Tax Resume Sample

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Gino Bechtelar
884 Jamaal Mount,  Detroit, MI
+1 (555) 301 4650

Work Experience

Director of Tax
11/2015 - PRESENT
Philadelphia, PA
  • The implementation, application and ongoing development of the Group’s Global Standards program in the US with respect to tax transparency (see Role Context for explanation of tax transparency at HSBC)
  • Collect appropriate tax documentation for Barclays investment bank client accounts
  • Partner with Sales and Clients to obtain updated tax documentation for expiry accounts
  • Validate all received documentation according to IRS regulations
  • Establish client account Tax classification under Ch3, 61 and FATCA regulations
  • Implement procedures based on direction and policies that are set by IRS and the Corporate Tax Department
  • Support and identify internal control improvement opportunities and process reviews
  • Manage Treasury operations including payment processing, optimizing and reducing costs as possible
Tax Expert
06/2009 - 05/2015
Philadelphia, PA
  • Monitor and ensure ABL reporting compliance
  • Creation of periodic an ad hoc reporting required by Senior Management as it relates to Treasury activities
  • Review Company’s fixed asset registers to ensure proper capitalization vs. repairs for tax purposes
  • Monitor the international subsidiaries’ annual income tax compliance process and manage process improvement projects. Gain an understanding of the company expatriate tax requirements to ensure compliance with foreign tax requirements
  • Implementing new systems and processes and assisting during transition period
  • Developing and implementing technology solutions for different payroll providers
  • Managing end-to-end projects
Tax Administrative Assistant
01/2005 - 05/2009
Houston, TX
  • Responsible for daily cash positioning and supporting account funding and addition of surplus funds to ensure the legal entities have sufficient liquidity on a daily basis, including the management of a credit revolver
  • Interface with legal entities and organization department leaders to anticipate and address funding and cash flow needs as they arise
  • Acting and assisting as a liaison for the organization’s banking and credit card processors relationships, optimizing the cost and efficiency of the banking structure, and maintaining authorized signatories on all accounts
  • Establish, implement and maintain a global cash forecast for multiple operational bank accounts assigned to legal entities
  • Develop and execute a capital management strategy and coordinate capital market activities
  • Identify and analyse financial risk exposure and manage interest rate risk
  • Formulate cash management, investment and other financial policies for the organization
  • Establish and manage a proper insurance cover globally
  • Develop and manage currency exposure and hedging strategy


Strayer University - Owings Mills Campus
1999 - 2004
Bachelor's Degree in Accounting

Professional Skills

  • Attention to detail, excellent organizational skills and strong verbal and written communication skills
  • Exhibit strong analytical thinking and the ability to work in a fast pace environment with excellent prioritization and organizational skills
  • Strong communication skills (written and oral) are important along with analytical skills and numerate ability
  • Demonstrating strong analytical and problem solving skills with close attention to detail in order to effectively monitor progress and complete assignments
  • Demonstrate strong oral presentation skills when dealing with senior Management
  • Demonstrate strong administrative skills to be certain that all tax filing and payment deadlines are met
  • Excellent communication and interpersonal skills, including the ability to collaborate effectively with team members both across cultures and at a distance

How to write Tax Resume

Tax role is responsible for tax, interpersonal, analytical, excel, technical, organizational, microsoft, business, accounting, computer.
To write great resume for tax job, your resume must include:

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

Contact Information For Tax Resume

The section contact information is important in your 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 Tax Resume

The section work experience is an essential part of your 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 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 tax position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Tax resume experience can include:

  • Excellent written and verbal communication skills coupled with strong research skills
  • Demonstrated excellent communication skills with the ability to articulate complex technical information to technical and non-technical audiences effectively
  • Excellent interpersonal skills, an inquisitive mind, and the ability to work effectively with multiple functions are required
  • Team player with strong interpersonal skills and research skills
  • Sales and marketing experience, with proven business development skills
  • Excellent organisational skills, ability to prioritise and multitask

Education on a Tax Resume

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

When listing skills on your 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 tax skills:

  • Demonstrated public speaking skills; strong communication skills with all levels of staff
  • Strong communication and analytical skills, self-starter, innovative, superior organizational skills, and a good attendance record
  • Evidence strong technical skills, creative problem solving, and good business judgment/perspective
  • Strong tax technical and accounting skills, ability to communicate technical issues clearly and work effectively with all levels of personnel
  • Good attention to detail and strong writing skills
  • Excellent organization skills including the ability to prioritize to meet multiple deadlines

List of Typical Experience For a Tax Resume


Experience For Director of Tax Resume

  • Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct
  • Basic accounting/bookkeeping skills; accounts payable experience desirable but not required
  • Strong relationship-building and communication skills (culturally sensitive) and team player
  • Demonstrated organization and planning skills with ability to handle details
  • Strong, collaborative business partnering skills
  • Systematic advanced reasoning skills with ability to define problems, establish facts, and draw valid conclusions
  • Solve problems using critical thinking skills

Experience For Head of Tax Resume

  • Tax management experience with at least 6 of the years of experience being primarily focused on U.S. Federal tax planning
  • Client facing skills, and the ability to approach complex issues in a structured, constructive manner, so as to handle efficiently the day-to-day client work
  • Demonstrate strong technical knowledge around the global compensation reporting requirements
  • Excellent knowledge of computer skill including MS Office, MS Excel, and an integrated ERP System (SAP, Dynamics, Oracle or similar), etc
  • Experience with modeling potential impacts of tax transactions and their effects on the global effective tax rate
  • Proven experience in a similar Fund Accounting taxation role

