Tax Associate Resume Samples

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DD
D Daugherty
Dominique
Daugherty
2534 Tatum Greens
New York
NY
+1 (555) 928 4052
2534 Tatum Greens
New York
NY
Phone
p +1 (555) 928 4052
Experience Experience
Philadelphia, PA
Tax Associate
Philadelphia, PA
Erdman, Medhurst and Pfannerstill
Philadelphia, PA
Tax Associate
  • Preparing the supporting work papers for all returns, researching tax law changes, and supporting any tax planning initiatives
  • Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparation completed by our firm in India
  • Identifying, researching, and assessing various tax issues while also providing information to senior staff members
  • Research and understand multiple, varied US and Canadian tax laws, regulations, and rulings pertaining to the equipment lease business to ensure that all transactions processed are compliant across all areas of tax and accounting within all jurisdictions. Review all documentation to insure that tax compliance for income tax treatment has been met, and any prepayment concessions have been identified
  • Support clients in analyzing the tax implications of working internationally and filing income tax returns in multiple jurisdictions, including preparation of Federal and State(s) individual income tax returns; this includes analyzing and utilizing foreign tax credits between countries, tax treaties and looking for opportunities to use global tax planning opportunities to minimize overall tax costs
  • Tax adjustments
  • Project/Task Management
Chicago, IL
Sales Tax Associate
Chicago, IL
Gibson, Maggio and Mayert
Chicago, IL
Sales Tax Associate
  • Provide quality employee partner service, including meeting internal and external deadlines, to ensure quality work
  • Coach team members, audit work and provide feedback
  • Assists Management/Tax Accountant with special projects
  • Supports Department Management with Audit research and compilation of customer data for presentation to auditors
  • Maintains flexibility in working with State compliance guidelines, which change on a consistent basis
  • Assist with gathering documentation for tax jurisdiction audits
  • Communicate with taxing jurisdictions and 7-Eleven personnel to determine and verify new/changeover store addresses, unique location tax identifiers, and location codes. Resolve inconsistencies in a timely manner for prevention of fines/penalties
present
Dallas, TX
Senior Tax Associate
Dallas, TX
Weissnat LLC
present
Dallas, TX
Senior Tax Associate
present
  • Refund processing, tracking and logging assessment notices and preparation of Property Tax Returns including Reconciliation
  • Assist in AP invoicing and check approval process through AP software, and timely mailing and tracking/recordkeeping of various tax filings
  • Oversee the end the end Transfer Pricing (TP) compliance, ensuring the groups transfer pricing strategy is adhered to
  • Assist in formulating and delivering tax planning and tax savings services
  • Assist with transfer pricing studies and agreements and ensure accounting records are in compliance with transfer pricing policies
  • Managing tax compliance process, delivering work product(s) on time and within scope and communicating engagement status to management
  • Performing tax structuring and modeling
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Liberty University
Bachelor’s Degree in Accounting
Skills Skills
  • Well organized, able to multi-task, able to prioritize with minimal direction, able to pick up quickly and operate in an ambiguous environment
  • Team player, highly motivated, detail oriented and ability to multi-task
  • Strong leadership profile and excellent negotiation skills
  • Organized, detail-oriented team player with strong multi-task skills, flexible, creative, resourceful, and highly-motivated
  • Strong computer skills, especially strong Excel skills, including Pivot Tables and V lookups
  • Team player, highly organized, attentive to detail and ability to multi-task
  • Strong organizational skills (able to handle multiple priorities)
  • Strong analytical and problem solving skills with the ability to meet deadlines
  • CA/ACA/ACCA/CIMA Qualified/part qual with a strong academic record or Tax Exam qualified. Will also consider candidates with strong practical Tax experience
  • Fair knowledge of accounting principles and a strong self-starter
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15 Tax Associate resume templates

1

Tax Associate Resume Examples & Samples

  • Assure compliance with tax related issues
  • Gather documentation for IRS audit
  • Explain Non-resident Alien treaties and Unites States withholding requirements to others. Must be able to apply the rules on a daily basis to determine proper withholding and to make deposits
  • Report Puerto Rican Government National Mortgage Association (GNMA's) bonds
  • Perform other duties and responsibilities as assigned
2

Senior International Tax Associate Resume Examples & Samples

  • Assist in preparation and review of federal forms related to controlled foreign corporations, passive foreign investment companies, foreign partnerships, and foreign disregarded entities. (i.e. Forms 5471, 8621, 8865, & 8858)
  • Preparation and review of E &P / other book-tax adjustments
  • Assist team with federal and state tax audits
  • Assist in the preparation of the quarterly foreign income tax provisions, including foreign tax credit, FIN 48, valuation allowance analyses, and 10-Q footnote disclosures
  • Research the application of federal tax laws and proposed legislation to aid management decisions
  • Assist with Transfer Pricing documentation and other projects
  • Minimum of 3 years of corporate tax experience working in a Big 4 CPA firm or a large multinational corporation with an accounting or tax Bachelor’s degree; a Master’s or CPA preferred
  • Experience in U.S. international tax preferred
  • Must demonstrate excellent technical research skills, excellent Microsoft Excel, Word and PowerPoint skills
  • Demonstrates strong communication skills, both written and oral
  • Well organized and hands-on with strong analytical skills
3

Tax Associate Resume Examples & Samples

  • Ensuring timely and accurate provision of data for EMEA CIT returns. Collation of data from multiple sources, reconciliation to the general ledger and overall review. Ensuring prompt payment and adherence with all legislation
  • Completion of Tax balance sheet account reconciliations. Posting any required Tax adjustments to Oracle General Ledger and ensuring prompt resolution of issues
  • Completion of statutory reporting requirements for the EMEA entities
  • Promptly responding to CIT queries from stakeholders, business, external advisers, Tax Authorities, audit etc
  • Liaison with external advisers and London policy team is required, good communication and working relationships required
  • Enhancing business knowledge of CIT and providing guidance to business to ensure data integrity
  • Working closely with London policy Tax team, collaboration and input into new projects
  • High level of technical skills, in excel and general ledger applications, preferably knowledge of Oracle and Hyperion Financial Management
  • Requirement to have prepared/reviewed CIT returns, hands on experience required
  • VAT experience would be beneficial, although not a prerequisite
  • Knowledge of current CIT legislation, cross Europe experience beneficial
  • CA/ACA/ACCA/CIMA Qualified/part qual with a strong academic record or Tax Exam qualified. Will also consider candidates with strong practical Tax experience
  • Strong analysis skills and advanced excel (formulas, pivot tables etc)
  • Languages advantageous, liaising with advisers across Europe
4

Trainee Tax Associate Resume Examples & Samples

  • Prepare UK trust and company income tax / capital gains tax returns for review, calculate tax payable and send returns to client for approval and signature
  • Update all relevant databases to ensure timely submission of tax returns, that correct tax is paid and that any elections are made within the specified deadline date
  • Liaise with clients and third parties to ensure information is provided on time
  • Deal with enquiries from clients and / or tax authorities
  • Monitor work in progress and issue fee notes when necessary
  • Ensure personal budgets are met for chargeable time
  • Provide support to members of the department on projects when requested
  • To deal with ad hoc administration and reporting as required
  • Contribute to overall effectiveness of department by interaction / communication with colleagues
  • Ability to prioritise and meet deadlines
  • Excellent telephone manner for both internal and external calls
  • Must have a flexible approach and be a team player but at same time be able to use own initiative
  • Good command of English and attention to detail
5

Tax Associate / Senior Tax Associate Resume Examples & Samples

  • Undertake compliance work on a mixed portfolio of clients
  • Correspondence with clients and third party advisers
  • Monitor day to day work to ensure all deadlines are met
  • Deal with tax related enquiries from in-house departments, HMRC and third parties
  • Assist with training and development of staff
  • Provide support to members of the department on projects or other advisory work when requested
  • Deal with ad-hoc administration and reporting as required
  • Some experience of working in a tax group and dealing with tax compliance
  • Excellent organisational skills including good written communication skills
  • Must have a flexible approach and be a team player but should also be able to use own initiative
  • Good command of English
  • Good accuracy and attention to details
  • Good IT skills
6

Tax Associate Resume Examples & Samples

  • Preparing Federal and State partnership tax returns utilizing GoSystem Tax specific to hedge funds and fund of funds that include: Calculating & preparing foreign tax withholding tax forms
  • Preparing book to tax income and expense adjustments
  • Helping with the preparation of tax workpapers
  • Helping prepare portfolio tax analysis including: Wash Sales
  • Constructive sales
  • Straddles
  • Market Discount
  • Swaps – bullet and NPC
  • Reconciliation of cumulative book/tax differences
  • Collecting documentation to support tax return filings
  • 1+ years of partnership tax experience with a main concentration in hedge funds and fund of funds. Big 4 experience preferred
7

