Tax Partner Resume Samples
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Tax Partner Resume Samples
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RG
R Greenfelder
Rebekah
Greenfelder
8035 Walker Heights
San Francisco
CA
+1 (555) 290 5043
8035 Walker Heights
San Francisco
CA
Phone
p
+1 (555) 290 5043
Experience
Experience
Chicago, IL
Tax Partner
Chicago, IL
Koepp, Koss and Hand
Chicago, IL
Tax Partner
- Manage a group of people maintaining high levels of productivity and excellence in client delivery
- Corporate Tax Provision Review/Analysis; Corporate and Partnership tax planning
- Lead and direct all tax functions of the Company including income, sales/use, real estate and personal property taxes
- General knowledge of ASC 740, ASC 718, ASC 740-10 tax accounting rules and Federal income tax rules in the tax compliance area
- A proven record of simultaneously managing multiple projects and engagement teams for various clients
- Solid Tax background (Compliance, Corporate, Individual, Partnership, Research & Planning)
- Solving problems!
Boston, MA
Tax-partner
Boston, MA
Steuber-Hegmann
Boston, MA
Tax-partner
- Develop and sustain strong client relationships
- Review legal documents to assess tax implications of pending transactions and work with law firms and clients to document tax positions
- Enhance current processes so they efficiently conform to the REIT testing efforts in tandem with assisting tax reporting and compliance efforts
- Develop, motivate, and train staff level team members
- Provide industry knowledge and expertise
- Oversee and manage compliance and documentation of the asset, income and other REIT compliance provisions
- Drive new business development, extended service and tax issue recognition for existing clients
present
San Francisco, CA
Tax Partner Hedge Funds
San Francisco, CA
Jacobi-Pacocha
present
San Francisco, CA
Tax Partner Hedge Funds
present
- Develop effective working relationships with clients to provide innovative tax planning, consulting, and compliance services
- Driving new business development, extended service and tax issue recognition for existing clients
- Oversee administrative and risk management tasks including engagement letter and fee management, billing, and collections
- Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Support our growing private client tax practice with an expertise working with all entity types
- Participate and instruct tax staff training within the Chicago office and at firm training events
- Managing international and U.S. tax compliance reporting (VAT/GST, S&U Tax, etc.)
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Southern California
Bachelor’s Degree in Accounting
Skills
Skills
- Strong technical and research background
- Solid Tax background (Compliance; Corporate; Individual; Partnership; Research and Planning)
- Commercial real estate knowledge
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
- Proficiency with computer platforms and applications
- Strong technical tax experience
- Excellent organizational and analytical skills
5 Tax Partner resume templates
Read our complete resume writing guides
1
Tax Partner / Director Resume Examples & Samples
- 10+ years of current or recent CPA firm experience
- Expertise in the real estate industry with strong emphasis on commercial Real Estate, owners, developers etc
- Business Development oriented
2
Tax Partner Resume Examples & Samples
- 10+ years of Management experience within a Tax Department
- Solid Tax background (Compliance; Corporate; Individual; Partnership; Research and Planning)
- Experience implementing a Tax Department transformation
3
International Tax Partner / Director Resume Examples & Samples
- 15+ years of International Tax experience
- Extensive experience with Inbound/Outbound Structuring; Planning to minimize worldwide Tax burden; and, US Tax Compliance of foreign person and entities
- Exceptional technical skills regarding US taxation of foreign persons/entities
- Good working knowledge of non-US tax regimes & US Income Tax Treaties
- Excellent communication skills (written and verbal)
- JD / LLM
4
Tax Partner Resume Examples & Samples
- 9+ years of tax research experience
- Excellent communication and strong interpersonal skills
- Knowledge of Lacerte, MS Office and Prosystem
5
Tax Partner Resume Examples & Samples
- 10-30 years of experience
- Prior CPA firm and consulting experience
- Excellent managerial and practice development skills
- Expertise with investment partnerships/hedge funds, structuring, and M&A planning and research
- Ability to do top side compliance for partnerships, corps and HNW individuals
6
Tax Partner Resume Examples & Samples
- CPA firm or family office tax experience
- Complex partnership and High Net Worth tax experience
- Bachelor's Degree in Accounting or a similar field
7
Tax Partner Resume Examples & Samples
- 9+ years of experience in a Tax Firm
- Contacts within PE Tax community
- Experience in Private Equity Taxation
8
Tax Partner Resume Examples & Samples
