State & Local Tax Resume Sample

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Alena Schaefer
22004 Sipes Expressway,  Dallas, TX
+1 (555) 377 9651

Work Experience


Director, State & Local Tax
10/2017 - PRESENT
Philadelphia, PA
  • Multiple concurrent tasks, frequent interruptions, mathematical skills, verbal and written communication, detailed work and confidentiality. Flexible schedule around deadlines
  • Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • Experience, CPA or JD
  • Focused on SALT including income / franchise, sales/use, with intermediate level skills in other SALT areas (property, payroll, etc.)
  • Strong ability to juggle multiple tasks, with complete attention to detail,
  • Strong interpersonal skills, including ability to manage client relationships,
  • Strong technical ability – including research, writing and critical thinking to determine client solutions,
  • Handle a variety of projects and situations including state tax exams focusing on income/franchise, and sales/use tax,
State & Local Tax Supervisor
05/2015 - 08/2017
Houston, TX
  • Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
  • Experience in providing technical advice on multi-state tax issues
  • Interact with Controllers and other interfacing areas to obtain information required to calculate
  • Prepare various calculations required for ASC740
  • Stay abreast of tax implications of Company’s green initiatives and as the Company expands into new jurisdictions across the United States
  • Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
  • Build and manage client relationships, and supervise, mentor, and develop staff
State & Local Tax Intern
05/2012 - 04/2015
Chicago, IL
  • Strong project manager and communicator, comfortable leading client / technical situations
  • Experience in providing technical advice on multi-state tax issues
  • Strong proficiency is SALT, sales and use tax and property tax
  • BS in Accounting; Masters of Tax or J.D. highly desired
  • Willingness to perform tax research
  • Multi-state corporate compliance experience in a public accounting firm or corporate tax department
  • Team player, self-motivated, and willing to take ownership of projects
  • Attentive to detail, strong analytical, research and computer skills
  • Communicate technical issues clearly and work effectively with all levels of internal personnel and external contacts

Education


Globe University / Minnesota School of Business
2007 - 2012
Bachelor's Degree in Accounting

Professional Skills


  • Strong interpersonal skills, including ability to operate in multi-task and deadline driven team-environment
  • Excellent research and analytical skills as well as audit defense experience
  • Excellent analytical skills in terms of problem-solving, financial modeling, and tax technical
  • Strong problem solving skills, and ability to identify and prevent potential problems
  • Excellent professional oral and written communication skills
  • Strong project management and practice development skills required
  • Good problem-solving and interpersonal skills required

How to write State & Local Tax Resume


State & Local Tax role is responsible for research, analytical, accounting, finance, training, telecommunications, payroll, reporting, modeling, events.
To write great resume for state & local tax job, your resume must include:

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

Contact Information For State & Local Tax Resume

The section contact information is important in your state & local 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 State & Local Tax Resume

The section work experience is an essential part of your state & local 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 state & local 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 state & local tax position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative State & Local Tax resume experience can include:

  • Experience in preparing Federal, state and city income taxes of a large multinational corporation
  • Understanding of income and franchise taxes and FIN 48
  • Drafting responses to Administrative inquiries on behalf of clients
  • Participating in meetings with clients and government officials on behalf of clients
  • Formulating and delivering innovative tax efficiencies and process improvements
  • Modeling various scenarios of state tax impact based upon law changes, rulings, and various planning opportunities

Education on a State & Local Tax Resume

Make sure to make education a priority on your state & local tax resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your state & local 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 State & Local Tax Resume

When listing skills on your state & local 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 state & local tax skills:

  • Effectively interact with others, including collaborating and working on non-SALT tasks and projects as necessary
  • Exceptional leadership skills required
  • Experience in providing Sales and Transactions Tax Research and technical advice on multi-state issues
  • Solid understanding of multi-state income and indirect taxations
  • Experience working within State and Local Tax
  • Current or recent experience in public accounting or corporate tax department

