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
143

Tax Associate Resume Examples & Samples

  • Creates monthly, quarterly, and annual client tax filings
  • Travels to client locations to gather data, create journal entries and payments, and obtain client approval of returns and payments
  • Responds to client inquiries and requests from tax authorities
  • Prepares client project status reports
  • Utilizes strong grammar, spelling, and proofreading skills
  • Processes tax returns and tax bills
  • Maintains tax compliance information in electronic and hard copy filing systems
144

Senior Tax Associate Resume Examples & Samples

  • Gathers required signatures on forms and letters
  • Makes travel arrangements as needed
  • Works effectively in a complex, deadline-driven environment
145

Tax Associate Resume Examples & Samples

  • Adhere to the Firm’s policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
  • Work closely with all team members to identify and resolve issues encountered in all assigned projects through effective and timely communication
  • Consistently perform and take ownership of all assigned projects under the supervision of more experienced team members
  • Keep supervisors apprised of project status and scheduling issues on a timely basis
  • Demonstrate an understanding of clients operations and accounting systems
  • Establish and continue to develop good working relationships and demonstrate effective communication with client personnel at appropriate levels
  • Demonstrate mindfulness of budget and deadline considerations
  • Prepare and process tax returns, and assist with accounting/consulting projects
  • Demonstrate effective and clear workpaper techniques
  • Continue development of professional reading program that will assist in the recognition of tax and accounting issues
  • Assist less experience team members
  • Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal
  • Work with direct report manager to develop an appropriate plan of professional development and take responsibility to ensure that plan is achieved
  • Demonstrate progress toward passing the CPA exam
  • Experienced with Microsoft Excel, Word, Outlook
  • 1-2+ years in public accounting or its equivalent
146

Tax Associate Resume Examples & Samples

  • Should have work experience of 0 - 1 year
  • Data Manipulation using excel & access
  • Should have basic exposure to Quality reviews and Project management
  • Masters or Bachelors Degree in Finance/ Commerce/ Accounting/ Business
147

Senior Domestic Tax Associate Resume Examples & Samples

  • B.S or B.A in Accounting
  • Minimum of 3 years of related tax experience
  • Proven analytical and problem solving abilities
  • Polished interpersonal communication skills and experience working well across the various internal levels management
  • Must be able to work well under tight deadlines and handle multiple responsibilities in a quality and timely manner
  • Excellent PC skills including Microsoft Excel, Word, and PowerPoint
  • Knowledge of PeopleSoft/Hyperion/One Source Tax Provision
148

Senior Domestic Tax Associate Resume Examples & Samples

  • Ensure the timely filing and payments of all Domestic income and franchise tax obligations, including corporate returns, extensions and estimates for over 100 legal entities in the financial services industry
  • Prepare schedules and work papers in connection with the computation of the quarterly tax provision
  • Research U.S. Federal and Multistate tax matters as applicable to the financial services and lending/leasing industries
  • Participate in and contribute to the internal training program
  • Up to 3 years of experience in a public accounting firm and/or a corporate tax department within the banking/financial services industry preferred
  • Experience with Thomson Suite of products, including OneSource compliance software
  • Demonstrate a commitment to continuous learning
  • Exhibit a strong sense of urgency and commitment to quality
  • Ability to provide excellent client service and strong interpersonal and team skills
149

Senior Tax Associate Resume Examples & Samples

  • Assist in the preparation and review of federal, state, and foreign corporate income and partnership returns
  • Lead the implementation of tax provision software and other automated solutions for the tax department
  • Review the monthly, quarterly, and annual non-income tax related filings, including sales & use tax, VAT/GST, rent tax, and property tax returns, as well as business registrations as needed
  • Support all statutory tax audits (income, sales & use, property, etc.) and prepare responses for review by the Associate Director and/or Director
  • Complete monthly close tasks, including reconciliation of the tax accounts
  • Monitor changing tax laws and assist the team in ensuring on-going compliance by the Company
  • Conduct thorough tax research (including income, sales, foreign, etc.) and maintain appropriate documentation of research for future reference, including drafting of memos as appropriate
  • Review and respond to all tax notices received
  • Assist in the preparation and review of stand-alone tax provisions as well as the worldwide consolidated tax provision as the role evolves
  • Track and manage various tax-related projects and participate in regular team meetings
  • Assist with special projects as needed, including assistance on non-tax matters as needs of the overall Finance Department dictate
  • 3-5 years of public accounting experience required
  • Bachelor's degree in accounting required; Master’s Degree in Accounting or Taxation preferred
  • CPA License preferred; will consider candidates who are actively pursuing licensure
  • Working knowledge of corporate and partnership tax issues, including ASC 740 experience
  • Ability to prioritize multiple projects while still meeting deadlines is essential to the success of this role
  • Candidates should have strong organization skills and attention to detail, as well as effective written communication skills
  • Proficient in the use of Microsoft Office Suite with strong Excel skills
  • Ability to work independently and maintain a positive attitude while under pressure in a fast-paced environment
  • Team player; comfort in operating within a dynamic, complex organizational structure
  • State and local tax experience a plus
150

Corporate Tax Associate Resume Examples & Samples

  • Primarily responsible for supervising staff preparing inbound Branch tax compliance e.g., quarterly estimates, filing extensions and final returns
  • Additionally responsible for or ensure the completion of Branch quarterly tax provisions and Head Office reporting, reporting to the Director of Tax Reporting
  • Quarterly Reconcile tax expense, tax payments and tax balance sheet accounts
  • Develop and maintain business units’ information request for quarterly tax compliance, provisioning and reporting
  • Annually reconcile all book and tax differences
  • Maintain tax reporting processes and software, e.g., One Source Income Tax for general ledger changes and other tax reporting requirements and coordinate with State/Local Tax team for efficient data feed to state compliance work
  • Maintain Tax Liability and FTC capacity projections
  • Complete special projects as needed
  • Bachelor’s degree in accounting. Advanced tax degree or CPA certification is desired
  • 3 to 6+ years of progressive tax accounting and compliance experience in either a corporate tax department and/or public accounting firm
  • Knowledge and experience with general ledger accounting systems, proficiency in excel and tax reporting software, e.g., OneSource Income Tax and OneSource Tax Provision
  • Ability to work effectively and collaboratively with all levels of internal and external personnel
  • Good interpersonal, analytical and writing skills. An understanding or previous work experience with financial institutions tax, including experience with inbound foreign financial institutions and treaty concepts
  • Specific experience with ECI concepts, Reg. 1.882-5 calculations and Head Office expense allocations
  • Specific experience with OneSource Income Tax compliance software and knowledge of OneSource Tax Provision software
  • Direct work experience in explaining US GAAP/Federal tax differences and applying this knowledge to tax return preparation, Schedule M adjustments, and building of supporting documentation
  • A good understanding of ASC 740
  • Ability to work as part of team and share and build on ideas
  • An ability to work collaboratively with business unit personnel to streamline tax information reporting
151

Experienced Tax Associate Resume Examples & Samples

  • Preparation of tax liability projections for corporate and individual clients
  • Conducting research on basic to intermediate tax issues
  • Develop rapport with existing client staff and leadership
152

Tax Associate Resume Examples & Samples

  • Preparation of tax returns, including but not limited to, individual, corporate and partnership returns
  • Calculate tax extension and estimate payments
  • 1 to 3 years of professional experience – public accounting experience is preferred, but experience can include a combination of public accounting (tax) and/or industry
  • Current CPA designation preferred
153

Senior Tax Associate Resume Examples & Samples

  • Provide high quality service to sophisticated entrepreneurial business and high net worth family clients
  • Complete required tax compliance and planning engagements in a timely manner
  • Research and address tax issues
  • Correspond with tax authorities over tax payment and audit issues
  • Prepare compiled financial statements for select clients
  • Interact and communicate with clients
154

Tax Associate Resume Examples & Samples

  • This is a staff level tax position
  • You will be responsible for utilizing your educational background as well as communication and organizational skills by preparing tax returns, performing tax research, and working with firm Partners, Managers, Seniors and clients on tax matters
  • Strong analytical skills and an attention to detail. Able to identify and assist with implementation of tax planning and tax savings strategies, as well as research and consult on complex tax matters
  • A self-starter, able to complete projects with supervision from Tax Partners, Managers and Seniors
  • Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. General knowledge of FASB regulations, GAAS, and GAAP. Capable of completing tax research on tax matters
  • Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting
  • Familiarity with overall company operations and an ability to understand correlations between internal operating departments
  • A positive and willing attitude is absolutely essential!
  • Bachelor's in Accounting required, Master's in Taxation or LLM a plus, minimum of 1 - 3 years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus) and strong demonstrated progress to pursue CPA license if not already licensed
  • Experience with Microsoft Office Suite environment is required while programs similar to CCH WK and ProSystem Tax, Engagement, Fixed Assets suite experience is plus
  • C-Corp, Partnership, S-Corp, Individual tax preparation experience is a requirement of the position
  • ASC 740, ASC 740-10, and multi-state experience preferred, though not required
  • Effective writing, communication, and tax research skills necessary, experience with tax technology a must
155

