Tax Operations Analyst Resume Samples

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P Koepp

Pasquale

Koepp

869 McClure Rapids

New York

+1 (555) 771 0023

869 McClure Rapids

New York

Phone

p +1 (555) 771 0023

Experience Experience

Chicago, IL

Tax Operations Analyst

Chicago, IL

Hintz Group

Chicago, IL

Tax Operations Analyst

Creates and maintains databases and spreadsheets; provide periodic reports to management
Will be part of developing landscape supporting a growing organization and providing best in class service to our businesses and clients
Establish relationships and work closely with internal counterparts and vendors
Diagnosing process improvement opportunities and develop solutions using principles of process excellence and related tools
Work closely with our internal counterparts to provide tax reporting insight and guidance on various tax related events and transactions
The role holder will contribute to the delivery of exceptional business performance and be responsible for providing an excellent level of service
Aligning improvement to performance shortfalls

Boston, MA

ISG Tax Operations Analyst

Boston, MA

McGlynn, Kihn and Hirthe

Boston, MA

ISG Tax Operations Analyst

Review all E&Y filings and providing signoff prior to submission
Manage, track and report outreach w/ Bus Units
Centrally manage the Revolver Analyzer queue (not error queue) items for research and resolution
Sample withholding reversals to ensure timeliness and accuracy
Expiring documents
Track and report results
Sample Change in Circumstance & US Indicia events to ensure

present

Phoenix, AZ

Senior Tax Operations Analyst

Phoenix, AZ

Lowe Group

present

Phoenix, AZ

Senior Tax Operations Analyst

present

Good working knowledge in a multinational environment
Interpret tasks and develop procedures
Validate and establish Global Plus tax processing rules related to Tax Statement and 1099 production to reduce risks and penalties
Validate all tax reclaim account data, JPMC vendor files, and IRS/Foreign Market files and provide sign off
Ensure adequate coverage and processing of workload on a timely basis
Assist with all tax operational matters and identify any compliance issues. Escalating matters to Tax Ops Leader for advice and resolution
Provide/prepare documents supporting the transactional data

Education Education

Bachelor’s Degree in Business

Colorado State University

Bachelor’s Degree in Business

Skills Skills

Strong oral and written communication skills and ability to facilitate discussions
Attention to detail and quality of work
Possess the ability to develop good working relationships with various levels of management and external departments
Highly organised, ability to work under pressure and prioritise within tight deadlines
Knowledge of OneSource or similar tax system desirable
Knowledge of Global Plus or similar trust accounting system desirable
Ability to interact professionally with agents and foreign tax authorities
Strong analytical/financial background
Strong team player willing to work toward a common goal
Ability to drive change

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11 Tax Operations Analyst resume templates

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CIB Operations Tax Operations Analyst Resume Examples & Samples

Preparation and review of daily, annual and distribution tax reporting
Analytical review of tax reporting data vs Fund NAV calculations
Centralised performance of certain activity re: provision of tax services for Luxembourg and other accounting locations
NAV & Tax processing and reporting for Fund Distribution events
Management of tax certification process with Fund tax auditors
Response to client tax queries
Working with other internal groups in development of new tax services and ensuring ongoing compliance of current tax services
Circa 5 years + experience in a people management role in an operations environment (managing team of 4 – 5)
2 – 3 year experience in Investor tax reporting ( NB German – essential , Austrian & EUSD – preferred but not essential)
Knowledge of Luxembourg SICAV product, particular product features, fund accounting operating models and financial instruments would be an advantage
Prior experiences in a Fund Valuation or Tax Audit role would be a definite advantage
Fluent in English. German would be an advantage but not essential
Excellent inter-personnel & Communication skills

Asset Management Tax Operations Analyst Resume Examples & Samples

Perform required reconciliations
Research historical activity as necessary to respond to internal business partners in adherence to our service level agreements
Document and enhance MIS relating to data analysis, inquiries, and maintain daily MIS
Proficient with Microsoft Products - Word, Excel, Power Point, Project, and Access
BS/BA required

