prepared with accuracy and speed
Perform other responsibilities and tasks as required to achieve the agreed performance outcomes
Possess at least a GCE N / O Level / Diploma or equivalent
Prior experience in providing assistance in the tax return preparation and / or familiar with a professional services is preferred
Meticulous and able to enter data at the required speed accurately (at least 60wpm)
Strong work ethic, with customer service, communication, interpersonal and teamwork skills
Advanced skill in Microsoft Word (including styles and macros), Excel and PowerPoint
Good problem solving skills - ability to identify, resolve and overcome obstacles/problems

Financial Management Associate Tax Resume Examples & Samples

Works with the CSEs and administrative assistants throughout the client acceptance and engagement processes to ensure records contain accurate and up to date information
Works closely with the CSE to assist in the pricing of the engagement and to develop the planned engagement measures
Develops client and engagement economic measures
Develops and monitors possible economic outcomes to be used in monitoring specific engagements
Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE
Monitors client invoicing and collections, and proactively encourages billing for "out-of-scope" work
Determines billing and collections best practices
Works closely with the collection specialist and CSEs to ensure proper collection activities occur
Performs special projects and ad hoc requests

Senior Associate Tax Resume Examples & Samples

Prepare and review tax effect accounting calculation
Prepare and review periodic tax true-up, income tax reporting, tax wash-up and other tax reporting such as Present Entitlement, 45 Day Rule, Carve-out, Div16e, as well as AIIR
Perform required tax data analysis, testing and reconciliation
Respond to client, auditor and ATO queries in a timely and accurate manner
Mentor junior staff members and provide technical tax training where required
Provide assistance to projects related to tax matters

Tax ACR Client Accounting Associate Resume Examples & Samples

Prepare financial statements and ensure the integrity of the financial statements for both US and Local GAAPs accounting and reporting
Perform general book-keeping function and possess excellent technical knowledge of journal entries
Perform analysis of legal entity results; prepare general ledger account reconciliations
Maintain effective procedures of risk identification. Ensure appropriate risk mitigation and remediation of control gaps
Support clients’ internal control & compliance team on compliance matters and ensure a culture of compliance
Ensure adherence to accounting policies and schedules
Degree in Accounting or related
Accounting or related SAP knowledge (beneficial)
At least 2 years’ of relevant work experience; prior experience in MNC (beneficial) for Consultant role
Proven excellent team player

Associate, Regional Tax Manager, Singapore Resume Examples & Samples

Oversight of deliverables from the firm’s external tax vendor to ensure correct taxation treatment and tax filing positions
Partner with global expatriate tax team and operations team on development and implementation of efficient processes to support tax compliance for the expatriate population in the APAC region
Partner with the firm’s external tax vendor to provide tax advice to HR business partners in cross border expatriate tax matters such as double taxation issues
Manage the successful delivery of multiple tax projects in the region
Identify tax planning opportunities in the region and partner with appropriate teams on implementation
8+ years experience as an Expatriate Tax Practitioner
Strong consulting and oral/written communication skills
Solutions oriented and shows commitment to quality and timeliness of work product with an ability to multi-task

Associate, Tax Resume Examples & Samples

Review accounting data, financial reports, and supplemental information to be provided to outsourcing firms and identify omissions and potential issues
Prepare taxable income packages to be presented to senior tax management
Reconcile differences between book income and taxable income over the life of each investment
Research tax issues and document conclusions
Assist with compliance on reporting regimes such as FATCA and CRS
Assis in preparing and reviewing tax forms
Demonstrated ability to adapt to a rapidly changing business environment
Minimum of 2 years of work experience in federal or international tax

Senior Tax Associate / Tax Manager Resume Examples & Samples

4+ years of Straight Public or Private Industry experience; 4+ years of Federal Tax Compliance experience
Advanced data management and spreadsheet skills
Experience with Hedge Fund, Private Equity Fund, Publicly-traded Partnerships or REITs

Tax Team Lead / Senior Associate Resume Examples & Samples

Reporting and analysis of various metric
Implementing appropriate processes within the team
Identifying efficiencies and industry-leading practices that enhance quality and productivity
Delivering consistent standardization in Client correspondence; and,
Collaborating with other Team Leads to support overall process across Teams

Tax Policy Associate Resume Examples & Samples

Help develop and implement Airbnb’s tax policy strategy; including helping determine advocacy priorities and positions in the region
Work with legislative bodies and government agencies on Airbnb’s priority issues, including crafting and negotiating language for legislation, drafting comments on administrative regulations, and authoring substantive issue briefs and position papers
Monitor and research legislation and regulatory matters and advise the company with respect to tax policy challenges
Manage consultants and marshall external resources to execute our tax policy strategy
Advise internally on tax policy matters
Engage in research, writing and other activities to provide analysis and critical thinking on developments affecting Airbnb’s tax strategy in the region
Represent Airbnb in meetings with government and elected officials
Advise Airbnb’s teams on tax policy matters to guide development of products, services and policies

Associate, Tax Accounting Resume Examples & Samples

Coordination of Line of Business ETRs and results
Preparation of consolidated and separate entity tax footnotes (i.e. 10Q/10K)
Preparation of Regulatory tax calculations (i.e. Basel II)
Interacting with individuals across our global tax department and with key Corporate Finance and Line of Business personnel
The ideal candidate should have 3-6 years of tax accounting experience
Past experience with Thomson Reuters products including OneSource Tax Provision is a plus

Capital Markets Tax Group, Associate Resume Examples & Samples

Production and recording of a documentation package evidencing explicit review and hand-off of tax-critical portfolio attributes transmitted to custodians
Maintenance of global tax documentation database/log memorializing transmittal of documents to service providers
Provide support in overall custodial tax oversight framework including; analysis of tax-based MIS, maintenance / development of service level agreements, and service provider due diligence
Bachelor’s (or equivalent) Degree in Business, Accounting or Finance is preferred
Solid experience in accounting, legal, investment management, brokerage, capital markets, or custody is a necessity
Knowledge of or background in custodial business and general knowledge of cross-border withholding tax concepts
Highly organized, strong attention to detail with ability manage multiple work-streams with varied deadlines
Excellent capability to work as a member of both a regional and global team and collegially across various functions

Associate Tax Analyst Resume Examples & Samples

Assist in maintaining sales/use tax accounting policies and procedures
Assist in managing all sales/use tax and business license reporting requirements of company
Research sales/use tax law to ensure compliance
Assist in managing sales/use tax audits and resolve issues with various taxing authorities
Assist in special projects including tax-planning strategies
Assist various departments regarding sales/use tax policies and procedures, due diligence projects and planning
Assist in monthly reconciliation of all sales, use and property tax accounts
1+ years professional experience
Ability to manage various tasks and meet all compliance deadlines
Sense of ownership and a willingness to learn
Must be a team player and able to develop strong cross functional relationships
Must be a creative, strategic thinker, open-minded and able to identify opportunities

Senior Associate, Tax Resume Examples & Samples

Working closely with the Tax Partner and other senior tax staff to develop and implement tax planning assignments for clients
Developing solutions through debate and discussion, in teams and with clients
1 – 3 years of relevant tax experience
Enrolled or willingness to enroll in the CICA In-Depth Tax program
Excellent project management and organizational skills to handle multiple projects with conflicting timelines
Experience with MS office, Caseware and tax return and research software
Excellent interpersonal relations and demonstrated ability to effectively work with others in teams
Strong commitment to professional client service excellence

Research & Development Tax Credit Associate Resume Examples & Samples

Completing R&D tax credits for small, medium and large companies
Analyzing financial information and project data for tax credit calculations
Interviewing clients to understand their business and determine qualified expenditures
Preparing reports detailing qualifying R&D projects
Attending meetings and interfacing with C-Level executives
Preparing presentations and client communications
Planning, organizing and executing engagements on time and on budget
Developing and managing client relationships
Assisting with marketing and business development activities
Ability to write well-written tax memos based on professional tax research
Ability to work independently and be proactive in nature
The ability to develop strong internal and external relationships with clients and HA&W team members is required
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Minimal overnight travel is required for this position
Must have a reliable method of transportation to travel to client offices locally
R&D tax credit experience is preferred
Willingness to gain familiarity with judicial interpretations involving R&D and related matters
HA&W will consider Associate and Senior Associate level candidates for this opening

Global Mobility Services Tax Experienced Associate Resume Examples & Samples

Prepare or review US individual income tax returns for inbound and outbound international assignees and international assignment cost projection calculations, as required
Participate in arrival and departure tax meetings for expatriates and inpatriates
Prepare client correspondence on various individual tax issues
One to two years of progressive tax consulting experience, preferably including international expatriate taxation
Candidate should be familiar with the individual income tax issues and tax law including foreign national and expatriate issues, foreign tax compliance, and the tax equalization process
Ability to work with multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
Experience with a Big 4 firm preferred