List of Typical Experience For a State & Local Tax Resume

1

Experience For Director, State & Local Tax Resume

  • Manage the preparation and review of the state income tax provision, including maintenance for state uncertain tax positions
  • Assist management with the Company’s state income tax audits and assist with IDR responses
  • Maintain the department’s compliance calendar
  • Problems are typically defined by higher level leadership. Problems are difficult. Solutions require analysis and investigation
  • Create and monitor a tax legislative strategy to include tax policy, evaluating changes in tax legislation or treatment of items in The Home Depot’s jurisdictions and overall tax risk mitigation
2

Experience For Manager, State & Local Tax Resume

  • Perform tax research with view for alternatives to satisfy client’s objectives
  • Assist with preparation of state income/franchise tax returns
  • Assist with preparation of property tax returns
  • Assist with preparation of materials for State Tax audits
  • Work, in conjunction with segment staff to insure the accuracy of apportionment data collection and reconciliation
  • Manage the preparation of monthly, quarterly, and annual state and local income, franchise, sales, use, excise, and transient accommodation tax returns (including estimated payments and extensions)
3

Experience For State & Local Tax Senior Resume

  • Monitor, research and interpret state and tax laws, regulations, and pronouncements to ensure that the company is compliant
  • Review/prepare FAS 5 computations and documentation for state and local tax indirect taxes
  • Manage state and local tax audit process through preparation of response to information requests and interaction with auditors
  • Manage state and local tax account reconciliations
  • Manage state and local tax credits and incentives projects
  • Constantly strive for process efficiencies
  • State and Local Tax Controversy; Direct and Indirect
4

Experience For Senior Accountant, State & Local Tax Resume

  • State and Local Mergers and Acquisitions Activity
  • Liaise with business partners to generate tax savings ideas in the state and local area (both direct and indirect)
  • Direct all SALT special projects
  • Provide timely, high quality client service that meets or exceeds client expectations with tax advice and consultation that enable clients to increase shareholder value
  • Manage large multi-state compliance for clients including reviews to identify exposure areas and planning opportunities regarding M&A, apportionment, state modification, and organizational structures
  • Research state tax issues including nexus determinations, taxability analyses, conformity, and tax planning and transactions
  • Assist with state tax planning projects including analysis, documentation, and presentation of conclusions
  • Assist clients with various compliance matters including state income/franchise estimates, extensions, and return preparation
  • Prepare technical memoranda, matrices, and other client deliverables
5

Experience For Senior State & Local Tax Analyst Resume

  • Manage tax assignments and related projects including, but not limited to, nexus reviews, voluntary disclosures, state tax provisions, audit defense assistance, & other state planning initiatives
  • Supervise, mentor, and develop staff members with a long term desire to evolve into a senior management role
  • Assist with quantification of potential liabilities and voluntary disclosure projects
  • Demonstrated analytical, problem-solving, organizational, interpersonal, project management, strong writing and communication skills, and solid Microsoft Suite skills required
  • Review and prepare state income tax returns and quarterly estimated payments utilizing the Thomson Reuters OneSource Compliance Software
  • Complete state apportionment including gathering data, reviewing rules state by state, reconciling to federal return and uploading into OneSource State Apportionment Module
6

Experience For State & Local Tax Specialist Resume

  • Mentor, Train, Manage pool of staff assigned
  • Adhere to department and corporate key controls to ensure compliance with SOX and Operational Audit Standards
  • Preparation of account reconciliations for accrued state and local income taxes and corporate franchise taxes
  • Preparation of estimated payments for quarterly state and local income and franchise taxes
  • Preparation of annual reports and business licenses and related payment vouchers
  • Research tax implications of completed and proposed business transactions
  • Microsoft Office Suite – Excel, Word, Powerpoint
  • Prepare memorandum on state and local tax issues for individuals, corporations, partnerships and LLCs
7

Experience For State & Local Tax Associate Resume

  • Develops review schedules and checklists from client data downloads
  • Adhere to Weaver’s Core Values
  • Assist with management of clients and their needs
  • Perform technical review of partnership and corporate state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, state credits, nexus, method of filings, and flow-through taxation
  • Assist with various tax consulting projects including research and writing projects related to tax planning, nexus studies, voluntary disclosure applications, audit defense, and penalty abatement
8

