Tax Services Resume Samples

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K Blanda
Kassandra
Blanda
884 Gwendolyn Heights
Boston
MA
+1 (555) 194 7219
884 Gwendolyn Heights
Boston
MA
Phone
p +1 (555) 194 7219
Experience Experience
Philadelphia, PA
Tax Services
Philadelphia, PA
Kuhic Inc
Philadelphia, PA
Tax Services
  • Assist Manager;Senior Manager and Partner to manage and coordinate transfer pricing engagements
  • Assist Manager; Senior Manager and Partner to manage and coordinate transfer pricing engagements
  • Participate in managing a compliance group by assisting with forecasting future compliance work, delegating work effectively, and resolving staffing issues
  • Assist partners with generating new business opportunities and develop client networks and relationships
  • Developing client relationships and a strong internal network across all service lines
  • Build and maintain good working relationships with clients and provide high levels client services
  • Risk Management: Assess and prioritize tax risks to establish a proper control environment that takes into account the various regulatory regimes
San Francisco, CA
International Tax Services
San Francisco, CA
Oberbrunner Inc
San Francisco, CA
International Tax Services
  • Responding to all data provision requests relating to the network
  • Coordinating EMEIA ITS with Global strategic initiatives e.g. digital transformation
  • Flexible working is supported
  • You’ll develop and deliver innovative tax planning ideas and work products that meet/and or exceed client expectations in a timely and responsive manner
  • Working with GTH and the finance team to develop and compile relevant financial and other information
  • Supporting design and execution of annual client conference, as well as senior ITS executive conference
  • Confidence to work independently, with limited supervision
present
Philadelphia, PA
Tax-international Tax Services
Philadelphia, PA
Wisoky and Sons
present
Philadelphia, PA
Tax-international Tax Services
present
  • Develop and maintain productive working relationships with client personnel
  • Conduct performance reviews and contribute to performance feedback for staff
  • Work effectively as a team member, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
  • Participate and assist in preparing for meetings with target management teams
  • Assist in managing engagement economics by organising staffing, tracking fees and communicating issues to project leaders
  • Understand and follow workplace policies and procedures
  • Assist in preparing reports and schedules that will be delivered to clients and other parties
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Memphis
Bachelor’s Degree in Accounting
Skills Skills
  • The ability to thrive in a fast-paced, professional services environment
  • Strong organizational, multi-tasking, time-management skills and with strong sense of responsibilities; and
  • Excellent commitment to job, positive initiative, a good team player and with right attitude to work
  • Good command of both English and Chinese
  • Highly-developed project management skills
  • Excellent managerial, organizational, project management, analytical, and verbal / written communication skills
  • An ability to draw conclusions and to make recommendations based on often equivocal or conflicting data
  • Excellent command of spoken and written English and Mandarin
  • Proficiency in MS office
  • Tax Function Evaluation and Optimization: Evaluate or optimize tax operation structure by assessing current state, benchmarking with leading practice, providing optimization solution options, etc
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13 Tax Services resume templates

1

Head of Tax Services Resume Examples & Samples

  • Twelve (12) plus years of tax experience in either public accounting or at a financial institution
  • Bachelor's degree in accounting or other related program
  • Advanced degree (law or master’s in taxation) or enrollment in an advanced degree program
  • Prior experience in public accounting and tax
  • Prior experience with partnership tax accounting and private equity a plus
  • Prior experience with international / UK tax filings a plus
  • Tax audit experience
  • Research proficiency
  • Detail-oriented with ability to multi-task
2

International Tax Services Opportunities Resume Examples & Samples

  • The ability to contribute to the efficient and successful delivery of international tax services to the client
  • Manage the successful delivery of international tax projects, ensuring technical excellence and practical/business driven approach taken
  • Being an experienced corporate tax practitioner
  • Practical work experience within the UK tax jurisdiction
3

Cib-operations Tax Services Resume Examples & Samples

  • Basic Overview of the tax service and requirements for our German clients
  • Assist in client service activities
  • Support Tax Service for Direct Investments
  • Assist Inquiries Management & Tax Information distribution to our clients
  • Translation of German Tax related queries into English
4

Global Employment Tax Services Resume Examples & Samples

  • An undergraduate degree in a related field - a minimum of 5 years of expatriate tax & payroll compliance and advisory experience
  • An accounting, legal or payroll background or other relevant experience or certification relevant to an area of specialization
  • 2 to 3 years of expatriate tax or payroll experience and knowledge of Canadian payroll issues including CPP, EI, taxable benefits, provincial health care, WCB, etc
  • Working knowledge of industry standard payroll software would be an asset
  • Knowledge of Canadian tax and payroll laws for inbound and outbound expats
  • Excellent supervisory, analytical, and leadership ability
  • A commitment to learning in a tax compliance and advisory environment
  • A Payroll designation would be an asset
5

Join EY TAX Services Submit Your CV Resume Examples & Samples

  • Ensure that client requests are communicated to the senior-in-charge and addressed on a timely basis
  • Secure and enhance client relationships at the appropriate level and present a positive impression of the firm
  • Use electronic working papers efficiently, including various software applications and sources of knowledge in an appropriate manner
  • Assist in preparing reports that will be delivered to clients and other parties
  • Build strong internal relationships with members of the TAX team and other EY services
  • University Degree in Business Administration, Banking & Finance, Accounting or Law
  • Postgraduate studies in a related field
  • Advanced business writing and verbal communication skills both in Greek and English
  • Proficient skills in Microsoft Office
  • Excellent analytical and interpersonal abilities
  • Strong analytical, problem solving and critical thinking skills
  • Completed military obligations (where applicable)
6