Senior Tax Associate Resume Examples & Samples

  • Manage federal and state tax return compliance for flow-through and corporate entities
  • Provide monthly taxable income estimates to stakeholders
  • Track filing deadlines and delegate resources appropriately
  • Work with external tax providers on REIT and taxable income matters
  • Review and file sales tax returns
  • Resolve tax notices or audits with tax authorities
  • Supervise and train Tax Associates
  • Minimum 4 years professional work experience in federal income tax
  • Firm understanding of book/tax differences and federal tax forms
  • Experience with GoSystems tax preparation software, a plus
  • REIT tax experience, a plus
156

Tax Associate Resume Examples & Samples

  • Understand clients' basic accounting practices and business conditions
  • Demonstrate working knowledge of clients' accounting systems
  • Have basic understanding of the clients' business and critical needs
  • Be able to prioritize work and manage time
  • Communicate with other associates and supervisors progress on work assignments or projects
157

Senior Tax Associate Resume Examples & Samples

  • Prepare and review income tax provisions for corporate taxpayers under ASC 470
  • Provide timely and high-quality services and deliverables that exceed client expectations
  • Maintain active communication to manage expectations and ensure client satisfaction
  • Impart knowledge, facilitate staff development, and provide training and learning experiences
  • 1-2 years of income tax return reviewexperience
  • ProSystem fx Engagement and ProSystem fx Tax experience
158

Tax Associate Resume Examples & Samples

  • Prepare US tax returns for a variety of corporate and partnership clients
  • Assist in advising clients on a full spectrum of corporate and partnership tax services, including planning, research, compliance and mergers and acquisitions activities in an international context
  • Research and write client tax advice relating to domestic and international tax matters
  • One year of public accounting and/or US corporate and/or partnership tax experience
  • Strong planning, research, and communication skills, as well as general knowledge of corporate tax compliance
159

Senior Tax Associate Resume Examples & Samples

  • Provide US partnership and corporate tax compliance services to a variety of non-US clients
  • Advise clients and be responsible for delivering high quality tax service and advice on a range of topics related to US corporate and partnership taxation in an international context
  • Two plus years of experience in US corporate and/or partnership tax (ideally working with private equity or real estate fund clients) and a desire to gain US international taxation experience
  • Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university; (current CPA or EA qualification preferred)
  • Experience reviewing US corporate and/or partnership tax returns
160

Tax Associate Resume Examples & Samples

  • Responding to tax authority inquiries, notices, and examinations
  • Interacting with Finance organization personnel on internal initiatives and projects
  • Identifying opportunities for process improvements and integration of technology into tax reporting functions
  • Minimum of 2 years of relevant tax experience in public accounting or a large corporate tax department
  • Knowledge of basic tax principles
  • Strong interaction skills
  • Strong research, writing, and verbal communication skills
  • Experience with ONESOURCE Tax return preparation software
  • Bachelors Degree with an emphasis in Accounting, Finance or a related field
  • CPA, or working towards a CPA
  • Advanced Degree (MST, MAcc or LLM)
161

Tax Associate Resume Examples & Samples

  • Excellent quantitative, research, and writing skills
  • Bachelor’s degree with 2 Years of related experience or Master’s degree with 0 years of experience
  • Masters Degree in tax or an LLM
162

Sales Tax Associate Resume Examples & Samples

  • Assists the Sales Tax Supervisor to monitor the SAP order screens
  • Initiates and responds to interdepartmental contacts
  • Assists in the training of the sales tax staff
  • Reviews and resolves discrepancies on customer's accounts and tax documentation
  • Uses multiple mediums to service the customer base efficiently
  • Prepares and maintains reports and special projects and duties as assigned by management and/or Tax Accountant, including self audits, Sales and Use audits and sales tax returns issues
  • Responds in a timely manner if not immediately to telephone/email contact with internal and external customers
  • Communicates with various taxing authorities to verify and research various customer issues regarding tax for management review
  • Acts as a liaison with Credit, Sales, Product Marketing and New Accounts departments as well as with customers to assist/educate with regards to sales tax issues
  • Assists in the proper completion of all tax related filings
  • Prepares select sales and use tax returns for review by management
  • Maintains flexibility working with state compliance guidelines, which change on a consistent basis
  • Maintains general working knowledge of current State guidelines for all 50 states to assist in evaluation of customer issues and in completing audit of tax accrual and purchases with respect to Tech Data's potential tax liability
  • Assists Management/Tax Accountant with special projects
  • Supports department management with audit research and compilation of customer data for presentation to auditors
  • Meets attendance and punctuality standards
  • High School/G.E.D Required
  • Able to assimilate research data from a variety of sources, analyze, and recommend appropriate courses of action to take
  • Able to answer phone and greet public in a friendly and courteous manner
  • Able to execute instructions and to request clarification when needed
  • Able to recognize and attend to important details with accuracy and efficiency
  • Able to sort through numerical information and recognize trends and details
  • Able to perform basic mathematical calculations
  • Able to prepare/analyze appropriate reports and other business correspondence. Knowledge and/or expertise in related area of responsibility
  • Possesses strong data entry skills. Possesses strong organizational and time management skills, driving tasks to completion
  • Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level
  • Customer Service experience preferred
  • Associate degree in business, related field or equivalent preferred
  • Experience in preparing sales tax returns preferred
  • Experience in leading/directing workflow of others preferred
163

Tax Associate Resume Examples & Samples

  • Participate in all tax aspects of monthly and quarterly accounting close process
  • Assist with tax journal entries associated with effective tax rate calculations and related documentation for ASC 740(FAS 109)
  • Prepare all US federal and state income tax returns for affiliated entities including quarterly estimated payments
  • Prepare tax return extensions and ensure proper and timely payments are made to the appropriate taxing jurisdictions
  • Perform tax research for US Federal tax and state taxes in jurisdictions where the company files tax returns
  • Respond to inquiries, notices and other communications from various taxing jurisdictions
  • The position requires a minimum of 1-3 years of experience in public accounting or public company
  • Proficiency in performing US Federal and state tax research
  • Superior Excel skills
  • MBA and CPA preferred
164

Sales Tax Associate Resume Examples & Samples

  • Serve as a resource for Revenue Accounting Controls and Sales groups
  • Conduct Internal Audits on tax certificate database
  • Act as point person on external Audits
  • Provide training to new hires and cross-functional teams
  • Be the point of contact for system questions and future enhancements
  • Sales tax experience is required
  • Customer service experience a plus
  • Highly organized and detail-oriented with the ability to multitask
  • Systems implementations a plus
165

Junior Tax Associate Resume Examples & Samples

  • Maintain tax basis of partnership investments in the closed-end, open-end and ETF products
  • Calculate deferred/current tax for taxable funds
  • Assist in review of financial statements
  • Monitor compliance requirements for funds under Subchapter M
  • Assist in estimates/extension/payment of taxes
  • Assist in reviewing federal and state tax returns
  • Assist client service team in downloading K-1s
  • Examine and respond to various IRS and state tax notices
  • Analyze tax losses for potential wash sale and straddle deferrals
  • A minimum of 3-4 years of public accounting tax experience
  • State income and franchise tax experience
  • Advanced Excel knowledge preferred
166

Senior Tax Associate Resume Examples & Samples

  • Review personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns
  • Review quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers
  • Support efforts to retain and build client relationships
  • Assist Senior Advisors in providing comprehensive wealth management and financial planning advice to clients
  • Review financial records such as income statements and balance sheets, etc
  • Bachelor’s and/or Master’s degree in accounting/finance or taxation
  • 4-5 years’ experience in private client service tax preferred
  • Excellent client service orientation; strong personal and work ethics
  • Reliable to the confidentiality of client matters
  • Creative problem solving, research skills
  • Proficiency in Microsoft Office including Word, Outlook, Excel
  • Clear communicator with strong interpersonal writing/verbal skills
  • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
167

Finance, Asset Management Tax Associate Resume Examples & Samples

  • Preparing/supervising the preparation of tax returns for the firm as well as for Goldman Sachs Asset Management (GSAM) and Merchant Banking investment vehicles
  • Advising the firm’s professionals on the tax implications of the firm’s businesses and/or transactions undertaken by or for the firm
  • Graduate with Accounting, Tax or Legal qualification (LLB, ACA, ACCA etc)
  • Minimum 1yr PQE or 3yrs relevant experience in Asset Management Tax Advisory or Tax Consultant role
  • Excellent IT skills, especially Excel
  • Highly organized, attention to detail and excellent follow-through
  • Self-starter and able to take the initiative
  • Demonstrates client service focus and ability to build relationships across different levels, functions and regions
  • Good time management and ability to balance multiple, time-sensitive projects
  • Ability to take on responsibility to understand and resolve issues
168

