Senior Tax Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the senior tax analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

L Simonis

Leila

Simonis

92304 Ebony Prairie

Los Angeles

+1 (555) 435 5407

92304 Ebony Prairie

Los Angeles

Phone

p +1 (555) 435 5407

Experience Experience

Dallas, TX

Senior Tax Analyst

Dallas, TX

Kulas, Murazik and Kihn

Dallas, TX

Senior Tax Analyst

Identify opportunities for process and automation improvements and help develop and implement the improvements
Work with Tax Manager on developing and documenting tax policies and procedures
Provides first line support to the Team Manager on specific issues/projects and acts as a deputy of the Manager
Foster teamwork, instil continuous improvement and drive performance excellence
Assist in updating tax technology workpapers, procedures, and documentation to improve the efficiency of the department
Record Retention: Document all compliance and planning work with good workpapers and archive the workpapers in accordance with NWNA procedures
Work is reviewed to ensure that services provided meet established objectives and schedules

present

Phoenix, AZ

Senior Tax Analyst

Phoenix, AZ

Watsica, Jones and Fadel

present

Phoenix, AZ

Senior Tax Analyst

present

Provide and assist Tax Management with the providing of direction, counseling, and instruction to other Tax Staff
Provide work guidance and technical assistance to staff in solving work problems and issues. Oversee day-to-day activities and priorities for various projects
Provide and assist Tax Management with external auditors
Assist in the management of federal and state audits, including drafting responses to government inquires and analysis of audit workpapers
Develop and manage client relationships while supervising tax professionals working on client projects
Perform review of Tax Analyst’s work and provide coaching/mentoring to other members of team
Provide and assist Tax Management with periodic meetings including with the subsidiaries to discuss business and tax issues/opportunities

Education Education

Bachelor’s Degree in Accounting

Seton Hall University

Bachelor’s Degree in Accounting

Skills Skills

Strong knowledge of general accounting, with knowledge of financial investment issues being
Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team
Knowledge of and ability to apply math computation skills including basic addition, subtraction, multiplication, and division
Excellent organization skills and ability to manage many deliverables with limited supervision
Strong organizational skills and ability to handle numerous details
Ensures Accountability - holds self-accountable to meet commitments, conscious of where projects stand and able to provide balanced feedback regularly
Very strong attention to detail and ability to handle multiple tasks
Strong working knowledge of Onesource tax compliance software desired
Strong analytical skills and ability to work well in a changing environment
Solid tax technical knowledge in corporate and partnership income taxation

Create a Resume in Minutes

15 Senior Tax Analyst resume templates

Read our complete resume writing guides

Senior Tax Analyst Resume Examples & Samples

Providing tax estimates to limited partners
Analyzing withholding issues that impact partners global investments
Preparing state withholding taxes; and
The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic
Familiarity with and understanding of a busy tax season
5+ years of individual tax experience

Senior Tax Analyst Resume Examples & Samples

Integral member of the Tax Department’s tax reporting and compliance team. Concentrated responsibility for US GAAP based global tax reporting, planning, and forecasting
Core responsibilities include ASC 740 analysis for company’s worldwide activities
Core responsibilities include the calculation of global income tax provision; liaison with others in the tax function to ensure accurate information flow into tax reporting process
Core responsibilities include global tax forecasting and scenarios modeling for effective tax rate and cash tax planning and for management reporting purposes
Core responsibilities include the maintenance and analysis of income tax accounts and assistance with other FIN 48 and ASC 740 calculations
Core responsibilities include assistance with SEC filing disclosures related to taxes
Core responsibilities include the income tax reporting for special transactions, including joint ventures, mergers & acquisitions, and dispositions, both in the US and in non-US jurisdictions as assigned
Perform tax research and calculations as requested
Provide assistance in the calculation of Federal book/tax differences, calculation of federal estimated tax payments, and timely and accurate preparation of tax returns and related tax basis balance sheets
Provide assistance in the areas of state and international taxes
Support the tax management team with their on-going efforts to minimize both US GAAP and cash tax expenses
Proactive communication on tax related matters with the company’s corporate/divisional finance teams, legal, and business development departments
ASC 740 preparation, analysis, and tax forecasts
Proven knowledge of US and/or non US income tax principles
Excellent Advanced Excel skills a must
Excellent tax research and writing skills
SAP or BPC experience a plus
Strong communication and interpersonal skills
Excellent oral and written communications skills, with the ability to clearly communicate goals and motivate internal and external constituents with confidence
Must be able to interact effectively with management team, corporate partners and members of the tax department
A superior work ethic and a dedication to the highest work quality and job excellence
Must have the legal right to work in the United States
CPA and MS Taxation a Plus
Media/Entertainment industry background helpful

Senior Tax Analyst Resume Examples & Samples

Accounting for income taxes, including monthly provisions and deferred tax calculations of Latin American entities, quarterly tax packages and FIN 48 tracking
Reconciliation of income tax and operating tax accounts as well as withholding tax reporting management
Support with transfer pricing documentation and calculations
Oversight and review of monthly VAT and other operating tax filings and payments in Brazil, Mexico, Colombia and Argentina
Managing monthly operating and income tax forecasting, including cash tax reporting and other similar deliverables to Corporate Tax Department
Support the Tax Director with various ad hoc and research requests
Latin America tax laws and regulations, including tax compliance and audits
Tax forecasting
Working knowledge of double tax treaties, withholding tax and foreign tax credit issues, as well as a general understanding of transfer pricing
Knowledge of US accounting for income taxes (FAS 109)
Experience with VAT and other transactional tax issues
Ability to interact effectively with the accounting and legal teams, corporate tax partners and members of the finance department, as well as with outsourced accountants in the local countries
Demonstrated ability to contribute to a culture of excellence, integrity and accountability
Bilingual/English Spanish preferred
Degree in Accountancy or Taxation or professional qualifications (CPA) recognized by ICPAS
Media / entertainment industry background helpful, but not required

Senior Tax Analyst Resume Examples & Samples

Assisting Senior Tax Consultant with relationship management of assigned client files
Tax planning on basic files
Maintaining good working relationship with all internal partners and clients for assigned files
Minimum two years, recent experience in a professional tax services environment (i.e. tax services company, trust company or public accounting firm) preparing trust (T3) and personal (T1) income tax returns
Effective time management, organizational, and communication skills
Experience in the preparation of corporate (T2) income tax returns and notice to reader financial statements for investment holding companies would be an asset

Senior Tax Analyst Resume Examples & Samples

Possesses a Strong Working Knowledge of the Process and Procedures for the Fixed Assets Area
Responsible for the timely and accurate processing and analyzing of data related to Fixed Assets, including but not limited to, Federal Tax projects. Resource to business partners of all inquiries related to this area
Process monthly reconciliation between financial and multiple tax books and assume ownership of all book/tax differences
Assist with the quarterly/yearly requirements as requested by the Corporate Tax Department in order to successfully complete the compliance season
Interact with Project Costing business partners to obtain an understanding of business practices
Assist with fixed asset system maintenance including daily/monthly operation, preparation/review of monthly journal entries, and preparation and/or execution of asset additions, disposals, transfers and adjustments
Assist with reconciliation of sub-ledger to GL
Assist with preparation of month-end and quarterly reporting and audit requirements related to capital expenditures and depreciation
Research and respond to questions regarding fixed assets from internal and external business partners
Review systems and procedures; design and implement approved solutions to maximize efficiencies
Assist with updating and distributing corporate capitalization policy
Review any work prepared by clerical and/or temporary staff
Provide team support as necessary
1) Knowledge, Skills & Abilities
Strong knowledge of accounting principles and theory, including a competent understanding of balance sheet and P&L statements
Strong ability to learn and develop a complete understanding of Federal Tax laws as related to depreciation
Knowledge and application of Cost Segregation studies
Proven record of reconciliation activity
Demonstrated customer service and problem resolution skills
Demonstrated initiative, ability to drive results and achieve goals with minimum direction
Intermediate to Advanced MS Excel, MS Word, and MS Access skills. Knowledgeable in utilizing multiple Excel functions including, but not limited to, IF, VLOOKUP, and Pivot Tables. Familiarity working with flat file databases in Access, report and query building a plus
Demonstrated presentation experience. Ability to address questions raised by leadership and convey findings in a concise and clear format. May have the opportunity to cross-train other team members
Able to prioritize work and maintain turnaround standards
Ability to work collaboratively within a team environment
Demonstrates critical thinking skills
Minimum of 3-5 years related experience in accounting or audit which demonstrates the above qualifications (retail experience is a plus)
Previous supervisory experience a plus
Strong reconciliation experience
Strong financial reporting experience
Knowledge of Oracle Fixed Assets a plus
Minimal travel may be required

Senior Tax Analyst Resume Examples & Samples

Assist with the preparation of applicable federal, state, and local corporate income tax returns including state apportionment, state modification workpapers, and other required disclosures
Assist with federal, state and local income tax audits
Perform quarterly fixed asset review as well as calculation of the fixed asset book/tax adjustment for the tax return
Support implementation of domestic tax strategies related to corporate initiatives and changing income tax landscape
Monitor state and local tax law changes and analyze impact on tax returns and tax provision
Prepare workpapers for the ASC 740 calculations, as well as related disclosures for the federal, state, and local income tax area including footnote disclosures
Coordinate communications to various agencies regarding tax inquiries/tax notices
Assist in updating tax technology workpapers, procedures, and documentation to improve the efficiency of the department
Evaluate and maintain schedule of tax contingencies for the federal, state, and local income tax area
Ensure 404 compliance and documentation for areas of responsibility
Maintain the tax reporting tool, including updates for new entities and new accounts
Review monthly tax provision and other cost allocations for accuracy and prepare adjusting journal entries as needed
Calculate federal and state quarterly estimated payments and coordinate payment to taxing authorities
Perform other duties and special projects as assigned
Minimum of 3 years of corporate income tax experience
Prior corporate income tax compliance and provision experience is required
Experience with OneSource Income Tax/Go System Tax RS and OneSource Tax Provision is a plus
High degree of proficiency with standard Microsoft Office products and Microsoft Windows
Demonstrated collaborative skills and ability to work well within a team

Senior Tax Analyst Resume Examples & Samples

Detailed review of personal and trust client tax returns as assigned, including all correspondence and fee invoices associated with the client file
Review of Canada Revenue Agency tax correspondence for assigned clients
Assisting Senior Tax Consultant and Tax Manager with relationship management of assigned client files
Contact client or internal partner for missing information required
Maintaining a good working relationship with all internal partners and clients for assigned files
Minimum two years, recent experience in a professional tax services environment (i.e. tax services company, trust company or public accounting firm) reviewing trust (T3) and personal (T1) income tax returns
Experience in the review of corporate (T2) income tax returns and notice to reader financial statements for investment holding companies would be an asset

Senior Tax Analyst Resume Examples & Samples

Participate in the complete cycle of the tax controllership and compliance process, including review of tax provisions and accruals, preparation of taxable position forecasts, annual filing of U.S. tax returns , quarterly tax reconciliation efforts, tax return to accrual adjustments and annual FAS109
Work with Finance and Operations Teams to remediate unexplained basis differences in the Portfolio Management System (i.e., Loan and Leased Asset Servicing and Accounting System)
Take ownership of assigned responsibilities related to business units and platforms
Assist with Sarbanes–Oxley compliance documentation and testing efforts
Assist with worldwide tax reporting
Interact with Business Finance, Operations, Financial Planning & Analysis teams along with the GE Corporate Tax Organization to synchronize all process, systems and compliance efforts
Minimum 3 years of tax or finance experience
Must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act
Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check
Must be willing to work out of an office in Chicago, IL
Minimum 5 years of relevant tax experience with a focus on leased assets
Masters of Taxation or Certified Public Accountant (CPA) or equivalent certification
Strong tax accounting and tax compliance skills
Strong communication skills (oral and written)
Ability to work independently and across teams
Proactive, detail oriented, organized and strong sense of urgency
Financial Services industry experience

Senior Tax Analyst Resume Examples & Samples

Apply comprehensive accounting knowledge to effectively analyze tax reports and to determine and communicate the impact of applicable taxes (domestic, foreign, deferred) on our financial statements
Ensure the adequacy of the business tax reporting processes by evaluating relevant policies and procedures for efficiency and transparency
Gather necessary legal documents which support tax transactions
Create and monitor estimated payment projections
Collaborate with finance and business operations personnel with regard to tax effects of business strategies
Includes gathering data to support preparation of Forms 5471, 8865 and 8858 and supporting workpapers, liaise with controllership team in FAS 109 process and participate in tax process improvements initiatives
Proficient use of Microsoft Office (e.g.. Excel, Word, PowerPoint)
Must be willing to travel up to 10% to either Canada and/or Mexico
Minimum 5 years of relevant tax experience

Senior Tax Analyst Resume Examples & Samples

Ongoing compliance with all federal, state and local tax laws, regulations (including income, sales, use, property, payroll and gross earnings) and financial reporting rules
Review or prepare tax returns and declarations
Prepare or review responses to income, gross earnings, sales and use audit requests
Build and/or maintain income tax provisions, deferred tax histories and tax expense projections
Prepare or review income, sales and use, gross earnings and other tax provisions, related balance sheet account reconciliations and tax disclosures (SEC)
Respond to financial auditor requests
Support Sarbanes-Oxley compliance efforts
Support cost recovery and strategic business initiatives

Senior Tax Analyst Resume Examples & Samples

2 years tax experience in a public accounting or corporate setting
Strong understanding of US federal / state income and franchise tax, including unitary filings
Advanced skills with Microsoft Excel
Practical experience with accounting and tax return preparation software
Bachelor’s degree in Accounting or Finance; Masters of Tax or CPA a plus

Senior Tax Analyst Resume Examples & Samples

At least three to five years of experience as a Manager or Senior Manager in tax practice with the Big Four accounting firms or a Senior role in industry
Knowledge of US GAAP and IFRS would be required
Presentation and Communication (oral & written) skills and ability to lead and work in teams
Managing Personal Performance
Multi-tasking/flexibility Skills
Advanced Problem Solving Skills

Senior Tax Analyst Resume Examples & Samples

Typically 6+ years of related experience in accounting or tax
Thorough knowledge of professional accounting and financial reporting systems
Advanced knowledge of the income tax laws as they relate to corporations

Senior Tax Analyst Resume Examples & Samples

Assist in preparation of federal tax returns
Assists with various tax audits and government information requests
Assists other departments with tax research issues
Assists with research and writing internal reports on various tax topics
Provide support in special projects and tax issues
Three to five years corporate income tax experience required or Big 4 tax experience

Senior Tax Analyst Resume Examples & Samples

Support ASC740 tax calculations for Corporate Income Tax Provisioning for US Reporting which includes preparing and reviewing reporting templates & assisting in the calculation of quarterly tax accrual for EMEA legal entities
Support the preparation of tax computations and returns and compliance for a number of Dell group companies in Ireland and UK. This includes corporate income tax returns, prepayments calculations, correspondence with Tax authorities
Deal with EMEA intercompany recharge queries and partner with the business to find tax compliant solutions to cross region recharges
Support direct tax compliance matters across EMEA region
Update of intercompany sign off checklist & Tax control matrix
Advise on miscellaneous tax compliance reporting issues
Pro-actively identify weaknesses in current processes and identify solutions
To ensure all work is retained in accordance with Dell’s record retention policy
Assist and lead on miscellaneous adhoc projects as required
Act as an advocate for the EMEA direct tax team in Bratislava
Develop international tax experience

Senior Tax Analyst Resume Examples & Samples

Prepare federal, state and local income and partnership tax returns, estimated payments and extensions
Respond to routine information requests and assist Tax Managers with tax audits
Bachelor’s degree in Accounting or equivalent experience
Master’s degree in Taxation preferred

Senior Tax Analyst Resume Examples & Samples

Strong written and verbal communication skills with the ability to interact with business partners
A reputation and commitment to the highest standards of integrity and ethics
Consolidated C Corporation tax return preparation experience
Experience with tax compliance software, preferably OneSource (also called GoSystems or Fast Tax)
Possess an understanding of income tax accounting (ASC 740)

Senior Tax Analyst Resume Examples & Samples

Minimum 3 years’ experience with corporate tax accounting
Ability to work in a dynamic and changing environment
Excellent communication skills, both written and oral

Senior Tax Analyst Resume Examples & Samples

40% of Time
Education: Bachelor’s degree in accounting or equivalent
Experience: Minimum of 3 – 4 years in a public accounting or large corporate tax environment, with at least one year of supervisory experience preferred; strong working knowledge of OneSource (aka Fasttax or GoSystem) for the preparation of complex federal and state consolidated income tax returns; strong working knowledge of and experience with the preparation of federal and state income tax provisions using TaxStream. Knowledge of sales & use tax reporting a plus

Senior Tax Analyst Resume Examples & Samples

Analyze purchase and sales data for determination of taxability, as appropriate
Prepare state & local sales/use tax returns
Prepare state & local gross receipts tax returns (e.g. Virginia BPOL, Washington B&O, etc.)
Prepare & update ASC 740-10 (f/k/a FAS 5) liability analysis on a quarterly basis, including tax position narrative summaries
Prepare monthly sales/use tax general ledger liability account reconciliations
Review & update SOX controls around indirect tax function
Manage property tax return filing & payment process (outsourced to consultants)
Assist with various indirect tax audits and government information requests, including preparation of responses to notices
Assist with indirect tax projects, including system analyses and review of product & service offerings for taxability
Assist in indirect tax planning projects
Perform ad hoc analysis of indirect tax issues to support management inquiries, and other tax regulatory projects as requested
Bachelor degree in a Business related field
4+ years working experience in a public accounting firm or corporate accounting or tax department
4+ years of experience in gross receipts and/or sales/use tax compliance
4+ years of experience working with Excel
Accounting or Finance degree
Experience with OneSource sales/use tax software
IPT certification is a plus
Individual must have excellent organizational and multi-tasking skills
Ability to work independently and be responsible to follow up on action items
Team player with the ability to work in a fast-paced environment
Demonstrated outstanding level of professionalism in providing administrative support, including ability to exercise good judgment, discretion, tact, and diplomacy
Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team
Excellent problem solving skills with ability to analyze situations, identify existing or potential problems and recommend solutions
Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude

Senior Tax Analyst Resume Examples & Samples

Analyze detail submitted by operating companies to ensure compliance with tax law and determine where changes can be made to reduce tax liability
Keep up to date with current federal and state tax issues
Assist with maintaining the fixed assets for tax
Perform quarterly and year end analysis to determine Tribune Media’s consolidated provision for income taxes
Interact with the Financial Reporting Department to provide technical support on tax related issues
The position requires an individual with excellent research, analytical, writing and computer skills

Senior Tax Analyst Resume Examples & Samples

Prepare and assist with the preparation of current and deferred income taxes in accordance with ASC 740
Prepare stand-alone federal and state pro-forma income tax returns and assist with preparation of consolidated federal income tax return
Collect, review, analyze and process information used to prepare tax related reports and returns
Research of federal, state and local income tax issues
Work with accounting firm to ensure proper steps are taken to bring all components of tax function in-house
Provide data collection and research support on federal and state income tax audits
Perform review of Tax Analyst’s work and provide coaching/mentoring to other members of team
Reconciliation of various tax accounts
Bachelor’s degree in Accounting or Finance from accredited university
3 – 5+ years experience of directly related income tax experience either in public accounting or in a corporate tax function
Advanced knowledge of tax compliance and provision software (OneSource, Corptax, etc.)
Ability to multi-task and manage multiple responsibilities/projects to meet necessary deadlines

Senior Tax Analyst Resume Examples & Samples

Accounting/finance degree or diploma
An accounting designation would be considered an asset
2-3 years of overall tax experience
Financial services experience is an asset but not necessary
Ability to manage priorities under tight deadlines
Advanced problem management and organization skills
Strong knowledge of Microsoft Excel would be considered an asset

Senior Tax Analyst Resume Examples & Samples

4+ years of Corporate Tax experience in a Public Accounting and/or Private industry setting; 4+ years of experience working in Tax
Working knowledge of Income Tax Accounting principles, Tax laws/regulations and standards for Income Tax Preparation
Knowledge of Coprtax and strong Excel skills

Senior Tax Analyst Resume Examples & Samples

Planning, compliance, FIN 48, and controversy
Ongoing private equity investment matters, tax provisions, FATCA compliance, and Transfer Pricing analysis
Analyzing tax issues for deal-specific matters and structure products
Interact with investor relations regarding investor inquiries
MA or MS degree in Accounting from a leading institution. Concentration in taxation preferred
Minimum of four years of tax experience in the financial services industry, with a focus on private equity
Experience in researching specific tax topics and communicating findings to a larger group
Experience managing tax compliance processes
Prepare and review tax workpapers
Excellent analytical skills and attention to detail
Must work well independently and in small teams
Familiarity with Sungard’s Investran Platform preferred, but not required

Senior Tax Analyst Resume Examples & Samples

Prepare and review monthly, quarterly, and yearly income tax provision
Analyze fixed asset additions/disposals in the tax book
Review of quarterly estimated tax payments
Review of state and federal tax returns
Oversight of income tax reconciliations and journal entries
Minimum of four years of tax experience in a public accounting firm
Federal and state tax compliance experience required
International tax experience is a plus
Manufacturing or distribution experience is highly preferred
Provisions experience is a plus

Senior Tax Analyst Resume Examples & Samples

Providing information for outside tax preparers to prepare US annual income tax returns
Preparing quarter end projects, e.g. Fin48 analysis and documentation, tax provision and tax forecast
Acting as a liaison to the outside tax preparers and consultants and answer their questions
Maintaining tax records, filing systems and databases
Preparing Quarterly and Annual REIT testing on Europe fund entities
Assisting managers and directors with transaction structuring and tax-related research and writing
Assisting and updating the legal entity and property roll-up structure in VisioFlow flowcharting

Senior Tax Analyst Resume Examples & Samples

3+ years of Corporate Tax experience out of a Public Accounting and/or Private Industry
Comprehensive experience and knowledge of Microsoft Office Products
Working knowledge of Corptax, ONESOURCE, or GoSystem

Senior Tax Analyst Resume Examples & Samples

Preparation of transfer pricing documentation in Ireland/UK
Involvement in Transfer Pricing projects at Group level
Provision of ad-hoc corporate tax advice in respect of Group projects / initiatives
Assisting on tax accounting and year-end tax reconciliations for parent company
Input into supply chain planning from a tax perspective
Advice on other ad hoc Irish tax issues (including VAT and employee tax)
Accounting qualification preferable but not necessary
Team skills are crucial for this role , friendly attitude , willingness to learn and ambition to succeed within a dynamic environment