Tax Services Resume Examples & Samples

  • Develop budgets, determine resource requirements, and direct / monitor engagements
  • Lead and team with talented and innovative professionals dedicated to client service
  • Share knowledge to develop professionally and enhance service delivery. Facilitate open communication and supervise staff and peers
7

Tax-international Tax Services Resume Examples & Samples

  • University graduates from business major with at least 2 years of relevant work experience in corporate tax or related accounting fields
  • General knowledge of tax laws with specialized knowledge in one or more technical areas
  • A commitment to learning in a tax technology environment
8

Tax Services Resume Examples & Samples

  • Intercompany billings in accordance with service agreements
  • Supplementary filings (government, central bank, etc.)
  • Analysis of results
  • Banking & treasury
9

International Tax Services Consultant Resume Examples & Samples

  • Coordinate cross-border tax advisory projects, including restructuring and holding company review projects with a global focus (inbound into Asia as well as outbound from Singapore)
  • Assist with complex cross-border structuring projects for global MNCs and Singapore corporates
  • Review and identify tax issues such as the taxation of foreign income, tax treaty interpretations, permanent establishment and withholding tax implications
  • Assist managers on project development, client pursuit initiatives and the management of priority accounts
  • Research on Asia tax news, avoidance of double taxation agreements, tax circulars and tax incentives
  • Expose to the tax regimes of Asia Pacific countries, the US and holding company jurisdictions in Europe
  • A degree, preferably in accounting, finance or international tax law; a Chartered Accountant or similar certification
  • At least 2 to 3 years of relevant experience, with exposure to international taxation
  • Strong managerial, organizational, project management and analytical skills
10

National Tax Senior Fiduciary Trust Tax Services Resume Examples & Samples

  • Reviewing and correcting account and transaction data bridged from client accounting systems to company systems
  • Initiation and review of data scans and hard copies of accounts and transaction data
  • ONESOURCE Trust Tax, GoSystem, Wall Street Concepts, or other comparable tax preparation software
  • Excel software applications to correct data in various ways, including modifying tax coding and insertion of missing or corrected data
  • Preparing individual income tax returns using data provided by individual clients which includes reviewing source data, making decisions with regard to income and deductions, and keying data to tax software
  • Preparing Forms 1099
  • U.S. income tax returns, including knowledge of fiduciary and individual income tax laws; and,
  • Liaising with clients with respect to U.S. taxation
11

Tax Services Client Serving Associate Resume Examples & Samples

  • Review information from various bank records
  • Input information into fiduciary accounting software following detailed instructions provided by the accountants
  • Reconcile securities and cash balance positions from bank statements
  • Decisions made by this position on a regular basis include reviewing transactions and applying accounting concepts to assigned accounts using accounting software
  • Communicate with fiduciary accountant regarding the preparation and completion of fiduciary accountings
  • General assistance with administrative functions, including billing, copy and assembly of accountings, account record-keeping and other miscellaneous responsibilities
  • Participate in internal and external training in order to enhance knowledge of fiduciary tax law and software applications
  • Accounting will be reviewed by fiduciary accountant prior to finalization to client
  • College degree or equivalent work experience in brokerage, banking and/or accounting
  • Financial background with knowledge of bank and brokerage statements preferred
  • Experience using FAS software a plus, but will train
  • Basic understanding of accounting concepts and securities
  • Able to work both independently and as part of a team
  • Be detailed and task oriented
  • Good verbal and written communications
  • Proficient in basic computer software applications, including Microsoft Word, Excel
  • Ability to learn company specific systems and tax software applications
  • Regular interaction and communication with immediate supervisor, and all department/company coworkers
  • Accurate and fast data entry skills
12

Team Leader, Cost & Tax Services Resume Examples & Samples

  • Responsible for the performance of a team of 8-12 associates. This includes the planning and organization of associate resources and the setting and maintenance of key performance measures
  • Hiring, onboarding, training and setting expectations for associates. This includes delivering coaching and feedback, supporting professional development and leading the team through change
  • Develop and manage strong relationships with internal and external stakeholders and vendors
  • Investigates issues and implements solutions to resolve team problems regarding processes, systems, regulation, data quality and resource allocation
  • Deliver functional results through the systematic design of processes
  • Participate and/or lead department and division initiatives and committees
  • Tax season hiring, training, staffing and performance of 35+ contingent associates
13

Tax Services Resume Examples & Samples

  • Handle client’s AP and T&E process
  • Prepare clients’ monthly journals, PRC statutory financial reporting and group reporting
  • Ensure the accuracy and timeliness of monthly closing
  • Assist clients’ in accounting system initial setup
  • Communication with client on daily basis to collect accounting information and understand clients’ business
  • To assist the executive to handle company secretarial matters for the client, including
  • Company incorporation and de-registration
  • Company’s registration renewal and annual examination
  • Company’s registration change application
  • Ensure compliance with statutory/regulatory requirements and the submission of all requisite forms, returns and documents
  • Correspond with authorities and client in connection with legal administrative and company secretarial matters/enquiries; and
  • Perform other ad-hoc tasks as assigned by the executive
  • Excellent knowledge of computer skill including MS Office, UFIDA / Kindee or other integrated ERP System (SAP, JDE, Dynamics , Oracle or similar),etc
  • Good command of both English and Chinese
14

