Tax Planning Resume Samples

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C Heathcote

Chyna

Heathcote

347 Weissnat Ramp

Phoenix

+1 (555) 296 4795

347 Weissnat Ramp

Phoenix

Phone

p +1 (555) 296 4795

Experience Experience

Chicago, IL

Tax Planning Analyst

Chicago, IL

Kutch, Schmidt and Davis

Chicago, IL

Tax Planning Analyst

Works with senior tax staff to provide solutions and strategy development to line of businesses
Perform research to assist with the identification and implementation of strategic tax initiatives
Provide tax assistance to internal departments
Monitor all changes in Ukrainian tax legislation & timely provide the update to management
Provide tax support for other functions inside the company, e.g., HR, Payroll, IT and corporate development
Perform tax research regarding financial products, e.g., syndications, and securitizations
Perform tax research and planning for domestic and international tax issues

Boston, MA

Tax Planning Manager

Boston, MA

Torphy-Frami

Boston, MA

Tax Planning Manager

Works with Governmental Affairs, Investor Relations, and Communications to promote the Company's legislative priorities and assist with communications
Assist in the mapping and modelling of the tax profile of the Danone Noram companies, including both Federal and State & Local taxes
Perform technical analysis of domestic and international tax issues impacting the company and draft supporting memoranda
Assist in implementing internal controls to ensure SOX compliance
Communicates complex technical tax issues to management and internal stakeholders
Assist in preparing step plans and driving planning projects and the integration of acquisitions
Develop financial models to determine the after-tax cost of various planning/deal structures

present

Los Angeles, CA

International Tax Planning Manager

Los Angeles, CA

Cormier and Sons

present

Los Angeles, CA

International Tax Planning Manager

present

Support Int’l Tax Direct by providing analysis and tax technical support of planning, new initiatives, reorgs and int’l M&A
Assisting with financial models to illustrate the tax consequences of various M&A and international planning transactions
Assist in the identification and management of key risks emanating from international tax operations, compliance, and reporting
Assist with the review of the annual and quarterly tax provision related to foreign operations including review of the foreign tax credit calculations
Participate in the drafting of tax technical memoranda, Sub F, FTC and OFL models, steps plans, and presentations with Int’l Tax Director
Analyze and summarize tax information and prepare reports. Identify new opportunities for int’l tax planning or risk management as well as maintaining current tax processes
Ensure that business unit developments are fully communicated and included in all int’l planning and compliance

Education Education

Bachelor’s Degree in Accounting

University of California, Los Angeles

Bachelor’s Degree in Accounting

Skills Skills

Excellent oral and written communication skills, including presentation skills
Working knowledge of U.S. state and local taxation and non-U.S. tax concepts
Strong international and domestic taxation experience – compliance, research, planning, forecasting, and accounting
Project management skills and ability to prioritize and handle multiple issues and projects concurrently
Proven ability to effectively communicate complex tax issues to executives and other departments
Successful track record of working in a dynamic, fast-paced and changing environment that is results oriented and collaborative
Effective analytical, problem-solving and decision-making skills
Conversant in complex legal, tax, accounting and operating structures
Leadership/management experience
Willingness to “roll up the sleeves” to manage priorities

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VP State Tax Planning & Development Resume Examples & Samples

Identify opportunities and secure film production tax credits by partnering with creative and production teams and advising on availability of production tax incentives
Oversee state tax reporting for financial reporting and tax compliance
Assist in developing tax planning strategies to reduce state effective tax rate and liabilities
Identify, Develop and Coordinate with members of Government Affairs and Global Real Estate teams on economic development initiatives
Monitor, promote and impact state tax regulations and legislation

Senior Manager of Tax Planning & Audits Resume Examples & Samples

5+ years of tax planning experience from public accounting and ideally private industry
Appropriate tax education, which may be some combination of a CPA or JD and a Masters in Taxation
Proven track record of success, preferably with accounting firm and technology company experience
Ability to work across the international organization and with our external tax advisors
A willingness to travel on an infrequent basis/as the job demands
Experience with a technology company
Hands-on professional with some supervisory experience

Finance International Tax Planning & Advisory Analyst Resume Examples & Samples

Preparation of U.S. and international transfer pricing documentation as required by the US/international transfer pricing rules and regulations
Preparation of Form 5471 Schedule M & Ns to report the intercompany transactions as part of the U.S. annual tax return filings
Assisting in advising the firm’s professionals on the transfer pricing implications related to the firm’s businesses and/or transactions undertaken by or for the firm