Sales Tax Automation Senior Associate Resume Examples & Samples

Serve as the Project Manager on assigned third-party tax software implementations (Vertex, Thomson Reuters, ADP, Billsoft) and custom software development projects
Manage assigned system integration projects that involve major ERP and billing systems, such as SAP, Oracle, PeopleSoft, JD Edwards, etc
Requirements analysis and design for indirect tax software implementations
Manage programming for custom system interfaces and modification of preexisting interfaces
Manage testing and support of assigned system go-live projects
Develop and deliver key project documentation including requirements documents, design documents, and test plans
Help develop and lead staff to enable them to perform core project activities
Participating in Sales meetings and Proposal Development meetings
Network and develop key relationships both within Grant Thornton and externally
Experience – We are looking for someone with 5-10 years of experience leading technology projects and system implementations
Attention To Details – A must for this position as the smallest little detail makes all the difference in the success of our projects. We are looking for individuals who challenge themselves on their own deliverables to ensure that they delivered on time, are accurate, and require little rework
Comfortable with Technology – The resource must have a thirst for learning new technologies and must be comfortable around new systems
Experience Working with Data – The resource must have experience working with databases and be comfortable slicing and dicing large datasets to perform analysis for Clients
Hard Working – Individual must be willing to put in the time and effort on

Tax Automation Senior Associate Resume Examples & Samples

Support, modify, and upgrade various .NET (C#) applications used both internally and by clients
Learn our clients’ operations, processes, and business objectives, and utilize knowledge on engagements
Process client sales tax data through Grant Thornton’s systems to support the compliance outsourcing practice
Identification of process improvement opportunities using technology solutions to increase overall process efficiency
Trouble shoot client data issues encountered by US-based staff, as well as, staff located at the firm’s shared services center
Analyse and reconcile data to support the compliance process
Work under the direction of a Project Manager on third-party indirect tax software implementations (Vertex, Thomson Reuters, ADP, Billsoft) and custom software development
Perform system integrations with major ERP and billing systems such as SAP, Oracle, PeopleSoft, JD Edwards, etc
Program custom system interfaces and modify pre-existing interfaces
Test and support of system “go-lives”
Implement and maintain automated technology solutions
2+ years Java application experience
Strong object-oriented design and development
Hands-on experience with web services
Experience with ERP systems (SAP, Oracle, JD Edwards, PeopleSoft, etc.) and indirect tax systems (Thomson Reuters ONESOURCE, Taxware, Vertex)
Experience with XML / XSL / XSD

Associate Business Process Solutions Tax & Business Advisory Resume Examples & Samples

Bachelor, major in accounting
A qualification certificate is preferred, including but not limited to HKICPA, ACCA, or AICPA
Preferred 2-3 years' full-time related working experiences with accounting or corporate service providing companies in relevant job scope. 3-4 years full time experience with MNC corporate finance department is also welcome
Good understanding of IFRS or US GAAP
Strong business writing skills in both English and Chinese as well as fluent spoken English language and Mandarin
Be mature, proactive, committed, motivated with strong sense of teamwork

Senior Associate, Transactional Tax Systems Resume Examples & Samples

Provide excellent client facing service to multi-national companies with global indirect tax technology issues, including transaction analysis, supply chain, business expansion, and mergers and acquisition
Interact and support indirect tax discussions with cross functional teams such as Tax, IT, Purchasing, Sales, and Master Data
Prepare Sales and Use Tax (SUT) and/or Value Added Tax (VAT) Technology training presentations aimed at external and internal audiences
Assist with identification and documentation efforts as it relates to client business requirements for implementing VAT/sales and use tax compliance processes and system improvement
Assist Managers, Senior Managers and Partners in engagement administration and client billing
Lead testing, troubleshooting and error resolution efforts of the ERP and tax system
Two years of experience with SAP, PeopleSoft, Oracle, or Great Plains specifically the AP/PO, A/R or G/L modules
Two years experience in implementing or supporting major indirect tax technology solutions such as Sabrix, Vertex, ADP Taxware and similar for North American and/or global organizations
Bachelor's degree in Business, Accounting, or a related course of study from an accredited college/university
Understanding of key indirect tax processes and data drivers while possessing some industry background including retail, financial services, manufacturing and telecommunications
Good project management/coordination skills, with an ability to generate and plan work efforts and manage project schedules along with strong verbal and written communication skills, and a comfort interacting with C-level professionals
Ability to work on multiple client activities and meet with tight deadlines; ability to travel up to fifty percent of the time

Associate, Expatriate Tax Resume Examples & Samples

Write correspondence for companies with expatriate employees
Prepare miscellaneous tax, payroll, and international assignment cost projection calculations
Prepare tax returns, equalization calculations, and other miscellaneous tax forms for expatriate employees
Review U.S. payroll reporting, withholding for wages paid to expatriate employees for accuracy including annual compensation statements
One year of experience in expatriate or individual tax
Working towards a CPA or Enrolled Agent designation

Senior Associate, Tax Technology Resume Examples & Samples

Manage large data sets including data in unusual formats, transforming data into a usable form, and aggregating data as needed using a variety of tools
Assist in developing custom data analysis solutions to address client specific problems and provide meaningful insight
Prepare documentation and analytical reports that effectively summarize and present procedures, assumptions, and conclusions
Lead a team, interact directly with clients and other resources to obtain relevant data and documents in formats consistent with project objectives and deadlines, review project deliverables, and resolve project issues
Three to five years of experience working with relational databases such as SQL Server (preferred) or Oracle
Prior experience managing large data sets, including extraction from source systems, data cleansing and transformations, and providing preliminary descriptive and advanced analytics findings to business challenges

Associate, Japanese Tax Resume Examples & Samples

Provide regulatory representation and tax provision preparation and review
Work as part of a multi-disciplinary team helping to provide a wide range of tax services to Securities Exchange Commission (SEC) clients
One year of corporate tax experience
Excellent research, writing, and project management skills
Client focused and results-driven

Senior Associate, Partnership Tax Resume Examples & Samples

Provide tax compliance and advisory services to Partnerships, REITs and LLCs for a variety of Financial Services clients
Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
Experience with corporate taxation, consolidations, partnerships ,and a solid knowledge of FAS 109

Experienced Associate, Tax Technology Resume Examples & Samples

Support team with a variety of data analytic tasks including: data collection/retrieval from source systems, data loading/normalization, testing for accuracy/completeness, analysis/modeling, and reporting/communicating results
Support large data sets including data in unusual formats, transforming data into a usable form, and aggregating data as needed using a variety of tools
One to two years of experience working with relational databases such as SQL Server (preferred) or Oracle
Prior experience supporting large data sets, including extraction from source systems, data cleansing and transformations, and providing preliminary descriptive and advanced analytics findings to business challenges
Excellent organizational, oral and written communications and people skills, attention to detail, able to multi-task, follow through and work independently as well as within a team structure
Demonstrated problem solving and critical thinking skills
Ability to travel based on client and business demands

Tax Credits & Incentives Senior Associate Resume Examples & Samples

Assistance with conducting quality R&D tax credit studies for the Firm's clients which involves reviewing work papers and returns, conducting interviews with client personnel relating to their R&D activities, resolving technical issues and performing tax technical research
Assistance with tax consulting services, including section 199 Domestic Production Activities Deduction (DPAD), among others such as accounting method assessments, design and implementation of projects related to revenue and expense recognition, capitalized items, fixed assets and inventories
Developing business and industry expertise along with specialized knowledge of tax laws and regulations relating to the R&D credit and DPAD
Assistance with managing and implementing multiple projects simultaneously, which includes client interviews, computations, analysis, data gathering and coordination of McGladrey and client resources
Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients - communicate directly with client personnel, including operations, finance, accounting, and engineering
Assistance in our business development efforts by participating in feasibility reviews to determine the potential cost and benefit of a full study and recognizing opportunities for providing additional services to clients
Assist with drafting opinion letters, responses to IRS and state inquiries and writing other technical memoranda
1- 5 years of tax or audit experience preferably in a large public accounting firm, those with an engineering or scientific background will also be considered
Strong social skills including a dynamic personality and excellent communications
Natural curiosity
Ability to take detailed notes in a fast paced environment
Extremely organized and responsive
Good judgment
Available for up to 75% travel during the busy season

