Specialist, Tax Resume Samples
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Specialist, Tax Resume Samples
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TS
T Stamm
Tessie
Stamm
3041 Andreane Mission
Chicago
IL
+1 (555) 152 6482
3041 Andreane Mission
Chicago
IL
Phone
p
+1 (555) 152 6482
Experience
Experience
Houston, TX
Specialist, Tax
Houston, TX
Mayer and Sons
Houston, TX
Specialist, Tax
- Plans, executes and manages own workload and projects in cooperation with line leaders
- Creates solutions to customer problems. Provide sound recommendations to their queries. Provides resolution the first time
- Completes personal individual development plan and implements agreed training/development activities
- Develop standard processes and controls for US payroll and accounting for expatriate employees
- Assists in planning, organizing and coordinating team activities to ensure employee engagement
- Active participation in various process improvement initiatives
- Adheres to shift schedules and attendance expectations to ensure consistent support to customers and a balanced workload for peers
Detroit, MI
Tax Automation Specialist
Detroit, MI
Erdman-Considine
Detroit, MI
Tax Automation Specialist
- Assisting management with clear visibility of the progress and the efficiency of the project
- Interacting with BASIS and network teams to resolve system health issues and manage upgrade role out
- Working with Indirect tax team, tax compliance team, finance team, IT team & External Tax Engine
- Proficient in MS Access database development
- Business scenario’s regression testing to improve the compliance of the tax determination
- Working with Tax Compliance organisation for reconciliation analysis of SAP and Tax engine difference of tax treatment
- Running workshops for training and business walkthroughs to understand the business processes
present
New York, NY
Tax Document Review Team Specialist
New York, NY
Vandervort Inc
present
New York, NY
Tax Document Review Team Specialist
present
- Assigning daily work targets and ensuring they are completed to meet Departmental standards
- Facilitate daily huddles to discuss assigned work, client or market issues and procedure changes
- Work closely with Implementation teams to on-board Tax services for new clients
- Proactively monitor and resolve breaches of workload targets and procedures
- Provide feedback and support to clients around documentation inconsistencies
- Responsibility for maintaining MIS and updating KRI’s
- Delivery of regular training and support to all team members
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Columbia University
Bachelor’s Degree in Accounting
Skills
Skills
- Have excellent oral and written skills/possess strong meeting and work session facilitation skills
- Have the ability to work independently and as part of a team, the ability to manage time and resources to meet assigned deadlines
- Able to work with a diverse set of individuals
- Have excellent organizational skills, proven analytical, planning, problem solving, and decision-making skills
- Strong communication/ leadership skills
- Ability to collaborate with supporting resources across business and/or functional lines
- Strong influence, collaboration and negotiation experience
- Experience as a Public Sector Chief Information Officer
- Experience with agile project management methodology
- Technical leadership
15 Specialist, Tax resume templates
Read our complete resume writing guides
1
Tax Document Review Team Specialist Resume Examples & Samples
- Tax Services SME for account openings of 90+ Global Custody clients
- Client ownership as a direct point of contact for all Tax documentation queries
- Responsible for presenting on behalf of team at regular client calls and periodic meetings
- Ensuring client queries are allocated to the correct internal groups and completed within agreed timeframes
- Reviewing and verifying Tax documentation received from clients against market requirements
- Provide feedback and support to clients around documentation inconsistencies
- Liaise with local market custodians to ensure correct application of double taxation service for clients
- Delivery of regular training and support to all team members
- Assigning daily work targets and ensuring they are completed to meet Departmental standards
- Responsibility for maintaining MIS and updating KRI’s
- Implementation of services and market changes as defined by Tax Product and Corporate Tax groups
- Work closely with Implementation teams to on-board Tax services for new clients
- Facilitate daily huddles to discuss assigned work, client or market issues and procedure changes
- Maintain procedures for assigned markets/functions
- Administration of data within Citi Tax Suite systems
- DTT and/or FATCA knowledge
- Strong organisational skills – able to deliver accurate work within deadlines
- Ability to meet new challenges and assimilate information
- Proactive – able to recognise risks and work on own initiative to resolve
- Strong attention to detail with commitment to standards
- Process high volumes of work with excellent accuracy and attention to detail
- Work well under pressure and meet strict deadlines
2
Payroll Tax Ops Specialist Resume Examples & Samples
- Filing assigned State and Local employment tax returns
- Researching and respond promptly to inquiries from taxing authorities
- Comprehensive understanding of state and local filing requirements for assigned states
- Researching taxation issues and work with other CES units to resolve
- Identifying tax liabilities due daily for assigned company
- Ensuring compliance with all state and local authorities
- Participating in project work
- 4 year college degree in Accounting or Finance preferred
- Knowledge of Peoplesoft/Oracle HRMS System helpful
- Strong time management skills and ability to handle multiple tasks
3
Director, Partnership Specialist National Tax Resume Examples & Samples
- Develops, grows and serves as a firm technical resource for the U.S. income tax aspects of partnerships
- Leverages technical knowledge and experience to provide effective project management and practice development; delivering timely and responsive services and products that meet and/or exceed client expectations
- A key player within the firm’s tax practice, including building relationships and delivery of services
- Develops and participates in public speaking opportunities at tax conferences and events
- Minimum 10 years of tax experience; preferably gained within a public accounting firm
- Minimum of 7 years of specialized in partnership taxation experience
- Possesses ability to analyze complex business and partnerships transactions
- Experience supervising and training staff
- Excellent interpersonal and verbal & written communication skills
- Able to attain visibility and recognition firm wide within your specialization
4
TIH Tax-rpa Specialist Resume Examples & Samples
- Identify and coordinate all Robotics Process Automation (RPA) opportunities from Tax
- Primary contact point from TIH Tax for RPA projects- throughout the execution phase of the projects
