Tax Operations Resume Samples

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B Kunze

Bria

Kunze

85586 Anita Ridge

Boston

+1 (555) 491 3679

85586 Anita Ridge

Boston

Phone

p +1 (555) 491 3679

Experience Experience

Chicago, IL

Tax Operations

Chicago, IL

Armstrong-Pfannerstill

Chicago, IL

Tax Operations

Develop, manage, and execute periodic compliance health checks
Develops and gathers metrics for managers within Tax Operations
Management of the implementation of tax changes and Product enhancements working with both Corporate Tax and Tax Product
Development of best practice internal controls - working with Operations and other Citi Tax departments
Managing a team of people for day-to-day operations together with end to end performance planning, including objective setting, coaching and appraisals
Managing the process from a global perspective, in order to ensure that the reporting is properly performed within the relevant local tax authorities
Governance / stakeholder management

New York, NY

Tax Operations Manager

New York, NY

White LLC

New York, NY

Tax Operations Manager

Member of Corporate Actions Working Group (with Tax Advisory Manager, Trading Team Manager, and Client Reporting Manager)
Manage relationships with and oversee the work of external tax service providers
Manage and provide career development to a team of tax professionals, including a Centre of Excellence in India
Successful controversy management and resolution, including tax reserve analyses
Project management Qualifications (such as PMP or Six Sigma)
Create and maintain documents for tracking statuses, meeting minutes, follow up action points and progress of Ops/Tech projects
Technical developments which may affect Tax reporting

present

Phoenix, AZ

Tax Operations Associate

Phoenix, AZ

Bosco, Satterfield and Turner

present

Phoenix, AZ

Tax Operations Associate

present

Performs end-user functionality testing on system updates
Works closely with team and internal customers to research and resolve any issues with supported applications
Perform impact assessments on tax processes for new markets, new products, business reorganizations, system changes and regulations
Responsible for archiving documentation with network storage and offsite storage
Execute business and regulatory compliance responsibilities relating to Tax Operations, which includes the following
Assist in remediation efforts to procure tax documentation for accounts that have invalid/missing information
System enhancements and testing

Education Education

Bachelor’s Degree in Accounting

The University of Kansas

Bachelor’s Degree in Accounting

Skills Skills

A good understanding of Operations, Tax and/or FATCA knowledge
Flexibility and ability to learn quickly
Strong attention to detail
Excellent communication skills with an ability to influence senior business stakeholders and make decisions
Strong analytical, problem solving and documentation skills with an ability to understand complex workflows
Strong Operations tax knowledge gained in an Investment Banking or Broker / Dealer environment
Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
Possess the ability to develop good working relationships with various levels of management and external departments
Ability to learn quickly
Good organisational skills, ability to work under pressure and prioritise within tight deadlines

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Tax Operations Manager Resume Examples & Samples

All aspects of tax accounting in connection with financial reporting matters, including—
Tax Provision
Tax Balance Sheet Accounts, including deferred taxes, controls, reconciliations and tax basis balance sheet
Tax footnote disclosures, including APB 23
Strong supporting documentation
Tax Forecasts
Technical developments which may affect Tax reporting
Global management and coordination of above
Oversight of
US Federal tax return preparation and estimated/ extension tax payments
US Federal tax examinations and notices, including account transcripts
Successful controversy management and resolution, including tax reserve analyses
Identify, research and resolve miscellaneous US Federal tax issues, including executing on planning opportunities
Manage and provide career development to a team of tax professionals, including a Centre of Excellence in India
Partner with other Tax Department functions such as international tax, regional tax teams, state and local taxes as well as other Finance groups like Controllers, External Reporting and Treasury
Establish best practices and ensure that tax policies are adhered to and applied consistently
Manage relationships with and oversee the work of external tax service providers
Provide tax support and consultation to various departments throughout the firm such as Corporate Facilities, IT and Payroll
Bachelors Degree in Accounting or related field required; Master’s Degree in Taxation and/ or CPA preferred
10+ years of tax experience, the majority of which should be in Tax Accounting
Previous experience should include Tax Accounting for a US-based multinational and publicly-traded corporation. Asset manager, financial services firm and Big 4 accounting firm experience preferred
Strong problem-solving and analytical abilities; strong leadership and communication skills (both oral and written)
Solid and supportive interpersonal skills which will motivate our staff and interact positively with peers and stakeholders
Vision and demonstrated ability to execute on a more effective integration and upgrade of our current processes, especially in tax accounting, globally, in order to strengthen our controls, provide greater transparency and consistency as well as becoming more efficient
Ability to work with teams, functions and vendors located in multiple locations

Tax Operations Resume Examples & Samples

Skilled Business Analyst with a strong track record developing functional knowledge
A strong proponent of project management discipline principle
Motivated and excited by a role with changing priorities and objectives
Financial management and Return on Investment (cost / benefit tracking)
Status Tracking and Reporting
Develop an understanding of current working practices in the line
Lead detailed analysis with line staff, wider Ops groups and Business units to formulate and consolidate business requirements
Document business processes
Become a key contact for IT colleagues to assist on query resolution during system design and build
Produce and distribute minutes of analysis meetings
Remain current with all other areas of analysis across the Change program
Prepare test strategy and approach
Oversee/carry out documentation of test scripts
Provide progress reporting through effective and meaningful metrics
Plan, test and control deployment and verification process
A good understanding of Operations, Tax and/or FATCA knowledge a plus
Program management
People and team management experience

Payroll Tax Operations Associate Resume Examples & Samples

Review and maintain all TACS Standard Operating Procedures on a regular basis
Align procedures to be in accordance with risk and control requirements
Vendor Management including escalation contact, validation of invoices, and overall performance reported to Third Party Management Office (TPMO)
Oversight of the quarterly process for end to end reconciliation of wage and tax data between PeopleSoft & third party vendor
Develop a master reconciliation of Federal, Local, State, & SUI wage & tax with analyzed data to identify potential trends
Strategically build partnerships where necessary
Agency notice database follow through and reporting
Initiate, track, and test all product enhancements and ensure key stakeholders are involved
Prepare Monthly Financial and Tax Presentations for Senior Management and Controllers Group
Flexible and adaptable to ongoing changes to ensure success for greater good of the entire HRSD global family
Special Projects such participation relative to payroll tax for merger, acquisition, and divestiture planning (or other duties as assigned)
Bachelor Degree in Tax/Accounting Required
2-3 years of Payroll Tax experience
Knowledge and understanding of payroll processing and related activities to ensure accurate and timely compliance
Ability to quickly absorb ADP and JPMC product knowledge, process information and apply appropriately to meet TACS requirements
Attention to details and the ability to follow through and resolve outstanding issues
Proven project management skills and systems experience to effectively bring about change by incorporating system enhancements and development of new processes
Must be able to create Pivot Tables, perform V_Lookups, and create Charts
Demonstrate leadership, initiative, and client management skills
Strong Verbal & Written Communications Skills (Effective Presentation Skills)
Demonstrate ability to create & administer Power Point Presentations to Senior Management
Ability to lead and deliver change
Candidate must be flexible with extended working hours that may be required during critical deadlines

Tax Operations Payments Resume Examples & Samples

Correct processing of Incoming Payments from 18 Tax Authorities
Reporting outstanding payables to Team Leader daily
Reporting key risks to Team Leader daily
Escalation to Team Leader
A Tax Operations related background is an advantage
Knowledge of WHT and Double Taxation Treaty regimes is an advantage
Advanced level on excel in relation to Macroand VLook-up
Relevant work experience in a Tax Operations Reclaim Dept is an advantage

Tax Operations, Executive Director Resume Examples & Samples

15+ years of experience in management within a financial services operations environment
Leadership skills: The candidate must have experience of managing large scale teams and the ability to influence senior leaders within the organization. Experience of managing and developing talent at different levels of experience is also essential
Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plans
Communications skills: The candidate must possess strong written and oral executive-level communications skills and have experience of engaging with executive level stakeholders
Must possess college degree
Ability to multi-task in a fast paced and complex Tax Operations environment

Tax Operations Business Analyst Resume Examples & Samples

Ensuring all ongoing tax legislative requirements are lodged in a timely and efficient manner & any subsequent changes are correctly reflected in the client and regulatory reports
Provide technical expertise and support to the broader Operations team, requiring a working knowledge of the systems and processes and the various products offered by all UBS entities within Australia
Working with external tax advisors and regional/global tax experts to ensure all tax legislative changes globally are complied with
Direct support to internal clients including Client Advisors, Assistants and all areas of Operations. This will require comprehensive understanding of the various UBS product offerings including Portfolio Reporting, Cash Management Trust, Margin Lending, Multi Currency Services, Prime Broking, Stock Borrow Lend activities and Syndicated Loans. There is also a high focus on relationship development and networking skills especially across Group Operations
Assist in query resolution and attend to escalated items in accordance with UBS policies and guidelines. UBS has a highly developed compliance focus in ensuring its pre-eminent local and global reputation remains at the forefront of the financial services industry
Assist the Manager of Tax Operations with the management of the team on a day to day basis. As a deputy to the Manager of Tax Operations the role will provide leadership support which may include attending leadership meetings and supervising the Tax Operations team in the absence of the Manager

Global Tax Operations Resume Examples & Samples

Processing function working in the Global Custody Tax Operations Team
Be the main contact between Tax Ops and the Tax Authority
Ensure that deadlines are met
Liaising with Income on client positions
Assist in maintaining departmental procedures
Ability to work under own supervision
Understand your prioritises and escalate the right issues at the right times
A Tax Operations related background

Tax Operations VP Resume Examples & Samples

Represent the Tax Reporting team in facing off to key business representatives and clients with regards to Tax Reporting queries
Remediate anomalies in tax processes and develop control improvements
Represent the Tax Reporting team in all key Change Initiatives including automation of tax withholding and reporting, new product proposals, and controls review/implementation
Build relationship with key stakeholders including: Corporate Tax, Prime Brokerage, and various middle and back office teams
Develop ongoing awareness of the tax regulatory landscape and the firm’s adherence to tax reporting obligations
7+ years experience of IRS Tax Reporting, Withholding, and Deposits including an understanding of tax technical requirements, industry practices, and industry initiatives
7+ years in the Financial Services Industry
7 + years experience reviewing/ improving processes
7+ years experience with Broadridge BPS, TMS, 1099 Pro, and CTI Suite Product
7+ years experience with Microsoft Excel, Powerpoint, Word, & Visio
Excellent interpersonal and rapport building skills; ability to influence and command respect through actions
Works well and is comfortable communicating directly with all levels of the organization
Dynamic and willing to challenge status quo, recommend improvements and pro-actively enhance current processes
Experience with/knowledge of operations functions within financial services
Basic Sharepoint administration and MS Access skills
Driven by results/success
Strategic thinker