Tax Senior National Tax International Tax Services Resume Examples & Samples

  • International tax planning and structuring
  • Transaction Tax - consulting on cross-border transactions
  • Transfer pricing and Supply Chain Planning
  • Human Capital- Employees on foreign assignment
  • Advise clients on complex U.S. international tax issues including managing global business changes and transactions
  • Supervise multiple international tax engagements and contribute to the delivery of quality tax planning and consulting projects for our diverse clients
  • Provide technical guidance to tax professionals firm wide
  • Proactively build relationships with the client personnel projects; communicate effectively with the tax team to provide superior client service
  • Bachelor's Degree in Accounting or equivalent, 150 credits to sit for the CPA exam required. JD, MST, JD or other applicable advanced degree preferred
  • CPA (or substantial progress toward the license) preferred
  • Familiarity, or some degree of exposure, to international tax provisions; cross-border issues; and US compliance for international taxpayers such as foreign tax credits, controlled foreign corporations, withholding regimes, tax treaties, etc
15

Core Tax Services, ASC Senior Manager Resume Examples & Samples

  • Eight (8) or more years of prior experience required
  • Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publically traded clients required
  • Multinational client experience preferred
  • Capable of effectively developing and maintaining client relationships
16

Tax Services Resume Examples & Samples

  • Providing international assignment consulting and compliance services across a range of clients and matters relating to expatriate tax consulting with clients ensuring they are in compliance with complying home country tax obligations, including reviewing individual income tax returns
  • Maintain quality control on assignments and projects
  • Strong interpersonal skills required to team effectively with our clients and their employees
  • Strong commitment to client centric service
  • Solid work ethic
  • Good personal organizational skills
  • Desire for self-development
17

Senior, International Tax Services Resume Examples & Samples

  • Preparing information and document requests
  • Preparing for functional analysis interviews by learning about the clients business, industry and recent news
  • Overseeing TP juniors in functional analysis interviews ensuring accurate note taking and organization of information
  • Selection and application of TP methods and PLIs to specific transactions under guidance of TP manager
  • Drafting functional and economic analysis segments of the report
  • Overseeing TP juniors in drafting company profiles and industry analyses sections of a report
  • Reviewing and taking responsibility for the work of TP juniors on segments of documents/memos
  • Actively participating in training TP Juniors
  • Preparing meeting agendas and discussion outlines
  • Ensuring all required administrative documentation is completed and filed in the work papers
  • Bachelor’s Degree in Economics / (Minor: Statistics, International Business or Accounting)
  • High proficiency level of the English Language
  • Very good analytical, problem solving skills
  • Report Writing Skills
  • Business Research Skills
18

Commercial Tax Services Specialist Resume Examples & Samples

  • One to two years of experience
  • Understanding of company and customer compliance requirements Demonstrated ability to consistently produce accurate reports/ documents/relevant products
  • Proficient in MS Word and Excel
  • MS Access experience is a plus
19

Head of Tax Services Resume Examples & Samples

  • Business Analysis
  • Finance knowledges (focus on Private Bank)
  • Good understanding of investment products, in particular options, accu/decu, bonds
  • Good understanding of client risk profiling
  • Experience on Investment Suitability, Mifid/Mifid2, risk management
  • Experience on Investment Suitability in Hong Kong is an asset
  • Experience as business analyst, ie interaction with business, writing specs, writing test cases, interacting with developers
  • Experience with core banking systems change projects
20

Tax Services Client Serving Associate Resume Examples & Samples

  • Data entry and review of bridged data in ONESOURCE Trust Tax Software for the purpose of
  • College degree or equivalent work experience with classes or experience in tax or accounting
  • Proficient in basic computer software applications, including Microsoft Word and Excel
  • Ability to learn company-specific systems and tax software applications
  • Good client interaction skills
21

Senior Associate, Tax Services Resume Examples & Samples

  • Apply strong technical tax accounting knowledge of partnerships, corporations, s-corporations on consulting and compliance engagements
  • Prepare and review of tax returns
  • Participate in the tax planning and consultation process for clients
  • Assist Managers in identifying and researching various client issues, and communicate regularly with clients and upper firm management
  • Mentor Staff Accountants and interns
  • Participate in professional development activities, including training sessions and networking events
  • Assist the recruiting team on an as needed basis with campus visits and in-office interviews
22

Tax Services Resume Examples & Samples

  • Build and maintain good working relationships with clients and provide high levels client services
  • Manage the successful delivery of indirect tax projects, ensuring technical excellence and practical/business driven approach taken
  • Relevant/appropriate indirect tax experience, either within a firm or in-house environment
  • Contribute to the efficient and successful delivery of indirect tax services to our clients
  • 5-7 years for Manager level;1 year for Staff level; 2 years for senior level
23

