Tax Reporting Analyst Resume Samples

4.6 (98 votes) for Tax Reporting Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the tax reporting analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
RW
R Wyman
Rosella
Wyman
2040 Miller Garden
Phoenix
AZ
+1 (555) 614 7541
2040 Miller Garden
Phoenix
AZ
Phone
p +1 (555) 614 7541
Experience Experience
Phoenix, AZ
Tax Reporting Analyst
Phoenix, AZ
Reilly-McCullough
Phoenix, AZ
Tax Reporting Analyst
  • Assist in the preparation of supporting work papers and the preparation of the Federal and State income tax returns for all domestic entities
  • Follow the UBS Change Management Framework
  • Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis
  • Create VBA automation solutions and macros that are applied to legacy and third party applications
  • Work on other department related projects and initiatives
  • Work with vendor to troubleshoot software issues, and act as liaison between vendor and internal users to communicate any software changes during the year
  • Proper documentation to show eligibility to work in the US
Philadelphia, PA
Indirect Tax Reporting Analyst
Philadelphia, PA
Beier-Schumm
Philadelphia, PA
Indirect Tax Reporting Analyst
  • Prepare the monthly indirect tax filings for Amazon and related companies including but not limited to Sales Tax, Use Tax, Gross Receipts Tax, WA Business & Occupation Tax, Unclaimed Property, Regulatory Fees and similar taxes
  • Research and generate use tax accruals and other indirect tax accruals
  • Provide guidance based on research of transaction tax laws and regulations using RIA, CCH and other resources
  • Assist with the reconciliation of transaction tax general ledger accounts
  • Obtain business license and related tax registrations, including renewals
  • Develop and implement process improvements across the entire State and Local Indirect Tax compliance
  • Assist in compiling FAS5/ASC450 documentation
present
Boston, MA
Senior Tax Reporting Analyst
Boston, MA
Schmeler Inc
present
Boston, MA
Senior Tax Reporting Analyst
present
  • Review and provide sign off on tax files, remittance amounts, system changes and processes
  • Creation and maintenance of workpaper binder
  • Management of the FIN 48 reserves
  • Review compliance rules and regulations related to investor mutual fund taxation
  • Ensure TA system of record has accurate and complete tax information
  • Lead all investor tax filing with various tax agencies ensuring compliance to regulations
  • Act to ensure that the administration of our accounts complies with these through in-depth evaluation, impact analysis, recommendations, and presentation of proposals
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Florida Atlantic University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong attention to detail
  • Highly organized
  • Working knowledge of The Foreign Account Tax Compliance Act (FATCA), Internal Revenue Code sections 1471 - 1474; Non - Resident Alien (NRA) withholding rules, Internal Revenue Code sections 1441 - 1446; and, Back - Up withholding rules of Internal Revenue Code section 3406
  • Solid Tax background
  • Excellent communication skills (written and verbal)
  • Great interpersonal skills
  • Able to communicate and coordinate findings with Tax, Legal, and New Accounts Departments
  • Familiarity with tax Forms W-9, W-8BEN, W-8BEN-E, W-8IMY, W-8ECI and W-8EXP
  • 5+ years of experience in the Financial Services industry with a Broker / Dealer or Public Accounting firm
Create a Resume in Minutes

10 Tax Reporting Analyst resume templates

1

Senior Tax Reporting Analyst Resume Examples & Samples

  • University degree/college diploma or equivalent industry experience- Mandatory
  • 4-5 years of experience in the mutual fund industry or tax reporting related fields
  • Thorough understanding of investor level tax including CRA, QC mutual fund taxation rules – Mandatory
  • Experience or working knowledge of mutual fund operations/service and shareholder record keeping systems (preferably SMS) - Preferred
  • Knowledge of registered plans regulations and tax reporting – Mandatory
  • Knowledge of all tax forms both system generated and manually prepared (i.e. estates) - Preferred
  • IFIC/CSC – Mandatory (job requirement, need to complete within a year of accepting the role if not complete at time of hire)
  • Solid knowledge of FTIC policies/procedures
  • Experience in mutual fund operations/customer service and with TA systems
  • Experience and knowledge of all TA policies/procedures relating to compliance and tax reporting (with respect to investor reporting)
  • Well organized, self-starter, strong customer focus with ability to build relationships internally and externally
  • Demonstrated continuous improvement frame of mind
2