Product Tax Associate Resume Examples & Samples

  • Correspondence with underlying funds in order to obtain estimate/K-1 information
  • Maintenance and updating of our tracking and control systems with respect to information received from underlying investments, and ensuring all fund filings and deliverables are timely filed
  • Preliminary review of the Funds’ tax returns and investor tax information packages, prepared by the Fund’s tax advisors
  • Correspondence associated with state, federal, and non-U.S. tax notices
  • Special projects, including some that extend beyond tax reporting function
8

Tax Associate Resume Examples & Samples

  • Tax Reporting and Problem Resolution
  • Analyze data and prepare the tax workpapers necessary to prepare the required tax filings
  • Prepare Federal and State tax returns
  • Assist responding the notices from federal, state and local authorities
  • Prepare foreign filings associated with ECI and FDAP
  • Perform quality assurance of all work papers in preparation for review by Senior Tax Associate or Manager
  • Identify issues and bring to the attention of Senior Tax Associate or Manager. Assist with the research and resolution of issues
  • Maintain High-Quality Communications
  • Maintain and update client information
  • Escalate issues to your direct report in a timely manner
  • Seeking assignments when unassigned
  • Undergraduate degree in Business preferably majoring in Accountancy
  • Previous tax experience with partnerships preferred but not required
  • Familiar with Gosystem, BNA, and RIA Checkpoint, Investran
  • A proven ability to be self-motivated and produce work at a consistently high standard while working under pressure to meet tight deadlines
  • Contribute to a productive and pleasant work atmosphere and environment
  • General understanding of LPA for all responsible funds
  • Must demonstrate understanding of individual and Company responsibilities toward clients and funds
  • Demonstrate sufficient knowledge of tax and financial accounting – income statement and balance sheet implications
  • Reconcile partner’s capital and book to tax adjustments
  • Demonstrate basic understanding of alternative investment structures
9

Senior Tax Associate Resume Examples & Samples

  • Develop and oversee all promotional and contest initiatives of station
  • Directly supervise employees in the Promotions Department including but not limited to hiring, training, disciplining and appraising performance of employees
  • Write, create and produce on-air promotional
  • Plan and develop station promotions
  • Supervise stations contests including originating or adapting ideas, arranging prizes and listener events
  • Maintain accurate records of contestants, and ensure contests are conducted in accordance with FCC regulations and law
  • Represent station at community events and promotions
  • Coordinate activities of other departments involved in production of promotions and remotes
  • Maintain stations prize closet, inventory of station premiums and inventory and control of station banners
  • Prepare affidavits for clients attesting to the promotional announcements aired for a particular campaign
  • Coordinate all prizes and winners and make sure prizes are available for front desk distribution
  • Handle all release forms to insure 1099’s are in order for distribution
  • College degree in Communications or Marketing preferred but not required
  • Minimum two years’ experience in broadcast marketing, public relations or related field
  • Knowledge of all FCC rules and regulations related to broadcast marketing
  • Ability to handle stress and related pressures
  • Valid driver’s license and dependable transportation
  • Ability to frequently lift and/or move in excess of 50 pounds
10

Senior Tax Associate Resume Examples & Samples

  • 4+ years of Tax Preparation experience from a CPA firm including High Net Worth and related Estate/Trust/Gift Taxes
  • Previous Tax experience (Compliance; Corporate; Individual; Partnership; Research & Planning; State & Local; Trust/Estate)
  • Entity experience
11

Tax Associate Director Resume Examples & Samples

  • 6-10 years of real estate tax or private equity tax experience
  • Strong technical skills in partnership, REIT and real estate taxation
  • Exposure to corporate and international tax reporting requirements
12

Tax Associate / Manager Resume Examples & Samples

  • 4+ years of Hedge Fund Tax Compliance experience out of Big 4
  • Private Equity and Accounting experience
  • Ability to perform portfolio analysis including wash sales, constructive sales, straddles, section 1256, market discount, OID, bond netting etc
  • Ability to review partnership schedule K1’s; Federal, State and Local tax returns and related foreign filings including form 1065, 5471, 8858, 8865, 1120
13

Tax Associate Resume Examples & Samples

  • 2+ years of Hedge Fund Tax Compliance experience out of Big 4
  • Understands the theory of aggregation
  • Strong understanding of basic structure of the funds and SPV’s
14

Tax Associate Resume Examples & Samples

  • An undergraduate or graduate degree in accounting or law
  • 2+ years experience working in tax for a public accounting firm, or comparable industry experience
  • CPA, MS in Taxation and/or LLM (or in progress)
15

Tax Associate Resume Examples & Samples

  • Prepare federal and state quarterly estimated payments
  • Perform light research projects
  • Mix of corporate, partnership, individual tax experience
  • CPA or part passed
16

Senior Tax Associate Resume Examples & Samples

  • 3+ years of experience with Individual and Partnership Tax
  • Working knowledge with GoSystem
  • ProSystem
17

Senior Tax Associate Resume Examples & Samples

  • 3+ years of Public Tax Accounting experience
  • Previous experience with Tax Research/Planning
  • Experience with preparation of 1040 returns, and preparation of 1065, 1120, and 1120S returns
18

Semi-senior Tax Associate Resume Examples & Samples

  • 3+ years of Public Tax Compliance experience
  • Previous experience with Tax (Corporate; Individual; International; Partnership; Research & Planning; State & Local)
  • Working knowledge of Caseware, CCH Pro System, and Quickbooks
19

Senior Tax Associate Resume Examples & Samples

  • 2+ years of Real Estate Tax Compliance experience from a Public Accounting environment
  • Previous experience with Real Estate (Commercial and Residential) and Tax (Compliance; Corporate; Partnership)
  • 4+ year of experience
20

Tax Associate / Senior Resume Examples & Samples

  • Generalist experience from a competitor CPA firm
  • Exposure to corporate, partnership, and individual tax
  • Estate and trust experience
21

Senior Corporate Tax Associate Resume Examples & Samples

  • 2+ years of experience at an Accounting firm, Corporation, and/or Law firm
  • CPA, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST)
  • Experience with Corporate Taxation, Consolidations, Partnerships ,Tax (Compliance; Corporate; Research & Planning)
22

Tax Associate & Senior Resume Examples & Samples

  • 2+ years of relevant experience in a competitor CPA firm or industry
  • Interest in public accounting tax
  • Knowledge of Hedge Fund, Private Equity Fund and Asset management partnership tax
23

Tax Associate Resume Examples & Samples

  • BS in accounting
  • 2+ years of public or private tax experience
  • Background in tax compliance, individual, and trust/estate taxation
  • Experience with high net worth clients
24

Finance, Tax, Associate Resume Examples & Samples

  • Dealing with tax compliance work for various GS entities doing business in Singapore and other ASEAN countries
  • Qualified CPA or solicitor
  • Strong analytical skills & detail oriented approach to work
  • Knowledge of financial industry or financial products helpful
25

Senior Tax Associate Resume Examples & Samples

  • Provide support to the Irish Senior Tax Manager on tax reporting and compliance deadlines
  • Oversee the end the end Transfer Pricing (TP) compliance, ensuring the groups transfer pricing strategy is adhered to
  • Providing tax and TP support on ad hoc projects and queries, helping identify opportunities to reduce risk and ad value to projects
  • Take a lead role in respect of tax lead initiatives and projects within the Irish tax team
  • AITI CTA qualified (or equivalent), ideally ACA/ACCA qualified
  • At least 4 years experience working in corporate tax within a big 4 or multinational organisation
  • Transfer experience is preferable although not necessary
  • Strong tax compliance experience
  • Excellent communication skills, ability to work in team environment both locally and internationally
26

Tax Associate Resume Examples & Samples

  • 2 to 5 years of experience
  • Tax experience with a concentration in domestic partnerships
  • Working knowledge of tax return preparation systems, especially OneSource
  • Knowledge of US reporting of foreign investments including PFIC’s, CFC’s and CFP’s
27

Tax Associate / VP Resume Examples & Samples

  • Preparation of various tax forms including: Tax Withholding forms, Employer Identification Number requests, Entity Classification Elections, etc
  • Tax research and consultation
  • Correspondence with CPA firms, fund administrators, and advisory firms
  • Correspondence with investors regarding various tax related matters
  • 4-8 years of experience with preparation and/or review of partnership income tax returns
  • Experience with alternative investment products including Hedge Funds, Private Equity Funds, and/or Fund of Funds
28

National Tax Associate Resume Examples & Samples

  • Maintain a current working knowledge of legislative updates and tax regulations with regular technical reading and attendance at continuing education programs
  • Assist in the design, creation and updating of firm resources including Excel based tax tools, training materials and presentations
  • Prepare tax returns for a variety of clients, including corporations, individuals, partnerships, fiduciary and exempt organizations with federal and multi-state tax returns
  • Ability to prioritize while managing deadlines, projects and client service
  • Demonstrated research and writing skills, strong verbal communication skills
  • Working towards a Bachelor’s degree; Master’s degree in Accounting, Taxation or related field preferred; with a cumulative GPA of at least 3.25
  • Qualified to obtain CPA license within 24 months of graduation
  • Some travel (less than 10%)
29