- Connect with tax stakeholders periodically to propagate the RPA concept
- Build business case to showcase the cost benefit and efficiency
- Pro-actively identify and suggest relevant concepts from tax
- Good understanding of all the sub service lines of Tax is required
- Should be capable to handle functional and technical teams effectively, being the Project manager of the Tax automation team
5
Specialist, Tax Resume Examples & Samples
- Provide tax and payroll consulting and advisory services to international assignees and business unit partners
- Develop standard processes and controls for US payroll and accounting for expatriate employees
- Drive compliance with U.S. & foreign tax requirements through technology, vendor process transparency and robust metrics
- Active participation in various process improvement initiatives
6
Senior Specialist Tax Resume Examples & Samples
- Be the key contact for clients and ensure all queries within the team are responded to in timely, efficient manner
- Assist manage the team in absence of AVP or SM
- Assist to coordinate exceptional/ad hoc requests from clients
- Progress all ongoing projects for the team, i.e.. Tax Reclaim System, German Tax voucher automation
- Manage projects involving implementation of additional tax services
- Excellent Client service skills
- Excellent organisational skills, ability to work under pressure of deadlines
- Knowledge of WHT regulations, Securities Operations
- Fluency in German or French language would be advantageous
7
Foreign Tax Specialist Resume Examples & Samples
- 2 to 4 years of relevant experience with complete working knowledge of W-8 and W-9 tax forms; FATCA knowledge a plus
- Bachelor’s degree in Tax, Accounting or Finance strongly preferred
- Advanced working knowledge of Microsoft Excel; experience working with Oracle/Essbase/Hyperion/Tax Software a plus
- Ability to work effectively and collaboratively in a team environment as well as independently
- Unwavering commitment to confidentiality and data protection
- Ability to multi-task, effectively determine priorities and meet firm deadlines
- Ability to thrive in a dynamic, fast-paced and incredibly fun work environment
8
Italian Tax Specialist Resume Examples & Samples
- 4-8 years of Italian and international tax experience in tax and legal consulting or in the financial services sector; qualification as Italian lawyer or chartered tax advisor will be an advantage
- Experience in taxation of financial products
- University degree in Law or Business Administration/Economics with a focus on Italian and international taxation; post-graduate specialization courses in Italian and international taxation (e.g. LL.M.) would be an advantage
- Know how in tax planning for HNW or UHNW Clients and corporations with tax domicile in Italy
- Excellent command of written and spoken English and Italian. Other languages would be an advantage
- Availability to travel to other locations (mainly Zurich)
- Good social skills and a motivated and proactive approach
9
Tax-mobile Specialist / MS Resume Examples & Samples
- Provide daily support and maintenance on Taxation's mobile app(s) as needed
- Bug fixes
- Possible enhancements to existing Taxation mobile app
- Ability to provide support after regular working hours when requested
- Experience with calling SOAP web services over SSL from within the mobile app
- Experience in developing mobile app code Xamarin, MVVM and Bootstrap using Visual Studio and C#.NET along with Android and IOS native code for presentation tiers
- Experience displaying HTML residing on external servers
- Experience in obfuscation of mobile app code using Crypto Obfuscator
- Experience publishing apps to Google Play and the iTunes Store
- Experience developing mobile apps that run on current and recent versions of Android OS and iOS
10
Specialist Africa Tax Resume Examples & Samples
- To provide local and international tax advice in the RBB space across the Africa Region
- Participate in a range of tax projects in the RBB space
- Identify relevant tax uncertainties that require advanced tax ruling from Revenue Authorities
- Undertake health checks of the group’s international tax operations
- Review and advice on new products request in the RBB space across the Africa Region
- Banking and/or financial products experience
- Good working knowledge of corporate income tax (including CGT, Dividends Tax), VAT and STT
- Understanding of SA Corporate Rules
- Understanding of Double Tax Agreements and their application would be an advantage
- Understanding of the direct and indirect tax regimes of other jurisdictions would be an advantage
11
Specialist Africa Tax Resume Examples & Samples
- To provide corporate and international tax advice to the group
- Manage a range of tax projects in the international space
- Review new products and structured transactions
- Deal with correspondence received from the tax authorities
- Ensure the group is compliant from an international and transfer pricing perspective
- Excellent technical income tax knowledge
- Understanding of Financial Markets and Derivative instruments
- Understanding of Double Tax Agreements and their application
12
Tax Specialist / Accountant Resume Examples & Samples
- Prepare tax work such as: corporate tax returns, enterprise and inhabitant tax returns, office premise tax return, consumption tax return
- Quarterly tax accrual under Japanese Tax law and Deferred Tax Assets calculations under JGAAP / IFRS
- Preparation of Tax information for group tax reports
- Transfer Price Accrual
- Work with the Global Tax team members
- Nishoboki level 2 or equivalent
- 5 years of experience in finance and accounting, 2 years tax management experience
- Multinational corporation background
- Native or equivalent Japanese and Business level English
13
Tax Specialist, REC Resume Examples & Samples
- Ability to work in a team environment and motivate others
- Ability to be flexible and manage change
- Experience in commercial loan servicing and interpretation of loan documents
- Preferred four-year college degree and/or three years commercial property tax experience
- Experience with McCracken/Strategy loan servicing system
- Analyze issues and seek to improve and simplify work processes
14
Tax Processing Specialist Resume Examples & Samples
- Five years or greater administrative support and project work experience working in Professional services and/or consulting firm environment is required. Tax processing experience preferred
- Advanced level of expertise in Microsoft Word, and intermediate expertise in Excel, PowerPoint, Adobe Professional, Outlook, and web based applications are required. Expertise in Visio and SharePoint 2013 is preferred
- Ability to learn various other programs and applications as necessary and/or required
- Knowledge of financial and accounting terminology is strongly preferred
- User expertise with office technology equipment such as videoconferencing and multi-function devices
- Strong project coordination, organizational and time management skills
- Excellent analytical skills to identify and report trends and make recommendations in collaboration with others