Senior Tax Analyst Resume Examples & Samples

Prepare Federal consolidated and State income tax returns
Assist with quarterly and annual tax provisions (ASC 740)
Consolidation of the global tax provision, including assisting the foreign locations with US GAAP requirements
Perform technical accounting research, including federal, state and international income tax laws and present findings
Monitor changes in tax GAAP and code, proactively communicate issues that affect company compliance, strategy and accounting
Prepare correspondence for tax notices
Lead person for maintenance of tax software
Bachelor’s degree is required
Minimum of three years’ job related experience is required
International experience preferred
Experience with ASC 740
Tax research experience
Excellent written and oral communication skills; ability to interact with multiple levels of the organization both domestically and internationally
Experience with tax software
Master’s degree and/or CPA is a plus

Senior Tax Analyst Resume Examples & Samples

Prepare Federal income tax returns
Assist in preparing the Consolidated Federal income tax return, Forms 5471 and Partnership returns
Maintain knowledge & proficiency in current federal and state income tax laws and regulations
Quarterly and year-end FAS 109 financial reporting
Reconcile deferred tax schedules
Bachelor’s degree in accounting or related field
Minimum of five years of relevant federal and state income tax experience in public accounting and/or large multinational company
Strong computer skills in MS Office software
Experience with tax compliance and provision software such as OneSource Income Tax, Tax Stream or CorpTax
Experience with SAP or other ERP systems
Be flexible and adaptable to change
Experience in partnership taxation and Form 5471 filings

Senior Tax Analyst Resume Examples & Samples

Handles multiple special tax projects simultaneously. Projects may include new entity or multi-entity research and cost/benefit analysis of reorganization of entities; new country or new product research and tax analysis. Projects may involve state and local taxes, federal and state income taxes and/or international taxes. Provides data, analysis, conclusions, and recommendations to Tax Manager
Researches state, federal or international tax issues. Advises responsible tax manager concerning alternatives and recommends approach. Issues may include U.S. and/or international transactions
Assists in preparing for audits by collecting audit material and data. Researches tax audit issues and resolves the issues or makes recommendations to the Tax Manager regarding major issues
Handles complex and diverse account analyses and projects as assigned. Provides solutions and training to personnel regarding recurring problems
Assists with asset securitizations. Provides document tax reviews, and reviews of contract revisions. Documents changes made to contracts. Analyzes the impact of the changes. Provides conclusions and recommends tax revisions to documents
Provides support to the Power Ventures Tax Manager, including research using the tax services (both in books and on-line); summarizing the findings; providing facts, analysis and recommendations
Maintains tax histories of CFSC and its subsidiaries. Gathers data from the Finance Managers. Puts together annual analysis and summarizes results by country and in total. Provides report of major issues, recommends solutions and helps with implementation of approved solutions
Ensures the maintenance of the day-to-day operations of the Like Kind Exchange Program, including making the monthly entries. Monitors the program activity each month using InfoTrieves to ensure that all eligible assets are being put into the program. Determines why eligible assets were not included in the program. This responsibility is applicable only to positions involved in the operations of the Like Kind Exchange Program
Prepares and files state income and franchise tax returns. Ensures that returns are filed on a timely basis in order to minimize penalties
Analyzes personal property tax, sales and use tax, and state income tax accounts and prepares a narrative explaining the reason for each reconciling item. These narratives are forwarded to a designated Tax Accounting Clerk reconciliation coordinator who prepares a consolidated reconciliation analysis, makes inquiries into outstanding items to reconcile and obtains final reconciliation approval from the State and Local Tax Manager prior to forwarding the reconciliation to General Accounting for processing. Assists other Caterpillar Financial Services Corporation (CFSC) personnel, who are attempting to collect outstanding items to reconcile, by providing any information or documentation, needed to assist in the collection effort
Reviews tax assessments and billing and effectively implements methods to reduce those assessments and bills
Undertakes other projects as assigned
Provides tax assistance to Regional Office sales personnel as requested and to dealers, customers, the Customer Business Center and other departments within the Financial Products Division (FPD)
Prepares tax letters or other reports for Caterpillar, Inc. or CFSC management
Prepares securitization reports without assistance when receivable accounts are sold
Updates the year-end tax queues, InfoTieves and spreadsheets used to prepare the federal tax letters. Writes InfoTieves to generate reports needed
Participates in accomplishment of continuous improvement objectives for the department. Progress toward accomplishment of these objectives is measured through maintenance of necessary measurements and analysis of associated data. Participates in the identification of problem areas and development of resolutions to address them
Understands the Harassment policy of the company and for its application in all aspects of employment
Provide accurate and timely information regarding various taxes to management
Manage multiple projects
Knowledge of and ability to apply math computation skills including basic addition, subtraction, multiplication, and division
Demonstrated ability to apply human relation skills
Thorough knowledge of and demonstrated ability to handle complex tax analyses and complex account analyses
Thorough knowledge of and demonstrated 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
Thorough knowledge of and demonstrated ability to understand and apply tax research skills to state and local, and/or Federal and international tax planning situations; providing proposals for solutions to more complex tax questions
Thorough knowledge of and demonstrated ability to prepare data and propose research solutions to more complex tax audit questions
Thorough knowledge of and demonstrated ability to do advanced tax research; put together audit materials and data; understand tax audit issues; and help with final research to resolve issues

Senior Tax Analyst Resume Examples & Samples

Income Tax Compliance: Lead the preparation of the federal income tax return, including all workpapers, calculations and disclosures. This also includes the preparation of international informational tax forms which are part of the consolidated federal income tax return. This requires coordination with Finance teams in Europe and Asia as well as US associates. Responsible for quarterly estimated payments and extension. Coordination with external accounting firms as needed
Income Tax Accounting: Prepare year-end tax provision workpapers, calculations, and footnotes. Review, reconcile and forecast changes in tax balance sheet accounts. Monitor and track tax attributes
Transfer Pricing: Prepare annual transfer pricing documentation, including coordination with external accounting firms as needed. Update cost allocation models and make recommendations based on knowledge of business unit activities, corporate resource groups, and transfer pricing rules
Audit Defense: Draft responses and manage deadlines related to corporate tax audits as necessary
Business Unit Initiatives: Actively participate in researching tax issues, including summarizing conclusions related to business unit initiatives, which may include acquisitions, divestitures, new products or service offerings
Special Projects: Actively participates in key team-wide or department-wide initiatives to improve overall performance and support strategic initiatives
Team Management/Development: Responsible for the management and development of interns including activities such as recruitment, performance management, training and career guidance

Senior Tax Analyst Resume Examples & Samples

Assist with evaluating and analyzing federal and international tax planning opportunities and compute tax impacts
Perform research on complex tax issues, including corporate, partnership, international and local country tax issues
Document technical tax positions via memos and/or summaries
Support company management objectives including M&A, business restructuring, etc
Assist with executing internal restructuring, includes drafting steps plans, reviewing legal documents and documenting through tax technical memos
Provide assistance with tax audits
Two or more years of tax planning experience
Tax restructuring and planning experience
Manufacturing or distribution experience preferred
Demonstrate strong communication skills, both written and oral
Demonstrate initiative, be hard working, be a self-starter

Senior Tax Analyst Resume Examples & Samples

Provide proactive tax advice and drive implementation of solutions on all domestic federal, state and local income tax planning strategies and projects
Partner with outside domestic federal, state and local income tax advisors and consultants
Maintain internal domestic federal, state and local income tax policies and procedures and SOX documentation requirements
Assist in the filing of all domestic federal, state and local income tax returns and related international tax filings and disclosures
Assist in the accurate, efficient and timely payment of all taxes noted above
Help drive process improvements through the use of technology
Perform research and provide strategic tax guidance on state tax nexus issues
Assist in communicating with domestic tax authorities regarding all taxes listed above
Assist with all federal, state and local income tax audits and compliance items, including state and local tax incentives as they relate to income tax, depreciation schedules and quarterly estimated income tax payments
Prepare tax provision and reporting schedules
Prepare and distribute recommendations, reporting, budgets and analysis as needed
Prepare and provide presentations on tax issues to intra/inter departmental personnel
Research and prepare responses to federal, state and local correspondence, notices and questionnaires
Assist with indirect tax functions as necessary
Other tasks as assigned by the Domestic Tax Manager
CPA, Masters in Tax, LLM a plus
5 + years of tax experience (combined public and private experience preferred)
Ecommerce or Retail industry background a plus
Experience in fast-paced, rapidly growing environments
Proficient with Microsoft Excel and Word software applications
Collaborative and customer-service work style
Detail and results-oriented
Experience working with SAP and Tableau a plus
Familiarity with Vertex, Onesource, AvaTax or other automated tax collection and compliance software a plus

Senior Tax Analyst Resume Examples & Samples

The role itself will be a hybrid of Compliance, Provision and Planning/Projects
Larger global company experience from public or industry
International Experience – Preferred
Strong systems skills – Preferred

Senior Tax Analyst Resume Examples & Samples

Assist in the management of multiple audits, including working professionally with auditors, responding to issues and IDRs from auditors, performing technical research, evaluating potential issues, and providing critical analysis and creative problem solving to find favorable audit resolutions
Research and analyze technical issues and write position papers, audit protest letters, and IDR responses
Help determine appropriate tax reserve levels in accordance with ASC 740
Provide support in global tax planning, including researching and implementing new ideas and assisting in significant projects such as Section 199, R&D credits, M&A issues, and state tax planning
Work effectively with outside advisors in connection with audits, key strategic projects and tax planning initiatives, including M&A projects
Provide support to the Tax Accounting and Tax Compliance teams by communicating audit issues timely and help make recommendations when changes are needed to filing positions or tax reserve levels
Monitor legislative changes to U.S. federal and state/local tax laws, evaluate impact of changes, and identify opportunities and adverse consequences
Must be able to work closely with various other departments, including accounting, revenue operations, legal, and treasury groups on an ongoing basis
Certified Public Accountant (CPA) license or JD is preferred
MS in Taxation or LLM is a plus
4+ years of progressive tax experience, including some controversy work, with a Big 4 accounting firm/large law firm and/or a large global publicly-traded company
Excellent written, verbal, presentation and interpersonal skills
Comfortable meeting deadlines and solving problems in a fast paced, multiple priorities environment
Detail oriented with excellent analytical skills
Strong problem solving skills, strategic & creative thinking
Proven ability to simultaneously manage several projects
Demonstrated capability to collaborate with a team

Senior Tax Analyst Resume Examples & Samples

B.S. Accounting
CPA certification and/or Masters in Taxation gets you to the front of the line
Top 10 U.S. CPA public accounting firm experience at Senior level
3–5 years of corporate income tax in public accounting and/or private industry
Top Excel skills
Top communication skills - written and verbal
Demonstrated success

Senior Tax Analyst Resume Examples & Samples

Preparation of the consolidated federal income tax return and state income tax returns
Preparation of the actual monthly provision
Maintenance of the tax fixed asset ledger
Assistance as needed on special projects
2-5 years experience in tax and compliance
Experience preparing ASC 740s (formerly FAS 109s)

Senior Tax Analyst Resume Examples & Samples

Tax Return Preparation
Prepare/assist preparation of global items (e.g. R & D credit etc)
Project taxable income amounts related for estimated tax purposes and extensions
Items Involving Interaction with Other
Tracking of deferred tax assets
Special projects (FIN48 analysis, tax planning, stock basis tracking and department wide initiatives)
4+ years in a large corporation or similar experience in a large accounting firm. Experience should be focused on federal and state
SAP, OneSource RS (tax prep software), Microsoft Office products, RIA (or similar tax research software

Senior Tax Analyst Resume Examples & Samples

GAAP financial reporting and analysis of taxes
Partnering with Business Units to implement and design tax planning strategies and transactions
Preparation and review of Federal, International, State and Local Tax Compliance
Recommendations of improvements to compliance processes
Corporate Tax experience (4-5 years), financial services sector is preferred with life insurance expertise a plus

Senior Tax Analyst Resume Examples & Samples

Tax Accounting Work
Leasing
Audit Defense
CPA, MST, MBA or JD a plus
Prior experience in a large corporate environment
Manufacturing or financial institution background a plus
Knowledge of OneSource preferred

Senior Tax Analyst Resume Examples & Samples

Assist all federal, state, and international income tax compliance
Perform tax planning and research
Lead/participate in tax planning projects

Senior Tax Analyst Resume Examples & Samples

3-5 years of federal and state tax compliance experience
Good working knowledge of ASC 740 tax provision requirements
Excellent oral and written communication skills and strong interpersonal skills
Strong attention to detail and ability to highlight unexpected results
Strong skills with one or more tax compliance software platforms (experience with Corptax a plus)
Ability to work with Excel and various tax software tools to create efficiencies
CPA and/or Masters degree in taxation a plus
Highly organized with the ability to effectively manage multiple projects at one time
Big four public accounting experience a plus

Senior Tax Analyst Resume Examples & Samples

Research on complex partnership, international, and corporate tax issues
Analyze and evaluate international and federal tax planning opportunities
Assist with merger and acquisition objectives
A minimum of two years of experience in tax planning
Restructuring tax experience is a plus

Senior Tax Analyst Resume Examples & Samples

Maintain, create and document tax functions. Knowledge of SAP desired. May involve interaction with IT personnel in the development of required reports and processes necessary to facilitate, support and document the tax impact of the business operations
Prepare 1042s, quarterly excise tax returns and amended state tax returns
Supervise unclaimed property tax returns compliance process with 3rd party vendors
Provides support to Tax Manager on resolution of various correspondence from federal, state and local government authorities and other reporting agencies
Provide supporting schedules for outsourced federal and state income tax return compliance including preparing and maintaining federal (regular tax and AMT) and state tax depreciation books in BNA, including adjustments for bonus depreciation and cost segregation of assets, determination of apportionment factors, UNICAP, and calculation of Domestic Production Activities Deduction
Maintain and reconcile federal and state income tax accounts
Provide support to Tax Department and outside consultants
Bachelor’s Degree in Accounting with 5+ years of corporate tax experience; experience in tax compliance, research, corporate taxation, forecasting and accounting for income taxes. Public Accounting experience preferred, but not required
Must possess strong excel spreadsheet skills
SAP experience desired, but not required
Strong interpersonal skills and desire to work with others
Ability to see tasks through to completion as assigned

Senior Tax Analyst Resume Examples & Samples

3 years of work experience in corporate taxation
Knowledge of US Federal and state tax concepts, rules, and returns
Working knowledge of income tax accounting concepts under US GAAP

Senior Tax Analyst Resume Examples & Samples

Drive the consolidated federal and multi-state income tax compliance process and support the international tax compliance processes. This will include: identifying, calculating, and analyzing book/tax differences, coordinating with and preparing work papers for CPAs, preparing tax projections, preparing federal and state extensions and estimated payments
Prepare annual consolidated tax provision in accordance to ASC 740 principles including calculation of current and deferred schedules, reconciliation of tax accounts, and preparation of FIN48 and all other reserve disclosures
Prepare complex annual transfer pricing calculations and supporting documentation
Research and analyze relevant tax laws and apply to Gensler’s business
Minimum of 4 years corporate tax experience
Accounting degree or business degree with concentration in accounting required
CPA or CPA candidate highly preferred
Ideal candidates will have experience in both public accounting and private industry
Expertise in ASC 740 and all related required disclosures

Senior Tax Analyst Resume Examples & Samples

Drive the consolidated federal and multi-state income tax compliance process and support the international tax compliance processes
Research and analyze relevant tax laws
Two + years corporate tax experience
Prior tax experience required

Senior Tax Analyst Resume Examples & Samples

Prepare and review federal, state and local income and franchise tax returns, estimated payments and extensions
Assist with developing and implementing effective and efficient compliance reporting processes to ensure timely, accurate and complete filings
Prepare and review the quarterly and annual income tax provisions, including supervision of information gathering, analysis of book/tax differences, maintenance of balance sheet tax accounts, and preparation and review of tax journal entries
Maintain standardized and well documented work papers to facilitate review and future audit support
Assist with supervision and training of tax staff

Senior Tax Analyst Resume Examples & Samples

Prepare partnership, corporate, individual, charitable, and S-Corp federal income tax returns
Prepare and file federal, state and local tax returns including Texas Franchise and property tax
Assist with preparation of foreign filings (5471 & 8865)
Prepare and manage 1099 reporting
Prepare tax certification forms for domestic and foreign entities
Assist the legal department with documentation of new legal entities and prepare 8832s
Prepare tax basis calculations for partnership interests and PFICS
Perform tax research as needed to support tax positions to be taken on tax returns Assist with the maintenance of the tax work plan for all entities each year
Support IRS tax controversy effort, as needed
Assist with ACS 740 analysis (FIN 48)
Perform quarterly RIC and REIT testing
Master’s in Taxation or Master’s in Professional Accounting (MPA)
Minimum of two years’ experience in tax (regulated investment company / REIT experience a plus)
CPA or candidate for CPA exam
Very detail oriented and strong knowledge of Excel

Senior Tax Analyst Resume Examples & Samples

Contacting client or internal partner for missing information required for tax planning and return preparation
Research tax and trust issues as required, providing analysis and recommendations for clients and internal partners
Mentoring junior staff members

Senior Tax Analyst Resume Examples & Samples

Review and Prepare U.S. Federal corporation and partnership income tax returns in CorpTax,
Calculate Schedule M-3 and Schedule M book-to-tax adjustments
Prepare and/or Review U.S. tax forms for filing requirements associated with foreign investments, including Forms 5471, 8865, and 8858
Review and/or Prepare federal and state corporate and partnership income and franchise tax returns for legal entities on a pro-forma separate, combined, and/or consolidated basis
Prepare and/or Review income tax accounting calculations for the quarterly and annual periods using CorpTax Advanced Global Provision software and providing analyses as required
Perform tax research and analysis and prepare memorandums in support of findings
Support special project assignments, such as acquisitions, dispositions, tax audits, etc
Minimum of 3 years of work experience in a corporate tax department
Knowledge of U.S. Federal and state tax concepts, rules, and returns,
Working knowledge of income tax accounting concepts under U.S. GAAP,
Strong communication and interpersonal skills,
Strong PC skills, advanced Excel
Experience with CorpTax, and PeopleSoft and Longview software for financial accounting and forecasting is a plus

Senior Tax Analyst Resume Examples & Samples

Prepare monthly, quarterly and year-end income tax provisions and related schedules such as deferred tax continuity, taxes payable continuity, etc
Prepare and post journal entries to tax accounts as required
Provide support in forecasting and modelling tax expense
Prepare federal and provincial tax returns and related schedules
Assist in responding to queries received from tax authorities and external auditors
Calculate required monthly instalments and make payments or provide instructions for payments to be made
Ensure compliance with SOX requirements at the senior tax analyst level and respond to queries from internal audit
Review and reconcile assessments and reassessments received from tax authorities
Conduct research and provide analysis to management on identified issues
Provide routine tax advice as required
Other ad hoc projects

Senior Tax Analyst Resume Examples & Samples

Bachelors in Accounting; Master's degree in Tax preferred
CPA preferred
3-5 years tax experience
Accounting and tax software experience

Senior Tax Analyst Resume Examples & Samples

Proficient with ASC 740
Responsible for reconciliation of the tax accounts, reporting of tax items for financial statement purposes, SEC disclosures
Coordinate the reconciliation of tax accounts and prepares management reports
Review and compile tax related SEC filing disclosures including ensuring completion of annual and quarterly tax reporting for the company and its subsidiaries
Oversee special projects with regard to tax provision software implementation, process improvements and automation related to income tax accounting
Assist in research and implementation of new accounting pronouncements
High level of Corporate Tax provision experience
Bachelor’s degree in Accounting or Business Administration
3-8 years of experience preferably with a large CPA firm/corporate tax department
Familiarity with tax software and with Microsoft Word/Excel

Senior Tax Analyst Resume Examples & Samples

Prepare federal, state, and local tax returns as required, in a manner that ensures compliance with tax laws and regulations while minimizing tax liabilities
Prepare monthly tax provisions for certain subsidiaries and quarterly Head Office reporting requirements
Assist management with tax audits and tax notices, including gathering information, and assembling responses to auditor inquiries
Assist with annual statutory tax rate analysis and cash settle-up
Prepare quarterly estimated tax payments and annual extensions for certain subsidiaries
Assist with special tax projects which may include amending tax returns due to audit settlements and other projects as assigned
Assist with the maintenance of tax return software system with a view to becoming the maintenance administrator
Professional development through seminars and trade publications to stay current with the tax legislation changes and best tax practices
Bachelor's degree in accounting. CPA required. Advanced degree in Tax or Accounting is a plus
Minimum 4-6 years taxation experience in a Big Four or other public accounting firm or equivalent industry experience. Financial institution experience is a plus
Must have strong organizational, analytical, and interpersonal skills
Experience with combined/unitary returns and multi-state issues a plus
High level of competence in tax software systems and importing/exporting data between tax and GL systems. Knowledge of Thompson Reuters OneSource RS a plus
Minimum of 4-6 years of experience with US Federal Corporate income tax returns (1120), (foreign corporation returns (1120F), consolidated, and partnership returns (1165) a plus.)
Understanding the fundamentals in accounting for income taxes

Senior Tax Analyst Resume Examples & Samples

Prepare, review and assist managing the filing of all of state quarterly and annual compliance reporting (including returns, estimates, extensions, etc.)
Assist with the investigating and resolving all state tax correspondence
Perform tax research for variety of state and local issues
Support quarterly tax provision preparing state specific calculations and forecasts
Supervise junior tax staff on various compliance, research and planning projects
Assist with state and local audit documentation and correspondence
Participate in special projects and transactions

Senior Tax Analyst Resume Examples & Samples

Determine Mexican deferred tax
Carry out accounting reconciliation, for deferred and current tax accounts
Booking of monthly and annual tax payments
Carry out reconciliations of deferred tax accounts (D4, FAS109, ASC740, return to accrual adjustments, settlements) and current tax accounts Income Tax & VAT
Assist in forecasting Mexican tax positions
Support administration of quarterly tax closing process
Calculate monthly and annual tax provision
Administer effective VAT compliance and monthly income tax payments
Preparation of annual tax returns and information tax returns
Assist with tax audits by providing timely information upon request
Strong knowledge of tax compliance issues, including all regulatory compliance environment
Control and administer transfer pricing requirements
Ensure key tax controls are in place with regular testing for Sarbanes-Oxley compliance
Interface with controllership team to identify compliance issues and requirements
Maintain and verify proper tax administration of 23,000+ fixed asset portfolio
Advance excel skills
Work closely with Canada and US tax & finance teams to ensure accurate reporting, forecasting and reconciliations of Mexican tax items
Public Accountant Degree or Similar Background
5 years experience, combining tax compliance and tax accounting
Proficient use of Excel, Word, PowerPoint
Ability to work and manage large databases
Strong organizational, analytical and attention to detail skills
Adaptable/flexible: open to change in response to new information, different or unexpected circumstances, and/or ambiguous situations
Proactive and ability to work independently
Prepare reporting metrics and templates
Fluent in English (written and spoken)

