Tax Services Senior Manager Resume Samples
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Tax Services Senior Manager Resume Samples
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MR
M Ritchie
Maxie
Ritchie
9929 Bogan Motorway
Detroit
MI
+1 (555) 433 0421
9929 Bogan Motorway
Detroit
MI
Phone
p
+1 (555) 433 0421
Experience
Experience
San Francisco, CA
Tax Services Senior Manager
San Francisco, CA
Gaylord and Sons
San Francisco, CA
Tax Services Senior Manager
- Assist in developing the EY thought leadership culture (i.e., assisting with the development of standard methodologies and sharing best practices)
- Manage the work of client service team members and management staff
- Participate in managing the PCS group by assisting in forecasting future work, delegating work effectively and resolving staffing issues
- Analyze complex client issues and assist in developing recommendations and implementation plans. Create innovative solutions to complex issues
- Manage the work of client service team members and management staff. Participate in and contribute to attaining team goals
- Develop and guide staff and other junior tax professionals by providing effective performance feedback
- Manage the work of client service team members. Provide training and retain team members
Boston, MA
GCR, Annuity Tax Services, Senior Manager
Boston, MA
Bergstrom, Reichert and Koepp
Boston, MA
GCR, Annuity Tax Services, Senior Manager
- Working with a wide range of people across the global practice to manage deadlines and deliver work efficiently
- Working with clients to identify relevant tax opportunities; providing insightful, industry specific advice on a range of tax issues
- An enthusiastic attitude and flexible approach to work
- A pragmatic approach to problem solving
- Managing the end to end process for the clients in your portfolio, which will include opportunity identification right through to delivery
- Ensuring a high level of client service
- Building strong client relationships for current and target clients
present
Houston, TX
Tax Services Senior Manager National Tax Fiduciary Trust Tax
Houston, TX
Macejkovic Inc
present
Houston, TX
Tax Services Senior Manager National Tax Fiduciary Trust Tax
present
- Successful performance in this position is dependent on the management of the engagements assigned
- Strong interest in business development
- Participates in and/or leads client meetings, team meetings and executive strategic meetings, working within a team environment
- Manage all aspects of engagements assigned by the FTTS Executive Director
- Assist with pursuits as requested
- Communicates with client liaison and/or client trust administration team on a regular basis as well as with Senior Tax Manager
- Reviews returns prepared by other staff based on established criteria
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of South Florida
Bachelor’s Degree in Accounting
Skills
Skills
- The ability to proactively engage clients to describe and market our value-added global trade services and deliver high-quality project deliverables
- Supervising a motivated team of professionals; supporting them in the development of the skills, knowledge and opportunities to reach their full potential
- Professional knowledge in a broad range of state and local Income/Franchise tax processes, concepts and tools
- Ability to work in fast-paced professional services environment
- Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential
- Leading a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential
- Professional knowledge in a broad range of sales and use tax processes, concepts and tools
- Translating complex data from a range of sources into client-ready insights and deliverables
- The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
- Building client relationships and demonstrating your deep knowledge of the real estate, hospitality and construction industry
1 Tax Services Senior Manager resume templates
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1
International Tax Services Senior Manager Resume Examples & Samples
- Effectively applying complex US and foreign tax concepts to client situations
- Performing US GAAP and tax compliance and consulting; and
- Inbound and outbound transaction consulting, multi-national corporation experience, transfer pricing, foreign tax credit utilization, and tax minimization
2
Tax Services Senior Manager Resume Examples & Samples
- Operating Strategy and Organization Design - assist the client in identifying improvement opportunities and evaluating current tax department roles/responsibilities and skill sets
- Process and Controls Enhancement - re-design tax processes with enabling technologies to increase efficiency and reduce risk
- Data and Systems Effectiveness - work with finance and IT teams to increase tax data quantity and quality within financial systems
- Key Risks Identification, Prioritization, Monitoring and Remediation - assess tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404
- A bachelor's degree with an emphasis in accounting and a minimum of 8 years of related work experience in tax process improvement experience or equivalent experience in business or industry preferred; or a master's degree and at least 7 years of related work experience preferred
- FAS 109 experience and/or corporate income tax compliance experience preferred
3
Tax Services Senior Manager Resume Examples & Samples
- Demonstrate an understanding of increasingly complex commercial real and personal property tax concepts and effectively apply tax knowledge to client situations
- Manage the work of client service team members and management staff
- Lead in developing recommendations and implementation plans
- A degree in accounting, finance, or economics preferred; an advanced degree in tax or law is highly desirable and a minimum of 6+ years of relevant property tax consulting experience or the equivalent experience in business or industry
4
Tax Services Senior Manager Resume Examples & Samples
- Build client relationships and demonstrate knowledge of client business
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance client service delivery
- A minimum of 8 years of relevant partnership tax experience with 4 years of recent experience with a public accounting firm is preferred
5
Tax Services Senior Manager Resume Examples & Samples
- Demonstrate an understanding of complex financial planning concepts and income tax matters and effectively apply knowledge to various clients
- Build on tax technical competence by keeping up to date on trends, developments and technical authorities and apply them to sometimes complex situations
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery
6
Tax Services Senior Manager Resume Examples & Samples
- Lead and deliver large, complex engagements that drive strategic HR organizational change for our clients. Be responsible for developing, maintaining and growing client relationships and leading project teams from planning through execution
- A bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience, a minimum of 7 years of industry experience advising clients on how to maximize the efficiency and effectiveness of their HR service delivery model and operation of the HR function, ranging from HR strategy to process design to shared and self-service applications and enabling technologies, and considering insourcing, outsourcing, and offshore solutions. CPA, JD or Enrolled Agent certification
- Experience with global or multi-national projects, defining business strategy, requirements and technology needs, including program/design, process, risk, and controls, business development/marketing experience within a professional environment
- Ability to facilitate client discussions, collaborate with clients, identify engagement follow-on opportunities, and have a strong desire to excel, ability to assess, develop, design, implement, and monitor any area of HR operations from a people, process and technology perspective
- Proven ability to transfer knowledge and motivate staff as well as initiative to stay abreast of current trends and technical advancements, direct, train and mentor staff, providing guidance and productive feedback, strong follow-through ability, attention to detail and a mindset for producing quality work
- Excellent client service, interpersonal, communication, organizational, and project management skills, strong numbers acumen, including outstanding analytical and quantitative abilities