Individual Swiss Tax Services Resume Examples & Samples

  • You will work in the tax compliance areas for individuals and international clients
  • You are responsible for providing tax technical advice and recommendation on implementations to international clients in complex areas
  • We offer you existing career opportunities as well as a broad internal management training programme
  • Very competitive remuneration
  • Our projects often have a strong international flavour and offer you the chance to manage the work of client service team members, play an active role in contributing in attaining team goals, ensuring your team is managed and developed effectively
  • You will join our motivated, multicultural team at our office in Basel or Zurich
  • You have commercial apprenticeship degree, an academic qualification in law or economics, a certified fiduciary diploma (Treuhänder) or a Swiss tax expert diploma (Steuerexperte)
  • Minimum 6 years of professional experience in providing compliance and tax consulting services to international clients and/or expatriates
  • You are a reliable team player and have experience managing staff
  • You have a good network in the Swiss market and are able to build customer relationships
  • You communicate confidently in German and English. Any further languages would be an advantage
24

National Tax Services M&A Tax Senior Resume Examples & Samples

  • Corporate M&A, private equity, post deal integration, bankruptcy and corporate insolvency; and,
  • Tax consulting services, transaction structuring for tax issues, restructuring, due diligence, strategy formulation, financial modeling and tax planning
  • Applying and interpreting U.S. federal income tax law as it relates to Sub-Chapter C corporations, Sub-Chapter S corporations, partnerships, consolidated groups, corporate bankruptcies and insolvencies, tax efficient structuring and use of debt, the reorganization provisions of the Internal Revenue Code, technical writing and reviewing of opinion letters and memoranda and tax due diligence exercises
  • Identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues
  • Leading teams through creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues
25

National Tax Services ITS Senior Associate Resume Examples & Samples

  • Advising U.S. and foreign multinational companies on the tax implications of their international operations
  • Coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy; and,
  • Understanding and leveraging government practices and procedures
26

Tax Services Clerk Resume Examples & Samples

  • Provide administrative support to Manager, Tax Administration and Assistant Manager, Tax Administration to ensure accurate processing of tax return and statement/cost basis analysis orders
  • Accurate filing skills required
  • Accurate typing skills required
  • Good organizational skills required
  • Ability to communicate effectively verbally and in writing. Position will have extensive dealings with clients and advisors. Good telephone protocol required
  • Ability to operate a personal computer, copy machine; fax machine; typewriter; and calculator preferred
27

Tax Services Seasonal Professional Resume Examples & Samples

  • Input heavy data for automotive clients; including keying vehicles’ schedules, invoices and data sheets
  • Manipulate excel spreadsheets at a basic level
  • Maintain a high degree of accuracy when entering data
  • Reconcile reports
  • Learn computer software and calculation applications (e.g. CCH Engagement, GoFileRoom, LBMC Vehicle software, Tax Software etc.) quickly via on-the-job training
  • Handle sensitive and confidential business matters
  • Maintain a professional appearance and demeanor (reflective of the company) at all times
  • Establish and maintain positive working relationships
  • Perform or assist with other services and projects as needed
  • Strong communication and follow-up skills required; strong attention to detail and accuracy necessary
  • Must be flexible – maintain effectiveness in a fast moving and/or changing environment with varying tasks, responsibilities, and people
  • Must be self-motivated, reliable, and able to meet deadlines
  • Individuals are required to work Monday-Friday (8:00 a.m. - 5:00 p.m.) and possibly some Saturdays
  • Organize individual tax return documents
  • Prepare work papers
  • Effective organization and time management skills needed Able to manage multiple tasks
28

Individual Swiss Tax Services Resume Examples & Samples

  • Deloitte offers exciting career opportunities as well as a broad internal and external training programme
  • Diversified client portfolio in an international environment
  • We offer you a varied and challenging role in a fast growing company
  • Given our customer base, our projects have a strong international flavour and offer you the chance to be self-motivated and creative
  • You have a commercial apprenticeship degree, an academic qualification in law or economics or a certified fiduciary diploma (Treuhänder)
  • 2 years' professional experience in providing Swiss tax compliance and consulting services to individual clients and/or expatriates for Senior Consultant level. More years experience for Assistant Manager level
  • Ability to provide a high quality of services for our individuals and international clients in compliance and tax consulting
  • You work independently, efficiently and are solution-oriented
  • You understand to delegate work to other team members and already have experience with being responsible for a small team (1 to 3 individuals)
29

Tax Services Client Serving Contractor Resume Examples & Samples

  • Provide financial counseling on a number of topics including retirement planning, education funding, benefit plans, and tax planning
  • Build relationships with clients without selling products in a call center environment
  • Bachelor's degree (concentration in accounting, finance, economics or a related field preferred)
  • Commitment to learning in a tax and financial planning technology environment
30

Tax Services Resume Examples & Samples

  • Support US international tax advice projects for host country clients or host country subsidiaries of home country clients. Demonstrate knowledge of the client's business
  • Type of work may include a combination of the following: (1) US International Tax Services (ITS) work; (2) Tax Accounting Risk Advisory Services (TARAS) work for US and regional multi-national corporations; (3) regional tax advisory and coordinating regional Office of the Chairman/Tax Priority Account teams; (4) working on other referral opportunities from other regions; and (5) US tax technical support for EY host country go-to-market initiatives (client seminars, client meetings, internal presentations, etc.)
  • Support quality international tax ideas with timely and responsive services and work products that exceed client expectations
  • Support recommendations and implementation plans for clients
  • Minimum of 2 years of work experience in professional services or professional tax organization
31