Senior Tax Analyst Resume Examples & Samples

Preparation of federal, state, and local income tax returns, including gathering data and preparing workpapers
Preparation of federal and state income tax estimates and extensions
Assist in responding to inquiries from tax authorities in connection to tax audits/notices
Assist in the preparation of domestic return-to-provision analysis - upon completion of the US tax returns
Assist in the preparation of quarterly and annual tax provision
Assist with the monthly taxable income calculation/review and long term forecast as needed
Review of regular, AMT, and E&P tax depreciation
Ability to work with functional groups and different level of employees throughout the American Tower organization to effectively and professionally achieve business results
Strong track record of building and maintaining solid relationships with both internal and external customers and vendors
Self-motivated, able to work both independently to complete tasks and respond to department requests as well as collaborating with others to utilize resources and knowledge in identifying high quality solutions
Strong Analytical and organizational skills
Experience with OneSource tax compliance software, online research tools, and Microsoft Office applications
Bachelor's degree in Accounting with a Master's in Taxation (MST) preferred
Three to six years combined tax experience in large public accounting ("Big 4") environment and corporate environment, with an emphasis on tax reporting and federal and state income tax compliance issues perfered

Senior Tax Analyst Resume Examples & Samples

Ensure the completion of tax accounting (ASC 740) for the company, including tax entries for the quarterly and annual tax provisions, financial statement and regulatory tax disclosures
Ensure the completion of federal and state income tax returns, estimated tax and extension payment calculations, and manage the income tax information requests for assigned projects
Monitor existing and emerging tax laws, GAAP, regulations, and other authoritative guidance, including researching, quantifying, and effectively communicating any accounting and/or compliance tax impact to the company and its financial statements
Develop and maintain strong knowledge of the industry and the business and establish professional business relationships to assist with the preparation of the tax components, for the financial forecasting and strategic planning for assigned business unit, entities, and responsibilities
Coordinate, review and/or prepare the company’s responses to the tax auditor’s and financial statement auditor’s information and data requests and proposed adjustments to ensure accuracy and completeness
Bachelor’s degree in Accounting or Business Administration and 5 or more years of experience preferably with a large CPA firm/corporate tax department
Master’s degree in Tax or Accounting and/or CPA license highly preferred
Solid working knowledge in tax accounting (ASC 740) and compliance functions
Requires ability to analyze tax accounting and/or compliance positions and reporting requirements to determine the proper tax position, alternative tax positions, and planning opportunities
Requires ability to multi-task and must possess excellent communication skills, interpersonal and organization skills
Requires proficiency in tax and computer software applications including Microsoft Excel and Word
PowerPlan and CorpTax provision and compliance software a plus
Broad knowledge of both accounting and tax related to energy business a plus

Senior Tax Analyst Resume Examples & Samples

Work with complex data residing in multiple systems such as planning, accounting, and internal measurement systems
Develop financial models to defend prices, royalty rates and other cross-border charges
Perform economic and financial analysis in support of business decisions
Develop reports and rationale supporting global transfer pricing computations
Accumulate data required to be included in the contemporaneous Transfer Pricing documentation required by Section 6662 of the Internal Revenue Code
Participate in both US and non-US audits by preparing supporting data documentations to defend amounts reported in the US tax return as well as non-US tax and regulatory compliance
Take a leadership role for inter-company matters with accounting, financial planning and external reporting foreign controllers, business managers and tax departments
Demonstrate ability to work both autonomously and in a team environment

Senior Tax Analyst Resume Examples & Samples

Research and analyze tax laws related to compliance and planning opportunities that affect and write memos presenting findings. Consult with management to analyze how the findings will affect Company's tax liability and its strategic and operating plan
Prepare tax modeling related to domestic and foreign acquisitions
Analyze detail submitted by operating companies to ensure compliance with tax law and determine where changes can be made to reduce tax liability. Prepare and/or review federal and state income tax returns, other tax returns, and related work papers
Act as liaison between corporate tax department and operating companies

Senior Tax Analyst Resume Examples & Samples

Computation of annual Income Tax and Profit Sharing
Apply comprehensive accounting knowledge to effectively analyze VAT
Collaborate with finance and business operations personnel to resolve any problems
Assist in the analysis of tax documents for accuracy using thorough and in-depth knowledge Administer effective VAT compliance and monthly income tax payments
Handles federal, state and local tax audits
Prepares research memoranda, written correspondence/guidance, and other documents for submission to the tax authorities
Experience of audit & tax process, ability to work with external auditors and tax advisors
4 years experience, combining tax compliance and tax accounting
Experience in tax accounting and tax compliance in a high profile corporation or international big four firm
Mexican and IFRS knowledge
Work efficiently with teams

Senior Tax Analyst Resume Examples & Samples

Tax coding and review of backing documentation to ensure compliance with appropriate tax law e.g. check of validity of invoices, calculations on backing spreadsheet, and highlighting points of concern to CFO
Be responsible for timely and accurate provision of data for VAT and other tax returns including collation of data from multiple sources, reconciliation and overall review
Preparation of VAT records in accordance with defined processes
Ensuring timely and accurate completion and filing of other direct tax returns and information (e.g. CIT-10Z, IFT-2R, ORD-U etc.)
Assisting external tax advisor in filing annual CIT return i.e. provision of data and all other required information
Promptly responding to VAT queries from members and their advisers, business, external advisers, HMRC, auditors etc
Dealing with error corrections to Tax Authorities through to resolution - preparation of tax adjustments for submission to Tax Authorities
Dealing with tax audits and reviews
Analyze of Tax Law changes and adjusting existing processes accordingly
Proactively develop procedures to improve the accuracy and efficiency of the tax processes
Experience in finance accounting, international environment and solid background of VAT knowledge
Requirement to have prepared/reviewed VAT records and returns – hands on experience required
High level of technical skills, in Excel and general ledger applications, preferably knowledge of Oracle
Knowledge of Tax legislation
Highly organized with an ability to work with a high degree of accuracy
An ability to work well under pressure and to meet deadlines and targets
English skills

Senior Tax Analyst Resume Examples & Samples

Assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
Two years of current and/or recent tax experience in public accounting
BA/BS degree from an accredited college/university and CPA or parts passed towards CPA
Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures
Ability to meet challenging client requirements and to provide services while possessing strong communication, interpersonal, analytical, and research abilities

Senior Tax Analyst Resume Examples & Samples

Income tax compliance for Federal income and Texas franchise filings
Assist with indirect tax: sales and use, property, severance, and excise
Tax provision and audits, as necessary
Tax research and planning projects

Senior Tax Analyst Resume Examples & Samples

Assist with the preparation of quarterly US GAAP income tax provisions and matters for US and non-US entities
Prepare work papers and other supporting documentation
Ability to work with all levels of management across different functional groups
3+ years of experience in a public accounting tax department or corporate setting

Senior Tax Analyst Resume Examples & Samples

CPA with Big 4 international tax experience
Master's in Taxation is preferred
4+ years of broad based international corporate tax experience
Strong international compliance experience in a multi-national, multi-entity environment including the knowledge of: subpart F; check-the-box principles; FTC; E&P and tax pools; income sourcing and expense allocation and apportionment; cash repatriation planning
Detail oriented individual who takes ownership of process and projects, and possesses excellent analytical, problem-solving and organizational skills
Able to communicate complex tax concepts to non-tax professionals
Able to work in a fast paced, informal and ever changing environment
Hardworking, self-starter, quick learner, willing to roll up the sleeves and get the job done
Knowledge of Oracle and OneSource compliance software is highly desirable
Working knowledge of Access is a plus

Senior Tax Analyst Resume Examples & Samples

Monthly and quarterly ASC 740 provision work papers and account analysis
Quarterly estimated tax filings and payments
Preparation of federal income tax returns
Identify opportunities for minimizing state and local taxes
Prepare the Texas and Florida sales and use tax returns
Prepare the annual excise tax returns required to comply with the ACA
Update quarterly calculations of projected earnings & profits
Assist in the implementation of tax software and fixed asset software
Assist the Tax Manager with state audits
Ensure that established Sarbanes Oxley controls and processes are followed
CPA or CPA eligible preferred
Minimum four years’ experience in accounting
Familiarity with Thomson Reuters tax and provision software and strong Excel skills a plus
Basic understanding of ASC 740
Knowledge of Great Plains general ledger system and associated reporting tools helpful
Ability to meet deadlines, efficiently and accurately
Ability to work well with people at all levels, inside and outside the company

Senior Tax Analyst Resume Examples & Samples

Support and lead on ad-hoc analysis projects and client reviews
Develop best practices around internal controls – within Operations, account opening team and other Citi Tax departments
Responsibility for maintaining MIS and KRI’s
Pro-actively arranging meetings with key internal stakeholders and periodic attendance at Client Service reviews
Extensive years of experience in a financial services environment
Experience of identifying key data from analysis and presenting to clients or management
Ability to work in organised fashion on own initiative on analytical, interpretive, and problem solving tasks
Knowledge of Double Taxation Treaties and entitlements
Operational or office environment experience
Ability to deliver results under direct client pressure while prioritising appropriately

Senior Tax Analyst Resume Examples & Samples

Drive the global quarterly and annual income tax provision (ASC 740) and Securities and Exchange Commission disclosures process
Prepare and review the reconciliations for taxes payable and deferred taxes
Prepare and review ASC 740-10-40 (formerly FIN 48) exposures
Own tax policies and controls in support of Sarbanes-Oxley 404 compliance
Work closely with accounting and international groups to ensure tax provision journal entries are booked at the proper legal entities
Prepare tax compliance forms, including but not limited to domestic (Form 1120, 1120-REIT, state returns) and international tax forms (Form 5471, Form 8865, Form 8858)
Assist with the 10-year cash tax forecast
Calculate and analyze Subpart F, foreign subsidiary earnings and profits, and foreign exchange gains and losses
Work alongside with international offices to support local tax function and provide information needed for local country reporting and tax compliance
Work with departments across the organization, such as Accounting, Treasury and Legal, as well as with external advisors
Research international issues and support special projects
Identify process improvements, implement changes, and ensure best practices are followed
Implement corporate and Senior Vice President, Tax's initiatives
Assist other Tax department personnel on special projects
Ability to work with functional groups and different level of employees to effectively and professionally achieve results
Strong follow-up skills; ability to organize applicable department timelines and follow up with internal and external customer needs
Strong computer skills, including Microsoft Office suite. Skilled at OneSource Tax Provision a plus
Self-starter with a strong desire to learn new skills and responsibilities
Ability to work in a changing, fast-paced environment
Ability to work successfully in a high-volume time-sensitive environment
Ability to work effectively under pressure and achieve goals
CPA or Masters of Taxation preferred
Between 3-6 years' tax experience required (experience in international tax preferred)
Real estate investment experience a plus

Senior Tax Analyst Resume Examples & Samples

40% Prepare complex federal, state and local separate company and consolidated tax filings and supporting calculations
15% Coordinate and review monthly sales & use tax analyses, vendor review and return review. Assist with research and analyses of sales & use tax issues as well as nexus reviews for income and transaction taxes, as required. Review annual property tax returns and supporting workpapers
25% Prepare quarterly federal and state cash tax forecast calculations and assist with the preparation of Shire’s quarterly and annual income tax provision for the US group, including the preparation of tax basis balance sheets, tax account reconciliations and complex calculations in TaxStream
20% Assist in the research of selected federal and state tax issues and compliance requirements as well as support federal and state tax audits, including analysis of Schedule M computations, state tax nexus and related topics as assigned
Experience: Minimum of 3+ years in a public accounting or large corporate tax environment, with at least one year of supervisory experience preferred; strong working knowledge of OneSource (aka Fasttax or GoSystem) for the preparation of complex federal and state consolidated income tax returns; strong working knowledge of and experience with the preparation of federal and state income tax provisions using TaxStream. Knowledge of sales & use tax reporting a plus
Ability to multi-task multiple projects

Senior Tax Analyst Resume Examples & Samples

3-7 years of experience either with another advertising agency or on the client side of the business
A college degree or higher
Must be well-spoken and able to comfortably/confidentally communicate with new and existing clients
Have a quality understanding and grasp of daily tasks and business of the advertising industry
Must have the ability to give clients strategic direction and to guide clients through the creative process
Essential to have a working knowledge of traditional media and digital media space

Senior Tax Analyst Resume Examples & Samples

Researches tax consequences of transactions, including restructurings and acquisitions. Presents alternatives that will minimize tax liabilities and mitigate risk
Prepares responses to information requests on tax controversy projects
Works with other departments effectively to implement tax planning strategies
Assists tax compliance and tax accounting teams to ensure tax planning strategies are properly reported in tax returns and financial statements
Bachelor’s degree or equivalent; Advanced degree or CPA preferred
4 – 7 years related experience

Senior Tax Analyst Resume Examples & Samples

Prepare/review companies’ corporate and international tax returns and provisions
Handle tax audits and tax controversy projects
Strong knowledge of all returns (e.g., Forms 1042, 592, 5500 - including Forms 5471, 8858, 8865 and 8621)
Review tax return workpapers prepared by local foreign teams, analyze activity reported year over year and work directly with those teams to understand reasons for variances or changes in the business operations
Develop and implement new tax minimization opportunities whenever possible
Assist with transfer pricing analysis
Provide work guidance and technical assistance to staff in solving work problems and issues. Oversee day-to-day activities and priorities for various projects
BA or BS from US Accredited School
3-5 years of experience, including at least 2 years of public accounting
Possess exceptional organizational skills and the ability to multi-task

Senior Tax Analyst Resume Examples & Samples

Support corporate tax in complying with legislative requirements and tax planning projects
Detailed analysis and documentation in relation to R&D tax credit claims for international tax manager review
Ability to interact independently with external consultants on technical issues
Clearly articulate and provide simple solutions on complex tax specific matters to senior management

Senior Tax Analyst Resume Examples & Samples

Preparing and reviewing corporate, federal and state income tax returns and provisions
Developing and implementing new tax minimization opportunities whenever possible
Provide timely and quality service to departments on issues involving income, payroll, property, and sales and use tax
Master’s in Taxation, CPA and member of CPA professional society a plus

Senior Tax Analyst Resume Examples & Samples

Coordinate local, state and federal audit and responses with appropriate third party
Coordinate/complete local, state and federal withholdings and forms
Coordinate aspects of tax audits with external tax auditors
Provide guidance/assistance to attorneys and accounting on tax related matters
Three to five years of Big 4 or mid-sized public accounting firm experience within Real Estate

Senior Tax Analyst Resume Examples & Samples

At least 3 years of corporate or public tax experience
Tax software experience
Understanding of financial statements
State and federal income tax laws, flow-through entities knowledge

Senior Tax Analyst Resume Examples & Samples

Assist in preparation of State, Federal and International income tax returns
Collaborate with Business units to prepare Federal, State and AMT depreciation forecasts and reports
Assist with Tax budgeting process and understanding law changes
Accumulate information for tax returns and budgeting with both US and international business units
Assist with income tax and sales and uses tax audit defense
Liaison for external auditors

Senior Tax Analyst Resume Examples & Samples

Prepare corporate federal and state income tax returns for mid-to-large sized clients
Develop and manage client relationships while supervising tax professionals working on client projects
Understand and apply knowledge of tax filing requirements for foreign operations
Conduct tax research and draft/review memorandums to support tax return filing positions and special projects
Apply understanding of ASC 740 and prepare income tax accrual calculations
Provide high quality tax and advisory services to clients
Bachelor’s Degree in Accounting (CPA, MS in Taxation or Advanced Degree a plus)
2+ years of corporate income tax preparation and experience working in a corporate tax department OR professional services environment
Excellent advisory and compliance skills, with ability to handle engagements and client service teams
Proficiency in corporate tax software, such as Corptax, ONESOURCE, or GoSystem RS preferred
Strong computer skills in Microsoft Office, including Excel
Working knowledge with online tax research tools (CCH, RIA, BNA)

Senior Tax Analyst Resume Examples & Samples

Prepare international, state level partnership, and various other tax returns
Research of international, federal, state and local income tax issues
Prepare state level partner individual tax documents
Ownership of monthly VAT and other operating tax filings
Implement tax planning opportunities
Monitor current and proposed US and international tax laws
International tax experience is required
Partnership experience is highly preferred
Experience with tax provision and compliance software is a plus (OTP-Tax Stream and Insource Express)

Senior Tax Analyst Resume Examples & Samples

Develop general corporate tax technical expertise and propose implementation plans to streamline processes and procedures
Partner with business units and other departments throughout the company to assist with any tax matters and to obtain relevant tax information
Review federal, state and local income/franchise tax returns, including estimates and extensions
Conduct research and provide supporting documentation for tax positions taken on returns and for proposed transactions
Prepare quarterly and year-end tax provisions, tax entries, tax account reconciliations, and assist in footnote disclosures
Prepare earnings and profits studies for foreign entities
Assist with various transfer pricing projects
Assist in coordination of federal and state audits
Bachelor’s degree in Accounting or Business is a must
CPA preferred and/or MST preferred
Three or more years of tax experience with a “Big 4” or large regional public accounting firm
Knowledge of ASC 740 is a preferred
Experience with Onesource is a plus
Oracle and Hyperion or other ERP experience is also preferred

Senior Tax Analyst Resume Examples & Samples

Prepare compliance returns
Assist with the tax provision
Provide support and partner with the tax director
You worked for 3-5 years of public accounting
You understand and/or have worked for large companies
You work efficiently because of your advanced Excel skills
You are a CPA or possess equivalent knowledge

Senior Tax Analyst Resume Examples & Samples

The financial reporting aspect of the position entails the calculation of the consolidated tax provision and evaluation of the related balance sheet accounts. It also includes preparation and/or review of the tax disclosures included in S.E.C. filings and other published financial statements, and disclosures
Research, analyze and respond to inquiries on the tax impact of various subsidiaries’ strategic or structural changes. Where necessary, to coordinate and monitor outside consultant’s research and/or special projects
Timely and accurately prepare, review and report deferred taxes, tax provisions, and tax-related disclosures for required external reporting (i.e., 10-Q, 10-K)

Senior Tax Analyst Resume Examples & Samples

Assisting with compliance - filing returns and extentions
Researching tax laws to answer questions on tax issues
Assisting with preparing federal, state, and franchise tax returns
Filing sales tax and property tax returns
Provide oversight on audits
2-5 years of experience in accounting and tax preparation
Technically proficient with Excel

Senior Tax Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting or Master’s Degree in Taxation. Three to eight years of tax experience required; public accounting experiences a plus
Strong knowledge of general corporate income tax. Exposure to multiple tax disciplines is beneficial, but not required
Attention to detail, accuracy and reliability with a drive for continuous improvement
Produces high quality, timely and accurate work product
Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities, proactively communication, take initiative, effectively prioritize, and meet specific deadlines

Senior Tax Analyst Resume Examples & Samples

Provide guidance to India tax analysts in their execution of responsibilities
Provide updates to India tax manager on progress and status of responsibilities handled
Work to be the tax technical lead on areas of responsibilities assigned – be able to identify tax issues and troubleshoot possible resolutions to India tax manager
Work with India tax manager and team to identify process improvements to tasks/responsibilities handled
Preparation of U.S. income tax compliance
Forms 5471

Senior Tax Analyst Resume Examples & Samples

Prepare U.S., state and federal corporate tax returns, extensions, and estimated payments
Research, analysis, and documentation of domestic transactions
Support tax audits by both state and federal taxing authorities
Perform complex tax research and make recommendations to senior management
At minimum 3 years of corporate tax experience along with some prior public tax experience

Senior Tax Analyst Resume Examples & Samples

Prepare quarterly and annual domestic, international and worldwide consolidated tax provision ensuring process maps are maintained and controls are Sarbanes-Oxley compliant
Ensures international current and deferred tax expense, deferred tax assets and liabilities, tax payables and tax reserves are adequately maintained by entity for statutory and IFRS purposes
Assist in preparation of APB 23 journal entry and related disclosure
Ensures domestic (federal and state) current and deferred tax expense, deferred tax assets and liabilities, tax payables and tax reserves are adequately maintained by entity
Prepare federal and state provision to return analysis and prepare journal entry, if needed
Prepare analysis to review monthly forecast ETR and cash taxes for worldwide group
Prepare tax account reconciliations
Complies with all Sarbanes-Oxley requirements for function, as well as update process maps as needed
Prepare and/or review assigned US Tax Returns for international operations, as well as E&P, tax pools, OFL, PE analysis and tax basis
Prepare/review assigned US Tax Returns for domestic operations, as well as consolidation and statements
Prepare tax filings (estimates, extensions and returns), including collecting, analyzing and formatting financial information to ensure accurately and timely filing
Manage tax fixed asset books
Provide support for US, state and international tax audit, (Note: Will require significantly higher percentage of time if US Federal tax audit)
Gather documents and prepare response to all international tax inquiries related to US tax audit
Gather documents and prepare response to all US federal and state income, property and sales and use tax audit inquiries
Prepare timely response to tax notices
Facilitate the resolution of miscellaneous domestic and international tax issues
Assist in gathering and preparing data for special project, such as moving cash between countries, mergers, acquisitions, divestitures, liquidations, valuations etc
Monitor domestic and international tax law changes and communicate impact
Maintains professional and technical knowledge by attending educational workshops or classes; reviewing professional publications; establishing personal networks, participating in professional societies
Bachelors’ Degree in Accounting
Advanced degree or CPA license preferred
3-5 years progressive experience with a minimum 2 years Big 4 or Large Regional CPA Firm

Senior Tax Analyst Resume Examples & Samples

Prepare quarterly and annual domestic, international and worldwide consolidated tax provision, including provision to return and true up. Ensures process maps are maintained and controls are effective to be compliant for Sarbanes Oxley
Ensures current and deferred tax expense, deferred tax assets and liabilities, tax payables and tax reserves are adequately maintained including federal and state levels
Assist in preparation of APB 23 journal entry and related quarterly and annual tax footnote disclosures
Prepare analysis to review monthly forecast ETR and cash taxes for worldwide group for Manager review
Complies with all Sarbanes Oxley requirements for function, as well as update process maps as needed
First review of quarterly international tax provisions
Ensures current and deferred tax expense deferred tax assets and liabilities, tax payables and tax reserves area adequately maintained by country for statutory and IFRS purposes
Understanding of US tax concepts – federal income tax consolidation, state income tax separate, combined and unitary filings, state property tax, sale and use tax and annual reports
Facilitates preparation of tax returns by providing assistance in collecting analyzing and formatting financial information
Assist with transfer pricing report preparation and prepare corporate allocation computation
Support for US, state and international tax audit, (Note: Will require significantly higher percentage of time if US Federal tax audit)
Bachelor’s degree in accounting or finance; MBA or CPA with emphasis in Tax preferred
Minimum of 2 years of experience in corporate income tax, Big 4 accounting firm a plus, or comparable industry experience
Analytical with a strong knowledge of accounting and tax
Self-starter, highly motivated and action oriented