- Ability to coach, teach and guide others on processes and utilize both technical and interpersonal skills to assist clients
15
Tax Product Specialist Resume Examples & Samples
- The Operations Expert provides in-depth technical knowledge and expertise covering complex policies, processes, products and regulatory requirements. They keep abreast of industry best practices, sharing knowledge with a range of internal stakeholders at all levels, regionally and globally as appropriate. They input to Business strategy as required
- The Operations Expert represents the Bank by managing strong relationships with all relevant internal and external stakeholders e.g. industry forums, regulators, third party vendors, market participants and internal divisions e.g. IT, Legal or Product Management. They communicate all changes relating to operational requirements, which impact on relevant processes and controls; ensuring understanding by the relevant target audiences
- The Operations Expert acts as a Subject Matter Expert (SME), specialising in one of a number of disciplines which include Asset Services, Client, Payments, Branch Operations, Document & Confirmations, Collateral Management, Regulatory Operations, Trade & Transaction, Trade Finance, Tax, Reconciliation and Client Management. The specific responsibilities associated with each discipline are detailed in the ‘Role Responsibilities’ section
- Key point of contact between CTB and RTB process line for any systemic or regulatory change
- Manage and quantify operational requirements and impact of any change initiative to the RTB processing line
- Manage upcoming regulatory change and prioritize with CTB, IT, and RTB
- Develop and prepare operational readiness for all change programs
- Develop training and key operating procedures for change initiatives
- Hand over CTB functionality to RTB
- Experience working on Operational and IT change programs
- Experience with regulatory US Tax initiatives
- Consider the experience required in the following areas
- Risk and Regulatory – experience with regulatory programs
- Business – experience managing business relationships and SLA’s
- Leadership – experience serving as key contact and point person between Ops and IT
16
Capital Markets Tax Specialist Resume Examples & Samples
- Work closely with internal groups and external service providers to verify that BlackRock funds are documented to receive expected withholding tax rates as part of internal onboarding processes
- Maintenance of fund range specific tax documentation profiles
- Ongoing monitoring of external custodial documentation reporting to proactively address maintenance of critical BlackRock fund tax documentation. Develop and work within escalation protocols to resolve time-sensitive documentation issues
- Ongoing administration (i.e. facilitate execution and transmittal) of tax-critical documents to custodians and third parties as required
- Perform periodic reconciliation of fund tax rate entitlements in BlackRock proprietary systems between custodial systems and/or administrator systems to ensure alignment
- Administration of regional aggregated tax reclaim receivable reporting based on data sourced from multiple service providers
- Bachelor’s (or equivalent) Degree in Business, Accounting or Finance
- 3+ years of experience in accounting, legal, investment management, brokerage, capital markets, or custody
- Comfort with general accounting/investment management concepts and systems
17
Tax Automation Specialist Resume Examples & Samples
- Gathering requirements from operational and business personnel and translating them into detailed technical and functional specifications
- Designing and implementing technical solution for tax changes in SAP/OneSource
- Interacting with BASIS and network teams to resolve system health issues and manage upgrade role out
- Managing change control for configurations and system upgrades, including regression testing and coordination of user acceptance testing
- Working with SD, MM, FI, and ABAP teams on functional design changes required by law or business process
- Maintaining and updating tax-related functional and technical documentation
- Translation of tax design flows to real world scenarios
- Identifying and preparing of tax decision trees on various concepts of CLS, Deferred Sales, Service exemption, Exempt clients etc
- Business scenario’s regression testing to improve the compliance of the tax determination
- Responsible for implementing/streamlining business process related to the tax engine implementation project
- Working with Tax Compliance organisation for reconciliation analysis of SAP and Tax engine difference of tax treatment
- Running workshops for training and business walkthroughs to understand the business processes
- Assisting management with clear visibility of the progress and the efficiency of the project
- Capturing and documenting global indirect tax compliance requirements to align client IT, Finance and Operations functions
- Executing indirect tax compliance through business processes & ERP systems based on tax efficient supply chains for US / EU multinationals
- Managing deliverables, requirements, concerns and issues at each stage of the project life cycle
- Business Process expertise of various Taxation points during Procurement and Sales life cycles
- Working with Indirect tax team, tax compliance team, finance team, IT team & External Tax Engine
- Experience in the business process definition, requirement gathering, analysis, functional gap analysis, configurations, customisations and conducting user trainings
- Consulting skills, business knowledge, and SAP solution expertise to effectively integrate SAP technology into the client’s business environment in order to achieve client expected business results
- Tax Engine Implementation Experience of 2+ years in similar projects, process designing and IT Service engagement in delivering various Tax solution product
- Proficient in MS Access database development
- Programming skills in designing and implementing applications using Java
- Substantial knowledge of Onesource
- Configuration Expertise in External Tax engines
- Expertise in Thomson Reuters Global Next Connection, in particular certified training from Thomson Reuters in Onesource determination and Onesource Global Next Connection
- Developing MS Access Queries and generating reports
18
Tax Administrative Specialist Resume Examples & Samples
- Research and assemble data; including monthly reports on production
- Control center for all tax administrative functions, including
- Minimum of three years administrative experience
- High school diploma or GED required; Bachelor’s degree preferred
- Exceptional customer relations skills
- Excellent interpersonal s kills
- Able to train, supervise and provide others with concise direction when necessary
- Exhibits judgment and initiative in performing tasks
- Skill in planning, organizing, delegating and supervising Ability to set priorities among multiple requests
- Ability to interact effectively with clients (internal and external) and professional staff
- Strong organizational skills illustrating the ability to organize and prioritize work