Tax Associate Resume Examples & Samples

  • Prepare individual, trust, gift, foundation, and entity tax returns and tax projections
  • Support principals and partners in preparing and advising on all client matters, including financial exhibits – such as compensation and benefits, income tax projections, net worth statements, cash flow statements, estate tax projections, flow charts, and investment asset allocation modeling
  • Work directly and in conjunction with Partners and Principals with High Net Worth clients on all facets of their personal financial situation
  • Regular contact via email and telephone with taxing authorities, clients, and their outside advisors
  • Assist with the coordination and implementation of client meeting decisions
  • 1 to 4 Years of experience
  • Strong verbal and written communication skills, professional presentation, and organizational skills
  • Attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
  • Strong technical proficiency in tax and tax research
  • A general understanding of financial planning
  • General proficiency in technology/applications is strongly preferred
  • 5+ / 4.0 GPA
  • Bachelor’s degree required; Advanced degree preferred
30

Finance, Tax, Associate Resume Examples & Samples

  • Advising on acquisitions, disposals and financings across Europe
  • Advising on ongoing tax issues of holding European investments including restructures
  • Working with, and challenging the input from, 3rd party advisors throughout Europe
  • Liaising with other tax colleagues within the firm, particularly in the US
  • Professionally qualified – UK/European/US Lawyer or Accountant
  • One to five years post qualification tax experience – strong transactional focus with a leading firm
  • Experience of the tax law of UK, US and European jurisdictions
  • A team player with the energy and enthusiasm to prosper in a challenging business environment
  • Self-starter with an ability to work with teams across the firm
  • Willingness to undertake some European travel, including for the purpose of attending board meetings
31

Senior Tax Associate Resume Examples & Samples

  • 3+ years of recent or current CPA or Law firm experience
  • Bachelor’s Degree in Accounting, Law, and/or related field
  • CPA certified or commitment to pass CPA exam
  • Exceptional Tax background (Compliance; Corporate; Partnership; Research & Planning)
  • Knowledge of Tax software
  • Working knowledge of Prosystem FX
32

Providence Tax Associate Resume Examples & Samples

  • Participate in in-house continuing professional education training
  • Work as part of an integrated team
  • Communicate directly with clients as directed by Supervisor
  • MBA, MST or MSA, preferred
  • Proficient with ProSystem FX, or similar tax software, a plus
33

Tax Associate Resume Examples & Samples

  • Connecting personal success with CBIZ & MHM success
  • Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
  • Assist with training and mentoring junior associates and interns on tax methodology
  • CPA eligible; desire to obtain certification is required
  • Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
34

Tax Associate Resume Examples & Samples

  • 0-2 years of public accounting experience with some exposure to tax preparation, preferred
  • Excellent analytical, research, interpersonal, written and oral communications skills necessary
  • Ability to effectively present information, listen and respond to questions from clients and team members
35

Tax Associate Resume Examples & Samples

  • Mentoring by Senior Associates and Managers
  • Exposure to tax compliance and research related to Real Estate, Construction, Retail, Manufacturing and other industries
  • Prepare federal and state tax returns for partnerships, C corporations, S corporations, trusts, and individuals using tax preparation software
  • Assist with IRS audits and tax notice responses
  • Participate in client assignments from beginning to end, working closely with Senior Associates, Managers and Managing Directors
  • Pledge to provide exceptional service to clients by providing individual attention, responsiveness and commitment to understanding their goals and needs
  • 1+ year experience in accounting, tax, or related field preferred
  • Ability to multi-task, think independently, and problem solve in a results driven team oriented environment
  • Strong computer skills, including Microsoft Word, Excel and Outlook
  • Must be able to travel occasionally based on client and business needs
36

Senior Tax Associate Resume Examples & Samples

  • Prepare and file timely sales and use tax returns for multiple authorities
  • Prepare and file annual registration forms for several jurisdictions
  • Maintain all tax accounts
  • Prepare journal entries and account reconciliations
  • Oversee the sales tax audits
  • Prepare tax research to ensure compliance with state and local regulations
  • Prepare responses to tax notices
  • Assist with income tax filings
  • Three or more years of tax experience, preferably within public accounting or a corporate tax department
  • Experience with telecommunications industry, preferred
  • Knowledge of general ledger systems
37

Senior Tax Associate / Manager Resume Examples & Samples

  • 4+ years of Federal Tax Compliance experience for flow-through entities
  • Solid data management skills
  • Experience with Hedge Fund, Private Equity Fund, Publicly-Traded Partnerships or REITs
38

Tax Associate Resume Examples & Samples

  • Prepare for filing the US Federal and State Income Tax Returns, including estimated tax payments, extensions, partnership tax returns and Form 5471s
  • Assist in developing and maintaining a US Federal and State domestic tax compliance calendar to track the timely reporting of all US Tax Returns
  • Prepare supporting documentation for US Federal, state and local income tax audits
  • Assist in the year end ASC 740 to insure that WMG income tax provision is timely and accurately forecasted and reported in accordance with GAAP
  • Provide additional assistance in various tax projects as needed
  • B.S. in Accounting; CPA or MST preferred
  • 3-4 year’s tax experience at US based multinational/major US accounting firm
  • Knowledge of tax return software
39

Senior Tax Associate Resume Examples & Samples

  • Familiarity with the Financial Services industry gained through direct involvement with managed investment vehicles
  • Broad exposure to Federal Income Taxation and some exposure to State and Local Tax
  • Strong technical knowledge of Tax planning, consulting, and compliance related to alternative investments for both national and foreign companies
  • Advanced Degree in Tax or Law
40

Senior Tax Associate Chicago Resume Examples & Samples

  • Supervise and review the work of tax associates
  • Review partnership allocations of income for investment partnerships
  • Manage the tax compliance process for investment partnerships
  • Research tax issues and communicate results to senior management
  • Work with accounting department on calculation of taxable income
  • Minimum of three years of tax experience in a public accounting firm
  • CPA Certified Public Accountant
41

Tax Associate Resume Examples & Samples

  • 2+ years of related work experience in a Tax or Family Office practice
  • Solid Tax background (Compliance and Individual)
  • Previous experience with fiduciary and pass-through entities
42

Senior Tax Associate Resume Examples & Samples

  • 2+ years of High Net Worth Tax preparation
  • Experience with Tax (Compliance, Corporate, Individual, Partnership)
  • Exposure to research techniques
  • Great communication skills (verbal and written)
43

Senior Tax Associate Resume Examples & Samples

  • Bachelor’s Degree in Accounting/Finance or equivalent field required
  • 2+ years of corporate experience in Tax Associate or related role required
  • Familiarity with 5471 and 5472 tax forms necessary
44

Finance, Indirect Tax, Associate Resume Examples & Samples

  • Educated to degree level plus CTA / ATT / ACA qualified or other equivalent as a minimum
  • Prior experience of working in an FS business essential
  • Knowledge of commodities transactions and partial exemption methods desired
  • The candidate must be flexible and adaptable, as there will be exposure to a wide range of issues
45

Senior Tax Associate Resume Examples & Samples

  • Responsible for the preparation of US Federal and State & Local tax returns including consolidated and separate tax returns
  • Assist Director Domestic Tax Compliance in answering tax audit information requests and state and Federal Tax notices
  • Assist in development and implementation of US Federal and State and Local tax planning strategies consistent with the operational profile and strategic initiatives of WMG
  • Research of Federal and State and local tax issues
  • Responsible for conducting tax research and analysis regarding the US state and local sales and use taxes
  • Assist in year-end ASC 740 to ensure that WMG income tax provision is timely and accurately reported
  • Assist in performing due diligence for acquisitions, tax audits and other projects
  • Manage and prepare in conjunction with Vice President of International Taxes, tax research, analysis and tax calculation required for the preparation of Form 1118
  • Manage and prepare in conjunction with VP of International Tax the completion and filing of selected international tax and treasury reporting forms
46

Senior Tax Associate Resume Examples & Samples

  • 2+ years of Corporate / Partnership Tax experience with a Public Accounting and/or Private Industry
  • Exposure to various types of investment K-1s; hedge funds, PE, fund of funds, etc
  • Exposure to Business Management or Family Office
47

Tax Associate Resume Examples & Samples

  • 2+ years of US Tax experience
  • Broad knowledge concerning partnership matters
  • CPA or parts
  • Experience within a public finance firm
48

Tax Associate Resume Examples & Samples

  • Working independently, compile tax data for federal and multi-state, tax return preparation that involve partnership tax filings for investing partnerships (portfolio companies)
  • US reporting of foreign investments and reporting of US investments held by Non-US citizens
  • Respond to tax authority requests and notices
  • Perform interim year partnership projections and allocations to assist the Firm's partners with making quarterly estimated tax payments
  • Research tax issues and advise management accordingly
  • Involvement in special transaction tax related projects related to the global growth of the firm's Private Equity, Alternative Asset Management and other investment related business
  • Heavy interface with outside tax preparers
49