Tax Operations Associate Resume Examples & Samples

1 to 7 years of experience in a Tax Dept of a U.S. multinational or Big 4 Accounting Firm
Familiarity with IRS Forms W-8 and W-9 requirements
Familiarity with FATCA regulations
Ability to communicate effectively with department personnel, including escalating concerns or issues in a timely and clear manner
Ability to communicate effectively with other business area contacts and clients
Desire to be challenged and to learn
Proficient in Microsoft PowerPoint, Word and Excel

Tax Operations Documentation Specialist Resume Examples & Samples

Ensure client FATCA/DTT documentation recorded and processed within Department targets
Review and approve client account opening requests for FATCA/DTT service purposes
Review and validate client DTT and FATCA docs
Administer client and document data within FATCA/DTT systems
Liaise with Citi and external local market custodians to ensure application of correct DTT service for clients
Implementation of weekly/monthly regulatory and procedural controls on FATCA/DTT processes
Act as SME and maintain procedures for assigned markets/functions within FATCA/DTT service
Review and resolve assigned internal/external client queries on FATCA/DTT service
Work with Client Executives and Implementations Managers to implement FATCA validation and DTT services for new clients
As SME, deliver regular training to junior team members
Participate in daily/weekly huddles to discuss assigned work, client or market issues and procedure changes
Proactively monitor and resolve breaches of workload targets and procedures
Ability to multi-task between job processes throughout the day
Strong investigation and reconciliations ability

Tax Operations Resume Examples & Samples

Manage end to end project lifecycle for major issues of tax operations such as requirement documentations, execution of testing, or project status reporting
Execution of impact estimations on tax processes for new markets, products, regulations, and system changes
Resolution/mitigation of processes and system gaps
Manage communication between several stakeholders such as Operations, Federation, Business Groups, and the Corporate Tax Department
Cooperate with global tax operations to streamline and standardise current core function procedures
Experience in operations as well as knowledge reaching of another core business such as equities, fixed income, asset management, alternative investments, or corporate actions/asset servicing
Experience in negotiating with external stakeholders such as financial industry bodies or regulators
Attitude that is focused on constant improvement of operational processes
Knowledge of handling with a corporate tax or legal department
Experience of Asset Servicing or Corporate Actions

Tax Operations Senior Manager Resume Examples & Samples

Coordinate and prepare the US tax return activities of Capital Real Estate foreign subsidiaries
Analyze transactions and calculate US tax impact for inclusion on US tax return
Identify and prepare US tax reporting disclosures and statements
Maintain tax attributes of legal entities
Drive standardization, automation, and process improvements
Liase with corporate tax to ensure consistency with respect to US tax positions and with tax controllership to support tax provisioning and account reconciliations
Minimum 8 years of corporate tax experience in major accounting firm, law firm, or multinational company, including US international outbound experience
Prior leadership experience
Juris Doctor, Masters of Taxation or Certified Public Accountant (CPA) or equivalent certification
Strong US international tax technical knowledge and accounting skills
Financial services industry experience a plus

Tax Operations Document Specialist Resume Examples & Samples

Experience in record management processes such as scanning, document indexing and document archival & document retrieval process
1 year experience in operations
Good english and basic german language skills would be an asset
Tech Savvy
Basic know-how of scanning applications
Basic knowledge of MsWord and Excel

Tax Operations Manager Resume Examples & Samples

Support Facebook’s quarterly and annual global income tax provision calculation and reporting processes
Manage Facebook’s US tax compliance process, including managing external service providers, as required
Work with external auditors in establishing tax provision timelines, workplans, defining deliverables, and assist in completion auditors’ year-end audit
Monitor SOX compliance for the tax team and respond to internal audit requests as necessary
Partner with foreign offices to ensure compliance with internal tax policy on local tax provision, reporting, and tax-account reconciliations
Identify process enhancement opportunities and help manage their implementation
Partner with rest of team, including Tax FP&A, to deliver analytical solutions and to determine impact of strategic business decisions and transactions

Finance / Tax Operations Executive Resume Examples & Samples

Analysis and reporting – merge data from multiple sources, extract and interpret relevant information and formulate key messages for communication to Executive Leadership in relation to business performance
Design and implementation – take ownership of the design and implementation of new, effective and succinct reports that will form part of regional visit datapacks, Executive Leadership presentations and/or monthly finance and operational distributions to region and sub service line leaders
Forecast and planning – assist in the facilitation of the revenue and financial planning process, providing key stakeholders with timely and detailed updates throughout
Executive layer budget – work closely with the various functional teams to prepare the annual executive layer budget, ensuring all resource and project needs are addressed. Work closely with the Global Tax budget owners throughout the year to ensure the correct treatment of costs across various engagements. Address billing queries/issues and action immediate solutions with relevant parties
Region datapacks – take ownership of the region visit datapack process. Prepare specific reports for inclusion, liaise with region representatives and agree set deadlines for draft, review, completion and distribution ahead of visit dates. Establish expectations and communicate/follow up with key stakeholders throughout the process
Recently qualified or part qualified studying towards an Accounting qualification
Strong proficiency in Excel essential (pivot tables, functions, lookups, graphs, basic macros)
Working knowledge and use of other Microsoft products (Word, Powerpoint, Outlook)

Payroll Tax Operations Specialist Senior Resume Examples & Samples

Prepare the reverse debit payment support and direct wire requests payments using ADP Invoices, ADP COS Statistical Summary Batch Reports, PeopleSoft HR control reports and wire template for daily, monthly, quarterly, and annual payments/deposits
Provide guidance to Payroll Tax Ops Specialist I on all levels of tax payments processing
Prepare Canadian wire/ check requests and returns on a weekly and monthly basis utilizing forms provided by the various taxing authorities and reports generated from ADP Canada Pay@Work and Field Peoplesoft (FieldHCM) databases
Review ADP iReports site daily to retrieve new payroll batch reports and save them to a corporate shared drive. Maintain a tracking log of all batches and wire payments and send a daily group e-mail to internal partners containing the batch information
Prepare miscellaneous State and Local tax returns not supported by ADP Payroll utilizing ADP's Tax Exception reports and PeopleSoft (Field HCM). Returns are prepared either through ADP Tax Services or manually by Robert Half using forms provided by the various taxing authorities for semi- monthly, monthly, quarterly, and annual filings
Partner with ADP for resolution of items that are ADP's responsibility
Cross train on Payroll Tax Operations team activities and perform in team member’s absence
2+ years’ payroll/payroll tax experience including the processing of state and local tax returns
Intermediate Excel, Word and Access. Windows/IE and Outlook
Knowledge of Peoplesoft and ADP (FACS-Employment Tax, EV5, iReports, ADP Canada-Pay@work) or other payroll/ tax software and its operational uses
Knowledge of multi-state payroll operating under multiple FEINs
A proven track record of maintaining high-volume production as well as upholding quality output
Ability to work in an environment with multiple integrated business systems

MB Service Operations Specialist Iv-tax Operations Resume Examples & Samples

College degree preferred or equivalent work experience
At least one year of mortgage servicing experience is preferred
Proficient knowledge of Core Servicing Systems (such as CCW and MSP) and Microsoft Office Products (Excel, Word, Access)
Experience with MSP (EAGLE1 knowledge a plus)
Experience with escrow accounts, and reporting of daily maintenance related to escrow accounts a plus
Leadership skills and experience are required
Must have proficient working knowledge of Excel
Excellent oral and written communications skills required
Exceptional organizational and analytical skills required
Ability to handle multiple tasks and thrive in high energy environment
Must be detail oriented and maintain professional behavior under stressful situations
Ability to utilize creativity in problem solving
Must exhibit a sense of urgency in meeting deadlines
Strong Overall Understanding of Mortgage Servicing, including Originations knowledge
General knowledge of property tax processes, servicing systems and procedures
On-going self-study of tax resources to remain up-to-date with changing laws

Director of Tax Operations Resume Examples & Samples

In-depth knowledge of US and foreign tax law, including experience with researching US international tax issues
Experience including but not limited to Subpart F, repatriation of earnings, foreign tax credit planning and utilization and transfer pricing
Ability to review international aspects of US tax return (Forms 5471, 1118, etc.), E&P schedules, Subpart F, and foreign tax credit calculations and the ability to model different aspects of planning opportunities
Participate in tax planning, tax process optimization, develop and implement procedural changes and/or processes to improve the tax function
Manage the day to day activities and development of a staff of two

Analyst Private Bank Tax Operations Resume Examples & Samples

FATCA-New Account Due Diligence. Solicitation, validation and exception monitoring of US tax documentation
UK CDOT- Self-certification solicitation, validation and exception monitoring
Swiss IWT – UK/Austrian resident tax marker coding
EUSD eligibility
Be a key member of the EMEA CPB Tax Operations team
Assist with client classification and documentation remediation efforts in order to comply with multiple tax regimes
Provide support to colleagues involved in project initiatives
Provide input on how to ‘do it better’, share ideas and help us move forward
Experience in an Onboarding and or Tax Operations team
Proven skills in the above area by being involved in successful projects and teams at other institutions
A wide variety of market knowledge
Knowledge of Swiss IWT and EUSD
Background understanding of UK CDOT and CRS
Proactive and questioning nature

Tax Operations Lead Analyst Resume Examples & Samples

TaxMinder (TXM) – storage of clients’ tax documents and data
International Tax Profile System (ITPS)– storage of generic tax profiles; and
Account Opening Packages (AOP) – documents to be completed by clients when entering new markets including tax and non-tax documents
Work with the senior management team to develop a global vision for CTS
Communicate and agree strategy with stakeholders
Work with key stakeholders to manage budgets and commercial contracts
Own project documentation and reports and ensure it meets Citi’s project standards
Liaise with Citi IT and external developers
Co-ordinate project meetings and planning
Co-ordinate with the translation of technical understanding and implications of system builds into operational implementation
Co-ordinating testing with the business users
Co-ordinate the training business users
Review production issues with Citi IT, support teams and business users
Manage day-to-day operational aspects of the project
Ability to work as part of a team, and also under own supervision
Possess the ability to develop good working relationships with various levels of management and external departments
Any back office / custody experience is advantageous
Experience in managing systems implementations
Knowledge of full software development lifecycle
Knowledge of custody tax processes
Experience of project methodology and documentation
UAT testing and training experience
No specific qualifications required although a Project Management qualification would be looked upon favourably (e.g. Prince2 or PMP)

Tax Operations VP-wealth Management Operations Resume Examples & Samples

Ability to work in a time sensitive environment
Management of a small team of tax professionals
Overseeing daily withholding and tax compliance
Year-end forms production and quality assurance for Retirement and Scholar’s Choice Accounts
Overseeing the creation of business requirement documents for systematic enhancements
Management and leadership experience

