Tax Information Reporting Resume Samples

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M Jakubowski

Milan

Jakubowski

11115 Kulas Harbors

Philadelphia

+1 (555) 825 0675

11115 Kulas Harbors

Philadelphia

Phone

p +1 (555) 825 0675

Experience Experience

Chicago, IL

Tax Information Reporting Manager

Chicago, IL

Denesik-Botsford

Chicago, IL

Tax Information Reporting Manager

Ensure accurate, timely, and compliant federal and state informational tax reporting for the bank. Assist Tax Controversy Manager with IRS and state audit requests
Manage FIS Tax System testing and implementation of upgrades. Manage testing, installation and rollout of new version of the 1099 Pro application each year. Maintain application security to meet bank standards.Manage relationship with print vendor including contract negotiation, statements of work specifications, scheduling and testing
Manage the business license process for the Bank
Ensure compliance and reduce risk to the bank by providing informational tax written guidelines and reviewing external departments’ training materials and procedures
Ensure that general ledger and DDA certifications assigned are prepared timely, accurately and include adequate supporting documentation. Ensure that any discrepancies are resolved according to the GL Certification Guidelines. Provide general ledger certification guidance for the Finance Integration & Tax Department
Additional projects & work as assigned
Working knowledge of FATCA and tax information reporting

Boston, MA

FRO / Tax Information Reporting / Manager

Boston, MA

Bahringer-Goldner

Boston, MA

FRO / Tax Information Reporting / Manager

Act as a tax/information reporting specialist to execute the FATCA advisory/rollout, systems conversions/rollouts
Executes the tax information reporting processes to products issued by Citi’s business
Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Migration of work into our centralized hub
Identify and participate in process reengineering & redesign to achieve better controls, compliance and efficiency
Participate in self-assessment testing, MCA, SOX controls as well as any audits with IRS or Citi's IA
Review, validate and process W-8 and W-9 tax forms and related documentation according to IRS Chapter 3, chapter 61, Section 3406 and FATCA regulations

present

Boston, MA

Tax Information Reporting Global Migration Lead &amp

Boston, MA

Heller LLC

present

Boston, MA

Tax Information Reporting Global Migration Lead &amp

present

Develop relationships across all functions to effectively perform work stream duties
Strong working knowledge of tax reporting strategies
Produce executive-level reporting for various management bodies including status documentation and packaging of evidence/artifacts
Follow project management disciplines in accordance with Citi-wide standards on a cross functional, end-to-end basis
Assess program plans and progress; collect, consolidate and review status and related reporting in an accurate, timely and comprehensive fashion
End-to-end project planning, migrations due-diligence, risk identification, dependency tracking, and issues identification / escalation utilizing best practice project management standards
Oversee the ongoing migrations of Tax Information Reporting functions in multiple phases from various locations and business units across 90+ countries into the centralized Reporting Hubs within FRO

Education Education

Bachelor’s Degree in Accounting

Quinnipiac University

Bachelor’s Degree in Accounting

Skills Skills

High-level of proficiency in MS Project and other key MS office applications used to support business analysis and project implementation (e.g. Excel, Word, SharePoint, Access)
Excellent project management skills - planning, monitoring and controlling programs and resources. Ideally professionally accredited (e.g. PMP)
Excellent oral and written communication skills and ability to facilitate discussions up to senior levels of management (e.g. Director, MD)
Ability to manage multiple competing deliverables and prioritize effectively
Ability to lead strategic planning sessions challenging the status quo where appropriate and drive decision making process
Ability to work independently, multi-task, and take ownership of various parts of a project or initiative
Excellent analytical and problem solving skills
Team leadership and management; staff development and coaching

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Tax Information Reporting Analyst Resume Examples & Samples

Executes the tax information reporting processes applicable to products issued by Citi Private Bank
Support migration of work into our centralized hub
Develop "Go To" processes and implement appropriate procedures/ controls to ensure consistent compliance with Information Reporting standards & FATCA requirements
Act as a tax / information reporting specialist to execute the FATCA advisory/rollout, system conversions/rollouts
Support audits with IRS and Internal Audit (IA)
Ensure tight controls over owned processes to include designing and managing key controls, key risk indicators and Continuity of Business tasks
Understanding and working knowledge of IRS Forms W-9 and W-8 and their associated reporting requirements
Ability to examine processes and procedures, experience with Process Re-engineering, re-design and process automation is preferred
Well versed in standard desktop technology
Ability to interact and communicate with all levels of internal customers and senior management
3 Years of Relevant Experience