Tax Planning Analyst Resume Examples & Samples

Works with senior tax staff to provide solutions and strategy development to line of businesses
Advise LOB on tax consequences of their business decisions
Drafts and reviews memoranda and initial drafts of tax sections in legal documents
Prepare and analyze relevant data, including modeling exercises in Excel spreadsheets
Perform tax research regarding financial products, e.g., syndications, and securitizations
Perform research to assist with the identification and implementation of strategic tax initiatives
Provide tax support for other functions inside the company, e.g., HR, Payroll, IT and corporate development
Grade 18: Four or more years of experience with accounting/law firms preferably in a Big 4 Accounting or law firm environment, although relevant in-house financial services corporate tax/legal practice will also be considered to be eligible experience. Grade 20: Five or more years of experience. Final grade will depend on years and relevant work experience
Four year college degree (excellent academic standing)
Advanced graduate degree studies in taxation preferred, e.g., JD, LLM or MST
Financial products and services experience helpful but not required
Proficiency in Spanish a plus

Tax Planning & Analysis Rotational Manager Resume Examples & Samples

Support the department’s efforts in identifying risks and opportunities by producing persuasive, data-driven arguments to support management’s decisions
Ability to make recommendations based upon alternative analysis
Minimum of 4 to 6 + years relevant work experience with a reasonable understanding of accounting processes and terminology
Innovative orientation with a proactive approach to problem solving
Excellent analytical skills and the ability to identify and resolve issues
Proven spreadsheet application skills and other database, automation or business intelligence skills (e.g. VBA, JavaScript, SAP, SQL)
B.S. degree in Accounting Information Systems, Tax, Accounting, or Finance

Senior Manager of International Tax & Planning Resume Examples & Samples

Designing/implementing tax planning strategies
Maintenance (compliance modeling) of previously implemented tax planning
Support of corporate development team in evaluating potential acquisition/disposition
Transactions and support of finance organization and the business with strategic initiatives
Minimum of seven years of international tax/planning experience with a Big 4 Public Accounting Firm and/or a law firm
Masters in Tax or JD/LLM preferred
Progressive tax planning experience, related to: U.S. Subpart F and foreign tax credit planning and management
Able to manage internal resources and outside providers to maintain pipeline of value-added planning opportunities
Organizational/project management skills and attention to detail are imperative
Experience with compliance/reporting requirements related to U.S. reporting of international operations (for controlled foreign corporations), and foreign tax credits, and U.S. GAAP reporting for income taxes (ASC 740) as it relates to operations of controlled foreign corporations
Ability to prioritize and meet deadlines in a fast paced environment
Professional communication skills are a must
Partnership allocations experience
Provisioning experience- FAS109 & ASC 740

Manager, State Tax Planning Resume Examples & Samples

Researching state tax technical issues for M&A transactions
Completing tax modeling calculations, as well as computing the state tax impacts of business and regulation changes
Completing state tax research and implementing necessary revisions due to business changes, administrative guidance issuances and case law decisions
Providing assistance to business units on sales and use tax, gross receipts-tax, and property tax matters
Coordinating services provided by third party property tax consultants
Researching and modeling state tax impacts
Performing and reviewing state tax research
Managing and coordinating state tax assistance to business units

Tax Planning Analyst Resume Examples & Samples

Perform tax research and planning for domestic and international tax issues
Advise business leadership of the tax effects of any change in business operations
Draft and review memoranda
Assist with Mergers and Acquisitions, transfer pricing, and information reporting
Prepare "what if" modeling exercises in Excel spreadsheets
Identify and implement strategic tax initiatives
Provide tax assistance to internal departments