Experience For State & Local Tax Supervisor Resume

  • Analyze taxpayer data and be able to identify opportunities for prospects and clients
  • Keep up to date on state and local tax law changes
  • Participate in business development activities as needed
  • Typically reports to Vice President Tax
  • Accountable for the management of a department or functional group through subordinate supervisors/managers and for all personnel issues -- including selection, termination, performance appraisal and professional development of subordinates
  • Learn how to prepare and file tax returns for local and state income tax
  • Work with Excel, Corptax and Tableau databases to prepare returns
  • Respond to State Notices for filings
9

Experience For Assistant Director State & Local Tax Resume

  • Execute on franchise tax and annual report filings
  • Research and document technical conclusions related to day-to-day state tax matters
  • Keep current with latest legislation and case law related to assigned technical areas
  • Draft articles for publication in technical journals
  • Draft articles/summaries of technical matters for internal publication
  • Review/prepare complex unitary/combined and separate company SALT returns
  • Research and address SALT notices
  • Review/prepare SALT tax provision calculations and reconcile general ledger SALT accounts
  • Work with the SALT Director to address business considerations with SALT impacts (e.g., physical locations, eCommerce, etc.)
10

Experience For State & Local Tax Accountant Resume

  • Manage/assist with SALT audits
  • Coordinate with third party service providers on sales and use and property tax compliance
  • Coordinate with the tax compliance team and assist with the completion of other SALT compliance projects as assigned
  • Willingness to take on new challenges, own projects and responsibilities, and achieve results with urgency
  • Computer proficiency, specifically with MS Excel and MS Word
  • Research, understands, and document complex and technical tax matters

List of Typical Skills For a State & Local Tax Resume

1

Skills For Director, State & Local Tax Resume

  • Significant experience working with sales and use tax
  • Work with the SALT Director to develop and implement effective tax rate planning strategies
  • Experience with state tax planning, tax research, and tax analysis
  • Solid Tax background (Compliance and State & Local)
  • Strong sense of business ethics, integrity and discretion
  • Previous experience in state and local tax required
  • Experience with, sales/use, severance tax, gross receipts, state income/franchise tax and other miscellaneous state and local taxes required
  • One (1) to Three (3) years’ experience in state and local tax
  • Assist in the preparation of the consolidated Federal income tax return as time permits
2

Skills For Manager, State & Local Tax Resume

  • Organize, prioritize and complete multiple tasks on time
  • Demonstrate ability to multitask and work in a fast paced environment
  • Demonstrates a willingness to learn and participate in a team environment
  • Working understanding of US GAAP rules
  • Understanding state tax regulations and accounting pronouncements
3

Skills For State & Local Tax Senior Resume

  • Preparing state & local income tax returns
  • Participating in our team approach to client service
  • Completing tax research and planning
  • Independent and self-starter who is comfortable working in a fast-paced and intellectually stimulating environment
  • Manage the SALT compliance process, including the filing of estimated payments, extensions and tax returns
  • Liaise with the relevant stakeholders to assist with analyzing business programs and advising on state and local tax impacts and mitigation strategies
  • Coordinate with the Tax Reporting to model impacts of planning projects
  • BS in Accounting and CPA or qualified to sit and currently pursuing designation
  • Preparation of journal entries for adjusting tax accrual amounts and recording the annual state and local tax provision to return true up
4

Skills For Senior Accountant, State & Local Tax Resume

  • Assist in resolving matters at the State or Local level impacting clients
  • Prepare tax risk and control reporting for indirect and employment tax in accordance with Barclays Tax Risk Framework.
  • Successfully multi-task while working independently or within a team
  • Basic knowledge of accounting and tax theory
  • Seeks advice of appropriate superiors regarding issues related to compliance
5

Skills For Senior State & Local Tax Analyst Resume

  • Prepare simple tax returns as well as drafting other tax related documents
  • Generally insure compliance with all manner of US state and local tax including but not limited to
  • Assist with US Federal income tax compliance and planning
  • Assist the business on understanding the tax implications of third party partnerships agreements
  • Responsible for managing a team of 5 - 7 SALT tax associates and seniors
  • High level of proficiency in MS Office with advanced understanding of MS Excel required
  • Familiarity with researching state tax laws and regulations
6