Senior Tax Analyst Resume Examples & Samples

Prepares and reviews international income tax returns including, but not limited to, Forms 1118, 5471, and 8858
Assist tax personnel with preparation and review of domestic compliance items as needed
Assist with various special projects, as assigned

Senior Tax Analyst Resume Examples & Samples

Prepare Canadian tax filing
3+ years of experience in a public tax department or corporate setting
Federal Tax experience required – preparation of returns and compliance
Preference to those with State and International Tax experience as well
CPA desired, but not a requirement for the right experience
Bachelor’s Degree in Accounting or Master’s in Accounting is required

Senior Tax Analyst Resume Examples & Samples

Responsible for the preparation of US federal, state and local income tax compliance supporting workpapers (including tax returns, quarterly estimated tax payments and extensions) and CORPTax input
Assist in managing short-term outsourced sales tax compliance for an acquired company
Assist with various projects concerning M&A activity
Assist with tax research and special projects: research and write memorandums on various Federal and state tax issues and assist in special projects
Assist as needed with IRS and state income tax audits
CPA / MS in Taxation preferred
5+ years of public and/or corporate tax experience
Corporate income tax return preparation experience preferred: CORPTax experience preferred or similar income tax compliance software experience
Good knowledge of FAS109 and US GAAP accounting is a plus
Must be a detail-oriented, organized thinker with strong accounting, analytical and research skills
Must have strong computer skills - Proactive and have the ability to work independently and multitask
Good written, verbal and interpersonal skills
Ability to effectively communicate with all levels of personnel and external contacts
Familiarity with SAP a plus
75034BR

Senior Tax Analyst Resume Examples & Samples

Manage tax compliance calendar and file state and local income tax returns and quarterly estimates
Make recommendations in managing tax liability by identifying risks and opportunities
Respond to internal and external inquiries as the state tax subject matter expert, including inquiries from tax jurisdictions to defend tax strategies and tax positions
Conduct tax research and analysis to develop strategies of filing positions
Other Projects as needed
Bachelor degree in Accounting or related field; CPA, MBA or MS Taxation is strongly preferred but not required
3+ years of relevant experience at a large corporate or in public accounting; BIG 4 OR MID-TIER PREFERRED BUT NOT REQUIRED
Advanced Microsoft Office skills, especially in Excel
Tax compliance software experience is a MUST (CorpTax or Onesource preferred)
Large ERP, such as SAP, desired but not required

Senior Tax Analyst Resume Examples & Samples

3+ years
Strong technical tax accounting knowledge including experience with ASC 740 (FAS 109 & FIN 48)
Experience with CorpTax Provision software is preferred
Solid accounting background and analytical abilities
Ability to multi-task and prioritize work flow
Focus on deadlines and perform self-review of work
Solving Business Problems
Managing Change
MS Office (i.e., Word, Excel, etc.)
Functional/Business Unite specific applications
Tax Software - CorpTax

Senior Tax Analyst Resume Examples & Samples

Bachelors in accounting
2-4 years of tax experience
CPA or MST is a plus

Senior Tax Analyst Resume Examples & Samples

Preparation of state income and franchise tax returns
Preparation of state estimated income tax payments
Preparation of monthly tax journal entries and account reconciliations
Assisting with the preparation of the U.S. consolidated federal income tax return
Assisting with the preparation of responses to various tax audits and notices
LI-JL1
CPA strongly preferred; Generally 3 plus years of corporate federal and state income tax experience either with a large multinational company or similar experience with a Big 4 or national CPA firm
Completely proficient with MS Office Suite and OneSource Income Tax; Experience with Oracle and HFM a plus
Strong technical tax background; strong tax research and compliance skills
Well organized; plans, organizes and monitors performance according to priorities
Hardworking; willing to get into the details; strong analytical thinking
Effective project management skills; Ability to establish, maintain and meet deadlines

100

Senior Tax Analyst Resume Examples & Samples

All aspects of Puerto Rico tax compliance, including income tax, VAT and municipal tax, both for local country tax purposes & US tax provision purposes
Participates in various tax planning activities and research including estimated tax forecasts and other projects that involve a high degree of complexity
Leads and participates in ongoing process transformation initiatives
Works across different functions and levels within the organization
Finance / Business Administration University degree or related experience
Minimum of 8 years international tax experience with a multinational company or Big 4 accounting firm

101

Senior Tax Analyst Resume Examples & Samples

Typically 5+ years of related experience in accounting or tax, with 3+ years with Big 4 and about 2 years at in-house position
Can-do attitude, be willing to take extra efforts to make changes
Advanced knowledge of tax laws as they relate to corporations
Excellent communication and influence skills
Strong curiosity of knowing people and business, good financial and business acumen
Good project management, problem solving, and analytical skills

102

Senior Tax Analyst Resume Examples & Samples

Bachelor's Degree in tax or accounting
A minimum of 1-1/2 years directly tax experience
Experience with Corptax preferred
A minimum of 5 years directly related and progressively responsible tax experience
Solid GAAP Financial Accounting/FAS 109 knowledge
Demonstrated ability to develop innovative and creative solutions to complex issues
CPA and advanced degree with an emphasis in taxation preferred
Big Four accounting experience desired

103

Senior Tax Analyst Resume Examples & Samples

Prepare and review US Federal consolidated and separate legal entity pro forma tax returns includingquarterly estimates, extensions and amended tax return filings using Tax Systems (i.e. CORPTax, Global Integrator)
Serve as SMEs on various tax adjustments presented within the US consolidated tax return (i.e. Partnership returns, Section 199, etc.)
Assist with annual preparation of state and local income and franchise tax returns and respond to state apportionment questions
Prepare monthly state excise tax returns and estimated payments
Support Tax Accounting COE by conducting monthly and quarterly tax close activities, including preparation of tax provision, reconciliation of tax general ledger accounts and identification of potential FIN48 reserves
Prepare reconciliation of recorded tax provision to filed tax returns (i.e. book to return adjustments)
Support the Tax Defense COE in understanding the reporting mechanics of positions taken within the tax return and consult on responses to examiner requests for information
Update the Tax Risk Matrix for legislative developments or negotiated examination agreements
Collect and coordinate data requests for preparation of forms 1099 and 1042 including liaising with Shared Service Centers and the Corporate Office. Review all 1099 and 1042 forms
Continuously identify enhancements to the income tax filing process as well as opportunities to reduce the US effective tax rate
Manage Tax System updates, security and trainings (i.e. CORPTax, CMI fixed assets system)
Bachelor degree in Finance or Accounting
Min 5-7 years of Federal tax experience, including tax accounting, in a large multinational corporation or public accounting firm
Experience in State tax, standard finance/tax systems
Masters of Tax
CORPTax experience

104

Senior Tax Analyst Resume Examples & Samples

Preparation of the consolidated annual tax returns for the Johnson & Johnson companies in ANZ and preparation of relevant claims and elections, in a timely manner for submission within statutory deadlines
Preparation of consolidated statutory accounts and reports from multiple general ledgers, including all disclosure notes, liaison with external auditors and ensuring submission within statutory deadlines
Ongoing assistance with the US LE reporting processes including liaison with GSS and US Global tax team, making sure all deadlines are met and accuracy of reporting is maintained
Tax accounting and preparation of year-end tax disclosures for both local and US LE reporting purposes
Collaborate and develop strong relationships with GSS and other stakeholders
Accountancy qualification with professional certification such as CA or CPA
Relevant years of finance and tax experience gained in a professional services firm or other corporate environment
Ability to manage workload and prioritise
Strong command of the English language essential

105

Senior Tax Analyst Resume Examples & Samples

Prepare federal, state and local corporate and partnership income and franchise tax returns, including related schedules, work papers and reports
Prepare draft, wire and/or check requests for payment of taxes and code payments to the correct general ledger accounts
Calculate and record monthly tax accruals for federal, state and foreign income and franchise taxes
Prepare supporting tax provision schedules and work papers for financial statements and/or regulatory reporting purposes
Identify new general ledger accounts and research the appropriate tax treatment
Research and respond to income tax inquiries from taxing authorities
CPA certification or CPA candidate required
5+ years of experience in multi-state corporate and/or partnership income compliance preferably in a corporate tax department in the same or similar industry or via Big 4 public accounting
Experience with ASC 740 is desirable
Excellent tax research skills using various tax services and sources such as CCH, RIA, BNA, etc
Strong communication and interpersonal skills are required
Proficiency with Microsoft Excel and Word is required
Knowledge of corporate or partnership tax preparation software packages (OneSource IT, OneSource IT Express, GoRs, etc) is preferred
Experience with tax provision software packages (OneSource, CorpTax, Longview) is preferred
Experience with SAP, PDI, or Oracle is desirable

106

Senior Tax Analyst Resume Examples & Samples

Support the interim and annual income tax accounting process to ensure accurate and timely reporting. Responsibilities include preparing, reviewing and documenting supporting calculations and income tax accounting positions
Support the income tax compliance function to ensure accurate and timely reporting. Responsibilities include preparing and reviewing Federal and state income tax calculations, income tax returns, extensions and estimated tax payments, as well as researching and documenting income tax positions. Responsibilities also include responding to notices from taxing authorities
Support the forecasting process to ensure accurate and timely reporting. Responsibilities include preparing and reviewing projected income tax obligations and modeling
Independently researches and concludes on various tax issues to determine the appropriate tax treatment and related reporting. Research includes preparing written memorandums for review and technical presentations. Investigates, concludes, and responds to inquiries regarding tax matters made by organizations within Exelon and supports merger and acquisition related activities
Analyze and interpret changes to federal and state tax laws as well as communicate financial impact of changes. Assist in controversy matters with governmental agencies including but not limited to the Internal Revenue Service and other state taxing authorities. Activities include assisting in formulating position statements with respect to identified controversies raised by tax authorities
Proactively identifies, drives, and implements process improvements that promote risk management, streamline activities, and enhance transparency in tax work streams. Participate in project planning and support special projects

107

Senior Tax Analyst Resume Examples & Samples

Gathers data, formulates position statements, coordinates, or negotiates with respect to examinations by state tax authorities
Investigates and solves technical state tax issues, including those connected with state tax returns and planning
Assists with implementation of complex state tax planning strategies and the resolution of a broad range of associated issues
Reviews working papers, schedules, reports and other correspondence, state tax returns, or other items related to tax returns or to tax payments necessary to comply with tax laws, or other items related to accounting for state income taxes
Researches various state tax matters to arrive at the most advantageous and proper treatment under the law; prepares memoranda (including FIN 48 memoranda) on conclusions
Uses knowledge of state tax concepts to seek to identify opportunities to minimize company

108

Senior Tax Analyst Resume Examples & Samples

Prepare required transfer pricing documentation
Liaise with the various business groups providing transfer pricing input by developing a clear understanding of business needs and expectations and implementing appropriate transfer pricing solutions
Assist with U.S. and foreign tax audit responses
Prepare international portions of US income tax return
Prepare tax accounting calculations
Perform international tax/transfer pricing research and planning
Handle tax special projects as needed
Bachelor’s in accounting, finance or economics from an accredited college or university
3+ years of corporate tax experience with relevant experience in international and/or transfer pricing
Ability to prepare detailed work with a high level of accuracy
Computer skills including Microsoft Office

109

Senior Tax Analyst Resume Examples & Samples

Researching transfer pricing issues
Performing financial / economic analyses and building financial valuation models
3+ years of transfer pricing experience in public accounting, equivalent consulting or industry experience
Excellent written and verbal communication skills and overall abilities to meet project deadlines with a focus on details

110

Senior Tax Analyst Resume Examples & Samples

Bachelor’s degree from an accredited institution
Minimum 1 year accounting/tax experience
No relocation is being offered for this position. Only candidates who reside within a 50 mile radius of Houston, TX or Beachwood, OH will be considered
Candidates must be legally authorized to work in the US without company sponsorship now or in the future
CPA and/or MTAX preferred
2+ years of tax experience preferred
Previous international tax experience a plus
Compliance experience
Computer skills including working knowledge of Excel, Word, and Power Point
CorpTax, SAP or Oracle experience is a plus
Excellent verbal and written communication skills, and the ability to work well with others in a highly dynamic environment

111

Senior Tax Analyst Resume Examples & Samples

Exposure to different opportunities and skills
Tremendous growth
Minimum 3 years of tax experience consisting of tax accounting and corporate income tax compliance
Experience working with tax software applications (OneSource, RIA-Checkpoint)
Experience with tax provisioning, tax analysis, corporate income tax, franchise tax, etc
CPA desired
Public accounting experience is strongly preferred
SAP experience a plus
Manufacturing experience a plus

112

Senior Tax Analyst Resume Examples & Samples

Key Performance Objectives
21 years of age
Bachelor’s degree in accounting, tax or equivalent work experience required
Minimum of 2 years accounting and/or tax experience in a corporate environment or Big Four or major/medium sized accounting firm
The individual must be proficient at excel and have experience performing tax research
Ability to read and communicate effectively in standard English in written and oral business communications
Regular and reliable attendance is an essential function of the job
Proof of authorization to work in the United States

113

Senior Tax Analyst Resume Examples & Samples

Prepare current and deferred federal/foreign income tax expenses for financial statements
Advise management by evaluating tax implications of business strategies, contemplated transactions, and business proposals
Implement audit strategies and stay abreast of legal developments
3+ years of Corporate Tax experience (International and/or Federal); Big4 PREFERRED BUT NOT REQUIRED

114

Senior Tax Analyst Resume Examples & Samples

Prepare and analyze State & Local tax filings
Perform tax research to identify supportable and cost-effective alternative tax filing positions
Review processes and procedure implementations for quick and efficient administration
Manage reporting deliverables by accurately preparing business unit income tax accounts for financial statement purposes
Analyze the taxes behind financial forecasts and evaluate positions to properly reflect tax treatments of financial statements
2+ years of Corporate Tax experience with State & Local; Big4 PREFERRED BUT NOT REQUIRED
CorpTax or ONESOURCE systems and broad knowledge of tax laws and regulations PREFERRED
GAAP Financial Accounting/FAS 109 knowledge preferred

115

Senior Tax Analyst Resume Examples & Samples

Bachelor’s Degree in Business/Accounting/Tax – CPA a plus
Strong US GAAP accounting (ASC 740) and related SEC reporting background
Four to six years prior work experience in a Big 4 accounting firm and/or a tax or accounting role in a large company environment
Excellent computer skills including MS Word, PowerPoint and Excel
Resourcefulness, critical thinking, and problem solving skills required
Attention to detail and good organization skills, as well as the ability to multi-task and prioritize work in a fast paced environment

116

Senior Tax Analyst Resume Examples & Samples

Preparation and review of federal income tax returns, including international forms, estimated income tax payments and extension filings
Preparation of the tax provision and related disclosures for the consolidated year-end and quarterly financial statements
Assist with compliance and documentation in connection with Sarbanes-Oxley
Assist with federal income tax examinations
2 to 5 years in general corporate income tax and accounting environment
1 to 3 years of public accounting experience preferred
Experience in federal and state income tax compliance
Experience with tax preparation software (e.g. Corptax, OneSource) preferred
Undergraduate accounting degree required
CPA or CPA candidate is preferred
Ability to work independently under conflicting priorities and tight deadlines

117

Senior Tax Analyst Resume Examples & Samples

Assist in the preparation of domestic return-to-provision analysis – upon completion of the US tax returns
Assist in the preparation of ASC740 quarterly and annual tax provision
Preparation/review of state tax adjustments and review of state tax returns
Assist with REIT Test as needed
Research tax issues from time to time using CCH Tax Research Network and BNA Tax Management Portfolios
Bachelor’s degree in Accounting with a Master’s in Taxation (MST) preferred

118

Senior Tax Analyst Resume Examples & Samples

Ability to analyze, understand and interpret the results of large amounts of data from various sources (data warehouse, billing reports and E-Rate database)
Work with IT on issues that may occur between billing and the E-Rate system and make recommendations for improvements
Experience with system conversions and testing
Ability to document functionality requirements and enhancements to the Verizon Schools and Libraries system and clearly communicate these requirements to the IT team
Ability to assist and possibly lead with the testing and results documentation of the Verizon Schools and Libraries System
Familiar with the types of products and services eligible for E-Rate discount
Research and resolve customer issues
Arbitrate on Verizon Wireless behalf with Universal Service Administrative Company (USAC) Auditors regarding inquiries concerning Verizon Wireless customer accounts
Interprets USAC policies and guidelines and ensures Verizon Wireless is in compliance
Resolves discrepancies with USAC
Responsible for SOX Compliance and maintaining the supporting documentation
Familiar with USAC’s and Verizon record retention polices
Makes recommendations for process improvements
Must have a working knowledge of financial systems and controls
Must be proficient with Microsoft Excel and Word
Must be able to work with pivot tables and large amounts of data in Excel
Experience with PeopleSoft
Self-Starter, and able to work both on a team and independently with minimal supervision
Independent decision making and financial analysis on a daily basis
Proficient with Data Warehouse & SQL queries
CPA or CMA desired
Working knowledge and prior experience with databases

119

Senior Tax Analyst Resume Examples & Samples

Preparation of ASC 740 workpapers for calculation, consolidation, and communication
Preparation of Uncertain Tax Positions (FIN 48)
Sarbanes Oxley 404 (SOX) control testing
Preparation and analysis of tax rates, cash income tax and non-income tax payments
Assist with settlement of payments
Prepare federal informational tax returns (Forms 5471/8858) for foreign subsidiaries
Prepare factor book apportionment workpapers for state income tax return purposes
Data collection (including SAP, Tax Driver, OneSource, Tax Packages, Direct Inquiry)
Assist with modeling issues impacting strategic and operational tax planning
Provide audit support for any state income tax audit
Other income tax compliance, controversy, planning, process improvement, etc
3-5 years of tax accounting and compliance in a public accounting firm or equivalent experience in large corporate tax department
Ability to work independently and strong analytical skills
Proficient with Excel
US GAAP and tax technical knowledge including ASC 740, FIN 48 and SOX
4-year degree in Accounting

120

Senior Tax Analyst Resume Examples & Samples

Bachelor's degree in accounting, finance or business administration
4-5 years of related work experience
Experience with multiple state income tax return preparation
Experience with tax preparation software (Onesource Income Tax preferred)
Experience with large consolidated group tax returns
Advanced use/knowledge of Excel
Ability to manage multiple responsibilities and deliverables
Ability to not only gather and report information but also to analyze results and identify areas for improvement
Experience with ASC 740 (FAS109)
Experience with ASC740-10 (FIN48)
OWM Tax Calendar Experience (One Source Workflow Manager)
Experience with BCS
Experience working with a Fortune 500 company
Demonstrated learning agility and desire to learn
Experience researching complex corporate tax issues

121

Senior Tax Analyst Resume Examples & Samples

Preparation and review of consolidated federal income tax return, proforma 1120s and detailed schedule M workpapers
Lead tax team IT projects initiatives, such as tax package request and check in, Vertex administration and automation, federal and state tax return e-filings, etc
Preparation and review of various federal and state research memorandums using RIA Checkpoint and other internet-based research tools
Assisting with federal tax audits
Assisting with fixed asset management for tax as well as financial reporting
Assisting with the preparation of tax provision
Preparation and review of state/local income/franchise tax returns
Prior experience with researching corporate financial and tax accounting methods and/or technical issues
Experience with supporting IRS audits
Minimum 5 years of experience in corporate tax
Excellent computer skills, especially in Windows and internet based applications
Ability to act independently and take ownership of assigned areas
Ability to prioritize and multi-task to meet tight deadlines
An inquisitive mind with a desire to learn

122

Senior Tax Analyst Resume Examples & Samples

Bachelor's/ Master’s Degree in Finance (Accounting and/or Tax)
At least 3-5 years accounting and/or direct tax experience. Ideally a portion of this experience would come from a tax consultancy, preferable (Big 4) or multinational company with sound internal tax reporting procedures
Very good knowledge of accounting principles under US GAAP or IFRS
SAP, Hyperion (Enterprise/HFM) knowledge is an advantage
Proficiency with Microsoft Office Suite Applications (Word, Excel, Access & PowerPoint), Internet and e-mail
Excellent oral and written communication, organizational and planning skills
Fluent English is a must, French or Spanish language is an advantage
Strong ability to express information in a manner appropriate to different levels of people

123

Senior Tax Analyst Resume Examples & Samples

Preparation and review of Federal, multi-state and international tax returns and work papers
Preparation of quarterly income tax provision under ASC 740 and IAS 12
Assist Federal and multi-state income tax audits
Participate with acquisition related issues
Analyze income general ledger accounts
CPA or Master in Tax (MST) preferred
Multi-state income tax experience also a plus
4 years tax provision/tax compliance experience
Proficient in MS Excel, OneSource Income Tax or other tax software, CCH and BNA research tools
Big 4 experience a plus, and/or medium to large corporate experience

124

Senior Tax Analyst Resume Examples & Samples

Prepare/review federal and state income & state franchise tax returns, quarterly estimates & supporting work papers
Research tax positions and ASC 740 issues
Maintain and reconcile tax general ledger accounts
Assist with federal and state tax audit and responses
Assist in the preparation and review of income tax account reconciliations
Prepare, calculate and document various portions of the current and deferred tax provision, effective tax rates (ETR)
Create and analyze electronic work papers and information gathering questionnaires
Assist tax department with written documentation of tax policies and procedures
2+ years of federal tax experience in corporate environment or accounting firm
Ability to identify tax issues, knowledge of applicable tax laws
Strong analytical, research, critical thinking, and decision making skills
Excellent interpersonal, verbal and written communication skills, with the ability to interact professionally with all levels internally and externally
Proven skills to be an active, contributing member of work teams
Ability to work well independently and as a member of a team with little supervision
Proficiency with tax software (CorpTax preferred)
Excellent organizational skills with the ability to manage multiple projects in a timely manner, ensuring compliance requirements are consistently met

125

Senior Tax Analyst Resume Examples & Samples

Prepare US Federal and US State returns
Calculate adjustments according to US Tax rules
Reconcile GL accounts against various reports
Prepare reporting for various US tax provision items
Calculate apportionment reports
Support the Corptax admin role in US
Prepare journal entries and enter in tax system
Other special projects and duties as specified

126

Senior Tax Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting required; CPA license or Master’s Degree is desirable
Three plus years of Corporate Income tax experience
IRC Section §199 and R&E credit experience a plus
Proficient understanding and experience with FAS 109/ASC 740
Must be highly motivated and communicate in a highly professional and articulate manner verbally and in writing
Ability to manage multiple complex assignments
Proficient in the use of MS Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint)
CORPTax compliance and/or provision software desirable