Tax Associate Resume Examples & Samples

  • Prepare M-1 calculations and supporting workpapers for partnership and corporate entities
  • Review K-1 filings and coordinate with service provider
  • Prepare estimated payments for quarterly and annual tax payments
  • Review depletion schedules
  • Assist with federal and state notices and audit requests
50

Senior Tax Associate Resume Examples & Samples

  • 4+ years of Public Accounting experience
  • Experience in Corporate, State and Local Tax Compliance
  • Experience in Partnership Taxation Compliance
  • Experience in researching State and Local Tax issues
51

Junior Tax Associate Resume Examples & Samples

  • Prepare working papers and supporting documentation for Federal Tax returns
  • Prepare income apportionment working papers for State Tax filings
  • Maintain and distribute Federal and State Tax compliance information
  • Assist with the preparation of quarterly estimated tax payment information
  • Prepare working papers and analyses
  • Assist with quarterly analyses and reconciliations of tax payable account
52

Senior Tax Associate Resume Examples & Samples

  • 3-5 years of corporate income tax experience (most of the experience should be with a public accounting firm)
  • College Degree in Accounting
  • Eligibility to pursue CPA license
  • Good accounting skills to be able post journal entries and possess a thorough understanding of journal entries and financial statements
  • Some securities industry/financial products tax experience
  • Strong computer skills, in particular, proficient in using OneSource, Microsoft Excel and Word
  • Strong communication (written and oral) and organizational skills
  • Prior experience in PeopleSoft
53

Senior Tax Associate Resume Examples & Samples

  • 3+ years of related experience
  • Strong Tax background (Compliance and Corporate
  • Working knowledge of OneSource or GoSystems
54

Immediate Need for a Tax Associate in Resume Examples & Samples

  • Minimum of 2 years’ experience
  • Maryland Bar
  • LLM in Tax and/or strong knowledge of accounting and willingness to sit for the CPA exam
  • Detail oriented and comfortable working in fast-paced environment
  • Ready to hit the ground running with minimal training
55

Tax Associate Needed Resume Examples & Samples

  • 2010-2012 JD preferred
  • 3-5 years of tax experience required
  • Excellent grades from top law school required
  • LLM in tax law highly preferred
56

Tax Associate Resume Examples & Samples

  • Participate in client meetings alongside BKD partners and managers
  • 1+ years of public accounting experience required; 2-4 years of experience preferred
  • Current CPA designation; CPA certification is preferred
  • Solid technical accounting knowledge
57

Senior Tax Associate Resume Examples & Samples

  • 2+ years of related Tax experience within a Public Accounting firm in industries such as Financial Services, Commercial or Nonprofit
  • Undergraduate or Graduate Degree in Accounting or Taxation
  • Solid Tax background (990 Non-Profit; Compliance; Corporate; Individual; Partnership)
58

Senior Tax Associate Resume Examples & Samples

  • 4+ years of Public and/or Private tax experience
  • Exposure to both Federal and State Tax Reporting and Tax Estimate Calculations
  • Real Estate Tax experience
59

Corporate Tax Associate Resume Examples & Samples

  • Prepares Federal, State and Local Income Tax Returns
  • Conducts basic tax research and analysis
  • Actively participates on special projects including state nexus analysis and basis tracking for investments research
  • Assists with tax audit information requests
  • Review intercompany transactions regarding withholding requirements and payments
  • Supports by analyzing and responding to queries from various tax authorities
  • Work closely with other members of the Finance department
  • Provide support through ad hoc analyses and reports as required
  • Bachelor of Science Degree in Account or Finance
  • CPA or CPA eligible a must
  • Proficient using MS Office suite, including Excel, Power Point and Access
  • Minimum 2 years experience with Privately Held Corporation Taxes
  • GO System experience a plus
60

Tax Associate Resume Examples & Samples

  • Identify opportunities to serve clients through other BKD services
  • Analytical and reasoning skills
  • Expert PC skills as well as proficiency with the rest of the MS Office suite
61

Senior Tax Associate Resume Examples & Samples

  • 3+ years of Public Accounting or Corporate Tax experience
  • Bachelor’s Degree in Accounting, Business, Economics and/or Finance
  • Understanding of Basic Consolidated Accounting Principles
  • Knowledge of United States Generally Accepted Accounting Principles (GAAP)
  • Master’s Degree in Accounting or Taxation
  • Working knowledge with Oracle’s J.D. Edwards, Hyperion Financial Management, Hyperion Financial Planning, or Hyperion Tax Provision
62

Tax Associate Resume Examples & Samples

  • Represent, guide and advise clients in a variety of corporate and partnership tax transactions
  • Draft various agreements
  • Barred in New York
  • Minimum three years’ experience
  • Large firm experience a plus
63

Senior Tax Associate Resume Examples & Samples

  • Ensure compliance with all Federal and State withholding and reporting requirements including FATCA
  • Assess the impact of legislative changes on processes and procedures
  • Communicate withholding tax procedural changes to impacted businesses
  • Complete Tax research to determine applicability of income tax withholding on products and services
  • Sales/Use and Personal Property tax research as needed
  • Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual (s) to facilitates the required adjustment (s)
  • Represent Corporate Accounts Payable on Tax initiatives including FATCA implementation
  • Manage IRS inquiries and audits
  • Respond to internal and external customer call related to vendor withholding and resolve disputes
  • Coordination of IRS/California State Levies/Garnishments
  • Review/approve IRS Form W8/W9 from vendors to ensure compliance with IRS reporting requirements
  • Manage IRS TIN Matching review process
  • Research historical activity as necessary to respond to internal business partners in adherence to our service level agreement
  • Review and analyze the integrity of data (US and Global regions)
  • Manage the creation and distribute the 1099s, 1042S, 592B forms, and proforma
  • Cross train with other team members, and other operational teams
  • Document, update and enhance procedures and training documentation
  • Communicate and participate in multiple operational, technological, and business projects (business requirements, testing, implementation, procedures, etc)
  • Liaise with business partners to assist in the development, enhancement, and implementation of best practices
  • Provide tax guidance to other operational teams
  • Serve as a subject matter expert for US and Global Accounts Payable regions
  • Manage and support the tax team’s structure and goals
  • Strong awareness of tax operations and US tax withholding reporting requirements including FATCA
  • 5-7+ years of relevant experience, Bachelor’s degree or equivalent in business administration, accounting, finance, tax, or related field preferred
  • Strong understanding of FATCA/Chapter 4 and NRA/Chapter 3 withholding, and remittance requirements
  • Ability to work as a strong team manager
  • Advanced problem solving and analytical skills
  • Strong oral and written communication skills; comfortable with scheduling and facilitation discussions
  • Proficient with SAP and TaxPort
  • Proficient with Microsoft Products –Word, Excel, Power Point, Project, and Access
64

Tax Associate Resume Examples & Samples

  • Provide direct support to the Tax Director
  • Work with Big4 Accounting firms to prepare & review partnership and corporate returns for 20+ Fund & 10+ Management Company entities
  • Work with external accounting firms to prepare various state, local, and VAT filings
  • Proactively interact with key BAM employees and external service providers to gather information, resolve tax-related problems, and effectively manage the tax profiles of the Funds and Management Companies
  • Assist with tax planning and compliance work for BAM Founding Partners
  • Problem solving skills and ability to identify and implement appropriate solutions
  • Consistent work ethic through hard work, confidence, and effort
  • Outstanding attention to detail and strong organizational skills
  • 2-5 years of experience in a tax related role within the financial services industry required
  • Excellent MS Excel skills – ability to work efficiently in Excel with a strong understanding of Pivot Tables, VLOOKUP, and SUMIF(s) functions
65

Senior Tax Associate Resume Examples & Samples

  • Prefer 3+ years’ experience of tax
  • CPA License preferred or working towards CPA
  • Team player, ability to work in team environment
  • Strong computer skills
  • Must be well organized, have a strong work ethic and the ability to work independently once trained
66

Audit / Tax Associate Resume Examples & Samples

  • Mentoring by Senior Associates & Managers
  • Gain an understanding of and assist in planning audit and accounting assignments in Real Estate, Construction, Retail, Not-for-Profit, Manufacturing, and other industries
  • Execute solid understanding of accounting principles and tax regulations as they relate to individual client assignments
  • Participate in client assignments from beginning to end, working closely with Senior Associates, Managers, and Managing Directors
  • Pledge to provide exceptional service to clients by providing individual attention, responsiveness, and commitment to understanding their goals and needs
  • Bachelor's degree required; Master’s degree in Accounting, Taxation, or related field preferred
  • 1 + yr experience in accounting or related field preferred
  • Strong technical, interpersonal, analytical, research and project management skills
  • Ability to multi-task, think independently, and problem solve in a results-driven, team oriented environment
67