Participant Tax Reporting Analyst Resume Examples & Samples

  • Execute business and regulatory compliance responsibilities in meeting core functions, including the detailed research, analysis, interpretation, documentation and communication of changing federal and state tax withholding and reporting regulations
  • Ensure that TIAA-CREF and its subsidiaries perform all necessary tax withholding, withholding remittance and tax reporting functions on all new and existing TIAA-CREF products and services in compliance with regulatory requirements
  • Participate in corporate and/or divisional projects that focus on complying with new and existing regulatory requirements and specifications, creating productivity enhancements that minimize TIAA-CREF’s exposure to penalties and interest charges, and maximize TIAA-CREF’s reputation as a diligent and prudent payer
  • Lead and participate in, departmental projects to streamline our functions and increase compliance controls. Design controls for new or existing systems and products, and successfully implement recommendations
  • Analyze and determine the impact of new products, services, systems, and process enhancements as they relate to tax withholding and reporting. Review, interpret and comment on business, functional and technical requirements for corporate projects. Define business requirements, test objectives, scope, conditions, and cases. Identify and resolve discrepancies. Test the functionality of new systems
  • Interpret complex business, system, and operational issues
  • Participate and/or conduct Tax Reporting and Tax Compliance presentations and training
3

Corporate Actions Tax Reporting Analyst Resume Examples & Samples

  • General knowledge of corporate actions income and reorganization processing
  • Basic level of understanding regarding Non-Resident Alien and U.S. withholding tax and its impact to IRS forms reporting
  • Strong written/oral communication skills
  • Professional Style - ability to interact with individuals at various level of management
  • High degree of self-confidence
  • Strong research/analytical skills
  • Strong PC skills in Microsoft applications (Excel, Project, Access and PowerPoint)
4

Tax & Reporting Analyst Resume Examples & Samples

  • Minimum 3 years of accounting, tax and reporting experience in investment fund industry
  • University degree in accounting with practical knowledge of fund taxation Ability to prioritize and meet tight deadlines
  • Ability to complete work assignments with a high degree of accuracy
  • Strong analytical skills and attention to detail & research skills
  • Good written and verbal communication skills
  • Strong working knowledge of Word & Excel and ability to assist, develop spreadsheets ,templates with advanced excel formulas
  • Knowledge of MPower and Confluence system an asset
5

Tax Reporting Analyst Resume Examples & Samples

  • Work as part of the core implementation team responsible for target reporting change from start to finish involving requirements definition, functional specification verification, user acceptance testing and business roll-out/integration
  • Liaise with various business, IT and project stakeholders on an ongoing basis to understand their needs and priorities as well as to pro-actively manage expectations, buy-in, feedback and resolution of issues
  • Drive detailed requirements and impact analysis for different work streams within client and tax reporting (e.g. official statements, adhoc reports, online views etc.)
  • Ensure that the analysis covers all areas specified by US FATCA, OECD CRS – Automatic Exchange of Information
  • Assess, document and manage business impact of upstream and downstream changes, identifying gaps and also propose potential solutions to overcome the gaps to meet the objectives
  • Lead the UAT stage in terms of scenario and schedule planning and overseeing test execution
  • Follow the UBS Change Management Framework
  • Able to analyze SOPs from various Operations team in case any planned changes impact these. May be required to update the SOPs with the help of concerned RTB expert
  • Plan and manage the communication and roll-out of the target tax reporting solution to the key stakeholders to ensure seamless integration within the day-to-day operating processes
  • Document and understand Reporting application functionalities/limitations used by UBS sufficiently in order to support analysis for any projects that may impact tax reporting
  • More than 4 years of business analysis experience within a private or investment banking set-up focusing on tax reporting particularly for US tax requirements
  • An internal or external candidate who has a good understanding of capital market products, FX, Structured Products & Derivatives and their related payouts that may impact tax for a WM client
  • Past experience with implementing a Tax Reporting tool is desirable
  • Knowledge of key provisions FATCA regulations and upcoming OECD CRS will be plus
  • Proven track record of driving business analyses efficiently with minimum supervision in a financial institution and ability to derive implications in particular the implications for business requirements definition, IT implementation and business integration
  • Proven ability to interact effectively with different cross functional partners at the working level
  • Strong communication skills in the interaction with various internal business partners across different seniority levels
  • Striving to continuously enhance processes and procedures and a strong drive to bring effective change that is properly integrated into the affected business areas
  • Good analytical and problem solving skills coupled with creativity and can-do attitude
  • Experience of working in a multi-cultural environment with ability to remotely coordinate with various spread across different locations and time-zones
6