Tax Information Reporting Analyst Resume Examples & Samples

Strong Private Banking and Markets product knowledge preferred
4 Years of Relevant Experience
Bachelor's Degree in Finance, Accounting or Economics

Tax Information Reporting Analyst C Resume Examples & Samples

Performs tax form validation (i.e. Form W9/W8) using a vendor tool in accordance with IRS regulations and procedures provided by Citi internal Corporate Tax, Vendor management and Quality/Control of an Outside Service Provider (OSP), and works closely with the CPB Accounts team to ensure tax forms are provided and o products issued by Citi Private Bank
Develop "Go To" processes and implement appropriate procedures/ controls to ensure consistent compliance with Information Reporting standards & FATCA requirements
Act as a tax documentation control specialist to execute the FATCA advisory/rollout, system conversions/rollouts, update internal procedures/control frameworks, and perform quarterly MCA testing and business monitoring
Work closely with Global Project Management team on FATCA UAT and various CPB operational enhancements to further assist in streamlining tax documentation scanning and workflows from account opening, maintenance, and annual re-certifications
Perform annual due diligence mailings (missing/expired tax forms) for CPB business lines (Consumer/Brokerage). This will include various FATCA pre-existing due diligence solicitations and due diligence
Review and resolve various exceptions reports and perform FATCA due diligence around US Indicia monitoring / Change In Circumstance, GIIN validations and other pending validation queues for review
Support migration of work into our centralized hub
Support FRO's Service Delivery / Engagement model with client constituency and other key stakeholders
Identify and participate in process reengineering and redesign to achieve better controls, compliance and efficiency
Support audits with IRS and Internal Audit (IA)
Ensure tight controls over owned processes to include designing and managing key controls, key risk indicators and Continuity of Business tasks
Understanding and working knowledge of IRS Forms W-9 and W-8 and their associated reporting requirements, underlying tax documentation
Excellent communication skills to drive engagement and close interactions with key stakeholders
Ability to examine processes and procedures, experience with Process Re-engineering, re-design and process automation is preferred
Ability to interact and communicate with all levels of internal customers and senior management
3 + Years of Relevant Experience

Tax Information Reporting Lead C Resume Examples & Samples

Understanding of U.S. tax information reporting requirements applicable to products issued by retail, institutional custody, markets and private bank businesses
Understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042
Knowledge of Income Sourcing rules
Knowledge of FATCA regulations, inter-governmental agreements and associated reporting requirements
Ability to examine processes and procedures, experience with Process Re-engineering, Re-design and Process Automation is preferred
Well versed in standard desktop technology
Ability to interact with all levels of internal customers and senior management
1-2 years of experience supervising operations teams

Tax Information Reporting Analyst C Resume Examples & Samples

1-3 Years of relevant experience
Basic Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
Basic Understanding and working knowledge of IRS Forms including Form 1099 series, and 1042-S
Basic understanding of cost basis reporting requirements related to Form 1099-B reporting
Ability to act as a change agent for organizational and product tranformational initiatives

Tax Information Reporting Analyst Resume Examples & Samples

Coordinating data feeds and participate in project calls related to year-end reporting and testing; validate tax forms prior to mailing and scrub data using Excel and/or Access within short timeframes
Acting as an internal and external recognized subject matter expert (SME)
Executing the tax information reporting processes applicable to products issued by Citi’s businesses
The migration of work into our centralized hub
Organizational skills and ability to multi-task

Tax Information Reporting Resume Examples & Samples

Knowledge and experience with Tax Information Reporting functions
Proven leadership ability
Knowledge of Citi Private Bank product offerings and associated product/payment processors and reporting systems
Experience in documenting processes, Controls design and Project Management strongly preferred
Outstanding communication (oral and written) skills
Proficient in Microsoft PowerPoint, Excel and Project
Bachelor’s degree plus 3 years of progressive leadership experience is required
Fluency in Spanish preferred