Senior Tax Associate Resume Examples & Samples

  • The ability to take a leadership role throughout the course of an engagement
  • Coordinating with the client to establish timelines for the completion of work and directing staff to ensure deadlines are met
  • As the work is prepared, the senior will provide the initial level of review to ensure that the work adheres to the high quality standards we promote
  • In support of our audit practice, the senior may also be tasked with preparation of the income tax footnote that accompanies the financial statements
  • An active CPA license
  • Minimum 2 years of public accounting experience with a primary focus on preparation and planning of corporate federal and state tax engagements
  • Possesses self-motivation
  • Exhibits strong verbal and written communication skills that can manage both client engagements and staff
  • The candidate should have proficient accounting, analytical, and research skills along with a desire to continue to grow professionally
169

Tax Associate Resume Examples & Samples

  • Preparation of complex C Corp., S Corp and partnership income tax returns
  • Preparation of high net worth individual returns
  • Preparation of income tax provisions
  • Research and resolve tax issues
170

Tax Associate Resume Examples & Samples

  • Bachelor’s degree in Accounting and requisite hours to sit for the CPA exam
  • Desire to work in public accounting
  • A strong track record of leadership and related extracurricular activities
  • Ability to work additional hours as needed
171

R&D Tax Associate / Senior Associate Resume Examples & Samples

  • Researching, gathering data and analyzing R&D tax matters and financial reports
  • Managing multiple tasks and client needs
  • Preparing reports and other documents as required
  • Participating in professional association meetings and forums
172

Tax Associate Resume Examples & Samples

  • Develop an understanding of clients operations and accounting systems
  • Establish and maintain good working relationships and demonstrate effective communication skills with client personnel at appropriate levels
  • Develop mindfulness of budget and deadline considerations and strive for adherence
  • Develop effective and clear workpaper techniques
  • Assist with tax return preparation, processing, and other accounting/consulting projects
  • Develop an ability to perform basic tax and accounting research
  • Develop and implement a professional reading program that will assist in the recognition of tax and accounting issues
  • Has the goal to progress professionally by working toward passing the CPA exam
  • Become familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities
  • 0 – 1+ years in public accounting or its equivalent
173

Tax Associate Resume Examples & Samples

  • Bachelor’s degree, preferably in Finance, Accounting, or Economics, plus 1-2 years Tax Accounting/Auditing experience; CPA preferred. New Grads with relevant experience encouraged to apply
  • U.S. Citizenship or Permanent Residency required
  • Experience filing IRS Form 990, 990-T or comparable forms. Ability to assess and determine tax implications for any new office location, merger, acquisition or divestiture activities. Good knowledge of applicable Federal, State tax laws and ability to research tax codes as required
  • Must have strong analytical, oral/written communication and presentation skills as well as excellent interpersonal skills and must be a team player
  • Candidate must also possess excellent computer skills including Microsoft Excel, Word and PowerPoint
174

Senior Tax Associate Resume Examples & Samples

  • 3-6 years of High Net Worth \(HNW\) Tax experience
  • Resolve complex tax problems
  • Experience reviewing working papers and completed returns to make sure they meet firm standards
175

Senior Tax Associate Resume Examples & Samples

  • Demonstrate insightful analysisthrough planning, research and review of tax filings for funds and management companies
  • Provide tax expertise and researchto effectively and quickly address day-to-day issues for funds (trading in all product types, including securities and derivatives) and management companies (foreign offices and various state issues)
  • Exhibit excellence and have experiencein project management and working across various levels and departments of an organization
  • Have 5-10 years of experience in a large public accounting firm, investment fund, or bank/finance company, and CPA, JD, or MS in Taxation
176

VAT Tax Associate Resume Examples & Samples

  • Assisting in the interpretation of the VAT act, planning and restructuring
  • Assisting the seniors in reviewing the client’s matters of a compliance type nature, checking schedules and issuing VAT Returns
  • Researching into local and offshore legislation and case law
177

National Tax Associate Resume Examples & Samples

  • Assist in the design, creation and updating of firm resources including Excel-based tax tools, training materials and presentations
  • Assist with implementation and monitoring of the firm’s internal tax policies and procedures
  • Prepare various reports for firm management
  • Professional demeanor toward clients and team members and handle work assignments with a collaborative work style
  • Working toward a Bachelor’s degree; Master’s degree in Accounting, Taxation or related field preferred, with a cumulative GPA of at least 3.25
178

VAT, Tax Associate Resume Examples & Samples

  • Prepare VAT, GST and other international indirect tax returns and filings for review by Indirect Tax Manager
  • Support Indirect Tax Manager, sectors and contract personnel with foreign contract reviews for foreign indirect tax consequences
  • Work with accounts payable to resolve foreign indirect tax issues on purchases
  • Research foreign indirect tax issues as needed
  • Keep current with foreign indirect tax laws, regulations, rules & court cases
  • Support Indirect Tax Manager on briefings to keep the domestic indirect tax team informed of issues in foreign contracts & foreign entities that could impact domestic indirect tax
  • Support Indirect Tax Manager on foreign indirect tax audits
  • Assist domestic indirect tax compliance team as needed
  • Work in conjunction with Indirect tax manager with sectors and contract personnel to review foreign contracts for foreign indirect tax consequences
  • Recommend process improvements
  • Keep taxability matrices and flowcharts current
  • Brief the domestic indirect tax team on issues in foreign contracts & foreign entities that could impact domestic indirect tax
  • Perform foreign indirect tax training and planning
  • Manage foreign indirect tax audits
  • Respond to foreign indirect tax notices
  • Bachelor’s degree in Accounting or similar field plus 6 years foreign indirect tax experience or 3 years experience at a Big 4 Accounting Firm
  • Proficient in Microsoft Office (Excel, Word, PowerPoint); SAP knowledge is a plus
  • Bachelor’s degree in Accounting or similar field plus 3 years foreign indirect tax experience or 1 year experience at a Big 4 Accounting Firm
  • Big 4 & industry tax experience
  • A high level of confidence, attention to detail, integrity, self-motivation, and hands-on problem solving skills
  • Excellent organizational, verbal, and written communication skills, as well as, project management, planning, and personal interaction skills
179

Tax Associate Resume Examples & Samples

  • Support Partner/Senior Advisor on client matters, including
  • Bachelor’s Degree required. (Finance or Accounting majors preferred
  • Proficiency in technology/applications is strongly preferred
  • Two to four years of work experience in financial industry, tax and/or related field
  • Strong attention to detail, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
  • Evidence of excellent interpersonal skills in dealing with staff and clients
  • General proficiency in financial modeling is strongly preferred
  • CPA or CFP candidate preferred
180

Senior Tax Associate Resume Examples & Samples

  • Refund processing, tracking and logging assessment notices and preparation of Property Tax Returns including Reconciliation
  • To ensure adherence to Service Line Agreement always
  • To attend and actively participate in meetings, offering ideas, insights and recommendations towards process improvements, which will enable team to
181

Senior Tax Associate Resume Examples & Samples

  • Prepare and review complex gift, estate and fiduciary income tax returns
  • Prepare and review fiduciary accounting for trusts and estates
  • Assist with tax planning and consulting to high net worth clients for estate and individual income taxes; and
  • Research various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues
182

Experienced Audit & Tax Associate Resume Examples & Samples

  • Perform a moderate range of accounting procedures under the supervision of the in-charge, including recording transactions, classifying postings, footing columns, and testing extensions to verify accuracy
  • Assist in the preparation of financial statements, statistical/account analysis, and interim examinations
  • Periodically oversee interns to provide work direction and review work assignments
  • Continually interact with peers and supervisors to gather and prepare information
183

Private Equity Tax Associate Resume Examples & Samples

  • Proficiency in the Microsoft Office Suite of Applications specifically MS Word & MS Excel
  • Excellent interpersonal, organizational and listening skills
  • Work well with peers
184

Senior Tax Associate Resume Examples & Samples

  • You demonstrate strong research and analytical skills
  • You have strong experience writing clearly and persuasively, for tax professionals and business executives
  • You thrive on working well in a team-based environment
185

Tax Associate Position Resume Examples & Samples

  • Assist in preparation and filing of federal, state and local tax returns including reporting for overseas operations
  • Prepare support schedules and documentation for filings
  • Perform tax research and prepare memos
  • Assist in ad hoc projects as necessary
  • 2 years of tax compliance experience and a thorough understanding of accounting principles
  • Big 4 and/or CPA preferred
186