Tax Associate Resume Examples & Samples

  • 3+ years of Partnership Tax experience
  • Strong knowledge of Partnership Allocations
  • Knowledge of Tax waterfalls and targeted Allocations
  • Previous experience working for a Big 4
  • Individual and/or Management Company Tax experience
68

Senior Tax Associate Resume Examples & Samples

  • Assist in quarterly and annual international and domestic ASC 740 (FAS 109/FIN 48) tax accruals, global effective tax rate calculations, and footnote disclosure
  • Prepare domestic tax provision calculations and review international tax provision calculations prepared by local teams
  • Consolidate worldwide tax provision calculations and tax account rollforwards quarterly and at year end
  • Monitor provision impact of APB23 undistributed earnings assertion
  • Assist in streamlining the worldwide quarterly and annual provision process using OneSource Tax Provision
  • Monitor tax legislation and FASB tax related pronouncements and determine impact to company’s financial statements
  • Assist in preparation of US provision to return adjustments and review of international provision to return adjustments
  • Assist with compiling SOX documentation and work with internal audit team
  • Calculate and prepare state and local estimated tax payments and extensions as needed
  • Assist in tax compliance as needed
  • Assist with tax audits, including information gathering per audit requests as needed
  • Research technical federal, state, and international tax matters and prepare memorandums to document conclusions
69

Tax Associate Resume Examples & Samples

  • Preparing Federal and state partnership tax returns utilizing GoSystem Tax for our hedge funds and fund of funds clients
  • Helping perform research for various tax issues
  • Bachelors Degree in Accounting degree
  • 1+ year tax preparation experience, experience with GoSystem Tax software strongly preferred
  • Experience dealing with hedge fund and fund of funds taxation a plus
  • Team player, highly motivated, detail oriented and ability to multi-task
70

Senior Tax Associate Resume Examples & Samples

  • 2+ years of experience in a public accounting firm and/or a corporate tax department within the banking/financial services industry
  • Experience with Thomson Suite of products, including OneSource tax compliance software
  • Effective writing and communication skills
71

Senior Tax Associate Resume Examples & Samples

  • 4+ years of Tax experience
  • Previous experience Tax allocation preparation, partnerships, and FIN48
  • Withholding Compliance experience
72

Tax Associate Resume Examples & Samples

  • Relevant tax experience with a concentration in domestic partnerships
  • 2+ years of experience to carry out the responsibilities of the position, gained in either Public Accounting and/or a combination of both public and private experience
  • Strong computer skills, especially strong Excel skills, including Pivot Tables and V lookups
  • Knowledge of US reporting of foreign investments including PFICs, CFCs and CFPs
73

Senior Tax Associate Resume Examples & Samples

  • Preparation of complex C corp., S corp. and partnership income tax returns
  • Review of mid-level complexity C corp., S corp. and partnership income tax returns
  • Handle and resolve tax controversies
  • Training and supervision of staff accountants
  • 2+ years prior experience working in the tax department of a public accounting firm
74

Tax Associate Resume Examples & Samples

  • Assist the Tax Manager in the preparation of proforma federal income tax returns and the compilation of the Federal consolidated income tax return. Manage GAAP ledger transfer into tax software. Prepare federal elimination entries
  • Prepare and/or review state and local tax returns, including quarterly estimates and annual extensions. Prepare state allocation and apportionment schedules. Prepare state elimination entries
  • Manage selected state income tax audits
  • Research tax issues and respond to notices from various taxing authorities
  • Maintain a thorough understanding of federal and state laws and policies to assist the Tax Manager in ensuring compliance with laws and regulations
  • Assist the Tax Manager with quarterly and year-end tax provision computations, including the calculation of book-tax differences
  • Work closely with numerous departments including corporate accounting, legal, treasury, systems development, and third party tax software vendors to maintain all associated tax return records and work papers
  • Maintain and provide timely and accurate reconciliations of various general ledger accounts and perform special projects as assigned
  • 5 or more years in C-Corp federal, state and local tax experience required
  • Experience with computerized tax software and research programs
  • Comprehensive knowledge of Microsoft Excel and Word
  • Foundational understanding of Microsoft Access and PowerPoint
  • Ability to operate with minimal direction and handle several projects simultaneously
  • Judgment and independent decision making required for complex issues
  • Ability to collaborate with all tax areas/team members and maintain a positive outlook
  • Master’s Degree in Business Administration or a related field
  • Experience with Thomson Reuters OneSource
  • Experience with statutory accounting
75

Senior Tax Associate Resume Examples & Samples

  • 3+ years of Public and/or Private Tax Accounting experience
  • Bachelors and/or Masters Degree in Accounting or Tax
  • Licensed CPA desired
  • Experience on Credit and/or Structured Finance Products
76

Tax Associate Resume Examples & Samples

  • 2+ years of Federal and State Compliance experience in the Financial Services industry
  • Strong data management skills
  • Experience with Corporations, Publicly Traded Partnerships, and REITs
  • State Compliance experience
77

Sales Tax Associate Resume Examples & Samples

  • Prepare various transactional tax returns meeting deadlines for filing and payment
  • Comply with controls to ensure data integrity of all financial information processed
  • Maintain accurate records to support the audit trail for tax and SOX compliance
  • Assist with gathering documentation for tax jurisdiction audits
  • Review invoices for taxes paid
78

Junior Tax Associate Resume Examples & Samples

  • 1+ year of related Tax experience
  • Familiarity with Tax software programs and BNA Tax Planner
  • 1+ year of prior experience in the Tax Department of a Public Accounting firm
79

Fiduciary Tax Associate Resume Examples & Samples

  • 3+ years of Fiduciary Tax experience
  • Bachelor’s Degree in a related field
  • Familiarity with ProSystem fx and OneSource Tax software
  • Microsoft Office/Suite proficient (Word, Outlook, and Excel)
  • Experience with Hedge fund K-1’s, ESBT’s and State nexus issues
80

Junior Tax Associate Resume Examples & Samples

  • 1+ years of experience in Hedge Funds and Investment Vehicles, needs to know partnerships, will look at R/E as well
  • Compliance experience with Investment Partnership Allocations
  • Working knowledge of Complex Investments, including Derivatives
  • CPA and/or MBA
  • Combination of Public and Private experience
  • Individual and Corporate compliance experience
81

Tax Associate Resume Examples & Samples

  • Ability to prepare complex tax returns
  • Experience with Individual, Corporate, Trust and Partnership returns
  • Prior customer service experience
82

Tax Associate, Asset Management Resume Examples & Samples

  • Mandatory minimum of 4 years U.S. federal tax experience with working on private equity, real estate and/or hedge funds
  • Masters in Tax preferred
  • Working knowledge of FATCA
  • Knowledge of German and U.K. tax preferred
  • Knowledge of UKCDOT and CRS preferred
  • Strong interpersonal skills and effective presentation abilities
  • Proactive worker who can work independently
  • Must be able to multi-task in a fast paced environment
  • Proficiency with PowerPoint
83

Fiduciary Tax Associate Resume Examples & Samples

  • 3-5 years of fiduciary tax experience
  • Proficiency in Microsoft Word, Outlook, and Excel
  • Familiarity with ProSystem fx and OneSource tax software
  • Ability to work effectively under pressure
  • Experience with Hedge fund K-1's, ESBT's and state nexus issues
84

Benefit Payment Services Tax Associate Resume Examples & Samples

  • Works with Client Service, Technology, Corporate Tax, Risk, and Audit, external vendors, and trust departments to ensure accurate Benefit Payment Services information reporting and withholding matters
  • Perform and validate outcome of reconciliations and report findings to management
  • Audit various daily activity report and control reports, researching any discrepancies
  • Maintain compliance with all information and tax regulations for qualified and non-qualified plan tax remittance and withholding guidelines
  • Contact for all information reporting and withholding related production issues, and ensure appropriate resources assigned, timely follow up and completion for all issues, assuring little, to no, client impacts
  • Participation in the annual tax project which includes all regulatory, plan sponsor and plan participant information reporting
  • Accountable for accurate and timely mailing of all information reporting forms to plan participants (i.e. 1099, W-2, 1042-S, 480.7)
  • Daily reconciliation of all tax withholding and timely filing of tax returns related to plan withholding (i.e., 941, 945)
  • Daily review and approval of IRS forms for non-resident aliens
  • Research and resolve all tax penalty notices received from the IRS, state and local taxing agencies and file all amendments as necessary
  • Research deposit and adjustment discrepancies for resolution within specified timeframe to minimize penalty and interest loss exposure
  • Maintain current on all retirement industry and information reporting changes
  • Continually look for ways to streamline daily processing, suggest operational enhancements and execute efficiencies
  • Participate in system disaster recovery and other required testing as necessary
  • Responsible for daily and monthly-tax related job releases, report requests, mass update, and submission of special transactions or maintenance
  • Perform data analysis and corrections to ensure all aspects of tax data are correct prior to tax filings
  • Minimum 4 year college degree in Accounting and/or Finance-related field of study
  • Detailed knowledge in information reporting and filing requirements & process
  • Knowledge of withholding tax regulations and reporting
  • Detailed Pension, Qualified, Non-Qualified plan industry experience required
  • Demonstrated experience in reconciliation and accounting control environment required
  • Demonstrated ability to work independently with minimum supervision and the ability to work as part of a team
  • Strong analytical skills to identify root-causes of issues and their potential resolution
  • Intermediate project management skills
  • Strong organizational and time management skills to be able to multi-task and effectively manage projects to completion. Be able to work under pressure effectively
  • Strong PC skills and advanced experience creating MS Access tables, manipulating Excel to merge spreadsheets, create pivot tables and other expert functions
  • Flexibility to work early morning or late nights and weekends, if needed to support information reporting and project deadlines
85