Tax Information Reporting Resume Examples & Samples

Experience in documenting processes and Controls design preferred
Outstanding communication (oral and written) skills with fluency in Spanish
Bachelor’s degree plus 3 years of progressive experience is required

Tax Information Reporting Analyst Fatca Resume Examples & Samples

Basic Understanding and working knowledge of IRS Forms including Form 1099 series, and 1042-S
Strong Microsoft Excel skills including VLookups, pivot tables, and complex formulas; some knowledge of Microsoft Access
Technical database and analysis skills

Tax Information Reporting Resume Examples & Samples

Candidate must possess a firm knowledge of IRS, FATCA and Hacienda information reporting regulations especially relation to vendor payments
Strong time-management and organizational skills
A self-starter

Tax Information Reporting Operations Manager VP C Resume Examples & Samples

Knowledge and experience with IRS Tax Information Reporting functions
Proven ability to review processes, identify risks, evaluate controls and drive remediation
Knowledge of Citi product offerings and associated product processors and reporting systems
Experience in a Process Reviews, Controls design and Project Management preferred
Outstanding communication (oral and written) skills
Outstanding organizational skills and attention to details
Highly proficient in Microsoft PowerPoint, Excel (Pivot table knowledge preferred), and Project
Ability to take on multiple assignments and work independently
Bachelor’s degree plus 5 years of progressive leadership experience is required

Tax Information Reporting Latam Analyst Resume Examples & Samples

Knowledge and experience with Tax Information Reporting functions (or related tax functions)
Proven ability to review processes, identify risks, evaluate controls and drive remediation
Knowledge of Citi product offerings and associated product/payment processors and reporting systems
Outstanding organizational skills and attention to details
Proficient in Microsoft PowerPoint and Excel
Ability to take on multiple assignments and work independently
Bachelor’s degree plus 1-3 years of progressive experience is required

Tax Information Reporting Manager Resume Examples & Samples

Ensure accurate, timely, and compliant federal and state informational tax reporting for the bank. Assist Tax Controversy Manager with IRS and state audit requests
Keep abreast of state and federal informational tax reporting regulations in addition to withholding remittance and reporting requirements to ensure compliance. Research, analyze and document federal and state reporting requirements. Working knowledge of FATCA is required
Customer service: provide guidance to departments to resolve inquiries from external customers in addition to researching reporting requirements and issues raised by internal customers regarding reporting regulations and specifications. Primary customers include RBG, CBG, Wealth Management, Treasury Operations, Accounts Payable, and the Mortgage Banking Division
Represent the bank with various IRS agents and state revenue departments to resolve issues regarding reporting or remittances and to reduce or abate proposed penalties. Manage IRS B Notice process and Penalty Notice Process. Coordinate with applicable departments to ensure compliance and adequate documentation of compliance. Coordinate with applicable departments to gather documentation to support penalty abatement argument. Prepare and submit correspondence and documentation to the IRS demonstrating compliance efforts and policies substantiating abatement argument
Manage FIS Tax System testing and implementation of upgrades. Manage testing, installation and rollout of new version of the 1099 Pro application each year. Maintain application security to meet bank standards.Manage relationship with print vendor including contract negotiation, statements of work specifications, scheduling and testing
Manage the business license process for the Bank
Manage state and federal withholding remittances and reporting. Ensure that remittances and reporting of state and federal withholding are accurate, timely, and meet the federal and state requirements. Maintain and document procedures and controls to ensure compliance
Ensure compliance and reduce risk to the bank by providing informational tax written guidelines and reviewing external departments’ training materials and procedures
Ensure that general ledger and DDA certifications assigned are prepared timely, accurately and include adequate supporting documentation. Ensure that any discrepancies are resolved according to the GL Certification Guidelines. Provide general ledger certification guidance for the Finance Integration & Tax Department
Additional projects & work as assigned
Advanced degree or certification highly preferred
Working knowledge of FATCA and tax information reporting
Excellent written and oral communication skills. Ability to influence and negotiate with business units is desirable
Strong problem solving and analytical skills (be able to handle assigned projects and resolve issues). Demonstrates good judgment in selecting methods and techniques for obtaining solutions

