Sales Tax Analyst Resume Sample
Meredith Strosin
46626 Delphia Camp,
Boston,
MA
+1 (555) 731 6870
Work Experience
Senior Sales Tax Analyst
12/2016
-
PRESENT
New York, NY
- Strong organizational, team-building and people skills. The ability to work and navigate within a complex matrixed organization
- Accept change as the norm and assume increasing responsibilities in a rapidly-changing environment
- Effective verbal and written communications, including active listening and presenting findings and recommendations for improvement
- Strong attention to both detail and deadlines
- Manage multiple priorities and juggle between divisional, local and corporate management demands
- Process and file various state sales tax returns
- Balance and reconcile sales tax accounts for accuracy in the general ledger
- Research and review proper documentation for non-taxable customers
Sales Tax Analyst
02/2013
-
08/2016
San Francisco, CA
- Responsible for entering and tracking approved sales tax exemptions in the accounting database
- Research product taxability by various State regulations
- Supports sales tax audits
- Enters sales tax related journal entries
- Renews City and State Licenses
- Performs a variety of other related accounting tasks, as required
- Excellent accuracy and attention to detail in performing accounting tasks
- Demonstrated computer skills, preferably spreadsheet, word processing database, and other applicable software programs
- Work well with others in performing a variety of accounting tasks
Sales Tax Analyst Temporary Employee
12/2007
-
11/2012
Philadelphia, PA
- Relevant sales and use tax experience
- Desire to be part of a dynamic, results-oriented organization
- Relevant sales and use tax audit experience
- Microsoft Access and Excel skills
- Maintain and update the company’s fixed asset tax system and prepare depreciation schedules for US and foreign assets
- Review the sales/use tax returns and all other tax filings prepared by the Tax Accounting Specialists. End result; accurate and timely filed returns
- Prepare and provide documentation required by auditors and notices. End result; Minimization or elimination of tax adjustments. Contemporaneous and systematic use of filing and documenting procedures for internal and external audits. Written and oral responses to answer questions, debate differences, and research statutes to justify company positions
Education
Globe University / Minnesota School of Business
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Strong organization skills, problem-solving and analytical skills
- Excellent problem solving skills, internet research, direct resolution with taxing authorities
- Excellent record keeping and time management skills
- Strong computer and work flow process skills
- Possess strong orgatizational skills and the ability to manage multible competitng tasks
- Strong analytical skills with ability to present issues and provide concise solutions
- Extensive problem solving skills, Internet research, direct resolution with taxing authorities
How to write Sales Tax Analyst Resume
Sales Tax Analyst role is responsible for tax, microsoft, excel, research, analytical, software, organization, insurance, retail, finance.
To write great resume for sales tax analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Sales Tax Analyst Resume
The section contact information is important in your sales tax analyst 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
- Telephone number
Work Experience in Your Sales Tax Analyst Resume
The section work experience is an essential part of your sales tax analyst 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 sales tax analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular sales tax analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Sales Tax Analyst resume experience can include:
- Excellent communication and analytical/problem solving skills
- Excellent oral and written communication and interpersonal skills, ability to adjust communication based on customer situation
- Strong interpersonal, organizational, and verbal communication skills
- Proficient PC skills, including Microsoft Office and EXCEL
- Build collaborative relationships and work effectively with key stakeholders
- Demonstrated customer focused behavior such as building positive relationships
Education on a Sales Tax Analyst Resume
Make sure to make education a priority on your sales tax analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your sales tax analyst 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 Sales Tax Analyst Resume
When listing skills on your sales tax analyst 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 sales tax analyst skills:
- Proven ability to collaborate effectively across functional business organizations and levels
- Proficient in Microsoft Excel, Vertex Sales Tax or other related softwares, and general computer skills
- Proficient skills in Microsoft Office Excel, Word, PowerPoint and Outlook
- General knowledge of computer capabilities. Prior experience with personal computer spreadsheet, database, and document preparation applications necessary
- Experience working in a Finance role
- One year of sales tax accounting experience
List of Typical Experience For a Sales Tax Analyst Resume
1
Experience For Senior Sales Tax Analyst Resume
- Accounting, or related field, experience
- Preparing journal entries, researching and resolving tax notices