Senior Tax Associate Resume Examples & Samples

  • 5+ years of US Corporate Tax experience in a Public Accounting and/or Corporate Tax environment
  • Extensive experience in the preparation of State and Local Tax returns
  • CPA, MBA or MS in Taxation
  • Experience with the preparation of Federal Tax returns
  • Prior experience using InSource Income Tax and Tax Provision software
86

Business Tax Associate Resume Examples & Samples

  • Help businesses meet ever-growing and increasingly complex tax demands by having a deep understanding of relevant legislation
  • Display outstanding communication skills and the ability to manage client relationships effectively
  • Familiarity with Singapore's Corporate Tax is highly advantageous
  • Minimum 1 complete year of relevant work experience is required for Associate role
  • Minimum 3-4 complete years of relevant work experience is required for Consultant role
87

Tax Associate Resume Examples & Samples

  • 3+ years of Tax experience (Corporate and Compliance)
  • Previous experience working for a US Accounting firm
  • Working knowledge of OneSource or GoSystem
88

Junior Tax Associate Resume Examples & Samples

  • Familiarity with tax software programs and BNA Tax Planner
  • Comfortable working as a member of a team
  • 1-5 years' prior experience in the tax department of a public accounting firm
89

Senior Tax Associate Resume Examples & Samples

  • 2+ years of experience working within a Public Accounting firm and/or a Corporate Tax Department
  • Working knowledge of Thomson Suite of products, including OneSource Tax Compliance software
  • Previous experience working within the Banking / Financial Services industry
90

Tax Associate Resume Examples & Samples

  • Prepare and review federal and state income tax returns for high net worth individuals, Trusts, LLCs, Business Entities, and Gift Tax
  • Support team in preparing and advising on all client matters, including
  • Regular interaction with clients, third party advisors and taxing authorities
  • Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
  • Bachelor’s degree required and advanced degree preferred
  • GPA of 3.5+
  • CPA or CPA candidate preferred
91

International Tax Associate Resume Examples & Samples

  • 2+ years of Corporation or Partnership Income Tax experience
  • Exposure to Foreign Entities
  • On-US income tax experience
92

Tax Associate Resume Examples & Samples

  • 2+ years of Corporate Tax experience out of the Financial Services industry
  • Able post journal entries and possess a thorough understanding of Journal Entries and Financial Statements
  • Working knowledge of PeopleSoft and OneSource / Go system
93

Tax Associate Resume Examples & Samples

  • 2-4 years of experience as a Tax Associate at a top law firm
  • Experience in general corporate/partnership federal tax
  • JD from top law school
94

Tax Associate Resume Examples & Samples

  • 2-4 years of Big 4 or similar accounting firm experience
  • Strong tax knowledge of partnerships and the private investment fund industry
  • Ability to efficiently manage multiple tasks in a fast-paced environment
  • Proficiency with GoSystems, Microsoft Word, Excel and Outlook
  • Master's Degree in Taxation or Accounting
95

Senior Tax Associate Resume Examples & Samples

  • 2+ years of recent Real Estate Partnership experience in the Public Accounting industry
  • Solid Tax background (Compliance, Partnership, Research & Planning)
  • Exceptional skills in preparing and reviewing 1065 tax returns
96

Senior Tax Associate Resume Examples & Samples

  • 3+ years of progressive Tax return preparation and Compliance experience
  • Strong Tax Accounting skills with proficiency in US GAAP, Tax Compliance, Corporate Consolidated Returns, Consolidated Federal Tax Returns, Partnership Returns, and Combined State Tax Returns
  • Working knowledge of ProSystems and CCH
  • Previous experience in Public Accounting
97

Tax Associate Financial Advisory Services Resume Examples & Samples

  • Appropriately delegate and supervise tasks performed by Financial Analysts
  • Interface directly with senior executives of clients and target companies
  • Analyze target company financial information and other data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
  • Draft tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis
  • Review and assess internal controls
  • Review customer and supplier contracts
  • The ideal candidate should have a demonstrated ability to work cooperatively with team members and an exceptional work ethic
  • For the Associate position, a minimum of 2 years Transaction Services experience, providing financial or tax due diligence and other transaction-related services
  • Big Four and transaction advisory experience is preferred
  • Strong current knowledge of United States Generally Accepted Accounting Principles
  • Basic knowledge of Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards, mergers and acquisitions
  • Strong command of Microsoft Excel and PowerPoint
  • Ability and willingness to travel
98

Boston Tax Associate Resume Examples & Samples

  • Prepare federal, state and international (corporate) income tax returns
  • CPA certification, or in process, preferred
  • A demonstrated ability to self-direct and effectively organize time and projects
  • Strong written and oral communications skills required
  • A self-starter with an eagerness to learn is required as well as proficiency in MS Word, Excel, and Outlook
99

Tax Associate Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance, Economics or related field is required. Candidates with an advanced Degree in Taxation, CPA, or other related certification would be preferred
  • 2-5 years of experience in a combination of global accounting firms and/or large corporation tax departments is required
  • Candidates with previous financial services industry experience would be preferred
  • Must also be able to demonstrate proficiency with the following skills
  • Ability to multitask effectively
  • Adaptive learner; able to grasp new concepts quickly
  • Proficiency with various software programs, particularly the Microsoft product suite
  • A passion for details and a sense of urgency
100

Tax Associate Resume Examples & Samples

  • Federal, state and local income tax compliance
  • Previous experience in an accounting or finance position a plus
  • Superior communications skills, both oral and written
  • Proficiency with Microsoft Office Suite with a high proficiency in Microsoft Excel
  • Experience with the CorpTax Compliance Software a plus
  • Assertive, proactive, flexible, and creative
  • Must be willing to participate in non-technical department initiatives where appropriate
101

Tax Associate Resume Examples & Samples

  • Detailed oriented with excellent written and verbal communication skills
  • Strong analytical, technical and research skills
  • Collaborative team player and strategic solution provider
  • Bachelors and/or Master’s degree in Accounting
  • CPA or actively working to obtain
  • At least 2 years of experience in a public accounting firm
  • GAAP knowledge
  • Working Knowledge in Quick Books, ProSystem fx Tax, Engagement, and Document software
102

Tax Associate Resume Examples & Samples

  • Completion of ASC 740 tax accounting and reporting for the company, including preparation of the quarterly and year-end income tax provision, reconciliation of the tax accounts and preparation of the income tax related financial statement disclosures as required by GAAP and the SEC
  • Maintain and document the procedures and controls related to the tax accounting and compliance function and to comply with SOX 404 requirements
  • Preparation and filing of federal and state tax returns and related estimated tax payments
103

Tax Associate Resume Examples & Samples

  • Good computer skills and proficiency in Microsoft Word, Outlook, and Excel. Familiarity with tax software programs and BNA Tax Planner
  • Strong organizational skills (able to handle multiple priorities)
  • 3 – 5 years of prior experience in the tax department of a public accounting firm preferred
104

Mid-level Tax Associate Resume Examples & Samples

  • J.D. from a top law school; grades and law school will be considered
  • 2 years of experience as a tax associate at an Am Law 200 firm
  • Transactional experience, with exposure to securitization
  • Excellent research and writing skills, with experience in related document drafting
  • Admitted to, or eligible for admission to, the DC Bar
105

Senior Tax Associate / Manager Resume Examples & Samples

  • 3+ years of Tax (Compliance; Corporate; Partnership) experience
  • Real Estate background
  • Previous experience in a Public Accounting and/or Private Industry experience
  • Solid analytical and research skills
106

Tax Associate Resume Examples & Samples

  • Assist managers on project development including client pursuit initiatives
  • Degree in Engineering/Science and Accounting/ Finance/other business related fields
  • Fresh graduates are encouraged to apply and will be considered for the role of Associate
  • At least 2 years (for consultant position) of relevant work experience
107

Senior Tax Associate Resume Examples & Samples

  • 3+ years of Tax experience
  • Solid analytical and review skills
  • Able to multitask efficiently and effectively *LI-HD#ACCT
108