Tax Information Reporting Intermediate Analyst C Resume Examples & Samples

2-5 years of Brokerage/Financial background, Tax Information Reporting along with Regulatory and Compliance/Control
Bachelors degree in Finance or Business
Basic Understanding of

Regional Project Lead Tax Information Reporting Resume Examples & Samples

Own the production and management of project/work stream deliverables; scoping documents, project plans, budgets, risks & issue tracker, stakeholder & maps governance structures
Ensure that planning and execution within the region is aligned with the global programme
Ensure work streams and project deliveries meet the requirements and are of the appropriate quality, on time and within budget, in accordance with the Program Plan and program governance arrangements
Coordinate cross business functions (e.g. Operations, Middle Office, Front Office, Technology, Compliance, Tax, Legal, Infrastructure and Finance) and senior management to execute necessary policy, process and technology change
Manage, lead and develop local team of BAs/PMs
Minimum of 10 years financial services experience. Citi experience a plus
Minimum of 10 years experience in Capital Markets Regulatory, Tax, Client Onboarding or Reporting projects
Credible track record of successfully implementing projects in the financial services industry, preferably with capital markets and transaction services operations
Experienced in consulting with project stakeholders, including the skills to facilitate compromises and resolve conflicting requirements; strong consulting and stakeholder management skills and the ability to build and foster internal relationships
Experienced with a global bank's process & operational environment including management and external reporting
Collecting, defining and documenting business and technology requirements
Experience should ideally involve large scale implementations
Practical operations processing experience in multiple capital markets and commercial bank products and services
Excellent project management skills - planning, monitoring and controlling programs and resources
Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge
Ability to learn/understand some technical implications of system design
Ability to work independently, multitask, and take ownership of various parts of a project or initiative

Tax Information Reporting Lead Resume Examples & Samples

Proven ability to build teams, leading staff, driving employee engagement, talent development, mentoring
Excellent relationship management and communication skills to drive engagement and close interactions with key stakeholders, incl. Corporate Tax/ Business Heads/ Tax GPL
Proven track record at successfully leading change and tranformational initiatives
Project Management experience and ability to lead & drive organizational migrations/ transitions
Experience in systems selection / technology solution roll-outs
Experience in interacting, managing senior interactions related to audits (internal, external, regulatory)

Tax Information Reporting Global Migration Lead &amp Resume Examples & Samples

BS in Finance, Accounting or Business; Masters degree a plus
10 + years in financial industry experience; 7 years should be in Tax
Outstanding project management skills and planning disciplines
Influencing skills to lead successfully in a geographiocally diverse, at times virtual, environment
Outstanding relationship building capabilities
Highly proficient in Microsoft PowerPoint, Access, and Excel (Pivot table knowledge preferred), and process flow creation
Strong team player with teams from multiple locations
Ability to maintain composure in a fast-paced, high pressure environment
Strong operational background in US Tax Information Reporting requirements and processes; additionally strong knowledge and understanding of business operations, Retail and Inst'l products
Experience with implementing FRO migration framework and Risk & Control toolkit
Citi legal entity knowledge and FATCA program a plus
Understanding of current state tax information reporting organization given changes made since transformation start

Avp-tax Information Reporting C Resume Examples & Samples

Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
Excellent communication skills to drive engagement and close interactions with key stakeholders. Advisory services for both internal and external clients
Liason with Corporate Tax for complex tax advisory inquiries and policy requirements
Ability to act as a change agent for organizational and product transformational initiatives
Project Management experience preferred and strong organizational skills a must
Well versed in standard desktop technolgy with advanced Excel skills. Visio and Access experience preferred

Tax Information Reporting Manager Resume Examples & Samples

Bachelor’s degree with 6+ years in operations and/or customer service functions within a large financial institution
Strong understanding of U.S. tax information reporting requirements applicable to products issued by retail, institutional custody, markets and private bank businesses
Strong understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
Strong understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042
Knowledge of FATCA regulations, inter-governmental agreements and associated reporting requirements
Experience in interacting with all levels of internal customers, senior management as well as internal, external and regulatory audit teams
Managerial/supervisory experience (a plus)

Global Loans Tax Information Reporting Analyst Resume Examples & Samples

2+ yrs of financial services experience
Strong Excel skills (ability to do V-look ups, pivot tables, manipulate data)
Visio experience desired
Basic Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons desired
Basic Understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042 desired