Tax Operations Associate Resume Examples & Samples

Identifies change requirements to existing reporting system based on tax regulation changes or user functionality
Develops and executes functional test plans, scripts, and cases based on new software requirements/designs or existing application
Performs end-user functionality testing on system updates
Works closely with team and internal customers to research and resolve any issues with supported applications
Writes business requirement documents to create, change or enhance automated tax reporting systems
Review exception reports (Monthly, throughout the year leading up to year end)
Oversees domestic and foreign securities set up in the internal database
Supports Wall Street Concepts Income Reallocation process
Bachelors degree in Accounting and/or Finance
3-5 years of Tax experience
Proficiency with Microsoft Office applications is required
Strong verbal and writing skills
Strong research / analytical skills

Tax Operations Associate Resume Examples & Samples

Conducting daily withholding and tax compliance
General tax withholding and reporting queries
FATCA knowledge preferable but not required
Advanced MS Office skills, including MS Project/ MS PowerPoint

Wealth Management Tax Operations Associate Resume Examples & Samples

Management of staff
Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative change
Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc.)
Three to five years of financial/operational experience; tax experience required

Tax Operations Lead Analyst Resume Examples & Samples

Serve as a tax operations specialist within GECAS
Responsible for preparation and filing of annual Irish tax filings
Play integral role in close processes including preparation of tax provisions and preparation of related account reconciliations
Work with tax, finance, and business teams to drive tax compliance and processes
Support tax fixed asset reconciliation process
Qualified Accountant, with experience in tax accounting/tax compliance
Demonstrated oral and written communication skills and ability to work cross functionally & manage multiple priorities
Knowledge of Oracle and Alphatax an advantage
Must submit application for employment through COS (internal candidates) or www.gecareers.com (external candidates) to be considered for this position. Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check. Must have unrestricted authorization to work in Ireland
Financial services industry experience
Financial Management Program (FMP) grad or Corporate Audit Staff (CAS) grad

Tax Operations Associate Resume Examples & Samples

Execute business and regulatory compliance responsibilities relating to Tax Operations, which includes the following
Assist in remediation efforts to procure tax documentation for accounts that have invalid/missing information
Assist in ensuring compliance with current and future tax year requirements

CIB Ops-tax Operations Specialist Resume Examples & Samples

Working with team to deliver accurate and timely 1099, 1042s and any other related tax data for annual tax reporting
Takes initiative and can work with minimal guidance within timelines driven by regulatory requirements
Strong written, verbal and presentation communication skills
Knowledge of US and non-US Regulations (including Tax) a plus including familiarity with 1099 & 1042s forms
Knowledge of Investment Bank businesses and high-level transaction flow a plus

Group Tax Operations Manager Resume Examples & Samples

Qualified accountant or tax advisor
Ideally five years' post-qualification experience in industry
Good working knowledge of the corporate tax regimes in the UK (with emphasis on UK Patent Box and R&D tax credits) and ideally the US and either Malaysia or Singapore
Appreciation of VAT and employment taxes and how these interact with corporate tax
Strong appreciation of how tax fits into the wider business context
Proven ability to manage cross functional tax teams, ensuring statutory deadlines are met and projects are delivered in a timely fashion

Tax Operations Dublin Resume Examples & Samples

Assist with all aspects of enquires for all Tax service clients
Respond to enquiries for allocated clients
When requested attend client calls and /or client meetings with supervisor/team leader
Liaising directly with Clients to assist and resolve issues
Provide dedicated support to client’s specific tax enquiries
Liaising with local Tax Authorities and Agents globally
Processing all incoming tax enquiries
Candidates should ensure that they operate “best practices”
Assist in client tax account set up reviews and ad-hoc projects
Keep management aware of all risks and critical issues
Participate in meetings when called upon by departmental or section managers
Provide assistance and technical support to Kuala Lumpur tax team
Tax Documentation Reviews and application
Excellent interpersonal, written and verbal communication skills and the ability to communicate and influence at an appropriate level
Candidates should be at an Intermediate level in the use Microsoft office and in house Citi applications
A detailed and independent thinking style
Strong interpersonal and verbal/written communication skills
Extensive experience in an Income and/or Settlements environment required
Knowledge of withholding tax regime
Basic understanding of new account opening / implementations an advantage
Basic level of understanding of complex client structures, such as FGRs, Insurance Companies with Pension Assets

Tax Operations Process Lead Resume Examples & Samples

Lead the tax operations team’s efforts on larger-scale automation and digitization efforts, and developing or adopting tools that are scalable, efficient, and facilitate collection of high-quality data
Work with the tax team based in Menlo Park, foreign offices, and the international finance team in preparing the global income tax provision under US GAAP
Assist in computing and reviewing tax computations under IFRS and help manage the foreign tax account reconciliations
Support the global income tax compliance efforts outside of the U.S. by partnering with the local tax and finance teams and external advisors to accurately and timely file local country tax returns and prepare timely return-to-provision reconciliations, coordinate push-down accounting on M&A transactions, etc
Assist in setting, evolving, and documenting global tax controllership controls and policies, as well as monitoring and reporting
Serve as point of contact for foreign tax-accounting matters
Work on quantitative modeling and other ad-hoc tax controllership projects from time to time

Tax Operations Resume Examples & Samples

Managing a team of people for day-to-day operations together with end to end performance planning, including objective setting, coaching and appraisals
Management of the implementation of tax changes and Product enhancements working with both Corporate Tax and Tax Product
Working with the Product Groups on changes and additions to the Global Window and Direct Custody Product Offering
Controls to ensure successful implementation of changes with the Tax Operations Unit and provision of regular updates
Management of the requests for ‘Bespoke Tax Services&#8217
Development of best practice internal controls - working with Operations and other Citi Tax departments
Support for all tax related system enhancements and new implementations
Previous Management experience is a prerequisite
Relevant 3rd level qualification
Ability to learn quickly

Tax Operations Manager Resume Examples & Samples

Responsible for the management of the implementation of change processes relating to tax
Represent the business in any change initiative that may impact tax
Work with the Client Reporting team on tax-specific elements of client reports
Member of Corporate Actions Working Group (with Tax Advisory Manager, Trading Team Manager, and Client Reporting Manager)
Active management of items appearing as tax reconciliation items
Management of team members
Management and resolution of Reportable Events
Co-ordination of initial end-to-end review of tax processes
Ongoing review / attestation of key tax processes
Documentation of all tax-related processes
Develop and deliver training in conjunction with the Tax Advisory team
Role holder is likely to be an experienced manager, typically with a degree with accounting/tax specialisation
Will have Tax knowledge and experience
Ability to interpret tax technical advice and legislation and translate into understanding for non tax savvy users
Ability to apply practical tax knowledge and interpret against system and data output
Experience with business analysis, process design, system implementation management and testing
Strong relationship and influencing skills advantageous
Strong understanding / knowledge of the Retail Fund Services landscape
High level knowledge of platforms
Comprehensive understanding of Financial Advisers and their issues
Capable presenter

Tax Operations Manager Resume Examples & Samples

5-7 years' experience managing a tax operations team in an institutional brokerage firm
Knowledge of all aspects of 1099 and 1042 reporting in regards to trades and corporate action processing in customer accounts
Experience in oversight of all year-end customer tax reports
Strong knowledge of reconciling and reporting yearend tax information with customers and IRS
Strong knowledge of cost basis and cost basis reporting systems, yearend tax reporting for 1099B
Knowledge of all aspects of municipal bond reporting
Strong Microsoft Excel competency
Ability to document procedure manuals, training guides for every function of the tax operations team
Ability to partner with other departments and teams to improve process and functions and ensure regulatory requirements are properly met
Ability to interpret the impact federal and state regulatory changes on existing processes and systems
Experience interacting with senior management in a high visibility and high pressure environment
3-5 year's experience as a functional business analyst or project manager on a large scale tax implementation project

Tax Operations Resume Examples & Samples

Prepare to develop an expert knowledge in taxation requirements processes and systems for a broad range of transactional and positional tax obligations
Partner with a wide range of businesses across the firm to perform impact assessments for new markets, products, reorganisations and systems changes while gaining strong understanding of the firms product and client mix
Use your inquisitive mind set to identify and remediate control or process improvements surrounding tax processing
Leverage your quantitative skills, partnering with the global team to decompose tax reform programs (such as FATCA and CRS), assess impact and execute seamless implementation
Act as a risk manager for the firm through ongoing assessment and awareness of the tax regulatory environment and the firms adherence to its tax reporting obligations, establishing yourself as a regional point of contact for the business and global team
Bachelor’s degree with a minimum of five years of experience with exposure to tax regulation or operational implementation
Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product and technical experience
Self-motivated and proactive team player who takes ownership and accountability of initiatives, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment
Quantitative educational background

Tax Operations Associate Resume Examples & Samples

Proprietary trading � Equites and Fixed Income
Financing � Securities lending, repos, collateral management
Cash Prime Broker
Synthetic Prime Broker
Clearance
Derivatives
Loans
Knowledge of one or more of the following; withholding taxes, settlements, FTT, stamp duty, derivatives
Candidate should be able to recognise risk and escalate where necessary to senior management
Demonstrate good time management, ability to prioritise tasks and to meet deadlines
Have strong interpersonal skills, ability to communicate at all levels
Are comfortable with the demands of working in a pressurised environment
Control - exhibits an appreciation of the risk impact of actions undertaken. Strong risk management focus
Displays a high attention to detail
System Knowledge - ability to quickly learn new processing systems
Prioritisation - ability to prioritise heavy workloads and work efficiently under pressure and stressful situations
Analytical - Excellent reconciliation skills
Ability to anticipate problems and potential risk
Identifies weaknesses in processes and takes ownership for change
Background in a financial institution
Efficient time and risk management skills
A strong understanding of the control environment and the associated
Good analytical skills and the ability to develop effective solutions to support new business initiatives, market and regulatory changes

Tax Operations Resume Examples & Samples

Tracking and understanding the new tax changes as required by Common Reporting Standards (CRS)
Ensuring that all tax risks are identified with respect to CRS
Preparing and maintaining relevant documentation, in order to perform the reporting for the other tax authorities in the relevant time frame and in compliance with the legislation
Controlling / reviewing tax documentation, to ensure that the correct identification for reporting to other countries is accurate
Analysing and resolving queries from Group Tax and Controllers with respect to CRS
Managing the process from a global perspective, in order to ensure that the reporting is properly performed within the relevant local tax authorities
Participating in the relevant tax committees
Ensuring the collection of relevant self-certifications
Conducting regular reviews of procedures for collecting the relevant self-certifications
Updating document tracking tools to identify the forms received / expired
Maintaining tax data on back office systems
Escalating counterparts refusing to provide forms
Operational knowledge of Foreign Account Tax Compliant Act (FATCA) and Inter Governmental Agreements (IGAs)
Strong Operations tax knowledge gained in an Investment Banking or Broker / Dealer environment
Experienced in identification, collection and control of the relevant tax documentation
The ability to adhere to tight deadlines and control