Principal, Tax Planning Resume Examples & Samples

Prepares and analyzes highly complex tax records and reports to meet business needs; ensures records are current and accurate
Oversees preparation of claims for tax refunds; researches inquiries from government agencies regarding filings, compliance, and other claims
May be involved in preparing and reviewing tax returns, information forms and other filing requirements associated with international operations. Compiles required data, performs and reviews required calculations
Provides tax review and modeling of proposed mergers, acquisitions, dispositions and restructurings. Provides tax feedback and solutions to senior corporate and operating business executives to ensure that the tax implications of deals and capital planning alternatives are understood and properly considered in their design
Oversees and monitors tax audits. Works closely with other departments and/or senior management concerning tax implications of mergers and acquisitions. Collaborates with other departments and/or clients on special projects as needed
Ten or more years of tax accounting or finance experience
Experience working with tax laws; may include domestic and international
Leadership skills to guide and mentor the work of less experienced personnel
Strong personal computer and business solutions software skills

Tax Planning Director Resume Examples & Samples

Managing the tax aspects of corporate acquisitions, dispositions, joint ventures and investments; including, developing tax structures, performing due diligence, negotiating the tax provisions of contracts, and planning for the integration of acquisitions
Serving as a technical resource to other members of the tax department, with an emphasis on tax controversy, complex treasury matters, and international tax
Developing strong working relationships among cross-functional teams, including Corporate and Legal Affairs, Corporate Development, Treasury, and Venture Integration
10+ years of complex federal income tax planning experience required, with international tax experience a plus

Director of Tax Planning Resume Examples & Samples

Bachelor’s degree in Finance, Accounting or related field
10+ years of Corporate Federal Tax experience, including 5+ years of tax planning/ M&A experience at Big 4, large law firm or a large multinational business
Strong technical knowledge of corporate taxation
Must have the ability to coordinate and work with cross functional teams
Must be able to work with outside advisors in minimizing risk and providing clear, cost effective, tax guidance
Must have strong people management and mentoring skills
Aerospace and defense industry experience
IRS audit defense experience
MS in Taxation and/or JD preferred
Must have strong analytical skills and the ability to model various complex tax scenarios
Must have a strong business acumen
Excellent interpersonal and communication skills (written and oral)

Director Taxation, Tax Planning Resume Examples & Samples

University degree and professional designation
JD with strong academic profile
Experience with national law firm or accounting firm preferred
7 or more years of relevant corporate income tax experience
Strong working knowledge in the application of U.S. corporate income tax law
Experience in developing and implementing corporate income tax planning strategies
Experience with complex corporate transactions for large companies
Experience in taxation of capital markets transactions preferred
Working knowledge of LAN based computer programs including Excel, Word
Able to communicate effectively, both oral and written
Strong tax research skills
Strong analytical skills; able to discern large amounts of information and focus on critical issues
Able to identify and evaluate issues and recommend effective solutions to LOB heads
Sound judgment and decision making
Able to work effectively under tight time frames and meet deadlines
Respect for confidential information/data
Able to team effectively with other members of BMO Taxation and other stakeholders

Tax Planning Manager Resume Examples & Samples

Identify, analyze and implement prudent tax planning strategies domestically and internationally
Assist in tax due diligence and structuring involved with US and international M&A transactional activity
Develop financial models to determine the after-tax cost of various planning/deal structures
Design and maintain a clearly-articulate transfer pricing policy
Proactively assess US and international tax legislative changes
Perform technical analysis of domestic and international tax issues impacting the company and draft supporting memoranda
Participate in the proactive identification and implementation of tax department process improvements to ensure the accuracy and adequate documentation of all tax calculations, reports, and filings
Assist in implementing internal controls to ensure SOX compliance
Minimum of 5 years of relevant tax experience within big four or similar public accounting environment or equivalent within large multinational corporate tax department
JD, CPA or MS Taxation; LL.M. in Tax is preferred
Must have strong knowledge of US federal and international tax concepts, including mergers, acquisitions, dispositions, and outbound transfers
Strong tax/financial modeling skills
Strong interpersonal skills and the ability to be a strong team player with finance and business teams
Ability to develop, maintain and manage relationships with Finance, Treasury and other departments within the company
Must be detail-oriented with a very strong commitment to quality and accuracy
Required computer skills include advanced knowledge of Microsoft Excel, basic understanding of relational database concepts and working knowledge of Microsoft Word and PowerPoint