- Provide tax advice for ranges of national and multinational firms illustrate, and implement innovative ways to meet clients specific individual needs keeping up with market trend to launch new products and services for clients
- Take the responsibility in business exploitation activities and market tax services to clients and non-clients
- Manage a group of people maintaining high levels of productivity and excellence in client delivery
- Delegate works to members of multiple groups, ensuring follow up strategies are right in place
9
Tax Partner for Mid-sized Local CPA Firm Resume Examples & Samples
- Domestic and International tax experience
- Strong partnership, trusts and estates experience, Scorp, CCorp and LLC experience
- 5+ years corporate and individual tax experience including review of others work
- Ability to roll up your sleeves as well as research complex tax topics
- Creativity and desire for continued learning
10
Tax Partner Resume Examples & Samples
- 10+ years of tax experience, especially Generalist experience
- Experience with High Net Worth clients and partnerships
- Strong Family Office skills
11
Tax Partner Resume Examples & Samples
- Oversee tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
- Demonstrate leadership. initiative, excellent team skills, and high ethical standards
- Twelve plus years of public accounting experience, experience in the Construction and or Real Estate industries highly preferred
- CPA or JD required, Master's degree desired
- Excellent leadership, organizational, interpersonal and communications skills, ability to effectively manage and mentor a staff
- Demonstrates initiative, imagination, resourcefulness, creativeness, and independent thinking
- Ability to develop a practice through business development initiatives
- Superior client service skills
12
Tax Partner Resume Examples & Samples
- Manage engagements through a teaming structure, leveraging resources appropriately and developing a team that will enhance client experience
- Participate in new business development activities and specific initiatives for the firm/Chicago office while maintaining primary and active relationships with key business contacts and referral sources
- Participate and instruct tax staff training within the Chicago office and at firm training events
- Experience working with real estate companies, with domestic and international elements, preferred
- Minimum of 8 years of progressive experience in professional accounting functions including a minimum of 1 year of supervisory responsibilities required
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
13
Tax Partner / Director Resume Examples & Samples
- Bachelor’s in Accounting required, MST a plus
- 10+ years of related experience (recent public experience required)
- Excellent analytical, organizational and written / verbal communication skills
14
Tax Partner Resume Examples & Samples
- Solving problems!
- Requires strong background in working with for profit entities and owners
- Prior experience with multi-state returns and operations helpful
- Previous Private Client Service experience and knowledge of working with High Net-Worth individuals (including income and estate planning) is highly desired, but not necessary
- Ability to service middle-market clients, but must be flexible to work with clients of varying sizes
- Candidate's strongest traits must be in client relationships and service, strategic planning and business development, leading to growth
- Bachelor's degree in Accounting with a Minimum of 10 years of experience in public accounting with at least 7 years of managerial experience
- Ability to lead and develop Staff, Seniors, Managers, and Senior Managers
- Integrity, dependability, trustworthiness, and sound judgment
- Strong interest in the continued development of a sales-based culture with commitment to the expansion of Firm business
- Must be CPA certified and have an active CPA license
15
Tax Partner Resume Examples & Samples
- Highly motivated, ethicalself-starter
- Well -polished in appearance and professional in demeanor
- Good, solid business network
- Attention to detail with good judgment based on risk
- True team player (we are not looking for individual heroes)
- Recommend tax strategies and solutions to clients supporting business goals and objectives
- Provide tax technical review for client tax returns
- Work with business owners and other tax professionals to identify and assess the economic and financial implications of transactions from tax perspective
- Interact directly with the staff on matters related to client and engagement management
- Manage, direct, oversee and challenge client engagement teams
- Provide tax technical training to staff
- BS/BA degree in Accounting or related field
- 15+ years of tax experience, preferably in public accounting
- Proficiency in technical writing and research
16
Tax-partner Resume Examples & Samples
- 12+ years continuous public accounting experience
- Experience working for a Big 4 or large national, regional or local accounting firm
- Must be able to support financial growth efforts and manage a book of business