Tax Operations Analyst Resume Examples & Samples

Develop a thorough understanding of the IRS withholding and reporting regulations as well as tax documentation requirements through on-line reading and research of IRS Publications and internal training
Learn and manage various tax processing functions within our internal systems and vendor platforms
Work closely with management on interpretations, tax compliance requirements and or changes that need to be implemented into the process
Work closely with our internal counterparts to provide tax reporting insight and guidance on various tax related events and transactions
Learn various types of client account classifications, tax document requirements/validations and the associated reporting requirements
Review and respond daily to a wide range of inquiries received from Client Advisors
Participate in various parts of the year end data gathering via excel workbooks, analysis, and reporting of 1099 forms,
Manage call and email volume received into the department
Communicate on a professional level with Client Advisors, CPA’s and financially savvy clients
Participate and oversee various client mailings that are required by the IRS
Establish relationships and work closely with internal counterparts and vendors
Work on department related projects and initiatives

Tax Operations Analyst Resume Examples & Samples

US tax documentation (solicitation, validation, retention and BAU support)
UK CDOT self-certification (solicitation, validation, retention, and BAU support
Work with the team to ensure completion of regulatory U.S. information reporting and withholding processes for relevant institutional businesses (US Section 1441 Regulations, Chapter 61, Qualified Securities Lender Regulations)
Play key role in working with management to implement the required process and procedure changes relating to the U.S. Foreign Account Tax Compliance Act (FATCA)
Manage daily exception process with regard to U.S. cost basis regulations for CGML
Manage reconciliation of tax withholding and income receive from agents
Be a liaison to business areas as well as other Operations areas with regard to U.S. tax withholding and reporting queries
Build strong working relationships with various areas (Asset Servicing, IT, Front Office, Legal, Corporate Tax) in order to ensure that we can move forward and deliver optimum results, mitigate risk and enhance control thereby leading to greater revenue opportunities
Experience in U.S. information reporting and withholding role
Knowledge of the US tax regulations (including US and NRA, documentation, withholding and reporting) and the Qualified Intermediary Regulations
Working knowledge of IRS FATCA regulations as well as FATCA Intergovernmental Agreements
Understanding of the UK-CDOT regulations
Ability to interact confidently with other divisions, at all levels
Strong team player willing to work toward a common goal

Am-private Bank Tax Operations Analyst Resume Examples & Samples

Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative changes
Document and enhance procedures and training documentation
Support the team's structure and goals
Excellent time management and strong organizational skills

Tax Operations Analyst Resume Examples & Samples

The analyst will be expected to consistently highlight inefficiencies that may arise throughout the process and raise them to their supervisor’s attention. They must also be able to analyze the cause and effect and offer possible solutions to the problems
Must demonstrate basic business knowledge and have a strong desire to continuously increase their overall knowledge within the overall business and department activities
The analyst must be flexible to work independently or as part of a team and build the effective relationships throughout Bessemer
Accountable for completing assigned task on time and to department expectations
Must be willing to put in time and effort to meet department needs and tax season calendar objectives. Hours of operations during tax season include extended work weeks and weekends
Develop a thorough understanding of the IRS withholding and reporting regulations (i.e. Cost Basis Regulations) as well as tax documentation requirements through on-line reading and research of IRS Publications and internal training. Networking through industry associations and groups is encouraged to remain knowledgeable of changing requirments
Manage wash sale reporting via analysis and processing within our internal systems as well as tax package vendor and trust accounting system platforms
Work closely with management on interpretations, tax compliance requirements and or changes that need to be implemented in the processing workflows
Work closely with our internal Client Advisors, Tax Cost, Custody groups to provide tax reporting insight and guidance on processing taxable mergers, exchanges, spin-offs, tenders, and various income distributions
Must be familiar with the various types of client account classifications, tax document requirements/validations and the associated reporting requirements
The analyst will be required to participate in various parts of the year end data gathering, analysis, and reporting of 1099-DIV, INT, OID, B, MISC & REMIC, They will be responsible to ensure that all information is accurately reflected on the forms prior to mailing to our clients
They will also participate in the IRS Penalty Notices that are received annually. The analyst will be required to help coordinate the analysis with our Computer Operations group and successfully document full compliance and ultimately correspond with the IRS to abate all penalties
During tax season the analyst will be required to manage call and email volume coming into the department. They will be required to communicate on a professional level with Client Advisors, CPA’s and sophisticated high net worth clients
They will be required to participate and oversee various mailings that are required by the IRS. These mailings include, the IRS B-Notice, C-Notice, & W9 Due Diligence. They will coordinate ours efforts with our IT group, prepare communications to our offices to advise them of the mailing and work closely with our mailing group and print vendors
Work closely with internal counterparts that include Corporate Tax, Fiduciary Tax, Client Tax, Global Plus Support and EDB (mainframe) support counterparts as well as our tax package vendor
College degree (business related major preferred)
Strong PC skills in Microsoft applications (Excel, Project, Access, Word and PowerPoint)
Strong verbal communication skills – dealing with various business and operational units, Internal Revenue Service and vendors
Professional Style - ability to interact with individuals at various levels of management