Tax Planning Director Resume Examples & Samples

A minimum of a Bachelor’s degree is required, preferably with a major in Accounting, Economics or Finance
Master’s Degree in Tax/Accounting/Finance/ or Economics and/or J.D. Degree preferred
US & international Tax area of study preferred
A CPA or other financial certifications are preferred
A minimum of 10 years of finance, accounting, tax, economics or related business experience is required
Industry Experience in Consumer and Health Care is preferred
Experience with overall business value chain and macroeconomics, supply chain & IP tax planning globally is required
Experience working with international/ US governmental groups is preferred
Excellent business partnering and communication skills - specifically the ability to communicate highly technical matters to business partners around the world whose knowledge will be much more general is required
Strong influencing and collaboration skills for all sectors/ functions of J&J and all regions around the world are preferred. This position partners with multiple stakeholder across the enterprise and external partners, including a network of legal advisors across the globe
Ability to develop talent and lead teams across the enterprise is preferred
Ability to drive innovative solutions to meet business needs & to manage risk in a quickly changing external environment is required
Strong knowledge in international and US tax is required
Business development experience is preferred
This position is located in New Brunswick, NJ
This position may require up to 30% domestic and international travel.Tax

Tax Planning & Advisory Analyst Resume Examples & Samples

Bachelor’s degree in Law, Accounting or Business
4 + years of related Brazilian transaction tax experience, including Indirect taxes (PIS, COFINS, IPI, ICMS, ISS), Direct taxes (IRPJ/CSLL), cross-border taxes (IRRF, IOF, CIDE, PIS/COFINS-importação) and Transfer Pricing rules
Excellent written and verbal communication skills in English and Portuguese
Knowledge in accounting concepts and Brazil tax regulations, laws and standards
Professional certification in law or accounting a plus
Ability to understand and work with ERP systems
Need to be hands-on, organized and strongly committed to team work
Capable of meeting deadlines

Senior Manager, Intl Tax Planning Resume Examples & Samples

Mergers and acquisitions
International and domestic structuring
Contract manufacturing
Intellectual property migrations
US tax implications of international and domestic transactions
Project Planning
At least eight years in tax - combination of years with a Big 4 public accounting firm and/or a Tax Department of a Fortune 500 company
BS degree preferred (preferably in business administration or accounting)

Tax Planning Director Resume Examples & Samples

Directs and ensures the implementation of operational policies through subordinate managers
Interacts internally and externally with executive management involving negotiation of difficult matters to influence policy
Interact with other internal organizations(Legal, Business Operations, etc) to provide tax advice and identify tax planning opportunities resulting from changes in business processes or operations
Work with foreign and US tax consultants to understand relevant tax rules
Creating financial models to illustrate the tax consequences of various alternatives
8 to 15 years of relevant multinational corporate tax experience with a Fortune 500 company, law firm and/or CPA firm
Detail oriented, analytical, and able to manage multiple tasks in a fast paced environment

Tax Planning Manager Resume Examples & Samples

Bachelor’s degree in accounting with CPA or MST or JD
8-10 years international and federal tax experience in Big 4 or comparable tax experience in a large multinational corporation
Strong research, analytical and documentation skills
Strong financial modeling skills using Excel as well as proficiency with Word and Power Point
Strong project management skills with the ability to multitask and prioritize competing projects to meet constant deadlines in a dynamic environment
Ability to apply and adapt gained experiences/knowledge to new situations
Strong verbal and written communication skills and ability to interact with all levels of an organization and outside advisors
Computer proficiency with HFM and Corp Tax a plus
Ability to multitask and prioritize competing projects to meet constant deadlines in a dynamic environment
Ability to develop and mentor staff and manage the pool staff with the other areas of the tax department to ensure there are sufficient resources to drive the projects during the year

Tax Planning Specialist Eala Resume Examples & Samples

Work effectively within the EALA Tax team, interact effectively with both tax and non-tax colleagues, the Client (as required), Corporate Development and Transaction Services, Legal, Treasury, Client Financial Management and external advisers
Provide tax planning and advisory activities and advice of client engagements and corporate acquisitions and the implementation of both local and global tax planning initiatives
Assist in the development and efficient maintenance of processes to manage compliance and reporting activities across EALA
Assist in the development of tax planning proposals
Effectively manage/coordinate the projects assigned
Support and provide technical advice to Country Controllership as required
Manage the input of external professional advisers
Support Tax leadership in the successful implementation of global initiatives across EALA, e.g. share plans
Work with other tax groups to ensure the harmonization of in country tax planning. E.g. Client Tax Matters and Individual Tax Matters
Significant exposure within international taxation, planning and projects
Exposure in international taxation would be a significant advantage, as would foreign language skill in French or Spanish
University degree and a recognised post graduate tax qualification and or equivalent