Custody Tax Reporting Analyst Resume Examples & Samples

  • Must have strong overall knowledge of Domestic markets, with emphasis on Equity and Fixed Income Tax and Corporate Actions
  • Must be proficient in Broadridge BPS, IMPACT, DTCC
  • Minimum of 3-5 years experience in Securities Tax
  • Series 99 (or an equivalent license, e.g. Series 7) preferred
7

Participant Tax Reporting Analyst Resume Examples & Samples

  • Ensure compliance with current tax year requirements when coordinating the participant tax form mailings and tax agency reporting requirements for the U.S., States, Canada and Puerto Rico
  • Participate on divisional projects that focus on complying with new and existing regulatory requirements and specifications, creating productivity enhancements that minimize TIAA-CREF’s exposure to penalties and interest charges, and maximize TIAA-CREF’s reputation as a diligent and prudent payer
  • Interpret complex business, system and operational issues
  • Maintain and update tax system withholding tables, as well as on-line withholding and reporting forms and reference materials located on both the intranet and internet
  • Participate and/or conduct Tax Reporting and Compliance presentations and training
8

Lead Participant Tax Reporting Analyst Resume Examples & Samples

  • Execute business and regulatory compliance responsibilities in meeting core functions; including the detailed research, analysis, interpretation, documentation and communication of changing federal and state tax withholding and reporting regulations
  • Ensure that TIAA-CREF and its subsidiaries perform all necessary tax withholding, withholding remittance and tax reporting functions on all new and existing TIAA-CREF products and services and in compliance with regulatory requirements
  • Analyze and determine the impact of new products, services, systems, and process enhancements as they relate to tax withholding and reporting. Review, interpret and comment on business, functional and technical requirements for corporate projects. Define business requirements, test objectives, scope, conditions, and cases. Identify and resolve discrepancies. Test new systems and functionality
  • Participate and/or conduct presentations and training
  • 7+ years of tax, accounting, project work, technical training or business analysis experience within the tax, finance, banking, or insurance industry
  • 3+ years of experience leading a team or process is required
  • Project management experience required
  • Strong research, analytical, organizational and system testing skills
  • Effective time management skills, and strong written and verbal communication skills
  • Presentation and training experience preferred
  • Flexibility to work additional hours as needed during peak business periods
9

Tax Reporting Analyst Resume Examples & Samples

  • 5+ years of experience in the Financial Services industry with a Broker / Dealer or Public Accounting firm
  • Solid Tax background
  • Working knowledge of The Foreign Account Tax Compliance Act (FATCA), Internal Revenue Code sections 1471 - 1474; Non - Resident Alien (NRA) withholding rules, Internal Revenue Code sections 1441 - 1446; and, Back - Up withholding rules of Internal Revenue Code section 3406
  • Familiarity with tax Forms W-9, W-8BEN, W-8BEN-E, W-8IMY, W-8ECI and W-8EXP
  • Able to communicate and coordinate findings with Tax, Legal, and New Accounts Departments
10

Tax Reporting Analyst Resume Examples & Samples

  • Will be required to reconcile firm house withholding accounts and assist in the facilitation of daily deposits to the IRS
  • Work closely with the Corporate Tax Department on interpretations, tax compliance requirements and or changes that need to be implemented in the processing workflows
  • The employee will also be required to participate in other various State reporting functions
11