Tax Associate Resume Examples & Samples

  • 3-5 years of corporate income tax experience (most of the experience should be with a public accounting firm),
  • Eligibility to pursue CPA license,
  • Bachelors/Master�s program course content that included corporate tax courses,
  • Some securities industry/financial products tax experience,
  • Strong computer skills, in particular, proficient in using OneSource, Microsoft Excel and Word; experience in PeopleSoft is a plus
109

Senior Tax Associate Resume Examples & Samples

  • 2+ years of Federally Tax exempt organizations experience
  • Bachelor's Degree in Accounting; Master’s Degree in Taxation, JD, LLM or CPA
  • Strong skills in reviewing and compliance skills regarding 990, 990-PF and 990-T information returns
110

Tax Associate Resume Examples & Samples

  • Report Puerto Rican Government National Mortgage Association (GNMA’s) bonds
  • Assist with 1099-R and 5498 reporting for IRAs
  • Tax reporting concepts, practices and procedures
  • Read and understand complex IRS regulations and accounts
  • Identify and resolve tax problems
111

Asset Management, GWM, IRA Tax, Associate Resume Examples & Samples

  • Responsible for required tax withholding and reporting
  • Create and distribute the 1099-Rs, 5498 and tax packages
  • Strong oral and written communication skills; comfortable with scheduling and facilitating discussions
  • Tax Experience
112

Tax Associate Resume Examples & Samples

  • Strong computer skills and proficiency in Microsoft Word, Outlook, and Excel
  • 2 years of relevant work experience
  • 3–5 years of prior experience in the tax department of a public accounting firm
113

Tax Associate Resume Examples & Samples

  • Assist with work plan development and monitoring, data collection, preparation of tax returns and informational reports, estimated tax calculations, account reconciliations, accrual to return adjustments, and special projects and other duties as assigned
  • Conduct tax research and assist in planning pertaining to Federal, State and Local income and franchise tax, working with outside advisors as necessary
  • Prepare and maintain audit-ready tax work papers and detail files for all open tax years
  • Assist with tax audits and queries of/relating to Federal, State and Local returns, including maintenance and of audit control logs and compiling and preparing responses
  • Assist in the preparation of quarterly and annual ASC 740 income tax provisions including deferred tax analysis, FIN 48 analysis, SOX compliance, related account reconciliations and financial statement disclosures as appropriate
  • Assist in maintaining appropriate internal controls over tax accounts and all aspects of the tax function
  • Responsible for working within time constraints, meeting deadlines and providing timely updates to tax team on project status
  • Ask appropriate questions and communicate with team members as required to complete tasks, and be available to attend meetings when scheduled as required by management
  • Interface and collaborate with others in the organization, with occasional travel as necessary, including cross-border
  • Bachelor’s Degree in Accounting or Finance required: Advanced degree a plus
  • Minimum two (2) to three (3) years of related experience required
  • Academic knowledge of general US tax principals and ASC 740, including FIN48
  • Proficiency with OneSource tax software, Checkpoint, and Microsoft Office
  • Ability to work effectively under pressure and manage multiple projects in time-constrained environment
114

Audit & Tax Associate Fall Resume Examples & Samples

  • Development of leadership and networking skills
  • Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments
  • Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
  • Assist with training and mentoring junior associates and interns on audit methodology
  • Bachelor's degree required; Master’s degree in Accounting, Taxation or related field preferred
  • Excellent interpersonal, analytical, research and audit project management skills, including knowledge of GAAP, Taxation compliance, codes and regulations and GAAS rules, procedures and standards
115

Global Mobility Tax Associate Resume Examples & Samples

  • Manage Global Compensation Accumulation & Year End Add to Earnings Process - serve as the single point of contact for local HR, Relocation, Payroll, AP, the outside tax service provider and all other involved parties including monthly reporting for China & Korea, annual Singapore pension data request and local country payroll
  • Manage Tax Payment Process – work with Global Mobility Tax Manager, outside tax service provider, Accounts Payable and Payroll as applicable to issue and track any tax payments to the appropriate tax authority
  • Manage Tax Equalization Process - authorize tax payments, collect tax settlements from assignees and track all settlements
  • Review tax cost estimates for reasonableness from tax vendor for expatriate and short term assignments
  • Tax Vendor Authorization Process (upload authorization forms and assignment letters into collaborative/shared documents database, orientation tracking, etc.)
  • Coordinate and track the preparation of various US tax forms (e.g. Form 673 and W4 forms)
  • Assist in managing tax vendor and tax compliance process including maintaining authorization list and processing vendor invoices
  • Assist with annual merit increase process and bonus hypothetical calculations process
  • Provide assignment & cross border move updates to tax vendor and ELC Global Equity teams
  • Assist with maintaining and improving expatriate data for tracking and reporting
  • Filing for US Certificates of Coverage
  • Work on various special projects (including IRS audit requests, proxy reporting , tax data requests, vendor surveys & processing imputed income for top executives)
  • Experience working in a global team and dealing with people at all levels
  • Strong communication, project management, interpersonal, analytical and organizational skills
  • Effective time management & organizational skills with the ability to prioritize and plan work activities and meet deadlines
  • 1-3 years experience in Mobility, International Compensation or Tax is preferred
  • Knowledge of International Assignments/Global Mobility or Relocation is highly desirable
116

Fiduciary Tax Associate Resume Examples & Samples

  • Responsible for comprehensive fiduciary tax assignments that will consist of all aspects involved with the preparation and filing of federal and state tax returns, estimated payments and projections for non-grantor trusts, grantor trusts, charitable remainder trusts and private foundations
  • Work closely with senior members of the fiduciary tax group, client account managers, clients and outside advisors
  • Research various federal and state tax issues, utilizing internet research tools
  • Correspond with various tax authorities
  • Analyze and interpret trust instruments and other pertinent documents, including GST analysis
  • 3-5 years fiduciary tax experience required
  • Good computer skills and proficiency in Microsoft Word, Outlook, and Excel
  • Experience with Hedge fund K-1’s, ESBT’s and state nexus issues is a plus
  • Good Listener and able to think on their feet
117

Junior to Midlevel Tax Associate Resume Examples & Samples

  • 2012-2014 JD from a Top Law School with stellar academic credentials
  • Experience in corporate, partnership, international and/or restructuring transactional tax
  • Big law or top tax boutique law firm experience or Big 4 Accounting experience
118

Tax Associate Resume Examples & Samples

  • Bachelor's degree in Accounting; Master's in Tax is a plus
  • 2+ years' tax experience in a public accounting firm
  • Proven competence with MS Office and tax compliance and research software, including BNA portfolio and projection, CCH Axcess and RIA
  • Solid organizational skills with a demonstrated ability to multi-task
119

Tax Associate Resume Examples & Samples

  • BS/BA accounting; CPA designation or eligibility to sit is highly desirable
  • Minimum 1-2 years Associate level tax accounting experience in a public accounting arena
  • Analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards
  • Excellent written, interpersonal, and presentation skills
  • Computer expertise including knowledge of audit-preparation software
  • Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and Caseware experience a plus
120

Senior Tax Associate Resume Examples & Samples

  • Accept responsibility for, and complete tasks assigned by CohnReznick management in a timely fashion
  • Education: BS/BA accounting preferred; MST and CPA a plus
  • 3-5 years tax experience in a public accounting or real estate firm preferred
  • Proven competence with MS Office and tax compliance and research software to include BNA portfolio and projection, CCH Axcess, RIA
121

Senior Tax Associate Resume Examples & Samples

  • Researching tax issues and filing requirements that affect tax compliance
  • Managing tax compliance process, delivering work product(s) on time and within scope and communicating engagement status to management
  • Reviewing tax returns and ensuring accuracy and completeness
  • Researching complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
  • Drafting tax technical memorandums
  • Performing tax structuring and modeling
  • Developing tax industry knowledge and expertise and sharing that knowledge with the team
  • CPA or eligibility to sit for the exam is preferred
  • 5+ years' tax experience in a public accounting firm, including experience with investment partnership/hedge fund tax returns and related partner allocations
  • Demonstrated writing skills a must; proposal development experience is a plus
122

Tax Associate Resume Examples & Samples

  • Supports multiple client engagements on time and within budget, identifying issues and communicating progress and audit results to supervisors
  • Handles routine client tax questions and works with client to collect necessary information for tax return completion and compliance
  • General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data
  • Experience with Pfx Fixed Assets, GoFileRoom, Pfx Engagement, Pfx Tax, preferred
  • Proficient with Microsoft (MS) Windows and Office products
  • Previous accounting internship preferred
123

Tax Associate Resume Examples & Samples

  • Bachelor’s or Master’s degree in Accounting or related field
  • 1+ years of experience serving in a tax role with a public accounting and/or professional services firm
  • Current CPA or eligibility to sit for the CPA exam preferred
  • Prior experience servicing clients in a variety of industries preferred
  • Strong planning and organizational skills
124