127

Senior Tax Analyst Resume Examples & Samples

Bachelor’s degree in Accounting, Economics or Finance or related field AND
Three (3) years of related experience with at least two (2) working in a large public accounting firm or major corporation OR
Excellent communication and collaboration skills and proven track record of partnering in team settings
Proficiency in Microsoft Office with emphasis on Excel and Word
Flexibility to travel as needed
Masters of Science in Taxation, Masters in Business Administration or Masters in Accounting
Experience with automated provision and tax compliance systems

128

Senior Tax Analyst Resume Examples & Samples

Assist with preparation and reconciliation of federal and state income tax provisions and related balance sheet accounts for monthly, quarterly, and annual financial reporting purposes
Assist with preparation and reconciliation of the consolidated federal and state/local income tax returns and related workpapers, including all extension and quarterly payment analyses
Analyze provision to return differences
Display solid understanding of permanent and temporary book/tax differences and the connection to the tax accounting and tax compliance process
Record adjusting journal entries for tax purposes into the SAP general ledger system on a monthly and quarterly basis
Identify and implement technological and procedural improvements with strong commitment to excellence and detail
Develop strong relationships with accounting department to maximize opportunities for automation of data and ensure completeness, accuracy, and efficiency
Manage competing projects and priorities with exceptional communication skills and commitment to positive team dynamics
Understand and conduct research on basic to intermediate tax issues
Provide daily support for ongoing activities of the tax department, including income tax audits and various tax planning items
Assist in other general tax projects, as needed
Minimum of three years tax accounting and tax compliance experience
Bachelor's Degree in Accounting from an accredited college or university
Certified Public Accountant (obtained or in-process, preferred)
Experience with Corptax software (preferred)
Strong project management skills with proactive approach toward driving quality results

129

Senior Tax Analyst Resume Examples & Samples

60%
40%
Communicate tax exemption procedures to Customer Care groups to ensure compliance with policies
1 to 2 years of relevant Transaction Tax and/or Finance experience required; knowledge of telecommunications tax billing/exemptions; experience using Microsoft Excel application
The candidate must demonstrate strong analytical and interpersonal skills as well as excellent verbal and written communications skills. The candidate must be highly a motivated and flexible self-starter with strong PC skills

130

Senior Tax Analyst Resume Examples & Samples

Research and analysis of international tax issues such as treaty-related issues and permanent establishment
Preparation of quarterly and annual tax provision calculations, including return to provision calculations and reconciliation of deferred tax assets and liabilities
Coordination of outsourced tax compliance work, i.e. review corporate tax and withholding tax returns as well as frequent liaison with external service providers
Liaise with the finance and accounting department on international tax matters, including review of financial statements and disclosures
Provide tax advisory support to business units
Provide assistance on special projects and tax audits as necessary
Bachelor degree in finance or accountancy is required
At least 5 - 7 years of public accounting experience with one of the "Big Four" firms or equivalent experience
APAC tax exposure/knowledge and tax accounting experience is essential
Experience with preparation and review of corporate tax and withholding tax returns
Strong foundation of accounting skills and concepts
Detail oriented, strong organization, analytical, and inter-personal skills
The candidate must demonstrate the ability to use tax knowledge and previous experience to add value and assist in meeting the department's objectives while working in a fast-paced, team oriented, rapidly changing, and high-growth organization

131

Senior Tax Analyst Resume Examples & Samples

State and Local Tax experience (5-7 years), financial services sector is preferred with life insurance expertise a plus
Proficiency in Corptax Compliance Software a plus
Solid PC skills including a working knowledge of Microsoft Office
Ability to work independently as well as within a team structure
Ability to learn and adapt to change

132

Senior Tax Analyst Resume Examples & Samples

Provide support to prepare / review quarterly/annual consolidated income tax provisions prepared under US GAAP
Assist in developing cash tax and ETR models
Assist in the preparation and filing of local, state and federal tax returns
Assist in the preparation of the quarterly tax federal and state income tax returns including all analysis and support
Provide support for audits of federal and state income tax and state and local filings
Assist in the review of indirect tax filings by the BPO

133

Senior Tax Analyst Resume Examples & Samples

Undergrad degree in Finance or Accounting or Mathematics or Science
Experience working in a large public accounting firm or multi-national corporate tax department
Expertise or knowledge of Transaction Taxes
Very strong organizational, interpersonal, and communication skills
A team orientated, customer-centric attitude
A working knowledge of VAT in the EMEA region
Experience maintaining and operating transaction tax calculation and compliance software (e.g., Vertex, Sabrix, Taxware, etc.)

134

Senior Tax Analyst Resume Examples & Samples

Participate in the estimated tax payment process
Development of models to forecast consequences of various tax positions, corporate M&A transactions, pending legislation and new business initiatives
Minimum four years of relevant experience in Public Accounting and/or industry
Strong income tax operational experience including preparation of income tax compliance and reporting obligations for US multinational organizations

135

Senior Tax Analyst Resume Examples & Samples

Preparation and review of consolidated federal income tax return, proforma 1120s and detailed supporting schedule M documentation
Fixed asset reporting for tax as well as financial reporting
Assisting in providing data necessary to support quarterly and annual tax provision calculations
High level of competence working with corporate income tax compliance and fixed asset management software and preparing, developing and/or maintaining workpapers that adequately document and support tax positions
Prior experience in working through the details of fixed assets—including (but not limited to) cost segregation mid-quarter convention, CIP review, bonus depreciation , maintaining general asset accounts, and reconciling general ledger accounts to fixed asset software reporting
Minimum 4 years of experience in corporate tax compliance and fixed asset system operation

136

Senior Tax Analyst Resume Examples & Samples

Review and process customer tax exemption requests submitted by Verizon Customer Care. This will require the analyst to understand nuances of the various VZT billing platforms. In addition, the analyst must demonstrate an understanding of the exemption rules driving customer tax exemptions. The analyst must understand: how VZT tax exemptions are processed; at which level exemption flags are applied, e.g., federal, state, and local; how various billing system structures are designed, i.e., master vs. subordinate accounts; and differences among the billing platforms, e.g., CABS, CRIS, NBBE, and Vision
Interact with Tax Research/Billing Group and IT Support when tax exemption issues arise. The analyst will investigate problems and work with various groups to obtain a resolution
Monitor the FDT mailbox. This will require the analyst to correspond with several contacts at the Office of Foreign Missions (OFM) to obtain required the tax exemption certificates. The analyst must submit tax exemption requests for eligible foreign diplomats
Perform the annual recertification of FL resellers for VZT accounts. The analyst will be required to obtain a list of wholesale customers currently exempted from FL State and local communications services tax. Each customer will need to be recertified via the FL Department of Revenue website in order to retain the exemption

137

Senior Tax Analyst Resume Examples & Samples

Assist in preparation and review of quarterly tax provisions to ensure current and deferred taxes are properly recorded and reported as required under ASC740
Preparation of corporate income and franchise tax filings in compliance with federal and state laws
Assist in preparation and review of transfer pricing analysis and documentation
Review of sales tax data and preparation of sales tax returns
Assist with management of federal, state, and international tax audits
Perform research and analysis on various tax issues such as acquisitions and new business initiatives
Assist in tax planning and forecasting
Work collaboratively with other Finance functions on various projects
Bachelor’s degree in Tax, Accounting, or Finance. (Graduate degree preferred)
Certified Public Accountant or seeking CPA certification
Tax professional with minimum 2 years related experience (public accounting experience preferred)

138

Senior Tax Analyst Resume Examples & Samples

Bachelor’s degree with a concentration in accounting or equivalent experience, and have 3-5 years of corporate consolidated and state tax compliance experience in public accounting or private industry
Demonstrated ability to communicate (verbal and written) with all levels of iternal and external customers
Experience with JDE/SAP accounting software a plus
Ability to manipulate word processing and spreadsheet computer software (Windows based Word and Excel); demonstrated work paper technique
Proven analytical and problem solving skills; demonstrated planning and organizing skills; ability to think strategically/long-term
Pursuing CPA is a plus
Experience with corporate and partnership tax return preparation and research; experience preparing return filings to tax provision tax provisions preferred

139

Senior Tax Analyst Resume Examples & Samples

Prepare Forms 5471, 8858, 8865, 1118 and other international tax reporting/disclosures for the US federal tax return
Prepare tax calculations required for the preparation of these forms, including US foreign income inclusion and earnings & profits
Collect data and assist with transfer pricing analysis/documentation requirements, including country-by-country reporting
Assist with completion and management of the required forms for tax treaty application on withholding taxes
Assist Sr. Director of Global Tax Reporting/Compliance with year-end ASC 740 tax provision
Research and analysis of federal and international tax issues
Assist in performing due diligence for acquisitions, tax audits and other tax reporting

140

Senior Tax Analyst Resume Examples & Samples

Prepare and review US Federal consolidated and separate legal entity pro forma tax returns including quarterly estimates, extensions and amended tax return filings using Tax Systems (i.e. CORPTax, Global Integrator)
Assist with annual preparation of state and local income and franchise tax returns and respond to state apportionment questions, as needed
Update processes for legislative developments or negotiated examination agreements

141

Senior Tax Analyst Resume Examples & Samples

Bachelor's degree in related field (accounting, business Administration, economics, finance, mathematics); OR graduate degree (tax or law preferred)
CPA or JD certification preferred
Experience with corporate taxation (exempt organization experience preferred)
Excellent written and verbal communication skills; excellent interpersonal, analytical, and problem-solving ability

142

Senior Tax Analyst Resume Examples & Samples

Prepare consolidated federal tax return and state and local income and franchise tax returns
Prepare schedules supporting various book-to-tax differences
Prepare quarterly estimate and extension calculations and payments
Prepare quarterly and year-end ASC 740 tax provision
Reconcile monthly activity in general ledger tax accounts
Provide assistance with federal and state tax audits
Maintain fixed asset records for tax depreciation
2-4 years of experience with public accounting firm or large corporation tax department
Corptax experience preferred

143

Senior Tax Analyst Resume Examples & Samples

Perform and document tax research and planning, including analysis of state and local law changes and their impact on the company
Address various state sales and use tax issues as they relate to the organization’s business functions
Responds to company inquiries and requests from tax authorities
Reporting several client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in the audit refund process
Reviews documentation and researches issues
Order review to ensure proper tax application (Sales, Use, etc.)
Timely filing in multiple jurisdictions

144

Senior Tax Analyst Resume Examples & Samples

Prepare and/or review state apportionment workpapers
Review federal, state, and local tax returns
Review corporate income tax estimates and extensions
Assist in review of tax accounts
Prepare quarterly and year-end tax provisions, tax entries and assist in footnote disclosures
Accumulate information and prepare nonprofit tax returns
Build relationship with business unit personnel
Assist in accumulation of information for federal and state audits
Initiate ideas and propose implementation plans to streamline processes and procedures
As needed basis, research federal and state tax questions

145

Senior Tax Analyst Resume Examples & Samples

Demonstrate technical knowledge of state tax principles/concepts and ASC 740 guidance
Experience preparing state tax provisions to support financial reporting
Ability to analyze the state tax impact of complex transactions
Demonstrate aptitude to learn and adopt various technical operating software systems
Knowledge of Thomson software application is preferred
Ability to issue-spot and participate in planning discussions with management
Perform basic research of the tax codes and regulations and apply the Company’s circumstances Proficiency in financial accounting connects and GAPP accounting related to tax accounting

146

Senior Tax Analyst Resume Examples & Samples

Preparation of tax account reconciliations
Preparation of tax schedules, forecasts, various tax payments and journal vouchers
Identify and implement internal controls improvements
Respond to internal and external audit requests and lead SOX reviews
Prepare tax schedules, forecasts, various tax payments and journal vouchers
Prepare federal, state, and local tax returns
Assist with the implementation and maintenance of tax provision software
Assist with transfer pricing work

147

Senior Tax Analyst Resume Examples & Samples

Preparing tax compliance and research in Federal and multi-state tax matters
Gathering relevant data to prepare work papers, calculating and documenting book-tax differences, and preparing and filing Federal and state income tax returns
Assisting in some aspects of international tax reporting and planning
Maintaining and updating the inventory of deferred items for GAAP accounting purposes,
Corresponding with taxing authorities and assisting with tax audits
BS/BA in Accounting or Business. CPA or MBT preferable
Minimum 6+ years of corporate tax experience, good interpersonal, verbal, and written communication skills. Must be detail oriented with good organizational and analytical skills, and a strong sense of urgency
Must be self-motivated with strong work ethics, able to work independently and multi-task
Must have effective problem solving and tax research skills and specific experience with multi-state apportionment. Working knowledge of CorpTax software is highly desirable; knowledge of Oracle a plus
PC proficiency skills are essential

148

Senior Tax Analyst Resume Examples & Samples

Handles assigned workload for income tax compliance, estimated payments, audits and financial provision processes
Prepares Federal and state income tax returns and tax related computations supporting income tax provision process, business operations and business transactions
Develops proposed resolution of issues raised in state income tax audits and assists in developing tax planning project recommendations for implementation
Prepares tax computations and memoranda supporting financial reserves and income tax filing positions
Serves as an active and valued business partner in regard to tax matters
Plays a supporting role on transactions, projects, controversies, regulatory developments and legislative analysis depending on the circumstances and skill set required
Works closely with manager on decisions outside of normal and customary practice
Work is reviewed to ensure that services provided meet established objectives and schedules
College degree in an accounting related field; CPA and Masters in Taxation a plus
2-5 years of progressive income tax experience; Public Accounting practice experience desired
Corporate tax department experience a plus
Strong technical and project skills

149

Senior Tax Analyst Resume Examples & Samples

Assist in the preparation of quarterly and annual income tax provisions, estimates and extensions
Partner with business units and Finance to ensure the accuracy of tax returns and financial statement balances
Prepare monthly and annual tax depreciation, disposal gain/loss calculations and other specialized calculations
Bachelor of Science Degree AND
Minimum four years’ experience in a progressive tax organization OR
Microsoft Office (Outlook, Word, Excel, PowerPoint, Project.); Web proficiency
A strong understanding of the federal, state and foreign tax laws that affect API
Advanced Corporate Tax Accounting (FAS109/ASC 740) experience
Effective written and oral communication
Ability to adapt to rapidly changing deadlines
Experience with Tax Provision Software and Tax Research tools
Experience with BNA Fixed Asset Software
Understanding of consolidating general ledger software packages
This is an office-based position

150

Senior Tax Analyst Resume Examples & Samples

Assist in timely and accurate completion of the accounting for income taxes (ASC 740 and ASC 718)
Assist with the accurate completion of income tax work papers and returns
Assist in the identification, analysis and implementation of tax planning
Research and document tax technical issues
Assist with the management of 3rd party vendors responsible for critical calculations related to income tax compliance and accounting
Review, analyze and interpret existing tax laws and proposed income tax legislation for the purposes of preparing forecasts of Company’s tax liability
Assist with other various tax filings: sales and use tax, property tax, excise tax, etc
3 plus years of related corporate or public accounting experience
Strong analytical, project management, and prioritization skills
Experience with income tax provisions
Must have a demonstrated hands-on approach an success in working in a team-based environment
Proficient in MS Excel and other MS products

151

Senior Tax Analyst Resume Examples & Samples

Candidates should have minimum 3-5 years of experience in partnership taxation with emphasis in real estate. Responsibilities entail
Prepare partnership and corporation workpaper files
Assist with federal and state income tax compliance filings
Review of tax compliance Form 1065 and 1120-REIT
Working knowledge of tax return preparation software
Calculate quarterly estimated tax payments
Assist with REIT asset and income test
Prepare state allocation and apportionment workpaper files
Research and analysis of complex tax issues

152

Senior Tax Analyst Resume Examples & Samples

Independent preparation of all assigned tax returns in compliance with laws and CHI policies and procedures. This includes Forms 990, 990-T, 1120, 1065, 5227, state income tax, sales and use, and other tax and informational returns. Primarily responsible for gathering the data necessary to prepare tax filings and coordinating with MBO staff where necessary. Also responsible for tracking the status of tax returns and related notices, refunds, and fees after submission to Federal, State, and Local tax agencies
Prepares tax extensions and estimated tax payments for review and approval in accordance with tax department policy
Assists in establishing processes to efficiently prepare tax returns including updating the tax organizers in accordance with changes made by the IRS and state and local taxing authorities
Serves as primary tax contact at the assigned MBO and works to identify and propose resolutions to specific MBO tax issues for review in accordance with department policies. Those issues may include, but not be limited to: payroll, sales and use, income (including UBI), property taxes and exempt status issues
As required, performs research and analysis of routine tax questions, obtains national review of conclusions and appropriately documents advice given in accordance with department policies
Attends tax-related training by means of web conferences, phone calls, emails, etc. and educates local MBO finance staff members on reporting requirements to assist with the information gathering process
Assists in FAS 109 & ASC 740-10 computations for year-end audit
Assists Tax Supervisor, Manager and Director with the coordination of IRS and State Department of Revenue audits
Assists Tax Supervisor, Manager and Director in the development of tax policy for CHI and MBOs and performs other duties and special projects for the assigned MBO as requested from National staff
Periodic travel may be required
Bachelor’s Degree in Accounting required, Master’s degree preferred
CPA or attorney preferred
Minimum of two years’ experience in tax preparation and tax research required
Demonstrates a commitment to service, organization values and professionalism through appropriate conduct and demeanor at all times

153

Senior Tax Analyst Resume Examples & Samples

Minimum 3 years of specific transfer pricing experience with an Accounting Firm or the Internal Revenue Service
First-level university degree or equivalent experience; advanced degree in accounting, finance or tax preferred
Typically 6+ years of related experience in finance, accounting or tax
Flexibility to travel
Strong accounting and spreadsheet skills (Excel, Access)
Ability to work under pressure to meet deadlines imposed by project timescales or tax authority requirements
Ambitious and eager to take on new challenges

154

Senior Tax Analyst Resume Examples & Samples

Assist in planning, execution and completion of a wide range of tax related engagements, both independently and as part of a team
Inform managers of engagement status and manage engagement progress
Prepare personal, corporate, non- profit organization information and charitable tax returns
Collaborate with peers and senior management on file planning and completion within time constraints
Working closely with the Tax Partners and other senior tax staff, to implement tax planning assignments for clients
Supporting other firm staff
Minimum of one to two years of previous US or Canadian tax preparation and/or accounting experience at a professional services firm
Relevant accounting designation considered an asset
Enrollment in, or recent completion of the CICA In-depth Tax Course, considered an asset
Strong analytical skills and creativity to identify problems and potential solutions
Experience with MS office, Caseware and tax return and research software, considered an asset

155

Senior Tax Analyst Resume Examples & Samples

Quarterly Tax Accounting and Reporting
Preparation and Review of Federal, State, and Local Tax Reports
Preparation and Review of various Tax Accruals
Assist with Special Projects
Assist with Tax Examinations
A Bachelor’s degree in Accounting (tax specialization would be a plus)
3+ years’ experience
Direct Exposure to tax provisions, particularly ASC 740
Ability to communicate tax information to non-tax oriented individuals
Desire and ability to work in a team oriented environment with minimal supervision
Strong PC Skills: Excel, Word, Access, etc

156

Senior Tax Analyst Resume Examples & Samples

Prepare all aspects of global withholding tax compliance
Prepare and maintain monthly withholding tax reconciliations
Assist with preparation and/or review of withholding tax provision and forecasting
Prepare, research and maintain local residency form requirements
Assist with developing and maintaining tax matrices
Assist with tax controversy, by gathering and organizing supporting documentation of tax positions and filings
2+ years of withholding tax reporting and/or accounting experience
Previous public accounting experience in tax
Experience interacting with outside service providers
Self-starter with ability to prioritize tasks

157

Senior Tax Analyst Resume Examples & Samples

3-5+years multinational corporate tax experience
ASC 740 accounting for income taxes/FIN48 knowledge and experience required
Income tax compliance experience required
Minimum required experience with Microsoft Excel should be intermediate
Strong organization skills, able to multitask and meet deadlines
Self-starter and team player
Oracle, Hyperion Essbase, and Cognos are a plus

158

Senior Tax Analyst Resume Examples & Samples

Define regional requirements for reporting solutions in the indirect tax business intelligence environment, as well as, requirements for technical development solutions
Perform hands on detailed data research and analysis within the selected tax jurisdictions; investigate, troubleshoot and resolve data quality issues
Contribute to the delivery of the indirect tax technology projects, independently drive smaller projects or components of larger projects; support project prioritization discussions, timelines and trade-offs with business partners
Support the development of new metrics and measures to quantify the value of different aspects of tax data
5+ years’ experience working in tax, accounting, business analysis, or related field
Strong critical thinking, verbal and written communication skills, and attention to detail
Experience with data modeling and large scale data warehouses

159

Senior Tax Analyst Resume Examples & Samples

Support the regulatory filing and forecasting process to ensure accurate and timely reporting. Responsibilities include preparing and reviewing rate case filings and projected income tax obligations as well as scenario modeling
Independently research and conclude on various tax issues to determine the appropriate tax treatment and related reporting. Research includes preparing written memorandums for review and technical presentations. Investigates, concludes, and responds to inquiries regarding tax matters made by organizations within Exelon
Analyze and interpret changes to federal and state tax laws as well as communicate financial impact of changes. Assist in controversy matters with governmental agencies including but not limited to the Internal Revenue Service, regulatory agencies, and other state taxing authorities. Activities include assisting in formulating position statements with respect to identified controversies raised by tax authorities
Proactively identify, drive, and implement process improvements that promote risk management, streamline activities, and enhance transparency in tax work streams. Participate in project planning and support special projects

160

Senior Tax Analyst Resume Examples & Samples

Research and planning for federal, state and international tax issues
Assist with income tax audit defense for federal and state taxing authorities
Gather data for transfer pricing documentation and local country reporting
Implement process improvement ideas for efficiency and tax savings
Review inclusion of tax planning ideas in the tax provision calculation

161

Senior Tax Analyst Resume Examples & Samples

Analyze purchase transactions to determine appropriate taxability
Resolve all inquiries as to our tax payments on purchases
Evaluate, with discretion and approval authority, and process all exemption certificate requests from internal/external sources
Manage day-to-day requests/issues related to all reverse audit projects
Manage all internally filed refund claims. Identify, support, and defend/negotiate settlement of internal sales/use tax refund claims

162

Senior Tax Analyst Resume Examples & Samples

BA/BS in accounting or business
CPA or Master’s in Taxation preferred
3+ years of relevant experience, preferably at a Big 4 or regional accounting firm
Experience analyzing income tax book-to-tax differences and preparing well-referenced tax workpapers
Experience using CCH or RIA to research state and federal tax issues
Demonstrable intermediate to advanced abilities Microsoft Excel
Ability to stay organized in a complex environment with multiple entities
Self-review
Prior experience using Corptax compliance software and Oracle ERP systems a plus
Good verbal communication and excellent analytical skills
Assist with the preparation of quarterly income tax estimates and extensions
Prepare schedules in support of the calculation of federal taxable income (e.g., depreciation & amortization, §162(m), OID, stock-based compensation, etc.)
Assist with the preparation of state apportionment workpapers
Track tax attributes and prepare reconciliations of income tax payable and receivable accounts
Prepare journal entries for true-ups, reserve accruals and releases, intercompany management fee, etc
Maintain the inventory of uncertain tax positions and update quarterly interest calculations
Prepare quarterly state tax provision calculation
Assist with coordination of the annual R&D tax credit study project
Assist with secretary of state corporate and franchise tax compliance
Research tax issues and prepare tax memoranda as needed