Tax Operations Analyst Resume Examples & Samples

BA/BS in finance or operations related field
At least 3 years of strong tax operations experience with individual and trust accounts
Knowledge of Global Plus or similar trust accounting system desirable
Knowledge of OneSource or similar tax system desirable
Must have some experience with US tax processing
Experience processing US Tax NRA and Backup Withholding desirable
Strong competency in MS office suite, particularly Excel
Must have a well-organized detail oriented approach to their work style
Courteous and professional communication skills

Operations Securities Tax Operations Analyst Slc Resume Examples & Samples

Monitor and action new FATCA documentation work items related to changes in circumstance, cure documentation & GIIN validation
Develop expert-level knowledge of relevant tax systems, procedures and requirements
Remediate exceptions to ensure accurate and timely reporting to clients and tax authorities
Validate and process client tax documentation across all client / entity types
Work with teams across regions to drive issue resolution
Document process flows and recommend approaches for automation or scalability
Perform testing and data analysis to identify trends / exceptions compared to expected outcomes
Research the tax impact of corporate actions and other market events
Act as a risk manager through ongoing awareness of the tax regulatory environment and the firm’s adherence to its tax reporting obligations
Be flexible and contribute to other activities as requested
At least 2 years of work experience in Operations or related field
At least 2 years of work experience in Finance or related field
Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word
Spanish, Portuguese, Japanese, Mandarin, or German fluency
Prior tax operations related work experience
Ability to remain composed under pressure
Ability to prioritize and make decisions in a fast-paced environment
Adapt to new changes and new challenges
Well developed organizational skills
Comfort working with large data sets and proprietary systems
Quickly comprehends complex concepts and detailed process flows
Experience with data analysis, Microsoft Excel, Access/ basic SQL

Operations Securities Tax Operations Analyst Jersey City Resume Examples & Samples

Perform quality assurance and testing for initiatives, document test cases and scripts, and run various types of testing phases including user acceptance, production data, production parallel, and conversion tests
Document functional requirements for technology to describe the required changes to tax processes as a result of rule changes or other change management initiatives
Ensure that testing process is documented, communicated & adequate to ensure agreed quality levels
Develop traceability of test cases to requirements, working with the Tax Operations Production and Change Management teams to ensure all requirements are tested
Perform User Acceptance Testing (UAT) and post-production testing to ensure that standards are communicated & documented
Monitor the JIRA (defect tracking) database for all testing phases (update, follow-up and escalate overdue issues)
Verify test data used in manual test scripts
Identify and assess defects uncovered in testing
Improve current processes, procedures and reports including automation of manual processes
Recommend infrastructure improvements
Develop recommendations for process control improvements
Be flexible to contribute to other activities of the group where necessary
Interact with Tax, Technology, businesses and the rest of Operations to manage change programs and issue resolution
Proactive self-starting individual with high levels of ownership
Strong interpersonal skills together with the ability to influence others and make decisions
Strong ability to partner with managers to understand complex regulatory reporting requirements
Strong technical skills, along with general understanding of system development
Experience of process improvements and system upgrades/testing cycles
Preparing scope and user requirements documents
Preparing test scripts
Coordinating user acceptance testing Analytical thinker with the ability to generate innovative ideas and translate strategy to execution
Problem solving and documentation skills with an ability to understand complex workflows