International Tax Planning Manager Resume Examples & Samples

Support Int’l Tax Direct by providing analysis and tax technical support of planning, new initiatives, reorgs and int’l M&A
Collaborate in minimizing tax liability through advanced knowledge of tax laws and regulations and best practices and provide summaries and analysis of new Treasury/IRS rules and regulations and new tax legislation
Assist and participate in mergers & acquisitions, subpart f, E&P analysis, and foreign tax credit analysis, and tax planning initiatives
Prepare tax filings during compliance season
Participate in developing best practices and efficiencies for compliance function. With int’l group, analyze various tax laws, regulations and procedures and advise internal business and tax groups on US treatment of new initiatives and proposals
Support the transfer pricing group on any int’l transfer pricing as required
Participate in the drafting of tax technical memoranda, Sub F, FTC and OFL models, steps plans, and presentations with Int’l Tax Director
Analyze and summarize tax information and prepare reports. Identify new opportunities for int’l tax planning or risk management as well as maintaining current tax processes
Ensure that business unit developments are fully communicated and included in all int’l planning and compliance
Coach and mentor staff and other tax department team members and develop relationships with key stakeholders and business partners
Support Treasury on management of cash in overseas locations
Monitor legislative developments related to international operations
Assist in the development of a strategy to administer the US international tax filing and compliance process and automation of the overall project
Manage the US international tax filing and compliance process to ensure accurate and timely filed tax returns
Oversee the completion of the international tax forms part of the consolidated WBA US Tax return (i.e., Forms 5471, 8858s, 8865s and 1118s) to ensure full compliance with US tax law, including Subpart F, foreign tax credits, earnings and profits calculations and transfer pricing
Assist with the review of the annual and quarterly tax provision related to foreign operations including review of the foreign tax credit calculations
Oversee the preparation and review of disclosure statements and elections related to international acquisitions, restructurings and tax planning
Assist with preparation of transfer pricing documentation
Support the Federal Tax Audit Group involving international issues and the related information requests. Collaborates with WBA non US tax departments upon request on audits of overseas companies by foreign taxing authorities
Develop, mentor, coach and manag staff ensuring the development of employees through orientation, training, establishing objectives, communication of rules, and constructive discipline; builds employee morale, motivation and loyalty
Assist in the identification and management of key risks emanating from international tax operations, compliance, and reporting
Bachelor’s Degree in Accounting or Finance and at least 5 years of tax experience with an accounting firm, law firm or company with sales in excess of $5 billion
Experience with global business(es) in US tax compliance and IRS audits
Knowledge of international income taxes
Experience with Subpart F, transfer pricing, and foreign tax credits
Experience preparing Forms 5471, 8858, 8865 and 1118
Experience with software programs such as CorpTax and Sharepoint ( i.e., tax Erooms and tax return preparation software)
Willing to travel up to 15% of the time for business purposes (within states and overseas as necessary)
At least 1 years of experience directly managing people, including hiring, developing, motivating, and directing people as they work

Tax Planning Associate Resume Examples & Samples

Respond to Internal Revenue Service Information Document Requests
Analyze and document company’s accounting for uncertain tax positions
Assist provision, federal and state compliance teams
Participate in non-recurring projects
Bachelor's degree in Accounting, Finance or related field and 3 years of relevant professional experience. 1 year of relevant experience with a Master's degree
Must be proficient in Microsoft Office (Excel, Power Point and Word)
Master's degree in Tax
Excellent oral and written communication sills

International Tax Planning Manager Resume Examples & Samples

Assist with international tax planning and structuring projects including corporate acquisitions, divestitures and reorganizations, operational initiatives and other corporate led projects
Manage tax due diligence and integration for M&A transactions
Interact with other internal organizations to provide tax advice resulting from changes in business processes or operations
Manage all aspects of various worldwide tax projects, including analyzing relevant tax law for tax planning transactions, working with foreign and US tax advisors and regional tax teams to understand relevant tax rules
Assisting with financial models to illustrate the tax consequences of various M&A and international planning transactions
Advise senior management of the business impact of new tax laws and related income and transaction tax regulations, court decisions and proposed tax legislations