Associate Tax Research Analyst Resume Examples & Samples

Draft tax research documents that includes relevant facts, analysis and conclusions
Review all tax research documents prepared by team members
Responsible for delivering SLA’s & KPI’s
Maintain process documentation and ensure the team follows the same
Responsible for people and performance management
Identify and conducts training on new tasks
Create reports and process metrics and prepare necessary project management tools
A bachelor's degree in law, commerce, accounting, business or a related field, or equivalent combination of work experience and education to meet the requirements of the position
Prior experience in Sales & Use tax research will be an added advantage
Experience/familiarity of Indirect Tax Softwares like Taxware, Vertex, Sabrix, etc., will be an added advantage
Demonstrated ability to read and interpret statutes, regulations and rulings
Strong knowledge of computer applications, including MS-Word, MS Excel, MS Access and Adobe Acrobat (optional)
Proven ability to be a team player and work under strict deadlines in a fast-paced environment with minimal supervision
Minimum 2 years of Team handling experience
Ability to perform quality assurance review; prepare procedural documents and metrics as required
High attention to detail and ability to meet strict deadline
Expertise in Project Management and Quality Management
Setting up performance benchmarks for team and targeting entitlement levels in terms of team as well as individual performance
Conduct individual monthly feedback sessions and provide inputs during performance appraisals
Coaching and mentoring team members while defining their career paths
Expertise in preparing and reporting out Monthly/Weekly/Quarterly/Half-yearly and Annual dashboards

Associate Tax Analyst, International Taxation Resume Examples & Samples

Assisting with data collection efforts from Johnson & Johnson’s approximately 500+ foreign companies, including providing support to users of the internally developed data collection software
Preparing US tax returns for the foreign affiliates and the overall compliance efforts; this includes performing the preliminary review of certain aspects of the tax returns and assisting with preparing various analyses
Assisting with gathering of tax data in response to Information Document Requests (“IDRs”) issued by the Internal Revenue Service (“IRS”) as part of the federal income tax examination
Performing calculations of the tax provision for international operations during the forecast cycles and reviewing the legal entity reporting submissions
Assisting with ad-hoc projects and general tax department support, such as filing, copying, binding of documents, etc
A minimum of a bachelor’s degree is required, preferably a major in Accounting or Finance
Some internship work experience in industry or Public Accounting is preferred
Self-directed individual with strong communication and partnering skills
Strong analytical skills, time management, and prioritization skills are required
Ability to proactively identify and implement process improvements is preferred
Ability to plan and organize multiple tasks and to achieve mandated deadlines is strongly preferred
Proficiency in MS Office Professional (Excel, Word and PowerPoint) is required.Tax

Associate Tax Accountant Resume Examples & Samples

RIC (Registered Investment Company) tax compliance analyses
Excise/Fiscal Distributions and compliance requirements
Fiscal and Excise Tax filings
Shareholder tax reporting
Supply disclosures for annual shareholder reports
BA in Accounting or Finance
2-5 years of Mutual Fund accounting or related experience preferred but not required
RIC tax, Partnership tax or securities taxation preferred
Organized, able to manage multiple priorities
Detail oriented, able to meet critical deadlines

Tax Regional Coordinator Associate Resume Examples & Samples

Planning and executing meetings and events often in a different office or location in the region
Providing phone/voicemail coverage
Creating and scheduling calendar entries
Drafting written communications (proposals, presentations, and memos)
Submitting time and expense reports
Overseeing mail and package distribution
Conducting database support; and,
Making travel arrangements
Utilizing effective written and verbal business communication skills when interacting with external clients and firm staff and/or management within a professional services business environment, including the use of the standard suite of Microsoft Office software (Word, Excel, PowerPoint) to execute related deliverables
Performing as a team member; building solid relationships; communicating in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback; and communicating potential conflicts to a supervisor
Applying business acumen and specialized technical know-how involving administrative support
Participating in business practices-related sharing activities, continuously developing and communicating industry-leading practices within formal and informal networks
Work independently, managing multiple projects simultaneously, and leveraging a complex, matrix organizational structure

Associate Domestic Tax Analyst Resume Examples & Samples

Bachelor Degree in Accounting/Finance, MST Degree and/or CPA is preferred
Relevant experience in federal and state corporate taxation (whether industry or public accounting, or some combination thereof)
Experience and proficiency preparing tax workpapers supporting federal and state income and non-income tax filings
Experience in federal and state tax compliance including nexus, multi-state apportionment rules (e.g., cost-of- performance versus market-sourcing versus single-sales factor, etc.)
Ability to work independently in a fast-paced environment with strong ownership of his/her function
Results driven with high level of initiative, teamwork, urgency, accountability and integrity
Hard working, quick learner with a positive attitude
Ability to prioritize and manage time effectively
Must be able to juggle multiple projects and demands in extremely fast-paced, demanding environment
Experience with tax return software is a plus (especially Corptax)
Experience with accounting software is a plus (especially Oracle and Hyperion)
Understanding of tax accounting is a plus

Associate Tax & Business Advisory Resume Examples & Samples

Minimum 1 years' of tax experience
Strong in interpreting and analyzing financial statements and a general aptitude for quantitative analysis
Self-motivated, mature, a strong sense of responsibility with positive working attitude and able to work independently with minimum supervision
Excellent command of both written and spoken English and Chinese (Cantonese or Putonghua); other languages will be an advantage
Holder of Macau ID card is definite an advantage

Senior Associate, R&D Tax Credits Resume Examples & Samples

Work with multi-disciplinary teams to conduct Research and Development (R&D) Tax Credit consulting services, including leading client interviews and discussions, performing tax technical research, and developing business and industry expertise
Assistance on federal tax consulting services, including section 199 domestic production activities deduction, accounting method assessments, design and implementation of projects related to revenue and expense recognition, capitalized items, fixed assets and inventories
Communicate directly with client personnel, including operations, finance, accounting, and engineering
Assist in managing and implementing multiple projects simultaneously, which include client interviews, computations, analysis, data gathering and coordination of KPMG and client resources
Perform engagement management activities including billing analysis, invoicing and engagement setup

Associate, Expatriate Tax Resume Examples & Samples

Compose correspondence for companies with expatriate employees
Prepare miscellaneous tax, payroll and international assignment cost projection calculations
Prepare tax returns, equalization calculations and other miscellaneous tax forms for expatriate employees

Senior Associate, ERP Banking, Treasury & Tax Resume Examples & Samples

Translate and influence business and functional solution requirements with Finance(Banking/Tax/Treasury) stakeholders
Support the global deployment of ERP within the corporation
Develop, prototype, test and implement SAP FI/CO banking/Tax/Treasury solution enhancements
Review and analyze solution enhancement requests to determine complexity and provide resource/cost estimates
Perform thorough analysis to identify all potential impacts for change requests
Timely decision making and problem solving skills
Demonstrated ability to interface with both technical and non-technical staff effectively to support computer systems initiatives and business process improvement
Ability to work independently and balance multiple projects and tasks simultaneously
Ability to work in a matrix organization
Ability to quickly understand emerging information technology trends, relevant to the pharmaceutical industry, and their impact on business processes
Customer-focused attitude
Ability to effect change and communicate its importance with internal stakeholders

Associate BA / Ba-cas Controlling & Tax Resume Examples & Samples

Share better practices and act as a Corporate tax ambassador outside the area
Support to other groups or teams within area of responsibility
Bachelor or Master in finance or accounting from an international recognised institute
5+ years of experience in an accounting/economy/business analysis function from a larger organisation
Solid knowledge about tax, accounting, reviewing, reconciliation, presentation and interpretation
Advanced user of Microsoft Office
Knowledge of SAP – Finance module (FI) is an advantage

Associate, Tax Resume Examples & Samples

Liaise with external consultants in filing both Canadian and foreign income tax and other tax filings
Prepare monthly GST/HST and assist in the preparation and coordination of annual GST/HST and other indirect tax related filings
Assist in the preparation of monthly and annual Reg 105 & Part XIII withholding tax filings
Assist in the preparation of tax account reconciliations
Work closely with and assist other tax team members
Interact with Accounting, Investment and Finance departments and various external parties to gather relevant information for tax compliance filings
Provide tax advice and counsel on tax compliance to other internal departments
Interact with CRA, other foreign revenue authorities and external parties to resolve compliance tax issues
Identify internal control and systems improvements and implement process and procedure changes
Maintain up-to-date process documentation and tax control schedules
Perform other ad hoc requests and special projects

Senior Associate, Salt-income Franshise Tax Resume Examples & Samples

Assist multi-state companies with state and local tax issues including compliance, advising, planning, and controversies
Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
Review information presented on state income tax returns before, during and after preparation
Two years of experience performing tax research and providing technical advice on multi-state tax issues
Ability and desire to perform in a high-energy team environment