- Prior experience in and knowledge of tax function is a plus
19
Tax Research Specialist Resume Examples & Samples
- 3+ years in a public accounting experience
- Active CPA certification
- Knowledge of business credits and tax credits
- Passion for tax research and continuous learning of new Federal and State tax issues
- Active PTIN number preferred
20
Senior Resource Management Specialist, Tax Resume Examples & Samples
- Maintain an understanding of the business, markets, and service offerings within assigned FSS (Tax) and across Deloitte
- Maintain detailed knowledge of the practitioner skills profiles in the assigned FSS (Tax)
- Maintain knowledge of the project pipeline in assigned practice area in order to manage available resources and advise on future supply and demand
21
Senior Resource Management Specialist, Tax Resume Examples & Samples
- Maintain detailed knowledge of the practitioner skills profiles in the assigned FSS
- Strong critical thinking, analysis, and problem-solving skills
- Strong conflict resolution skills, including the abilities to negotiate and influence others
- Ability to manage and resolve complex and sensitive situations
- Ability to work both independently and collaboratively with large teams
22
Tax Processing Specialist Resume Examples & Samples
- Provide multiple partner support
- Proficiency in a Microsoft Windows environment must have excellent Excel, Word and PowerPoint skills
- Experience typing correspondence, proofreading, scheduling appointments and calendaring, setting up for meetings, travel arrangements
- Strong organizational skills; multi-tasking, attention to detail, excellent written and verbal communication skills
- Take-charge person who is able to work well independently and exercise good judgment
- Ability to juggle multiple projects
- Assist with the scheduling and monitoring of tax work
- Complete tax assembly as necessary
- Coordinate/assist with special tax projects as needed
- Overtime required during peak season
23
Tax Process Specialist Resume Examples & Samples
- Demonstrating consistently teamwork dynamics by working as a team member; understanding individual and team roles; contributing to a positive working environment by building solid relationships with team members; and proactively seek guidance, clarification and feedback
- Performing continuous training to learn proactively new processes, and a general interest in business and working with numbers
- Supporting engagement teams across a U.S.-based professional consulting services firm
24
Tax Service Specialist Resume Examples & Samples
- High school diploma or GED required; College degree may count towards relevant experience
- Advanced customer service skills
- Detailed knowledge of Client programs and SLAs
- Two years of directly related experience
25
Tax Servicing Specialist Resume Examples & Samples
- Understanding of company and customer compliance requirements
- Demonstrated ability to consistently produce accurate reports/documents/relevant products
- Microsoft Access experience is a plus
- Must possess good time management skills with the ability to prioritize multiple tasks and meet deadlines
- Must be a critical thinker and possess proven problem solving skills
26
Tax Servicing Specialist Senior Resume Examples & Samples
- Tax Services skills
- Reporting skills
- Four years of directly related experience
27
Multistate Tax Specialist Resume Examples & Samples
- Knowledge of the state tax law
- Background in tax accounting
- Multistate tax compliance experience in franchise tax (sales tax or premium tax is a plus)
- Proficiency in Word, Excel, Corp Tax, (Convey is a plus)
- Strong organizational skills and ability to multitask
- Three or more years of general tax experience, preferably with at least 1 -2 years focused in state tax compliance. Experience with a Big 4 firm, insurance company, or large corporate tax department of a company is required
28
Tax & Wealth Planning Specialist Resume Examples & Samples
- Undergraduate degree in finance-related discipline. Masters in Taxation or Juris Doctorate or CPA strongly preferred
- Minimum of eight years of progressive financial planning and income tax planning experience, including working with ultra high net worth clientele
- CFP(R) strongly preferred
- Proven ability to practice discretion in confidential matters
- Proven ability to effectively communicate with clients and other crew members at all levels
- Broad knowledge of Vanguard funds in addition to the mutual fund industry in general preferred
- Excellent writing, speaking and client relationship skills
- Proficient in Microsoft applications – Word, PowerPoint and Excel
29
Tax Credit Closing Specialist Resume Examples & Samples
- Assist in closing process for complex and challenging affordable housing tax credit investments
- Under limited supervision of mentor, conducts legal due diligence to identify and evaluate unforeseen risks of default or of adverse effects on affordable housing tax credit investments
- Assure compliance with investment regulatory requirements
- Maintain positive customer relationships to enhance repeat business
- Associate or Bachelor's degree required
- Paralegal experience closing real estate transactions required
- Paralegal experience closing tax credit transactions preferred
30
Domestic Tax Specialist Resume Examples & Samples
- Oversight of outsourced federal and state income tax compliance and provision
- Indirect tax compliance for sales tax, property tax and gross receipts
- Involvement in research and planning and merger and acquisition analysis, as needed
- Assist with process improvements and implementing best practices
31
Tax & Escheatment Specialist Resume Examples & Samples
- Identify, review and monitor accounts for escheatment eligibility
- Coordinate the escheatment process for eligible accounts with various state agencies in accordance with each individual state’s escheatment rules
- Review account distributions resulting in IRS withholdings
- Maintain and process remittance of withholdings to the IRS per current IRS guidelines
- Maintains prompt and regular attendance
- This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary
32
Mortgage Lending Tax Administration Specialist Resume Examples & Samples
- Meet daily/weekly goals for completing work in the required time frames
- Assume ownership of tax-related problems until completely resolved, including any communication necessary with tax authorities, title companies, attorney’s offices, and third-party tax service vendor. Confirm that both the Bank and the third-party tax service vendor system maintenance have been completed
- Review and resolve corporate advance items over 90 days
- Maintain knowledge of and compliance with all applicable investor and/or regulatory requirements
- Follow-up on internal research request items generated through batch task tracking
- Assist with updating procedures to adapt to changes in processes related to job responsibilities
- Participate in training new associates
- Back-up other team associate functions
- Reconcile Demand Deposit Account (DDA) exception items and outstanding checks