Tax Planning & Projects Resume Examples & Samples

Team member on planning projects and other tax initiatives to achieve operational flexibility and administrative efficiency, while providing cash tax savings and successful effective financial tax rate management
Participate in acquisitions/divestitures and development of investment proposals, including development of related tax forecast models, in order to identify tax planning opportunities, recommend tax effective methods to optimize return on investment, and ultimately to add value to transactions through the tax function
Interface directly with federal, state/local, and international tax compliance teams
Provide support to tax accounting and tax compliance functions. Through tax research and analysis, advise and assist Tax Management on complex tax issues and alternative tax strategies related to U.S. and foreign acquisitions, mergers and reorganizations, corporate finance projects, tax deal structuring, foreign tax credit and dividend repatriation planning, and other analogous tax planning techniques, with the goal of supporting company business objectives by adding value through optimization of tax benefits
Utilize leadership skills and job knowledge to successfully manage multiple tax projects using internal resources as well as outside advisors. Monitor and anticipate changes in state and federal tax rules, regulations, and interpretations; analyze their impact, advise Director of Tax regarding the effect on tax accounts and company operations, recommend and implement responsive action plans
Assist in the analysis of intercompany cross border financing transactions and intercompany product transfer pricing, consult with Director of Tax to develop positions which satisfy reasonable foreign tax planning objectives yet minimize exposure to U.S. and foreign tax authority assessments; support Director of Tax in consulting with various business units in obtaining their input and approval in order to implement agreed upon transfer pricing mechanisms
Effectively apply complex transfer pricing concepts and economic/financial knowledge to diverse situations
Participate with outside consultants to provide the annual transfer pricing study, including a fully integrated approach to transfer pricing, prepare documentation, defend transfer pricing in audits
Fully supports Company goals of continuous improvement and operational excellence at strategic and tactical levels including reviewing area of responsibility for improvement opportunities to initiate projects or communicate ideas to management as well as active participation on project teams
Comply with all Company policies and procedures
Strong analytical and modeling skills
Excellent verbal/ written communications skills
SAP and OneSource experience highly preferred
Proficiency in Checkpoint, BNA, or other online research tools Bachelor’s degree in Accounting from a 4 year college or university
Masters of Tax preferred
Minimum 5 years work experience including experience with tax planning, M&A, international tax and accounting for income taxes (IFRS 12)
Big 4 Public Accounting experience is highly desirable
Travel up to 10% including air travel or auto travel

Tax Planning Manager Resume Examples & Samples

Communicates complex technical tax issues to management and internal stakeholders
Drafts tax provisions in deal documents and prepares technical tax memoranda
Serves as the single point of accountability for federal tax issues and identifies non-federal tax issues to be addressed by applicable subject matter expert
Works with Governmental Affairs, Investor Relations, and Communications to promote the Company's legislative priorities and assist with communications
Member in Good Standing of State Bar

Tax Planning Director Resume Examples & Samples

Your ability to communicate clearly with highest levels of management in an effective manner
Your excellent research and analytical skills
Your demonstrated ability to work well in a team-based environment
Your thorough knowledge of the taxation of flow through entities
Your excellent communication skills and your ability to multi-task and successfully manage many priorities at once

Senior, Domestic Tax Planning Resume Examples & Samples

Communicate and coordinate with cross-functional teams, including Legal, Accounting and Treasury
2-3 years of federal income tax planning experience
Self-motivated, organized, and able to take ownership of projects
Ability to multi-task and prioritize competing projects to meet constant deadlines in a dynamic environment

Director of Tax Planning Resume Examples & Samples

Bachelor degree in accounting with Master's degree, in Accounting/Tax or Law degree preferred
Minimum 12 years of experience with large multinational corporate tax structures or equivalent relevant experience
Minimum 6 years of supervisory and/or management experience
Minimum 6 years tax planning experience in either a public accounting, law firm, or corporate tax environment
In-depth knowledge of US international tax law required; knowledge of foreign tax law a plus
In depth understanding of non-tax considerations related to tax planning initiatives including but not limited to treasury, accounting and legal knowledge
Proven organizational and project management skills in fast-paced environment
Excellent analytical skills with the ability to review numerical tax analysis and supporting details in support of the projects
Demonstrated ability to establish and maintain constructive working relationships with general management and tax and non-tax professionals in a multi-cultural environment
Results-oriented team player and leader