Tax Operations Associate Resume Examples & Samples

Knowledge of Trust & Agency Services (trustee/paying agent for bonds and other debt financings)
Understanding of Cost Basis Reporting Regulations with regards to accounting methods (i.e. FIFO, LIFO, Min. Tax), transfer of assets, corporate actions and tax reporting
Ability to work independently with internal/external business partners to identify and document requirements and enhancements
Self motivated, and have the ability to articulate ideas, updates and options to various audiences

Tax Operations Resume Examples & Samples

Tracking and understanding the new tax changes, required by Common Reporting Standards (CRS)
Controlling/reviewing tax documentation, to ensure that the correct identification for reporting to other countries is accurate
Analysing and resolving queries from Group Tax and controllers with respect to CRS
Updating document tracking tools to identify the forms received/ expired

Tax Operations Lead Analyst Resume Examples & Samples

ACA/ACCA and AITI/CTA qualified with experience gained in Big 4/Top 20 practice environment (or relevant industry experience)
Proficient use of Microsoft Office (e.g.. Excel, Word, PowerPoint). Knowledge of Oracle and Alphatax an advantage
Must be willing to comply with pre-employment screening, including but not limited to reference verification and background check
Must be willing to travel up to 10% of the time
Must have unrestricted authorization to work in Ireland

Tax Operations Resume Examples & Samples

Relevant Industry experience in Tax or trade processing / custody operations
Strong analytical, problem solving and documentation skills with an ability to understand complex workflows
Results orientated - ability to balance multiple, time-sensitive projects while maintaining a longer term, strategic focus
Proactive and self starting individual with high level of ownership
Exposure to tax regulations change management initiatives

Tax Operations Associate Resume Examples & Samples

1+ year of experience in a Tax Department of a U.S. multinational or Big 4 Accounting firm
Undergraduate Degree
Microsoft Office/Suite proficient (Excel, PowerPoint, and Word)

Tax Operations Manager Resume Examples & Samples

Minimum of 4-6 years of progressive operation tax experience responsibility in a corporate environment
Highly organized, self-motivated, detail-oriented with the ability to work and thrive in a fast-paced team environment
Excellent technical, analytical and written/verbal communication skills
Understanding of end-to-end financial transaction processing relating to operating tax
Experience with indirect tax software required; experience with Vertex Indirect Returns and Vertex Series O software preferred
Strong computer skills: general ledger/systems, word processing and advanced spreadsheet capabilities
Experience with PeopleSoft Financial Systems, Fusion preferred

Tax Operations & Demand Director Resume Examples & Samples

Building relationships with professionals from around the globe with diverse experiences and subject matter knowledge
Developing and managing the forecast and delivery of client service hours in a service delivery environment
Understanding of Tax compliance processes and current regulatory developments that affect the public accounting industry
Understanding of service delivery location selection methodologies for delivery of services based upon capacity, qualifications and understanding of engagement team needs; and,
Managing for continuous improvement of processes and developing communications that support transfer of client service hours from the practice offices to the delivery centers
Performing risk assessments, developing work plans and project approaches and budgets, overseeing quality of deliverables and building teams to support the day-to-day execution of developed work plans
Building strong relationships and leading others to deliver quality results
Leading strategic planning process for their function and translating plans into tactical actions and implementation
Developing standard processes and communications to facilitate the efficient and timely transfer of client service hours from the practice offices to the delivery centers
Resolving escalated matters involving individual engagement teams, the delivery centers and other stakeholders
Acting as liaison with the Learning and Development and IT functions on process, technology and tools, especially as it relates to the development and management of delivery centers; and,
Identifying and addressing client needs, especially within a global services delivery model and/or function

Tax Operations Specialist Resume Examples & Samples

Coordinates and maintains reporting and tracking requirements for the Tax Operations process. This includes
BA/BS in finance or operations related field preferred
1 – 2 years industry experience preferred
Strong proficiency with Microsoft Office (Excel, PowerPoint, Outlook)
Strong organizational skills with the ability to work under pressure on concurrent projects
High degree of professionalism. Shows a passion for excellence and is committed to quality results
Maintains calm demeanor and ability to address project issues in stressful situations
Ability to professionally communicate and interact with company employees and external parties at any level
Leads by example and holds self-accountable for assigned deliverables
Ability to be discreet and handle highly sensitive and confidential information
Ability to solve routine problems with limited to no direction

Tax Operations Senior Tax Analyst, AVP Resume Examples & Samples

5+ yrs tax and account opening experience required
Good Knowledge of FATCA & CRS regulations
Previous experience with tax documentation of corporate documents preferred
Strong organizational and time management skills to meet business needs

Tax Operations Gain / Loss-analyst Resume Examples & Samples

Bachelor’s Degree in a Business field and experience in the Financial Industry
Superior Communication Skills, both oral and written
Ability to work independently well within a team environment

Tax Operations Gain / Loss Analyst Resume Examples & Samples

Demonstrates a clear understanding of the business they support
Understands how the data entered in the system is reported, and what affect that has on the client
Understands what is important and prioritizes accordingly
Follows daily queue review process (Fast and Furious)
Ability to explain their role in identifying, escalating and preventing risk issues
Understands the importance of following defined procedures and completing the appropriate checklists (when applicable)
Reviews their entire queue daily. When service portals are processed, he/she correctly logs the item and moves it to the Completed folder for accurate stats reporting
Does not compromise control to comply with clients requests
Ensures all compliance, policy and regulatory guidelines are followed
Ensures all Compliance Courses and Policies are completed on a timely basis

Withholding Tax Operations Accountant Resume Examples & Samples

College degree on finance or accounting (or a tax concentration within an accounting program)
Fluent Arabic & English, oral and written
Comprehensive understanding on the local requirements about tax / WHT filing and audit documentation
Strong interpersonal and communication skills - report out the key achievements, challenges and next steps on a weekly basis to manager and regional leadership teams
Self-starter with a commitment to meet deadlines
Learn quickly the internal business processes
Identify risk areas which can impact the timely and accurate completion of the key milestones and use the appropriate communication channels provided by the project framework to escalate issues
Strong PC skills, experience with ERP and reporting systems

Tax Operations Team Leader Resume Examples & Samples

Management of processing and support staff initially for all assigned markets
Manage, control and delegate the workflow of high volume, high risk exposure reclaims
Management and timely resolution of incoming queries from various Tax Authorities and Clients via various channels
Establish and maintain strong communication channels with the Tax Authorities
Build and maintain relationships with internal / external contacts to include corporate tax, local and foreign tax authorities, clients and agents
Ensure that the markets are processed in accordance with relevant procedure
Training of processing and support staff of all processes/requirements for all assigned markets
Report and escalate any risk areas to Management
Manage and ensure timely communication regarding all documentation requests to Clients
Proven supervisory background
It is essential that the candidate has a proven ability to meet new challenges and assimilate information
Advanced level on excel in relation to Macro and VLook-up
Ability to understand the process along with the risks associated
Strong People and process Management skills
Relevant work experience in a Tax Operations Reclaim Dept - Exceptional candidates who do not meet this criteria may be considered for the role provided they have the necessary skills and experience

Tax Operations Leader Saudi Resume Examples & Samples

Minimum 5 years of stat and tax experience with key focus on Saudi tax compliance and associated certificates/declarations
Good understanding of local accounting standards and tax regulations (CIT/WHT/VAT) in Saudi Arabia
Demonstrated strong oral and written communication skills in both Arabic and English
Proven ability to work cross-functionally
Local tax or professional accounting qualification
Highly developed sense of customer services and ability to communicate in a multi-country, multi-cultural environment
Ability to anticipate, identify and resolve complex issues
Experience in CIT and tax regulations across other GCC countries an advantage
Experience in IFRS an advantage
Arabic language an advantage
Accounting or finance experience an advantage

Mobility & Tax Operations Resume Examples & Samples

Preparation of employee assignment / tax cost estimates
Maintaining and updating mobility databases and vendor systems
Maintaining global tax payment databases and execution of tax payments
Support global compensation collection process including source data collection and analysis, reconciliation of data in vendor databases and review output for purposes of compensation reporting, payroll imputes and income tax preparation
Support global equity sourcing platform, regular reconciliation of employee mobility data against internal equity award data for purposes of monthly and annual allocation exercises
Preparation of monthly and semi-weekly global payroll instructions
Reviewing invoices from tax vendors to check for accuracy; process for payment
Supporting business travel compliance activities (regular monitoring of employee business travel data and flagging for tax and immigration compliance)
Responding to general mobility queries (including reporting requests, ad hoc finance requests, basic immigration/tax queries etc.)
Coordination of updates to mobility program tax accruals, coordination with tax vendor and internal finance partners
Contributing to policy and process design changes through research and benchmarking
Ad hoc queries from tax vendors regarding employee tax reporting and administration
2-3 years of experience in a corporate global mobility tax/finance role, Big 4 accounting firm or consulting firm
Advanced working knowledge of Microsoft Excel and strong knowledge of Word and PowerPoint (essential) and HCM (preferred)
Strong analytical skills, quick-learner, organized and solution-oriented
Ability to multi-task and prioritize in order to meet required deadlines
Ability to work both independently and cooperatively across functions/locations and with a diverse group of people
Experience working with teams situated outside of the local market
Ability to handle sensitive/confidential information appropriately
Must be open to work in shifts (e.g., 6:30am – 3:30pm, 9am – 6pm, and 11am – 8pm)

Tax Operations Resume Examples & Samples

Regulatory compliance risk mitigation
Manage the FATCA and QI compliance program team which runs the compliance program for Morgan Stanley owned entities
The FATCA and Compliance program team performs the following tasks (among others)
Facilitates Responsible Officer Certifications and other sub certifications
Communicates program status and regulatory changes to senior staff across the firm
Identifies gaps and risks with current operating procedures, processes, and controls
Provides training materials to employees and organize training distribution
Develops and gathers metrics for managers within Tax Operations
Organizes periodic internal reviews of compliance with regulatory requirements
Registers, monitors and maintains Morgan Stanley’s IRS FFI and QI list
Management of a small team of tax operations and advisory professionals
Monitor, update, and enhance the existing FATCA and QI Compliance programs to ensure it runs efficiently and in compliance with relevant regulations (existing and new)
Develop, manage, and execute periodic compliance health checks
Strong tax technical background (chapter 3, 4, 61, 871(m) etc)
Advanced MS Office skills, including MS Project/ MS Powerpoint