Associate Tax Accountant Resume Examples & Samples

KNOWLEDGE/SKILLS/ABILITY: Basic knowledge of Accounting and Tax. Basic knowledge of finance, financial planning, accounting, and tax areas of a business. Basic knowledge of GAAP, SEC and IRS reporting requirements. Basic time management, communications, and organizational skills. Ability to adapt and learn and apply professional concepts. Vertex and Oracle experience a plus
JOB COMPLEXITY: Works on problems of limited scope where analysis of data requires evaluation of identifiable factors. Performs assigned tasks by implementing dictated methods and techniques for obtaining solutions. Assists with the preparation of tax returns (e.g., State, Local, Income, Indirect etc.). Assists preparation statistical and financial reports, both on a regular and a specially assigned basis. Assists in preparation and analyzes tax records and reports. Assists in preparation claims for tax refunds. Maintains company tax records and files. Keeps current on tax laws and regulations
SUPERVISION: Operates under high supervision
EXPERIENCE/EDUCATION: High school diploma or equivalent required. Bachelor's degree in Finance, Accounting or related discipline required. Typically requires 0-3 years of professional accounting experience. Experience in tax or accounting preferred
PHYSICAL DEMANDS: General office environment. May require long periods sitting and viewing a computer monitor. Moderate levels of stress may occur. Ability to work extended hours during close

Tax & Audit Associate Resume Examples & Samples

Responding to Firm and client requests as needed
Provide basic accounting, bookkeeping and operational support to clients
Assist with the preparation of individual, partnerships, corporate and nonprofit tax returns
Preparing Individual tax returns
Compilation of financial statements for Businesses under GAAP and OCBOA
Ability to travel for overnight stay at audit clients
Ability to quickly learn and solve problems with incomplete information
Ability to effectively communicate questions and answers to enhance sharing of information
Ability to organize records
Bachelors Degree with CPA eligibility
1-3 years experience in public accounting, preferred
Demonstrates competencies in accordance with the Performance Management Process
Has or can quickly learn technical skills required to complete individual returns
Communicates well with teammates and clients
Proficient in Microsoft Office and basic business technology

Senior Associate, Tax Technology Resume Examples & Samples

Work with Tax business teams to identify anomalies, trends and derive insights in large volumes of data to support Tax Planning, benchmarking and other initiatives
Work effectively with various technology groups, clients and tax domain experts
Create Key Performance Indicators / Dashboards to measure results of predictive models and datasets with appropriate visualization for structured and unstructured data as well as big data
Work with Digital Labor team to lead/assist with visualization
A minimum of three years of experience with SQL data/Excel manipulation and querying skills
Bachelor’s degree from an accredited college/university or foreign equivalent (Master’s degree preferred) in engineering, computer science, information systems, management information systems or related fields
Data Visualization using tools such as Powerview, Qlikview, Tableau or D3
Digital and/or interactive graphics, data visualization, data mining and data analysis
Statistical methodology and data management concepts
Knowledge of current trends in the market for data mining and visualization tools

Senior Associate, Tax Technology Resume Examples & Samples

Assist with data acquisition from disparate systems and in different formats including ERP systems, web, databases and excel
Perform machine learning, natural language, and statistical analysis methods, such as classification, collaborative filtering, association rules, sentiment analysis, topic modeling, time-series analysis, regression, statistical inference, and validation methods
A minimum of two years of experience statistical programming background one or more languages: R, Python, SAS
Master’s degree from an accredited college/university or foreign equivalent in engineering, computer science, information systems, management information systems or related fields, or a Bachelor’s degree with a minimum of an additional two years in a related field in lieu of Master’s degree
Expert in Machine Learning (SciPy, numpy, etc.) and Big Data tools (Spark, Hive, Pig, etc)
Git contribution, presence in kaggle, if any, is a big plus
Development experience with one or more programming languages (C#, Java) and database technologies (SQL Server, etc) is a plus

Tax Account Associate Resume Examples & Samples

One to two years of experience in financial accounting activities
Well-developed accounting, tax accounting, mathematical, and analytical skills
Basic knowledge of government and regulatory laws and regulations
Basic knowledge in financial analysis, forecasting, and planning

Associate Tax Accountant Resume Examples & Samples

Assisting in preparing and entering Journal entries in Oracle financials application
Assisting in maintaining fixed asset registers for Tax purposes
Assisting with reconciliation of Tax Balance Sheet accounts
Assisting with inputting of Tax Balance Sheet reconciliations into Cadency reconciliation system
Assisting with gathering appropriate VAT input documentation (invoices/credit notes etc.) for EMEA countries
Assist with the recovery of overseas and employee expenses VAT refunds
Provide pro-actively support for VAT audits in EMEA countries
Assisting in migrating tax workings from shared drives to dedicated Sharepoint site
Assisting in preparation and submission of VAT (VAT/GST/Sales Tax) returns and workings for EMEA countries
Assisting in preparation and submission of Intra-community sales reports (Intrastat - EC Sales Lists/VIES) for EMEA countries
Qualified/part qualified accountant or equivalent work experience
Oracle knowledge an advantage
Multi-national company experience an advantage
Understanding of VAT concepts an advantage
Excel knowledge

Senior Associate, Tax Transformation Resume Examples & Samples

Three years of experience in basic accounting, including account reconciliations, accounting for income taxes, and/or income tax compliance
Experience in data acquisition or extraction from enterprise systems such as SAP, Oracle, and PeopleSoft; experience managing and manipulating data using Microsoft Access, including structuring data for transfer and load to recipient systems, tax process design and documentation
Experience in implementing the ONESOURCE/CORPTAX suite of products
Demonstrated application of analytical skills to perform calculations and articulate issues of average complexity

Associate Tax Accountant Resume Examples & Samples

Your strong computer skills, knowledge of Microsoft Office Products (such as Word or Excel), and ability to train on and work with different operating systems
Your strong organizational and time management skills
A team oriented attitude is critical as we work with team members to provide complete data to business partners

Senior Associate, Tax Resume Examples & Samples

Reviews accounting data, financial reports, and supplemental information to be provided to outsourcing firms and identifies omissions and potential issues
Reviews taxable income calculations and works with outsourcing firms to resolve issues related to the tax treatment or presentation of particular items
Prepares quarterly taxable income estimates for investments
Reviews federal and state tax filing requirements for investments and calculates estimated payments
Prepares and reviews taxable income packages to be presented to senior tax management
Documents the year’s activity in each investment and summarizes the tax implications
Reviews Schedule K-1s and attached schedules to be delivered to investors for completeness, accuracy, and consistency
Reviews tax returns prepared by outsourcing firms for completeness and accuracy, and analyzes and researches any issues in connection with the preparation of tax returns
Reconciles differences between book incomes and taxable incomes over the life of each investment
Researches complex tax issues and documents conclusions
Respond to tax due diligence requests
Researches and calculates the withholding tax requirements of the fund
Assists with federal and state tax audits
Prepares FIN 48 analysis documenting potential tax liabilities
Assists with preparing responses to investor questions and other special projects
Performs ad hoc and special projects as assigned
Ability to work in a dynamic, deadline-driven environment
Strong customer/client focus with the ability to provide a superior customer/client experience and build long-term relationships
Demonstrates professional maturity that represents the organizations image
Minimum of 4-5 years of work experience in federal and state tax
Prefer experience in international, partnership, private equity, and/or hedge fund tax
Proficiency in Word, Excel, Outlook, and PowerPoint (Microsoft Office Suite)
Intermediate/Advanced Excel knowledge, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc
Planning - Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals

Associate, Tax Processing Resume Examples & Samples

Process corporate and individual tax returns while working within a variety of internal databases
Assemble and complete tax returns according to government standards and in timely manner
Obtain taxpayer information from the client and update the database with taxpayer details
Coordinate the KPMG e-filing process
Minimum two years of administrative or tax processing experience; preferably within a tax department or professional services environment
Accurate data-entry skills and detail-oriented with strong organizational, customer service and communication skills

Associate Tax Analyst Resume Examples & Samples

Compile High Volumes of property tax bills in a timely manner for processing and payment
Reviews property tax bills and recommend action
Assist in processing property tax payments
Maintain files for property tax data both digital and hard copies
Maintain property tax values and property tax payments in OneSource software
Prepares and maintains property tax data that is necessary for property tax returns
Gathers data in preparation for property tax audits
Participates in tactical planning and execution of team projects and process improvement efforts

Emind FY CBS EYK TAX Knowledge Manager Supervising Associate Resume Examples & Samples