Corporate Tax Associate Resume Examples & Samples

  • Responsible for accurately completing tax work papers, reconciliations and other documentation for MUAH’s quarterly 10Q and annual 10k reporting
  • Develop, maintain and coordinate business units’ information request for quarterly tax provision reporting
  • Complete quarterly Home Office BTMU tax provision reporting
  • Develop and maintain business units’ information request for quarterly tax provision reporting
  • Annually reconcile all book and tax differences, e.g. leasing and LIHTC partnerships, fixed assets, and the FDIC loan portfolio
  • Maintain tax reporting processes and software, e.g., One Source tax provision and compliance product for general ledger changes and other in tax reporting requirements
  • Responsible for all federal income tax compliance, e.g., quarterly estimates, filing extensions and final returns
  • 2+ years of progressive tax accounting and compliance experience in either a corporate tax department or public accounting firm
  • Bachelor’s degree in accounting
  • Knowledge and experience with general ledger accounting systems, proficiency in excel and tax reporting software, e.g., OneSource Tax Provision and the OneSource Income Tax
  • Ability to work effectively and collaborative with all levels of internal and external personnel
  • An understanding of ASC 740 and experience applying ASC 740 concepts to day-to-day tax compliance related tasks
  • Specific experience with OneSource Tax Provision and OneSource tax return compliance software
187

Tax Associate Resume Examples & Samples

  • Prepare state and local sales and use tax returns in a timely manner
  • Assist with various state sales tax audits
  • Perform research on sales tax issues
  • Prepare sales tax exemption certificates as well as other duties required to support the sales tax functions including monthly research and reconciliation of sales tax accounts
  • Prepare business license and property tax filings and other accounting duties as assigned
  • Review tax inquires and notices from various tax authorities and propose solutions
  • Assist with SOX compliance and other duties as assigned
  • 0-2 years of experience plus a BS/BA in Accounting, or Demonstrated knowledge related to accounting
  • Well Organized, Hands on Detail Oriented
  • Able to work Independently and as part of a team
  • Strong interpersonal skills and ability to communicate effectively with all levels of management
  • Self starter with strong accounting, analytical, and project management skills
  • Proficient computer skills including working knowledge of Excel
  • 1-2 yrs experience including sales tax, business license and property tax compliance
188

Corporate Tax Associate Resume Examples & Samples

  • Ensuring timely and accurate provision of data for non-UK EMEA CIT returns and liaison with third party advisors to prepare the returns for submission
  • Initial preparation of UK CIT return computations
  • Ensuring payment of all EMEA Tax liabilities as and when they arise
  • Initial preparation of USGAAP Tax provisions for all EMEA entities monthly
  • Reconciliation of USGAAP Tax balance sheet accounts for all EMEA entities monthly
  • Initial preparation of annual statutory tax reporting requirements for all EMEA entities
  • Initial preparation of quarterly statutory tax reporting requirements for the UK entities
  • Preparing tax workings for the regulatory submissions to the FCA for UK entities
  • Promptly responding to CIT queries from numerous stakeholders; business facing, external advisers, Tax authorities, audit, etc
  • Experiences in preparing/reviewing CIT returns
  • Knowledge of current CIT legislation/issues (non-UK in addition to UK would be beneficial)
  • Ability to communicate in verbal and written form clearly and confidently. Liaison with non-UK third party advisors is required, for which communication is key
  • Self-starter, highly numerate, quick learner, team player, with an ability to adjust to change and the desire to take on responsibility
  • Organised and methodical, possessing attention to detail and good analytical skills
  • CA/ACA/ACCA/CIMA Qualified with a strong academic record or Tax Exam qualified. Will also consider candidates with strong practical Tax experience
  • Experience preferably in Financial Services (Asset Management industry beneficial but not essential)
189

Tax Associate Resume Examples & Samples

  • Tax Consulting
  • Personal & Professional Development
  • Accept responsibility for, and complete tasks assigned by CohnReznickmanagement in a timely fashion
  • Education: BS/BA accounting preferred with 150 credit hours; MST and CPA a plus
190

Senior Tax Associate Resume Examples & Samples

  • Preparation of Federal, States, and all U.S. international tax returns (Forms 5471, 8858, 8865, etc.)
  • Assist with tax reporting, such as quarterly and year end Subpart F calculation and APB 23 U.S. and foreign deferred tax liabilities
  • Documentation and analysis for the Company's uncertain tax positions / FIN48 reserves with respect to international tax issues
  • Analyze financial data and apportionment data to complete federal and state tax return work-papers
  • Provide supporting analysis & documentation for internal and external auditors
  • Assist in Federal and State Tax Audits
  • Research and resolve various tax notices received by various tax jurisdictions
  • Ad hoc research and projects, preparation of reports and memos
  • 2+ years of tax experience with a public accounting firm or corporate international tax department preferred
  • Advanced degree preferred (MBA, MS in Tax). CPA would be a plus
  • Must possess professional attitude and be a team player
  • Strong technical, research, problem solving and analytical skills
  • Proficiency with OneSource, MS Excel, MS PowerPoint, and tax research tools such as BNA and CCH is preferred
191

Tax Associate Resume Examples & Samples

  • Conducting tax research and tax planning for clients
  • Tax return preparation including individuals, trusts, estates and gift
  • Handle multiple tasks and manage your schedule in alignment with department needs
  • Contribute to growth of PSG group by expanding existing relationships, building personal networks, and participation in civic and professional organizations
192

Tax Associate Resume Examples & Samples

  • Assist in preparation and review of federal and multi-state corporate income tax returns
  • Assist in preparing workpapers, which consist of calculation and analysis of book/tax differences
  • Accumulate information needed to complete tax work, including interfacing with subsidiaries of the company
  • Assist in tax provision work and preparation
  • Assist on tax audits
  • Assist in preparation of quarterly estimated tax payments
193

Tax Associate Resume Examples & Samples

  • Assisting in the analysis and implementation of tax planning initiatives
  • Relevant tax experience in public accounting, large corporate tax department or legal firm
  • Bachelor’s Degree with an emphasis in Accounting, Finance or a related field with 2 years of experience or a Master’s degree in a related field with 0 years of experience
194

Product Tax Associate Resume Examples & Samples

  • Co-ordinate with internal groups and external service providers to verify that BlackRock funds have been appropriately documented to receive expected withholding tax rates as part of internal onboarding processes
  • Take the lead in certain projects, to improve processes and efficiency, which can be global in nature
  • Drive performance through identification and use of technology solutions to the Product Tax processes
  • Assist in maintenance of fund range specific tax documentation profiles
  • Assist in ongoing maintenance of various Tax data points within BlackRock’s Aladdin platform
  • Assist in co-ordination of external custodial documentation reporting to proactively address maintenance of critical BlackRock fund tax documentation. Develop escalation protocols to resolve time-sensitive documentation issues
  • Ongoing administration (i.e. facilitate execution and transmittal) of certain tax critical documents to custodians and third parties as required
  • Complete periodic reconciliation of fund tax rate entitlements in BlackRock systems against custodial systems and/or administrator systems to ensure alignment
  • Administration of regional aggregated tax reclaim receivable reporting based on data sourced from multiple custodial service providers
  • Administration of other regular and/or ad hoc MIS reporting as required
  • Degree in Business, Accounting, Finance or equivalent
  • Demonstrable experience in accounting, legal, investment management, brokerage, capital markets, or custody
  • Knowledge of or background in custodial business and general knowledge of cross border withholding tax concepts preferred but not required
  • Exposure to project management would be desirable
  • Specific experience with the use of technology to improve efficiency of processes
  • Highly organized, strong attention to detail with ability to manage multiple work-streams with varied deadlines
  • Strong excel / database skills preferred
  • Self-starter able to work independently when necessary
195

Tax Associate Resume Examples & Samples

  • 2+ years of progressive Tax experience in a Public Accounting and/or Private Industry setting
  • Strong partnership tax preparation experience
  • Prior experience out of Financial services industry
  • Experience New York City Unincorporated Business Tax (UBT)
196

Junior Tax Associate for Great Amlaw Firm Resume Examples & Samples

  • JD from a top law school with top academic credentials
  • LLM not required but is a plus
  • Prior experience at a big firm or Big 4 accounting firm
197

Midlevel Tax Associate for Top Amlaw Firm Resume Examples & Samples

  • 4-6 years of big law firm experience or a mix of big law and Big 4 accounting firm -International and domestic tax experience
  • JD from an accredited law school with top academic credentials
  • Tax LLM from a top tax LLM program
  • Diligent and a team-player (personality is very important)
198

Tax Associate Resume Examples & Samples

  • 1-3 years’ experience in public accounting
  • Superior knowledge of Excel
  • Highly organized, team player with the ability to work under frequent deadlines
  • Superior attention to detail and capacity to think and work independently and as a member of a broader team
  • Real estate and/or hotel REIT experience
  • JD Edwards and Hyperion Financial Management knowledge
199

Houston Tax Associate Resume Examples & Samples

  • Help draft management letter comments and the audit report
  • Ability to work well with a team as well as independently
  • Willingness to take initiative
  • Close attention to detail
  • Ability to work under pressure and against deadlines
200