CIB Ops-tax Operations Analyst Resume Examples & Samples

Strong analytical, data management and problem solving skills
Ability to critically challenge when warranted with the goal of resolving issues
Excellent working knowledge of MS Excel (pivot tables, v-lookups, etc.) and PowerPoint, and Microsoft Project desirable
Experience with analysis and participation in process reengineering and technology projects

Am-wealth Management Tax Operations Analyst Resume Examples & Samples

Cross train with other team members, other operational teams, and CSG
Self-directed and motivated with attention to detail
Proficient with Microsoft Products – Word, Excel, Power Point, Project, and Access

Tax Operations Analyst Resume Examples & Samples

Review the transactions that move through the tax bridge between Global Plus and the tax processing system
Initiate transactions to correct any tax bridge issues
Compile and report a listing of tax bridge issues that can be distributed to other business areas of Fiduciary for review and trending
Maintain tax cost records on Global Plus, a multi-currency trust accounting system
Weekly review of Non-Resident Alien (NRA) withholding tax and deposit funds with IRS along with annual Form 1042 preparation, including review of transactions on Global Plus and file settings required for automated processing
Bi-Weekly review of backup withholding and deposit of funds along with annual Form 945 preparation, including review of transactions on Global Plus and file settings required for automated processing
Support annual Global Plus tax processing related to Tax Statement and 1099 production
Perform annual IRS B-Notice reconciliation
Process recertification of IRS Form W-8 BEN, as required
Support and/or act a liaison between Fiduciary and third party tax vendors in tax bridge issues
Provide support to the Operations Tax Supervisor, as needed
Coordinating and maintaining reporting and tracking requirements for the Tax Reclaim process via receivable and break reports, Lotus Notes and receivable status updates
Completing and filing of split letters (Omnibus Breakdowns) with third-party custodian for Depository Trust Company securities
Processing of tax transactions by ensuring income received for clients is researched and posted accurately and in a timely manner; repatriation of all foreign income to US Dollars; Setting up and maintain tax tables/income maps; Maintaining receivables where necessary as per Closing Memo instructions
At least 3 years of strong tax operations experience with individual and trust account
Must have a well organized detail oriented approach to their work style

Tax Operations Analyst Resume Examples & Samples

This role is essentially the Operations Analyst supporting the GCR and BTS Functional Leaders
Complete significant data analytics that will be used to support decision making and lead change
Be able to gather data and information from a wide variety of source data and synthesize that information into something that can be digested and analyzed
Be a critical member of the management team of the various groups within GCR and BTS and work with a wide variety of partners and EDs on analysis to support decision making
Prepare and support the preparation of communications to groups within the practice
Work with Finance, Business Development, and Experience Management resources to gather and analyze data for the leaders
Work with a wide variety of technologies
A minimum of 5 years of business related experience
Good Judgment
The ability to be discreet
A proactive nature, the ability to operate without day to day direction, and a natural curiosity about the work
The ability to navigate a large organization

Tax & Operations Analyst Resume Examples & Samples

US Reporting (1099, 1042) to the IRS
UK Reporting (EUSD Section 17/Section 18) to HMRC
Jersey EUSD reporting to the Jersey Tax Authorities
Experience of working on projects where Process expertise was put to use
Advanced level of excel skills
Ability to network to get the job done and willingness to reach out and learn
Ability to work with minimal supervision is key
High level of computer literacy (Word, Excel, Outlook)
Understanding of Microsoft Visio will be an advantage. Desirable
Adaptable; capability to assimilate to different environments
Good business judgement, knowing when to escalate
If possible an understanding of UK / EUSD and/or US tax regulations and reporting. Good academic qualifications would be desirable, at least at a degree level
Project Managements skills (PRINCE2) would be an advantage