Be agile and prioritize competing challenges, manage multiple projects and stakeholders with varying perspectives simultaneously
Adapt to constantly changing work requirements while assimilating new information, analyzing it and effectively applying it
Take initiative and be proactive in a fast-paced and highly challenging environment
Quickly define and solve problems; escalate issues as appropriate to achieve success
Be adept at managing conflict toward resolution
Willing to challenge status quo using diplomacy as required
Be accountable for collaborating with and influencing key stakeholders and achieving results across countries, functional groups, and time zones, and with diverse teams and working styles
Work with the Tax R&I Knowledge Manager team lead to establish plans and timelines, set priorities, and define metrics to measure progress and degrees of success
Ability to collect, analyze, and present data in both detailed and executive formats to communicate program progress and facilitate decision making
Ability to depict complex issues in graphics, excellent visualization and design skills
Advanced skills with MS Office tools, primarily Excel, PowerPoint, Word; and MS SharePoint
Working knowledge of Data Visualization tools like Tableau and Spotfire
Experience with online research databases and websites, business information tools and corporate intranets
Excellent interpersonal, presentation, verbal and written communications skills
Fluency in English, both spoken and written required
Strong networking and relationship-building skills
Willingness to learn new technologies and be innovative in applying to knowledge solution
Expected to self-direct projects; Ability to work independently and across geographies as part of a wider project team
Strong project management and coordination abilities
Expected to work with team members from multiple functions within EY Knowledge
5-8 years working in a knowledge management role for professional services / management consulting firms
Experience of working with geographically dispersed teams
Experience of successfully managing and implementing complex projects
Ability to present knowledge principles, theories and topics in a clear, comprehensive and compelling manner within a business context using business language

Senior Associate, Tax Policy Resume Examples & Samples

Representing NAB Asset Servicing in ACSA working groups
Maintenance and development of Tax Policies for Australia and New Zealand, including, assessing industry practice, managing internal and external client tax updates and periodic external reviews
Notifying business of relevant changes arising from new legislation or ATO guidelines
Providing technical advice on tax matters to Tax Services and various groups and stakeholders within the Asset Servicing business
Liaising with external tax advisors (including relationship maintenance)
Assisting in presentations to prospective, new & existing clients regarding Tax Services and Policy
Preparation and review of taxable income for trusts and superannuation funds
Experience with Asset Servicing systems, eg Hi Portfolio would be a plus
Strong organisational skills (including planning, project management and task prioritisation) and experience in change management
A sound knowledge of training techniques and philosophies and strong verbal and written communication skills
Experience in an environment dealing with large volumes and tight reporting timeframes
Our Business Capabilities

Associate Director, Individual Tax Resume Examples & Samples

Manage the Partner Tax Services team responsible for providing individual income tax compliance, counseling, projections, notices and other related financial support services for KPMG Partners within the firm
Accountable for office practice decisions including risk management, resource allocation, and development of team members
Serve as technical specialist for all tax technical matters as it applies to individual federal and state income taxes
Act as the point of contact for client service issues
Minimum twelve years of related experience in high net worth taxation within professional services or similar environment
Bachelor's degree in Accounting, Finance, or related field from an accredited college or university; Master’s degree preferred
Licensed CPA or Enrolled Agent required
Proficient with Microsoft Office Suite applications, including Outlook, Word, Excel
Knowledge of web-based document storage and income tax software
Ability to work extended hours during peak tax periods

Financial Administrative Associate for Tax Department Resume Examples & Samples

Coordinate and prepare data for meetings and conferences, act as a resource on departmental policies and procedures, update and maintain the accuracy of all records and files, as required by the team eg. collection of statutory tax documents from local entities for storing on Company tax database, maintain control files of matters in progress and follow-up to ensure actions are completed,
Manage Intercompany agreement process flow, execution, filing and retention, compose and prepare routine correspondence and assist in developing presentations, support procurement processes for the team - to raise purchase orders and submit manual payments requests. Ensure all supporting documentation is correct to prevent delays in approval process. Liaise with procurement department about queries and errors,
Vendor profile maintenance – onboarding of new vendors, supplier profile management – up to date banking details, contact information, liaise with accounts payable to ensure that purchase orders and invoices are processed correctly and payments for vendors are paid on time, maintain Fee tracker spreadsheet for the team and track the spending versus the forecasted budge, submitting of the forecast of CIT payments to Treasury, investigation of reasons of discrepancies between forecast and actual payments
Ad hoc report preparation and other administrative activities for the team (*e.g. PoAs tracker for VAT, OWM report for Direct Tax team, IC agreements quarterly summary), business Continuity Plan maintenance, make travel arrangements for team, in line with Company policy, to include hotel accommodation, car hire, visas etc.,maintain relevant organization charts for EMEA Tax, maintain up-to-date records of departmental (sickness, holidays and movements etc),
Special projects as delegated by the manager – *e.g. support for other Tax teams – APJ Co-sourcing PO creation, involvement in Tax Automation team project, support for new hires – close cooperation with Facilities, IT department, organize team building activities

Tax Analyst Associate Resume Examples & Samples

Takes the lead on calculating and filing business licenses for both Merial Inc. and Merial Select, which is an annual responsibility. Also brings up to date the calculating and filing the business licenses for Merial Select for past years in all jurisdictions in which they had gross receipts
Responsible for requesting, scanning, tracking and reports for the sales tax exemption certificates in the eNable system for both Merial Inc. and Merial Select
Supports the Tax Analyst in preparing Merial’s property tax returns and performs computations to determine Merial’s liability for real estate and personal property tax. Gathers detailed asset data and assigns it to the appropriate asset category; researches state and county tax laws to determine which assets are exempt from tax. Determines the need for additional information. Compares and analyzes year-to-year tax changes and processes tax payments. Also, prepares unclaimed property returns
Supports the setting up and maintaining customer accounts and company products in the sales tax software. With support from the Tax Analyst or Manager, determines tax exemption eligibility for new customer accounts. Responds to customer calls regarding sales tax issues; analyzes question/problem and resolves issues as necessary, referring complex questions to Tax Analyst or Manager
Back-up for processing and entering sales tax credits to correct customer accounts through the use of Vertex sales tax and Oracle financial software
Supports department in helping to prevent financial exposure for Merial by gathering, tracking and refreshing customer sales tax resale certificates on a state-by-state basis
Supports/back-up when needed in monitoring outsourcing of state and local sales tax filings; generates sales tax extract files and reports them for the sales tax return preparation. Ensures that data is formatted appropriately to download to third party vendor. Analyzes and prepares sales/use tax accrual account reconciliation between general ledger and amounts being remitted
Provides support to Tax Manager/Analyst for sales tax audits and property tax audits by gathering reviewing audit information
Two to four years of on the job experience in areas of sales and use tax, accounting and finance and at a minimum an Associate’s Degree. Accounting classes are desirable
Must have strong communication skills to speak effectively with customers, government agencies, tax auditors and management within Merial
Organizational skills for prioritization of work, record keeping, multi-tasking and managing multiple deadlines; and analytical skills to evaluate data and

Associate, Tax Processing Resume Examples & Samples

Arrange the monthly data received into the proper tax location codes, tax types, tax categories, authority levels, taxpayer entities, and tax amounts
Bachelor’s degree in Business, Accounting, or a related field of study from an accredited college/university
Ability to manage time in order to complete between 300-500 monthly returns accurately and in timely manor

Senior Associate Operations Tax-uk&i-permanent Resume Examples & Samples

Build relationships with various stakeholders including those at a senior level within the business
Good data analytical skills combined with attention to detail and commitment to high quality
Plan, manage and prioritise deliverables
Strong communicator, able to communicate effectively at all levels both internally and externally and has a positive impact
Exercise good judgement, knowing when to flag issues and when to make own decisions
Pro-active "can do" attitude that is receptive to change and a flexible approach

Associate Tax Analyst Resume Examples & Samples

At least 2 years of income tax preparation experience within a Public Accounting firm or corporate tax department is preferred
Experience working with ProSystem fx or similar commercial tax software preferred
Ability to manage time and company resources effectively
Exceptional troubleshooting and problem-solving skills
Ability to effectively prioritize tasks and multitask

Tax, Trusts & Estates Associate Resume Examples & Samples

2+ years of relevant experience
Experience working for a firm that specializes in sophisticated estate planning, probate and trust administration, guardianships, business succession planning and tax planning for high net worth individuals, business owners, and fiduciaries
LLM in tax or estate planning (required)
Excellent academic credentials, both undergraduate and law school
JD and LLM from a top tier law school (required)
Member of the Florida Bar (required)

Tax Accountant, Associate Manager Resume Examples & Samples

Preparation of tax calculations for alternative investment funds including
A recognised accounting or tax qualification (CPA, ACA) from a recognised national body or in later stages in the qualification process
Proficiency as Microsoft office
High level ofnumeracy, proficiency in double entry book-keeping,with prior statutory accounting experience
Prior experience of international or domestic tax compliance; above all, you must have an appreciation of how tax systems work
Attention to detail but also the ability to let go when appropriate
Ability to work under pressure and a self starting personality
An enquiring mind
Prior experience in respect of banking, funds or insurance
Experience in implementation or design of tax accounting systems
Use of programming language at some point in the past, whether as part of previous job, as a private enthusiast or as part of a course (e.g SQL, basic, visual basic)

Associate Tax Accountant Resume Examples & Samples

Preparation, processing, and analyzing financial data using various accounting and tax systems to support tax accounting records
Timely and accurate preparation and filing of tax returns and other compliance assignments
Assistance in monthly and quarterly book close processes on an as needed basis
Preparation and review of standard work process documents as part of continuous improvement
Assistance in preparation and support for information requested from outside tax auditors and other tax controversy work
Strong interpersonal, communication, organizational and leadership skills