163

Senior Tax Analyst Resume Examples & Samples

Copies, scans and uploads transaction tax data sources at a client site or in Ryan office
Downloads, prints, and organizes client deliverables for review
Assists engagement team in preparing and distributing client deliverables
Answers telephone calls and takes accurate and concise messages
Prepares initial drafts of sales and use tax returns using compliance software
Processes Internet filings of tax returns

164

Senior Tax Analyst Resume Examples & Samples

Prepare quarterly and annual federal and state ASC740 tax provision calculations
Prepare separate company and consolidated federal corporate income tax returns
Prepare separate and combined state income tax returns
Prepare tax depreciation calculations, reconciliations and forecasts
Prepare quarterly estimated payment and extension calculations

165

Senior Tax Analyst Resume Examples & Samples

Managing the domestic tax aspects of internal transactions, including legal entity restructurings, intercompany funding, internal stock transactions, settlement of intercompany accounts, cash pooling structures, and new business initiatives
Supporting various aspects of M&A transactions, including due diligence and planning for the post-acquisition integration
Serving as a technical resource to other members of the tax department
Managing a network of outside advisors
Developing strong working relationships among cross-functional teams, including Legal, Accounting and Treasury
6+ years of complex federal income tax planning experience, with international tax experience a plus
Masters in Tax or JD (juris doctor) required
LLM in tax a plus
Experience managing complex tax matters at a law firm, Big Four accounting firm and/or a large multinational environment highly preferred
Detail-oriented individual who takes ownership of projects, is organized, and is able to deliver on tight deadlines

166

Senior Tax Analyst Resume Examples & Samples

PRC CPA or CTA
At least 5 years practical tax experiences in a large professional firm or a multi-national company or both
Able to work in a fast paced, informal, and often ambiguous environment; and
Familiar with Hong Kong and (or) Taiwan tax regime is preferred

167

Senior Tax Analyst Resume Examples & Samples

College degree or above in accounting, finance or equivalent
More than 4 years experiences in tax area, preferably with accounting firm or multinational companies
Solid understanding in China taxation and PRC GAAP
Analytical and logic, with good interpersonal communications and presentation skills

168

Senior Tax Analyst Resume Examples & Samples

Contribute to the preparation of the quarterly and year-end income tax provision calculation
Analysis of income and sales tax accounts from the accounting records; good understanding of accounting systems to obtain information needed
Prepare the Canadian income tax returns
Prepare tax remittances, such as income tax instalments and withholding on payments to non-residents
Prepare supporting documentation and analysis for government income and sales tax audits
Prepare various tax forms
Prepare sales tax analysis
Respond to various requests from the tax authorities and business units
Diploma in accounting combined with a CPA professional designation
1-3 years of corporate tax experience
Completion of a Tax Diploma or the CICA In-depth program is an asset
Bilingual – English and French
Autonomous, dynamic, result oriented and responsible
High skills in project management and deadline oriented

169

Senior Tax Analyst Resume Examples & Samples

To ensure that the Business Unit (BU) financial, reporting and tax processes are completed accurately and on time and that the surrounding internal control procedures are strictly adhered to
To deliver the SLA targets in relation to Tax & Duty
Provide first line support to the Team Manager on daily tasks, specific issues and projects
Supervise & review direct reports tasks (eg Period End reporting, journal processing, tax return preparation)
Ensures that all tax returns and payments are prepared by his/her team are in line with task notes and applicable legislative regulations, are submitted accurately and on time and deadlines are strictly kept
GL reconciliation review, Month End System processes
Ensure controls are adhered to
Representative for Internal and External Audits, provides a completeness/correctness control on the data/documentation collected at the time of a potential audit and gives continuous support for the audi
Provide analysis for the Transfer Pricing amendmens
Can independently manage low complexity projects in connection with the activities assigned to his/her area
Delegates in appropriate manner tasks to be performed by his/her team
Has general overview of own market, solves arising issues, liaises with and co-ordinate analysts within the team to solve specific issues and complete projects
Provides first line support to the Team Manager on specific issues/projects and acts as a deputy of the Manager
Proactively suggests improvements/additional control points to build in and takes an active part in the implementation and in the follow up
Promptly flags potential process/technical knowledge gaps found at team members assigned to him/her
Complete WHT, CIT, GST, Duty submission, payments according to the Timetable
Submit Statistical return/reports to the local authorities
Make sure the tasks are performed in line with the Transfer Pricing Policy
Ensures that process documentations are reliable and detailed enough to follow and are promptly updated when upon process changes
Driving the Audit and making sure the Financial Statement is completed with quality analysis and supporting documents
The jobholder may be instructed by his/her immediate superior to perform all tasks directly or indirectly related, additional or supplementary to the scope of duties defined in this role profile
Engage with Group Tax and continuously identify possible tax risks
Actively involved in Financial Statement preparation
University or College degree in Economics or Finance and Accounting
6+ years experience in Accounting and/or Finance
Either has got 6+ years Direct & Indirect Tax & Duty experience, or has the necessary level of technical knowledge for producing a result of a minimum 60% at advanced skills quizzes
Experience of working in a multi-national financial environment
Has customer focus to be able to build excellent relationships with relevant internal and external customers
Hard working personality, flexibility, inquisitiveness, proactivity
Excellent business English, able to communicate effectively with all stakeholders
People Management skills
Experience in working with integrated software system is an advantage
Audit experience is an advantage
International (part) qualification (IAS/UK/US GAAP) is an advantage

170

Senior Tax Analyst Resume Examples & Samples

Coordinates, communicates and accepts/appeals the company’s tax audits. (Includes desk, office and site)
Completes tax accounting reporting for estimates, budget and year-end accruals
Remains current on various tax state and local laws and regulations, including taxability issues and critical deadlines, which must be maintained through the use of tax publications
Monitors planned business strategies to ensure compliance and reduce company exposure
Trains tax analysts and tax administrators
Prepares tax returns, including manual input of data, reviewing information for reasonableness and the timely filing of tax returns
Ensures system and process improvement through the identification of needed mechanization of the tax payment process
Effectively communicates with departmental management regarding tax department issues and concerns
Teams with reporting, special projects, and controversy groups in identifying and researching tax planning opportunities. Assists in implementing structural and non-structural tax planning strategies, which maximize savings on a defensible basis
Assists in responding to requests for information from federal government officials to successfully defend tax filing positions and to negotiate a resolution of proposed deficiencies. Monitors legal developments and industry positions in order to accurately evaluate responses, filing positions, and prepare audit ready workpapers
Participates as an active team member in supporting above activities, including seeking professional training and career growth opportunities

171

Senior Tax Analyst Resume Examples & Samples

Prepare U.S. Federal Consolidated Corporation Income Tax Return and supporting workpapers
Prepare required workpapers for the quarterly income tax provision calculations
Calculate U.S. Federal Consolidated Corporation Quarterly Estimated Tax Payments
Prepare periodical tax plan updates in collaboration with Financial Planning Team
Prepare IRS audit information requests and notices on behalf of AbbVie
Calculate U.S. Federal excise taxes and prepare excise tax returns
Conduct tax research to interpret and apply the tax law, regulation, and case law to specific transaction and factual situations
Ensure that all assignments are completed accurately and in compliance with SOX requirements
Develop and maintain solid relationships with AbbVie business contacts
Attend training seminars, webcasts, and conferences in order to develop technical skills
2+ years of experience beyond the degree or Masters plus related experience
Excellent interpersonal skills with ability to communicate effectively
Demonstrating proactive and positive team player
Solid skills in Microsoft Excel, Word, and PowerPoint
Corptax software experience desirable
Income tax accounting experience preferred
Public Accounting or Fortune 500 Corporate Tax experience preferred

172

Senior Tax Analyst Resume Examples & Samples

Tax Return Compliance – Prepare tax filings and work papers to ensure the accurate reporting of the international aspects of the Federal income tax return. Identify research and evaluate alternative tax positions in order to determine and implement a supportable, cost effective filing position. Helps to identify and review of processes and implementation of procedures that enhance speed and efficiency of administration
Financial Reporting – Provide support with the preparation of Honeywell’s Foreign income tax expense (both current and deferred) for financial statement purposes. Assist in evaluating uncertain tax reporting positions and business combinations in order to properly reflect the tax treatment of such items in Honeywell’s financial statements. Analyze the tax aspects of financial projections and forecasts
Planning Activities – Partner with business units and tax department to proactively identify and research tax planning opportunities. Provide support on the implementation of non-structural tax planning strategies which maximize savings on a defensible basis. Evaluate the tax effect and implications of business strategies, contemplated transactions, and business proposals to properly advise management
Tax Audits and Controversies – Assist in responding in timely manner to requests for information from government officials to successfully defend tax filing positions. Interact with current and former business groups to coordinate and implement audit strategies. Stay abreast of legal developments and industry positions in order to accurately evaluate options and responses to requests for information
Legislative Activities – Analyze, monitor and pursue regulatory, judicial, tax and industry developments relevant to Honeywell´s
Knowledge on GAAP Financial Accounting/FAS 109
Strong analytical
Demonstrated ability to develop innovative process contributing to efficiency
Effective presentation skills
A minimum of 2 years of tax experience
Good English oral and written communication skills

173

Senior Tax Analyst Resume Examples & Samples

Manage all aspects of U.S. international tax compliance, which includes earnings & profits calculations, Subpart F computations, foreign tax credit, source of income and allocation & apportionment of expenses, international portions of federal tax return preparation
International tax provision analysis (quarterly and annual), including complex structural and planning transaction analysis, APB 23 analysis, basis and E&P studies, and books basis analysis
Leads junior level or co-sourced personnel on priority projects in both the tax compliance, planning and tax accounting areas
Research and opine on complex tax technical issues; leads ongoing process transformation initiatives
Responds to notices from various tax authorities and interacts directly with tax authorities; works across different functions and levels within the organization
10 years international tax experience with a multinational company or accounting firm
Licensed CPA or JD preferred
Demonstrate the ability to work on complex projects with provision, planning and compliance
Flexibility to travel (within U.S.)
Strong teaming and interpersonal skills
Strong Accounting and spreadsheet skills (Excel, Access)
CORPTAX experience a plus
Collaborative and flexible to complete projects within the company lead deadlines
Eager to take on new challenges
Excellent project management, communication, problem solving and analytical skills
Ability to execute a project within the scope of tax strategies and initiatives

174

Senior Tax Analyst Resume Examples & Samples

Prepare consolidated quarterly and annual US income tax provision
Assist in providing oversight, guidance and training to the tax compliance teams as they prepare the segment income tax provisions
Assist in the preparation, analysis and documentation of consolidated tax forecasts for Group Financial Outlook (GFO)
Analyze and track cash tax payments and tax cash forecasting
Responsible for distribution of US Tax P&L to segment team leads
Assist with proper recording of income tax accruals and expense
Assist with information requests arising during the financial statement close
Analysis of tax account reconciliations for deferred and current taxes
Assist/support business units in income tax provisioning
Assist in tax accounting analysis and research
Collaborate on tax accounting special projects
Support tax process documentation and SOX controls
Assist in the overall IFRS tax accounting process for international subsidiaries
Assist with reporting of uncertain tax position accounting and reporting both quarterly and annually
Minimum of 4-6 years income tax accounting and provisioning experience in Public Accounting and/or in a US multinational company
Income tax accounting (ASC740 and/or IFRS) in a major enterprise with focus on the energy industry, corporate income tax, accounting for foreign operations and uncertain tax positions
Knowledge of OneSource Income Tax Provision desired
Strong commitment to the achievement of safe, compliant and reliable operations
Strong commitment to a work environment of mutual trust and respect and where diversity and inclusion are valued
Demonstrate and uphold Values & Behaviours

175

Senior Tax Analyst Resume Examples & Samples

Prepares and maintains tax records, returns, reports and other related materials
Participates in the implementation of tax strategy
Devises legal means to minimize tax liability using thorough knowledge of tax laws and regulations
Prepare correspondence with external tax agencies and consultants (for example, auditors)
Conducts research and analyses of existing and upcoming tax legislation (domestic and/or international) to support the organization's tax planning and strategy
Conducts research as necessary to advise management of the tax implications resulting from projected organizational actions
BS/BA in related discipline and 2-5 years of experience in related field - OR -
MS/MA/MBA or other graduate degree and 2-4 years of experience in related field
Applies fundamental functional/technical and business knowledge typically gained through formal education to deliver assigned work
Seeks guidance on new or unfamiliar tasks
Keeps others informed of workload, timeline, and resources needed to accomplish tasks
LI-KJ

176

Senior Tax Analyst Resume Examples & Samples

Monthly sales and use tax assessment
Respond to sales tax and GST questions
263A Calculations

177

Senior Tax Analyst Resume Examples & Samples

Prepare quarterly and annual federal tax provision
Prepare quarterly federal estimated taxes and annual extension calculations
Respond to federal tax notices
Ensure deadlines are met in a timely manner
Assist with support and documentation to IDR requests
Increase scope of federal compliance ownership
Assist with the QE support and documentation of FIN 48 reserves
Maintain orderly documentation on the shared network to simplify information sharing with other users
Develop relationships with and mentor interns

178

Senior Tax Analyst Resume Examples & Samples

Experience in public accounting and/or a corporate tax department
Federal and international tax knowledge
Foreign tax audit assistance
Experience in research and planning related to international tax issues
Experience with global transfer pricing documentation and analysis
CPA, Master's Degree, or professional tax designation
Solid problem-solving skills
Strong analytical, communications and research skills

179

Senior Tax Analyst Resume Examples & Samples

Bachelor's degree in Accounting with CPA and/or Masters in Taxation
3-5 years international tax experience with public accounting firm and/or multinational corporation
Detail Oriented individual who takes ownership of projects

180

Senior Tax Analyst Resume Examples & Samples

Prepare and review federal adjustments and attachments for the Company’s federal income tax return
Prepare and review state and local tax returns
Prepare and review state estimated tax payments
Assist with federal and state income tax provisions
Research tax issues relating to federal and state income tax
Bachelor’s degree in accounting and CPA license required
Minimum 3 years Federal and State tax experience in a public accounting or corporate environment
Excellent working knowledge of Excel required
Experience with tax preparation software preferred

181

Senior Tax Analyst Resume Examples & Samples

Preparation of the quarterly ASC740 tax provision and required quarterly and annual SEC filings and coordinating with external auditors
Assisting with the compliance of tax accounting policies and procedures including the requirements under Sarbanes-Oxley in conjunction with internal audit
Assisting with the analyzation of income tax reserves (FIN 48)
Assisting government relations by monitoring and analyzing the impact of new tax legislation on the company
Calculating domestic estimated tax and extension payments
Assisting with domestic income tax audits
Managing quarterly Federal Excise tax and other miscellaneous tax filings
Identifying, researching and analyzing income tax issues/planning opportunities
Developing staff in regards to tax technical and leadership skills
Bachelor degree in Accounting, Finance, or other related field
4-6 years in Tax accounting and corporate tax experience within a public accounting and/or industry
Experience with income tax compliance software preferred
Entrepreneurial mindset and detailed oriented

182

Senior Tax Analyst Resume Examples & Samples

Assist with planning, research, and other tax items relating to the company including acquisitions, dispositions, mergers and other business reorganizations and transactions
Work on local tax planning projects
Assist global tax department special projects and analysis
General research and analysis of company compliance with applicable tax laws
Assist with U.S. international tax compliance
Monitor legislative and regulatory changes in tax law
2+ years relevant tax experience
Knowledge of U.S. corporate tax matters (domestic and international) including relating to business transactions and reorganizations
Strong U.S. corporate federal income tax technical skills
Ability to interact with management and other department personnel as well as external advisors on the various assignments

183

Senior Tax Analyst Resume Examples & Samples

Prepare and maintain calculations and supporting schedules
Manage and mentor degreed tax professionals
BA/BS in accounting
6+ years of tax experience with the majority being in public accounting
Multinational corporate tax experience

184

Senior Tax Analyst Resume Examples & Samples

Prepare and review annual and / or quarterly US GAAP and Cash tax analyses before submission to Tax Manager
Assist the Tax Manager with implementing all aspects of processes for developing SEC compliant global provision for income taxes for approximately 15 domestic entities and 90 consolidated foreign subsidiaries
Responsible for managing data flow in obtaining Legal Entity GAAP financial statements and other data required to prepare GAAP provision and US income tax returns
Prepare meaningful analysis of P&L and book-to-tax adjustment drivers for GAAP / Cash tax variances
Assist the Tax Manager with SOX related items for all of the above, and help maintain key internal control processes and procedures
Prepare and review the US consolidated federal income tax returns, state income and franchise tax returns including disclosures, attachments, and workpapers
Review calculations and forms for quarterly estimated tax payments and annual extensions
Supervise excise tax calculation and return preparation and review as necessary
Coordinate, review and assist in preparing responses to IRS and State Income Tax notices and audit inquiries
Supervise tax staff
MS Tax / CPA or other advanced tax qualification is preferred. 3-5 years of industry or public accounting experience in the areas described above is required

185

Senior Tax Analyst Resume Examples & Samples

Review state & local, federal and international tax returns and estimates, ensuring timely payments to all jurisdictions
Coordinate the ASC 740 (FAS 109 & FIN 48) tax provision and accounting processes
Assist with tax audits, assessments and requests for information
Draft financial statement disclosures related to income taxes
Prepare and review monthly, quarterly and annual sales/use and indirect tax returns in multiple jurisdictions including processing payments
Support property tax compliance including preparing property tax returns, processing payments and appeals
Collaborate with cross-functional teams and external service providers

186

Senior Tax Analyst Resume Examples & Samples

Prepare and review federal and state income tax returns utilizing OneSource software
Computation of our quarterly and year-end tax provision utilizing OneSource software
Work closely with Senior Accountant, Accounting Manager and controllers across North America and Europe in resolving tax related issues and questions
Calculation of quarterly and year-end FIN 48 amounts
Reconciliation of tax balance sheet accounts
Managing tax functions for adequate 404 control testing
Responsible for implementation and operation of tax technology tools. Functions as subject matter expert with respect to tax-specific software (OneSource)
Excellent PC Skills (Word, Excel, Access and Database Management, etc.)
Ability to work with minimal direction and supervision
5 – 10 years of corporate tax department or national public accounting firm, including corporate tax experience in federal, state and/or international taxation and expertise in tax and compliance and tax accounting
Undergraduate degree in Accounting, Finance, Business Administration or Management Information Systems or equivalent work experience
Designation as CPA, MST preferred
Well versed in financial information reporting systems such as SAP as well as tax software packages, specifically OneSource
Expertise with U.S. corporate, state, and international tax compliance and tax accounting

187

Senior Tax Analyst Resume Examples & Samples

Provide support for federal, state, local & foreign income tax audits
Prepare corporate and partnership tax returns using RIA/Onesource tax software
Prepare Form 5472 and 5471
Prepare position papers for tax issues
Prepare spreadsheets for planning, compliance and audit issues
Provide support with research, implementation, and monitoring tax-planning projects
Provide support to other departments with corporate income tax issues
Responsible for prioritizing work assignments with minimal supervision
Responsible for developing alternative solutions where guidelines are not available
Responsible for interpreting internal policies and procedures

188

Senior Tax Analyst Resume Examples & Samples

Perform tax accounting tasks necessary to comply with external reporting requirements
Prepare analyses required to support monthly tax provision entries
Help ensure compliance with FIN 48 (ASC 740) and FAS 5 for quarterly and annual reporting
Perform accounting research for income tax accounting matters and document these conclusions in position papers
Communicate with the Corporate Accounting Office on tax and accounting issues
Ensure compliance with Sarbanes-Oxley (SOX) documentation requirements
Assist with quarterly and annual financial statement preparation
Bachelor's degree in Finance or Accounting, CPA is preferred
1-4 years of relevant experience. Some public accounting is preferred. Outside of public accounting, large multi-national experience is preferred
Experience with FAS 109 (ASC 740)
Understanding of uncertain tax positions (FIN 48)
Experience with SOX Section 404 as it relates to income tax is preferred
Experience conducting accounting research including the ability to evaluate technical accounting literature and communicate requirements to operating units and senior management
Strong computer skills, especially Excel. Knowledge of SAP and OneSource Tax Provision a plus
Strong interpersonal skills and ability to communication with people at all levels
Strong organization skills and ability to work independently as well as a team member
A sense of urgency, timeliness and thorough attention to detail

189

Senior Tax Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance, or similar field; CPA and MBA/MBT a plus
3-5 years of experience in accounting, corporate taxation, preferably combination industry and public accounting
Strong communication, collaboration and business writing skills. Proficiency with federal and state tax regulations a plus

190

Senior Tax Analyst Resume Examples & Samples

Tax Compliance as to required minimum distributions, Forms 1099-R and 5498
Ensure proper and timely notifications are made as required by IRS and DOL guidelines
Review and update IRA internal IRA related forms
Deal with more sensitive and complex accounts
To develop and maintain skill sets through continued formal education (beyond any annual professional licensing requirements unless specific to the specialty) and self directed research in the defined tax specialty area
To meet with both internal and external clients on tax issues involving the respective ability
Make presentations to professional groups and internal educational development
Prepare and present areas of research to both internal and external audiences
To make routine decisions regarding straight forward tax issues raised by tax professionals within the organization and to prepare positions and recommendations for senior management to review on non routine items
Significant overtime required January through April
Bank trust tax experience or equivalent high volume in fiduciary tax preparation experience
Ability to plan own workflow to meet strict tax deadlines
Demonstrated expertise in one of the areas defined tax specialty
A well defined and developed verbal and communication skill set
Ability to prepare and present areas of research to both internal and external audiences
Experience with Thomson Trustease
Experience with AMtrust
Windows, Word, Excel and Access database experience

191

Senior Tax Analyst Resume Examples & Samples

Prepare and review federal and state income tax returns
Quarterly and year-end tax provision
Resolve any tax related issues and questions