Tax Associate Resume Examples & Samples

  • Performing detailed reviews of client’s state tax filings
  • Performing Nexus studies to determine where clients should register and file tax returns
  • Assisting clients with various state tax planning and tax controversy matters
  • Developing sales/use tax taxability matrices
  • Serving as a technical resource on state & local tax matters
  • 1-3 years of tax experience in a public accounting firm
  • Experience in researching and addressing multi-state income/franchise tax and sales/use tax matters
201

Tax Associate Resume Examples & Samples

  • 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
  • Assist corporations with setting up operations in new countries and helping to ensure the applicable tax rules are satisfied and the corporations and individual executives are in compliance with the applicable tax and social tax requirements
  • Assist clients to determine the compensation packages that should be provided to executives working on an international assignment, and assist with setting up and supporting their global payroll process including determining what amounts should be provided to executives in multiple locations while ensuring compliance with the applicable countries laws; n the respective locations
  • Provide global coordination and support to KPMG’s corporate clients with all aspects of running a global mobility program including assisting clients with implementing leading processes and technologies solutions related to efficiently managing their global workforce
  • Assist Senior Associates and Managers with engagement administration and scoping efforts
  • One year of public accounting and/or tax experience
  • Bachelors degree, J.D., LL.M. in Taxation, and/or Masters in Taxation (MST) from an accredited college/university
  • Ability to speak and write fluent Japanese (a plus but not required)
202

Tax Associate UK Resume Examples & Samples

  • Collect data and generate reports from source system
  • Utilize existing technology platforms including Corptax, TTI, Omega/SAP, and assist with software testing and enhancements
  • Conducting tax research
  • Experience of US GAAP and US Tax systems is advantageous but not essential
  • Must have ability to think critically and self-review
203

Senior Tax Associate Resume Examples & Samples

  • Prepare broad range of individual, corporate, S-Corporation, Partnership and other entity tax returns, including multi-state, fiduciary and consolidated returns
  • Prepare tax liability projections for corporate and individual clients
  • Conduct research on basic to intermediate tax issues
  • Communicate tax savings ideas to supervisors and clients
  • Represent clients in regards to IRS notices and audits
  • Direct and review of work of assigned associates
  • Prepare trial balances and adjusting entries as needed
204

Senior Tax Associate Resume Examples & Samples

  • Document balancing procedures for the IRS
  • Review and explain various tax forms (W-8, W-9, 1099, 1042, 2439) and the use of the forms
  • Set up, run, and check tax file adjustment entries
  • Assists in training others
  • TEFRA regulations for withholding, securities, and IRS filing requirements for Forms 1099, 2439, 945, 1042, 1042S
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines
205

Experienced Tax Associate Resume Examples & Samples

  • Plan and research tax issues
  • Assist with development and supervision of staff accountants
  • Ability to meet stringent deadlines of our clients
  • Current CPA designation
  • Previous experience or internships in a public accounting firm performing audit or tax work is a plus
206

Tax Associate Resume Examples & Samples

  • Bachelor's Degree in Accounting , or equivalent; Master of Science in Taxation or CPA (preferred)
  • Minimum of 2-4 years experience in corporate income tax compliance
  • Public accounting and/or in house corporate tax experience
  • Proficient in Microsoft Word and Excel
  • Familiar with HFM and with Corptax software to prepare US GAAP provision and US tax return
  • Proactive, attentive to detail, strong sense of ownership
  • Able to multi-task and prioritize with support of manager
207

Intern Corporate Tax Associate Resume Examples & Samples

  • Strong communication skills: written, verbal and interpersonal
  • Proficient computer skills (including Microsoft Suite)
  • Self-motivation to work on own initiative and meet deadlines
  • Ability to work well individually or in a team environment
  • High degree of organization
  • Knowledge in Canadian Corporate Tax
  • Exposure to Corporate Tax Software
208

Tax Associate Resume Examples & Samples

  • Good skills on Oracle ERP preferred
  • Relevant work experience, preferably in financial reporting, auditing or tax operation support
  • Exposure to financial applications implementations / enhancements / support primarily on Oracle R12 platform, with primary focus on eBiz Tax for AR/AP/IC/AGIS processes
  • Exposure to Tax software products like Sabrix, CorpTax, OneSource etc
209

Tax Associate Resume Examples & Samples

  • Responsible for identifying and solving bank reconciliation discrepancies
  • Yield timely and accurate year-end information for 1099M and W-2
  • Correspond with clients and tax agencies
  • 2+ years tax experience
  • Highly organized with special attention to detail
  • Excel abilities
  • Possess an ability to improve efficiency and effectiveness of current procedures and processes, as needed
210

Senior Tax Associate Resume Examples & Samples

  • 8+ years of experience
  • 1040 tax prep experience
  • Comprehensive knowledge of applicable tax code and regulations
  • An understanding of partnership taxation
  • MS in Tax
211

Tax Associate Resume Examples & Samples

  • Responsible for accurately completing tax work papers, reconciliations and other documentation for quarterly reporting to the MUFG Corporate Tax Department
  • Develop, maintain and coordinate business unit information request for quarterly tax reporting
  • Complete quarterly reconciliations of tax expense, tax payments and tax balance sheet accounts
  • Complete business unit information request for quarterly tax provision reporting
  • Assist in the completion of the reconciliation of book and tax differences to their source
  • Assist in the completion of federal income tax compliance, e.g., quarterly estimates, filing extensions and final returns
  • Minimum of 4 years of progressive tax accounting and compliance experience in either a corporate tax department or public accounting firm
  • Bachelor’s degree in accounting. Either an advance tax degree or CPA certification is desired
  • Good interpersonal, analytical and writing skills
  • A good understanding of ASC 740 and experience applying ASC 740 concepts to day-to-day tax compliance related tasks
  • An understanding or previous work experience with financial institutions tax
  • Past experience of working with outside accounting advisors
212

Senior Tax Associate Resume Examples & Samples

  • High Net Worth
  • C-Corp/S-Corps
  • Strong Up and Comer
213

Tax Associate Resume Examples & Samples

  • Preparation of monthly, quarterly and annual dividends
  • Preparation of interim QDI, excise and capital gain estimates
  • Preparation of quarterly subchapter M compliance tests
  • Preparation of year end shareholder tax information
  • Preparation of year-end financial statement tax footnotes
  • Review of tax provisions prepared by 3rd party
  • Review of tax returns prepared by 3rd party
214

Senior Tax Associate Resume Examples & Samples

  • Hiring Manager
  • The Sr Tax Associate will be responsible for research and compliance in domestic and international tax areas. Assignments may be in any/all federal, state, international, property, payroll, and sales and use tax areas
  • Accumulate and synthesize information for preparing income tax returns, quarterly estimated tax payments and extensions, and quarterly and annual provisions
  • Identify and analyze book and tax differences and assist with claims for foreign tax credit and research and development credit
  • Assist with tax planning projects; review business practices to minimize federal, state, and international taxes
  • Research federal and state tax matters and provide recommendations concerning treatment and operating procedures
  • Work on special projects as required; investigate special transactions, respond and manage assigned audits conducted by taxing authorities
  • Develop in house work papers and permanent files
  • Assist with transfer pricing studies and agreements and ensure accounting records are in compliance with transfer pricing policies
  • Analyze international contracts, mechanics of setting up offices abroad, foreign withholding tax issues and impact of profitability
  • Bachelors in Accounting Degree required
  • Some experience in a large CPA firm or corporate tax environment with tax compliance (tax return preparation) required
  • Knowledge of: income, property and sales taxation, GAAP and ASC 740
  • Software Corptax experience preferable, also Oracle, Excel, Word preferred
  • Experience with tax research and preparation tools skills preferred
  • CPA/MBT desired
215

Income Tax Associate Resume Examples & Samples

  • Prepare federal and state corporate and partnership income tax return work papers including depreciation computations, special allocations under Internal Revenue Code Sections 704 and 754, tax basis balance sheets, and capital accounts
  • Work closely with Portfolio Management to update the financial models for third party investors
  • Provide due diligence support to M&A and portfolio management departments including analysis of complex excel financial models and review of cost segregation studies
  • Research federal and state corporate and partnership income tax issues and identify ways to optimize tax obligations
  • Perform other tasks as needed for federal and state corporate and partnership income tax planning and compliance
  • Work closely with other departments to gain required information to support the R&D credit
  • Assist with management of tax benefits on tax basis of in excess of $ 7 billion
  • Bachelor or Master’s degree in Accounting
  • 4-5 years of experience including 2+ years in federal and state income tax compliance
  • Strong technical knowledge of federal and state corporate and partnership taxation
  • In depth understanding of accounting principles
  • Strong Microsoft Excel skills (knowledge of complex functions and formulas)
216