Dallas Seasonal Tax Master Limited Partnerships Senior Associate Resume Examples & Samples

Interpreting and applying the relevant aspects of the following US Tax Code sections as it relates to partnership structures and UPREITs, especially performing specialized tax consulting and consultations
704(b), 704(c), 707, 751, 743 b
Consulting and modelling pre- and post- IPOs
Marketing and business development efforts
Interpreting, preparing and processing multiple information to calculate partnership allocations, reviewing and reconciling the outcome of this information as it relates to multiple Partnerships and UPREITs
Managing the process for and reviewing Federal and State tax returns
Collaborating across disciplines to design and implement systems and process enhancements
Preparing Form 1065 and K-1
Identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate written communication; and balancing project economics management with the occurrence of unanticipated issues
Leading teams to generate a vision, establishing direction and motivating members, creating an atmosphere of trust, leveraging diverse views, coaching staff, and actively promoting continuous improvement and innovatio

Associate Tax Accountant Resume Examples & Samples

Assist in the preparation of standardized financial reports based on set procedures
Prepare and input general ledger entries by utilizing set procedures and various accounting systems
Retrieve data from various source systems to perform reconciliation routines
Review and update job documentation
Perform spreadsheet work to help analyze and distribute requested financial data to internal customers in a clear concise format
Bachelor’s degree with a minimum 3.0 cumulative GPA. Additional requirements may apply
Degree in accounting, finance, business administration, or equivalent training preferred
Related internships or work experience
Broad knowledge of accounting practices and procedures
Understanding of statutory accounting fundamental and related financial statements

Associate, Tax & Audit Resume Examples & Samples

Working on audit, review, and compilation clients
Preparation of financial statements
Responding to Firm and client requests, as needed
Provide basic accounting, bookkeeping, and operational support to clients
Assist with the preparation of individual, partnership, corporate, and nonprofit tax returns
Prepare individual and commercial tax returns
Respond to Tax Authority notices
Preparation of personal property tax returns
Updating of fixed asset/depreciation records

Tax Supervising Associate Resume Examples & Samples

Support tax compliance for US inbound and outbound transactions
Prepare excel spreadsheets to help prepare international tax returns
Support and review international payroll tax issues
Carry out tax research, and prepare responses to inquiries from various tax jurisdictions and EY business leaders
Research tax laws, statutes/regulations, etc., to achieve firm compliance
Prepare position papers relating to tax issues
Identify processing, tax and/or accounting issues, and resolve or escalate these accordingly
Help develop and maintain procedures and training materials
Assist with or lead special projects as requested
Gain advanced knowledge of the firm's business, organization structure, policies, and financial applications
Proficient in MS Office suite, with a focus on MS PowerPoint and Excel
Demonstrated positive attitude and approach, with a willingness to accept new challenges, and a flexible approach to change
Ability to comprehend organizational communications, announcements, and other change management initiatives
Demonstrated capability to interact and communicate with senior management and leadership
Commitment to delivering quality work, with a desire to team with others, and help create a positive work environment
Ability to prioritize multiple projects and assignments
Strong attention to details a must
Good understanding and knowledge of international tax principals
A minimum of 3-5 years of tax, accounting, finance or related experience , preferably with a Big 4 or Professional Services accounting firm
Bachelor's degree, preferably in accounting with experience handling international tax issues
CPA , Masters in Tax, or JD beneficial

Senior Associate, Tax Technology Resume Examples & Samples

Review sales, use, and telecommunications tax data received on a monthly basis from KPMG compliance clients to determine if it is in the proper format for input into KPMG’s mechanized tax processing systems
Proficiency in Microsoft applications, including Excel, Access, SQL Server, XML, PowerPoint, Project, Visio, or process mapping software as well as a strong technical awareness and basic knowledge of global indirect tax issues
Effective oral and written communication skills to use internally, with clients and state and local agencies
Ability to manage time in order to complete between 300-500 monthly returns accurately and in a timely manner

Tax Accountant Associate Resume Examples & Samples

Provide I-9 compliance support including I-9 tracking and updating and e-verification issues
Provide International employee support including: Glacier compliance, international treaty tracking and compliance, and 1042-S compliance and support
Provide International payroll support related to treaties and taxation
Provide tax compliance support including: 1099-Misc, Sales and Use tax compliance, foreign payment processing and review, employee fringe benefit processing or review
Advises departments regarding appropriate accounting procedures and methods
Reviews computer reports and investigates and reports or corrects inconsistencies and errors
Keeps informed by researching and evaluating appropriate professional and related legal literature as assigned
Experience in performing detailed numerical computations
Experience in preparing detailed reports
Evidence of effective verbal and written communication skills
Experience in using Microsoft Office software
Experience working effectively in a team
Evidence of effective communication both verbally and written

Tax Experienced Associate Resume Examples & Samples

Bachelor's degree in Accounting or related field would be desirable but not required
Masters in Accounting
Strong technical skills in accounting and tax preparation and research, review experience a plus
Ability to handle multiple tasks simultaneously

Tax Accountant, Associate Resume Examples & Samples

Manage the tax matters pertaining to the fund and corporate entities of BlackRock Australia
Manage timely and accurate calculations of all tax figures for Australian fund distributions/tax returns
Ensure review and follow-up of external advisor queries on fund distributions
Assist the APAC withholding tax manager in relation to international tax responsibilities relating to fund investment and withholding tax reclaims, exit procedures, set ups and tax disclosures requirements for Australian funds
Actively participate in the implementation of new fund tax issues and tax reform
Ensure that internal procedures, industry rules and regulations are respected
Assist with tax knowledge sharing in the organisation
Maintain good relationships with the Fund custodian relationships, auditors, external advisors and internal clients
Take responsibility for the quality of service to assigned internal clients and others
Perform and/or monitor quality and internal controls for all team deliverables
Organize the day to day production of all tax compliance deliverables in line with expectations
Identify issues and problems in process and take remedial action, along with internal procedures
Monitor errors and potential breaches; escalate enquiries where further information is required
Degree in Finance/Accounting
CA/CPA
3-5 years tax experience
Extensive knowledge of Australian taxation law, regulations and cross border tax issues
Funds management industry experience
Proven ability to connect the dots across operating functions
Strong stakeholder management skills

Senior Associate, Tax Accounting Resume Examples & Samples

Assist with the preparation of ETR computations for the annual plan and strategic plans. Provide ETR numbers for annual guidance and quarterly updates to guidance
Liaise with senior management globally to understand the business in order to identify and assign the proper tax resources to the operation
Review subsidiaries’ year-end tax accounting submissions and work with non-U.S. controllers to finalize. Address PWC auditors’ questions with respect to the subsidiaries’ tax provisions
Prepare uncertain tax position computations, including current year reserve additions, adjustments to prior year, computation of interest, and impact of audit settlements
Prepare all provision to return templates and adjustments for non-US subsidiaries prior to filing returns. Ensure adjustments are properly input into tax accounting software
Review all roll forwards prepared by non-US controllers and consolidate them in the taxes payable roll forward model
Review all taxes payable reconciliations, and deferred tax justification schedules prepared by the non-US controllers and ensure that they are accurate and complete. Liaise with Corporate Accounting and FP&A to ensure that company has appropriate legal entity reporting to meet the tax accounting needs
Prepare documentation related to SOX 404 controls including updates to controls and monitoring compliance on a quarterly basis with controls. Work with Internal Audit and PWC in their walkthrough and review of controls
Assist with the global tax compliance process including coordination of tax return calendar with non-US controllers, liaising with outside tax advisor, monitoring status of completion, and addressing ad hoc issues and concerns as they arise
Monitor changes in Federal and International tax law and assess their impact to CRL
Identify opportunities for process improvements
Education: Bachelor’s degree (B.A./B.S.) or equivalent in Finance, Accounting or related discipline. Masters in Taxation preferred

Senior Associate, Domestic Tax Resume Examples & Samples

Perform tax compliance process including review of all Federal and state income tax returns, estimates, extensions, and related work papers, schedules and disclosures
Assist with US Federal and state tax planning initiatives
Monitor changes in Federal and state tax law and assess impact to CRL
Prepare forecasts of significant permanent items and deferred tax adjustments for monthly ETR calculations and quarterly tax provisions
Assist in the review of the year-end provision and Onesource input for US entities and the review of US Federal and State provision to return adjustments
Review and ensure the accuracy of the Federal tax depreciation calculations
Assist with domestic tax planning and accounting methods including production deduction, UNICAP, Sec. 162(m), and state tax matters
Assist in the preparation of the Company’s effective tax rate calculation in accordance with ASC 740 on a quarterly and annual basis and prepare necessary reports
Prepare the tax calculations and associated journal entries as it relates to stock compensation on a quarterly basis
Provide guidance to lower level staff as required
Oversee the US tax calendar and ensure tax returns are filed timely
Assist in the Federal and State estimates and extension process ensuring timely and adequate payments to avoid penalties
Research, identify and recommend corporate tax reductions opportunities
Respond to all notices regarding Federal and State income taxes
Education: Bachelor’s degree (B.A./B.S.) or equivalent in Finance, Accounting, or related discipline. Masters in Taxation or J.D. preferred
Experience: Four to six years directly related experience