Tax Services Resume Examples & Samples

  • Develop technical competence
  • Take responsibility for high quality execution of specific elements of a tax engagement
  • Engage actively with team members
  • Develop an understanding of EY service offerings, geographical markets and sectors
  • Actively solicit feedback
  • Maintain strong client focus, be responsive to client requests and develop/maintain productive working relationships with client personnel
  • Research tax theory and positions, and apply them to specific client needs
  • Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients
  • Develop and deliver timely and high-quality services and work products
  • Share knowledge with team members to develop professionally and enhance service delivery
  • Become familiar with tax practice services, processes, roles and go-to-market strategies
  • A bachelor's degree in accounting, finance, economics or related field or a graduate degree in tax or law and at least one year of tax related or other relevant experience
  • Knowledge of tax laws preferred
  • Active progress towards the US CPA Certification, membership in the Bar, or Enrolled Agent status
32

Tax Services International Director Resume Examples & Samples

  • Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas
  • Deliver international tax services that exceed client expectations
  • Minimum of 1 year of work experience in professional services or professional tax organization
33

Tax Services Accountant Resume Examples & Samples

  • Bachelor’s degree and no prior experience required in the Accounting or Finance area OR High School Diploma or Equivalent and 2 or more years of experience in the Accounting or Finance area
  • Basic general ledger transactional experience
  • Issuance of 1099, W-2,and other related tax documentation
  • Knowledge of tax remittance
  • Maintain large databases along with data correction
  • Preparation of Federal & State 941 and 945
  • Working with B- Notices
34

Tax Services Intern Resume Examples & Samples

  • Building client relationships and demonstrating knowledge of client business
  • Pursuing a bachelor's or master’s degree in Accounting and/or an advanced degree in Tax or Law with plans to pursue either a JD or CPA license
  • Demonstrated analytical and problem-solving skills
35

Global Tax Services Director Resume Examples & Samples

  • Assist with the delivery of a full range of global tax services including: foreign tax credit planning, mergers and acquisitions, repatriation of earnings, implementation of holding company structures, treaty analysis, and export sales incentives
  • Review the international component of complex individual and corporate tax returns
  • Manage and schedule multiple engagements
  • Develop an understanding of client’s needs to identify international tax planning opportunities
  • Become a subject matter expert for the team engagement team Maintain technical expertise by being current with changes in industry and legislation
  • Participate in local office and firm wide business development opportunities
36

Tax Services Manger Resume Examples & Samples

  • Work closely with the Executive Director, Tax Continuous Improvement and the Master Black Belt team in the training and project management office
  • Accountable for the Continuous Improvement program in specific subservice lines or practice areas
  • Provide technical and process support to internal EY teams and client-facing professionals
  • Manage stakeholder relationships within subservice line and regions
  • Mentor Green Belts in the use of project management and Continuous Improvement program methodologies
  • Develop and conduct training and other activities (Green Belt, Yellow Belt, White Belt levels of the organization)
  • Experience managing a Lean Six Sigma and/or consulting team and experience in functional area (Operations, Financial and Commercial)
  • Training in continuous/process improvement methodologies, such as DMAIC, Lean, DFSS/process design, process management, project management and change management
  • Demonstrated success delivering complex projects
  • Excellent interpersonal skills and ability to work with all levels of an organization
  • Proficient with Visio and flowcharting/process mapping software
  • Demonstrated ability to effectively coach process owners, stakeholders, Green Belts; excellent facilitation skills
  • 4-year technical degree (Engineering, Math or Finance); MBA preferred
  • A minimum of 5 years experience
  • Black Belt or Green Belt training a plus
37

National Tax-indirect Tax Services Resume Examples & Samples

  • Demonstrate an understanding of complex tax concepts and effectively apply tax knowledge and the use of technology to client situations
  • Identify market events such as new client needs and competitor activity
  • Thoroughly and accurately analyze information - Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions
  • A bachelor's degree in accounting, finance, and/or technology; an advanced degree in tax and/or technology is highly desirable and a minimum of 8 years of related work experience
  • A minimum of 3+ years of technology experience working with Excel, Access, and Visual Basic programming; Experience with other technologies a plus (e.g., SQL, VB.net)
  • CPA certification or JD or willingness and qualifications to sit for exams
  • Excellent understanding of various technology tools
  • Excellent managerial, project management, organization and verbal/written communication skills
  • Willingness to travel 50%
38

Tax-international Tax Services Resume Examples & Samples

  • Assist in managing engagement economics by organising staffing, tracking fees and communicating issues to project leaders
  • Participate in business development initiatives. Build strong internal relationships within the transfer pricing team and across other services
  • Bachelor's Degree, preferably with an advanced degree in economics, finance, law, tax, accounting or MBA
  • A minimum of 2 years of transfer pricing experience
  • Excellent command of spoken and written English and Mandarin
39

Tax Services Resume Examples & Samples

  • Join the largest industry group in Deloitte
  • Move into a role where you will spend a large % of your time on advisory projects
  • Gain access to the global FSI curriculum & build your industry knowledge/internal network
40