Tax Operations Specialist Resume Examples & Samples

Risk focused with an understanding of various types of risk across the organization and client segment, with a strong focus on regulatory & franchise risk
Process re-engineering
Execution of action plans resulting from any audit findings or operational incidents
Remediate historical issues where applicable
Write business requirements for technology gaps
Track progress against milestones and update stakeholders when necessary
Tax Operations and/or technology experience

Tax Operations / Global On-boarding Associate Resume Examples & Samples

Act as a single point of contact to answer regulatory questions and to provide governance around client communications surrounding regulatory communications US FATCA, UK CDOT and CRS
Ensure highest quality of regulatory submission and responses from clients are reviewed and recorded appropriately. This includes collecting information directly from the client or various external vendors and updating the information in the Firm’s referential systems
Collaborate with Accounting, Onboarding, Corporate Tax, Client Service and other functional groups to obtain account holder tax related documents
Act as a liaison between Corporate Tax and internal and external parties with regard to tax related escalations and questions
Monitor and oversee the appropriate service providers to support US FATCA, UK CDOT and CRS
Monitor and report key progress metrics to assist the business with meeting annual Tax Compliance reporting milestones
Maintain account holder records to support internal and external audit requirements
Maintain GPIM’s procedures and Tax Compliance job aids. Work with Corporate Tax to identify changes in regulations and implement improvements
Ensure third-party tax related requests are handled by the appropriate team
Liaise with various departments to understand proposed relationship/ product structure and work collaboratively to execute a proposed plan
Ensure timely communication of all required information for all new accounts
Must recognize / escalate operational gaps before an issue arises
Provide expertise as a subject matter expert with regards to on-boarding of funds and SMAs to help ensure all details are fully researched and addressed by all affected groups in the firm
Work with Operations, Legal, Distribution and members within the Investment Management Group among others to review and ensure scalability in existing and new processes
Ideal candidate will have at least 3-5 years of proven experience in investment management firms
US FATCA, UK CDOT and CRS tax reporting and tax compliance experience required
Knowledge of legal documents used to onboard and validate accounts
Relevant work experience with knowledge of investment operations
Must be able to operate in a stressful, deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
Must be team-oriented while being proactive and self-motivated to ensure deadlines are met
Experience working with client on-boarding with a focus on legal, client service, and operational aspects a plus
Experience working within an organization distributed across geographic locations
Strong problem-solving skills and excellent written and verbal communication skills

Tax Operations Product Manager Resume Examples & Samples

Bachelor’s degree in Engineering, Computer Science or related discipline
Minimum 8-10+ years of relevant business experience
Strong analytical skills with the ability to relate processes and associated technical aspects to business partners in straightforward fashion
Strong verbal and written communication skills with a demonstrated experience engaging and influencing cross functional teams
6+ years product or program management experience
Ability to manage multiple competing priorities

Tax Operations Manager Resume Examples & Samples

Communication with internal and external customers about Amazon policies related to the collection of tax information
Peak season tax information filing, including reconciliation, research and analysis of exceptions related to payee tax information
Form 1099 and Form 1042 compliance and reporting experience, preferably in the multinational organization environment
Work experience in supporting audit defense
Strong computer skills utilization MS Office; Onesource; knowledge of Oracle r12

Tax Operations Manager Resume Examples & Samples

Translate, global and local tax identity collection, withholding and reporting requirements into functional requirements that are implemented in platforms with Amazon security and government standards
Manage implementation of and ensure the roll out of supporting financial and reporting systems/ platforms are compliant and efficient from a withholding and information reporting perspective, including training employees as required
Prepare and review tax payments slips for all taxes due by Amazon entities
Execute tax payments timely
Calculate and pay withholding and transactional taxes levied on any procurement (including, but not limited to vendors, intercompany agreements and any other local or cross-border charges)
Prepare and submit on time the “Informe de Rendimentos” form to Amazon´s vendors
Generate, when required, self-invoicing (such as NFTS) for all existent establishments that procure services
Validate and check tax information related to vendors, such as Tax IDs (inscriptions numbers and status), as well as good standing certificates (CNDs)
Maintain 'Bill To' address information
Validate and check vendors invoices (inventory, services, assets and internal consumption)
Develop, document and educate internal and external (including vendors) stakeholders on tax-operational requirements, policies and procedures
Minimum 5 years of relevant accounting/finance/tax experience
Strong background in Brazilian indirect taxes (ICMS, PIS/COFINS, ISS, IRRF, Import Taxes, IPI, etc.) and withholding and information reporting compliance, preferably for a multinational organization
Experience in Accounts Payable
Proficiency with Excel/Oracle/Hyperion Essbase/Cognos
Experience in public accounting and international indirect tax experience preferred
Chartered Accountant Certification a plus
Experience working with tax compliance software such as GTCE, Vertex, ONESOURCE, etc
Fluency in Portuguese, English or Spanish

Indirect Tax Operations Manager Resume Examples & Samples

Organise, manage and motivate a highly effective team
Empower and develop a team to deliver an outstanding Indirect Tax operations service by developing skills which will help in unleashing potential of the individuals within the team
Monthly Generals, Interim and yearly performance reviews with employees
Education, training and career development planning with employees, including quarterly education sessions
Salary and Bonus planning exercises
Overall People Management responsibilities
Drive efficient and effective Indirect Tax processes through standardisation and teaming between the CoE and Country Tax teams
Manage the Indirect Tax transition activities
Ensuring that all Indirect Tax returns & associated processes (submission and payment) are completed accurately and on time
Be the Focal Point for a country or IMT and liaise with their relevant Accounting or Tax contacts on any items which may require attention
Support any announced customs or internal audits
Supervision of balance sheet reconciliations as well as to control the additional IDT reconciliations according to Indirect Tax SOX requirements. This will be the completion of the VAT return reconciliation and the Base Revenue & Statutory reconciliation
Regular operational status report towards the stakeholders / management
English:Fluent
At least 4 years experience in Finance
At least 4 years experience in Accounting
At least 4 years experience in People Management/Leadership

Assistant Tax Operations Manager Resume Examples & Samples

Preparation and booking of tax balance sheets for local tax purposes and deferred tax purposes under guidance of local corporate tax team
Liaise with the Corporate CIT teams to ensure compliance with local regulations
Ensure completion and review of tax accounting and reconciliations
Good working knowledge in a multinational environment
Experience in a CIT organization serving different countries
Good communication – proven ability to develop strong professional relationship with auditors, corporate tax
Strong analytical skills & ability to technically discuss with local/regional business controllers, country Stat & Tax leader, local Corporate CIT Leaders and KPMG/auditors where necessary,
Knowledgeable of accounting systems; Oracle is an advantage

Director of Tax Operations Resume Examples & Samples

5+ years of related Tax experience (Compliance, Corporate, International, Research & Planning)
Bachelor's Degree in Accounting, Finance, or a related field
In-depth knowledge of US and Foreign Tax Law, including experience with researching US international tax issues
Experience with: Subpart F; repatriation of earnings; foreign tax credit planning & utilization; and transfer pricing
Ability to review international aspects of US tax return (Forms 5471, 1118, etc.)
Working knowledge of Hyperion
Previous experience in the Insurance industry

Mena Tax Operations Coordinator Resume Examples & Samples

MBA or Master’s Degree (Finance background an advantage but not necessary)
The role requires someone who can manage a number of concurrent activities, with strong multi-tasking, prioritization, organizational and time management skills
Knowledge of sales methodologies
Able to work within and adapt to a fast paced, constantly changing environment
Strong organizational skills, with an ability to juggle multiple tasks at any one time
An eye for detail and accurate reporting
Strong communication skills, in both verbal and writing
Advanced skills in Microsoft Office applications, specifically Word, Excel and PowerPoint; Knowledge of MS Project/Visio

Tax Operations Specialist Resume Examples & Samples

Maintain accurate Stafftrak reports at all times to reduce risk to firm
Communicate due date reports with professional staff
Make sure Stafftrak report is cleared on due dates as timely as possible
Process returns with quality and accuracy
Have all documentation for e-file returns properly filed by January 31st
Assist tax professionals wherever needed
Collaborate with EA’s and other operational staff to provide quality assistance to Tax professionals
3+ years of word processing experience with advanced knowledge of MS Word 2007, Excel, and PowerPoint
Ability to prioritize multiple assignments and meet deadlines
Ability to maintain professional demeanor in a fast-paced, deadline oriented environment
Ability to collaborate and build effective partnerships with EAs and Operations and tax professionals
Ability to communicate effectively with peer group and support team
Demonstrates positive, supportive and professional attitude at all times

Tax Operations Specialist Resume Examples & Samples

Ideal candidate will be responsible for accurately processing multiple transaction types in a fast paced, deadline oriented operations unit
Duties include managing multiple sources of incoming electronic data via email and workflow
Perform required audit of client set up information for multiple products; this position is responsible for any and all follow up required for missing documentation from both internal business units and external Payroll Partners in accordance with departmental procedures and timelines
This position requires strong written and oral communication skills. Additionally each team member is required to ensure that all follow up is clearly documented and can be retrieved as needed
They will be required to make decisions regarding set up packages and escalate to management accordingly
The position works cross functionally with other operational units to ensure new business is set up timely and accurately
Candidate may be required to prepare weekly and or monthly departmental charts or reports, attend company and departmental meetings and training as required
Perform other duties or special projects as assigned that are specific to the essential operations of the department
Candidate will operate independently, as well as part of the team, and will be expected to work overtime when required to meet business needs
This position requires a Bachelor’s degree or equivalent; or a minimum of 3-5 years related experience and skill set
Must possess strong customer service skills including the ability to communicate across functional areas and negotiate through difficult situations
Demonstrated strong oral and written communication skills and the ability to interact with all levels of the organization are also essential
Ideal candidate must have strong organizational skills, with an ability to make decisions quickly in a fast paced, deadline driven environment
Must possess a high level of initiative and be able to work independently with minimum supervision
Must enjoy working in an environment that has constant growth, enhancements and change
This candidate must demonstrate a high level of proficiency with all desktop applications (MSOffice - Word, Excel and Outlook). Must be able to manage multiple mailboxes within Outlook
Prior payroll and tax experience is a plus
Additional consideration for CPP or related credential is a plus

Manager, RE Tax & Operations Resume Examples & Samples

Assist in evaluating whether annual and supplemental property assessed values prepared by various taxing authorities are fair and reasonable
Assist with the valuation for assessment appeal purposes and communicate support for opinion of value to the taxing jurisdiction
Work closely with consultants and attorneys hired to handle appeals
Provide tax projections for development scenarios under consideration and for operation properties
Notify appropriate groups of tax savings or other changes that influence tax projections
Review personal property returns completed by third party consultants for accuracy
Complete tax bill approvals, considering automated reports that determine the variance of actual taxes paid compared to tax projections