German Speaking Tax Operations Analyst Resume Examples & Samples

Strong Client service skills
High level of attention to detail and accuracy
Fluent German Language skills an advantage but not a requirement
Relevant work experience

French Speaking Tax Operations Analyst Resume Examples & Samples

To ensure that reclaims are processed in accordance with relevant procedures
Ensure required management data is reviewed regularly and that department controls are adhered to
Operations experience, in particular experience related to Tax, Income or Corporate Actions
Flexible and responsive to new challenges
Ability to work as part of a team, but also under own supervision
Fluent French Language Skills an advantage but not a requirement

Tax Operations Analyst Resume Examples & Samples

Management and timely resolution of incoming queries from Tax Authorities in the following Markets - Belgium, Netherlands, Spain and Canada. Also queries from clients via Client executives and our dedicated CSU team
Build and maintain relationships with internal / external contacts to include corporate tax, local and foreign tax authorities, client executive and agents
Ensure that the various markets are processed in accordance with relevant procedure
Training of processing and support staff in the various Market processes/requirements
Ensure required management data is reviewed regularly and that department controls are adhered to at all times
Manage and ensure timely communication regarding all documentation requests to Client Executives and Clients
Management of processing and support staff for various markets
Knowledge of WHT and Double Taxation Treaty regimes
Highly organised, ability to work under pressure and prioritise within tight deadlines
Ability to work under own supervision, independent

Tax Operations Analyst Resume Examples & Samples

Bachelors Degree with 2-3 years of experience in the Financial Industry
Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modeling, including Microsoft Excel, Access and other Office applications
Ability to work well within a team environment
Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm

Tax Operations Analyst Resume Examples & Samples

Ensuring the completeness and accuracy of the returns and schedules prepared
Load data into the GE approved VAT Reporting Tool for consolidation and review purposes
Carry out checks and reviews on high risk transactions and manual adjustments
Prepare GST/VAT & CIT return reconciliations, including monthly/quarterly balance sheet reconciliations before the return is filed
Prepare prepayment settlement of outstanding VAT/GST and Tax liability if necessary
Assist with all tax operational matters and identify any compliance issues. Escalating matters to Indirect Tax Leader for advice and resolution
Written and verbal fluency in English
Well proven experience of VAT/GST & CIT in large multinational for at least 1 Asia country
Experienced in VAT/GST & CIT processes and compliance
VAT preparation experience

Tax Operations Analyst Resume Examples & Samples

3+ years Change/Project management experience
3+ years MS Project, Excel, Visio, Word, PowerPoint and SharePoint experience
DICE-3

Senior Tax Operations Analyst Resume Examples & Samples

Collection, preparation & analysis of financial data, legal documents and other relevant info required for local tax filings/ tax audits and any other statutory requirements
Ensuring the completeness and accuracy of the tax returns and schedules prepared
Prepare VAT/GST return reconciliations, including monthly/quarterly balance sheet reconciliations before the return is filed
Assist with all tax operational matters and identify any compliance issues. Escalating matters to Tax Ops Leader for advice and resolution
2- 5 years of work experience of CIT/VAT/GST in large multinational/ Big 4 or Shared Service Centre
Experienced/knowledge in CIT/VAT/GST processes and compliance
Good analytical skills & ability to technically discuss with local/regional business controllers, country Stat & Tax leader, local Corporate tax Leaders and KPMG/auditors where necessary,
Strong MS Excel & Access skills

Tax Operations Analyst Resume Examples & Samples

Prepare prepayment settlement of outstanding CIT/VAT/GST and Tax liability if necessary
1-2 years of work experience of accounting or CIT/VAT/GST in large multinational/ Big 4 or Shared Service Centre
Good analytical skills,
Knowledgeable of intermediate MS Excel and Access are required skills