Associate Tax & Fixed Assets Accountant Resume Examples & Samples

Monthly Preparation of Bank Reconciliation
Monthly Preparation and Filing of Withholding Taxes (Final Withholding Tax, Withholding Tax on Wages, Expanded Withholding Tax)
Monthly and Quarterly preparation of Value Added Tax
Preparation of requirements for BIR-related compliance
Preparation of lapsing schedule for fixed assets and preparation of fixed assets related journal entries
Maintains ownership of the reports and working papers
Protects organization's value by keeping information confidential
Other related tasks within the scope of accounting
At least 1 year(s) of working experience in accounting, preferably tax accounting
Newly passed Certified Public Accountant (CPA) may be considered for the position
Must possess at least Bachelor’s Degree in Finance/Accountancy or any related field
Average to Excellent Microsoft excel skill is required
With strong analytical skills and ability to work independently and as part of a team
Must excel at multi-tasking and pay great attention to detail
Dynamic and pro-active
High level of passion to learn new things and adapt to a challenging task

Associate, Tax Knowledge Management Resume Examples & Samples

Provide guidance and support on how to effectively deploy tools and help ensure timely maintenance of content
Monitor email boxes for content submissions, feedback, and requests; process requests accordingly
Liaise with technical support on issues related to performance of internal tax sites and external tax research platforms
Develop and prepare communications, help materials, online demos, and guides on tax knowledge management tools
Upload content to tax sites and categorize appropriately, as well as prepare reports and related documentation
Advise content owners and practice groups on content management processes and on optimal delivery of their content
Minimum one year of experience working in knowledge management, information services, or related role within a professional services firm or similar environment
Proficiency in Microsoft Office Suite applications including Word, Excel, PowerPoint, and Outlook
Strong Microsoft SharePoint site administration skills including page creation and editing, document library and list creation, web part views creation, document uploading, tagging, and user permissions

Senior Associate Tax Analyst Resume Examples & Samples

Is tenacious, decisive, nimble and quick
Anticipates needs and problems while creating solutions
Demonstrates a sense of urgency, contagious optimism and a “can do” attitude
Is strategic, astute and forward-thinking
Greets challenge and change as opportunity
Is authentic, transparent and leads by example, holding self and others accountable
Inspires, motivates and collaborates with others
Stretches across borders, breaks silos and builds effective partnerships with customers and colleagues
Embraces and leverages diversity of culture and thought

Associate Tax Analyst Resume Examples & Samples

Preparation of federal and state and local tax returns, estimates, and extensions
Preparation of sales & use tax compliance including accruals and providing external consultant information to prepare sales & use tax returns
Preparation of property tax compliance including payments, accruals, forecasts, providing external consultant information to prepare property tax returns and general property tax issues
Preparation of the Canadian HST and QST returns
Assists with all tax audits including sales & use, federal, state and local, and Canadian federal, HST and QST
Assists with preparing appropriate documentation to support Cooper Standard Automotive’s R&D credit
Assists with the preparation of annual transfer pricing documentation
Assists with special projects within the Tax Office (Federal, State, & International)
May, on occasion, be required to perform duties other than those specified in this description
Undergraduate degree in business with an emphasis in accounting
Up to two years of corporate income tax experience in corporate tax department or public accounting firm
Experience with Federal and SALT (including Property & Sales/Use tax) compliance
OneSource Income Tax and HFM Smart View experience a plus
CPA certification a plus
Excellent computer skills (HFM, SAP, Excel, Word, etc.)
Ability to work independently and assume tasks with minimal supervision
Willingness and ability to travel, as necessary

Tax Documentation Associate Resume Examples & Samples

Review and process W-8BENE, W-8IMY, W-8EXP and W-8ECI documents
Monitor FATCA and Chapter 3 Change in Circumstances and US Indicia reports
During Tax Season the employee will be required to handle a large amount of call volume coming into the group. They will be required to communicate on a professional level with Financial Advisors, and branch personnel on questions related to client accounts. The employee will have to be well versed and will have to handle a wide range of complex tax reporting inquires
They will be required to participate and oversee various mailings that are required by the IRS. These mailings include, the IRS B-Notice, C-Notice, W9 Due Diligence, and W8BEN Recertification. They will coordinate ours efforts with our IT group, prepare communications to our branch offices to advise them of the mailing and work closely with our mail and print vendors

Tax Experienced Associate Resume Examples & Samples

Prepare business and individual returns
Continue developing technical skills with emphasis on developing an area of expertise
Gain experience to begin to delegate work to staff and able to review tax returns. The amount and complexity of work delegated will depend on experience level
Maintain excellent relations with client
Communicate with supervisor regarding work-loads and project status
Bachelor’s in accounting required, Masters in Tax preferred
CPA License or working towards obtaining CPA license is a plus
2-3 years of experience in public accounting is preferred
Knowledge of CCH Prosystems is a plus
Knowledge and understanding of accounting including bookkeeping and journal entry preparation preferred

Associate, Tax Resume Examples & Samples

Assist with compliance for global reporting regimes
Assist in preparing and reviewing tax forms
Strong quantitative skills and demonstrated analytical and problem solving ability
High attention to detail and accountability in analytical assessments
Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
Develops and drives accountability for self and others
Minimum of 2 years work experience in federal and state tax
International and/or partnership experience
Prefer experience in private equity and/or hedge fund tax
Prefer some tax experience with Big Four firm
Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact

Senior Associate Tax Resume Examples & Samples

CA Inter with 2-3 years of experience in Direct Taxation
India direct tax compliance knowledge and Experience in India tax litigation & tax compliance
Good communication & interpersonal skills
Strong IT skills (MS Excel)
Organized, methodical, able to deal effectively with multiple priorities and do multitasking
Knowledge of an ERP package (particularly PeopleSoft) is preferable
Experience on UK/Singapore tax and US GAAP tax reporting will be an added advantage

Associate Commodity Tax Analyst Resume Examples & Samples

Support the team in gathering GL details, transaction information, and supporting documentation
Preparation of commodity tax returns
Filing tax returns and remittances
Support month end tax account clearing and adjustment of journal entries
Prepare monthly sales tax account reconciliations
Assist in updating sales tax status for products and providing system updates
Assist with government tax, internal and external audits, and gathering the necessary information for audit queries
File, maintain, and organize tax files/records
Ad hoc project related work
University degree in Finance/Accounting or business related discipline
Accounting designation (CPA, CA, CMA, CGA)
2+ years of working experience with exposure to commodity tax
Advanced working knowledge of Microsoft Excel, Word, Access
Strong systems and technology background
Excellent organizational and planning skills with an ability to manage multiple tasks simultaneously
Superior written and communication skills
Proven ability to work with a great deal of confidential information and maintain absolute discretion
Industry experience in a merchandise related environment is considered an asset
Experience with PeopleSoft and JDE is considered an asset
Completion of In-depth GST/HST course

Operations , Asia Tax Utility, Associate Resume Examples & Samples

This role is responsible to perform the processing function for all aspects of HK stamp duty regulatory reporting and make Hong Kong stamp payments to the Hong Kong Stock Exchange and the HK Inland Revenue Department
The role is also involved in assisting with HK stamp process renovation and any ad hoc queries / system testing reviews, New Product Approvals that have Hong Kong stamp implications and undertake various other tax processes
Analysis of tax related exception reports, investigations around breaks and identification of the root cause
To provide tax related operational support in response to queries coming from the business and/or clients in respect of Asian transaction taxes including securities transaction taxes, withholding taxes and capital gains taxes
Develop knowledge in taxation requirements, process and systems for a number of Asian operational transaction tax procedures
Process and procedure documentation, review and maintenance
Partner with the other tax utility teams to streamline global operational tax processes
LI-HL1
Minimum, 4 years of experience in an Operations role, with as solid understanding of one or more business areas, e.g. Equities, Fixed Income, Listed and OTC Derivatives
Previous experience in dealing with HK stamp duty and other Asia operational tax processing is useful
To thrive in a teamwork environment, strong interpersonal skills
Operational mindset focusing on improving operational tax processes and procedures
High level of ownership and accountability
Service orientation, sense of urgency, ability to manage internal clients’ expectations, follow-through and professionalism; and
Strong analytical skills with an ability to understand complex workflows