- Work directly with other departments to coordinate gathering of information necessary for compliance and other projects
- Prepare account reconciliations whenever required
- Prepare and manage the gross receipts returns for various jurisdictions
- Manage audits and inquiries by governmental authorities
2
Experience For Customer Sales Tax Analyst Resume
- Research and provide guidance to business on contracts, complex transactions,
- Research, evaluate and document tax implications of complex or non-standard transactions
- Provide audit documentation to the external auditors
- Manage exemption certificate process
- Prepare and review monthly general ledger account reconciliations for various sales and use tax accounts and prepare journal entries
- Assist with the taxability system set up for new products
3
Experience For Sales Tax Analyst Temporary Employee Resume
- Assists and guides the sales tax team in the communication detailing conclusions to taxing authorities in response to their written inquiries, the amended returns and the documentation of the conclusions and resolutions. Reviews and approves all written communication prepared by the sales tax team
- Coordinates IST and the sales tax team in determining the accuracy of system updates by ensuring all systems are tested thoroughly. This includes having knowledge and understanding of all order entry systems and their flow to the sales tax systems and database relationships
- Ensures the general ledger is correctly stated by coordinating the research and resolution of sales tax exceptions generated from the Vertex system interface and coordinating the reconciliation of the exception accounts
- Reviews monthly journal entries to ensure proper posting to the general ledger
- Reviews and approves sales tax refunds to ensure the proper accounts and departments are credited and the proper refunds are being issued
- Develops and conducts tax training sessions for various departments to communicate sales tax policy
- Serves as the records management coordinator for the US tax team and is responsible for informing all employees in the operating unit on the requirements of the Program and assisting with the updating of the Retention Schedule
- Excellent oral and written communication skills to serve as a resource to departmental staff members, review Company correspondence and communication, assign work priorities, detail tax issues and to respond to questions from the Independent Beauty Consultants and individuals within the Company
- Prepare and file all assigned sales/use tax returns through analysis of incoming data, preparation of work-papers, and processing of payments (includes joint custodial responsibilities of tax-related bank accounts)
4
Experience For Temporary Sales Tax Analyst Resume
- Process tax reconciliations and necessary journal entries related to General Ledger and Software Systems
- Handle and resolve Notices/Assessments from assigned jurisdictions and negotiate minimal payouts
- Update and maintain tax rate changes for Sales Tax Holidays. Back up for processing monthly tax rate changes through Vertex for all POS systems and the Store Master
- Assist in Sarbanes Oxley testing and documentation
- The ability to work independently and make decisions, and know when to bring problems to management
5
Experience For Sales Tax Analyst Resume
- Reconciliation of Dell's sales and use tax accounts on a monthly basis
- Prepare and file Sales and Use tax returns in over 30 states as well as Canadian GST/HST, QST and PST returns
- Reconcile sales tax payable general ledger accounts on a monthly basis
- Prepare and file Business Licenses and Annual Reports
- Assist Tax Manager with sales and use tax audits
- Correspond with state and local tax authorities to resolve notices and inquiries
6
Experience For Senior Sales Tax Analyst Resume
- Team player able to partner with other individuals and departments
- Perform multi-state sales & use tax compliance
- Assist with multi-state sales & use tax audits
- Perform general ledger account reconciliations for multiple accounts
- Maintain proper documentation for Sarbanes-Oxley requirements
- Help identify & implement process improvements in the area of indirect domestic taxes
- Research sales & use tax issues and implement and/or change procedures to ensure proper compliance
- Respond to internal and external sales & use tax issues efficiently and accurately
- Complete special tax projects as needed
7
Experience For Customer Sales Tax Analyst Resume
- Excellent written and verbal communication and interpersonal skills, with the ability to summarize and present findings or challenges to all levels of staff and management
- Work in extremely fast paced environment and flexible to change
- Analyze and communicate tax advice to internal business stakeholders
- Review Accounts Payable invoices sent for use tax accrual determination. Also review fixed asset purchases for use tax. Utilize the department sales and use tax matrix to determine taxability of items not taxed by vendors and accrue as needed
- Prepare monthly journal entries for items taxed incorrectly and include supporting documentation
- Research sales and use tax regulations using RIA tax research system and vendor or state websites to determine taxability of products and services not found on the department matrices
- Attention to detail, accuracy and multiple-task prioritization in a fast-paced environment and within exacting time constraints
8
Experience For Sales Tax Analyst Temporary Employee Resume