7
Tax Services Senior Manager Resume Examples & Samples
- Analyze complex client issues and assist in developing recommendations and implementation plans. Create innovative solutions to complex issues
- A bachelor's degree and approximately 8 years of related work experience; or a graduate degree and approximately 4-5 years of related work experience
- Excellent analytical and organizational skills
- Strong interpersonal and verbal/written communication skills, along with a positive attitude
8
Tax Services Senior Manager Resume Examples & Samples
- Work on a variety of engagements, incorporating technology to address complex ACA problems
- Strong communication skills and executive presence
- Ability to manage a small team and effectively manage client expectations
9
Tax Services Senior Manager Resume Examples & Samples
- Serve as a subject matter professional (SMP) to lead and/or support annuity health & welfare engagements, including H&W benefit plan pricing and re-design, vendor selection and management, postretirement actuarial valuations, and post-retirement benefit plan audit reviews
- Team with other Performance & Reward professionals in compensation and benefits due diligence; post-merger integration; and/or human resources transformation, process improvement and risk management projects
- Communicate benefit financial and design results to clients, particularly to executive management/”C”-suite
- Demonstrate project management skills along with technical and business knowledge to ensure that the quality of work products and project deliverables meet clients' expectations
- Coordinate staffing and fulfillment on projects
- Contribute to EY’s thought leadership culture (i.e., continuous improvements to methodologies and sharing of best practices)
- A bachelor's degree with an emphasis in mathematics, computer science, economics, finance, business or other technical area and a minimum of 8 years of related H&W underwriting, cost management and actuarial valuation experience, preferably in a professional services environment
- Working knowledge of the U.S. Health Care Reform law and associated financial modeling and compliance requirements
- Active membership in the American Academy of Actuaries and minimum ASA
- Willingness and desire to develop business internally and externally
- Strong follow-through skills, attention to detail, and a focus on quality
10
Tax Services Senior Manager Resume Examples & Samples
- Manage projects and perform and/or supervise internal and external market competitive analysis for various executive compensation projects, including base salary, annual incentives, and long-term incentives
- Assist with or manage the design and implementation of various compensation programs and assess the prevalence of these programs within diverse industries
- Help to grow and sustain ongoing client relationships
- Coordinate staffing and fulfillment on projects, including assisting with staffing projects on a national basis through our compensation knowledge network
- Assist in developing the EY thought leadership culture (i.e., assisting with the development of standard methodologies and sharing best practices)
- A Bachelor's degree with an emphasis in accounting, business, finance, human resources, or related field and a minimum of 8 years executive and compensation consulting experience, preferably in a professional services environment
- MBA, Masters of Tax, or JD is a plus
11
Tax Services Senior Manager Resume Examples & Samples
- A bachelor's degree in a related field
- A minimum of 6+ years of technology, tax or related experience
- Approximately 6+ years experience in a managerial capacity
- Excellent communication and presentation skills to effectively present technology information to customers across all levels within the organization
- Proven ability to present technology to support professional services in prospective client situations
- Knowledge of current automated tax processing systems and tax laws within an area of technical specialization
12
Tax Services Senior Manager Resume Examples & Samples
- Project management, leading engagements and issue resolution
- Financial management
- Knowledge sharing across both Asia Pacific and globally
- Leading business development activities and proposals, identifying opportunities for additional EY services and or extensions to EY outsourcing services, and assisting with proposals including pitches; and
- Coaching and training
13
Tax Services Senior Manager Resume Examples & Samples
- Collaborate with a team of Performance & Reward professionals consisting of actuaries as well as compensation, plan administration and transaction professionals
- Perform Internal Revenue Code and ERISA research involving a variety of qualified plan and executive compensation issues; be involved in tax provision reviews for qualified plans
- Track and assess project goals, plans, issues, timelines, action items and budgets using project management tools and methodology
- Assess client satisfaction throughout the engagement process and take appropriate action as necessary
- A Bachelor's degree with an emphasis in accounting, business, finance, human resources, or a related field and a minimum of 8 years of experience in tax and employee benefits law
- MBA, Masters of Tax, or JD with strong academic credentials preferred
- CPA, Enrolled Agent or Bar membership is required
- Strong project management, organizational, business development and client-facing skills are necessary
- Strong staff development and mentoring skills
14
Tax Services Senior Manager National Tax Fiduciary Trust Tax Resume Examples & Samples
- Assist and coach staff with reviewing/correcting transaction data bridged from client accounting systems to tax systems. Facilitate communications and provide assistance to team members by sharing knowledge, offering advice and making decisions to meet engagement deliverables
- Participates in and/or leads client meetings, team meetings and executive strategic meetings, working within a team environment
- Participates in new business pursuits for existing clients and new prospects as requested
- Review and monitor engagement profitability, staff efficiency and workload assignment to meet deliverables
- Communicates with client liaison and/or client trust administration team on a regular basis as well as with Senior Tax Manager
- Assist with pursuits as requested
- Bachelor’s degree in accounting or business administration with approximately 8 years related work experience; or a graduate degree (Tax or Law preferred) with approximately 7 years of related work experience
- CPA, JD or EA certification
- Demonstrated excellent interpersonal, analytical, and problem-solving ability
- Proficient with software applications, including Microsoft Word, Excel, company specific systems and trust tax software
15
Tax Services Senior Manager Resume Examples & Samples
- A bachelor's degree with an emphasis in accounting or finance and a minimum of 7 years of related experience in direct taxes or an ERP specialty
- CPA or EA certification, or ERP Proficiency (SAP, Oracle, PeopleSoft, JD Edwards, etc.) as an integrator or as an end user with deep understanding of the ERP
- Demonstrated business development ability
16
Tax Services Senior Manager Resume Examples & Samples
- As a senior manager, leading your team to provide timely and accurate advice regarding visa options and other related immigration issues including business sponsor obligations and immigration compliance
- You are a high performer with consulting experience gained within an immigration service's environment or large multinational organization
- Have strong technical immigration knowledge and experience in handling a wide range of visa issues
- You're a natural leader with the professional presence and confidence to operate at the most senior levels of an organization
- Experience in developing junior team members is a definite advantage
17
Tax Services Senior Manager Resume Examples & Samples
- Demonstrate an understanding of complex tax concepts and effectively apply tax knowledge to client situations
- Identify and sell opportunities for tax planning and other special services
- Manage small and large client service personnel/teams and lead marketing efforts in bringing thought leadership and service opportunities to our clients and the marketplace