Tax Services Resume Examples & Samples

  • You have researched the Business Unit/Operating Unit you are applying for (YourFuture.Deloitte.com.au)
  • Be aware of your eligibility for the specific Program you are applying for (You can find this on Your Future)
  • You have updated your resume so that it showcases your experience and skills as it relates to the Business Unit/Operating Unit that you wish to apply for
  • You have your academic transcripts ready to upload
  • You have your proof of right to work in Australia (passport or Citizenship Certificate) ready to be uploaded
  • International students – please have your relevant visa label and evidence of English language proficiency results ready to upload
  • Select the relevant Program (Vacationer or Graduate) for the relevant Business Unit/Operating Unit in the city you wish to be based
  • Next you will be asked to register a username and password (if you haven’t previously registered)
  • Complete the online application form
  • Attach your resume, academic transcript, copy of work rights and evidence of English language proficiency results (if you are an international student)
  • Finally, answer all the application questions so we can determine your eligibility and suitability for the role
41

Senior, Tax Services Resume Examples & Samples

  • Bachelor’s Degree in Finance, Accounting, Economics or Business Administration
  • Minimum three years of general tax experience, preferably experience with a Big 4 Accounting & Auditing firm
  • Have an outstanding experience in a wide range of industries
  • Excellent research skills and strong communication skills
  • Good knowledge of tax and business laws and regulations
  • Professional qualification in progress (CPA, ACCA, ESAA)
  • Fluent in both Arabic and English (reading, speaking, and writing)
42

Senior, Tax Services Resume Examples & Samples

  • Bachelor’s degree in Finance or Accounting or other business related field with strong academic credentials
  • Minimum three years of general tax experience, preferably experience with a Big 4 firm
  • Good Knowledge of tax, accounting and business laws and regulations
  • Fluent in English (reading, speaking, and writing)
  • Proficiency in both Arabic and English
43

Senior Consultant Multistate Tax Services Indirect Tax Resume Examples & Samples

  • Assisting with various state and local indirect tax consulting projects including sales & use and excise tax overpayment reviews, tax implications of sales and purchase transactions, audit defense services, nexus planning, and voluntary disclosures
  • Performing a detailed technical review of state and local indirect tax returns on select engagements
  • Preparation and review experience of state and local indirect tax returns
44

Tax Services Personal Assistant Resume Examples & Samples

  • Travel and diary coordination for Partners
  • Coordinating team events and meetings
  • Assistance with weekly and monthly reporting
  • Billing & Expenses
  • Providing general administrative support including: workflow coordination, faxes, couriers, timesheets and expense claims for wider team
45

DVP Tax Services Resume Examples & Samples

  • 2 years implementation experience using Actimize
  • Hands-on experience working on integrations using web services/REST/Messaging
  • Critically evaluate information and decompose into detailed description of issue
  • Excellent written and verbal communication skills -- comfortable proactively communicating with others both within and outside of the immediate team to resolve issues and get questions answered
  • High attention to detail with excellent analytical and troubleshooting skills
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Tax-national Tax Services Resume Examples & Samples

  • A degree in Interaction Design, HCI, Behavioral Science, or equivalent experience
  • 5+ years of professional digital design experience
  • Strong knowledge of end-to-end design principles and methodology
  • A portfolio that demonstrates your ability to develop tangible and powerful user experiences grounded in user, business, and technical insights
  • Proficiency with design and prototyping tools such as AdobeCC, Axure, Sketch, and InVision, as well as HTML and CSS
  • Excellent written, verbal, and visual communication and presentation skills
  • Willingness to experiment and obsess about iterating until you arrive at the “right answer”
  • Experience in synthesizing input from multiple sources and prioritize accordingly
  • Creativity in your approach to deliver on objectives while working around any roadblocks
  • Success with managing and prioritizing responsibilities across projects with competing deadlines
  • Ability to collaborate with a wide variety of people across numerous functional areas
  • Self-motivated and able to execute independently with input and guidance along the way
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Tax Services Product Manager National Tax Services Resume Examples & Samples

  • Undergraduate degree in a relevant discipline
  • 3+ years of solid product management experience
  • Experience working in Agile and on mobile product development
  • Experience working on digital financial products (preferred)
  • Some technical knowledge from formal education or practical experience
  • Proven track record of success launching and iterating consumer products
  • Excellent oral, written, and visual communication and presentation skills
  • Knowledge of SQL and experience retrieving data from online data warehouse environments
  • Passion for creating products and experiences that resonate with users
  • Willingness to experiment and resolve until you arrive at the right answer
  • Quick learner and ability to excute independently with minimal input and guidance
  • Ability to synthesize input from multiple sources and prioritize accordingly
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Tax Services Resume Examples & Samples

  • Track and maintain information from EY's clients and various sources
  • Coordinate the sharing of information with an administrator for data tracking, scheduling, and billing
  • Perform quality control on assembled returns, as required
  • Prepare other forms and communications
  • Effective interpersonal and communication skills and the ability to interface with personnel at all levels, both orally and in writing
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Tax Services Experienced Resume Examples & Samples

  • Be responsible for assisting tax professionals in the administration and coordination of tax engagements
  • Prepare extension information and requests
  • Draft responses to taxing authority notices
  • Assume other administrative duties, as required
  • Ability to successfully support and coordinate simultaneous projects independently, while exercising good judgment
  • Proficiency in the use of standardized software and hardware applications, including MS Word, Excel, and Outlook
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ATM, Tax Services Resume Examples & Samples