Tax Information Reporting Analyst Resume Examples & Samples

1+ yrs. of Canadian & US tax reporting experience within financial industry required
Basic Understanding of Canadian and U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
Basic Understanding and working knowledge of Canadian Forms T5, RL3, T5008, T1135 and NR4
Basic Understanding and working knowledge of Forms W-9 and W-8 and their associated requirements; Forms 1099 series, and 1042-S; Forms 945 and 1042
Well versed in standard desktop technolgy with advanced Excel skills. Visio and Access experience preferred

Tax Information Reporting Manager Resume Examples & Samples

Bachelor's Degree required, Master's preferred
6+ yrs. of Canadian and US Tax Reporting experience
Strong understanding of Canadian and U.S. tax information reporting requirements applicable to products issued by retail, institutional custody, markets and private bank businesses
Strong understanding of Canadian and U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
Strong Understanding and working knowledge of Canadian Forms T5, RL3, T5008, T1135 and NR4
Liason with Corporate Tax for complex tax advisory inquiries and policy requirements

Tax Information Reporting Manager Resume Examples & Samples

BS or BA Degree required
Requires mastery level knowledge of job area typically obtained through advanced education combined with experience
May have deep knowledge of project management
Working knowledge of FATCA and tax information reporting preferred

FRO / Tax Information Reporting / Manager Resume Examples & Samples

Act as a tax/information reporting specialist to execute the FATCA advisory/rollout, systems conversions/rollouts
Executes the tax information reporting processes to products issued by Citi’s business
Migration of work into our centralized hub
Develop "Go To" processes and implement appropriate procedures/controls to ensure consistent compliance with Information Reporting & FATCA requirements
Support FRO's Service Delivery/Engagement model with client constituency and other key stakeholders
Identify and participate in process reengineering & redesign to achieve better controls, compliance and efficiency
Support audits with IRS and Internal Audit (IA), and any other special audits
Participate in self-assessment testing, MCA, SOX controls as well as any audits with IRS or Citi's IA
Ensure tight controls over owned processes to include key controls and COB
Review, validate and process W-8 and W-9 tax forms and related documentation according to IRS Chapter 3, chapter 61, Section 3406 and FATCA regulations
Support Technology projects from a technical tax perspective
Contribute towards departmental requirement to adhere to strict regulatory and Compliance requirements, per IRS and Citi policy
Handle Tax reporting for US and Non US legislations
Bank/Financial Institutions knowledge: products, services, IRS regulations, Tax Operations
Basic understanding and working knowledge of IRS Forms W-9 and W-8 and information reporting rules, FATCA and CRS
Ability to act as a change agent for organization
Project Management experience preferred

VP Tax Information Reporting Operations Resume Examples & Samples

Ensure that planning and execution of projects within the region is aligned with the global programme
Manage, lead and develop the regional team of Business Analysts and Project Managers
Assist in budget management, including setting project budgets and monitoring burn rates
Ensure work streams and project deliverables meet the requirements and are of the appropriate quality, on time and within budget, in accordance with the Program Plan and program governance arrangements
Engage and manage external resources if required
Minimum of 10 years’ financial services experience
Citi experience a plus
Minimum of 8 years’ experience in Capital Markets Regulatory, Tax, Client Onboarding or Reporting projects
Experience working within a structured program management framework, including production and management of key project artifacts. This should include development and production of concise and professional project status reporting dashboards
Proven track record of delivery of major level, multi-streamed programs, operational process change and improvement is essential; knowledge and a technical understanding of securities processing including product, process and system knowledge
Experienced in consulting with project stakeholders, including the skills to facilitate compromises and resolve conflicting requirements
Strong consulting and stakeholder management skills and the ability to build and foster internal relationships
Experience in working across technology and business projects and managing inter-dependencies
Team leadership and management; staff development and coaching
Excellent oral and written communication skills and ability to facilitate discussions up to senior levels of management (e.g. Director, MD)
Ability to work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
Ability to work independently, multi-task, and take ownership of various parts of a project or initiative