- Reviewing customer orders that are on a tax billing block and ensuring correct transaction tax is charged on invoice
- Review and resolve debit memos for sales tax deductions made by customers by applying extensive tax knowledge and decisiveness
- Evaluate customers’ tax exemption certificates and assign appropriate tax codes/entry in the billing system (TXCU screen)
- Keep up-to-date on the laws and regulations regarding sales tax exemption certificates for all U.S. states and Canadian Provinces
- Tax research utilizing Intelliconnect/CCH and TTR
- Assist customers/Financial Services to ensure accurate sales tax billing on COD/CBD orders
9
Experience For Temporary Sales Tax Analyst Resume
- Coordinate gathering and entry of tax data from customers with Financial Services
- Maintain tax filing calendars and updates
- Responsible for maintaining Business Tax Registration active with the Department of Revenue
- Reconcile the balance sheet tax accounts monthly to ensure the accuracy of sales and use tax accounts
- Investigate sales and use tax notices and prepare response letters for manager’s review
- Review and determine approval of customer requests for sales tax refunds
- Document sales and use tax related issues and report them to the Senior Accountant or Sales Tax Manager
- Other responsibilities as assigned or necessary
10
Experience For Sales Tax Analyst Resume
- Continuous innovation and process improvement
- Perform with multi-state sales & use tax compliance
- Prepare sales and use tax filings
- Participate in, provide input to, and assist with implementation of continuous compliance process improvements
- Update desktop compliance procedures as requested by tax management
- Detail oriented, analytical, and able to manage multiple tasks in a complex business environment
- Fundamental knowledge of sales/use taxes
List of Typical Skills For a Sales Tax Analyst Resume
1
Skills For Senior Sales Tax Analyst Resume
- Consolidate data from disparate financial systems into a standardized reporting format
- Demonstrated ability to work independently and work well with people at a wide range of levels and areas
- Proven ability to meet deadlines and perform under pressure
- Multi-state, multi-company sales tax experience
- Experience with Excel, Oracle, One Source, Hyperion, and Agile
2
Skills For Customer Sales Tax Analyst Resume
- Strongly Desired - Proficiency in SAP, Oracle or other similar ERP system
- Strongly Desired - Knowledge of Tax Software – Avalara (CertCapture), OneSource Determination or similar software package
- Experience
- Sales/use tax experience
- Basic accounting knowledge with account reconciliation experience and journal entry preparation
- Vertex returns preparation experience
- Heavy intermediate experience in Microsoft Excel & Word
- Ales tax experience
3
Skills For Sales Tax Analyst Temporary Employee Resume
- Strong business acumen to quickly learn new Financial and Transaction Tax processes and systems
- Experience with CCH.com tax and accounting research website
- Real property transaction and service taxability experience
- Experience and knowledge of state and local tax audit process
- Multi-state taxability research experience is required
- Time Management - ability to prioritize workload and manage one's own time
4
Skills For Temporary Sales Tax Analyst Resume
- Auditing and researching sales tax issues
- Reviewing company purchases for determination of tax liabilities and/or tax planning opportunities
- Preparing reports for tax compliance
- Initiating payments to tax authorities
- Understand and communicate accounting issues, including developing processes to record
5
Skills For Sales Tax Analyst Resume
- Knowledge of tax software and accounting systems (including Vertex, Avalara, Oracle)
- Work cross functionally with business teams, including Supply Chain, Purchasing, Logistics, Finance, Tax, Sales & Services, and Internal Audit
- Familiarity with accounting concepts, account reconciliations and supporting data/system sources
- Active Listening - give full attention to the words andtake time to understand the points being made and ask questions as appropriate
- Positive attitude and dependable team player willing to “roll up their sleeves” to get the work done
- Responsible for working with the sales tax compliance team for various monthly returns
- Detail oriented even while working under pressure to meet deadlines
6
Skills For Senior Sales Tax Analyst Resume
- Analyze tax data for accuracy for use in the filing of the company’s sales/use tax returns
- Assist in the preparation of accounting entries for the Company’s fiscal and period closings
- Develop and execute periodic reporting for senior management review
- Assist in the implementation of tax planning projects
- Monitor and ensure SOX compliance in relation to direct tax related financial reporting controls
- Partner with FP&A in forecasting
- Recommend and assist in the implementation of process improvements as appropriate, to simplify, standardize and streamline tax reporting
- Work with billing team to resolve customer sales tax issues
- Assist Tax Manager with various research, planning, and special projects as needed
7
Skills For Customer Sales Tax Analyst Resume
- Research and write tax memos, internal policies regarding sales & use tax issues
- Prepare timely and accurate state and local sales and use tax returns with all related supporting documentation for assigned entities