- Examine tax errors prior to escrow analysis
- Coordinate the processing of partial release documentation with the tax service vendor
- Pull the query paid in full and negative escrow process
- �� Process claims for penalty reimbursement with tax service vendor
- Disburse all tax payments received electronically and manually from escrow, resolve exception items, reconcile the tax payments and deposit refunds to the escrow account
- Research, resolve and respond to internal and client initiated written and verbal, real-time tasks and disburse delinquent taxes for escrowed and non-escrowed loans
- Audit, log, review, image and distribute incoming checks, correspondence and reporting received via mail, email and fax
- Review and resolve new tax line exceptions, perform testing for upcoming system enhancements and compile data for audit review
- Two years of servicing experience
- Working knowledge of all Tax Administration procedures and policies
- Ability to handle multiple tasks
33
Finance Senior Specialist Tax Resume Examples & Samples
- Overall accountable for up to date VAT analytics area
- Working on identification/improvement of processes in the given area, mainly VAT and improving and updating relevant supporting documentation
- Works closely with the local GBS to drive updates and sign-off of documentation
- Closely cooperates with GBS Finance Delivery Lead and Delivery Managers (AP, AR, GA) and also the Tax Function
- Executes analysis and reports as assigned; supports the senior colleagues with necessary actions if requested
- Complies with and help achieve Internal Control over Financial Reporting compliance in the tax (VAT) area
34
Tax Licensing Specialist Resume Examples & Samples
- Obtaining and maintaining all licenses for assigned states. Researches, coordinates, prepares, processes and remits assigned license applications and payments for initial licensing and renewals. This information including but not limited to, fingerprints, E-911 verification, background checks, Officer and field PII, redacting leases, aerial site plans and surveys, and coordinating with attorneys. Processes assigned property tax payments in the property tax system
- Assists with maintenance of various licensing and property tax databases to account for all license jurisdictions, applications and property tax payments
- Reviews license and property tax payments for accuracy of charges based on historical and/or third party data
- Researches and resolves license and property tax notices and issues
- Coordinates and advises Field Operations on required licenses for new and relocating stores
- Assists with or participates in special projects and other assignments as needed or required. May assist with property tax audits, business license audits, EBT, electronic funds transfer (EFT) and unclaimed property as directed
- Good organizational, planning, complex data analytical, and proactive prioritizing skills to maintain and meet stringent deadlines
- Ability to work proficiently with word processing, spreadsheet, and database applications
- Ability to interact with government jurisdictions and other departments to obtain relevant information
- Ability to communicate effectively both verbally and in written form
- Ability to work independently, in groups and in gray areas
- Ability to review data, break down critical decision points, and effectively communicate any challenges areas
- One year licensing or office experience preferred
- Proven ability to handle multiple priorities in a fast paced environment and basic knowledge of general office accounting preferred
35
Tax & Treasury Specialist Resume Examples & Samples
- Analyze, quantify and inform all tax changes impacting MCCA operations, on a yearly basis. It is crucial to maintain Unit up to date on all tax changes, as these occurs
- Support Planning process by providing NCFO Tax payment forecast for the Operating plan, Re-plan and Year-end estimates
- Responsible for periodic NCFO analysis of main drivers and year estimates as well as for the development of the year end forecasting
- Ensure tax regulations are in compliance with established standard and filing with the relevant taxes authorities
- Ensure compliance with "Sales and Use Tax" requirements and implications for PR, including import taxes, bonds, and certifications from the PRTD
- Respond to related tax correspondence and research issues as they arise, assisted by our external service provider. Assist with IRS and state audits as they arise
- Ensure the coordination of the statutory audit, year in year out, and resolve all possible queries
- Ensure the efficient management of company’s bank accounts. Accountable for all timely reconciliation of Cash accounts for the Puerto Rico and International Market Reporting Entities. Responsible for reconciling of bank statements against the GL, and clearing accounts assigned
- Ensure no open items are carried period over period for Unreconciled Cash Items for Puerto Rico and International Markets Bank accounts
- Active participation on period balance sheet reviews
- Ascertains proper controls over the Cash are in place and are effective. Highlight any risks and provide process recommendation improvements
- Prepare NCFO Cash Forecast Submission for the assigned units, and ensure all other users report the forecast on a timely manner (W1D4)
- Maintain updated information regarding bank accounts, contacts, signatures, and user profiles on CITI Direct tool
- Ensure periodic reconciliation of Intercompany Transactions and proper, timely submission in Helios Engine tool
- Ensure periodic submission of Reporting Unit(s) closing Profit & Loss and Balance Sheet in a timely manner
- Education & Professional Qualification: Bachelors’ Degree in BA (Major: Accounting/Finance). Fully bilingual (English and Spanish). This position works a fixed shift, day, in an office environment with air conditioning, under normal conditions. May require travel to training sessions or visits other units within the region (mainly for trainings)
- Knowledge/Experience: At least two (2) year experience in Accounting. Full accounting cycle, general knowledge of tax implications. Microsoft Office (Excel), SAP (Accounting and costs) and PowerPoint knowledgeable
- Accounting-the knowledge and application of Mars’ accounting policies and principles, General Accepted Accounting Principles (GAAP), applicable local government regulations and Mars’ transaction processing system in order to meet business reporting requirements for providing timely and accurate reporting of financial results
- Financial Processes-the knowledge of and ability to design, implement, continually improve upon, and govern the standard financial processes in order to deliver efficient and effective financial operations with the right balance of cost, quality control and service
36
Tax Specialist Olympia Resume Examples & Samples
- Awareness-level knowledge of tax accounting systems and payroll accounting
- Awareness-level research skills – gather information
- Awareness-level workload management skills - plan and organize assignments to create timely, accurate work products. Work efficiently, remain focused, and handle interruptions effectively