192

Senior Tax Analyst Resume Examples & Samples

Prepare account reconciliations
Prepare responses to audit inquires
Participate in planning and other projects
Tax Reporting
Financial tax reporting for actual and forecast periods to Financial Accounting and Corporate Tax pursuant to ASC 740
Communication of tax rate drivers
Compliance with Sarbanes Oxley
Indirect Tax Compliance
Participate in planning; uses understanding of organizational structure, business and tax law to generate tax planning ideas relevant to the company; uses available resources to identify tax planning ideas to quantify impact
Prepare and/or review and ensure accuracy of indirect tax account analysis
Participate in process improvement and other ad hoc projects
A minimum of bachelor’s degree is required, preferably a major in Accounting or Finance
A CPA, CMA, JD, MBA, Masters of Tax or other certifications are preferred
A minimum of 3 year’s prior work experience in corporate tax or public accounting is required
A firm understanding of financial accounting practices
A firm understanding of indirect tax or / and direct tax compliance preparation is required
A strong communication (verbal and written), time management, team-oriented and prioritization skills
Are required
Proficiency in Excel is required
Proficiency in Vertex, OneSource and CorpTax and SAP is preferred
These positions may require up to 10% domestic travel
This position is currently located in Titusville, NJ.Tax

193

Senior Tax Analyst Resume Examples & Samples

Research and analyze Federal and State tax code, master tax guide, tax regulations, rules and workflows to design and develop assigned tax forms
Proactively gather project & enhancement requirements from various sources (customer requests, corporate tax law changes & amendments, QA recommendations, support)
Ensure assigned products are accurate, complete and fully functional by conducting product testing to ensure all functionality meets design requirements
Collaborate with the graphics department to produce mock-ups
Participate in organizational activities and special projects
Proactively pursue professional development activities (attending training, reviewing professional publications, establishing personal networks)
Bachelor's Degree in Accounting with at least 5 years of income tax preparation experience within a Public Accounting firm or corporate tax department
Prefer 10+ years of income tax preparation experience within a Public Accounting firm or corporate tax department
Experience in commercial software development (tax software, user experience, user interfaces, etc.) preferred

194

Senior Tax Analyst Resume Examples & Samples

Prepares tax filings and/or responses to tax auditor inquiries and analyzes various tax laws, regulations and procedures
Responsible for implementing projects related to tax filings and audits. Analyzes and summarizes tax information and prepares reports
Collaborates with internal departments and external consultants, as required
Serves as the tax liaison to business units/subsidiaries
Assists and participates in the transition planning and implementation of procedures for new tax processes. Provides changes or enhancements to ensure “best practice” policies and procedures to gain synergies across all lines of business units
Supports team in the formulation of analyses and recommendations relating to assigned tax area
Mentors and develops tax analysis
Third party audit requests are in compliance with government regulations and contract terms. Addresses issues / claims and corrects error root-causes
Maintains active communication of tax results and issues
Assists and participates in mergers & acquisitions, and tax planning initiatives
Bachelor’s Degree and at least 2 years of experience with public accounting, corporate tax and/or accounting at a firm, State department of revenue or company OR a High School Diploma/GED and at least 5 years of experience with public accounting, corporate tax and/or accounting at a firm, State department of revenue or company
At least 1 years of experience analyzing and reporting financial data
Experience in accounting system data retrieval
Experience developing written communications
Experience providing support on state income and sales and use tax audits
Experience with Microsoft Excel that includes Pivot Tables, Pivot Charts, Vlookups, and creating custom formulas

195

Senior Tax Analyst Resume Examples & Samples

Master's Degree in Taxation (preferred)
CPA license (preferred)
4-6 years of tax experience in a Big 4 and/or large multi-national corporate tax department
Ability to prioritize assignments and manage workload within statutory and internal deadlines
Strong computer skills, including experience with general ledger, tax compliance, and tax research software (e.g., Excel, Oracle, OneSource, RIA Checkpoint)

196

Senior Tax Analyst Resume Examples & Samples

Tax compliance process, including preparation and filing US federal, State and International tax returns including ASC 740 (Fin 48) accounting
Analysis and review of quarterly and year-end tax provisions
Continuous research of federal, state and international tax laws and regulations
Support tax audit process
May assist with implementation and maintenance of the company worldwide transfer pricing policy
Develop relationship with various business and accounting personnel throughout the company to gather and analyze tax data
Support company compliance with non-income tax matters

197

Senior Tax Analyst Resume Examples & Samples

At least 3 years of experience with a background in public accounting required
Work with a variety of functions and our external tax advisors
Produce timely deliverables and manage multiple and shifting priorities in a dynamic environment
Scale and process-oriented with high attention to detail, accuracy, and follow-through
Understanding of tax requirements and exposures
Extensive knowledge and use of Microsoft Excel
CPA certified or in the process of certification preferred
MST or Advanced Degree a plus

198

Senior Tax Analyst Resume Examples & Samples

Assist in preparation (and where appropriate, prepare the) of Federal Consolidated, Combined and Separate state returns and estimates (including workpapers, intercompany journal entries, and EFT transmissions/mailing)
Prepare all small subsidiary tax returns
Prepare the Apportionment Factor workpapers
Assist in preparation of year-end tax footnote
Prepare Monthly Tax Provision and maintain Tax Accounts
Prepare Accounting Certifications
Assist in preparation of various other Compliance/Regulatory reports including IFRS report to Parent, Disallowed DTA, CCAR/DFAST Stress Testing
Perform basic tax research and Respond to tax questions from Business Units
Assist with IRS and State Audit information requests
Assist in tax planning and special projects
Supervise tax intern(s) as appropriate
Bachelor’s Degree in - Required
Experience with OneSource tax compliance software (or similar tax compliance software)
Excellent excel skills
Requires 3-7 years minimum prior relevant experience

199

Senior Tax Analyst Resume Examples & Samples

Proficient working with common accounting and income tax software, CorpTax preferred
Experienced in preparing consolidated returns and related disclosures
Strong accounting, analytical, research, and time management skills required
Excellent written and oral communication and organizational skills required
Strong desire to collaborate and work as a team

200

Senior Tax Analyst Resume Examples & Samples

4+ years of experience in income taxation, including relevant experience with international income tax compliance/reporting
Bachelor's degree in Accounting, Finance or related discipline
Excellent knowledge of federal income taxation of international transactions
Experience with Essbase and Oracle Financial Applications helpful
Knowledge of federal income taxation of international transactions

201

Senior Tax Analyst Resume Examples & Samples

Data collection and analysis (including SAP, Tax Driver, Tax Packages, Direct Inquiry)
Preparation of tax return workpaper packages
Analysis of changes to federal and state tax laws
Prepare/assist preparation of global calculations (e.g. R & D credit, payroll apportionment, etc)
Project taxable income amounts for estimated tax purposes, provision and extensions
Stock Basis calculations
Prepare responses to notices from states
Items Involving Interaction with others
Tracking of deferred tax assets and liabilities
Assisting with federal and state income tax audits
Special projects (FIN48 analysis, tax planning, and department wide initiatives)
2-3 years in a large corporation or similar experience in a large accounting firm. Experience should be focused on federal and state

202

Senior Tax Analyst Resume Examples & Samples

Prepare global quarterly and annual tax provision in accordance with ASC 740 using ONESOURCE Tax Provision, including FIN 48 analysis and support
Provide assistance to outside service provider preparing the U.S. federal consolidated and state tax returns including internal preparation of information required to support R&D tax credits, Section 199 deduction, Sch. M calculations, and all required disclosures
Prepare U.S. federal and state estimated tax payments
Assist in updating and ensuring compliance with SOX 404 internal controls and testing
Assist in IRS and related tax examinations including responsibility for communications, preparation of responses to information document requests, and related inquiries
Responsible for income tax accounting related to fixed assets including depreciation reconciliation of book cost to tax cost, tracking fixed assets to identify impairment costs, and calculating book/tax differences related to fixed assets
Perform technical research and strategic planning in association with merger & acquisition activities as needed
Explain tax technical concepts to management and internal/external auditors

203

Senior Tax Analyst Resume Examples & Samples

Bachelor’s degree in business, accounting, or law preferred
ACA/CTA or equivalent preferred
This position requires relevant experience in the international indirect tax area
Experience working in a public accounting firm or large corporation required

204

Senior Tax Analyst Resume Examples & Samples

Prepares and reviews fiscal year end tax provision/audit work papers along with all supporting schedules, worksheets, and documentation needed to support determination of fiscal and calendar distribution requirements
Prepares and reviews income and excise tax returns for the mutual funds including additional supporting forms, schedules, and statements along with various fund elections needed to maintain funds Regulated Investment Company status. Filing of extensions, reporting forms, and state returns
Prepares interim tax provisions used for managing fund income distributions and/or gain and loss positions
Reviews funds IRS compliance status quarterly and annually to ensure Regulated Investment Company status
Prepares and reviews tax disclosures for fund’s financial statements
Analyzes tax adjustments such as: RIK, wash sales, POL, OID, market discount, CLCFs, PFICs, REITs, ROC, straddles and hedges, options, futures, and forwards, §988 adjustments, §1256 adjustments, deferred compensation, partnership, and other security level and fund level adjustments
Assists in the review of corporate actions for tax consequences
Assists in the development and implementation of internal controls for risk mitigation including preparation of written policies and procedures
Supports IT and Project Management Group in developing software solutions for Tax
Assists in analysis and compilation of year end 1099 and shareholder reporting data
Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers
Responsible for staying current in the area of taxation and recognizing possible impacts of new tax law
Performs research of tax issues to reach sound conclusions. May participate in committees or task-force groups
2 years of prior tax or mutual fund accounting experience preferred but not required
Ability to understand financial statements and related reports and spreadsheets
Proficiency in Microsoft Excel, use of macros, and Word required
Understanding of mutual fund related tax code sections, forms and elections, and tax adjustments of securities
Ability to communicate well across all mediums and with both internal and external relationships
Organizational skills necessary to meet deadlines, prioritize projects, and process several projects simultaneously

205

Senior Tax Analyst Resume Examples & Samples

Conducts financial and economic analyses
Bachelor's - Accounting / Finance
Experience:5+ years
Tax Research

206

Senior Tax Analyst Resume Examples & Samples

Assisting accountants with the preparation of monthly income tax provisions both domestic and foreign
Performing tax analysis and reporting, Return to Provision reconciliations, ETR and Balance Sheet analytics, Deferred tax study etc
Supporting SOX compliance and standalone audits
Researching and documenting tax positions
Documenting tax processes and process improvements
Providing support for system implementation and testing
Working on special projects and responding to audit requests
Minimum of 5 years’ experience in income tax accounting (ASC740/FAS109) with a strong knowledge and exposure to topics such as effective tax rate reconciliations, deferred tax studies and foreign tax provisions
Undergraduate degree in accounting with CPA, advanced degree in Tax preferred
Working knowledge of APB 23 & APB 28
Experience in purchase accounting and intra period allocations
Solid tax technical knowledge in corporate and partnership income taxation
Strong analytical and Excel skills
Team Player with dynamic interpersonal skills
Systems aptitude and experience with One Source Provision (formerly TaxStream), CorpTax and/or SAP (G/L and Forecasting) preferred
Problem solver - proactive thinker with ability to identify practical solutions and implement process improvements
Professional skills – strong interpersonal skills, builds and nurtures cross functional relationships, respects others, is tactfully assertive, has a bias for action, and follows through to completion
Integrity – strong ethics to comply with legal, regulatory, and company rules and policies
Experience: 5+ years

207

Senior Tax Analyst Resume Examples & Samples

Research and resolve issues identified during the return preparation process to ensure accuracy of filings
Assist with management of State Income Tax audits
Assist with the quarterly income tax provision to support the effective tax rate (“ETR”) reported on the financial statements
Research of tax statutes, regulations and case law to assist in developing tax positions for the company
Manage R&D Tax Credit documentation, including calculation of credit as well as research of tax statutes and case law to maximize R&D Tax Credit benefit
Assist with Federal and State Income Tax Planning Projects
Significant federal and state income tax compliance experience including use of tax preparation software (e.g., RIA InSource, etc.)
Must be computer literate with advanced knowledge of Microsoft Excel and Word

208

Senior Tax Analyst Resume Examples & Samples

Review of the U.S. federal consolidated income tax return, state and local income and franchise returns
Review of U.S. compliance for international entities; including Form 5471, 8858, 1118, foreign tax credit calculation and review of E&P, basis and other tax attributes
Review and assist in preparing the quarterly tax provision, ASC 740 Income Tax
Review calculation of tax basis depreciation and fixed asset records necessary for the preparation of personal property tax returns
Assist with federal, state and local tax audits, respond and resolve tax authority notices and other disputes, as needed
Research, analyze, and document a broad range of domestic and international tax issues
Recognize tax saving opportunities and propose solutions
Assist in developing and improving processes and documentation
Knowledge of depreciation, real and personal property, and concepts of tax credits
Strong computer skills a must
Experience with general tax principles including federal consolidated return regulations, unitary and combined reporting, and general tax research
Experience with accounting procedures, concepts and workpaper methodologies
Experience with Corptax software is preferred
Minimum of a Bachelor degree in Business, Finance or Accounting (BS or BA)
Minimum of three years of tax-related experience servicing a multi-jurisdictional, multi-entity structure with domestic and foreign subsidiaries
CPA or advanced degree is a plus

209

Senior Tax Analyst Resume Examples & Samples

Assist in the completion of the federal income tax filings for the Company’s consolidated group as well as for several joint ventures
Assist with FAS 109 analysis
Assist with documentation and testing of internal controls as required by Sarbanes Oxley
Advanced degree, CPA or other professional designation preferred
Minimum 5 years of experience in the tax field, with experience preparing federal consolidated returns and multi-state corporate tax returns. Experience preparing U.S. tax filings for controlled foreign corporations desired, but not required
Minimum 5 years of public accounting firm experience required
Proven ability to adapt and be flexible in a fast paced environment
Competency with MS Office software, electronic tax research tools (e.g.: CCH, RIA, etc) and tax compliance software (e.g.: Corp Tax)

210

Senior Tax Analyst Resume Examples & Samples

Compute all required M-1 adjustments, providing research and supporting documentation where needed to support the return position
Determine and pay federal estimated taxes
Develop and maintain a system of standardized tax workpapers and tax return groupings for the entire US consolidated tax group
Prepare return to provision reconciliation; identifying and quantifying significant variances
Develop relationships and processes within the Fianance and Legal organizations to ensure that the Tax Department is kept current on all significant/unusual trasnactions
Manage projects with outside tax advisors
Assist Federal Tax Manager with interim and year-end tax provisions
Ensure that all federal tax accounts are reconciled on a regualr basis
Identify and resolve any tax compliance and/or consolidation issues that impact or were created by the Lincare consolidated group
Resolve all tax review comments made by external tax advisors
Assist state income tax group as needed
Bachelor Degree in Accounting/Finance
Minimum of 5 years experience in Corporate Tax
Knowledge of OneSource tax compliance software, including consolidation
Technically proficient with strong analytical and research skills
Strong project management and interpersonal skills

211

Senior Tax Analyst Resume Examples & Samples

Bachelor's degree in Accounting, Finance and/or Computer Science or equivalent work experience
5 – 7 years 1040, 1041, 1120, or 1065 tax return preparation experience
CPA or CPA candidate or EA a plus
Excellent oral and written communication skills and ability to multi-task
Thorough knowledge of computer operating systems and computer software
Ability to work and react independently

212

Senior Tax Analyst Resume Examples & Samples

Prepare the quarterly and annual income tax provision
Prepare the tax footnote, MD&A, and related tax disclosures for regulatory filings including SEC Forms 10-Q and 10-K
Assist with forecasting both the Effective Tax Rate and Cash Taxes
Prepare federal income and state income / franchise tax extensions, estimates, and returns
Support the Senior Tax Manager in the design and implementation of tax planning ideas
Assist with the international tax computations
Monitor and anticipate changes in U.S., state and non-U.S. tax laws
Work with the tax, finance and accounting teams to improve the tax provision and tax compliance processes
Assist with gathering information for federal income and state income / franchise tax audits
5+ years of tax provision and tax compliance experience
Public company tax provision experience preferred
Experience with Excel, Word, tax compliance software (OneSource preferred) and tax research software

213

Senior Tax Analyst Resume Examples & Samples

Responsible for compliance issues for assigned states
Preparation of annual income/franchise tax returns
Preparation of annual extensions and quarterly estimated tax payments
Develop and document supporting schedules and workpapers
Researches and analyzes potential tax saving strategies or tax exposure items
Misc. correspondence and tax research projects
Audit support
Assist with federal consolidated income tax return
Prepare assigned book/tax differences for all legal entities
Prepare assigned forms and return sections
Assist with federal extension and quarterly estimated payments
Monitors controls on tax information
Assist with property tax compliance
Preparation of annual property tax renditions/returns
Analyze and reconcile general ledger property tax accrual accounts
Work with outside consultants to provide appeal support
Review/research property tax bills before payment
Assist with tax fixed asset accounting
Monthly close including upload of fixed asset additions in tax fixed asset software
Prepare annual property apportionment schedules
Maintain tax fixed asset software
Prepare annual income tax forms 4562 and 4626 with supporting documentation
Maintain supporting documentation according to retention guidelines
Minimum of 4 years of experience in corporate tax
Experience with consolidated tax returns
Experience with IRS and state taxing authorities
Strong analytical and accounting skills necessary
Strong communication skills essential
Software requirements

214

Senior Tax Analyst Resume Examples & Samples

Assist with the preparation of income tax provision and tax account reconciliations (ASC 740)
Assist with the preparation of federal & state income and franchise tax returns and payments
Assist with the preparation sales tax returns, including updating Vertex software
Assist with responses to notices regarding federal and state tax issues
Preparing research on various tax issues
Assist with other projects as necessary
BS degree with 4-5 years of related experience
Excellent analytical skills, motivation and confidence to independently address issues
Must have an ability to interface with other departments within Akorn in a manner that will professionally represent the department

215

Senior Tax Analyst Resume Examples & Samples

Prepare VAT returns and related VAT compliance filings for ICE’s UK, European and Asian operations. Duties will include extracting and reconciling relevant data from ICE’s financial reporting systems, liaising with colleagues in ICE’s tax and finance teams and other parts of ICE’s business and preparing draft VAT return calculations
Preparation of periodic (monthly/quarterly/annual) indirect tax financial reporting, forecasting and reconciliations, which involves extracting and analysing data from relevant systems and reports
Working with external advisors to ensure the accurate and timely submission of non-UK indirect tax returns and related compliance filings
Assist in the preparation of corporation tax returns and monthly provisions for various entities
Ensuring that all indirect tax and some corporate tax filing deadlines are met in compliance with the tax calendar
Conduct research on UK and non-UK indirect tax related queries
Assisting with other tax related project work such as implementing VAT process change, maintaining the tax calendar, and other tax related projects as appropriate and subject to capacity

216

Senior Tax Analyst Resume Examples & Samples

CPA or MST preferred
Knowledge of Hyperion/HFM and/or Onesource Tax Provision a plus
Proven analytical and organizational skills
Bachelor's degree in accounting or equivalent education and experience
3 + years of experience within the Tax function of a publicly held corporation or public accounting firm
Knowledge of US GAAP and SEC reporting requirements and accounting for income taxes

217

Senior Tax Analyst Resume Examples & Samples

A minimum of a Bachelors Degree is required with a major in accounting preferred
A Masters in Tax, CMA or CPA certification is preferred
A minimum of 5 years experience preparing corporate income tax returns is required
Experience with ASC 70 is preferred
Experience with SOX Tax requirements is preferred
Understanding of Sub Part F rules is highly desirable
Exposure to ERP General Ledgers such as JD Edwards or SAP is a plus
A firm understanding of financial accounting practices is required
Must be proficient in Excel and PowerPoint
Communication, time management and prioritization skills are required
Minimum of 10% domestic travel is required.6538170117

218

Senior Tax Analyst Resume Examples & Samples

Bachelor’s Degree is required, preferably with a major in accounting or information technology
A minimum of 3 years of tax, accounting or information technology experience is required
Prior use of CorpTax tax compliance software and/or OneSource preferred
Ability to communicate effectively with business partners is required
Ability to understand basic accounting and tax concepts and IT terminology required
Good organization skills and ability to effectively prioritize and manage time
Knowledge of PC based programs: Excel, Word, PowerPoint, SharePoint required
Must also act with integrity, value diversity, and create value for COE and business partners
Ability to demonstrate strategic thinking and promote innovation and continuous learning within the group is required
Ability to foster an environment that promotes collaboration, teamwork and development of people for optimal performance is required
The position is currently located in New Brunswick, New Jersey but is expected to relocate to Titusville, New Jersey in mid to late 2017Tax

219

Senior Tax Analyst Resume Examples & Samples

Tax Financial Reporting (35%of time)
Experience working with tax software and financial reporting tools
Working knowledge of ASC 740, income tax laws, and ability to research complex tax issues
General knowledge of generally accepted accounting principles
Extensive experience with Microsoft Office products (primarily Excel and Word)
Strong communication, organizational, and analytical skills
CPA or CPA candidate, MST preferred
3-5 years of relevant tax experience, including public accounting

220

Senior Tax Analyst Resume Examples & Samples

Excellent communication skills both written and oral
Critical Thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Must have at least two years of tax experience

221

Senior Tax Analyst Resume Examples & Samples

Good Technical knowledge of Russian tax laws and regulations
Understand US and local statutory GAAPs
Effective presentation and communication skills
Willingness and skills to grow in the Honeywell tax organization
Candidate will have an accounting degree with specialization in Corporate Income Tax
A minimum of 5 years directly related Corporate Income Tax experience
Big Four experience desired

222

Senior Tax Analyst Resume Examples & Samples

4+ years of experience (2 years required as sales/use tax auditor and 2 years required in public accounting)
Bachelor’s degree in Accounting or related discipline
Detail understanding of U.S. sales/use tax function is required
Strong proficiency in ERP (preferably Oracle) and all Microsoft Office applications
Understanding of accounting principles including G/L reconciliation and debit/credit account postings
Ability to analyze transactions and make taxability determinations
Ability to research (using CCH or RIA) and interpret technical tax issues
Ability to multi-task while under strict time constraints
CPA, CMA or equivalent preferred

223

Senior Tax Analyst Resume Examples & Samples

US Transfer Pricing Documentation
Maintain/develop/monitor product ICP Models
Assist in implementing optimal tax structures to reduce Subpart F Income
Partner with the US Tax Reporting group regarding the Pharm product flows for the Domestic Manufacturing Deduction (IRC §199)
Effective business partnering with Global Tax, Janssen Supply Chain, Janssen Finance
A minimum of bachelor’s degree is required, preferably a major in Accounting/Finance/Economics
A minimum of three years of experience in corporate or public tax is required
Experience in international tax planning, including transfer pricing and tax efficient supply chain management is preferred
A solid understanding of US Tax Technical Knowledge is required
A solid understanding of International Tax Technical Knowledge is highly preferred
Ability to work in a collaborative team environment is required
Solid communication, time management, and prioritization skills are required
Intermediate to advanced proficiency in MS Excel is required
This role is located in Horsham, PA
The role would require up to 10% of domestic and international travel.Tax