Tax Operations Analyst Resume Examples & Samples

Develop a thorough understanding of the IRS withholding and reporting regulations through on-line reading and research of IRS Publications and internal training
Work closely with our internal Financial Advisors, Corporate Actions department and Gain/Loss groups to provide tax reporting insight and guidance on processing taxable mergers, exchanges, spin-offs, tenders, and various income distributions
The employee will be required to participate and or have accountability in various parts of the year end data gathering, analysis, and reporting of 1099DIV, INT, OID, B, MISC, REMIC, 1042S, , 2439, Puerto Rico Form 480.6A, B & C. They will be responsible to ensure that all information is accurately reflected on the forms prior to mailing to our clients. They will also participate in reviewing and analyzing the 1099 data prior to any transmission to the IRS
They will also participate in the IRS Penalty Notices that are received annually. The employee will be required to help coordinate the analysis with our Information Technology group and successfully document full compliance and ultimately correspond with the IRS to abate all penalties
During Tax Season the empolyee will be required to handle a large amount of call volume coming into the group. They will be required to communicate on a professional level with Financial Advisors, and branch personnel on questions related to client accounts. The employee will have to be well versed and will have to handle a wide range of complex tax reporting inquires
The employee will be required to understand the functionality and downloading capabilities for various types of Tax Software Package (i.e. Turbo Tax) that Morgan Stanley makes available to our clients during tax time

Tax Operations Analyst Resume Examples & Samples

The role holder will be accountable for delivering exceptional quality regulatory monitoring and reporting services covering HMRC & IRS Tax Legislation including US FATCA and CRS (Common Reporting Standards), across a diverse range of business segments including UK Private Bank, Investment Bank and Brokerage Services
The role holder will be responsible for key operational tax issues across the business
The role holder will have an in depth technical knowledge underpinned by sound problem solving and analytical skills
The role holder will be able to provide a high level of support to all colleagues through specialist skill and knowledge of complex processes such as Tax Documentation Validation
Industry recognised qualifications; in either accounting or the security industry would be a distinct advantage

Tax Operations Analyst Resume Examples & Samples

Creates and maintains databases and spreadsheets; provide periodic reports to management
Coordinates, monitors and completes daily reports used in the work unit
Creates and maintains policies, procedures and training materials to maximize efficiency and customer service
Works with supervisors and/or managers to ensure that teams comply with the stipulated principles and standards
Fully proficient in Microsoft Office (Word, Excel and Power Point)
Detailed and thorough
Ability to work equally well on self-managed or team-oriented projects

Senior Tax Operations Analyst Resume Examples & Samples

Implement and execute tax processes needed to support EMEA withholding and information reporting requirements including collection and validation of identify information, issuance of tax information reports and creation and filing of operational tax returns and supporting documentation
Ensure supporting financial and reporting systems/ platforms are compliant and efficient from a withholding and information reporting perspective, including training employees as required
Reconcile prior tax remittances and issue refunds
Identify and implement process improvements and automation for existing processes and controls
Support audits and information requests from internal and external partners
Vision of team leading responsibility in future
3-5 years of relevant accounting/finance/tax experience

ISG Tax Operations Analyst Resume Examples & Samples

Centrally manage the Revolver Analyzer queue (not error queue) items for research and resolution
Ensure accounts deemed undocumented by the analyst are in fact undocumented
Eligibility for treaty rates
Track and report results
Sample Change in Circumstance & US Indicia events to ensure
Those deemed by the analyst to be a CIC are in fact true CIC
Those deemed by the analyst to be a false positive were appropriately disposition
FATCA / IGA filings
Review all data from IT prior to submitting to E&Y
Review all E&Y filings and providing signoff prior to submission
Track and report all filings
Sample withholding reversals to ensure timeliness and accuracy
Highly Organized and Detail Oriented