Custody Tax Reporting Analyst Resume Examples & Samples

  • Must interpret US tax requirements and determine HSBC response
  • Independent decision making abilities while engaging Line Manager at all times
  • Escalate where appropriate
  • Ability to apply Industry practices / mandates into BAU functions
  • Identify high risk functions ensuring strong controls are in place to mitigate risks
  • Must ensure all regulatory requirements are understood and met
12

Participant Tax Reporting Analyst Resume Examples & Samples

  • Bachelor's degree in Accounting, Finance, Business Administration or related field
  • 5+ years of tax, accounting, project work, technical training or business analysis experience within the tax, finance, banking, or insurance industry
  • Tax experience should include exposure to individual income and payroll tax, and general accounting principles as they apply to the financial services industry
  • Strong knowledge of individual tax withholding and multi-state tax regulations
  • 1-3 years of experience leading a team or process is required
  • Strong research, analytical, customer service, organizational and system testing skills
  • Project management experience preferred as well as ability to concurrently manage multiple projects
  • Understanding of general process controls, and knowledge of database and spreadsheet applications and data modeling
  • Ability to demonstrate an exceptional standard of quality: this involves timeliness, accuracy, attention to detail, organization and self review skills, thoughtful analysis and problem-solving, and accountability for excellent results
13

Tax Reporting Analyst Resume Examples & Samples

  • Preparing Tax Reports for International and UK tax year ends, including Capital Gains Tax Reports for UK clients. Maintaining and reconciling on a daily basis the Capital Gains Tax reporting system CGIX
  • Loading transaction history into CGiX for new accounts and portfolios. Contribute to the effective teamwork by providing information or hands on assistance to colleagues when required
  • Identify, anticipate or take ownership of routine problems, following them up and resolving them where possible
  • Convey information to colleagues, client advisors etc where required whether verbally or in report format. Set and work to own targets and deadlines when managerial direction is not readily available without compromising quality
  • Able to identify risk which occurs in own work, understands the relevant local procedure aimed at controlling risk and consistently work within these controls and weekly / monthly statistical analysis provided to the line manager
  • CGiX – Capital Gains Tax system & Microsoft Excel and Word
14

Tax Reporting Analyst Resume Examples & Samples

  • Performing analysis, requirements definition and change management in support of the (ongoing) regulatory change program
  • Supporting the production of steering committee governance packs
  • Designing changes to existing operating models and processes to ensure regulatory change requirements are incorporated whilst ensuring end to end processes are optimised
  • Developing key stroke procedures and processes for operational readiness
  • Preparing and submitting Global Reporting for Model 1 and Model 2 IGA's
15

Tax Reporting Analyst Resume Examples & Samples

  • Research and analyze fundamental IRS regulations to ensure compliance (I.E. B Notices, C Notices, OCSE, policies and procedures, and account certifications). Consult with team members, business partners, GRC leaders, and TA employees regarding any issues or changes. Thoroughly communicate options and optimal resolution in order to remain in compliance with I.R.C.-related rules and regulations. Some or all communications may need to be reviewed by senior team members or GRC leaders
  • Ability to identify and evaluate risk
  • Sees opportunities for continuous improvement
16

Real Estate Tax & Reporting Analyst Resume Examples & Samples

  • 3+ years of Public Accounting / Tax experience
  • Experience with Partnership and/or Real Estate Tax Compliance
  • Great interpersonal skills
  • US GAAP Financial Reporting / Audit experience
  • Knowledge of State & Local Taxation
17

Junior Tax Reporting Analyst Resume Examples & Samples

  • Business system analyst for the tax reporting system, documenting business requirements and conducting user acceptance testing of system enhancements
  • Subject matter expert working with Corporate Law, Compliance management, and LID business areas to keep abreast of pertinent tax rule changes and handle complex scenarios
  • LID’s primary business resource to coordinate with Corporate Tax on yearly tax reporting, quarterly state reporting, and various other tax reporting and withholding activities as it relates to distributions to our policy holders
  • Develop and maintain a detailed understanding of our products and policy administrative systems, specifically as it relates to the tax reporting and withholding of policy distributions
  • Address tax reporting and withholding questions and the associated training needs within LID
18