- Strong team player, with good leadership ability. One that works very well in a collaborative and teaming environment
- In addition to core income and/or franchise tax opportunities, ability to identify other SALT services and involve the right subject matter specialists to ensure the highest quality of service for our clients
- A degree with an emphasis in accounting, finance, or a related field preferred; an advanced degree in tax or law is highly desirable
18
Tax Services Senior Manager Resume Examples & Samples
- Support the client in addressing human capital matters through all stages of acquisition, divestiture and merger, including pre-transaction diligence, negotiation, pre-close Day One planning, post-close integration or implementation
- Analyze data and present conclusions
- CPA, ASA or State Bar certification
- PHR would be beneficial
- Proven analytical skills (either a relevant degree or post graduate qualification)
- Knowledge and experience in one or more of the following areas: reward, employee benefits, executive compensation, equity, employment compliance, redundancy, trade unions
- Understanding of financial accounting and reporting related to compensation and benefits, including impact on business financial value in transactions; familiarity with tax implications of human capital in transactions a plus
- Knowledge of and experience in the HR aspects of mergers and acquisitions
- Excellent analytical skills, including understanding of financial analysis and accounting principles
- Great teaming skills; ability to integrate with new cross-functional and cross-border teams quickly
19
Tax Services Senior Manager Resume Examples & Samples
- Demonstrate a broad understanding of and ability to master increasingly complex tax concepts
- Demonstrate considerable technical real estate tax and transactional skills, and effectively apply tax knowledge to client situations
- Prepare memoranda, opinions, private letter rulings and other documents for submission to the Internal Revenue Service or Treasury Department and review real estate-related agreements
- Help develop and guide staff by providing effective performance feedback and making certain team responsibilities are consistent with skills and goals
- A valid US CPA or progress toward a CPA license or licensed attorney designation
- Proven experience with a diverse client group required (e.g., developer or owner, publicly traded real estate investment trusts, private equity, opportunity funds, pension funds and hotels)
- Comprehensive technical and writing skills
20
Tax Services Senior Manager Resume Examples & Samples
- A bachelor's degree and approximately 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience
- A minimum of 7 years of industry experience in HR with exposure to multiple Talent Management areas (Recruiting, Workforce Analytics, Onboarding, Succession Planning, etc.)
- HR technology exposure
- Willingness and ability to travel regularly
21
Tax Services Senior Manager Resume Examples & Samples
- Operating strategy and organization design – assist the client in identifying improvement opportunities and developing and aligning organizational operating models and metrics
- Process and controls enhancement –- design effective process and internal controls with enabling technologies to mitigate tax risk and improve corporate governance
- Risk assessment and management – assess and monitor enterprise tax strategic, operational, compliance and reporting risks
- Tax-effective finance data management and systems enablement – work with finance and IT teams to increase the tax sensitivity of finance data in ERP systems (e.g., SAP and Oracle) and in-close, consolidation and reporting tools (e.g., Hyperion, BPC)
- Travel (approximately 80% travel is required)
- Undergraduate emphasis in accounting and at least 10 years of related work experience in tax process improvement and/or tax compliance and reporting or a master's degree and at least 9 years of related work experience
- One of the following certifications: CPA (those who are eligible to sit for the CPA exam must achieve this certification in order to be eligible for promotion), LLM or JD (must be an active member of the bar), Project Management Professional, Six Sigma, Lean or equivalent certification, Certified Member of the Institute from the Institute for Professionals in Taxation or equivalent accounting certification in other countries (e.g., Chartered Accountant)
- Income tax provision, income tax compliance and income tax audit experience preferred
- Experience with internal audit monitoring of tax function controls and SOX 404 experience highly desirable
- Relevant experience in one or more of the following preferred but not required: a) tax software products, such as CorpTax, OneSource, etc.; b) tax data and reporting requirements for ledger and consolidation systems, such as SAP, Oracle, Hyperion, etc.; and c) tax process and operational assessments
- Big Four or professional services experience highly desirable but not required
22
Tax Services Senior Manager Resume Examples & Samples
- Operating Strategy and Organization Design – assist the client in identifying improvement opportunities and developing responsive organization operating models and metrics
- Process and Controls Enhancement – design effective and controlled tax processes with enabling technologies to increase efficiency and reduce risk
- Tax-Effective Finance Data and Systems – work with finance and IT teams to increase the tax-relevancy of finance data in ERP systems (e.g., SAP and Oracle), and in closing, consolidation and reporting tools (e.g., Hyperion and BPC)
- Undergraduate emphasis in accounting or finance and approximately 10 years of direct tax experience, including corporate income tax compliance and tax provision (9 years if candidate has a master’s degree); or 9 to 10 years of sales and use tax, VAT, or corporate indirect tax compliance experience
- Relevant experience in one or more of the following is preferred: Tax software products such as Vertex, ONESOURCE Sabrix, tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; tax process and operational assessments; ERP Value Engineering for Tax (identifying value opportunities that can be realized through improved access to data); ERP Integration for Tax (identifying data requirements to support tax accounting, compliance, and strategy); experience working on ERP integration team (SAP, Oracle, PeopleSoft, JD Edwards, etc.) to ensure availability of tax sensitized data
- One of the following certifications: CPA (those who are eligible to sit for the CPA exam must achieve this certification in order to be eligible for promotion), LLM or JD (must be an active member of the bar), Project Management Professional, Six Sigma (Lean or equivalent certification), Certified Member of the Institute for Professionals in Taxation, or Equivalent accounting certification in other countries (e.g., Chartered Accountant)
- Excellent managerial, leadership, organizational, and verbal and written communication skills
- Business development experience
23
Tax Services Senior Manager Resume Examples & Samples
- Develop and maintain productive client relationships, and anticipate client issues
- Demonstrate and continuously develop high levels of knowledge related to corporate tax department operations, keeping current on strategic developments and trends
- Identify client opportunities, generate new business development leads, organize and lead proposal development, and gain client commitment for EY projects
- Plan and lead client engagements to deliver high-quality work products within expected time frames and on budget
- Plan, define and manage expectations of service delivery with client sponsors
- Effectively lead, motivate and develop EY and client teams with diverse skills and backgrounds
- One of the following certifications: CPA (those who are eligible to sit for the CPA exam must achieve this certification in order to be eligible for promotion), LLM or JD (must be an active member of the bar), Project Management Professional, Six Sigma (Lean or equivalent certification), Certified Member of the Institute for Professionals in Taxation, or equivalent accounting certification in other countries (e.g., Chartered Accountant)
- Undergraduate emphasis in accounting and at least 10 years of direct tax experience, including corporate income tax compliance and tax provision (9 years if candidate has a master’s degree); or 9 to 10 years of sales and use tax, VAT, or corporate indirect tax compliance experience