Director of Tax Planning Resume Examples & Samples

Leads domestic and international tax planning including
Operational and other transactional tax planning including optimizing and structuring business transactions
Intercompany transactions, financing, and transfer pricing
Entity formation analyses and U.S. tax elections
Consolidated return considerations and planning
Modeling effects of planning and implications of tax law changes; and
BEPS and other international matters
Cross-functional collaboration to support deals and business transactions
Oversees tax aspects of M&A/structuring activity including collaboration with outside advisors, various internal stakeholders, and other members of the tax team to manage the company transactions
Work with legal team and outside advisors to review the tax aspects of intercompany and other agreements
Review tax clauses in various contracts and recommend changes and best practices
Collaborates with cross-functional teams including acquisitions, Legal, Accounting, and Treasury
Tax Reporting and Compliance
Management of the interim and annual tax reporting and related disclosures as it relates to tax planning projects and complex U.S. international tax analyses
Review and opine on reporting for uncertain tax positions related to tax planning, U.S. international tax, and non-U.S. tax positions
Responsible for reviewing non-U.S. valuation allowances
Assist with the determination of presentation and disclosures on financial statements for provision and deferred accounts
Interact closely with tax compliance personnel to assure tax planning, M&A transitions, and other tax technical matters are appropriately addressed in the various prepared tax returns
Serve as subject-matter expert in the full range of inbound and outbound U.S. international taxation areas including Foreign Tax Credit, Subpart F, Section 987, withholding tax, and earnings and profits in CFCs
Manage audit defense for U.S. federal and state tax inquiries
Keep abreast of and disseminate information regarding new tax developments to the tax department, finance leaders, and other impacted groups within the company
Seeking an experienced Manager through Senior Manager level individual with 7-12 years of tax planning, Big 4, or combination with equivalent industry experience
Exposure to complex transactions and legal entity structures with significant U.S. international tax knowledge
Successful track record of working in a dynamic, fast-paced and changing environment that is results oriented and collaborative
Willingness to “roll up the sleeves” to manage priorities
Conversant in complex legal, tax, accounting and operating structures
Proven ability to effectively communicate complex tax issues to executives and other departments
Excellent oral and written communication skills, including presentation skills
Effective analytical, problem-solving and decision-making skills
Project management skills and ability to prioritize and handle multiple issues and projects concurrently
Strong international and domestic taxation experience – compliance, research, planning, forecasting, and accounting
Working knowledge of U.S. state and local taxation and non-U.S. tax concepts

Tax Planning Analyst Resume Examples & Samples

College Degree (Bachelors Level)
CPA preferred, Big 4 accounting firm experience preferred
JD or MST preferred
IRS Tax controversy experience preferred
Knowledge of inventory valuation (LIFO, FIFO, ACE) preferred
Transfer Pricing experience preferred
Familiarity with MS Excel preferred
Knowledge of SAP preferred

Director, Renewables & Tax Planning Resume Examples & Samples

Responsible for complete and accurate tax analysis for any acquisition or restructuring related to investments in renewables. Responsibility for the critical assessment of advice from any external advisor, including external spend, in order to make M&A investment recommendations relating to the operation and growth of the US renewables portfolio and unique industry specific rules, while being mindful of the best interests of AES, each JV Partner and Tax Equity
Work collaboratively with finance, treasury and business development teams to provide high quality tax support for M&A and business driven transactions including application of unique industry specific rules
Work closely with the Director of US Tax Reporting - Corporate and JV Partner equivalent on technical tax issues outside of core transaction support work to ensure tax implications of business and tax driven transactions are timely communicated and appropriately reported in provision and tax filings
Ensure ETR and cash tax savings are achieved in line with annual targets
Monitor and anticipate legislative changes to U.S. federal and state and local tax laws, identifying opportunities and adverse consequences
Build and manage team member, with a focus on accuracy and efficiency, and mentor other members of the US-Domestic tax team
Strong industry, HLBV and partnership tax technical experience required. ASC740, modeling and compliance skills preferred
BS Accounting/CPA/MST or LLM strongly preferred
Twelve years or more of experience; Big 4 accounting firm and large corporation tax department experience preferred
Excellent judgment and verbal communication skills; Ability to synthesize large volumes of information quickly and accurately to advise on economics of various strategic decisions; tailor information to convey, timely, the most relevant data and decision points with various audiences (e.g. AES leaders, JV Partners, Tax Equity, supervisors, tax peers and financing and business teams)
Strong organizational, management and writing skills. Ability and desire to build a team that is the right scale while being mindful of risk, materiality and cost benefits