Tax Associate Resume Examples & Samples

  • Work with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects
  • Stay aware of general business trends or issues in order to professionally represent and apply this knowledge to the client's solutions
  • Prepare accounting-related reports through a paperless office environment
125

Sales & Local Tax Associate Resume Examples & Samples

  • Strong multistate tax research and analytical abilities
  • Outstanding verbal and written communication skills
  • The ability to attract and engage clients
  • Innovative problem solving capabilities
  • Remaining highly motivated while prioritizing and working on simultaneous engagements
  • The capacity to work effectively in both a team and independent setting
  • 1-2 years of SALT experience, preferably in a public accounting or law firm
  • 4 year Bachelor’s degree; advanced tax degree (Masters in Tax, JD, or LL.M. in Tax) preferred
126

Tax Associate Resume Examples & Samples

  • Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparation completed by our firm in India
  • Responding to inquiries from the IRS and other taxing authorities
  • Identifying, researching, and assessing various tax issues while also providing information to senior staff members
  • Providing on-the-job training to junior staff members
  • Completion of necessary education hours for CPA licensure, if required in the state where the position will be located
127

Senior Tax Associate Resume Examples & Samples

  • Build relationships and interact with clients and business leaders to provide expertise through planning and consulting
  • Utilize the tax provision and tax compliance process
  • Assist in the education and mentoring of less experienced staff
  • Prepare all tax papers on a regular basis and handle all information data requests
  • Limited travel
128

Tax Associate Resume Examples & Samples

  • Preparing and reviewing tax returns
  • Performing research on tax related issues
  • Preparing extension reports and extensions as needed
  • Experience of 1+ years
129

Deloitte Tax Solution Business Tax Associate Resume Examples & Samples

  • Assist in preparing draft memos/ query letters/ draft tax computations/ draft returns for manager's review and/ or to client
  • Able to apply tax concepts effectively to client's facts and circumstances, and to compliance work
  • Understand the concept of monthly and annual tax return calculation & filing including performing reconciliation and preparing the form
  • Assist in office projects and benchmarking studies
  • Minimum Bachelor / Master Degree from reputable universities with excellent academic result \(minimum GPA 3.00\), majoring in Accounting or Fiscal Administration
  • Willing to work hard, enthusiastic and self-motivated
  • Strong commitment, multi-tasking and team player
  • Excellent oral and written communication skills in English \(including strong presentation skills\)
  • Highly proficient in MS Office \(especially in excel, word and power point\)
130

Tax Associate Resume Examples & Samples

  • Relevant work experience, preferably in Financial Services or Banks (e.g. internships, summer positions, school jobs)
  • Demonstrated leadership, problem solving, and high presentation skills
  • Fluent in English (Reading, Speaking and Writing)
131

Tax Associate Resume Examples & Samples

  • Work in collaborative team analyzing client issues and interviewing key personnel
  • Participate in client presentations
  • Liaise with client executives, lawyers and financial professionals as required
  • Identify issues, define symptoms and recommend solutions
  • Prioritize your objectives and contribute to project planning and status reporting
  • Analyze financial data, review accounting records and develop financial models
  • Assist senior members of the team to increase the profile of the team externally and internally
  • Build and manage relationships with peers within other practice areas of Deloitte
  • Use available knowledge networks to extract relevant information for projects
  • Contribute qualifications, deliverables from projects to global knowledge database
  • Support documentation and sharing of lessons learned from each project
132

Tax Associate Resume Examples & Samples

  • Provide Research and Development (R&D) credit knowledge and experience on an industry basis
  • Assist in R&D credit studies and related activities
  • Keep up-to-date on current R&D credit practices and tax law
  • Develop and sustain excellent client relationships
  • Minimum of two years of Tax experience in a public accounting firm or corporate taxation experience
  • Proficient in Microsoft Office applications including Word, Excel, and Access Experience performing internet research
133

Mutual Fund Tax-associate Resume Examples & Samples

  • Preparation of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: prepare and review RIC fiscal and excise tax provision work papers, prepare financial statement disclosures, and prepare annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps, prepare income and capital estimates of RIC distributions
  • Prepare and review work papers and other documents to support client deliverables
  • Preparation of disclosures included in semi-annual financial statements
  • Participate in technical training to develop skills
  • Develop investment tax and other accounting skills
  • BS/BA degree in Accounting/Finance or equivalent work experience
  • Mutual fund tax experience a plus
134

Tax Associate Resume Examples & Samples

  • Addresses routine client tax questions and works with clients to collect necessary information for tax return completion and compliance
  • Prepares individual, partnership, corporate, and fiduciary tax returns
  • Prepares tax projections and planning
  • Researches and documents tax issues and keeps abreast of tax changes and issues that could affect our clients
  • Experience with RIA Go-System software, CCH and RIA Checkpoint desired
  • 1 - 3 years public accounting experience
  • Bachelor's Degree in Accounting or Tax, MST a plus
135

Trusts & Estates Tax Associate Resume Examples & Samples

  • Prepare Estate and Gift Tax Returns, primarily Forms 706 and 709
  • Prepare Fiduciary Income Tax Returns, including Forms 1041 and 1040
  • Knowledge of tax fiduciary law and trust accounting principles
  • Experience with compliance in the areas of estate transfer taxation, gift taxation, fiduciary income taxation and generation-skipping taxation
  • Familiarity with concepts of probate accounting, trust accounting, plans of distribution and funding
  • Review and research any tax situation that could affect the management of accounts
  • Engage in special projects related to client matters involving tax accounting and consulting
  • Ability to manage multiple engagements in a fast-paced environment
  • Minimum 2 - 3 years of Trusts & Estates experience
136

Tax Associate Director Resume Examples & Samples

  • Exhibits strong technical knowledge and has the ability to cross-sell services to existing clients and develop new business to achieve growth objectives
  • Building and maintaining positive relationships with our clients
  • Coach, train, develop and retain top talent
  • Participates in proposal process, client presentation, Board presentations, firm marketing initiatives and other similar functions
  • Currently working as a Tax Senior Manager or Director with a minimum of 10 years experience with a local, regional or national public accounting firm
  • Bachelor’s Degree in Accounting required; Master’s Degree is a plus
  • Active CPA Certification
  • Proven record of building and maintaining long-term client relationships and successfully managing direct reports
  • Exceptional general audit or tax practitioner
  • Ability to provide high-level client satisfaction within budgetary and time constraints
  • Demonstrated ability to represent the firm in the business community and bring in new clients
137

Tax Associate Resume Examples & Samples

  • Working on a team that focuses on a wide range of tax specialty areas. This can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, and not for profit organizations
  • Minimum B.A. or B.S. degree or equivalent from an accredited university
  • Minimum 3.0 GPA preferred
  • Ability to work and multitask in a fast-paced environment
138

Tax-associate Resume Examples & Samples

  • Bachelor’s degree in accounting or business
  • Up to three years of experience in fixed asset accounting/management, tangible property regulation (repair) studies, cost segregation, construction cost estimating/management or similar
  • Proficient with Microsoft Office Suite software - specifically Excel and Word
  • Organized, detail-oriented, strong written and verbal communication skills
  • Hands-on experience with one or more fixed asset accounting software packages (BNA, Sage/FAS, Oracle, SAP, etc.)
  • Knowledge of and experience with Federal tangible property regulations and general tax depreciation rules
  • Familiarity with the capital expenditure request, construction invoicing and accounts payable processes
  • Knowledge of building systems and construction techniques
  • Ability to read construction blueprints and perform construction cost estimating
139

Tax-associate Resume Examples & Samples

  • Bachelor’s degree in engineering, architecture, or construction management
  • Up to three years of related experience in construction engineering or management, construction cost estimating, cost segregation or capital asset accounting and depreciation
  • Experience with cost segregation analysis
  • Ability to read construction blueprints
  • Familiarity with the construction contracting and invoicing process
  • Experience in construction cost estimating
140

Senior Tax Associate Resume Examples & Samples

  • Minimum of 3 - 5 years of recent experience in Public Accounting with an emphasis in taxation
  • Experience with entity and individual tax returns
  • Experience with ASC740
141

Tax-associate Resume Examples & Samples

  • · Bachelor’s degree in Accounting or related field
  • · CPA Certification preferred
  • · Background in financial analysis and modeling
  • · 2-4 years experience preferred but not required
  • · Verbal and written communication skills, as well as good computer skills
  • · Experience speaking in public
  • · Ability to handle multiple tasks simultaneously and work independently
  • · Proficient in Excel
142

Tax Associate Resume Examples & Samples

  • Tax bill verification, payment administration, refund processing, tracking and logging assessment notices and preperation of Property Tax Returns
  • Using reconciliation/ quality control methods and review work of self and of peers
  • Complete tasks assigned by Management with a sense of urgency and confidentiality where needed