17
Tax Partner Resume Examples & Samples
- 15+ years of experience providing tax compliance, consulting, and planning services to corporations, partnerships, LLC's, and high net worth individuals
- Subject matter expert in partnership taxation, as well as in taxation involving real estate projects and owners
- Tax expertise with respect to partnership structures and their impact on real estate investors, transactions and corresponding federal and state tax liabilities
- A proven track record of developing new business and cross selling the firm's products and services
- An established network of clients and customers, business catalysts and collaborators. A book of business is strongly preferred, but may not be necessary
- Strong and innovative leadership and project management skills including the ability to mentor highly talented people
- CPA (JD and Masters in Taxation preferred)
- Demonstrated an ability to exercise professional and technical discretion on matters of significance
- Unquestioned integrity and the ability to operate within cross functional lines are essential
18
Tax Partner Resume Examples & Samples
- Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Driving new business development, extended service and tax issue recognition for existing clients
- Bachelor's degree in Accounting and CPA required
- Must have at least 10+ years in public accounting with experience in corporate federal tax compliance and tax consulting experience
- Highly developed problem solving and analytical skills
- Masters in Taxation desirable
19
Tax-partner Resume Examples & Samples
- Bachelor's degree in Accounting required and CPA or JD required (Senior preferred)
- Must have at least 10+ years in public accounting with experience in corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
- Strong Microsoft Excel and Word skills required
- Masters in Taxation desirable Strong attention to detail
20
Tax Partner Resume Examples & Samples
- Tax Compliance and Planning for all business entities
- Management Advisory Services in the business and professional community
- Tax Compliance for individuals (including Trusts and Estates), specializing in high net worth planning
- At least 6 years of experience in a public accounting environment
- Exceptional client service attitude
- Ability to manage and develop a team of tax professionals
- CPA licensure or actively pursuing CPA license is required
- Desire to become a Partner in the firm is a plus
- Accounting: 15 years
21
Tax Partner Resume Examples & Samples
- Requires strong background in working with pass through entity taxation, particularly with partnerships (S corporations)
- Previous Private Client Service experience and knowledge of working with High Net-Worth individuals is highly desired, but not necessary
- Experience with complex individual tax compliance and planning a plus
- Background in estate tax planning and compliance a plus, but not required
- Candidate’s strongest traits must be in client service, technical, and staff development with appropriate commitment to business development and growth
- Ability to lead and develop Tax Staff, Seniors, Managers, and Senior Managers
- Minimum of 10 years of experience in public accounting with a minimum of 7 years of managerial experience
- Proficiency with personal computers including spreadsheet software programs. Experience with ProSystem fx, CCH, RIA, and/or Engagement is a plus
- Bachelor’s degree in accounting. Masters preferred
22
Tax Partner Resume Examples & Samples
- Requires strong background in working with pass through entity taxation
- Candidate's strongest traits must be in client service and business development, leading to growth
- Minimum of 10 years of experience in public accounting with at least 7 years of managerial experience
23
Tax Partner Resume Examples & Samples
- Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
- 10+ years experience in dealing with high net worth clients required
- Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems desired
24
Tax Partner / Director Resume Examples & Samples
- Expertise in the real estate industry with strong emphasis on commercial Real Estate, Owners, Developers etc
- Strong tax compliance knowledge
- Business development-oriented
25
Tax Partner Hedge Funds Resume Examples & Samples
- Ten or more years’ federal, state and local tax experience required; financial services tax (hedge funds, private equity, fund of funds, broker dealers, etc.)tax experience required
- Experience with security analysis, investment vehicle structures, fund structures and partnership tax allocations
- Previous experience in the implementation and/or design of tax technology solutions
- Familiarity with hedge fund and administrator accounting systems a plus
- Advanced degree in taxation required; (e.g., MST or JD)
- CPA certification required
- Strong executive presence and ability to participate in strategic planning initiatives
- Strong Microsoft Excel (sums, vlookups, data manipulation) and Word skills required
- Proficiency with PowerPoint a plus
26