- Awareness-level analytical skills - use logic and reasoning to assess data, form logical conclusions, evaluate options, and make decisions or recommendations
- Awareness-level personal computer skills - use computer hardware and software to complete assignments
- Make sure your application reflects your best writing
37
Tax Specialist Olympia Resume Examples & Samples
- Tax Specialist 3: $40,428 - $53,016 annually depending on qualifications
- Awareness-level knowledge of financial and accounting principles and practices; the analysis and reporting of financial data including GAAP and GAAS (Generally Accepted Accounting Principles and Generally Accepted Auditing Standards)
- Awareness-level customer service skills - build and maintain customer satisfaction with products and services
- Awareness-level oral communication skills - convey information orally according to the needs of the audience, and receive and understand spoken information
38
Tax Specialist Olympia Resume Examples & Samples
- Working-level knowledge of financial and accounting principles and practices; the analysis and reporting of financial data including GAAP and GAAS (Generally Accepted Accounting Principles and Generally Accepted Auditing Standards)
- Working-level customer service skills - build and maintain customer satisfaction with products and services
- Working-level oral communication skills - convey information orally according to the needs of the audience, and receive and understand spoken information
39
Tax-technical Specialist / TS Resume Examples & Samples
- Experience with z/OS 1.13 - Minimum 5 years
- RACF - Minimum 5 years
- CICS - Minimum 5 years
- CTG (CICS Transaction Gateway) - Minimum 5 years
- UNIX System Services (USS): OMVS: HFS - Minimum 5 years
- System Parms, Procs, Load - Minimum 5 years
- TSO, ISPF, SDSF - Minimum 5 years
- COBOL/JCL/VSAM - Minimum 5 years
- LPAR - Minimum 5 years
- Disaster Recovery - Minimum 5 years
- Tivoli Workload Scheduler - Minimum 5 years
- JES2, Spools, CMDS - Minimum 5 years
- VTAM/TCPIP - Minimum 5 years
- Mainview (MVS, DB2) Knowledge of – 5 years preferred
- Teradata Knowledge of – 5 years preferred
- CA View Knowledge of – 5 years preferred
- SSA (Smart Security Administrator) Knowledge of – 5 years preferred
- CA Librarian Knowledge of – 5 years preferred
- Console Support – IPL experience Knowledge of – 5 years preferred
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Tax Servicing Specialist Senior Resume Examples & Samples
- 2 years related experience (college education may count for related experience)
- Ability to work independently and maintain tight deadlines
- Tenacity for research, investigating and solving detailed issues
- Analytical skills and good judgment
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Service Specialist, Tax Hotline Resume Examples & Samples
- Answer routine and non-routine incoming calls and/or written correspondence regarding procedural, operational and transaction status information within department guidelines for quality, quantity and timeliness. Primary interaction is with branch office associates and/or clients, however, inquiries might also be initiated by vendors, outside agencies and other departments/divisions of Edward Jones
- Complete department reports and/or processing within department guidelines for quality, quantity and timeliness
- Requires in-depth understanding of area systems, processes and procedures, including related systems and processes in other departments and divisions in order to anticipate branch needs, provide training and guidance, and recommend additional resources and next steps
- Identify contact trends and propose solutions to reduce or streamline service. Be a resource to assist and provide guidance in service situations that may need to be escalated to meet client or branch needs
- Assist in developing training materials, intranet sites and provide input to keep materials current. May also be assigned to assist with formal training or mentoring of other associates
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Specialist Tax Americas Advisory Resume Examples & Samples
- Deliver against performance targets, maintain operational discipline, ensure quality of service working collaboratively within a high performance regional tax team
- Conduct tax research and analysis to deliver tax advice and execution of tax processes to provide best practice service and outcomes to internal and external stakeholders
- Be accountable for the accuracy and completeness of tax advice, data and/or analysis provided to tax managers and senior tax leadership and/or stakeholders within and outside the tax function
- Identify and quantify tax risks and mitigation options, incorporating into advice provided
- Develop business partner relationships with key stakeholders within the businesses and functions in the Americas region
- Conform with the BHP Billiton Charter, Code of Conduct, GLDs and relevant statutory obligations
- Contribute to maintaining a culture of innovation, learning and development and continuous improvement and be an agent for change
- Proactively identify and recommend opportunities for internal control implementation & continuous improvement initiatives within work area
- Actively manage tax audit matters in regional jurisdictions, with specific focus in Canada, including assistance with developing and executing strategic litigation plan and engagement plan for stakeholders
- Day to day management of tax authority relationships, with specific focus in Canada, and communication in collaboration with Tax Managers
- Prepare and analyse funding and repatriation options for businesses and assets in the region, in particular for the Potash business, working collaboratively with EMEA Tax, APAC Tax and Treasury team members
- Analyze new tax legislation (in particular as it relates to Canada) as it impacts BHP investments in the region and globally, participating in cross-functional working groups to provide conclusions and recommendations to management
- Review and analyse fiscal terms, contracts and commercial proposals to recommended tax language and structuring for optimal outcomes
- Prepare and provide practical advice to the Tax Operations Team in relation to final tax positions adopted and ensure consistency of positions adopted and risks appropriately identified, mitigated and disclosed as necessary in accordance with the Tax Risk Standard
- Pro-actively assist with an issues based review of the income tax return, half year accounts and full year accounts inclusive of DTA and DTL realizability testing
- Prepare and validate where appropriate, that other tax documentation is appropriate and accurate (eg forecasts, payments, SOX and PVR analysis)
- Support the achievement of work area strategies, plans and cost, budget, and performance targets
- Demonstrate a high degree of self-management and proactivity to deliver against performance targets, exercising sound judgment in prioritizing activities and deliverables
- Demonstrated internal and external stakeholder management ability