Manager Tax Information Reporting Operations Resume Examples & Samples

Own the production and management of project/work stream deliverables and associated project artifacts; scoping documents, project plans, budgets, risks and issues trackers, RACI matrices, stakeholder lists, governance structures, etc
Minimum of 10 years financial services experience
Minimum of 8 years experience in Capital Markets Regulatory, Tax, Client Onboarding or Reporting projects
Demonstrated career progression, including program management (or multiple project management)
Credible track record of successfully leading and implementing multi-jurisdiction projects in the financial services industry, preferably with a global investment bank
Experience working within a structured program management framework, including production and management of key project artifacts
This should include development and production of concise and professional project status reporting dashboards
Experienced with a global bank's process and operational environment including management and external reporting
Demonstrable business analysis experience, including operational process, systems and data analysis
Excellent project management skills - planning, monitoring and controlling programs and resources. Ideally professionally accredited (e.g. PMP)
Ability to lead strategic planning sessions challenging the status quo where appropriate and drive decision making process
Ability to manage multiple competing deliverables and prioritize effectively
Ability to quickly grasp and master new concepts/requirements and related product/functional knowledge
High-level of proficiency in MS Project and other key MS office applications used to support business analysis and project implementation (e.g. Excel, Word, SharePoint, Access)

Tax Information Reporting Resume Examples & Samples

Minimum of 7 years experience in U.S. tax information reporting is required
Experience in a financial services company or public accounting firm focusing on U.S. tax information reporting including FATCA and a working knowledge of CRS is highly preferred
U.S. tax information reporting/FATCA /CRS experience in a Corporate Tax Advisory function and/or Tax Information Reporting Operations function is preferred
Involvement in industry groups is a strong plus
Strong interpersonal skills, excellent communication (oral and written) skills, the ability to work independently, strong research and negotiating skills, and the ability to make and implement decisions

Tax Information Reporting Analyst Resume Examples & Samples

One to three years relevant tax or accounting experience for large, public, global corporation in either a public accounting or corporate environment
Hard working, quick learner with a positive and "can do" attitude
Ability to multi-task and adapt to changing priorities, trouble-shooting problems and finding speedy resolutions
Proficient with Excel and other Microsoft Office applications
Information Reporting experience, including Form 1099 and Form 1042 compliance and reporting, in a multinational organization environment preferred
Zendesk experience a plus

Tax Information Reporting Analyst Resume Examples & Samples

Bachelor's degree or equivalent job experience
Good Knowledge of FATCA regulations and previous experience with tax documentation preferred
Strong organizational and time management skills
Knowledge of basic accounting principles
Strong decision making/problem solving skills
Exceptional written and verbal communication
Strong knowledge of Microsoft Office with focus on Word and Excel

VP-tax Information Reporting Resume Examples & Samples

Strong understanding of U.S. tax information rules applicable to U.S. persons and non-U.S. persons
Strong understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series and 1042-S; Forms 945 and 1042
Excellent relationship management and communication skills to drive engagement and close interactions with key stakeholders including Corporate Tax/Business Heads/Tax GPO
Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements
Ability to design processes and procedures including proven track record at process re-engineering, re-design and process automation
Proven ability to act as a change agent for organizational and product transformational initiatives
Project management experience and strong organizational skills
Well-versed in standard desktop technology with advanced Excel skills; Visio and Access experience is preferred
Experience in interacting with all levels of internal customers, senior management, as well as internal, external and regulatory audit teams
Bachelor's degree is required; Master's degree is preferred; CPA or an equivalent tax qualification is preferred
6-10 years of experience

Tax Information Reporting & Withholding Executive Resume Examples & Samples

Bachelor's Degree in accounting, finance, or similar business concentration
4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree
10+ years experience in Accounting, Finance or tax planning, tax compliance and tax accounting responsibilities in public accounting or corporate tax departments
Strong knowledge of Federal and State tax laws and regulations and experience interpreting and advising on the same
Strong organizational and communication skills; ability to interact with all levels of leadership
4 or more years of people leadership experience in building, managing and/or developing high-performing teams required
Experience working with cross functional teams across various business units to apply tax rules and regulations to business products, services and operations
Experience collaborating with key resources and stakeholders, influencing decisions and managing work to achieve strategic goals required. Executive-level business acumen in the areas of business operations, industry practices and emerging trends required