Accountant, Tax Resume Sample

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Foster Torp
779 Lemke Valley,  Chicago, IL
+1 (555) 993 7135

Work Experience


Senior Accountant, Tax
04/2017 - PRESENT
Houston, TX
  • Responsible for the timely filing of all municipal premium tax returns throughout the year and management of the software used to produce the returns
  • Prepare and file premium tax returns and estimated tax payments
  • Make daily and periodic deposits of 1099 federal and state withholding and related reporting
  • Responsible for the accounting processes connected to premium tax compliance which include processing check requests/ electronic payments and posting related journal entries to the general ledger
  • Record and track all payments and filings and resolve any issues with state and local tax authorities
  • Provide support for tax information process which includes user set up in Onesource 1099 software, transmission of tax information forms to the IRS, assisting with compliance activities for IRS Penalty and B-Notice processes, and year end issuance of tax forms
  • Track law changes to state withholding requirements and provide updates
  • Participate in the quarterly premium and other tax accruals, product group allocation entries, and tax account balancing
Accountant, Tax
01/2010 - 01/2017
Phoenix, AZ
  • Ensure compliance with all license and exemption requirements
  • Conduct research and analysis on all indirect tax issues
  • Provide support for all indirect tax audits
  • Assist with preparation of apportionment calculations and responding to property tax assessments
  • Liaise with external advisors and other business functions
  • Identify process improvements and cultivate change
  • Prepare branch and legal entity’s monthly VAT/local surcharge/stamp duty calculation and prepare the online tax filing submission
  • Calculate the withholding tax for the 3rd party overseas vendors’ payment and perform the contract / tax registration process in local tax bureau. Then collect the withholding tax completion after the tax bureau’s review
  • Assist the line manager on other administration issues such as prepare relevant documents for local tax bureau’s ad-hoc requests and coordinate with local tax agent
Junior Accountant, Tax
01/2007 - 11/2009
Phoenix, AZ
  • Gather data for the NAIC Model Act Assessment Base Reconciliation and Adjustments exhibits and other surveys filed for the insurance companies
  • Handle guaranty assessment payments and other state assessments and record and balance related PeopleSoft accounts
  • Backup/Cross-trained as needed for various tax functions in Cincinnati
  • Lead or participate in special projects for Tax unit as assigned
  • Prepare monthly and quarterly tax returns for sales and use, fuel, excise and other airline-specific taxes and required supporting documentation
  • Reconcile indirect tax liability accounts against amounts filed and remitted on returns to tax jurisdictions
  • Calculate and prepare month end accruals for all indirect tax types

Education


Doane University - Crete Campus
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills


  • Strong research skills including the use of online tools (BNA, RIA, etc.)
  • Strong cross-functional collaboration skills and ability to influence others
  • Excellent written and communication skills at the business and technical level
  • Excellent computer/technology skills - Excel & Word are critical, PowerPoint, etc
  • Good communication (speaking, writing and listening), analytical, and organizational skills
  • Demonstrated ability to work effectively under the pressure of a high volume operations
  • Persuasive written and oral presentation skills

How to write Accountant, Tax Resume

Accountant, Tax role is responsible for research, excel, software, accounting, tax, technical, reporting, finance, training, integration.
To write great resume for accountant, tax job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Accountant, Tax Resume

The section contact information is important in your accountant, tax resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Accountant, Tax Resume

The section work experience is an essential part of your accountant, tax resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous accountant, tax responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular accountant, tax position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Accountant, Tax resume experience can include:

  • Work closely with accounting and other groups to obtain and validate information for income tax preparation
  • Hands on experience in the calculation of quarterly and annual corporate tax provisions with a working knowledge of foreign provisions
  • Recent tax experience required
  • Prioritize and manage multiple time sensitive projects under pressure
  • Ensuring compliance with laws, regulations, and tax statutes to reduce tax liability
  • Willing to learn, detail-oriented, and ability to work independently and in team environment

Education on an Accountant, Tax Resume

Make sure to make education a priority on your accountant, tax resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your accountant, tax experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Accountant, Tax Resume

When listing skills on your accountant, tax resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical accountant, tax skills:

  • Work effectively in a team environment required
  • Recent or current CPA firm or Family Office experience doing Accounting and Tax Compliance
  • Previous experience with Corporate Accounting, Financial Statement Preparation, GAAP, GAAS, General Ledger, and Month-end Close
  • Experience in corporate and/or public tax accounting
  • At least three years of experience in a professional services firm providing tax compliance services
  • 1 – 3 years of corporate and/or public accounting tax experience with Big 4 or regional CPA firm