Tax Partner Resume Examples & Samples
- 8+ years of current or recent CPA firm tax experience servicing real estate clients
- Experience with ASC 470 and FIN 48 consulting and review for domestic and multi-national companies
- ESOP transaction consulting and structuring knowledge
- Experience with domestic and cross-border M&A and financial transaction structuring and due diligence
- Knowledge of real estate and partnership transaction review and consultation
- Experience with feasibility studies for acquisitions and divestitures of businesses
- Knowledge of bankruptcy advice and compliance
- Experience with litigation support and expert witness services relating to tax matters
27
Tax Partner Resume Examples & Samples
- Experience with partnerships and REITS
- Strong technical tax experience
- Commercial real estate knowledge
- Strong technical and research background
28
Tax Partner Resume Examples & Samples
- Support our growing private client tax practice with an expertise working with all entity types
- Partnering with clients by understanding their business and industry and providing ongoing advice, insights and support
- Must have a strong technical background in ASC 740
- Must have experience working with private clients and working with all entity types
- Ability to lead and inspire a team of professionals
- Degree qualification and relevant professional accreditation
- Strong business/commercial acumen
- Strong technical knowledge
- An in-depth knowledge in field of expertise and an industry profile
- Strong business development and selling skills – generating leads, making contacts and securing clients
- Strong and innovative leadership and project management skills including the ability to mentor talented people
- A thorough understanding of firm products and services in the practice area with a working knowledge of firm products and services in other practice areas
- A thorough understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests
29
Tax-partner Resume Examples & Samples
- Client Service - Manage and build trusting client relationships; understand clients' business challenges and goals; work collaboratively with clients and service teams to deliver exceptional value and quality; manage and drive the success of multiple engagements while enhancing profitability; provide additional insights and business solutions that result in expanded business to clients
- Business Development - Lead the development and execution of growth strategies; actively represent the firm in the business community to promote our brand and capabilities; develop and close new business
- People Management - Attract, develop and retain top talent; serve as a mentor and coach for emerging leaders; ensure effective communication and alignment of priorities
- Expertise Development - Stay current on latest regulatory and legislative developments as they affect GAAP, as well as the firm's standards and policies; continue to expand expertise in technical areas, including Compliance 1120s, Partnerships 1065s and High Net Worth 1040s; if applicable, develop specialized industry knowledge
30
Tax-partner Resume Examples & Samples
- Ensure that all investments, new acquisitions, subsidiaries, and partnerships are appropriately structured to ensure REIT compliance and tax liability is minimized
- Oversee and manage compliance and documentation of the asset, income and other REIT compliance provisions
- Enhance current processes so they efficiently conform to the REIT testing efforts in tandem with assisting tax reporting and compliance efforts
- Review legal documents to assess tax implications of pending transactions and work with law firms and clients to document tax positions
- Provide ongoing support to key Firm initiatives impacting REIT Compliance including heavy involvement in our national REIT group
- REIT and Fund tax return compliance
31
Tax-partner Resume Examples & Samples
- 12+ years continuous public accounting or family office experience
- Strong verbal and written communication skills with the ability to articulate complex information and tax law
- 5+ years of managerial experience required
- Exposure to reporting and filings related to foreign assets, investments and holdings
- Experience with research tools required - RIA Checkpoint and CCH desired
32
Tax Partner Resume Examples & Samples
- Review of complex business and individual tax returns
- Develop effective working relationships with clients to provide innovative tax planning, consulting, and compliance services
- Ability to identify and research complex tax issues, develop resolutions, and prepare written conclusions
- Manage, develop, train and mentor staff
- Bachelor’s degree in Accounting with necessary 150 credit hours
- Current CPA or equivalent
- 8+ years of tax experience in a public accounting firm or equivalent experience
- Proven/demonstrated strong leadership skills
- Experience at a Big 4 or large regional firm is a plus, but not required
- Experience in corporate accounting
- Ability to work additional hours during peak client service delivery times