Senior Tax Operations Analyst Resume Examples & Samples

Research and Analyze fundamental IRS/Foreign Market regulations to ensure compliance
Consult with team members, business partners, Global Compliance, and Tax Services regarding any issues or changes
Thoroughly communicate options and optimal resolution in order to maintain compliance with IRS/Foreign Market rules and regulations. Some or all the communications may need to be reviewed by senior leaders, Marketing, and Legal
Present and interpret financial management reporting to senior leaders to make recommendations for foreign reclaims and client profitability
BS in finance or tax related field or equivalent combination of education and experience
3+ years industry experience preferred
Ability to communicate effectively with internal and external clients as well as various tax agencies
Must possess excellent research skills and strong attention to detail
Must demonstrate ability to identify and evaluate risk
Independent analysis of complex tax reporting issues
Ability to maintain confidentiality of classified client information
Ability to perform multiple tasks in a fast-paced environment
Project management skills are desireable
Strong aptitude in MS office suite, particularly Excel
Ability to mentor and train other team members
Solves routine problems of limited scope and complexity following established policies and procedures
Work is closely supervised and follows specific, detailed instructions. Defers non-routine matters to supervisor

Tax Operations Analyst Resume Examples & Samples

3-5 years relevant industry experience (banking, brokerage, tax, accounting, audit)
Strong analytical/financial background
Experience with procedure documentation and / or process improvement
Well versed in Microsoft products (excel, word, powerpoint)

Tax Operations Analyst Resume Examples & Samples

Be a subject matter expert relating to client tax reporting
Be a subject matter expert relating to corporate action events and their tax treatment
Be a leading member of the EMEA FRO tax team
Act as dedicated resource for client queries on ITS reporting
Work as part of team to ensure all daily functions are covered to the highest standard with a ‘no surprises’ attitude
Support FRO EMEA staff across the globe, sharing experiences and best practice
Work directly with Private bank and markets business heads to ensure transparency and keep updated on deliverables
Extensive years experience in operational tax role
Proven skills in successful projects and teams at other institutions
Proven track record in successful project implementation
Ability to drive change

Tax Operations Analyst Resume Examples & Samples

Communicate with internal and external customers regarding tax identity collection policies, forms, and related issues
Ensure compliance to invoice retention and storage requirements
Respond to inquiries from internal and external customers around tax identity, withholding and invoices, payments, refunds, etc
University Degree in Accounting, Finance, or Taxation
Strong project management and organization skills
Accounting Certification or qualification
Knowledge of Oracle Financial Applications a plus
Fluency in French, Spanish, Italian, German or other common European language is a plus

Wealth Management Tax Operations Analyst Resume Examples & Samples

Review and analyze the integrity of data (client, security, and transactional)
Ensure adherence to procedures, control policies, and service level agreements
Serve as a subject matter expert
Support the team’s structure and goals
Two to four years of financial/operational experience; tax experience required
Ability to multi-task, plan, and prioritize in a fast-paced environment across multiple financial instruments
Flexibility to work extended hours as needed

Senior Tax Operations Analyst Resume Examples & Samples

2- 3 years of work experience of CIT/VAT/GST in large multinational/ Big 4 or Shared Service Centre
Experienced in CIT/VAT/GST processes and compliance
Big 4 or MNC experience

Tax Operations Analyst Resume Examples & Samples

Creating, controlling and improving end-to-end business processes within the Tax Practice
Diagnosing process improvement opportunities and develop solutions using principles of process excellence and related tools
Leading process design and project implementation teams in process improvement activities
Creating quality reporting, analysis and audits for developing plans and programs to support continuous quality improvement using applicable tools
Partnering with operational and functional teams to develop capability roadmaps to highlight the needs of the Tax Practice
Identifying, analyzing and blending large amounts of data into meaningful and manageable reports, for use by different levels of management
Collecting data to identify root cause of problems
Measuring performance against process requirements
Aligning improvement to performance shortfalls
Travel as necessary but less than 20%
Bachelors Degree in Business or related field of study required
Experience