Tax Reporting Analyst Resume Examples & Samples

  • Preparation and analysis of quarterly and year-end income tax provision calculations
  • Assist in accounting for uncertain tax positions in accordance with ASC 740, Accounting for Income Taxes, including related interest calculations and audit settlements
  • Assist in the accounting related to non-routine transactions (held-for-sale, discontinued operations, carve-out financial statements, restructurings, impairments, acquisitions)
  • Assist in ensuring quarterly and annual procedures are in compliance with department’s SOX control objectives and company policies
  • Assist in the preparation of supporting work papers and the preparation of the Federal and State income tax returns for all domestic entities
  • Preparation of quarterly estimated payments and extensions
  • Assist in preparation of US information returns for Non-US Corporations
  • Assist in the analysis and input of tax information into various tax compliance and tax accounting systems used within TE
  • Provide support for other tax groups, including tax planning and transfer pricing teams, as needed
  • Degree in Accounting or Finance required; CPA or MST a plus, not required
  • Public Accounting and/or corporate tax experience with corporate income tax accounting/compliance is preferred but not required
  • Solid written and oral communication skills
  • Willingness to submit to a drug screen and successfully pass
  • Willingness to submit to a background check
  • Proper documentation to show eligibility to work in the US
  • Creativity
  • Integrity and Trust
19

Senior Tax Reporting Analyst Resume Examples & Samples

  • Preparation of the consolidated federal quarterly income tax provision for approximately 20 entities
  • Preparation of the year to date actual monthly provision
  • Preparation of the return to provision calculation
  • Management of the FIN 48 reserves
  • Interface with external auditors to support the provision
  • Creation and maintenance of workpaper binder
  • Execution of SOX controls
  • Bachelor's degree in Accounting
  • 4 years of tax experience which should include public accounting firm experience and/or corporate tax department experience in the financial services industry
  • Passed the CPA exam with 2+ year’s public accounting experience in the tax department
  • Experience in working large volumes of data with strong Excel and other database skills
  • Desire to learn and grow
  • Experienced with Microsoft Office Products
20

Indirect Tax Reporting Analyst Resume Examples & Samples

  • Provide guidance based on research of transaction tax laws and regulations using RIA, CCH and other resources
  • Assist with the reconciliation of transaction tax general ledger accounts
  • Accounting experience in Oracle or other financial accounting systems
  • Able to clearly and concisely interface with all levels of management
  • CPA or similar designation
21

Tax Reporting Analyst Resume Examples & Samples

  • Import a large volume of tax files into compliance software annually – various 1099 forms, 5498, W2G, 1042-S and PR
  • E-File to the IRS and States 50+ original and corrected files annually
  • Support 800 Convey software users throughout the year at 10 different AIG locations – include giving access, password resets, training, and troubleshoot software problems
  • Work with vendor to troubleshoot software issues, and act as liaison between vendor and internal users to communicate any software changes during the year
  • Work with programmers and internal users throughout the year doing file testing, new program changes, new implementations, or updates to existing tax files. Interact frequently with business areas for review and sign-off
  • Provide year end withholding report summaries to other tax department employees for preparation of their periodic reconciliations on a state and federal basis
  • Communicate to internal users of any legal and compliance changes that may affect the current reporting process, including changes to federal and state withholding rates
  • Coordinate distribution of IRS 1099 backup withholding notices among affected business units
  • Prepare periodic state withholding deposits and file periodic withholding returns and annual reconciliations as needed
  • Prepare federal withholding deposits and federal forms as needed
22

Tax Reporting Analyst Resume Examples & Samples

  • Ensures that data is provided to recipients and regulatory agencies in compliance with IRS and state specifications and information reporting regulations
  • Performs the daily balancing of income payment reports and update to the financial activity screens to ensure accurate tax reporting at year end
  • Reconciles annual tax reporting reports to financial YTD activity screens to ensure that all reportable tax information has been captured and will be reported to shareholders and regulatory agencies appropriately
  • Interacts with various operations and support groups, and print vendors to coordinate and track the generation of tax forms mailings
  • Reviews and maintains an understanding of the Internal Revenue Service specifications