  • Expertise on taxes for our firm to protect assets, inform peers and business partners while providing the best tax reporting customer service in the industry
  • Understand the downstream impacts and reliance on various business units creates a requirement for ongoing collaboration and education with our business partners
  • Vast knowledge of tax regulations as well as cross train in other areas of department in order to ensure BCP and succession planning
  • Maintain personal calendar with DILO items which include: huddles, sit-withs, process confirmations, coaching, problem solving, as well as attend Tier II huddles and problem solving meetings
  • Participate in weekly touch point meetings with our Performance Development Group
  • Manager the Tax Services Annual Goals Pillar Committee
  • Assist with complex client requests from Branch Network, Investor Services, Brokerage Operations, Institutional Advisors, in addition to our TD Ameritrade clients
  • Handle escalated phone calls, as well as identify key problems in processes and escalating them to higher levels of management as needed
  • Collaborate with other Assistant Team Managers (ATM’s) within the department via ATM Chat
  • Provide additional training and tools for business partners (ex: ToS, Institutional, Retail) as needed
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Tax Services R&D Senior Manager Resume Examples & Samples

  • Managers have the primary responsibility to ensure that R&D projects are conducted in accordance with firm standards and completed on time with on budget
  • Assist in conducting fieldwork. This may include visiting the client location, touring client facilities, investigating relevant facts, analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings
  • Managers are expected to have a command of federal, some state R&D rules and relevant court cases
  • Managers will be required to "multi-task" and manage various project tasks at once
  • Responsible for the overall project and deliverable
  • Build client relationship by interacting with clients to provide excellent planning, consulting and expertise
  • Master's degree in Accounting or Taxation
  • A minimum of (7) years of experience in Accounting or Tax in public accounting or consulting
  • Intermediate understanding of tax return mechanics
  • Candidate must demonstrate ability to manage time, multi-task, and meet deadlines
  • Verbal and written communication skills with the ability to evaluate and articulate complex information
  • Candidates must demonstrate strong leadership and supervisory skills
  • Prior supervisory experience is required
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International Tax Services Resume Examples & Samples

  • Supporting the EMEIA ITS Leader in implementating the ITS strategy – by providing a link and communication channel between the EMEIA ITS Leader and the Regional ITS Leaders
  • Managing and coordinating monthly EMEIA ITS leadership calls, covering operational performance, strategy, thought leadership and solutions. To include preparing agendas, and following up on actions
  • Participation on monthly ITS ‘cadence calls’ with overall EMEIA Tax management
  • Working with GTH and the finance team to develop and compile relevant financial and other information
  • Responding to all data provision requests relating to the network
  • Supporting design and execution of annual client conference, as well as senior ITS executive conference
  • Coordinating EMEIA ITS with Global strategic initiatives e.g. digital transformation
  • Work closely with EMEIA ITS leader. Regular interaction with a wide range of senior stakeholders
  • Confidence to work independently, with limited supervision
  • Good strategic-thinking skills, proactive with an ability to collaborate with fellow team members on best practices
  • Confident, outgoing self-starter comfortable working with senior stakeholders
  • High quality verbal and written communication skills
  • Good knowledge of software tools (PowerPoint, Word and Excel)
  • Ability to interpret operational data
  • Ability to present complex quantitative information graphically in a visually appealing way
  • Experience of operations management or finance management with the Big 4 useful
  • Experience of tax consulting in the Big 4 useful
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Core Tax Services Tax Senior Resume Examples & Samples

  • Two (2) or more years of relevant experience, required
  • Basic supervisory experience, preferred
  • Experience preparing and reviewing of tax provisions, preferred
  • Ability to follow instructions
  • Ability to prepare simple tax returns
  • Capable of taking appropriate action without being asked
  • Seeks advice of appropriate superiors regarding issues and/or problems related to compliance
  • Ability to effectively delegate, work as needed
  • Capable of training other team members
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Manager of Tax Services Resume Examples & Samples

  • Expert knowledge in the preparation of trust, estate, individual and gift tax returns
  • A minimum of 5 -10 years experience in tax services
  • Ability to make tax analysis decisions based on independent and collaborative judgements, research and efforts
  • Ability to operate multiple tax processing systems and related software, trust accounting systems and computer based research tools
  • Proficient oral and written communication skills to interface with clients, tax authorities, legal and other advisors and peers
  • BS/BA in Accounting, Finance, Business & Economics
  • MBA, CPA, JD, MST or EA designations
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Rep, Inst Tax Services Resume Examples & Samples

  • Subject Matter Expert-Taxes
  • Processing balance inquiry requests (date of death valuations, verifications of deposit, audits, etc.)
  • 4 Year College Degree in Finance or Accounting preferred
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Tax Services Executive Director Resume Examples & Samples

  • Transactional experience and foreign tax currency exposure
  • Building and leading a dedicated client service team, providing performance feedback and guaranteeing your people always have the skills, tools and opportunities they need to grow
  • Constantly developing your own knowledge, maintaining your status as a trusted advisor by monitoring emerging trends, technologies and practices
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Rep, Tax Services Resume Examples & Samples