Senior Tax Associate Resume Examples & Samples

  • Maintain files, records and schedules of required filings and due dates
  • Perform tasks in an orderly and organized fashion
  • Use good judgment in executing tasks, seek advice whenever
  • 5+ years related corporate accounting, tax or finance background
  • Bachelor’s degree in Finance, Accounting; tax concentration a plus
  • Ability to perform work accurately, thoroughly, timely
  • Critical thinker with ability to initiate and carry out change
  • Highly organized, able to handle multiple priorities at the same time
  • Strong general knowledge of federal and state tax regulations
  • Knowledgeable in conducting tax research
  • Working knowledge of OneSource Tax Provision a plus
  • Excellent communication skills; ability to disseminate data and information is critical
  • Advanced computer skills required: MS Excel, Word and PowerPoint; Access is a plus)
217

Senior Tax Associate Resume Examples & Samples

  • Prepare and review Federal and state corporate, partnership and complex individual tax returns
  • Prepare and review income tax provisions for corporate taxpayers under ASC 740
  • Perform technical tax research on a variety of Federal, state and international tax topics
  • Prepare clear and concise workpapers and other communications
  • Impart knowledge, facilitate staff development, provide training and learning experiences
  • Provide timely training, coaching and performance feedback to staff associates
  • 3-4 years of professional Federal and state income tax experience including experience in public accounting
  • BA/BS degree in Accounting or Master’s degree in Accounting/Taxation
  • Experience with international client base
218

Senior Tax Associate Resume Examples & Samples

  • Participate in tax planning for corporate clients
  • Apply tax technical knowledge to specific client situations
  • Interface with client personnel to obtain information and deliver a high-quality project on time and on budget
  • Senior Tax Associate with 3-4 years of public accounting experience
  • Advanced degree: MST a plus
  • High proficiency in spreadsheets
  • Ability to simultaneously work on several projects and effectively manage deadlines
  • Detail oriented, and possess strong organizational skills to excel in a deadline-driven environment
219

Tax Associate Resume Examples & Samples

  • Preparation of VAT returns for review by Head of Taxation
  • Preparation of the Bank and Building Society Interest return and FATCA/CRS returns
  • Assist with production of quarterly HO reporting and tax provisioning
  • Support the Head of Taxation in handling European tax issues that affect the Continental offices
  • Assist Head of Taxation in ensuring that Mizuho is compliant with VAT and UK taxation
  • Assist Head of Taxation in ensuring that HO tax policies are followed
  • Delivering results
  • Business awareness
220

Finance, India TAX, Associate Resume Examples & Samples

  • Direct and Indirect tax Advisory (sectors covered are IT/ITES and Financial Services) 2.Ensuring compliance on all India direct and indirect tax matters (including transfer pricing documentation) requirements
  • 3-5 years post qualification India tax experience including transfer pricing experience
  • Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions 6.Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
221

Tax Associate Resume Examples & Samples

  • Bachelor’s degree in accounting or related field required
  • Advanced graduate degree studies in taxation is a plus
  • CPA license and or JD is a plus but not required
  • 3+ years of progressive tax work experience including working with tax planning & tax audits
  • Experience managing tax processes and data flow using financial, regulatory, compliance and tax systems
  • Exposure to tax research and planning is a plus
  • Requires demonstrated knowledge of fundamental tax law
  • Understanding US GAAP/Federal tax differences and applying this knowledge to tax returns and Schedule M adjustments
  • Highly developed interpersonal, project management, organizational, analytical and writing skills
  • Ability to work effectively with various levels of tax, accounting and various business unit staff
  • A self-directed approach to dealing with tax situations
  • Self-motivated for instituting process improvements
  • Possess strong communication and writing skills
  • Ability to work well with external advisors
  • Ability to work collaboratively with business unit
222

Seasonal Tax Associate Resume Examples & Samples

  • Service Specialization: Clients may be in any industry with a need for a technical expert, or may be industry focused. S/he focuses on development within a particular service while gaining knowledge on the full suite of service capabilities CLA can provide
  • Tax: Prepare individual, corporate, partnership and other types of returns as well as perform limited tax research with guidance. Handles routine client tax questions and works with clients to collect necessary information for tax return completion and compliance. Completes tax related research and special projects as needed. Interfaces with client personnel to review and apply accounting and tax principles
  • The Associate reports directly to a Director or Principal and may receive work direction from a Manager. S/he works on a variety of client engagements under the direction of a Principal, Director, Manager or Senior
  • Leading with Impact: Gains the confidence of others by demonstrating success over time
  • Entrepreneurial Grit: Has the courage to bring forward a new idea, with the firm’s interest at heart
  • Ownership Mindset: Takes personal responsibility for work product, as if own name was on the front door
  • Client Service Excellence: Has a service mindset and is responsive to client needs
  • People Development: Makes personal development a priority, seeking feedback and opportunities to grow
  • Clear Communication: Communication is clear, concise, and considerate of the needs of others
  • Growing the Business: Is aware of the importance of growing the business and understands the core services we provide
  • Experience: College graduate or demonstrated success as an entry-level accountant with an exposure to financial statement preparation and tax preparation (with appropriate education)
  • Education: Bachelor’s degree in Accounting, Finance, or a related field
  • Certification: Eligible to sit for CPA preferred
  • Travel: This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes
223

Senior Tax Associate Resume Examples & Samples

  • The Senior Tax Associate is responsible for recording income tax provision and preparing and filing federal and state income tax estimates, extensions, and returns
  • Prepares Company’s monthly, quarterly, and annual accounting income tax provision and related financial statement disclosures
  • Prepares tax-related journal entries and corresponding general ledger reconciliations
  • Performs tax calculations for state returns/estimates/extensions
  • Manages tax notices - calling taxing authorities to inquire about unclear notices, writing abatement letters as needed, coordinating payment of notices
  • Processes federal and state income tax estimates, extensions, and returns
  • Coordinates of efforts o external tax advisors and external auditors
  • Manages audits from taxing authorities
  • Monitors of the Company’s transfer pricing policies and related documentation
  • Special projects and tax research
224

Tax Associate Resume Examples & Samples

  • Calculate ASC 740 Tax Provisions and prepare workpapers supporting Current and Deferred Tax
  • Assist in the preparation of all Federal and State income tax returns for US entities
  • Calculate Federal and State quarterly estimates and annual extensions
  • Respond to tax authority notices and nexus questionnaires
  • Prepare monthly account reconciliations of all tax-related accounts
  • Gather information for tax audits
  • Tax Research and Planning to provide companies tax advice/guidance and tax savings
  • Bachelor's degree in Accounting preferably with an Internship in Tax Accounting
  • 1 year of corporate tax related Public Accounting experience preferred
  • Strong Accounting and MS Excel knowledge
  • Good analytical and proactive problem solving skills
  • Ability to multi- task and meet deadlines
  • Detail oriented with strong organization skills
  • Self-motivated Team Player requiring minimal supervision
  • SAP and OneSource Tax software experience a plus
225

Income Tax Associate Resume Examples & Samples

  • Strong communication, organizational, and time management skills
  • Proficiency with Microsoft Word & Excel
  • Self-motivated and accountable
  • Professional and positive attitude
  • High integrity
  • Dedication and commitment to contributing to a team environment
  • Bachelors degree in Accounting (Masters degree preferred)
  • Income tax coursework (1-2) years required
226

Tax Associate Resume Examples & Samples

  • Calculate qualified vs. non-qualified dividends and premiums
  • Minimum 2-5 years of income and indirect tax accounting and compliance experience
  • Working proficiency with tax software (e.g. CorpTax, OneSource, TriTech Premium Pro, other)
227

Senior Tax Associate Resume Examples & Samples

  • Preparing quarterly estimated tax payment calculations for federal and state jurisdictions, including collaboration with accounting function to ensure timely payment
  • Assisting with ancillary tax compliance, including foreign bank account reporting, Forms 1042, etc
  • Maintaining documentation required to prepare and complete Form 1118
  • Assisting with interim and year-end tax provision calculations and reporting
  • Maintaining tax basis balance sheets
  • Assisting with quarterly financial filings with the Department of Commerce
  • Assisting with other tax projects as required, including fixed asset maintenance, residency certificates, etc
  • 3-5 years of US corporate income tax compliance experience
  • Strong knowledge of US tax accounting principles (FAS109)
  • Knowledge/experience with OneSource RS tax preparation software is highly desired
  • CPA designation is a plus
  • PeopleSoft experience is a plus
228

Senior Tax Associate Resume Examples & Samples

  • Strong understanding of accounting and taxation principles
  • Ability to problem solve and work through issues
  • Bachelor degree in Accounting or related field required
  • Advanced degree in Tax a plus, but not required
  • 3 - 5 years of applicable, practical tax experience
  • 2+ years with big four accounting firm, preferred but not required
229

Fantastic Opportunity for Tax Associate Resume Examples & Samples

  • Firm regularly promotes Partners from within and great values loyalty. They have a policy not to lateral in partners – this is great for attorneys looking for growth potential in their next opportunity
  • The firm offers challenging work, growth opportunities and a collaborative environment
  • Firm offers lower billable hours and great growth potential
230