- Strong organisational and time management skills
- Ability to set and meet deadlines
- Strong business communication skills
- Proven project management / client engagement skills
- Demonstrated ability to efficiently manage workload and resources and prioritise effectively
- Sound judgment
- Demonstrated ability to "cut-through" complex tax issues and identify the critical inquiries required
- Proven ability to deal with ambiguity
- Demonstrated ability to pro-actively drive change
- Collaborate with Global colleagues, ensuring that other Regions are consulted as required
- 5+ years experience in providing complex tax advisory services in a highly complex multinational business and/or professional services firm
- Demonstrated experience in leading teams delivering complex advice (both written and verbal) and complex tax projects to relevant stakeholders
- Cross-border experience, preferred
- CPA degree, preferred
- Thorough knowledge of relevant jurisdictional corporate tax rules / regulations and relevant accounting rules / regulations
- Highly proficient in tax research analysis and application across multiple jurisdictions
- Ability to effectively evaluate tax risks / benefits and provide sound business advice
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Specialist Tax Americas Advisory Resume Examples & Samples
- Deliver against performance targets, maintain operational discipline, ensure quality of service working collaboratively within high performance regional and global tax teams
- Conform with the BHP Billiton Charter, Code of Conduct, Group Level Requirements and relevant statutory obligations
- Assist with strategically managing tax audit matters in regional jurisdictions, with specific focus on US federal and state tax audits. Inclusive of engaging with stakeholders to obtain information, working collaboratively with team members in drafting responses to revenue authority inquiries, and sharing outcomes and lessons learned for optimization of future tax processes and substantive analyses
- Analyze new tax legislation (in particular as it relates to the United States and significant states) as it impacts BHP investments in the region and globally, participating in cross-functional working groups to provide conclusions and recommendations to management
- Prepare and provide practical advice to the Tax Operations Team, with a high degree of independence, in relation to final tax positions adopted and ensure consistency of positions adopted and risks appropriately identified, mitigated and disclosed as necessary in accordance with the Tax Risk Standard
- Pro-actively assist with resolving complex tax technical issues arising during the US tax return process, teaming with Tax Operations in the successful resolution of these issues inclusive of international matters impacting the US tax groups. Includes developing an overall view of the US federal and state tax return processes and business drivers impacting results
- Prepare and validate, where appropriate, that other tax documentation is appropriate and accurate (eg forecasts, payments, SOX and PVR analysis)
- Work collaboratively with Advisory and Tax Operations teams on identifying and assisting in resolving local and US tax issues associated with operations Iron Ore operations in Brazil, working closely with team members to identify and mitigate tax risks, engaging with cross-functional stakeholder and external advisors as required
- Participate in analysing and reviewing current structures to provide value-added projects optimizing the company's cash position
- Provide technical support on complex international withholding tax issues, managing internal stakeholders and external advisors as needed
- 7+ years experience in providing complex tax advisory and/or operational services in a highly complex multinational business and/or professional services firm
- Cross-border tax advisory and/or operational experience, preferred
- CPA degree (or equivalent), preferred
- Knowledge of tax software applications and SAP, a plus
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Tax Servicing Specialist Senior Resume Examples & Samples
- 4+ years related experience (college education may count for related experience)
- Good verbal and written communication skills required for reporting, presentations, information sharing
- Intermediate to advanced computer skills to retrieve, query , create, update and manipulate documents and spreadsheets containing formulas and formatting
- Strong attention to detail and organizational skills
- Ability to collaborate with peers, other departments and clients to improve processes and share best practices
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Onsource Pre Sales Specialist, Tax Resume Examples & Samples
- Extensive tax technology experience covering integration requirements to branded ERP, e-commerce and legacy systems
- Extensive Indirect Tax Technology Application software pre-sales support experience for VAT
- Extensive Direct Tax Technology Application software pre-sales experience for IFRS, BEPS, Transfer Pricing, Accounts Production
- Demonstrated software consulting/ implementation experience
- SAP certification and experience in SAP tax integration projects
- Delivery experience of tax engine projects
- Implementation experience of the Global Next ONESOURCE is desired
- Experience of gathering requirements, technology design, configuration, testing and rollout
- Highly effective communication, presentation and research skills
- Client facing experience, articulate and excellent organizational skills, project co-ordination/management experience would be an advantage
- Self-confident and comfortable working under limited supervision
- Fluency in English, and either French or Arabic would be a plus
- Degree level education
- Qualified Accountant
- SAP certified
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Tax-technical Specialist / TS Resume Examples & Samples
- Agile Leadership and Caching
- Team development and Mentoring
- Organizational Planning
- Experience in Public Sector processes including supply chain management
- Experience in Public Sector processes including human capital management
- Experience in Public Sector processes including change management
- Experience in Public Sector processes including risk management
- Experience in development of policies and procedures
- Experience with business process improvement projects
- Possess excellent communication, negotiation and problem-solving skills
- Able to work with a diverse set of individuals
- Technical leadership
- Experience with agile project management methodology
- Experience as a Public Sector Chief Information Officer
- Strong influence, collaboration and negotiation experience
- Have excellent oral and written skills/possess strong meeting and work session facilitation skills
- Have excellent organizational skills, proven analytical, planning, problem solving, and decision-making skills
- Must be knowledgeable in the English language/speak clearly and understandably use the English language
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Tax Research Specialist Resume Examples & Samples