- A forward-thinking self-motivator who thrives on new challenges and adapts quickly to learning new knowledge
- Must have ability to take abstract questions and issues and structure them into manageable, specific work streams and deliverables
- Must have experience in structuring the work plan, conducting fact-based analysis, and developing and testing alternative hypotheses
- Collaborative nature to work closely and productively with clients and EY team members
- Superior communication skills in speech and in writing
- Experience in tax process and operational assessments consulting (or equivalent experience in business or industry) preferred
- Excellent managerial, leadership and organizational skills
24
Tax Services Senior Manager Resume Examples & Samples
- Lead client projects
- Draft statements of work for client projects
- Develop and monitor work plans and budgets to support the execution of client projects
- Lead client meetings to conduct interviews or workshops
- Prepare and review draft deliverables
- Assist with the development of a pipeline for a book of business
- Define objectives and criteria for prioritizing pipeline opportunities
- Identify client opportunities liaising with other internal resources
- Create responses for RFPs and participate in orals
- Pursue the client opportunities and close pursuits successfully
- Develop ICE project delivery tools (e.g., templates, toolkits, etc.)
- Creatively design and build tools/templates that can be used to facilitate project work on a sustainable basis
- Lead a team to support the building of these templates and tools
- Develop and integrate internal resources
- Coach, mentor and train resources on ICE methodology and tools
- Create a positive team environment
- Define training plans/goals to guide resources in their career development
- Develop relationships with key internal resources (e.g., TP, Advisory, etc.) outside of the core ICE team to facilitate education, pursuit, and delivery activities
- Minimum of 10+ years working in process, data and technology related to management information, accounting, controlling and inter-company pricing
- Minimum of 10+ years working with either a "Big 4," or within the industry but preferably a combination thereof
- Ability to develop relationships with internal resources and external clients
- Must have led and developed a team successfully
- Must have demonstrated effectiveness in communicating across all team members, internal and external
- Must be able to work with virtual teams
- Must be willing to travel at least 60% of the time nationally and globally
- Excel − advanced skills in the areas of formulas, macros, and use of VBA
- Access − intermediate skills (table and query definition)
- PowerPoint − intermediate skills to support the development of marketing and client deliverables
- Visio − intermediate skills
- ERP − intermediate skills (ability to define business requirements for transfer pricing, configuration requirements and reporting requirements)
- Reporting and BI tools − BeX, Business Objects, Cognos, etc.; intermediate skills to define and test reporting requirements for transfer pricing
- Project management − advanced skills in the areas of scope management, status reporting and issue-tracking
- Must be creative and able to think outside of the box. Must be able to synthesize client problems and create solutions
- Must be comfortable and able to lead teams in highly complex situations
- BS in accounting, economics, finance, business, statistics, tax, supply chain, engineering, computer science or related fields and progress towards completion of one of the following certifications is required: Chartered Financial Analyst, American Society of Appraiser's Business Valuation Certification, Certified Management Accountant, American Society of Appraisers Accredited Senior Appraiser. For the certifications listed an equivalent foreign certification in home country is also acceptable
- One of the following certifications: CPA (those who are eligible to sit for the CPA exam must achieve this certification in order to be eligible for promotion), LLM or JD (must be an active member of the bar), Masters or Ph.D. in Economics, Finance, Business, Statistics, Tax, Supply Chain, or Computer Science
25
Tax Services Senior Manager Resume Examples & Samples
- Organize campaign and marketing events to increase the group’s visibility in your area
- Actively present and participate in the external events to approach the market
- Identify new key target clients in your area, understand the clients’ needs and identify service opportunities
- Understand the firm’s service offerings, coordinate with different service lines in different locations to form the right engagement team; coordinate meetings, proposal presentation and fee negotiation to close an engagement
- Closely monitor the engagement progress, obtain timely feedback from the client and facilitate the communications between the engagement team and the client
- Meet with the Chinese clients’ headquarters teams in China, build and strengthen long-term client relationship from C-suites to working level at both headquarters and the US subsidiary level to become their preferred global advisor
- Provide quality client services in your specific service line
- Build and grow the China inbound extended team in your area
- BSc/BA in Finance, Accounting, Tax, Business Administration or relevant discipline
- Proven experience in tax or transaction advisory service as executive (senior manager and above) or similar role in public accounting; Big Four firms are preferred
- Self-motivated, enthusiastic professional with entrepreneurial spirit
- Excellent interpersonal communication and organizational skills
- Strong leadership and people skills
- Excellent client-serving technical competency
26
Tax Services Senior Manager Resume Examples & Samples
- Identify, pursuit, negotiate, sell and deliver global payroll consulting engagements
- A bachelor's degree and approximately 8 - 12 years of related work experience; or a graduate degree and approximately 7 years of related work experience
- A minimum of 7 years of experience in sourcing, payroll process improvement advisory, shared service center design and administration, and vendor transitions
- Experience handling multiple large global or multi-national projects
- Demonstrated global payroll consulting experience and proven knowledge of leading technology vendors in the marketplace, such as ADP, PeopleSoft/Oracle, SAP, Lawson, Workday, Meta4, Infor and other major technology solutions (of particular interest in SAP and PeopleSoft payroll modules including reports, controls and associated process design)
- Demonstrated global payroll consulting experience in developing strategies, conducting assessments, leading vendor selections, designing processes considering associated risk and controls, and implementing solutions worldwide
- Significant large-scale project management experience, including project planning/scoping, budget management, reporting, and resource management as well as the ability to engage clients and colleagues at all levels
27
Tax Services Senior Manager Resume Examples & Samples
- Design and implement business intelligence to address complex tax problems
- Recruit, train and deploy resources, cultivating a collaborative and innovative work environment
- Sell and deliver data-driven tax services
- Manage projects in a demanding, time-sensitive environment and provide high-quality advice through the use of cross-functional teams and remote resources; confirm projects have the proper scope, cost and delivery schedules
- Bachelor’s degree in Accounting or Finance and approximately 8 to 10 years of related work experience, or a graduate degree or minor or dual degree in Accounting Information Systems preferred
- Experience with SQL Server database, SSIS, SSAS, SSRS and SharePoint
- Experience in standard process analysis tools, process mapping and flowchart diagraming preferred
- Practical or academic experience designing and developing databases
- Ability to quickly understand complex tax and either a formal education or a strong interest in data modeling and analysis
28
Tax Services Senior Manager Resume Examples & Samples
- Lead and deliver global technology consulting engagements, including strategy, process evaluation, process improvement and risk mediation, design of HR system delivery options (instance consolidation of HR systems, shared service center development, use of technology to generate efficiencies), and HR IT strategy
- Benchmark key performance indicators, and evaluate HR process effectiveness
- Lead and support business development of HR transformation/effectiveness-related pursuits
- Deliver HR-related functional implementations covering key phases of the software development lifecycle
- Develop the practice by coaching and mentoring junior staff
- A Bachelor's degree in business, accounting, finance, human resources management or a related discipline with demonstrated, exceptional academic achievement and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience; MBA or advanced degree preferred. A minimum of 4 years of experience in sourcing, process improvement advisory, shared service center design and administration, and vendor transitions
- Project management, stakeholder management and communications experience, experience with global or multi-national projects
- Proven expertise in full lifecycle HR system implementations, including defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines
- Significant large-scale project management experience, including budget, scope and resource management as well as the ability to engage clients and colleagues at all levels, excellent client service, interpersonal, communication (written and verbal), organizational, and project management skills
29
Tax Services Senior Manager Resume Examples & Samples
- Work closely with and support the EY team that implements our ACA services, including workforce analytics and IRS reporting, and conduct quality review of reporting
- Interface with clients to understand their needs, manage expectations and deliver work product
- Conduct research related to ACA regulations as needed to respond to client questions
- Help solve client-specific implementation issues and explain how a client’s ACA decisions will be reflected in the services provided by EY
- A general understanding of ACA regulations
- Employee benefits, payroll or human resource generalist experience
- Ability to manage a small team
- Ability to balance short-term deadlines while planning for long-term strategies
- Strong communication and team-leading skills
30
Tax Services Senior Manager Resume Examples & Samples
- Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships. Develop operational efficiencies to deliver timely high-quality services and work products
- Manage all aspects of engagements assigned by the FTTS Executive Director
- Decisions made by this position on a regular basis include interpretation of trust documents, reviewing and interpreting tax law, developing and applying processes to meet the needs of the engagements
- Reviews returns prepared by other staff based on established criteria
- 6 years of experience working on complex trust tax matters and successfully managing engagements
- Demonstrated exceptional training and management skills
- Excellent verbal and written communication skills with ability to lead client meetings
31
Tax Services Senior Manager Resume Examples & Samples
- Deliver profitable revenue through identifying and managing follow-on engagement opportunities, generating new client opportunities, collaborating on business development and account management efforts, and developing lasting relationships with clients
- Lead the delivery of talent projects, demonstrate technical competence and take a practical, business-driven approach to solving complex client challenges
- Develop, shape and deliver programs of work from planning through implementation, managing project resources and budgets effectively, and managing and mitigating all risks and issues
- Represent the business in relevant forums
- Minimum of 10 years of prior experience focused on HR with exposure to multiple Talent Management areas (recruiting, workforce analytics, onboarding, succession planning, etc.)
- A primary degree and relevant postgraduate qualification
32
Tax Services Senior Manager Resume Examples & Samples
- Manage accounts across the entire life cycle of a GCR engagement
- Contribute to sales, transition and ongoing service delivery
- Sales and pursuit responsibilities
- A bachelor’s degree and a emphasis in accounting or finance and approximately 8 to10 years of related work experience in global or international tax compliance or approximately 6 years equivalent experience in business or industry preferred
- CPA certification or JD degree
33
Tax Services Senior Manager Resume Examples & Samples
- Focus on people and talent development by counseling, coaching and impacting others through identification of stretch and challenging goals
- Ability to proactively engage clients to describe and market our value-added global trade services and deliver high-quality project deliverables
- Successful project management experience with excellent organizational skills, strong motivation and a positive attitude
- Travel likely to be required; percentage will depend on location, skill set and individual projects
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Tax Services Senior Manager Resume Examples & Samples
- Supervise Managers and take an active role in their professional development, review their work products for completeness and accuracy, and prepare work products for client delivery
- Valid US certified public accountant license or active state bar membership
- Minimum of 8-10 years’ relevant experience with complex high-net-worth individual tax, partnership, private capital or international tax projects with experience in and knowledge of US income, estate, gift and goods and services taxation areas and tax law research experience in a cross-border context; financial planning experience with two years of recent experience with a public accounting firm is preferred
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Tax Services Senior Manager Resume Examples & Samples
- Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements
- Develop operational efficiencies to deliver timely high-quality services and work products
- Participate in and/or lead client meetings, team meetings and executive strategic meetings, working within a team environment
- Recruit staff to meet the demands of engagements assigned and to promote the growth of the Firm
- Participate in internal and external training and self- study courses to maintain and enhance knowledge of tax law and software applications
- Participate in new business pursuits for existing clients and new prospects as requested
- Interpret trust documents, review and interpret tax law, develop and apply processes to meet the needs of the engagements
- Review returns prepared by other staff based on established criteria
- CPA, JD
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GCR, Annuity Tax Services, Senior Manager Resume Examples & Samples
- Managing the end to end process for the clients in your portfolio, which will include opportunity identification right through to delivery
- Building strong client relationships for current and target clients
- Working with a wide range of people across the global practice to manage deadlines and deliver work efficiently
- A focus on quality
- A thorough understanding of UK corporation tax issues
- Experience of working in a compliance and reporting environment, either within practice or industry
- Strong interpersonal skills with the ability to build effective working relationships with current and potential clients
- The ability to motivate a team; manage, mentor and train junior staff and work with people from across the business
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Tax Services Senior Manager Resume Examples & Samples
- Provide high-quality services and “time-sensitive”advice that meet and/or exceed our clients' expectations
- Develop and guide staff and other junior tax professionals by providing effective performance feedback
- Keep up to date on trends, developments and technical authorities and apply them to moderately complex situations
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Tax Services Senior Manager Resume Examples & Samples
- Build client relationships and demonstrate knowledge of the real estate industry
- Lead various projects and team members in the process of delivering high quality work products to clients and real estate tax partners
- Help to develop and guide the Real Estate State & Local Tax team by providing effective performance feedback and on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals
- Demonstrate technical competence, including understanding trends, developments and technical authorities, and be able to apply them to moderately complex situations, including understanding the impact to the real estate industry
- A bachelor’s degree with an emphasis in accounting, finance, or economics and approximately eight years of related work experience
- Strong tax technical skills, including tax research and writing skills, flow-through entity taxation, REIT taxation, income and franchise taxes, transfer taxes and compliance skills as they relate to multi-state jurisdictions
- Tax technical experience with the real estate industry/REIT clients or experience with flow- through entity taxation is a plus
- Project management experience in delivering high quality work products in a fast paced environment
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Tax Services Senior Manager Resume Examples & Samples
- Build the EY brand and drive exceptional client service through quality of work and strive to exceed client expectations
- Assisting clients with projects such as corporate tax advisory work, restructuring (mergers and acquisitions), tax incentives, initial public offerings, and cross border transactions
- Strong desire and passion for tax and providing valued solutions to clients
- Minimum 5 years of tax experience or strong experience in tax advisory work
- Degree qualified – ACCA / CA / CPA / Law, Masters of Tax would be highly regarded
- Self-motivated and proactive, with a hands on approach
- Team player who enjoys contributing to a collaborative environment and is able to build positive relationships across all levels of the organisation
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Tax Services Senior Manager Resume Examples & Samples
- Provide day to day advice to Service Line stakeholders and the Talent Team, as well as assignees on mobility related queries, including but not limited to mobility policy, international assignments, and application of relevant immigration and taxation legislation
- Understand the Service Line’s People and Business strategy to determine how Mobility is able to support
- Work closely with home/host Mobility Coordinators to provide overall assignment management for inbound and outbound assignments, including but not limited to assignment initiation and assignment briefing
- Assist assignees to coordinate all aspects of relocation matters in relation to their assignment; including shipping, temporary living arrangement, etc
- Assist the Mobility Senior Manager in developing relocation packages, including preparation of cost estimates and making recommendations to service line leaders in various assignment cases
- Brief vendors and manage vendor relationships to ensure mobility services are provided within contractual arrangements
- Identify and discuss policy and process improvements
- Involvement in various Asia Pacific Mobility Projects as required
- Tertiary qualification in related discipline
- 5 years relevant experience in a large corporate organisation
- Strong relationship management, communication and influencing skills will be highly valued
- Knowledge and experience of international mobility would be advantageous
- Customer service oriented with good team spirit
- Strong attention to details with good numerical skills
- Good computer skills in Microsoft Office applications (Word, Excel, Powerpoint)
- Competent at handling multiple tasks concurrently
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Tax Services Senior Manager Resume Examples & Samples
- Help to mentor, coach and counsel their team members and help EY to build an inclusive culture and high performing teams
- Maximize operational efficiencies on engagements
- Enhance EYs brand through strong external relationships across a network of existing and future clients
- Appropriately manage a company's overall state and local tax cost to align tax strategies with business initiatives and proceed with assisting the company with implementation
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Tax Services Senior Manager Resume Examples & Samples
- Thoroughly and accurately analyze information and prepare practical and effective approaches to clients' tax situations and arrive at appropriate conclusions
- Participate in and contribute to achieving team goals. Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas
- Tax transactional experience
- The successful candidate must also be willing and able to travel domestically and internationally
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Tax Services Senior Manager Resume Examples & Samples
- Operating Strategy and Organization Design - e.g., assisting the client in identifying improvement opportunities and evaluating current Tax Department roles/responsibilities and skill sets
- Process and Controls Enhancement - e.g., re-designing the tax provision process with enabling technologies to increase efficiency and reduce risk
- Data and Systems Effectiveness - e.g., work with finance and IT teams to increase tax data quantity and quality within financial systems
- A bachelor's degree with an emphasis in accounting and approximately 8 years of related work experience in tax process improvement experience or equivalent experience in business or industry; or a master's degree and approximately 7 years of related work experience preferred
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Tax Services Senior Manager Resume Examples & Samples
- Keep informed of current global customs/trade developments and effectively apply knowledge to client situations
- Lead and manage software implementation projects, working closely with technical implementation teams and consulting teams through major phases, including Requirements, Design, Software Configuration, Integrations, Testing and Production Go-Live
- Throughout a trade software implementation, the Trade Automation Senior Manager is responsible for interfacing and communicating with our clients
- A bachelor's degree in Accounting, Business, Finance, International Business or a related field; a master's degree or JD highly preferred. Candidates possessing a US Customs Brokers license will be considered
- Proven experience (3 to 5 years) in software implementation projects involving customs/trade, ERP systems, supply chain management and logistics
- Deep technical knowledge in global customs, import and export topics of importance, such as valuation, classification, country of origin, free trade agreements, is a must
- Ability to proactively engage clients to describe and market our value-add global trade services and deliver high-quality project deliverables
- Independently coaches, mentors and motivates project teams to influence a positive, accountable and collaborative approach
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Tax Services Senior Manager Resume Examples & Samples
- Interface with clients to scope, price and deliver proposals for service
- Review and edit user and IT-focused manuals
- Organize tasks and delivery times
- Lead and manage client service teams
- Manage project profitability
- Bachelor’s Degree in Computer Science or related field
- A minimum of 4-5 years’ experience in SharePoint (2013 and 2010) and MS PowerBI configuration and implementation
- Demonstrated ability to synthesize business requirements into system functionality within the SharePoint and PowerBI framework
- Customizing web parts and web part pages; creating sites, document libraries, lists and views; search and taxonomies; Office/InfoPath integration; and reporting functions
- Microsoft Office VBA development
- Accounting and or Tax experience
- ERP experience including Oracle and SAP
- HTML/DHTML/XML and JavaScript
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Tax Services Senior Manager Resume Examples & Samples
- Work closely with the executive director of the Tax Continuous Improvement and the Master Black Belt team in developing and deploying project management and Lean Six Sigma strategies
- Be accountable for the Continuous Improvement Program in specific subservice lines or practice areas
- Provide technical and process know-how to internal EY teams and client-facing professionals
- Make certain of deployment benefits and results via focused project selection and project execution
- Manage stakeholder relationships within the subservice line and Regions
- Mentor leadership-level black belts and green belts in using project management and continuous improvement methodologies
- Develop and conduct training and other activities (black belt, green belt, yellow belt, white belt levels of the organization)
- Manage the financial benefits delivered from projects
- Realize gains by leading Lean Six Sigma projects and supporting Lean Six Sigma project teams in achieving and sustaining improvements
- Experience managing a Lean Six Sigma or consulting team and experience in functional areas (operations, financial and commercial)
- Technical mastery of continuous and process improvement methodologies, such as DMAIC, Lean and DFSS, and process design, process management, project management and change management
- Demonstrated success providing complex projects and significant experience in project management and execution
- Excellent interpersonal skills and the ability to work with all levels within an organization
- Proficiency with Minitab software, Visio, and flowcharting and process mapping software
- A demonstrated ability to effectively coach process owners, stakeholders, black belts and green belts, and outstanding facilitation skills
- A four-year technical degree (Engineering, Math or Finance) and an MBA is preferred
- A minimum of seven years of continuous improvement experience (financial or consumer goods industry a plus)
- A black belt certification
- A master black belt certification (or training)
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Tax Services Senior Manager Resume Examples & Samples
- Act as single point of contact for indirect tax towards the client and EY’s global network of indirect tax professionals
- Demonstrate a detailed understanding of common principles of indirect tax and be able to effectively apply them in the context of indirect tax compliance engagements
- Thoroughly and accurately analyze and review information
- Manage multiple projects and junior team members in the execution of the projects
- Work in teams and delegate and review work to Staff and Senior-level team members as well as participate in the counseling
- Assist in the execution of the practice’s business plan and manage the indirect tax compliance budget in relation to the client engagements
- A bachelor's degree and approximately 8 years of related work experience; or a graduate degree and approximately 5 years of related work experience
- CPA certification or membership in the bar
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Tax Services Senior Manager Resume Examples & Samples
- Bachelor’s degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics) or a graduate degree (MST or JD preferred)
- Minimum of seven years’ relevant experience with complex high-net-worth individual tax, partnership, private capital or international tax projects with experience in, and knowledge of, US income, estate, gift, and goods and services taxation areas and tax law research experience in a cross-border context; financial planning experience with two years of recent experience with a public accounting firm is preferred
- Strong written and verbal communication skills with the ability to lead client meetings
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Tax Services Senior Manager Resume Examples & Samples
- Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex client situations
- Identify ideas and opportunities to extend or expand service offerings for new and existing clients. Participate in business development or proposal work
- Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide tax services; challenging traditional procedures used in the past; and attempting to find effective approaches. Please click here to refer a friend to this position
- A degree with an emphasis in accounting, finance or economics preferred; advanced degree highly desirable
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Tax Services Senior Manager Resume Examples & Samples
- A bachelor's degree in Accounting with an approved certification or a Master's degree with an emphasis in Business
- A minimum of 8 years of relevant tax technology experience
- Broad exposure to federal income taxation and tax technology tools
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Tax Services Senior Manager Resume Examples & Samples
- Demonstrate experience in or the capability to read and analyze market studies, operating expenses, development and operating pro-formas, benefits schedules, tax opinions, environmental reports, construction cost reviews and partnership agreements
- Collaborate in writing reports to corporate clients in a clear and professional manner
- Develop a thorough understanding of EY methodologies and tools to enhance service delivery. Proactively seek opportunities to provide tax services
- Challenge traditional procedures used in the past and attempt to find new, more effective approaches
- A bachelor's degree and a emphasis in accounting or finance and a minimum of 6+ years of relevant experience; CPA or JD or Enrolled Agent certification
- Strong financial modeling skills, particularly with regard to modeling low-income housing tax credit and historic rehabilitation tax credit transactions
- Real estate underwriting experience
- High motivation with the ability to work both independently and in a collaborative setting
- Strong organizational skills, writing and multi-tasking skills
- Strong MS Excel skills and proficiency in MS Word and PowerPoint (Filemaker and Notes proficiency a plus)
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Transaction Tax Services Senior Manager Resume Examples & Samples
- Minimum 7 years of tax experience; preferably gained within a public accounting firm
- Minimum of 5 years of specialized in Transaction Services experience, specifically including financial due diligence and mergers and acquisition tax consulting
- Previous experience with modelling the potential tax consequences of a transaction
- Significant experience working with Private Equity
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Tax Services Senior Manager Resume Examples & Samples
- Validation and governance of payroll operations utilizing one global methodology to track the end-to-end process
- Provide subsidiary governance throughout our clients’ legal-entity life cycle to mitigate risk and increase corporate transparency
- Lead engagements that span 60+ countries and involve local teams of 300+ people
- Grow the practice by leading the scoping of new opportunities and proposal development, as well as participating in oral presentations
- Build client relationships and demonstrate knowledge of client businesses
- Develop and guide managers and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
- A Bachelor's degree, preferably with an emphasis in accounting, finance, or a related field, is required; a graduate degree in tax or law is highly desirable
- Undergraduate degree holders must also have approximately seven years related experience; graduate degree holders must have approximately six years of related experience
- Broad exposure to federal income taxation, statutory reporting, payroll or other related finance activities
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Tax Services Senior Manager Resume Examples & Samples
- Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Develop and deliver timely and high-quality services and work products
- Research and analyze complex domestic and international tax issues, prepare written tax advice, and develop quality, practical tax planning. Participate and/or lead client meetings and work within a team environment to deliver integrated advisory services to clients
- Bachelor's degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics) and approximately 8 years of related work experience; or a graduate degree (Tax or Law preferred) and approximately 7 years of related work experience
- Minimum of 6 years of experience working on complex high net worth individual, partnership, private capital, and/or international tax projects with experience in and knowledge of US income, estate, gift and GST taxation areas and tax law research experience in a cross-border context
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Tax Services Senior Manager Resume Examples & Samples
- Analyzing an evolving portfolio of increasingly complex tax operations to provide meaningful business insights
- Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
- A bachelor’s degree in Accounting, Finance, Business or a related discipline
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Tax Services Senior Manager Resume Examples & Samples
- Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
- A bachelor's degree in a related field, supported by significant tax or financial planning experience and a CPA certification or membership in The Bar
- A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax
- A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
- Experience managing budgets and projects
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Tax Services Senior Manager Resume Examples & Samples
- You’ll be expected to assume operational responsibility and accountability for engagements, generate ideas to expand current service offerings, and identify new business opportunities
- Lead the delivery of transformation projects, demonstrate technical competence in our capabilities and take a practical/business driven approach to solving complex client challenges
- Develop, shape and deliver programs of work from planning through to implementation – managing project resources and budgets effectively, and managing and mitigating all risks and issues
- Provide coaching and development opportunities for junior resources and peers, and act as a visible role model for our people
- Relevant professional service experience, with a global management consultancy firm, or niche consultancy in which you gained exposure to large-scale project(s)
- Minimum 10 years of experience in Change Management, Organizational Design, HR Operating & Delivery Model, HR Process Efficiency & Policies, with success in current job selling and delivering one or more of these capabilities
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Tax Services Senior Manager Resume Examples & Samples
- Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc
- Experience in economics of the engagement. Able to organize teams schedule, budget and fees for various clients assigned
- Involvement in teaching or assisting in firm in - house trainings to staff and above; acting as a counselor to our managers and seniors; running teams and accounts that are also outside local office and spread across various locations
- Building impactful relationships with new and existing clients as well as building and maintains relationships with leadership; create a positive and trusting environment
- Ability to identify key tax technical issues and raise the appropriate questions – and consult when necessary
- A Bachelor's degree in Accounting, Finance or Economics and a minimum of 8 years of related work experience; or an advanced degree in tax or law and a minimum of 7 years of related work experience
- CPA license or a licensed Attorney is required
- A minimum of 7 years of relevant tax experience or equivalent experience in business or the financial services industry
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
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Tax Services Senior Manager Resume Examples & Samples
- Working at all levels of transaction structuring and execution, from evaluating alternative structures and bids through closing
- Compiling documentation related to each analysis
- Provide high-quality and 'time-sensitive' service that meet and/or exceed our clients' expectations
- Minimum of 7 years of work experience in professional services or professional tax organization
- A CPA certification or membership in The Bar
- Demonstrated business development skills and experience
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Tax Services Senior Manager Resume Examples & Samples
- Provide definitive guidance on complex value chain concepts, situations, and options
- Articulate vision and manage multiple disciplines/functions to brainstorm about practical solutions relevant to a client situations
- Create and apply tax solutions in a practical manner to client situations
- Design and deliver tailored, quality OME work products in a timely and responsive manner
- Determine and develop the appropriate documentation for clients
- Create and drive OME innovation and thought leadership efforts
- Experienced in market business development
- Bachelor’s or Master’s degree or PhD in Business, Finance, Economics or JD or LL.M. (Taxation)
- Minimum of eight years relevant tax or supply chain work experience in a professional services firm or industry
- Strong Subpart F experience
- Ability to work in fast-paced professional services environment
- Willingness to travel approximately 50% of time. Candidate can be located in any major EY office
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Tax Services Senior Manager Resume Examples & Samples
- The ability to proactively engage clients to describe and market our value-added global trade services and deliver high-quality project deliverables
- Supervising a motivated team of professionals; supporting them in the development of the skills, knowledge and opportunities to reach their full potential
- Experience in the market generating revenue from a new and existing client base
- JD, CPA or a U.S. Customs broker license
- Approximately 10 or more years of related work experience in industry, a professional services firm, a Fortune 500 company or a major importer or exporter
- Deep technical knowledge of global customs, import and export topics; such as valuation, classification, country of origin, free-trade agreements, export controls, licensing, trade sanctions, etc
- Travel is likely to be required; percentage will depend on location, skill set and individual projects
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Tax Services Senior Manager Resume Examples & Samples
- Project management and leadership skills
- Maintain technical excellence in real estate and private equity industries
- Participate in marketplace activities to expand your professional network
- Work with our partners to connect your professional network to our practice
- CPA license, or be a member of a state bar
- Strong interpersonal skills with a focus on building high functioning teams
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Tax Services Senior Manager Resume Examples & Samples
- Connecting with our clients about their business operations and building long-lasting relationships to tailor your advice to their specific needs
- Professional knowledge in a broad range of sales and use tax processes, concepts and tools
- Exposure to business development
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Tax Services Senior Manager Resume Examples & Samples
- Provide indirect tax consulting advice to clients across all tax types, industries, and jurisdictions
- Lead multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
- Lead the review and analysis of merger agreements and provide opinion letters
- Identification and analysis of tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition, and restructuring of businesses
- US CPA or member of US State bar
- Bachelor’s degree and a minimum of 5 years of work experience in professional services or professional tax organization
- Expertise in M&A tax due diligence, deal structuring, and post-acquisition planning
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Tax Services Senior Manager Resume Examples & Samples
- Serve as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
- Assist in the review and analysis of merger agreements and provide opinion letters
- M&A tax due diligence, deal structuring, and post-acquisition planning experience
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Tax Services Senior Manager Resume Examples & Samples
- Building strategic and trusting relationships with business leaders by thinking broadly and globally, as well as generating innovative, future oriented solutions
- Identifying business development transfer pricing opportunities that will bring value to our clients and grow our business
- Motivating your team to perform their best while providing mentorship and guidance allowing them to stretch to their full potential
- A master’s, law degree, CPA, Chartered Financial Analyst (CFA), American Society of Appraiser's Business Valuation Certification or Certified Management Accountant (CMA)