Tax Planning Manager Resume Examples & Samples

Assist in implementing Danone’s tax policy for Danone Noram
Participate in due diligence and integration for M&A projects
Assist in the mapping and modelling of the tax profile of the Danone Noram companies, including both Federal and State & Local taxes
Prepare forecasts of tax outcomes and consequences for Danone’s budgeting process and present the results to HQ on a quarterly basis
Work closely with the tax compliance team to ensure accurate and timely reporting of tax consequences
Communicate with business and operational team leaders in regards to planning opportunities and internal reporting matters
Coordinate with Danone’s finance teams and local advisors to ensure appropriate compliance and documentation
Develop risk mitigation plans for tax exposures identified from communication with the business teams, tax compliance team, or resulting from recent tax audit activity
Research technical issues relating to business transactions and draft technical memos for review by tax management as well as prepare a concise assessment of the matter to inform business management
Monitoring, and staying current on, tax laws, rules, and regulations and accounting pronouncements impacting the Company
QUALIFICATIONS
CPA/CA, Masters of Tax, JD or other advanced degree in Taxation a plus
5-8 years at Big 4 or relevant in-house tax experience required
Expert proficiency in Microsoft Office Suite and tax research databases (e.g., Checkpoint)
Excellent verbal and written communications in English required
Fluency in non-English language(s) a strong plus
Ability and willingness to travel occasionally

Tax Planning Associate Resume Examples & Samples

Assist with the federal income tax aspects of internal transactions, including legal entity restructurings, intercompany cash flow, internal stock transactions, and settlement of intercompany accounts
Support various aspects of business transactions by recommending tax efficient structuring, performing due diligence, reviewing legal agreements, and planning for post-acquisition integration
Research and document complex tax issues to validate recommendations regarding domestic business transactions and to support other company tax positions
Coordinate with functional groups within the Tax department to ensure consistent treatment of positions, ensure all local and US tax and GAAP accounting impacts of transactions are thoroughly reviewed, and ensure transactions are properly reflected in the US income tax return
Participate in the proactive identification and implementation of Tax department process improvements to ensure the accuracy and adequate documentation of all tax calculations, reports, and filings
Masters in Tax or JD (juris doctor) is required, LL.M. in Tax is preferred
Strong research, analytical, and documentation skills
Ability to multi-task and prioritize competing projects to meet constant deadlines in a dynamic environment; and

Tax Planning Manager Resume Examples & Samples

Strong transactional tax background (focused on acquisitions, dispositions, financings, reorganizations (acquisitive and divisive), restructurings, and joint ventures)
5+ years of experience (1) working with the rules in Subchapter K, Subchapter C, and the consolidated return regulations; (2) structuring and documenting complex M&A transactions; (3) drafting tax memoranda, opinions, and ruling requests; (4) reviewing transaction documents and drafting tax provisions; (5) reviewing and commenting on the tax aspects of financial models; and (6) supporting critical business operations and managing various projects/workstreams
Strong organizational and interpersonal skills, including the ability to coordinate effectively with various subject matter specialists and proactively support internal customer relationships
Two (2) years of experience preferred working on M&A tax issues at an Am Law 100 law firm or in the M&A group or Washington National Tax office of a "Big 4" public accounting firm. Energy industry preferred, but not required

Tax Planning Analyst Resume Examples & Samples

Identify & report to management potential areas of tax/customs non-compliance; prepare proposals how to mitigate tax risks; monitor the implementation of appropriate corrective actions
Hold regular reviews of the principals and practices in respect of tax compliance. Ensure that in respect of taxation all transactions are planned in advance and implemented in the cost efficient way Review contracts, internal orders, other similar documents in order to ensure full compliance with tax/customs legislation as well company principles & practices related to taxation
Draft responses to queries from tax authorities and prepare arguments against any fines/penalties
Prepare transfer pricing report
Monitor all changes in Ukrainian tax legislation & timely provide the update to management
Perform other tasks and accountabilities implied in or related to the position purpose

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