224

Senior Tax Analyst Resume Examples & Samples

Preparing U.S. federal income tax returns and state and local income and franchise tax returns
Address income tax questions from the operations & other functions such as accounting, accounts payable, customer master, etc
Work with federal and state income tax auditors
Bachelor’s degree in accounting or finance from an accredited college or university
5-10 years of corporate income tax experience
Tax accounting knowledge
Experience with electronic tax research software
Ability to prepare detailed work efficiently with a high level of accuracy

225

Senior Tax Analyst Resume Examples & Samples

At least 6-8 years of experience in a tax accounting/reporting role in a publicly traded company
Proficiency in CorpTax Provision module preferred
Independent worker

226

Senior Tax Analyst Resume Examples & Samples

Preparation and review of miscellaneous tax filings
Assist with the preparation of quarterly US GAAP income tax provisions and matters for US entities
Prepare/review of quarterly and annual tax provision filings
Maintain compliance with SEC, SOX-404, IRS, and state government requirements
Research, conclude and document domestic tax issues
3+ years of experience in a public tax department or corporate setting of a publicly traded, multi-state company
Knowledge of and experience with corporate tax software
Master’s in Accounting is preferred

227

Senior Tax Analyst Resume Examples & Samples

Prefer local candidates as relocation assistance will NOT be provided
Prefer experience in partnership taxation and Form 5471 filings
Certified Public Accountant (CPA) and/or Juris Doctor Law (JD) certification or global equivalent

228

Senior Tax Analyst Resume Examples & Samples

Designated VAT specialist for the EMEA region with respect to SAP implementations including the gathering of local VAT requirements, the initial design process, performing analysis, testing and training (40%)
Build, maintain and govern processes surrounding VAT automation following newly incorporated SAP implementations or upgraded instances. (30%)
Partner with Global IT, Cargill’s businesses and functions to assess, monitor and govern processes via the use of technology, including performing process and system monitoring and engagement with the business to resolve/communicate. (20%)
Various other items, such as process improvement of existing SAP instances (10%)

229

Senior Tax Analyst Resume Examples & Samples

Responsible for timely preparation of assigned property tax returns for submission to the appropriate taxing authorities
Responsible for submission of tax payment documents to corporate accounting in order to ensure on time payments
Maintain the tax calendar for assigned property tax payments and filings
Communicate with the field personnel to verify the accuracy of assets and encourage them to submit the proper documents to correct inaccuracies in the Fixed Asset Listing
Responsible for preparing uploads of property tax data for import into PTMS
Assist the Sr. Accountant/Managers to collect and assemble work papers and documents requested for audits or for internal use

230

Senior Tax Analyst Resume Examples & Samples

Assists in the development, implementation and maintenance of tax accounting policies and procedures in conjunction with federal (including foreign reporting), state and local laws. This includes communicating and enforcing the tax accounting policies and procedures to department staff, corporate personnel, and campus personnel to ensure compliance with established standards and objectives
Assists in the preparation or management of the income tax processes to ensure tax returns and payments (quarterly estimates and extensions) are prepared and filed in a timely and accurate manner
Assists in the facilitation of the organization’s tax related audits to ensure compliance with federal, state and local laws
Assists in the timely resolution of tax notices
Assists in the preparation and maintenance of quarterly state income tax provision calculations. This includes the computations of uncertain tax positions and effective tax rates
Performs tax research as it relates to tax return positions, tax saving ideas or business plans. Provides recommendations to the senior and executive management as needed or requested
Assists in researching, analyzing and developing responses to inquiries from tax regulatory agencies
Compiles, organizes and verifies data for the completion of federal, state and local tax returns
Advises management regarding effects of business activities on taxes, and may recommend strategies for minimizing tax liabilities
Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies
Must have working knowledge of accounting software packages to prepare, process and track tax returns as described above. Knowledge of Oracle Financials or Corptax experience would be beneficial
Must possess the ability to research and communicate complex and technical tax information as well as present research findings to both internal and external parties
Must be results oriented, and able to prioritize and perform multiple tasks or projects to meet deadlines

231

Senior Tax Analyst Resume Examples & Samples

Performs tax research on a variety of issues, including, international tax provisions of the US Internal Revenue Code, US rules related to corporations and partnerships, tax treaties, and US inbound/outbound taxation
Assists with various international tax projects including: cross-functional Legal Entity Simplification projects, internal legal structure reorganizations, efficient cash management, and non-US host country tax planning
Assists in the international tax compliance and provision process including preparation of US international tax forms (e.g., Forms 5471, 5472, 8858, etc.), earnings & profits and tax pool calculation/maintenance, statement/election preparation, and IRS audit support
Provides support for modeling and quantitative analysis
Bachelors in Accounting, Finance, Business from an accredited institution with 1 year of tax experience or a Master’s degree in Accounting, Finance or Business
No relocation is being offered for this position. Candidates must reside within a 50 mile radius of Houston, TX or Cleveland, OH to be considered
Must be legally authorized to work in the United States without company sponsorship now or in the future
Big 4 company experience
CPA and/or MTAX
Computer skills including working knowledge of Microsoft Excel, Access, PowerPoint, Corptax, Oracle and/or SAP

232

Senior Tax Analyst Resume Examples & Samples

Supports income tax process
Prepares monthly account reconciliations of assigned accounts
Resolves tax issues with Federal taxing authorities
Assists in the management of Federal tax audits
Identifies opportunities for deployment of technology in automating all appropriate aspects of the tax function
Performs tax research projects under the direction of Tax Manager/Director
Maintains and expands level of professional competence through monitoring technical developments and participation in professional seminars
Knowledge of tax laws and regulations
Knowledge of transaction tax compliance requirements
Bachelors degree in a business discipline such as Accounting,
4 years of related work experience

233

Senior Tax Analyst Resume Examples & Samples

Manage the State Tax Notice Response process: Research, provide direction and supervise assigned interns to process state and local tax notices related to income, franchise, gross receipts, and sales& use tax. Manage the processing of property and unclaimed property state notices
Perform state and local tax research and audit assistance regarding indirect tax issues
Prepare indirect tax returns, analyze use tax accrual report and work with outsource providers on AUP and property tax returns and payments
Sales Tax exemption certificate preparation
3-5 years’ experience in tax research, audit, reporting and compliance
Public accounting experience or equivalent
Working Knowledge of state & local direct and indirect taxes
Working knowledge of CCH, Lexis, Visio, Excel and Word
Must be self-motivated with the ability to follow-through on assignments with little or no supervision
Must possess the ability to work independently and in a team environment
Must have excellent written and oral communication skills and attention to detail. Excellent research, analytical and organizational skills are necessary for the employee to successfully perform this position
Must maintain objectivity and possess proactive problem solving skills, along with the ability to make timely and effective recommendations to resolve problems as they arise

234

Senior Tax Analyst Resume Examples & Samples

Acting as a country SPOC and ensuring on-time and uninterrupted delivery of VAT returns to country controllers / Tax Managers / local Tax Authorities
Coordination and performing of accounting activities in compliance with HP accounting policy
Coordination and assistance in data delivery for tax inspections and statutory audits
Identification of opportunities for process improvements

235

Senior Tax Analyst Resume Examples & Samples

Preparation of UK corporation tax returns and relevant claims and elections, timely submission within statutory deadlines
Tax accounting and preparation of tax provisions and disclosures for both UK (IFRS) and US GAAP reporting
Ongoing assistance with the US tax reporting processes including liaison with finance and Corporate HQ, making sure all deadlines for legal entity submissions are met and accuracy of reporting is maintained
Assistance with Interest deductibility, Thin Cap, R&D relief, SAO declarations and other tax compliance requirements
Preparation and submission of annual share based compensation forms to HMRC
Ad-hoc project tax & accounting advisory work e.g. acquisitions, disposals, VAT, Customs, payroll taxes, etc
Foster close working relationships with finance contacts supporting UK legal entities
High profile presentations to statutory Boards of Directors and key stakeholders
Working with the Tax Manager as part of a small team of tax and accounting subject matter experts
Responsibility for direct tax compliance for all UK legal entities and related submissions, both internal and external
Reporting to Corporate HQ but with responsibility for UK compliance and reporting
Close interaction with finance colleagues from all UK group companies as well as external auditors, tax authorities and internal colleagues from all areas of the business
Accountancy/Tax qualification (ACA, ACCA, CTA) and relevant experience gained in a professional services firm
Post qualification experience (desirable)
Strong technical knowledge of UK direct tax
Experience of tax accounting (particularly under IFRS) preferred
Alphatax knowledge preferred but not essential

236

Senior Tax Analyst Resume Examples & Samples

State Sales/Use Tax Compliance – assist in the review of the state sales and use tax returns prepared by a third party
Sales Tax Automation – assist with the automation and implementation of the sales and use tax process
State Income Tax Compliance – assist in the review of the state and local income and franchise tax returns (including unitary, combined and separate entity tax returns) prepared by a third party
State Apportionment – preparation of the state apportionment factors
State Estimated Tax Payments – assist in the preparation of state and local income and franchise tax estimates and extension payments
State Tax Audits – assist in coordination of state income and franchise, and sales/use tax audits. Responsible for preparation of responses to state tax related correspondence received from taxing authorities
Federal Book/Tax Differences – assist in the preparation of various book/tax differences for the quarterly close process
Tax Basis Balance Sheet – assist in the validation of various deferred tax items in connection with the annual tax basis balance sheet study
Other Projects – various research and tax projects as determined by the Senior Tax Manager

237

Senior Tax Analyst Resume Examples & Samples

Federal Tax Compliance – assist in the review of the federal consolidated income tax return prepared by a third party
State Tax Compliance – assist in the review of the state and local income and franchise tax returns (including unitary, combined and separate entity tax returns) prepared by a third party
Tax Audits – assist in coordination of federal, state income and franchise, property, and sales/use tax audits

238

Senior Tax Analyst Resume Examples & Samples

Preparing and reviewing federal and state income tax returns with little review by managers
Full understanding and application of tax accounting principles used as part of the monthly accounting close process and in recording and maintaining deferred tax balances
Ability to understand and apply medium to fairly complex federal and state tax rules using online tools and regulatory guidance
Providing technical support and analysis for various regulatory filings and submissions
Analyzing information required to support federal and state income tax audits and documenting tax positions in support of potential audits
Developing and maintaining tax risk management tools and documentation
Working with external auditors to provide answers and support to inquiries
Assisting with supporting line of business tax issues and opportunities and gaining a full understanding of their tax needs and becoming a point of contact
Lead and work as a team member on identified special projects
Ability to work independently on a regular basis
May direct other staff on projects
Provide insight, input and recommendations on line of business issues, department issues and tax technical issues
Model and analyze impacts of legislative changes, audit issues and planning opportunities
Proficient understanding of tax laws and related guidance
Proficient understanding of GAAP tax accounting concepts
Proficient with Microsoft Office Suite, experience with Corptax a plus
5+ years of corporate tax experience, banking experience a plus

239

Senior Tax Analyst Resume Examples & Samples

Indirect tax
Bachelor’s degree required in Accounting, Finance, or Business from a qualified 4-year institution, advanced degree in Taxation a plus; CPA preferred
3-5 years’ experience with a Public Accounting firm or Corporate Tax department with experience in sales & use tax and other tax areas. Additional federal and state income tax compliance and SAP experience is a plus
Sales tax audit experience highly preferred
Property tax compliance experience highly preferred
Basic knowledge of Canada GST/HST tax compliance highly preferred
Experience in Microsoft Excel (intermediate level)
Experience in ERP systems such as SAP and JD Edwards
Experience working with tax engines to include Vertex and One Source

240

Senior Tax Analyst Resume Examples & Samples

4+ years of tax expertise, 2+ within the desired study
Research and presentations of complex income tax requirements
Manage and asses IRS audits and report findings to management
Prepare workpapers required for tax returns and tax provisions
Prepare and review complicated federal / international tax returns and tax related extensions
Assist in the development and upkeep of tax department standards in compliance with SEC Standards and US GAAP
Mentor team members and assist in training of lower level analysts
Oracle or similar ERP systems, HFM, OneSource Software or similar tax preparation software
Bachelors Degree in Accounting/ Finance
Strong communication skills required for regular presentation
Project management skills and ability to work in a very fast paced environment

241

Senior Tax Analyst Resume Examples & Samples

Track filings for multiple entities
Work with Tax Manager on developing and documenting tax policies and procedures
Ensure required deadlines are met
Prepare SOX memorandums
Research tax issues, act as a liaison among departments
Review tax portion of HLBV review calculations and work with consultants to ensure accuracy
3+ years of experience in a corporate tax department and/or partnership tax within a public accounting firm

242

Senior Tax Analyst Resume Examples & Samples

Have 3+ years of tax accounting experience; preferably from Public Accounting (Top 10 Firm)
Must Have Technical expertise federal consolidated return regulations
Have a CPA is a plus
MACc, MBA or MTx Preferred

243

Senior Tax Analyst Resume Examples & Samples

Assist with the calculation of Exelon’s federal tax expense, reconcile federal tax account balances, prepare federal tax basis balance sheet adjustments, prepare federal FIN 48 and FAS 109 supporting workpapers, schedules and calculations, including federal valuation allowances, execution of all federal related SOX controls, and U.S. and non-U.S. international tax filings
Prepare workpapers, schedules, calculations and other items related to federal tax return filings as well as estimated tax payments, extension payments and tax sharing settlements
Support IRS exam process, administration and drafting of responses to tax notices and preparation and filing of amended federal tax returns
Calculate interest expense on federal tax deficiencies, preparation of all supporting workpapers, schedules and calculations, and collaborate with other groups to ensure interest is properly reflected in financials
Prepare workpapers and calculations supporting the tax portions of the latest estimates and long range plans
Assist with implementation of changes in tax laws, process improvements, planning opportunities, and other ad hoc projects
Assist with technical research supporting tax positions taken in federal tax filings, including drafting of written memorandums

244

Senior Tax Analyst Resume Examples & Samples

Compiles, organizes, validates and analyzes data for the completion of complex federal and state/local tax returns and the income tax provision to meet all internal and external reporting requirements. Prepares and/or reviews U.S. tax forms for filing requirements associated with foreign investments, including Forms 5471, 8865 and 8858. Assists with the payment and processing of income tax returns to meet filing deadlines. Prepares and/or reviews complex tax return and provision related calculations to ensure completeness and accuracy to comply with accounting and SOX standards. Assists with the computation, payment, and processing of quarterly estimated federal and state income tax filings and extensions
Assist in the facilitation of the organization’s tax related audits to ensure compliance with federal and state regulations. Assists in researching, analyzing and developing responses to inquiries from tax regulatory agencies. Requires understanding of record keeping and systems in addition to and as applied to tax regulations
Performs tax research as it relates to business plans or tax saving ideas. Provides recommendations to management as needed or requested to ensure that the company is operating in compliance with tax laws and is maximizing shareholder value
Bachelor’s degree with an in-depth knowledge of accounting, finance, or other business operations. Master’s in Taxation, CPA preferred
A minimum of 3 years of experience with large multinational corporate tax return preparation, filing and processing, or equivalent skill set
Tax provision experience preferred
Demonstrated ability to work and solve/research problems both independently and collaboratively in a team environment
Self-starter with excellent interpersonal skills
Ability to communicate complex and technical tax information, as well as, present research findings to both internal and external parties
Detail, results and deadline oriented and ability to perform multiple tasks or projects concurrently

245

Senior Tax Analyst Resume Examples & Samples

Federal and State statutes (i.e. sales and use, property, federal, and state income taxes); Generally Accepted Accounting Principles (GAAP): tax research sources (i.e. IRC, Treasury Regulations, CCH, BNA, etc.) and how to use them
Double-entry general ledger and subsidiary ledger accounting
ASC 740 accounting (e.g. deferred income tax accounting for timing differences and investment tax credits)
Earnings and profits accounting
Financial theory and processes, such as discounting, and rate of return analysis
Sarbanes-Oxley Section 404 internal control procedures
Principles of consolidation necessary for filing federal and state income tax returns
State filing requirements as related to consolidated/combined vs. separate returns
The flow of corporate and partnership income tax returns and how the forms are interrelated
Statistical sampling, analytical analyses, and forecasting techniques to ensure that the outcomes of tax calculations are reasonable and expected
Idaho and Oregon property tax and sales/use tax rules
Income tax estimated payment methods
Reading, understanding, interpreting, and communicating the tax laws, rulings, and cases
Competent operation of Windows-based software, with proficiency in Excel, Word, and Access
Effectively communicating in written and oral form with a wide range of people inside and outside of the Company
Gathering, organizing, and analyzing financial data; troubleshooting database inconsistencies or miscalculations
Workpaper referencing techniques
Preparation of corporate income tax provisions pursuant to ASC 740
Be innovative in devising alternate solutions to data processing and tax problems
Manage several projects simultaneously while maintaining a high level of accuracy
Perform multiple tasks while maintaining a high level of accuracy and meeting strict deadlines
Grasp new concepts and conceptualize new ideas; work independently or with a team
Understand and follow internal control policies and procedures
Six years current experience in business income taxation, compliance, accounting, forecasting, and financial reporting with specific emphasis in corporate taxation

246

Senior Tax Analyst Resume Examples & Samples

Assist in completion of sales and use tax compliance including audit support & analysis, ensure proper and timely rate updates for POS systems, and timely and accurate update of rates for purchasing organization
Assist in calculating and documenting federal consolidated and state taxable income. Support preparation of extensions and quarterly estimated tax payments
Prepare and ensure completion of quarterly and annual tax provision requirements under ASC 740, including preparation of income tax provision work papers in support of the financial statements and related SEC reporting
Support special projects such as tax planning, restructuring, tax incentive and credit initiatives, 3115 filings, perform tax research, advise business partners, and support income, sales and use, and unclaimed property tax audits
2-5 years federal and state income tax compliance and/or provision experience
Ability to influence and collaborate with internal and external staff
Experience with OneSource Tax Provision and PeopleSoft is a plus
Experience with ASC 718 desired and familiarity with Equity Edge a plus
Hands-on, strong attention to detail and accuracy
Excellent analytical/organizational abilities on a multi-project basis
Self-starter and performance-oriented
Superior judgment and critical thinking skills
Ability to carry out job responsibilities in a timely and accurate manner
CPA and/or MS in Tax preferred

247

Senior Tax Analyst Resume Examples & Samples

Focus on worldwide Vertex transaction tax calculation software configuration, projects and support. This position may work with multiple billing and procurement systems, reporting and analytic systems, and data retention and archiving systems
Experience with multi-state tax return compliance software and preparation of monthly SUT returns
Excellent analytical, project management, Excel, written and verbal skills
Experience in tax research and legislative analysis
Experience with TeraData EDW, Tableau, Spotfire, Avalara, Vertex, Sovos, and Onesource a plus

248

Senior Tax Analyst Resume Examples & Samples

Prepare U.S. Federal Consolidated Income Tax Return and supporting workpapers
Prepare required workpapers for the quarterly and year-end income tax provision calculations
Conduct tax research to interpret and apply the tax law, regulation, and case law to specific transactions and factual situations
Ensure that all assignments are completed accurately and documented in compliance with SOX requirements
B.A./B.S. in Accounting/Finance required. CPA and/or MST a plus, but not required
2-3 years work experience in income tax accounting and/or tax compliance. Public Accounting or Fortune 500 Corporate Tax experience preferred
Excellent oral and written communication skills. Ability to clearly communicate technical tax issues with non-tax people
Strong accounting, analytical, organizational, decision making and administrative skills
Ability to manage, interpret and analyze voluminous and sometimes fragmented data
Solid skills in Microsoft Excel, Word, and PowerPoint. SAP and/or Corptax software experience a plus

249

Senior Tax Analyst Resume Examples & Samples

Prepare and file corporate income tax returns, elections and remittances in a timely and accurate manner in all jurisdictions across Canada
Coordinate with the corporate finance team and business units to obtain tax compliance information
Review operating divisions’ tax packages and consolidation of tax return information
Input of data in Tax Prep and OneSource tax software and prepare the Canadian federal and provincial corporate income tax returns
Calculate and process the required monthly and quarterly Canadian income tax payments and ensure that these are pay timely
Collect data and prepare the detailed quarterly Canadian income tax provision calculations
Prepare tax notes for the quarterly accounts and various income tax reconciliations of income tax payable and deferred taxes
Review tax returns
Assisting in preparing submissions in response to both the federal and provincial corporate income tax audits
Preparing the T106 Information Return of Non-Arm’s Length Transactions with non-Residents T106 Summary Form; collection and consolidation of information reported on the T106
Preparing the T1134 information return relating to controlled and not-controlled foreign affiliates
Preparing the T1135 foreign Income Verification Statement
Calculate the required withholding taxes for Canadian and US entities and ensure that these are pay timely
Assist with all aspects of indirect tax
Assist in ad hoc Special projects as required
3+ years’ experience of working in direct tax and preparation and completion of complex Canadian corporate income tax returns
Bachelor’s degree in Finance or Accounting CPA, CA, CMA, CGA designation preferred
Completed In-depth Tax Level II or Master of Tax program is a must
Excellent written and oral communication skills required
Ability to meet firm deadlines

250

Senior Tax Analyst Resume Examples & Samples

Prepare quarterly state and local tax estimates, annual extensions, and annual tax returns for all US entities
Gather all necessary information to support state income tax apportionment factors, as well as all information to support state and local income tax modifications to federal taxable income
Timely resolve correspondence and notices from state/local tax authorities
Perform research as needed on state and local income tax law changes and their impact on the state tax position of the organization
Perform research on state sales and use tax issues affecting the Company, as needed
Assist Tax Accounting Manager in preparing state income tax accrual calculations, and assist in completing annual state income tax provision to return analysis
Manage state/local direct and indirect tax audits as assigned
Assist as needed in the preparation of US federal income tax Form 1120 ProForma for US companies
Identify and implement process improvements to better leverage department resources
Bachelor’s degree in accounting or related degree, CPA and/or MST preferred a plus
5 to 7 years of SALT compliance, audit and research experience
Good communication (verbal and written), organization, and analytical skills
Ability to work independently on tasks and projects; while also collaborating with peers in a team-oriented environment
Excellent computer skills with demonstrated analytic skills, experience with One Source Income Tax software a plus

Download Senior Tax Analyst Resume Sample as Image file

Related Job Titles

Senior Payroll Analyst Resume Sample

Senior International Tax Analyst Resume Sample

Tax Senior Analyst Resume Sample

Sales Tax Analyst Resume Sample

Indirect Tax Analyst Resume Sample

Senior Tax Resume Sample

Cash & Trade Proc Analyst Resume Sample

Tax Senior Accountant Resume Sample

Income Tax Analyst Resume Sample

Tax Analyst Senior Resume Sample

Tax Manager, Senior Resume Sample

Senior Analyst Revenue Resume Sample

Browse More

Senior Tax Analyst Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Senior Tax Analyst resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

Senior Tax Analyst Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume