VP, Tax Resume Samples
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VP, Tax Resume Samples
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FP
F Pfeffer
Filiberto
Pfeffer
298 Sadye Pass
Dallas
TX
+1 (555) 798 8274
298 Sadye Pass
Dallas
TX
Phone
p
+1 (555) 798 8274
Experience
Experience
Detroit, MI
Assistant VP, Tax
Detroit, MI
O'Keefe, Veum and Jacobs
Detroit, MI
Assistant VP, Tax
- Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes
- Manage all tax compliance matters relating to DBS entities in Hong Kong and Macau (inter alia tax returns, tax queries, tax provisions and internal reporting)
- The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic
- Providing tax estimates to limited partners
- Providing quarterly tax estimates
- Preparing tax packages for the RIC, including reconciling of income items
- Preparing state withholding taxes
Dallas, TX
VP Tax
Dallas, TX
Little and Sons
Dallas, TX
VP Tax
- Manage, develop, and mentor staff on projects and assess performance through formal periodic reviews and informal feedback
- Develops and executes an effective global tax strategy
- Engage with Senior Management and help developing awareness across all tax operations matters within the grop
- Provide leadership to the tax staff and 3rd party providers
- Provides recommendations to executive management regarding cost saving or profit generating opportunities and capital structure
- Plan, direct, and execute various tax projects
- Develops and maintains relationships with executives in order to understand the business and translate business initiatives into the tax arena
present
Houston, TX
VP, Tax
Houston, TX
Roob Group
present
Houston, TX
VP, Tax
present
- Driving process improvement initiatives around streamlining the tax provision process and other potential tax process improvements
- Oversee and manage tax staff and provide direction as to top priorities based on filing deadlines
- Provide tax guidance, advice and risk management support to the business units, and the SVP, Tax
- Effectively manage relationships with outside global tax advisors
- Develop and mentor tax professionals
- Develops and implements systems to compile information for various federal, state, and local reports
- Assist Vice President, FP&A and Treasurer with investor relations and other duties as assigned
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Colorado State University
Bachelor’s Degree in Accounting
Skills
Skills
- Information gathering, ordering, analyzing and prioritizing; making finely detailed comparisons and interpretations to frameworks, rules, procedures, criteria
- Strong English skills- both written and verbal
- Excellent collaboration and organization skills with a hands-on approach
- Research and Planning: assist with year-end planning, including taxation of inventories, UNICAP, business incentives, and international tax planning and research; keep tax department abreast of current laws and pending legislation with an eye toward opportunities beneficial to any and all of our entities; be involved in professional associations and always mindful of best practices; develop, train, motivate and encourage staff
- Compliance: Preparation/Review of consolidated federal and state income tax returns as well as separate company returns including state apportionment and estimated tax filings; assist with preparation of Canadian federal and provincial returns; assist with tax audits, SOX compliance audits and special projects; oversee preparation of tax depreciation calculation and schedules. Preparation and review of all state and local sales tax returns and all federal, state, and local motor fuel excise tax returns
- Highly collaborative team player with the ability to work effectively and drive cross-functional initiatives in a matrixed environment and build successful relationships with various stakeholders
- Experience attracting, hiring, retaining, and developing high-performing teams and individuals. A leader that is known for building organizational capability through diverse and deep talent pipelines. A motivating executive capable of instilling excitement and inspiring others
- Strong planning, operational, and process improvement skills. A commitment to and desire to improve the tax team and activities including an understanding processes and continuous process improvement
- Strong tax research skills, writing skills, and communication skills
- Develop a working knowledge of the group transfer pricing methodology to ensure appropriate financial reporting and tax return impacts
11 VP, Tax resume templates
Read our complete resume writing guides
1
VP, Tax Resume Examples & Samples
- Review of the company’s consolidated federal income tax return and state income and franchise tax returns
- Review of the company’s quarterly and annual tax provision calculations and other ASC 740 matters related to its 10-Q and 10-K filings
- Review of tax entries related to acquisitions, dispositions, and other transactions impacting the balance sheet tax accounts
- Participation in IRS and state income tax audits
- Participation in foreign income tax compliance issues and audits
- Participation in sales and use tax audits
- Participation in various tax related projects as directed by the SVP, Tax, including projects to increase the efficiency of various tax processes
- Responsibility for meeting deadlines set by the CFO and SVP, Tax
2
Assistant VP, Tax Resume Examples & Samples
- Preparing tax packages for lower-tier real estate LLCs, including reconciling of income items and capital accounts
- Analyzing withholding issues that impact partners and the partnerships’ global investments
- Drafting correspondence with state and federal tax authorities
- The candidate must be customer oriented and have excellent verbal and written communication skills
- He/She will be self-driven, team-oriented and must possess strong integrity and professionalism
- A Bachelor’s degree relevant to position, a Master degree in Taxation a plus
- 5-7 years of partnership tax experience
3
Assistant VP, Tax Resume Examples & Samples
- Performing calculations of RIC qualification tests including, gross income test, quarterly asset diversification tests and monitoring distribution requirements
- Preparing ROCSOP balances for financial statements, and tax related financial statement disclosures
- Analyzing underlying debt investments including reorganizations to determine the proper tax treatment
- Preparing tax packages for the RIC, including reconciling of income items
- Providing quarterly tax estimates
- Analyzing excise tax distribution requirements and implications
- Analyzing withholding issues that impact the RIC shareholders and the RIC based on investment portfolio
- 4 -6 years of Regulated Investment Company/partnership tax experience
4
VP-tax & Operations Resume Examples & Samples
- Lead reporting and tax efforts for a high volume operations environment
- Manage and implement all federal and state tax compliance and planning
- Supervise day to day accounting operations
- Ensure all required tax returns are timely and correctly filed (e.g. 1065, 1042, 1120F, 8804/8805, etc.)
- Supervise the quarterly financial reporting process
- Assist in aspects of the annual audit process
- Review preparation of financial statements and investor reports
- Respond to or coordinate investor and investment queries
- Strong generalist with 6-8 years of experience
- Proven management experience
- Relevant experience in private equity funds
- Strong tax knowledge, including both Big 4 public accounting and industry experience
- Experience with partnership (private equity/investment management) tax
- Some financial statement audit experience
- CPA licensee (active or inactive) or CPA candidate preferred
- Good organizational and problem solving skills
5
VP Tax Operations Resume Examples & Samples
- Design, develop and lead the implementation of initiatives to optimize the efficiency and effectiveness of the Tax Department’s key processes and controls across accounting for income taxes and tax compliance
- Provide active project management support for Tax Department projects and initiatives
- Serve a leadership role in Tax Department budgeting, forecasting, allocations, tracking and supporting analysis
- Represent the Tax Department on the Firm’s Finance Risk Lead Forum
- Partner across the Tax Department and the Finance Division to maintain process and control documentation
- Bachelor's degree, with 8+ years functional experience in Corporate Finance, preferably from a financial services firm or large bank
- Strong analytical skills, including the ability to summarize complex business problems and detailed analysis with clarity and brevity in written and verbal form
- Proficient in Word, Excel and PowerPoint
- Ability to forward plan and prioritize in order to meet tight deadlines
- Knowledge of the Accounting and Tax is preferred
- Experience working as a project manager, including knowledge and familiarity with MS Project or other similar systems
6
VP Tax Resume Examples & Samples
- Responsible for all domestic and global tax accounting, compliance and planning for the company and its divisions
- Oversee tax compliance, tax accounting, tax audits, planning and research, including FAS 109 tax provision
- Research the implications of tax laws and advise company on tax related issues
- Provide leadership to the tax staff and 3rd party providers
- Plan, direct, and execute various tax projects
- Manage, develop, and mentor staff on projects and assess performance through formal periodic reviews and informal feedback
- Communicate important tax issues and strategies to executive team and Board of Directors
- Minimum of ten years job related experience is required
- International tax experience required, thorough understanding of the tax code both domestically and internationally
- Manufacturing industry experience preferred
- Master’s degree is a plus
7
VP Tax Resume Examples & Samples
- Prepare and/or review book to tax reconciliations for various partnership entities and corporate entities
- Compile tax data and assist in provision of reports and work papers to tax preparer in support of the federal, state and foreign income and franchise tax returns
- Analyze financial statements/trial balance and perform security/debt investment analysis to determine the proper tax treatment and tax adjustments
- Research tax treatment of complex financial instruments and transactions as well as corporate actions of Funds
- Engage in US reporting of foreign investments and reporting of US investments held by non-US citizens and foreign partners
- Perform/review interim year partnership projections and allocations to assist the Fund’s investors and the Firm’s partners with making quarterly estimated tax payments
- Assist in performing quarterly and annual FAS 109 calculation in connection with financial statement issuance
- Monitor and maintain federal, state, and local tax calendar
- Prepare/review quarterly estimated income tax payments
- Assist with responding to tax authority notices and requests
- Must have hedge fund and draw down fund experience (8+ years tax experience from big 4 or relevant industry)
- Must have understanding of hedge fund structures (master-feeder, mini-master, and fund-of-funds)
- Must have understanding of draw down fund structures (including an understanding of waterfall calculations for purposes of determining GP carry)
- Must have knowledge of investment fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive fees. Experience with financial services taxation, including PFICs, CFCs and RICs a plus
- Responsible for producing timely and accurate records, while maintaining meticulous work paper documentation. Attention to detail is critical
- Must be self-motivated and have the ability to perform under tight deadlines with minimal supervision
- Should be familiar with tax concepts associated with investing in debt instruments
- Very strong communication and interpersonal skills; ability to build rapport with internal and external counterparties
8
Senior VP Tax Resume Examples & Samples
- Managing the groups corporate tax risk ensuring corporate structures, operations and intercompany arrangements are set up efficiently
- Manage relationships with Revenue and liaise as required
- Ensuring Transfer Pricing arrangements are in place and documented
- Work with the commercial negotiation team and external advisors
- Preparation/review of corporate tax computations and returns
- Advise the business on other compliance obligations as they arise
- Assisting on the tax provisioning and reporting obligations of the group
- Assist and manage ad hoc tax and commercial projects
- Qualified accountant with AITI CTA qualification
- A minimum of 3 years post qualification experience in corporate tax
- Cross border transactional experience preferred
- Strong commercial acumen, ability to advise on complex tax manners in clear concise manner
- Excellent communication skills, ability to work well in a team
9
VP, Tax Resume Examples & Samples
- Build out and lead a newly-formed tax function that will have responsibility over international, federal and state and local taxes, as well as US indirect taxes
- Responsible for the company’s income tax provision, related tax portion of SEC filings and effective tax rate planning
- Responsible for federal, state and local cash tax planning
- Lead the tax aspects of the company’s acquisition and disposition of businesses working with corporate development, legal, accounting, treasury functions and outside advisors
- Oversee all tax examinations, developing the company’s positions on various issues and the overall tax examination strategy
- Responsible for sales and use tax, property tax, unclaimed property reporting and annual reports of the company, including planning, compliance, examinations and inquiries from the business units on various matters
- Manage the compliance outsourcing arrangement with Deloitte Tax for the preparation of the federal and state income tax returns, sales and use tax returns, personal property tax returns, and other vendors for real property tax filings, unclaimed property filings and annual reports
- Monitor federal and state legislative and regulatory developments for matters affecting the company
- Develop relationships with business leaders and corporate functional leaders
- Develop and mentor tax professionals
10
VP, Tax, Treasury & Risk Resume Examples & Samples
- Maintain awareness of, and exercise sound business judgment in such areas as market conditions, competitive activities, general economic conditions and related matters
- Direct the development of and participate in reviewing and approving the short and long range capital structure and other operating objectives; develop and integrate the divisional plans and strategies into an overall company plan to meet our cash needs, manage existing debt, and achieve optimum yield on invested capital and increased earnings
- Provide executive guidance and leadership to the Procure to Pay team
- Effectively lead a global organization of 85+ employees (plus contractors and interns)
- Mentor, guide, and coach a team of senior leaders and other direct reports in order to expand their capabilities and build management depth in the organization. Ensure that the right leaders with the right skills are available to develop and execute strategies. Link individual performance to organization goals and direction
- Support, communicate, reinforce, and defend the mission, values, philosophy, and culture of the organization
- Promote a spirit of cooperation within and across teams and Champion clear channels of communication and coordination between functional counterparts in the business units
11
VP Tax Resume Examples & Samples
- Improving controls and process around all the platforms and jurisdictions covered
- Engage with Senior Management and help developing awareness across all tax operations matters within the grop
- Lead the team to ensure compliance with the US as well as any other EU Tax regulations
- Build and maintain controls (Manager Control Assessment) and reduce risk
- Manage team members and support their technical growth, implement various training initiatives across the different platforms
- Prior experience in Operational taxes or any other Banking Tax related functions
- Strong knowledge withholding tax regulations, Qualified Intermediary (QI), FATCA, any other EU specific financial transactions /products tax knowledge would be an advantage. (IWT/AWT), European Union Savings Tax Directive)
- Ability to understand and quickly communicate tax regulations changes to Business and Technology partners and changes
- Required previous people management experience and project management experience would be an advantage
- Experience of relationships with internal/external clients and confident communicator
12
VP-tax Resume Examples & Samples
- 9+ years of domestic partnership and corporate tax experience
- Strong managerial skills, with a hands-on approach
- Significant tax compliance and FAS 109 experience
- 4-year accounting degree
- Experience in a large corporate environment or a sophisticated accounting firm
- MS or MBA in Taxation
13
VP-tax Resume Examples & Samples
- Bachelor’s degree in Accounting required; Master’s degree in Business Taxation preferred
- 12-15 years of related experience required, preference for that experience being with a financial services organization
- 5 years in a public accounting firm
- Knowledge of mortgage banking preferred
- Experience with ERP systems required
14
VP, Tax-exempt Sales Resume Examples & Samples
- Bachelors degree required
- Minimum of 3 years of experience selling defined contribution bundled retirement solutions is strongly preferred
- Minimum of 5-10 years of related retirement plan experience is required
- Tax-exempt (non-profit, government) experience is strongly preferred
- Established network of relationships with intermediaries in the Southeast region
- Demonstrated ability to develop key internal partner relationships
- Demonstrated ability to seek out and develop new intermediary relationships
- Demonstrated ability to strategically develop a sales region
- A proven track record of success in retirement plan sales
- Demonstrated ability and willingness to effectively lead utilizing a team based selling approach
- Ability to travel 75% of the time within the territory
- FINRA series 6 or 7 and 63 required within 120 days of hire. State insurance license preferred
15
Assistant VP Tax Research & Consulting Resume Examples & Samples
- Manage federal, state, and international income tax research, including modeling and reducing cash tax outlays, filing accounting method changes, monitoring and analyzing pending legislation and other tax developments, providing accurate and timely tax advice to the company’s personnel, implementing internal restructurings, and working with outside advisors
- Manage federal and state income tax audits, appeals, and litigation, including responding to document requests from tax authorities, developing legal positions on issues, and working with outside advisors
- Manage tax aspects of acquisitions, divestitures, joint ventures, and financing transactions, including conducting due diligence, modeling of alternatives, providing tax advice on legal documents, collaborating with the company’s development department, and coordinating with appraisers and other outside advisors
- Manage certain of the company’s financial reporting for income tax processes, including the ASC 740 (FIN 48) process, the effective state income tax rate calculation, and the global tax rate calculation
- Manage a 16-person group within the tax department, including handling all associated administrative matters
- Minimum of 10 years of corporate tax experience in a corporate tax department, accounting firm, and/or law firm
- Minimum of 5 years in a supervisory or management role
16
VP, Tax Accounting Resume Examples & Samples
- Work with overseas offices for compilation and review of international tax provisions and US tax implications
- Overseeing the Corporate Tax Department’s compliance with various Firm control initiatives, including
- The ideal candidate should have 6+ years of tax accounting experience
- Developed time and people management skills
- Past experience with Thompson Reuters One Source Tax Provision is a plus
17
VP-tax Managed Services Resume Examples & Samples
- Manage client on-boarding processes for new tax service clients or new product launch processes for existing clients. Manage key client implementation
- Lead relationship manager for largest existing relationship
- Manage development prioritization process to incorporate client, Operations and Product priorities
- Manage the portfolio of initiatives for delivery across multiple product cycles and delivery seasons
- Manage all project delivery staff
- Spearhead the management of the Client Advocacy group
18
Senior VP, Tax Resume Examples & Samples
- Proactively leads the development of tax planning strategies and opportunities for operations globally
- Direct the management of federal and state income and sales tax audit process, including negotiations of audit settlements
- Build an effective and productive team that consistently delivers value added services that increase shareholder value
- Oversee the general practices and procedures relating to state sales tax compliance, including tax exempt transaction support and documentation; and oversee payroll and property tax compliance and reporting
- Direct the review of information provided for the income tax provision and income tax return compliance, including estimates of permanent and temporary differences, tax attributes, effective tax rates and related true-ups
- Oversee the process for evaluating and pursuing various tax incentives and credits at the federal, state, and local levels
- Ensure all tax process control documentation, tax policies and procedures, and disclosure controls are effective, maintained, and updated in accordance with all legal requirements and Company standards including SOX 404 requirements
19
VP Tax-business Advisory Resume Examples & Samples
- Review and analysis of new products, including tax sensitive products
- Implementation of Tax department processes and procedures
- Tax review of legal documentation
- Pro-active interaction with business
- Managing tax risk
- Work with the TTS/SFS (Trade and Treasury Solutions, Securities and Funds Services) businesses in relation to various EMEA tax issues arising on a day-to-day basis, and covering other business lines as required
- Support global and US information reporting colleagues in respect of businesses covered
- Assist the business to develop and implement new products and transactions in a way which identifies and controls tax risk
- Ensure that Citi's internal tax policies, standards and processes are implemented and upheld, including review of external advice
- Assist legal functions supporting the business in negotiating tax matters within legal documentation for flow business and one-off transactions
- Liaise closely with tax team members in London and globally (in particular, New York) as well as, where appropriate, with Finance, Legal, Risk and other control function colleagues in Dublin, London and globally
- General understanding of banking and capital markets products
- Experience in providing tax support to the financial services industry
- Experience in reviewing legal documentation
- Previous responsibility for dealing directly with clients (internal or external)
- Qualified Tax Lawyer, Accountant or Tax Advisor
- Suggest pragmatic solutions to problems and conclude where appropriate. It is important to understand the need to involve management as necessary
- Analyse transactions and identify applicable tax issues
- Be a strong, robust, communicator who can explain issues clearly and will be resilient in applying internal policies to appropriately manage risk
- Provide deliverables on a timely basis
- Be able to work unsupervised on day to day responsibilities. Senior management support will always be available to the candidate
- Must have confidence in ability to be able to deal with and manage numerous issues which place demands on their time
20
VP, Tax Resume Examples & Samples
- Prior experience as the head of the tax department for a U.S. publicly traded company with similar or more complexity than Tetra Tech is strongly preferred
- 15+ years of experience with large multi-national corporations including approximately 5 years with a Big 4 accounting firm
- Undergraduate or graduate degree in accounting (tax emphasis a plus)
21
VP Tax-business Advisory Resume Examples & Samples
- Support the commodities business in indirect taxes and be the primary business interface with Tax
- Assist with initiatives in respect of process efficiencies
- To work with senior members of the Team proving ad hoc VAT advice
- Ensure VAT compliance in the commodities business
- An understanding and knowledge of VAT and financial services
- Commodities specific experience is a benefit
- Good understanding of VAT compliance in the UK
- Accounting / Tax knowledge preferred
- Demonstrate clear and concise verbal and written skills
- Ability to communicate with business stakeholders
22
VP, Tax Resume Examples & Samples
- Develops and implements systems to compile information for various federal, state, and local reports
- Ensures timely and accurate filing of tax returns
- May administer international tax laws and regulations
- Develops corporate and/or organizational policies and authorizes their implementation. Detailed knowledge of company allows for innovative concepts and promoting new ideas. Provides direction to senior managers in various areas, groups, and/or operations. Recognized as an influential leader
- People management practices:-ensure strategic plans for the workforce to meet current and future business needs.-ensure the required organizational and people capability in each area of service delivery-develop and promote qualities of the organization and the work itself to attract, retain and engage talent
- Manage the people agenda at the level of the business to achieve long term business objectives
- Completion and accuracy of quarterly and annual tax returns and estimates; oversight of tax return projects
- Accurate and timely reporting of appropriate transfer pricing activity
- Determining proper tax treatment of various business and legal transactions
- Review and manage all aspects of compliance; monitor tax legislation, regulations, rulings, etc. affecting tax compliance
- Review of tax structure with determination of impact of various scenarios
- Review of contract to ensure tax appropriate results
- Be involved in dispute resolution and strategic planning, tax decision automation, tax recovery issues, audit defense issues, conduct tax research to assist in the implementation and interpretation of tax laws as they affect the company
- Requires in-depth knowledge of the functional area, business strategies, and the company’s goals
23
VP, Tax Resume Examples & Samples
- Oversee all U.S. tax related areas, including income and commodity/sales tax
- Work effectively with external advisors (direct and manage) and business units to devise, review and implement transaction related tax structures and monitoring existing tax structures and risks
- Review of U.S. tax reporting and compliance functions, to ensure complete and accurate disclosure of tax related activity in corporate documents
- Provide tax guidance, advice and risk management support to the business units, and the SVP, Tax
- Oversee the U.S. tax department’s commitment to corporate compliance, internal controls, policies and procedures
- Participate in special projects initiated by senior leadership
- Maintain up-to-date knowledge of U.S. tax legislative developments and related implications
- Ensure timely and accurate filing of all Federal and state income tax returns, estimates, and extensions as well as all related compliance
- Serve as the primary contact with IRS Revenue agents and state auditors to present HBC U.S. positions and effectively negotiate favorable settlements to minimize tax costs to HBC
- Initiate Federal and state tax planning strategies including preparing and negotiating RFP’s with external advisors, provide technical assistance with various tax issues, and assist with other special projects of the Finance Team
- Financial statement reporting of income taxes and effective tax rate management
- FIN48 analysis and review of tax risks for financial statement reporting
- Develop, mentor and guide members of the U.S. tax department
- Professional accounting designation (ie. CPA) or tax designation
- 10+ years relevant tax experience
- Extensive knowledge of both Federal and state income tax law, FAS109, FIN48, and SEC reporting as well as general business knowledge, and fundamentals of accounting
- Strong tax research skills, writing skills, and communication skills
24
Senior VP-tax Resume Examples & Samples
- Oversee tax advisory, planning and tax compliance of the Group
- Partner with regional and local cross-functional teams to support tax planning and compliance projects, and support business initiatives and strategies to ensure tax compliance and manage tax risk
- Implement regional transfer pricing policies, including preparing transfer-pricing documentation, monitoring business changes to assess the impact on transfer pricing arrangements, managing and maintaining intercompany agreements, and supporting tax and transfer pricing audits
- Monitor tax and transfer pricing statutory and regulatory changes and advice on impact on the Group’s tax and transfer pricing policies and practices
- Manage relationships with external advisors for outsourced tax services
- Liaise with investors and stakeholders for group reporting, approvals and funding exercises
- Strong technical accounting knowledge and a professional accounting qualification is an essential and willing to be very hands-on (CPA preferred or ACA/CFA)
- Experience working with international tax and multiple international entities gained through an international career
- Experience working in high-value services with active involvement in deal structuring with ideal experience in tech/growth markets
- Excellent communication skills in writing, presentation, negotiation and data mining
- Detail-oriented, analytical and accurate, ability to effectively manage multiple projects with tight deadlines
- Ability to work collaboratively and contribute to a culture of excellence, integrity and accountability
25
Administrative Assistant for VP Tax & Corporate Treasurer Resume Examples & Samples
- Calendar management, including independently scheduling and managing appointments, conference calls and meetings, while taking into account time zone differences
- Arrange complex and detailed domestic and international travel plans, prepare visa applications, and compile documents for travel-related meetings
- Prepare professional, management level PowerPoint presentations
- Coordination of new employee on-boarding and employee exiting processes (ordering equipment, collecting equipment, setting up employee IDs, etc.)
- Expense report management for Vice Presidents which include tracking expenses, gathering receipts, and completing expense reports
- Timely and accurate administration of purchasing card per policy
- Accounts Payable processing, including acting as liaison to vendors to assist with the resolution and payment of invoices
- Maintain inventory and office supplies. Anticipate office needs; evaluate new office products; place and often expedite orders when necessary
- Assist Tax staff with filing and mailing of tax returns
- Act as liaison for acquiring signatures on documentation in a timely manner
- Maintain updated organization charts & phone lists
- Act as Facilities Coordinator for the floor which include maintaining accurate floor plans and seating arrangements, inputting and following up with Facilities maintenance tickets
- Act as time and attendance updater in PeopleSoft
- Assist with sorting, prioritization, and disposition of incoming calls and correspondence (email and postal mail), responding independently when appropriate
- Prepare correspondence and other documentation, as well as manage applicable files (inclusive of meeting materials, correspondence, etc.) for easy access
- Data analysis; Proficient in Access, MS Word, Excel, Outlook. Perform filtering and sorting of data, V-lookup and other functions
- Excellent interpersonal, verbal, and written communication skills
- Strong planning, organization, and project management skills
- Uphold a high level of professionalism, and maintain confidentiality with highly sensitive materials and matters
- Accuracy and thoroughness in organizing the calendar, scheduling & organizing meetings, and scheduling domestic and/or international travel is critical
- Detail-oriented, creative and proactive with a strong sense of urgency
- Constantly takes the initiative to achieve and/or surpass the responsibilities of this position
- Flexibility, tolerance for ambiguity, and an ability to be responsive to and/or perform under pressure and within defined deadlines with minimal supervision
- Self-starter with an ability to work without constant direction
- 3-7 years’ experience in an admin support function or equivalent role
- 3+ years’ experience/proficiency with MS Office (PowerPoint, Word, Excel, Outlook)
- Notary Public
- Experience in an administrative role supporting executive level management and their teams, preferably in a large corporate environment
26
VP, Tax Services Resume Examples & Samples
- Direct activities of in support of divisional day-to-day operations
- Responsible for financial basis income tax computations and reporting, including contracts with external auditors
- Manage all phases of income tax function to include federal, state and foreign corporate income tax compliance, planning and transaction analysis
- Lead the charge for real and personal property, sales and use, gross receipts and miscellaneous other tax reporting and payment to also include audits
- Company wide tax research reference in partnership with compliance for reporting to include employee and non-employee reporting issues, fringe benefit compliance consulting and reporting, sales and use tax
- Own communication for federal, state, foreign income tax bureaucrats and auditors
- Steer the relationship and manage compliance outsourcing
- Establish and maintain an internal control environment
- Participate as a member of the leadership team, including providing data-driven analysis, interpretations and recommending corrective action to drive improvement
- Provide overall accounting support and clear periodic financial reporting to senior leadership
- Create financial analysis for capital expenditures, new product business, pricing or any other requests that management may deem necessary
- Recruits, hires, evaluates, trains, develops and retains a productive and highly engaged department
- Develops positive, teamwork and achievement-oriented work culture for staff
- Models and reinforces actions consistent with the Company’s values, vision and culture in line with the core leadership competencies
27
VP, Tax Resume Examples & Samples
- Representation of Akamai and the Akamai tax function externally
- Managing and develop staff and creating a positive environment whereby they are challenged, motivated, and groomed for advancement within the department
- Driving process improvement initiatives around streamlining the tax provision process and other potential tax process improvements
- Bachelor’s Degree, Masters in Taxation, CPA or equivalent experience
- Minimum of 15 to 20 years of corporate tax experience including Big 4 public accounting at the senior director level or equivalent experience in a publicly traded multinational corporation
- Firm understanding of financial accounting practices and an In-depth knowledge of FAS109/ASC740 reporting standards
- Experience with M&A, including international tax issues
- Strong Federal Sub C background with a focus on research and planning
- Exceptional communication skills with ability to effectively disseminate information to others across the organization in a clear, easily understood manner
- Ability to represent Akamai externally with tax authorities, third parties, and others, and to influence and drive decisions
- Strong planning, operational, and process improvement skills. A commitment to and desire to improve the tax team and activities including an understanding processes and continuous process improvement
- Experience attracting, hiring, retaining, and developing high-performing teams and individuals. A leader that is known for building organizational capability through diverse and deep talent pipelines. A motivating executive capable of instilling excitement and inspiring others
- Highly collaborative team player with the ability to work effectively and drive cross-functional initiatives in a matrixed environment and build successful relationships with various stakeholders
- Experience successfully interacting, presenting to, and influencing senior leadership
- Experience within the high tech industry strongly preferred
- Experience with Hyperion, OneSource, and Oracle a plus
28
VP Tax Resume Examples & Samples
- Develops and executes an effective global tax strategy
- Oversees the global direct and indirect tax functions including Income, Sales and Use Tax, Property Tax & Business License, Tax Research and Planning, Tax Accounting, Audits and Appeals
- Works closely with leaders in global supply chain, treasury, corporate finance, control and strategic alliances to provide a point of view on business initiatives, growth opportunities and tax planning
- Provides leadership in all key areas of global tax including United States federal taxation, global tax environments, state income and sales/use tax, research, transfer pricing, and the United States and global legislative landscape
- Oversight of global income tax accounting for direct and indirect taxes including both SEC and local country statutory reporting
- Develops and maintains relationships with executives in order to understand the business and translate business initiatives into the tax arena
- Presents periodically to the Toys “R” Us, Inc. Audit Committee
- Provides recommendations to executive management regarding cost saving or profit generating opportunities and capital structure
- Partners with treasury, accounting and the legal team on all corporate finance initiatives with a focus on tax optimized capital structure
- Manages comfortably and effectively in a highly dynamic and changing global tax environment
- Manages and develops the Tax team which currently includes 6 direct reports and a total team of approximately 30 by providing vision and strategic leadership, and fostering an environment of growth and development
- Manage relationships with external auditors, tax consultants and government agencies
- This position will be located in our Global Resource Center in Wayne, NJ and requires periodic travel
- Minimum of 15+ years of Corporate Tax experience in Big 4 public accounting firm at the partner level or multi-national corporation
- Strong leadership in the key areas of global tax including United States federal taxation, global tax environments, state income and sales/use tax, research, transfer pricing, and the United States and global legislative landscape
- Demonstrated track record of successfully leading a global tax department including audits and appeals
- Expertise in financial accounting matters, especially the financial accounting for income taxes and international tax laws
- Ability to create and execute a lasting global tax strategy
- Experience presenting to Board of Directors and strong executive presence
- Ability to balance strategic thinking with driving for execution
- Strong leadership capabilities and interpersonal skills
- Command presence and managerial courage while possessing the ability to influence
- Must work with the highest level of integrity and objectivity
- Master’s level degree in Taxation preferred
- CPA (does not have to be active) required or JD with LL.M. – Taxation
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VP, Tax Analyst Resume Examples & Samples
- Review of financial statements
- Monitor quarterly & annual compliance requirements for funds under Subchapter M
- Calculate estimates/extension/payment of taxes
- Reviewing federal and state tax returns
- Monitor and research state tax filing requirements
- Review and update website as it relates to tax disclosures of funds
- Download and summarize K-1s for funds’ partnership investments
- Assist in determining tax characterization and sources of distributions
- A minimum of 5-6 years' public accounting tax experience
- Experience with Regulated Investment Companies preferred
- Advanced Excel knowledge
- Self-starter with strong attention to detail and accuracy
- Flexible, motivated and responsive to feedback
- Demonstrated analytical skills
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VP-tax Resume Examples & Samples
- Working on all aspects of structured transactions from early stage/inception through to full development, approvals and execution
- A principal focus on execution of transactions, including management of all relevant processes, dealing with internal and external stakeholders, taking transactions through relevant approvals, managing external advisers, managing relationships and negotiations with any counterparties and dealing with/drafting legal documentation and legal advisers
- Taking responsibility for executing complex transactions
- Responsibility for managing more junior team members who are working on those transactions, delegating effectively and demonstrating appropriate oversight of their work
- Responsibility for coaching and mentoring more junior members of the team as well as ensuring that they are developing a comprehensive skill set to enable career development and career progression
- Interacting with other business units (e.g. trading desks, structuring teams)
- Liaising with the firm's internal functions to determine the applicable treatment of proposed transactions and to confirm support
- Reviewing and negotiating complex legal documentation
- Dealing with clients, any counterparties and external lawyers
- Excellent educational background from a leading university, preferably with a technical or quantitative component
- Knowledge of working in the front office as part of a structuring business
- Formal UK tax technical training at a leading law firm or accounting practice and holding a professional qualification in the UK tax field
- Experience of working at a top-tier financial institution, in the structured finance area, with a focus on transactions with a UK element
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VP-tax, India Resume Examples & Samples
- Relevant years of experience in the field of taxation
- Experience of working in the field of taxation with thorough understanding of tax issues within financial services industry
- In-depth knowledge of tax matters across direct and indirect tax areas (Please detail areas including local regulation knowledge required in the role)-
- Strong communication skills required for representing Barclays to external tax authorities as well as internal senior management-
- Good networking skills and people management skills
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Senior Director / VP Tax Resume Examples & Samples
- Prepares federal, state, local income and franchise tax returns and related reports ensuring company compliance with tax laws and regulations with over $300,000,000 of liabilities
- Responsible to direct tax research using a variety of federal and state reporting services, code, regulations and tax periodicals, assuring compliance with tax laws, and revealing advantageous tax strategies to management
- Responsible to keep executives informed of tax developments that affect their business including IRS rulings, court cases and law changes
- Serves as primary contact between the Company and the Internal Revenue Service, produces requested documents and defends the Company’s position on various issues in previously filed returns
- Monitors quarterly deferred income tax reporting and preparation of annual report tax footnote
- Monitors with the employee benefits department ensuring proper funding and tax treatment of Company qualified plans
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VP, Tax Consulting Resume Examples & Samples
- Undertake highly technical advisory projects under partner supervision
- Develop a professional network proactively seeking and identifying new business opportunities
- Support senior members of the team to further develop tax products and services for clients
- Work as part of a collaborative team adding to the team spirit
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VP-tax Operations Specialist Resume Examples & Samples
- Supervision of all tax documentation/reporting/withholding functions covering Fixed Income, ALM, Loan Syndication, Accounts Payable, Stock Lending, and Commodity Futures activities
- Submission of yearly FATCA and AEOI information reporting to Cayman Island Tax Authorities
- Management of frequent tax form re-certification for IRC chapter 3 and 4, and FATCA purposes
- Annual filing of IRS tax reporting extension applications on behalf of 25+ entities and affiliates
- Oversight of daily review and surveillance of account income and withholding payment activity
- Coordination with client onboarding and due diligence groups to ensure proper account tax documentation collection and tracking
- Analysis and coordination of new tax reporting requirement impacts on Tax Operations group and systems
- Development of compliance procedures in response to new tax initiatives
- Assurance that changes in the industry are properly communicated to business/IT groups and implemented by required deadlines
- Research of client tax form correction requests regarding reclassifications, foreign tax withholding and other tax related issues
- Coordination of all year‐end tax information for activities/products in scope and reporting of this information in accordance with IRS requirements
- Reconciliation of year‐end reports versus weekly IRS deposits
- Support in production, reconciliation, and submission of 1042S and 1099 tax forms in conjunction with reporting generated by offshore tax teams and business
- Assistance to BNPP global network of Qualified Intermediaries in fulfillment of tax reporting and filing requirements
- Drafting of supervisory procedures
- Supervision of staff daily controls and regulatory reports
- Assistance with regulatory projects and development of controls necessary to implement new tax rules, and regulations and ensure compliance within those rules
- Identification and participation in process design to achieve better controls, compliance and efficiency
- Review of Tax Operations policies supporting various businesses, performance of gap analysis , and drafting of business remediation plans
- Support of audits with IRS and Internal Audit (IA), and any other special audits
- Review, validation, and processing of W-8 and W-9 tax forms and related documentation according to IRS Chapter 3, chapter 61, and FATCA regulations
- Support of technology and system migration projects
- Contribution towards departmental obligations to adhere to strict regulatory and compliance requirements, per IRS and BNP Paribas policy
- Review of written tax policy and procedures, analysis, and response to inquiries from operational areas and central teams
- Management and drive of employee engagement and talent management
- Bachelor’s degree in Accounting, Finance, Business or similar
- 5 - 7 years tax information reporting, withholding and tax document management experience in banking and brokerage including Fixed Income, Asset and Liability Management, Loan Syndication, Correspondent Clearing, Private Banking, Custody, Prime Brokerage and Accounts Payable
- Understanding and expert knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1099 series, 1042-S; Forms 945 and 1042
- Knowledge of the Qualified Intermediary Regulations and related compliance requirements
- Strong knowledge of Income Sourcing rules
- Highly ethical and control oriented
- Strong team and leadership skills
- Innovative and adept at assessing process improvement
- Strong knowledge of tax reporting software applications
- Excellent knowledge and understanding of tax accounting rules and regulations
- Knowledge of Broadridge systems/products
- Experience in the development and deployment of reporting systems / tools
- Understanding of system requirements and capabilities to ensure appropriate controls and processes
- High Proficiency in standard Microsoft applications including Excel
- Strong communication, multi-tasking, analytical, and organizational skills
- Solutions-oriented thinker who is able to generate creative ideas
- Knowledge of TMS (Tax Managed Services) system
- Proficiency in MD3 validation software
- Not Applicable
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Assistant VP-tax Resume Examples & Samples
- You will prepare state and local separate state income and franchise tax returns
- You will generate responses to IDR's issued by federal and state tax examiners
- You will produce and reconcile SALT apportionment data for relevant Business divisions
- You will set-up federal proformas for inclusion in Federal Consolidated tax return
- You will calculate and prepare quarterly estimated payments and year end extension requests
- You will prepare separate tax returns for assigned Business divisions
- You will prepare assigned unitary combined tax returns
- You will arrange IRS IDR responses and work with the federal audit manager
- You will put together SALT IDR responses and collaborate with the state audit manager
- You will answer state and local tax notices for assigned tax returns and provide SALT modifications
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VP, Tax & Trade Segment Resume Examples & Samples
- Responsibility for the growth of our business with tax and trade professionals in accounting firms, corporations, law firms, government, educational institutions and other types of organizations
- Strong understanding of our customers’ strategies, needs, and opportunities
- Directs the development of market segments; determines commercial strategy for Tax and Trade lines of business and monitors the development of business plans, managing product lifecycles and product positioning in the marketplace
- Able to identify and appraise commercial opportunities – identify key issues, opportunities, and threats that inform product line strategy; translates corporate direction and strategic focus into product portfolio decisions; establishes pricing strategies
- Accountable for executing on the strategy and determining how to allocate and prioritize time and resources within the context of new opportunities and commercial programs
- Regularly interacts with executives and major customers. Interactions frequently involve special skills, such as negotiating with customers or internal management to influence senior level leaders regarding matters of significance to the organization
- Success will be measured by delivery of ACV and revenue Plan as well as other subjective measures
- Motivated by challenge, willing to wear multiple hats, mental toughness and resilience
- Transformational leader with ability to mobilize a team toward a common vision; strong organizational and project management skills; outstanding time management skills and attention to detail
- Demonstrated ability to drive and deliver results; a strong team player
- Experience leading and motivating virtual teams
- Ability to synthesize and communicate complex functional issues to internal and external stakeholders, including technical, financial and corporate audiences
- Ability to prioritize multiple simultaneous issues
- Experience and demonstrated success working in a global, complex and highly-matrixed organization
- 12+ years of product management experience in a global market environment – information industry and software product management experience preferred
- Degree required; MBA a plus
- Strong experience with Knowledge Solutions products desired, but not required
- Demonstrated capacity to think and act strategically; demonstrated ability to understand commercial, technological and strategic drivers in order to execute strategy
- Proven ability to influence internal and external audiences, including cross-functional teams without formal authority
- Strategic focus with experience growing product lines
- Change oriented and experience driving transformational initiatives
- P&L responsibility a plus
- Understands and effectively makes use of 'voice of the customer' techniques and methods to gather insights and inform decision making; supports insights with quantitative research where required
- Able to identify and evaluate commercial opportunities and translate corporate direction into product portfolio decisions
- Able to prepare business cases, consolidate and monitor revenue forecasts, prepare sensitivity analysis and understand related business risks
- Understands and effectively plans all go-to-market activities that are necessary to achieve client adoption or retention goals, including customer on-boarding, support planning, pre- and post-sales training, and marketing collateral development
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Assistant VP, Tax Resume Examples & Samples
- Handle all monthly, quarterly, and annual tax reporting packages for DBS entities in Hong Kong and Macau in compliance with Group standards and requirements
- Manage all tax compliance matters relating to DBS entities in Hong Kong and Macau (inter alia tax returns, tax queries, tax provisions and internal reporting)
- Implement the US Qualified Intermediary (QI) filing for the relevant Hong Kong entities
- Support business functions on tax implications for proposed Bank’s new products / services
- Collaborate with Group Tax relating to cross border tax issues
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VP, Tax Resume Examples & Samples
- Tax Provision: Preparation/Review of quarterly and annual ASC 740 and ETR calculations. Monitor tax accounts and review monthly analysis
- Compliance: Preparation/Review of consolidated federal and state income tax returns as well as separate company returns including state apportionment and estimated tax filings; assist with preparation of Canadian federal and provincial returns; assist with tax audits, SOX compliance audits and special projects; oversee preparation of tax depreciation calculation and schedules. Preparation and review of all state and local sales tax returns and all federal, state, and local motor fuel excise tax returns
- Research and Planning: assist with year-end planning, including taxation of inventories, UNICAP, business incentives, and international tax planning and research; keep tax department abreast of current laws and pending legislation with an eye toward opportunities beneficial to any and all of our entities; be involved in professional associations and always mindful of best practices; develop, train, motivate and encourage staff
- The position requires an undergraduate degree in Business or related field. An advanced degree in business will be a plus, though not required
- CPA certification and license is required
- 10 - 15 years of direct corporate tax experience, preferably in a large corporate environment
- Minimum 10 years managing and directing an organization of tax personnel
- Minimum 4 years of experience with a Big-4 accounting firm
- Excellent collaboration and organization skills with a hands-on approach
- A “doer” personality with a sense of urgency
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VP, Tax & Treasury Resume Examples & Samples
- 10 years’ work experience in international environment, continuing education regarding tax knowledge, reliability, accuracy, flexibility, team-spirit, strong communication, self-sufficient, and having sole responsibility. Previous experience managing personnel
- Excellent communication and presentation skills. This includes clearly communicating technical subject matter to a busy, non-technical audience, and understanding what is important to the audience
- Willingness to work a flexible schedule to accommodate business and travel requirements
- Language skills: English
- Expert knowledge and experience of complex financial analysis, forecasting and planning
- IT skills: Microsoft Office, Hyperion Financial Management, and Microsoft Dynamics AX v 2009 (preferable but not required)
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VP, Tax & Economic Policy Resume Examples & Samples
- Bachelor's degree from four-year college or university
- A minimum of 10 years of related corporate, Capitol Hill or Association experience
- Excellent knowledge of legislative issues, process and procedures
- Must be an excellent communicator
- Previous experience managing people and programs is necessary
- Ability to read, analyze, present and interpret governmental legislation or regulations, general business periodicals and professional journals
- Ability to write reports, business correspondence, and Congressional testimony
- Ability to effectively present information and respond to questions from Congressional members and staff; Administration officials, NAM members, the press and general public
- Demonstrated leadership skills in leading a team and as a team member of a leadership team
- Ability to handle pressure in a quality, goal and deadline driven environment
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VP, Tax Resume Examples & Samples
- Finance is responsible for the accounting, tax, financial plans and policies of the organization, establishing and maintaining fiscal controls, preparing and interpreting financial reports, oversight of financial systems, strategic decisions and support, and safeguarding the organization's assets
- Provides leadership and direction for multiple operational units or disciplines through Directors; may manage managers
- Manages an organizational budget
- Approves significant policies and procedures that will result in the achievement of organizational goals
- Develops and implements functional and/or operational strategy
- Decisions have a serious impact on overall success or failure on area of accountability and external stakeholders
- Interacts with all levels of internal and/or external leaders
- Influence senior level leaders regarding matters of significance
- Prepare and review international portions of the consolidated federal income tax return (e.g., 1118, 5471s, 8832s, etc.)
- Ensure that proper documentation exists to support CAH’s international subsidiaries tax basis, earnings and profits pools and tax pools
- Liaise with KPMG Local income tax returns for all CAH legal entities
- Oversee quarterly /monthly /annual VAT tax return filings for all international entities
- Monitor all intercompany flows for purposes of withholding taxes for all international entities
- Oversee other indirect tax returns
- Review tax packages prepared by corporate accounting and other finance personnel to be used for U.S. compliance
- Tax Planning & Research (Support function for the Tax Planning Team)
- Masters in Taxation, CPA or equivalent experience preferred
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VP, Tax Resume Examples & Samples
- Must have technical tax expertise, and hands-on experience with ASC 740, “Accounting for Income Tax” and FIN 48
- Strong hands-on experiences with Onesource Tax Provision application would be a plus
- Strong technical, problem solving and analytical skills
- Must be proficient with MS Excel and MS PowerPoint
- Highly detail-oriented and organized with the ability to prioritize workload and thrive in a fast paced, deadline-driven environment
- Advanced degree such as MST/MBA or CPA is a plus
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VP, Tax Resume Examples & Samples
- Oversee and manage tax staff and provide direction as to top priorities based on filing deadlines
- Maintain compliance with the Company’s Sarbanes-Oxley 404 procedures and internal controls involving accounting for income taxes
- Direct the Company’s annual operational planning process
- Perform financial analysis of potential acquisition targets on a national basis
- Perform financial analysis of business and administrative projects
- Assist in capital planning and evaluation of potential financial risks
- Recommend and implement tax strategies to reduce the overall tax cost of operating the Company
- Perform or oversee the financial accounting for income taxes in accordance with SFAS No. 109
- Responsible for the preparation, review and oversight of all Federal, state and local tax returns and business licenses, including income, sales and use, property and business or franchise
- Manage and coordinate all IRS, state and local tax audits
- Review and evaluate tax opportunities involving acquisitions
- Assist Vice President, FP&A and Treasurer with investor relations and other duties as assigned
- Qualified candidates will possess at Bachelor’s degree in Accounting or Finance and preferably a Master’s degree in Taxation and/or a Juris Doctor degree with appropriate professional certification, e.g., CPA or State Bar
- Qualified candidates must have at least fifteen years’ experience and an in-depth knowledge of FAS 109/ASC 740
- Experience in an International accounting firm and/or experience leading a global tax department or progressive corporate tax experience in a publicly traded company
- Results driven and deadline-oriented
- Self-starter who is able to work with limited task supervision
- Understanding of business objectives
- Ability to travel both domestically and internationally on an as needed basis
- Masters in taxation or Juris Doctor and CPA preferred
- Strong English skills- both written and verbal
- Spanish speaking ability preferred, though not required