List of Typical Experience For an Accountant, Tax Resume

1

Experience For Senior Accountant, Tax Resume

  • 1 – 3 years of tax experience, preferably in corporate income tax compliance
  • Working with customers and business units to clear sales tax discrepancies on sale / payable invoices
  • Creating summary reports and prepare/review returns
  • Preparation of federal, international, and state and local tax filings including extensions, estimates, returns and work papers
  • Support HR and payroll functions re: federal, state and local aspects
  • Assisting in the development and maintenance of accurate sales/use systems and procedures based on GAAP, State Law and Rockwell Automation financial policies and procedures
  • Working with business units, customer and vendors to assist in determination of transaction tax treatment (United States and Canada) of customer proposals, projects, and invoices
2

Experience For Senior Accountant Tax Resume

  • Assisting with the coordination and completion of Unites States sales and use tax and Canadian GST/HST and PST audits. This includes the accumulation of audit data and assisting with the negotiation of audit settlements
  • Technical Research and analytical skills
  • Prioritize, organize and make decisions on a timely basis
  • Perform technical research and analysis to recommend solutions to tax related issues
  • Assist in analysis and reconciliation of general ledger tax accounts
  • Maintain tax depreciation and reports in Fixed Assets CS software
3

Experience For Accountant Tax & Financial Resume

  • Perform special projects and other responsibilities as needed
  • Highly proficient in the use of Microsoft Excel and other Microsoft suite products
  • Preparation of federal and state income tax returns
  • Preparation of monthly/quarterly sales and use tax returns
  • Reconciliation of accrued sales and use tax general ledger accounts
  • Preparation of monthly property tax accrual and review of property tax invoices
  • Preparation of PBC schedules for external tax compliance firm for use in the annual income tax filings for both federal and state tax returns
4

Experience For Senior Income Tax Accountant / Tax Analyst Resume

  • Assist with review and maintenance of tax fixed assets and intangibles
  • Maintenance of internal tax calendar to ensure all filings remitted timely
  • Undertake special financial projects
  • Administrative support as needed to other members of the Tax Department
  • ASC 740/FIN 48 and ASC 450/FAS 5 tax exposure analysis & calculations
  • Interface with audit firm and advisors on tax matters and income tax compliance
5

Experience For Temporary Senior Accountant Tax Resume

  • Assist in the maintenance of SOX compliant global tax processes
  • Acquisition tax due diligence and integration activities
  • Assist with US Federal & state tax audit preparation and defense
  • Conduct US Federal, state and foreign tax research
  • Prepare, review and analyze federal and state corporate and partnership income tax returns, estimates and extensions in compliance with prescribed rules and regulations
  • Review income tax provisions for Principal's foreign entities
  • Review entity tax account reconciliations, analysis, and monthly/quarterly/year-end tax entries
6

Experience For Junior Accountant, Tax Resume

  • Assist in preparation and review of U.S. Federal income tax return compliance, primarily the U.S. taxation of foreign operations
  • Monitor and analyze proposed and newly enacted legislation for impact on the company’s tax position
  • Support other special projects as opportunities become available
  • Coordinate sales and use tax return preparation by third-party service provider and reconcile sales and use tax accounts
  • Independently prepares all US consolidated corporate income tax returns (federal and state), partnership and other related returns, including preparation of detailed workpapers supporting all tax return line items and related tax positions, all at an exceptional high level of quality with need for limited changes upon higher level review
7

Experience For Accountant Tax Resume

  • Prepares and computes quarterly income tax estimates
  • Assists with quarterly/annual tax provision calculations under ASC 740, as needed
  • Assists with due diligence on acquisitions
  • Assists with tax systems integration and automation
  • Assists with documentation and implementation of tax policies and procedures
  • Assist with the preparation and review of quarterly and annual income tax provisions for U.S. and foreign operations
  • Coordinate preparation and review of federal, state, and local income and franchise tax returns and related estimates and extensions
8

Experience For Senior Accountant / Tax Specialist Resume

  • Review documentation to support tax return filings and maintain files and records
  • Research specific tax topicsas they arise and prepare responses to SARS requests for information or internal customers subject to review by Tax Management. Internal customers subject to review by Tax Management. Prepare response to SARS queries, including monthly VAT analysis of input and output movement
  • Implementation of VAT Interrogation software,analysis of reports, implementation of corrective action. Preparation of the IT14SD return from a VAT reconciliation perspective, optimise with a view to automation
  • Role interacts with key Tax department personnel while serving the more broad GFR, Service Center Business Unit (CFO’s leadership over Corporate Accounting, Corporate Treasury, Investor Relations, and Strategic Planning), and Business Unit (primarily Principal International and Principal Global Investors) teams on a variety of international tax issues

List of Typical Skills For an Accountant, Tax Resume

1

Skills For Senior Accountant, Tax Resume

  • Experience with design/implementation of SOX compliant processes/reporting systems
  • Income tax provision and compliance experience
  • Experience with Vertex, SAP
  • Experience in taxation (direct and indirect)
  • Code of good practice on the employment of people with disabilities
  • Gathering and reviewing supporting documentation for sales tax compliance
  • Preparing required journal entries and maintaining and reconciling relevant tax ledger accounts
  • Preparing and/or approving refund claims to be submitted to taxing authorities
  • Maintaining tax notice log and responding to notices promptly
2