Payroll Tax Associate Resume Examples & Samples

  • Creates cost centers and personnel subareas in the HRIS and payroll systems
  • Ensures proper setup of employees' work state for tax withholding and unemployment insurance purposes
  • Ensures proper setup and maintenance of local withholding codes for employees in the payroll system
  • Accurate and timely review and reconciliation of weekly and bi-weekly tax funding
  • Review and reconciliation of quarterly and year-end tax filing
  • Perform audits to ensure the accuracy of W-2 reporting
  • Process adjustments, W-2 corrections and coordinate tax amendments as appropriate
  • Prepare annual federal wage allocation by state and city for the Corporate Tax department
  • Coordinate and monitor SUI tax rate changes with unemployment insurance and payroll vendors
  • Maintaining and tracking tax verification reports for audit purposes
  • Responsible for acting as a vendor liaison and ensuring a successful and productive vendor relationship
  • Lead small to medium impact Administration and Payroll projects and tactical initiatives
  • Participate in projects that involve cross disciplinary teams
  • Responsible for training new hires and providing guidance and support on departmental policies, procedures and systems to all other A&P Specialists
  • Provide Call Management System (CMS) support to handle employee inquiries regarding W earnings and withholding taxes. (CMS average turnaround 1.5 business days)
  • Perform other duties as assigned in a timely and satisfactory manner
  • Associates (minimum) or bachelor's (preferred) degree preferred or equivalent work experience
  • Prior experience working in a payroll environment a plus
  • Experience with Kronos, ADP eTime, SAP HRIS a plus
  • Ability to coordinate priorities with Administration and Payroll, Benefits, Compensation, HR managers and HR business partners. * Integrity and trustworthiness specific to confidentiality and privacy of employee information
  • Ability and willingness to work flexible work hours to ensure payroll deadlines are met
  • Ability to adapt to frequent changes that can occur with vendor relationships, system updates, policies, etc
  • Proactive in resolving issues with employees, businesses and other departments
  • Persuasiveness and assertiveness in communicating expectations to vendors. Ensure vendor compliance with all applicable federal, state and local regulations
  • Assist analysts in performing root-cause analysis, identifying systemic issues, implementing solutions
  • This position pays $26.00 per hour
231

Tax Associate Resume Examples & Samples

  • Bachelor’s Degree or above preferred
  • 1-3 years administrative experience in a professional environment preferred
  • Excel, Word and Outlook, with the ability to learn multiple tax programs
  • Experience with ProSystem Tax or OneSource Trust Tax a plus, but not mandatory
232

Asset Management, Fiduciary Tax Associate Resume Examples & Samples

  • MIS reporting
  • Tax knowledge required
  • Demonstrate leadership skills
  • Bachelor’s degree in Accounting, Business, or related field is preferred
233

Senior Tax Associate Resume Examples & Samples

  • Bachelor’s Degree in Accounting, Business, or Finance
  • Masters in Accounting and/or Masters in Taxation highly desirable
  • 4 - 6 years of public and private accounting experience preferred
  • High level of profiency in Microsoft Excel and other Microsoft Office suite programs
  • Experience with Hyperion a plus
  • Able to work flexibly, creatively, and collaboratively
  • Able to present ideas effectively and gain acceptance and commitment
  • Self starter, able to work on own initiative
  • Good organization, planning and project management skills
  • Customer focus
234

Tax Associate Resume Examples & Samples

  • 2-4 years in public accounting, Big 4/CPA preferred
  • Experience with preparing and/or reviewing tax provisions
  • Tax accounting for debt instruments experience preferred (such as agency RMBS, non-agency RMBS (REMICs))
  • Excellent communication skills and the ability to work in a team environment
  • Ability to learn in a fast-paced environment
  • Excellent organizational and analytical skills and attention to detail
  • Team player with the ability to work independently and function in a support role
  • Experience with tax and other financial modeling
235

Tax Associate Resume Examples & Samples

  • Assist in planning work on the engagement to include client acceptance case processing, due diligence, engagement letter preparation and other tasks assigned
  • Active involvement in the preparation of complex US tax returns and other tax compliance filings for our clients
  • Perform technical research of taxation issues and assist in the implementation of tax planning strategies
  • Update the Senior or Manager on a daily basis and escalate issues so they can be addressed
  • Focus on developing an understanding of our clients’ business and industry while building knowledge on relevant Tax regulations
  • Bachelors in Accounting, Finance or related field with strong academic credentials (GPA 3.2 or above) required; credits in US tax considered an asset
  • A minimum of 6 months of recent experience (internships or Co-op) in US tax or accounting is preferred
  • Commitment to pursuing and achieving relevant accounting qualification; CPA or Enrolled Agent
  • Sound working knowledge of MS Office required; Excel, Word and Outlook
  • Sound analytical and problem solving skills with strong attention to detail
  • Good interpersonal skills, professional manner and ability to work independently and in a culturally diverse team environment
  • Good organizational and time management skills with the ability to multi-task and meet deadlines
236

Tax Associate Resume Examples & Samples

  • Execution of compliance projects, including preparation of annual federal/state income tax returns, for multinational companies
  • Tax provision preparation for quarterly and annual reporting for both SEC registrants and private entities
  • Participate in special projects in specific technical areas such as tax basis balance sheets, valuation allowance, accounting for uncertain tax positions, indefinitely reinvested earnings assertion, outside basis differences, and share-based payments
  • Prior accounting/tax experience (or internship) preferred
  • Proficient in MS Office systems such as Excel, Work, PowerPoint; prefer knowledge in GoSystems Tax
237

Senior Tax Associate Resume Examples & Samples

  • Prepare Brighthouse Financials federal and state income tax returns including US federal income tax for life and non-life entities, state income and franchise tax for life and non-life entities
  • Prepare consolidated schedules and sub-consolidations for federal income tax return filings as well as taxable income calculations and separate pro forma returns for life and non-life entities
  • Minimum 3-5 years of income and indirect tax accounting and compliance experience
  • Technical experience with consolidated tax return regulations as well as Life/Non-Life group issues
  • Technical experience with life insurance tax and tax accounting (ASC 740, SSAP 101)
238

Corporate Tax Associate Resume Examples & Samples

  • Calculate and analyze state apportionment data for the preparation of state and local tax returns
  • Assist in maintaining tax calendar to effectively track statutory and internal due dates for all tax filings; contribute to the maintenance of the filing system within the department
  • Coordinate with and provide data to outside tax consultants and legal counsel related to tax compliance matters
  • Evaluate book to tax differences related to fixed assets; utilize FAS software to compute tax asset depreciation reports
  • Conduct quarterly and annual REIT audit testing calculations and projections
  • Assist with the annual calculation and public reporting of tax classification of Company dividends
  • Assist in the preparation and filing of monthly and quarterly sales and use tax returns as needed
  • Assist with property tax issues as they relate to real estate or manufactured homes, including research and compliance
  • Prepare and file personal property tax reports within the various applicable municipalities
  • Develop and maintain an in-depth knowledge of federal and state tax laws, regulations, and current tax developments
  • Other duties and special projects as requested
239

Tax Associate Resume Examples & Samples

  • Help with contract registration
  • Other work assigned by supervisor
  • Undergraduate junior student, and accounting or tax background is a plus
  • Effective communication, interpersonal skills with ability to work with other departments
  • Hard work, detail oriented and patient
240

Senior Tax Associate Resume Examples & Samples

  • Assist in the preparation of the consolidated tax return and pro forma corporate tax returns
  • Perform international compliance including 1118, 5471 and 8858 forms
  • Assist in gathering information for preparation of foreign income tax returns prepared by outside advisors
  • Assist in preparing estimated tax payments for foreign entities
  • Assist with developing audit ready files to support current year returns; provide IRS audit assistance as requested by audit team
  • Assist in the preparation of the US quarterly and annual income tax provision, including detailed analysis and calculation of Schedule M adjustments
  • Assist when needed with adherence to department policies regarding managing, updating and ensuring the tax accounting quarterly and annual procedures and compliance with required SOX control objectives
  • Engage in tax research and documentation as necessary to support filing positions
  • Promote a risk-aware culture; ensure efficient and effective risk and compliance management practices by adhering to required standards and processes
  • 3-5 years corporate tax experience
  • Undergraduate degree in Accounting or other financial discipline required
  • Ability to communicate effectively with tax and non-tax professionals
  • Detail oriented with strong organizational skills for multi-tasking
  • OneSource and/or Hyperion experience preferred
  • CPA or advanced degree a plus
  • Consolidated return experience is a strong plus
241

Tax Associate Resume Examples & Samples

  • Ability to complete work with a minimum of supervision under rigid time constraints
  • Two years college with accounting course work or equivalent
  • Ability to work in a team setting
  • Work in a fast paced environment
  • Code and enter invoices into accounts payable system
  • Research, analyze and make recommendations for disposition of out of balance accounts especially in relationship to real and personal property taxes
  • Other projects as assigned by supervisor
242