Tax Operations Resume Examples & Samples

Perform impact assessments on processes for new markets, new products, business reorganizations, system changes and regulations
Review and interpret market updates to evaluate impact and outline operational proposals as to how we should adapt to that change
Strong analytical, problem solving skills with an ability to understand complex workflows
Proven track record of improving processes and demonstrating successful teamwork
Strategy – Contribute in the definition, execution and review to increase scalability, stay ahead of regulatory change and deliver on client demands
Functional Expertise - Keeps current with emerging business, economic and market trends
Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are realistic and have practical value

Accountant Indirect Tax Operations Resume Examples & Samples

5 to 6 years of relevant experience in a manager role, 10-15 years working experience in industry
Experience with multinational companies in Indirect Taxation function in the areas of Excise, Customs, EXIM, Service Tax, VAT and FTP regulations and compliance. Experience of Indirect Tax of the APAC countries is desirable
Good working knowledge of tax guidelines
Ability to effectively function in a complex multi-dimensional matrix organization
Strong and effective communication in relation to key stakeholders, including senior managers at the country, territory, region and global levels
Qualification i.e. CA/ Graduate in Commerce / with Diploma in Indirect Taxation or EXIM preferred

Senior Manager, Income Tax Operations Resume Examples & Samples

Manage the day-to-day functions of the IRS income tax audits
Manage state and local income tax audits
Work closely with internal resources in performance of audit duties
Work closely with external advisors and consultants on income tax controversy matters
Monitor and analyze state and federal income tax legislation, rulings and case law and determine impact on company’s tax filing positions, as well as potential tax planning opportunities
Determine impact of domestic corporate acquisitions, divestitures and reorganizations on state and federal filing positions
Assist with the review of the U.S. consolidated income tax returns and the state income tax returns
Assist with the monthly/quarterly/annual income tax provisions
Assist with monthly cash tax analysis
Bachelor’s Degree in Accounting or related field. CPA or advanced degree preferred
Minimum 8-10 years of U.S. domestic (federal, state and local) tax return, tax provision and income tax audit experience with a CPA firm, law firm, or large corporation
Requires excellent managerial, communication and negotiation skills
Ability to coordinate multiple projects and complete on a timely basis
Computer skills with working knowledge of Microsoft Office and tax research tools; experience with tax return preparation software is preferred
Ability to identify tax risks and savings opportunities

Tax Operations Leader Resume Examples & Samples

Ensure operational aspects of all statutory and tax filings are executed flawlessly i.e. timely, high quality stats filings which support a robust tax return
Understand the operations of the business, policies and procedures, and accounting records to ensure correct and timely compliance with tax legislation
Work with accounting firms to ensure efficient and effective audit processes are followed - including audit planning fees, feedback via ML process, Proactive management of adverse audit opinion risks
Lead the implementation of regulatory change in the region and represent GE's views with regulatory authorities, accounting standard exposure drafts etc
Assist with the preparation and/or review of corporate income and withholding tax returns prior to filing with tax authorities
Assist with the preparation and/or review of corporate income tax estimates to ensure that advance tax payments are accurate
Perform controller ship tax checks including reconciliation of all tax liabilities in terms of tax assessments received from the revenue authorities with tax returns filed and deal with tax discrepancies
Assist with tax aspects of statutory audits, tax audits and work with external tax advisor where required
Monitor tax legislative, accounting and regulatory developments
Preparation of correspondence for queries/disputes with revenue authorities
Attend operational pulsing calls and summarize key achievement, next steps to the team
Participate in the enhancement of ERP systems to facilitate tax compliance
Identify risk areas which can impact on the timely and accurate compliance with tax laws and use the appropriate communication channels provided by the project framework to escalate issues

VP of Global Tax Operations Resume Examples & Samples

15+ years of diverse Tax Accounting experience preferably in public accounting and extensive corporate experience managing global reporting of income taxes for a large U.S. multi-national company
Bachelor's and/or Master's Degree in Accounting and/or Finance
Strong Global Business acumen with some working knowledge of IFRS reporting
Proficient with Tax software
Microsoft Office/Suite proficient (Word, PowerPoint, Excel, Adobe, etc.)
Previous experience in Public Accounting and extensive Corporate experience managing Global Reporting of Income Taxes for a large U.S. multi-national company

Associate Manager Income Tax Operations Resume Examples & Samples

Documents and implements methodology and guidance for the preparation of consolidated income tax returns and quarterly income tax accounting requirements
Performs detail reviews of complex global income tax calculations and consolidated state income tax returns, including supporting workpapers. Ensures all returns and compliance documents are timely and accurately filed
Ownership of specific income tax processes through the compliance and audit phases of tax life cycle. Contributes analysis throughout the planning/forecasting and tax accounting phases of tax life cycle
Evaluates the merits of the tax positions presented by tax authorities and their proposed audit adjustments. Communicates directly with tax authorities; provides recommendations for resolution to team leadership on routine tax issues
Analyzes income tax models and forecasts for changes to income tax laws and regulations or to support informed business decisions
Contributes to overall tax planning by analyzing and identifying fact patterns and/or scenarios of outcomes to effectively explains cost, benefits, and risks
Assists development of tax research and positions for routine tax issues; clearly documents and communicates findings, both orally and in writing
Assists development and improve processes needed to support income tax reporting; driving cross-functional alignment across the finance organization as needed
Ensures completeness and effective utilization of available technology and internal reporting tools to gather and analyze data to support complex income tax calculations
Contributes to strategic partnerships and ongoing projects with technology service providers, both internal and external
Navigates organization and establishes strategic cross-functional connections for collaboration and to ensure tax requirements are met
Provides guidance to team, as needed, and assists in development of best practices for compliance processes; takes ownership for professional development through targeted learning opportunities
Recent income tax experience in public accounting or large public company (5-7 years)
Experience with preparation and review of consolidated income tax returns of a multinational corporation (1-2 years)
Experience managing a recurring process or function within a tax organization (1-2 years)
Strong supervisory skills including planning, organizing, development, managing performance and hiring
Ability to work independently and as part of a team; organized and attentive to details; ability to balance multiple priorities and meet deadlines
Intermediate skills in Microsoft Excel, Power Point, and Word
Proficient in material tax issues requiring detailed and/or complex research and analysis (e.g., depreciation, tax method changes, ASC 740, stock compensation, etc.)

Lead Tax Operations Waio Resume Examples & Samples

An overriding commitment to health, safety, environmental responsibility and sustainable development
Working closely with the Manager Tax Operations to plan and deliver all local tax reporting and compliance obligations for direct and indirect taxes relating to the WA Iron Ore and/or Olympic Dam companies
Assist delivery of the end to end tax effect accounting and forecasting processes of all WA Iron Ore and/or Olympic Dam companies within the monthly Finance Period End Close process and annual statutory accounting disclosures, including tax transparency information
Assist to maintain a robust governance and control environment in accordance with Group Tax standards & processes and Group Level Documents relevant to the area of responsibility
Support the broader continuous improvement objectives of the Finance functions through collaboration and innovative thinking to drive efficiencies and managing change projects
Develop and maintain strong cooperative relationships with a wide range of internal stakeholders including the onshore and offshore Finance teams and Asset Business Partners to facilitate understanding and management of tax issues impacting the relevant assets
Develop and maintain strong cooperative relationships with JV Participants to support their direct and indirect tax compliance and reporting obligations, and assisting them to understand the key tax issues within the relevant JV's
Collaborate with Tax Advisory and other Tax functional teams to ensure identification and communication of tax issues / risks on a timely basis and to ensure agreed tax positions are properly reflected in the statutory accounts
Support the Manager Tax Operations with the management of relationships with Regional Tax Authorities including queries and audits
Support the execution of relevant strategies, plans, budgets, and performance targets related to the key regional Tax priorities
Assist with the management of external auditors, advisors and other outsource service providers
Provide ongoing coaching and support to direct reports, and maintain the culture of continual learning and development through training and sharing of knowledge
Tertiary level qualification in finance or relevant field
CA/CPA or equivalent qualified
CTA/tax masters or equivalent desirable
5+ years' post qualification practical experience with delivering end to end tax compliance processes within a large multinational organisation
Specialist knowledge of income tax, fringe benefits tax, goods and services tax and WA royalties
Experience managing people to deliver tax accounting and governance processes
Experience delivering process improvement and change projects in a complex systems environment
Sound knowledge of IFRS and financial accounting
Desired SAP platform experience

Tax Operations, Assistant Manager Resume Examples & Samples

Support local corporate tax teams with regard to tax compliance work and be the interface between finance teams in Pudong and local corporate tax team regarding
Written and verbal fluency in both English & Japanese
Minimum of 4 years work experience or in similar capacity in a Global Business / Shared Service Center, MNC or auditing firm in a compliance focus role

Tax Operations Associate Resume Examples & Samples

You will act as a risk manager for the firm through ongoing assessment and awareness of the regulatory environment and the firm’s adherence to its regulatory obligations
Perform impact assessments on tax processes for new markets, new products, business reorganizations, system changes and regulations
Partner with key stakeholders within Operations, Securities Division, Corporate Tax and Technology
You will have excellent opportunities to develop your career as change management (including Regulatory change) is at the forefront of the firm’s strategy and the industry
Relevant Industry experience in trade processing / custody operations
Intermediate/advanced Excel skills essential

Tax Operations Institutional Securities Group Resume Examples & Samples

Receive data, review and resolve and report all system to system data discrepancies (GDS to TDW to Revolver)
Sample documents for review
Ensure accounts deemed "undocumented" by the analyst are in fact undocumented
Ensure accounts deemed documented by the analyst meet the requirements (completeness, accuracy, correct form (W8 BenE vs W8 IMY)
Ensure cure documents are appropriate, complete and acccurate
Those deemed by the analyst to be a "false positive" were appropriately disposition
Manage, track and report outreach w/ Bus Units
B-Notices
Expiring documents
Cure documents
Ability to multitask and take ownership of complex issues and meet tight deadlines
Strong MS Office skills, including MS Excel, Powerpoint, Word and MS Project

Tax Operations IGA Resume Examples & Samples

Risk focused with an understanding of various types of risks across the organization and client segment, with a strong focus on regulatory & franchise risk
Ability to operate independently with minimal supervision in order to both operate and evolve operation processes
Facilitate all FATCA / IGA specific tasks
IGA Filings
Annual GIIN recertification
Annual Legal Entity Certification
Coordinate with Tax Operations to
Identify reporting gaps and risks with current operating procedures, processes, and controls
Assist in the development of Filing metrics