Associate Tax Processing Specialist Resume Examples & Samples

File/amend tax returns timely in accordance with Agency, Region and Client requirements
Develops and updates current filing/research records and procedure
Telephone contact with internal and external areas
Tax filing experience for Amendment or Late Original
Thorough knowledge of research and filing procedures and resources
Thorough knowledge of the automated tax system
Organizational skills are a must

Associate Tax Processing Specialist Resume Examples & Samples

Provide Tier 1 customer support
Conduct correspondence with customers and representatives
Organizational Skills: the ability to multi-task, set priorities, and follow up in a timely manner

Associate, Tax Knowledge Management Resume Examples & Samples

Develop and maintain practice pages on the web portal, including creative image design, and provide recommendations and guidance to Tax practice groups to create new practice pages, collaboration team sites, or other online solutions
Identify and document business requirements and processes to help ensure efficient, cost effective and reliable project
Microsoft SharePoint site administration skills including page creation and editing, document library and list creation, web part views creation, document uploading, tagging, and user permissions
Experience with or knowledge of Adobe Flash, Photoshop, Captivate, InDesign, HTML, Web design, collaboration tools, and content management systems preferred

Senior Associate, Tax Processing Resume Examples & Samples

Apply client specific business rules to the tax data received from tax compliance clients to modify the data for input into KPMG mechanized tax processing systems
Process the data for the returns using one or more of KPMG’s mechanized tax systems
Identify, document, and recommend client technological business requirements for sales, use, and telecommunications tax compliance processes, and system improvements
Bachelor’s degree in business, accounting, or a related field of study from an accredited college/university
Effective oral and written communication skills to use internally, and with clients and state and local agencies

Senior Associate, Income Tax Resume Examples & Samples

Review information presented on state sales and use tax returns before, during, and after preparation
Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects
A minimum of three years of experience in providing sales and transactions tax research and technical advice on multi-state issues
Bachelor’s degree, J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university

Senior Associate, Value Added Tax Resume Examples & Samples

Identify, document, and recommend client technological business requirements for implementing business development activities, sales and use tax compliance processes, and system improvements
Combine recommended services with client’s financial system and business processes
Design, test and troubleshoot indirect tax technology
Possess technical awareness in State and Local Tax and Value Added Tax
A minimum of two years of experience with global indirect tax systems such as Sabrix,Vertex or Taxware and Global indirect tax process flows such as order to cash, procurement, master data, or inter-company transfers
Bachelor’s degree in business, accounting, or a related course of study from an accredited college/university
Possess a broad industry background including retail, financial services, manufacturing and telecommunications; hands-on experience with various business development activities and tax software
Strong skills in indirect tax information systems, including strong project management skills and the ability to analyze client business needs
Advanced ERP (SAP, Oracle, PeopleSoft) systems experience especially in the AR/AP and GL modules
Self-motivated with the ability to generate and plan work effort and manage project schedules and priorities with clear written and verbal communication skills; ability to travel thirty percent of the time

BA / Coordinator, Associate, Tax Projects Resume Examples & Samples

The Business Analyst (BA) will be required to work with the Operations, Business, IT, Compliance, Legal and tax teams to implement the tax regulations (CRS, FATCA, 871m)
The Business Analyst will have to lead some streams like client remediation, reporting or withholding from the different tax regulatory projects
The Business Analyst will have to design and deploy process and controls to produce regulatory reporting, apply withholding or identify client with respect to the tax regulation requirements
Ensure the good delivery of the project deliverables
Write business requirements
Design and deploy procedures
Train operational teams
Explain regulatory requirements to IT coordinator and IT Business Analysts
Run the UAT regarding the different IT developments
Organize, animate workshops and formalize minutes
Communicate achievements and issues to the project manager
Raise identified risks to the project manager
Business analysis experience including the ability to understand and describe data flows
It will be essential for the BA to have previous experiences in regulatory projects
It will be a plus for the BA to have previous experiences in tax regulatory project covering FATCA, CRS or 871(m)
It is highly desirable that the BA has previously held a similar role in a financial institution

Associate Business Tax Resume Examples & Samples

Assist in preparing draft memos/ response letters/ draft tax computations/ draft returns
Able to apply tax concepts effectively to client's facts and circumstances, and in compliance work
Assist in office projects or other specific projects as assigned by the manager
Minimum Bachelor / Master Degree from reputable universities with excellent academic result (minimum GPA 3.00), preferably majoring in Accounting/Taxation
Strong analytical and advisory skills
Able to work in fast moving and demanding environment
Highly proficient in MS. Office

Senior Associate Audit / Tax Resume Examples & Samples

Complete all aspects of accounting, tax, and audit engagements for clients including status updates to engagement managers. Adhere to all quality control standards as required
Identify and communicate audit issues, technical matters, and improvement opportunities with Managers and Directors to resolve client issues during the audit process
Review associates’ accounting or auditing work: provide constructive reviewpoints
Prepare and review federal and state tax returns for partnerships, C corporations, S corporations, trusts and estates, and individuals
May supervise Associate’s on engagements
3 years of experience in public accounting or related field
1 year supervisory experience preferred
CPA candidates preferred
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

Tax Transactions Associate Resume Examples & Samples

Provide consultation on transactions tax and various commercial issues
Advise clients on a wide-range of cross-border tax implications
Create and promote strategies that effectively facilitate and limit the implications of taxes on businesses

Associate, Income Tax Resume Examples & Samples

Conduct research and analysis of a wide range of tax issues related to business transactions and tax implications of financing techniques for a variety of entities and their affiliates
Participate in tax-planning for corporate clients
Interface with client personnel to obtain information and delivery a high quality project on time and on budget
Clearly communicate work plan and project objectives to project team
Assist with tax compliance needs of select clients
Opportunity to network with existing and prospective clients and allows the individual to assume additional responsibility quickly
Advanced Degree: MPA, MST, MAcc, JD or LLM
CPA or Licensed Attorney (or in the process of pursuing)
Excellent verbal and written communication skills and ability to articulate complex information
High motivation to learn and grow
Detail-oriented and possess strong organizational skills to excel in a deadline-driven environment

Associate, Tax Resume Examples & Samples

Liaise with best in class external consultants in filing both Canadian and foreign income tax globally, as well as other tax filings
Maintain an ongoing effective working relationship with internal Accounting and Finance groups and external tax providers to ensure issues are discussed and resolved and financial controls and reporting requirements are met
Build a reputation as a subject matter expert in the global compliance tax domain for issues related to Tax compliance
Continually strive for operational excellence; seek ways to streamline processes, create operational efficiencies and foster a culture of continuous improvement, enhanced controls and data integrity
Ensure process documentation is kept up to date
Prioritize workload in a timely fashion to meet deadlines

Tax Experience Associate Resume Examples & Samples

Complete all aspects of accounting, tax and audit engagements for clients
Strive to attain charge hour goals
Must have completed at least one “Busy Season”

100

Associate Tax Analyst Resume Examples & Samples

A Bachelor’s Degree in Accounting, Finance or related discipline
Ability to manage multiple objectives and projects
Ability to formulate conclusions and recommendations using facts and data
Demonstrate ability to research tax related statutes, regulations and court cases
Proficiency with Microsoft Access, Word, Excel, and PowerPoint software. Experience with CorpTax software and Oracle Business Systems – JDE and EBS is a plus

101

Senior Associate, R&D Tax Credits Resume Examples & Samples

Provide research and development (R&D) credit knowledge and experience on an industry basis
A minimum of two years of experience assisting with R&D credit projects and/or two years of experience reviewing corporate/partnership tax returns
Prior tax experience within a public accounting firm, corporation or law firm
Bachelor’s degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university

102

Associate Tax Analyst Resume Examples & Samples

You have strong tax preparation software and Excel skills
Preparing federal, state and local S corporation, C corporation and composite tax returns
Preparing K-1 footnotes and information reported to S corporation shareholders
Preparing and analyzing federal book/tax differences
Assisting with various processes connected to federal and state compliance
Researching federal and state tax issues
Assist in responding to questions from senior management , business units and outside tax advisors
Key Member of the State income tax team responsible for multi-state apportionment preparation and analysis
Responsible for fixed asset management and reporting, including analysis of capital vs. deductible expenses

103

Tax Department Temporary Associate Resume Examples & Samples

Pulling Invoices for audit from the internal drives
Researching invoices and payments in SAP
Other invoice related and data mining duties as needed
Above average computer skills, with a strong numerical aptitude
Ability to utilize Excel for Spreadsheets etc
Must be extremely detail oriented with the ability to multi-task
Goal oriented with the ability to meet firm deadlines
Work environment is office atmosphere, quiet conditions
Continual writing, typing, sitting, vision and hearing (or modified communication)
Occasional extended periods of pulling hard files in file cabinets

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