- Review various investment/acquisition documents and structure for optimal tax efficiencies
- Assist in the tax planning and research process associated with federal and state taxation
- Communicate findings and recommendations in a concise, understandable manner
- Assist in federal and state income tax compliance, including tax return and support work paper preparation
- Research various tax positions to ensure compliance and document for purposes of tax return and financial statement substantiation
- Address and resolve tax correspondence from all jurisdictions
- Analyze and prepare state credit filings
- Assist with the administration of Nelnet’s tax policy
- 4+ years of tax compliance and return preparation, 2+ years of tax research & planning, a general knowledge of GAAP, HR and legal related issues. Partnership tax experience is preferred. Successful project management/supervisory experience
- Consistent, High Quality Results: establishes credibility and finance leadership by producing timely, accurate and insightful results, consistently. Earns the respect of others through effective interaction with all teams
- Efficiency/Accountability: Allocates time efficiently, focusing on ever-shifting priorities, continually seeks ways to improve individual and team productivity. Highly accountable and able to manage multiple complex tasks in a fast-paced, dynamic environment. Effective follow through skills
- Energy, Drive, and Motivation: Embraces challenges enthusiastically, then executes relentlessly
- Excellent business judgment and strong analytical skills
- Possesses strong project management and organizational skills
- Broad business knowledge (law, accounting, tax, and human resources preferred)
- Proficient and tax research, documentation, compilation, and presentation
- Experience with structuring transactions and proficient in partnership taxation
- Proven ability to work under stress in emergencies, flexibility to handle pressure coming from all directions simultaneously. Able to work independently
- Strong/confident communication style: Effectively communicates with and engages all levels of the organization from peers to executive management both verbally and in writing: displays confidence in expressing opinions and in offering a point of view. Strong interpersonal skills
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Tax Research Specialist Resume Examples & Samples
- Assist in training of new employees and procedures
- Develops and updates current filing/research records and procedures
- Bachelor's degree Preferred
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Product Specialist Tax Provision Resume Examples & Samples
- Assist the Sales team with product demonstrations and account management and understand the market and the needs of the customer relating to Tax Provision
- Identify opportunities among existing and new clients to tailor solutions that are not necessarily out of the box
- Support the Go to Market (GTM) Strategy for the Tax Provision solution
- Contribute to the design of new software and product enhancements
- Assist with the development of TRTA solutions as and when required
- Coach / mentor less experienced staff
- Provide training to customers and staff
- Consulting in relation to TRTA products
- Special project work
- Bachelor degree with strong preference for degree in finance, accounting or tax
- ICAA, CPA or other relevant professional body certified
- Minimum 5 years of experience in Tax Provision compliance and reporting
- Experience in a large accounting firm or corporation dealing in Tax Provision specifically
- Solid knowledge of Australian tax law
- Knowledge of Thomson Reuters or other tax software products is a plus
- Be a dynamic presenter and quick thinker
- Have public speaking experience
- Have an interest in the direction of the industry
- Understand how corporations and firms can improve efficiency utilising technology
- Ability to work in a team orientated environment but also able to work independently
- Commercial awareness
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Specialist, Tax Resume Examples & Samples
- Collate payments to Offshore Vendor for Withholding Tax Remittance for Saudi, Qatar, Iraq, Nigeria, Equatorial Guinea, Morocco, Gabon, Congo and other African sites
- Collate payments to Vendor for Value Added Tax (VAT) Filing for Nigeria
- Reconcile Withholding Tax Records against Customers with Collection Team (CFS)
- Chase withholding Certificates from Customers for Saudi, Iraq, Nigeria, Equatorial Guinea, Dubai, Abu Dhabi, Morocco, Qatar and other African sites
- Ad-hoc regulatory tax compliance
- Manage queries that come in from MEA Tax Analyst and Local Site Finance in relation to data for the month. Questions may come in before filings are completed. Start preparing for next month’s deadlines
- Ad Hoc for Africa filings. Gabon, Congo, Equatorial Guinea
- Reconcile Tax Filings with Payments
- Request for the copy of filed tax return and proof of payments
- Check cost pool entries to make sure entries across the region add to Nil P&L impact in total
- Monthly preparation of Tax Operations Report
- Identifies customer needs through communication and probing
- Creates solutions to customer problems. Provide sound recommendations to their queries. Provides resolution the first time
- Assists customers in handling, servicing, follow-up, communication and closure of issues
- Completes workload on time. Monitors if transactions are processed in a timely manner
- Implements error-proofing method to ensure all transactions done are accurately
- Participates in conferences calls, meetings and discussions with customers
- Adheres to shift schedules and attendance expectations to ensure consistent support to customers and a balanced workload for peers
- Coordinates with other teams/support to complete the request of customers
- Records and submits periodic and/or quarterly transaction records, log sheets and/or trackers
- Plans, executes and manages own workload and projects in cooperation with line leaders
- Participates in team meetings. Huddles and information cascades
- Identifies problems areas and sources, offers possible solutions and escalates to line leaders/seniors when necessary
- Completes personal individual development plan and implements agreed training/development activities
- Actively participates in team activities and initiatives
- Fulfill other reasonable duties and projects as required
- Serves as back-up for next level similar or related function for business continuity
- Assists in planning, organizing and coordinating team activities to ensure employee engagement
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Tax Processing Specialist Resume Examples & Samples
- Research client, agency and payroll center inquiries and respond in a timely, accurate and professional manner
- Complete special projects as assigned by supervisor
- Performs other related duties as assigned by management
- High School diploma required
- At least 4 quarter ends of multi-jurisdiction filing experience
- Some college-level courses preferable
- Meets deadlines with accuracy