- Reconcile tax account activity to sales, purchasing, fixed asset and return data. Investigate and resolve differences
- Understand relevant accounting data flows, data sources, their definition and usages
- Collaborative approach to working with others
- CA R&D Qualifying Purchases
- Apply sales tax knowledge to the construction industry
- English proficiency (intermediate to advanced both verbal and written)
- Proficient in Thomson Reuters/Checkpoint/TTR
8
Skills For Sales Tax Analyst Temporary Employee Resume
- Independent, self-starter but also a team player
- Organize and track multiple projects and workflows simultaneously
- Preparation of multi-state sales tax returns
- Multi-state use tax review
- Telephone and written communication with ABC Supply branch associates and with government jurisdictions
- Work on multiple projects simultaneously and meet all deadlines
- Responsible for maintaining customer exemption certificates and that the proper exempt product categories are set up in the company’s tax software in order to maintain compliance with state tax laws
9
Skills For Temporary Sales Tax Analyst Resume
- Demonstrated ability to successfully work in a fast paced, high demand environment
- Respond to vendor requests for BJ’s resale certificates for various states in an accurate and timely manner
- Great team player attitude and the ability to multi-task is required
- Understands customers’ needs, both internal and external
- Excellent analytical and creative problem solving skills with the ability to make recommendations based on investigation and judgment as well as ability to discern when to escalate issues
- Previous sales/use tax experience required (1-2 years)
- Manage relationship with the third party tax Preparer and communicate business changes which impact Preparer’s scope / deliverables
10
Skills For Sales Tax Analyst Resume
- Understand each Business Unit’s operations to mitigate the risk of potential exposure areas as well as identify and pursue refund opportunities
- Possess ability to work with and through others to achieve desired results
- Maintain exemption certificate database of new/existing customers’ taxability in SAP, Exemption Certificate Manager (CertCapture) and Tax Determination Software (OneSource)
- Support a co-sourced monthly sales and use tax compliance process, including review of domestic sales/use tax filings
- Prepare and manage all aspects of the annual property tax cycle for multiple locations, including Arizona, California, Massachusetts, and Minnesota
- Research tax discrepancies & process customer’s tax credits
List of Typical Responsibilities For a Sales Tax Analyst Resume
1
Responsibilities For Senior Sales Tax Analyst Resume
- Familiar with sales tax decision and return compilation software
- Interpreting and providing guidance on transaction tax laws and regulations as it relates to customers claiming exempt sales & determining proper transaction tax treatment on invoicing
- Determine proper state and local taxability of customers on an account and transaction basis
- Review and approve sales tax on real property transactions and invoices
- Multi-state internet research on sales tax related issues
- Update and maintain tax rate changes. Assist with special projects, as needed
2
Responsibilities For Customer Sales Tax Analyst Resume
- Process, analyze, and reconcile the sales/use tax return filings and accounts
- Assist customers on tax helpline and email
- Make recommendations based on investigation and judgment as well as ability to discern when to escalate issues
- Review Vendor Invoices and Contracts
- Inter-company Accounting and Reconciliations to General Ledger - Prepare, record, and reconcile journal entries. Perform month-end analytical review of trial balance accounts and prepare monthly account reconciliations. Ensure internal policies and procedures are accurately followed
- Sales Tax Activities - Review purchase/sales transactions and apply applicable state and local tax rules to determine taxability. Assist with month-end sales and use tax compliance for multiple Company entities filing in multiple jurisdictions. Research and resolve invoice discrepancies
- Work effectively in a multi-disciplinary team environment
3
Responsibilities For Sales Tax Analyst Temporary Employee Resume
- Experience: 4+ Years, Sales & Use Tax, GL Reconciliation
- Serve as the lead for business units implementing Vertex in Oracle
- Prepare & review sales & use tax returns
- Oversee sales and use tax audits
- Support department on various projects
- Generate Transactional Reports
4
Responsibilities For Temporary Sales Tax Analyst Resume
- Tax Research and Resolution
- SW Distribution Management
- Reviews domestic contracts for various tax issues as part of the legal/finance review process. Evaluates whether the contracted goods or services are subject to sales tax and communicates this information. Educates the contract initiator of the proper taxation of the contracted goods and services. Determines the proper and feasible remittance method for these taxes
- Prepares resale and exemption certificates for vendors. This includes researching the use and taxability of the item being purchased to ensure the applicable certificate is being issued. Prepares resale and exemption certificates for vendors. This includes researching the use and taxability of the item being purchased to ensure the applicable certificate is being issued
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