Tax Operations Institutional Securities Group Resume Examples & Samples

Ability to operate across functional areas; including operations, technology, risk, and tax
Remediation
Oversee and manage through all risk action plans through to completion
Identify process and technology gaps and re-engineer where applicable
Ability to thrive in a dynamic and matrix reporting environment
Ability to conduct themselves effectively with senior management

Asset Management, GWM, Tax Operations Intern Resume Examples & Samples

Review, monitor, and action daily reports
Maintain transactional activity which impacts our client’s overall tax package by performing calculations, tax adjustments, reconciliations, and verification of data
Maintain daily MIS
Cross train with other team members
Document and enhance procedures
Support the tax withholding and reporting processes
0 - 2 years of financial/operational experience; interest in tax preferred
Ability to multi-task, plan and prioritize in a fast-paced environment
Reconciliation skills
Proficient with Microsoft Office including Word, Excel, Power Point, Access

Senior Consultant, Tax Operations Resume Examples & Samples

Managing reporting to Front Office, Tax Middle Office and Clients where required
Monitor, manage and resolve client queries relating to tax documentation and international tax reclaim
Have an in depth understanding of the clients serviced particularly their inherent traits that impact international tax entitlements
Serve as a primary contact for clients who have questions regarding tax documentation requirements and escalate to Client Services Team/Tax Operations when appropriate
Understanding the various systems used by the International Tax group, specifically TRAMs, Tax Manager and Xceptor
Investigates and identifies root causes of errors, engages with Tax Operations to rectify and remediate where appropriate
Operates independently; has in-depth knowledge of business unit / function
Role is balanced between high level operational execution and development
Supports the Section Manager and acts as a stand in where necessary

Supervisor, Tax Operations Resume Examples & Samples

A minimum of four (4) years of Corporate or Public Accounting experience in the area of corporate income tax
A minimum of five (5) years of Corporate or Public Accounting experience in the area of corporate income tax
A minimum of two (2) years of tax return review experience in the areas of U.S. corporate income tax and multistate U.S. income and franchise tax return, as well as tax research and documentation
A minimum of two (2) years of supervisory experience
Familiar with U.S. GAAP, specifically those relating to tax reporting (FAS 109, FIN48, FAS 5, FAS 123R)
Experience with Corptax tax software systems

Director of Tax Operations & Technical Tax Accounting Resume Examples & Samples

Lead tax operations within GE Digital including tax financial planning & analysis, controllership, accounting and reporting
Advise GE Digital Senior Management on matters effecting ETR, cash flow, etc
Advise senior Tax Leaders in GE Digital on tax operational implications of all matters within their area of responsibility
Partner with tax shared service/tax centers of excellence leadership to ensure the Tax quarter close process and related tax accounting activities (e.g., annual return to accrual & deferred tax analysis) and U.S. /local tax reporting processes meet both business & Corporate requirements
Partner with Corporate tax operations on initiatives to drive out inefficiencies and to streamline processes
Work cross functionally and across teams to drive tax compliance
Bachelor's Degree and a minimum 12 years of tax experience in major accounting firm, law firm or multinational company
Masters of Taxation and/or Certified Public Accountant (CPA) or equivalent certification
Prior experience leading tax controllership and managing tax compliance
Strong technical tax expertise

Utah ISG Tax Operations Resume Examples & Samples

Responsible for archiving documentation with network storage and offsite storage
Bachelor's Degree with 2-3 years of experience in the Financial Industry
Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications

Coo-tax Operations Resume Examples & Samples

Keep abreast of market changes(including changes to tax regulations) that have an impact on the business areas supported, and ensure the relevant parties are informed, and necessary changes implemented upon sign off
Manage projects to roll out new regulatory requirements/ technology initiatives
Control/review tax documentation to ensure correct tax is applied
Timely analysis and resolution of queries from Group Tax and controllers
Manage and track progress of outstanding tax reclaims including forms received/expired and provide management with feedback
Work in close collaboration with the offshore teams supporting the APAC Operational Tax Processes
Interaction with various areas within Operations, Network Management, Front Office, Agent bank network, Risk Team, Group Tax
Graduate with Excellent academic record
Overall experience of atleast 8 years in the Banking/Finance industry in Operational Tax
Possess strong technical skills and knowledge of tax regulations globally
Experience of working in a highly-matrixed environment, and accustomed to bridging the gap between disparate organizations and cultures
General knowledge of Business Banking product set
Effective communication skills – to be able to manage relationships with stakeholders globally and in the region
Strong time management, organizational, planning and follow-up skills; ability to multi-task effectively
Strong interpersonal skills; ability to partner with internal partners and leverage internal resources
Exceptional organizational, planning and management skills
Ability to build relationships by communicating, influencing and negotiating effectively with business heads, senior managers, consultants, technical experts across the whole department and business users
Strong capacity to assimilate other stakeholders perspectives and fast learning abilities
Proficient in MS Office applications

Tax Operations, Assistant Manager Resume Examples & Samples

Deliver CIT/ VAT reporting, filing and associated services to GE businesses
Strong analytical skills & ability to technically discuss with local/regional business controllers, country Stat & Tax leader, local Corporate VAT Leaders and KPMG/auditors where necessary,
Local tax qualification
Fluent English language is required

Analyst, Global Tax Operations Resume Examples & Samples

Aid in the preparation of quarterly income tax provision calculations for both domestic & foreign legal entities
Aid in the preparation of US federal Forms 1120, 5471, 8858 for select legal entities
Prepare separate/combined state income tax returns for select states
Gather/assist with preparation of state and local apportionment information
Maintenance of tax depreciation and tax basis of US based fixed assets
Assist with tax analysis on US acquisition/disposals transactions
Assist with tax technical research related to tax planning projects & audit defense
2-4 years of relevant tax experience, preferably in public accounting

Lead Tax Operations Leader Resume Examples & Samples

Handles all wing-to-wing tax reporting and tax accounting processes including forecasting, tax provision, compliance and settlement
Developed basic commercial awareness; may allocate and be responsible for the quality of work in others; act as adviser and coach to junior team members; developed interpersonal skills to handle complex situations
Focus on team & department priorities within operating unit and may be responsible for work and development of others
Bachelor's degree from an accredited university or college (or a high school diploma / GED with at least 4 years of experience in Finance)
Minimum of 3 additional years of experience in Tax Operations
Must have valid authorization to work full-time without any restriction in Nigeria
A valid NYSC discharge or exemption certificate will be required (please indicate clearly on your resume)
Strong interpersonal and leadership skills
Ability to influence others and lead small teams
Lead initiatives of moderate scope and impact
Ability to coordinate several projects simultaneously
Effective problem identification and solution skills
Proven analytical and organizational ability

Tax Operations Administrator Resume Examples & Samples

E-File Administration
Must be able to multitask and juggle multiple projects
Proficiency in Microsoft Office Suite (specifically Outlook, Word and Excel)

Mobility Tax Operations, Associate Resume Examples & Samples

Leading a team of two local staff members providing global tax operation support; providing regular staff management and overseeing team deliverables
Serving as primary interface with regional and global tax leads
Contribute to policy and process design changes through research and benchmarking and regular interaction with regional and global leads on this topic
Detailed review of employee assignment / tax cost estimates
Management of the global year-end tax compliance process with tax vendor
Review of mobility databases and vendor systems to ensure accurate maintenance
Review of annual tax vendor authorization database
Maintenance of global tax payment databases and execution of tax payments
Review and coordinate the payment (collection) of tax equalization reimbursements (settlements)
Leading global compensation collection process including source data collection and analysis, reconciliation of data in vendor databases and review output for purposes of compensation reporting, payroll imputes and income tax preparation
Leading global equity sourcing platform, regular reconciliation of employee mobility data against internal equity award data for purposes of monthly and annual allocation exercises
Review of monthly and semi-weekly global payroll instructions for accuracy
Review and approval of invoices from tax vendors
Leading business travel compliance activities (regular monitoring of employee business travel data for purposes of tax and immigration compliance)
Responding to general mobility queries (including reporting requests, finance requests, basic tax queries etc.)
Conducting regular updates to mobility program tax accruals, coordination with tax vendor and internal finance partners
Perform mobility program audits and exception tracking
Supporting process documentation development and maintenance
Ad hoc queries from tax vendors regarding employee tax reporting and administration (including the coordination of documents required for income tax-related inquiries)
Bachelor degree in business, finance or related field
At least 4-6 years of experience in a corporate global mobility tax or finance role, Big 4 accounting firm or consulting firm
Experience in leading small teams
Solid understanding of cross-border taxation, mobility and immigration issues
Strong client service ethic and detail orientated
Advanced working knowledge of Microsoft Excel and strong knowledge of Word and PowerPoint (essential) and HR information systems (preferred)
Ability to work both independently and cooperatively across functions/locations and with a diverse group of people, experience in working regularly with teams situated outside of the local market
Must be a team player with superior communication (both oral and written) and interpersonal skills
Must be open to work in shifts (e.g., 11am – 8pm)

Senior Tax Operations Manager Resume Examples & Samples

Minimum of 10 years work experience or in similar capacity in a Global Business / Shared Service Center, MNC or auditing firm in a compliance focus role
Strong expertise in tax processes, accounting and compliance
Have working experience in taxation of different countries
Good communication – proven ability to develop strong professional relationship with external (tax) advisors & statutory auditor
Strong analytical skills & ability to technically discuss with various stakeholders including business finance & tax leaders, KPMG/auditors/PwC/E&Y where necessary,
Energetic & have a flexible approach with a strong team spirit
Effective interpersonal skills and highly professional style when dealing with business clients & various stakeholders
Strong tax accounting experience and skills
Project management skills
Knowledge of tax systems/tools is an advantage

CIB Operations Tax Operations Resume Examples & Samples

Partner globally with the Middle Office, Front Office, Finance, Technology, Risk, Legal, Compliance, and Relationship Managers to resolve issues and improve processes
Investigate queries raised by marketed clients and find solutions
Exhibit client relationship management and work to improve the client experience
Understand business drivers and requirements, and influence partners to deliver solutions
Use innovation to deliver results and develop cost effective solutions for operational issues
Understand and adhere to the controls and regulations surrounding the products and processes
Challenge existing processes to enhance controls and efficiency
Perform 1099, 1042-S, local schema, and 8966
Work with Corporate Tax to ensure deadlines are met pertaining to all reporting functions
Strong level of initiative and drive to succeed
Proven ability to work independently and with a team
Basic understanding of securities and derivatives products; Tax knowledge a plus
Excellent desktop and analytical skills; Microsoft Access and VBA experience a plus
Comfort liaising with internal partners and external clients
Ability to build and maintain partnerships across multiple internal functions & groups
Existing relationships and networks within JPMorgan community an advantage
Ability to understand the business drivers that influence the regulatory atmosphere
Ability to quickly understand workings of a complex processing system
Strong written and verbal communication skills are required
Excellent desktop/spreadsheet
Excellent organizational and problem-solving skills
Ability to multi-task in a constantly changing environment
Able to critically challenge with the goal of identifying control issues