Skills For State & Local Tax Specialist Resume

  • Develop multi-state expertise in all areas of state and local tax including: income, franchise and sales and use
  • Assist clients with various compliance matters including tax return preparation and voluntary disclosure programs
  • Provide technical support with state controversy including state tax examinations, preparation of protests and private letter rulings
  • Research SALT technical issues, incentives/credits, and other planning opportunities
  • Research and draft technical memoranda regarding income, franchise, and sales and use tax questions
7

Skills For State & Local Tax Associate Resume

  • Respond to state tax notices and correspond with state agencies and NTT DATA, Inc.’s operating groups to ensure proper documentation is provided
  • Assist with processing of quarterly state and local estimated income tax payments
  • Assist with Federal and State Tax Planning Projects
  • Responsible for State tax audits focusing on income tax for the Sony group
  • Preparation of the SALT quarterly and yearend accounting schedules
  • Thoroughly and accurately analyze relevant information to identify, develop and lead state tax planning opportunities
  • Manage state and local tax expense and cash tax forecasting
  • State and Local Planning; Direct and Indirect
8

Skills For State & Local Tax Supervisor Resume

  • State and Local Tax Reporting
  • Generate strategic tax planning in the state and local area
  • Assist with addressing issues and questions for internal clients and potential prospects
  • Prepare and review tax withdrawals, tax clearance and final returns for liquidated reporting entities
  • Preparation of state and local income tax returns and franchise tax returns using Onesource tax software
  • Assist in calculating state FIN 48 income tax balances and entries
  • Prepare and/or review responses to taxing authority notices
9

Skills For Assistant Director State & Local Tax Resume

  • Interact with taxing authority auditors to respond to information document requests and respond to questions
  • Research on legal and regulatory matters affecting clients
  • Participate in continuing education and outreach
  • Develop internal relationships within the firm and help grow external branding
  • Knowledge of Corpsales beneficial
10

Skills For State & Local Tax Accountant Resume

  • Proficient with Microsoft Excel, Word, Outlook, and Access
  • Research, write and consult on various tax engagements
  • Responsible for sales tax and other tax return preparation
  • Interact with seniors, managers, partners and clients
  • Follow instructions as directed
  • Generally insure compliance with all manner of US state and local tax
  • State Sales & Use tax monthly filings where applicable

List of Typical Responsibilities For a State & Local Tax Resume

1

Responsibilities For Director, State & Local Tax Resume

  • Initiate and manage collaborative efforts of multiple teams throughout the organization
  • Advocate and implement professional development for self and direct report(s)
  • Professional experience – public accounting experience is required, but experience can include a combination of public accounting (tax) and/or industry
  • Current CPA, J.D. and/or L.L.M designation
  • Active CPA license or CMI certification required
  • Enrolled in a Bachelors or Masters program in Accounting, Taxation, Finance or other relevant field, Juris Doctorate (J.D) program, or Master of Laws (LLM) program, required
2

Responsibilities For Manager, State & Local Tax Resume

  • Assist with audit defense and refund opportunities for our clients
  • State income tax quarterly and annual filings where applicable
  • Local tax filings such as San Francisco payroll / gross receipts tax, New York City rental tax, and more
  • Assist with sales and use tax analysis to understand how product changes impact state and local tax implications
  • Liaise with tax advisers on state and local tax incentive projects, audits, tax compliance, and other tax matters when relevant.Create and maintain excellent relationships with key colleagues across all areas of Spotify
  • Build excel models to illustrate transaction economics when required
  • Assist with tax research projects
3

Responsibilities For State & Local Tax Senior Resume

  • Assist on M&A transactions
  • Integrate with clients and the overall tax team to review state tax returns and provide state tax consulting - including nexus studies, apportionment and sourcing analysis, voluntary disclosures and merger and acquisition consulting and other state tax consulting
  • Responsible for overall management of the engagement
  • References upon request

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