Tax Associate Resume Examples & Samples

  • 1) Indirect taxes
  • Ensuring reconciliation of tax balances as per returns with books
  • Ensuring validity of tax account balances and credits claimed
  • Advising on service tax / VAT, SEZ and STPI compliance on transactions
  • Liaison with GST consultants to ensure organizational readiness for GST
  • Liaison with System consultants to ensure changes (tax codes, changes in masters, etc.) necessary from GST perspective are incorporated in system
  • Manage indirect tax audits
  • Monitoring of GST credits and ensuring timely filing of return
  • Managing the tax account codes in books of accounts and ensuring the balances are accurate and captures all details
  • 2) Direct tax & Transfer Pricing
  • Liaison with company tax consultants for corporate tax return filing, assessments and opinions on various subjects
  • Managing process for Transfer Pricing studies and maintaining transfer pricing documentation and liaison with consultants for the same
  • Liaison with international business partners for ensuring necessary documentation for transfer pricing
  • Assisting payroll team if any questions comes or need to support tax planning at corporate level
  • Evaluating the proposed transaction with related party (International & domestic) under provision of Transfer pricing and ensuring the price is at arm’s length
  • Manage tax audit (3CD) and transfer pricing audit (3CEB) under Income tax Act
  • 3) Overall
  • Evaluating the notices/order/ and submission etc. related to tax compliance
  • Review of various contracts with business partners from taxation perspective
  • Regularly monitoring the Tax Compliance activities, planning, and associated tax risk position
  • Provide regular updates to local/regional senior management which are important from business perspective
  • Any other tasks and responsibility as assigned from time to time within business processes
  • CA with 2 to 3 years post qualification experience in Direct & Indirect taxation
  • Good working knowledge of Indirect tax provisions
  • Exposure to both direct taxes (Corporate tax returns, TDS, transfer pricing) as well as indirect taxes (Excise, Service tax, VAT, GST)
243

Domestic Tax Associate Resume Examples & Samples

  • Tax compliance, including preparation of federal and state corporate income tax returns, extensions, and quarterly estimates in a time sensitive environment
  • Tax provision, including preparation of separate company financial statements, monthly and quarterly ETR calculations
  • Tax audit support
  • 2+ years of domestic corporate income tax experience, preferably in a large corporate environment or a sophisticated accounting firm
  • 4 year accounting degree, MS or MBA in Tax preferred
  • Financial services industry experience preferable, but not required
244

Tax Associate Resume Examples & Samples

  • Prepare federal and state income tax returns (1040s, 1065s, 1120s, etc.), tax extensions and tax projections in various industries
  • Assist with tax audits and special projects and perform light research projects
  • Possess general knowledge of federal, state and local tax laws – corporate, individual, trust, gifts, and partnership taxation
  • Be able to apply basic accounting principles and tax research to engagements
  • Software training
  • Continuing Professional Education (CPE)
  • Exposure to all facets of the accounting industry
  • Community service
  • Wellness programs
  • Mentor program
  • Various sports teams & clubs
  • And many more!
245

Tax Associate Resume Examples & Samples

  • Assist in the preparation and reporting of the quarterly and annual tax accrual. This includes update and rollover of Corptax system, review of data reported by non-tax personnel, and analysis and support for reported tax balances
  • Provide analysis and support for Federal and state tax audits. Meet with auditors, prepare responses to information requests, and provide supporting materials under the supervision of senior personnel
  • Review annual Federal domestic and international, and state tax filings prepared by outside service provider. Prepare state extensions and estimated tax payments
  • Update components of tax return data prepared by Cabot for use in tax filings, such as Sage Fixed Asset system
  • Work closely with Tax Manager and other members of the Tax Department on corporate tax projects (both domestic and international)
246

Senior Tax Associate Resume Examples & Samples

  • JD or CPA (or eligibility to sit for the exam) is preferred
  • 3+ years' State & Local Tax experience in a public accounting firm
  • Experience in researching and addressing Sales/Use tax matters
247

Senior Tax Associate Resume Examples & Samples

  • Four-year college degree in accounting or a related field
  • 3+ years of experience with high net worth individuals and families in public accounting, financial planning, law and or trust administration
  • Proficiency with tax preparation and planning software, internet research tools; and Microsoft Excel, Word and Outlook
  • Good interpersonal skills and the ability to deal effectively with a wide range of people
  • Ability to monitor, prioritize and coordinate workflow of the entire tax service team
  • Proficient in: ProSystem fx, BNA Income Tax Planner, Microsoft PowerPoint, Quicken, QuickBooks, ATB, RIA research, CCH research, Brentmark, BNA research and PPC research
  • CFP or PFS
248

Senior Tax Associate Resume Examples & Samples

  • Responsible for preparing and managing various client Form 990 tax returns; including, but not limited to, moderately complex tax engagements, effective communication with clients and in-charges so that clients receive excellent, timely service. This includes day-to-day oversight of tax returns and consulting projects and communicating with clients on a one-on-one basis
  • Work with in-charges to provide guidance to help clients maintain compliance with tax and compliance issues
  • Prepare Form 990 Series and other tax returns
  • Supervise the work of Associate accountants
  • Assist in-charges in Coordinating projects, budget time and expenses, and monitor actual performance against budgets
  • Build and maintain a proactive, professional relationship with clients for assigned engagements
  • Continue professional development efforts through an intentional growth plan, with a special focus on the NPO organizations and corresponding tax issues and trends
  • Bachelors’ degree in accounting or a related finance degree
  • 3-5 years of related tax experience in public accounting firm
  • CPA certification is preferred; drive to obtain CPA certification upon hire
  • Reputation of integrity, even in conflictive situations
  • Ability to produce high-quality work while meeting deadlines
  • Strong technical skills, including Microsoft Office
  • Willingness to travel locally as necessary
249

Sales Tax Associate Resume Examples & Samples

  • Reviews and processes customer information used in set up of new accounts in SAP
  • Makes determinations if account information is accurate and detailed enough to support Tech Data in future audits within certain guidelines
  • Takes independent action to respond to and/or resolve issues relating to resale tax certificates
  • Interacts with customers in a courteous and professional manner to ensure customers perceive Tech Data's commitment to customer satisfaction
  • Responds in a timely manner if not immediately to telephone contact with internal and external customers
  • Communicates with various taxing authorities to verify and research various customer issues regarding tax for Management review
  • Maintains tax certificate information in the Tax Tracking System (essential for audit support)
  • Monitors customer orders and accounts on hold
  • Contacts customers to educate them on problem issues and instructs them on various options to resolve conflicts
  • Educates and collaborates with Sales team members to reach mutually beneficial solutions if possible
  • Maintains flexibility in working with State compliance guidelines, which change on a consistent basis
  • Maintains general working knowledge of current State guidelines for all 50 states to assist in evaluation of customer issues with respect to Tech Data's potential tax liability
  • Works collaboratively with other internal departments including Credit and Sales to resolve customer problems related to audit issues
  • Analyzes tax documentation on file for existing customers to expedite correction/update of records to remain in compliance with various state guidelines
  • Assists Tax Accountant with special projects
  • Supports Department Management with Audit research and compilation of customer data for presentation to auditors
  • High School diploma/GED required; Associate degree in business, related field or equivalent preferred
  • Able to be diplomatic when handling calls/correspondence for Management
  • Able to build solid, effective working relationships with others
  • Able to display a preference for interacting with people, being friendly, outgoing, articulate and socially at ease. Able to adjust readily to change and adapt as needed
  • Able to avoid win/loss situations and ensure productive resolutions of conflict
  • Able to display assertiveness and a high level of self-confidence
  • Able to identify areas of risk/concern in area of responsibility
  • Able to respond to common inquiries from regulatory agencies or members of the business community
  • Able to stay with a position or plan of action until the desired objective is achieved
  • Able to think strategically and tactically. Able to input 40 words per minute (wpm)
  • Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at a basic level
  • Able to be attentive and foster two-way conversation. Able to maintain a positive attitude in the face of criticism, rejection, or failure
  • Able to maintain confidentiality of sensitive information. Able to negotiate skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results
  • Able to use common office equipment. Able to perform basic mathematical calculations
  • Able to prepare/analyze appropriate reports and other business correspondence
  • Able to provide courteous, timely service when addressing customer questions and concerns
  • Able to quickly learn new systems and technology. Knowledge and/or expertise in related area of responsibility
  • Possesses basic clerical and data entry skills. Possesses strong data entry skills
  • Possesses strong multi-cultural interpersonal skills
  • Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level. Handles special assignments as directed by the Tax Department Management Team
  • Utilizes all necessary internal applications. Performs additional duties as assigned
250

Tax Associate Resume Examples & Samples

  • Supporting the Operational Tax Manager in maintaining an overview of the operational execution activity to make sure execution happens in accordance with policy standards, and line with all senior and regional stakeholder expectations
  • Engaging with senior stakeholders to drive consistent execution and deployment of the Operational Tax framework and operating model across the business
  • Effectively reporting and translating issues to appropriate actions to remediate emerging and present risks