Tax Operations Manager Resume Examples & Samples

Manage daily Tax Documentation Validation of IRS Form W-9 and Form W8 series
Monitor and approve daily Back Up, NRA and FATCA Tax Deposits
Support Year End Reporting of Form 1099, 1042S and filing of the Firm Returns 945, 1042 and 8966 including any State Tax Reporting
Process (IMY) Intermediary Allocation and Withholding Statements
Handle B/C Notices and liaise with Corp Tax to abate any penalty notices
Play a leading role in coordination of the Tax initiatives including completion of open action items as it relates to the roll-out of the program
Assist in the development of evaluation and migration of un-remediated tax processes/deliverables
Create and maintain documents for tracking statuses, meeting minutes, follow up action points and progress of Ops/Tech projects
Interact with Technology, businesses and the rest of Operations to manage change programs and issues resolution for these tax processes
Assist in the preparation and execution of project documentation, including project plan/milestones, business requirements, and process flow diagrams including test case/use cases preparation and provide assistance in leading UAT execution efforts
5-8 years financial services experience
Must be experienced with Tax Compliance Systems: such as Broadridge-ADP, IMPACT, Markit-CTI, 1099/1042S PRO, Stone River, Convey etc
Bachelor’s or advanced degree in Tax, Accounting / Finance
Treasury Regulations Section 1441 knowledge
Cost Basis Reporting knowledge is a plus
Project management Qualifications (such as PMP or Six Sigma)
Must have strong problem solving and analytical skills and an excellent communicator at all levels
Must possess excellent documentation skills
Must be delivery-focused and able to meet aggressive delivery dates
Deep passion and expertise in financial systems and Operations Management
Finger-tippiness with data: you just go get the data you need with no muss/fuss
Should knowhow to leverage data to make decisions without getting stuck in analysis paralysis
Must be able to work in a fast-paced, dynamic environment with aggressive timelines
Skills to author requirement documents, technical specifications, interface mapping documents, and process flows

Tax Operations Change Management Lead, VP Resume Examples & Samples

Analysis and creation of business requirements and project documentation. Identify the areas where changes are needed in business plans. Analyze the entire business, including data, goals, process, and organization. Identify the areas of strength and weakness and suggest areas of improvement. Monitor the impact of such changes. Document and analyze the required information and data
The analysis is accomplished by evaluating information gathered through workshops, surveys, interviews, business process description and task analysis. Work with the business area management to identify required changes. Communicate needed changes to project management team/IT teams and to business line management
Process improvement and documentation including developing playbooks and desktop procedures. Establish repeatable processes and evaluate for efficiencies. Ensures issues are identified, tracked, reported on and resolved in a timely manner. Create and maintain document libraries for documentation
A solid understanding of how people go through change and the change process
Knowledge of change management principles, methodologies and tools
Good communication skills – both written and verbal
Excellent active listening skills
Organizes the work to be performed in a logical, sequential method, while applying consideration to cost/resource, schedule, and quality constraints
Assists in the development of communication plans
Ability to establish and maintain strong relationships
Assist in problem solving and root cause identification skills
Must be a team player and able to work collaboratively with and through others
Familiarity with project management approaches, tools and phases of the project lifecycle
Excellent computer skills in Microsoft Office Suite
Additional Information: Work Experience Typically requires 6+ years of in-depth business knowledge and system design. In-depth knowledge of FATCA, Tax Operational business practices, policies and procedures
Education Bachelor's Degree in Computer Science, Information Systems, Business Administration, or other directly related field

Tax Operations VP-warsaw Resume Examples & Samples

You will act as a risk manager for the firm through ongoing assessment and awareness of the regulatory environment and the firm?s adherence to its tax obligations
Develop a deep understanding of the tax functions and environment
Industrialise and automate processes and ensure effective controls are implemented
Develop and manage a team with 15 individuals, including 2 VP managers
Partner with key stakeholders within Operations, Trading, Corporate Tax and Technology
You will have excellent opportunities to develop your career as change management (including Regulatory change) is at the forefront of the firm?s strategy and the industry
Excellent communication skills with an ability to influence senior business stakeholders and make decisions
People management and coaching
Proactive and self-starting individual with high level of ownership
Flexibility and ability to learn quickly
Risk Management - Partner with the regional management team to provide effective oversight. Challenge the risk and control framework to further enhance the control environment
Strategy; contribute in the definition, execution and review to increase scalability, stay ahead of regulatory change and deliver on client demands
Client and Business Focus - Effectively handles difficult requests, builds trusting, long-term relationships with clients, helps the client to identify/define needs and manages client/business expectations
Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations

Tax Operations Director Resume Examples & Samples

10+ years of progressive employment tax compliance or operations experience with large organizations
Deep U.S. employment tax regulatory knowledge and awareness and able to effectively translate into operational delivery
Proven track record of successfully setting strategic agenda, driving change, and managing complex operations
Direct experience with PeopleSoft payroll (or equivalent payroll system) and/or payroll tax policy
Demonstrated ability to deliver projects through cross-functional teams; problem solver with strong project management skills; able to simultaneously manage and coordinate multiple projects
Experience in process improvement, especially towards ensuring quality, control and compliance
Experienced in vendor management including overseeing RFPs, contract negotiation/management and vendor performance

Specialist Tax Operations Resume Examples & Samples

Lead Tax Operations
Global Tax counterparts (APAC, UK, US regions)
Global Accounting and Reporting Finance teams
Other Global Asset Services Functions (Finance, HR, Supply and Technology)
Demonstrates and instils an overriding commitment to health, safety, environmental responsibility and sustainable development
Conformance with the BHP Charter, Our Requirements (Group Level Documents), Code of Business Conduct and relevant statutory obligations
Ensure compliance and commitment to BHP Tax Principles and tax obligations
Preparation of tax reconciliations, tax returns and tax provisions within agreed timelines
Support the preparation of key compliance requirements including income tax effect accounting, GST, VAT, FBT etc
Assist with adhoc requests from Tax Reporting and external auditors in connection with taxation and financial accounting audits
Review of tax sensitive accounts including liaising with management and financial accountants and the wider business where necessary to resolve queries
Support the preparation of monthly, half yearly and year-end tax entries, Group Management and External Reporting requirements
Maintain intermediate knowledge of the 1SAP Tax Accounting Solution, OneSource and Tax Integrator as required

Assistant Tax Operations Manager Resume Examples & Samples

Be a stakeholder of the migration of the CIT / VAT process from Business to Global Ops Finance (VAT Preparation and/or VAT Review)
Well proven experience of VAT in large multinational for at least 1 Asia country (4/5 years)
Strong expertise in CIT/ VAT processes and compliance
Experience in a tax organization serving different countries
Good communication – proven ability to develop strong professional relationship with auditors, corporate tax and corporate VAT

Tax Operations Rep Resume Examples & Samples

Assist in providing compliance and agency guidance to internal departments in regards to information on the assigned jurisdictions in an accurate and timely manner
Follow policies and procedures set by the department
Responsible for timely filing for all our customers monthly, QE, & YE (paper, e-file, Mag Media)
Knowledge of state forms, rates, assessments, POAs, agencies’ systems, and any regulations & mandates
Develop and maintain a strong agency relationship with assigned jurisdictions year round
Maintain deposit frequencies, tax ID formats, payment methods, tax codes set up, filing methods, and anything related compliance functions
Excellent knowledge of our internal tax system; be able to do data extract and know your way around the system
Proactively address penalty and interest situations and potential issues to Team Lead and management
Responsible for all special handling/exception process and understand the process from start to finish for the assigned jurisdictions
Able to create Compliance Alerts and contribute at least two articles each year to the QE Newsletter
Return agency phone calls within 24 hours
Respond to specific agency requests within 72 hours
Respond to internal customer issues with 48 hours
Survey assigned jurisdictions at least once a month. Review prior filings and deposits to ensure that USG is 100% compliant with agency requirements
Builds and maintains strong peer relationships within the team and across the organization
Meets all internal and external deadlines year round
Responsible to resolve mass issues within the time frame set by the department, and to communicate relevant updates to affected stakeholders and compliance consumers
Work on cases and ensure to meet the requirements set by the department
Leverage technologies and system capabilities to resolve problems instead of manually fixing the problems
Be able to manage projects and run reports as required
Experience with the tax filing service business
3-5 years of payroll tax industry experience
Prior experience in a compliance related role is preferred
3-5 years United States multi-state and local payroll tax filing experiences
Proficiency with Microsoft Office applications such as Word and Excel
Proven leadership and project management skills
Must be able to communicate effectively across all levels of the organization
Must possess above excellent written, verbal, presentation and negotiation skills
Strong analytical and problem-solving skills are required
Self-starter and work well under tight deadlines
Certified Payroll Professional (CPP) designation is desirable

Tax Operations Associate Resume Examples & Samples

Proprietary trading
Cash Prime Broker, Synthetic Prime Broker
Experience in a role at a financial institution
Knowledge of one or more of the following; withholding taxes, settlements, FTT, FATCA, CRS, stamp duty, derivatives
Experience of one or more of the following businesses; prime broker, custody, clearance, proprietary trading, securities lending
Degree or equivalent qualification preferred but not necessary
A team player with a high level of commitment and enthusiasm
A strong understanding of the control environment and the associated risks

Head of Corporate Tax Operations Resume Examples & Samples

Manage a global team of seven highly skilled direct tax professionals
Maintain an efficient and effective organisation enabling continuous development, maintenance and retention of relevant high-level tax competencies to deliver tax efficient in-house solutions in respect of the business
Ensuring that appropriate procedures and controls are in place and continually improved for global tax compliance
Overviewing, controlling and analysing direct taxes in P/L and B/S
Reporting of tax risks and exposures and other key tax figures
Have a relevant education at master's level, preferably with a specialisation within accounting or tax
Have a solid understanding of tax controlling and compliance requirements
Are systematic and detail-oriented
Have good interpersonal skills and a proactive personality
Are proficient in English

Corp-gsso Indirect Tax Operations Junior Analyst Buenos Aires Temp Resume Examples & Samples

Review and edit tax withholdings regulatory reports
Monitor all tax withholding slips
Tax withholding GL accounts reconciliation
Public Accountant student (first years)
Knowledge of English
Knowledge of Excel (advanced) is mandatory
Knowledge of Tax Withholdings regulations is a plus
Able to prioritize and multi-task
Ability to work alone and in a team structure
Able to work in a fast paced production environment

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