Skills For Senior Accountant Tax Resume

  • Assisting with the proper collection and filing of customer and vendor sales tax certifications for Rockwell Automation
  • Administering tax exemption certificate management program
  • Writing internal tax memorandum to document tax issues as required and make recommendations to management
  • Assist in the design, testing and implementation of new global financial and management reporting system to optimize tax reporting, budgeting and planning
  • Involved in varying degrees of international: tax planning, financial accounting for income taxes, tax compliance, and advocacy support
3

Skills For Accountant Tax & Financial Resume

  • Review and reconcile assigned general ledger accounts on a monthly basis, ensuring accurate coding of all sales and use tax returns
  • Assist in preparation and review the quarterly and annual tax provision, including federal and state supporting work papers
  • Analysis and preparation of income tax provision for financial reporting; including ASC 740 (FIN 48) and deferred tax assets and liabilities
  • Annual Tax budgeting and forecasting updates
  • Assist in the analysis and preparation of income tax provision for financial reporting, including ASC 740 (FIN 48) and deferred tax assets and liabilities
  • Assists in developing responses for requests related to all Federal and State audits as well as gathering necessary information
  • Maintains general ledger balances of selected tax accounts, including performing related quarterly reconciliations
4

Skills For Senior Income Tax Accountant / Tax Analyst Resume

  • National training 
  • Assist the Tax Department in all tax functions as needed, primarily tax compliance and accounting
  • Accumulate, analyze and process financial accounting data in order to prepare sales and use tax returns
  • Prepare responses to information requests from Federal, State and local taxing authorities and assist in audit preparation and defense
  • Preparation of quarterly estimate and extension calculations and coordination of payment processing
  • Interface with audit firm and advisors on federal and state income and operating tax matters
  • Identify and implement process improvements to existing processes
  • Ensure compliance obligations are efficiently, timely and accurately satisfied while minimizing company’s sales & use tax liabilities
5

Skills For Temporary Senior Accountant Tax Resume

  • Maintain tax calendar and assist in communication with various taxing jurisdictions
  • Keep up to date on changes in tax law, administrative and judicial decisions, and other relevant items through technical reading
  • Engage peers and other appropriate individuals in gathering required information
  • Multi-task, capable of taking initiative, and manage multiple projects and deadlines
  • Assist with analysis and preparation of unclaimed property reporting requirements
6

Skills For Junior Accountant, Tax Resume

  • Member Principal’s Global Financial Resources (“GFR”) Corporate Tax team focusing on international tax matters
  • Reviews and analyzes tax books within the fixed asset system, including reconciliation of any GAAP books and tax books differences
  • Conducts tax research & planning assignments
  • Prepares all domestic reporting for foreign entities
  • Assists with optimizing state and federal business tax credits with limited guidance
  • Assists with ASC 740.10, accounting for income tax uncertainties
7

Skills For Accountant Tax Resume

  • Coordinate preparation and review of international forms, including Forms 5471, 8858 and 1118
  • Assist with transfer pricing studies, tax due diligence and special projects
  • Draft responses to notices received from varying tax authorities
  • Realistic hour expectations 
  • Work well with other team members in a highly dynamic environment
  • Significantly less travel than our competitors 
  • Friendly yet professional work environment 
  • Autonomy in your work and career path 
8

Skills For Senior Accountant / Tax Specialist Resume

  • Diverse client base 
  • Personal career paths that are based on your desire to grow
  • Interpret and apply government regulations and related technical requirements to global business scenarios
  • Experience in corporate and/or public tax accounting and compliance including 2 or more years’ experience at a senior staff level or higher
  • Knowledge of non-for-profit tax law
9

Skills For Junior Tax Accountant / Tax Accountant Resume

  • Knowledge of non-resident alien tax law
  • Proficiency in Microsoft Office (Excel, Word and Access)
  • Work well with cross-functional and cross-divisional teams
  • Culturally aware with the ability to communicate and execute projects
  • Timely prepare and complete monthly submission of sales and use tax returns
  • Gather data and prepare documentation for sales and use tax audits
  • Assist with research and review of sales and use tax audit schedules
  • Assist other U.S. Indirect Tax functions, as needed
  • Assist with the preparation of the Global tax provision
10

Skills For Accountant, Tax Resume

  • Communicate clearly with respect to relevant issues required
  • Preparation and review Federal and State income tax return workpapers and schedules including review book-tax differences, tax forms, statements, elections, and apportionment, and timely responding to third party preparer’s questions
  • Assist with tax due diligence and integration re: acquisitions
  • Preparation of cash tax projections
  • Assist with federal credits, and state and local tax incentives

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