  • Build and maintain excellent relationships with internal business partners
  • Excellent consultative, listening and communication skills
  • Compose written assessments that clearly convey deficiencies, requirements, solutions and/or alternatives for resolving client issues
  • Prioritize and multi-task under pressure, remaining client focused and demonstrating strong attention to detail
  • Strong mathematical, analytical and problem solving skills
  • Strong computer and typing skills. Representatives typically navigate through 4-5 software systems simultaneously
  • Desire to learn and utilize new concepts related to tax withholding, reporting, regulations, policies/procedures, and available programs/services
  • Subject matter expert related to the regulatory requirements needed for a variety of services for withholding and reporting
  • Effectively process client and advisor inquiries using internal workflow systems, and utilizing departmental standard procedures
  • Adhere to all compliance/risk procedures, following corporate and industry protocols, and acting in a manner that protects the interests of the customer and TD Ameritrade at all times
  • Research and follow-up on applicable transfers, cash movements, security transactions, documents and restrictions on accounts, releasing restrictions when issues are resolved
  • Keep current with industry regulations, company policies, and Institutional products/services to effectively enforce compliance and manage risk
  • Utilize Lean/Better Way methodologies to ensure efficient handling of client requests
  • Participate in projects and initiatives of varying scope and duration as directed by the business
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International Tax Services Resume Examples & Samples

  • You’ll demonstrate an understanding of increasingly complex tax concepts and effectively apply your international tax knowledge to client situations
  • You’ll develop and deliver innovative tax planning ideas and work products that meet/and or exceed client expectations in a timely and responsive manner
  • You’ll coordinate cross-border tax advisory projects for global MNCs and Malaysia corporates
  • You’ll review and identify tax issues such as the taxation of foreign income, tax treaty interpretations, permanent establishment, and withholding tax implications
  • You’ll research on international tax news, avoidance of double taxation agreements, tax circulars and tax incentives
  • Minimum of 5 years of work experience in business tax advisory or a related field
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Tax Services International Intern Resume Examples & Samples

  • Identifying potential opportunities and risks and communicating these to our clients
  • Professional knowledge in a broad range of state and local tax processes, concepts and tools including Income Franchise, Sales and Use and Credits and Incentives
  • Technical writing and research experience in a tax context
  • The ability to prioritize when working on multiple complex projects
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Tax Services Resume Examples & Samples

  • Good object-oriented design and good coding skills in C#, VBA
  • Solid experience in .Net Framework
  • Experience in development of front-end web pages, familiar with html, css, javascript, jquery, and common framework as bootstrap etc
  • Skill in MS SQL Server, familiar with SQL, triggers, functions, stored procedures, the preparation of capacity. Oracle is a plus
  • Good skills in computer science fundamentals
  • Strong software engineering, project management knowledge & experience
  • Experience of C/S and B/S model development experience
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Tax Services Specialist Resume Examples & Samples

  • Collects and processes tax receipts to include tax prepayments, current tax payments, delinquent tax payments, mobile home payments, business personal property payments, and May Tax Sale Collections to ensure timely receipts
  • Prepares cashier daily balance reports, daily bank deposits and cashier over/short logs
  • Prepares cashier void tickets and payment reversal tickets
  • Maintains security of cashier work area and vault by complying with Salt Lake County Management of Public Funds Policy. Assists in daily opening and closing procedures of vault area
  • Implements and balances all types of special certifications. Inputs tax roll corrections and Board Letters in a timely manner
  • Assists the public by taking phone calls, answering questions, and researching problems. Assists tax relief, addressing, and scanning areas as needed
  • Audits, scans, indexes, routes, and maintains documents using an electronic filing system. Creates and updates records in database of transactions
  • Creates delinquent tax screens, researches payments, creates refunds, and balances refunds with necessary payments
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Senior Accountant, Tax Services Resume Examples & Samples

  • Provide tax compliance and advisory services to tax exempt organizations including hospitals and health systems, colleges and universities, retirement communities, private foundations, trade associations and social clubs (40-60% of annual charge hours)
  • Provide tax compliance and advisory services to partnerships, corporations, S-corporations, and individuals for a variety of middle market clients and emerging businesses (40-60% of annual charge hours)
  • Supervise and lead the staff through counsel, guidance and coaching. Evaluate performance on client engagements
  • Experience preparing Forms 990, 990-T, 990-PF and related returns
  • Experience preparing corporate returns, flow through entities, multi-state and individual tax returns
  • Demonstrated analytical, organizational, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
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Tax Services Representative Resume Examples & Samples

  • Ability to identify client concerns or needs, offering service or solutions in a proactive manner
  • A strong sense of urgency and attention to detail, emphasizing on accuracy and timeliness
  • Review documentation to ensure it is compliant with company procedures and the rules and regulations of the securities industry, working closely with clients for inquiry resolution
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Tax Services Resume Examples & Samples

  • Coordinating team events, meetings and social functions
  • Preparing weekly and monthly reporting
  • Billing and expense management
  • Client engagement and file set-up
  • Managing WIP and debtors for team
  • Managing on-boarding for new starters within the group
  • Providing general administrative support
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Tax Services Resume Examples & Samples

  • Extensive travel and diary coordination
  • Coordinating events and meetings
  • Email management and correspondence
  • Liaising with clients on behalf of your leader and being alert and responsive to client enquiries
  • Proactively assisting in the preparation of presentations, proposals and agenda's
  • Provide general administrative support including: workflow coordination, faxes, couriers, timesheets and expense claims