Experience For Tax Administrative Assistant Resume

  • Maintaining a strong financial control environment including preparation and review of balance sheet reconciliations and controls
  • Providing forecasts of effective tax rates and ETR guidance to FP&A/Controller/CFO for purposes of EPS and cash-flow projections
  • Good at planning, organizing, problem solving, decision making & building partnerships
  • Accounting experience in sizable CPA firms, renowned consulting firm or manufacturing MNC is an advantage
  • Strong technical proficiency in all areas of Taxation, transfer pricing and accounting for income taxes is required
  • Quickly prioritising and focusing the function on the most critical issues/projects
  • Between 5 - 8 years (depending on level) of relevant experience in tax consulting, in the field of compliance, or in a tax related position

Experience For Lead Tax Accountant Resume

  • Around 8 years of corporate tax /indirect tax/ international tax related working experience, preferably from professional accounting firms
  • Gain a strong understanding of the financials of the engagements and contribute to improving their profitability
  • Experience working on transactions and dealing with tax issues relevant to acquisitions and dispositions of real estate and companies that own real estate
  • Relevant experience, up to 1 years working in an accounting role / environment
  • Meticulous, hardworking, a strong sense of responsibility with positive working attitude
  • Responsible for preparing and reviewing the current/future tax provision, effective tax rate analysis and tax journal entries for certain entities as assigned

Experience For Principal Tax Accountant Resume

  • Proficient in tax preparation software preferably InSource/Onesource and has a good working knowledge of using tax research tools
  • Experience including both public accounting and corporate tax department
  • Progressive experience, including both public accounting and industry
  • Provide forecasts and insight critical to company decision-making, including effective tax rate and cash tax payments
  • Oversee tax matters related to foreign operations including the consolidated tax provision, income tax compliance, VAT, and withholding tax matters
  • Strong understanding of purchase accounting
  • Experience of revisiting US GAAP & IFRS quarterly accounting packs

Experience For Tax & Treasury Manager Resume

  • Validation and reconciliation of source data to ensure data integrity, including extensive use of Microsoft Excel for data gathering, management and analysis
  • Good attention to detail, dedicated to providing quality, error free work
  • Acts as a trusted business advisor by truly understanding the business in order to improve their effectiveness through better use of technology
  • Senior managerial experience supervising multi-task teams within a tax function
  • Expert knowledge of accounting principles and a strong self-starter
  • Experience with an international accounting firm or multinational corporation is required
  • Ideally Big 4 trained or corresponding multinational experience

Experience For Tax Expert Resume

  • Big 4 trained or corresponding multinational experience an advantage
  • Experience and / or keen interest in the financial services area. Actual background in financial services is needed, ideally working with FATCA and QI projects
  • At Manager level, experience managing cross-border teams of 2-6 people
  • Advanced knowledge and experience in using Microsoft Office applications (e.g. Visio, Access and MS Project)
  • Corporate tax experience in public accounting and/or a corporate tax department
  • Self-motivated with good tax accounting knowledge
  • Tax accounting experience
  • Experience interfacing with all levels of executive management
  • Extensive experience in managing large client portfolios for both MNCs and local enterprise

Experience For Junior Tax Analyst Resume

  • Experience in FAS 109 accounting for income taxes; federal and multi-state income tax return compliance
  • Research and planning to minimize taxes and the Company’s effective tax rate
  • Strong knowledge in federal and state tax issues, including income tax
  • Assist with the consolidation and review of the book to tax adjustment for the forecast and operating budget
  • Hands-on experience in month end closing process, account reconciliation, and tax compliance work
  • Ensure that withholding taxes are minimised, reported, evidenced and paid correctly
  • Previous experience in banking and finance
  • IFRS tax reporting experience

Experience For VP of Tax Resume

  • Have a basic knowledge of tax rules, investment accounting experience would be an advantage
  • A good working knowledge of MS Excel Formula and Word
  • Support the implementation of cost-effective tax planning strategies designed to create value and optimize the Company's worldwide tax position
  • Experience in a tax (specifically in Transfer Pricing) and a high level of technical competence
  • Proved experience working in tax department

Experience For Tax Project Manager Resume

  • Solid knowledge of withholding tax, tax documentation and tax reclaim is required
  • Review for QC sign offs in XCM & EFX, following up to make sure they are complete prior to the assembly of returns
  • Experience with accounting for income taxes under US GAAP and other GAAP (e.g. German GAAP)
  • Formulate, revise and implement LafargeHolcim tax strategy and planning to identify initiatives and processes to further optimize the effective tax rate (ETR)
  • Have 4-7 years of experience in a large public accounting firm, investment fund, or bank/finance company, and CPA, JD, or MS in Taxation
  • Strong orientation to numerical information and general familiarity with accounting information
  • Obtain necessary signatures and notarize returns prior to mailing
  • Perform under pressures and manage multiple projects and competing priorities at the same time

List of Typical Skills For a Tax Resume


Skills For Director of Tax Resume

  • Planning and organizational skills to drive projects and balance and prioritize work
  • Strong PC Skills, including Excel, tax software (OneSource and CorpTax software) and financial accounting systems (SAP, Hyperion)
  • Strong COBOL and JCL writing, execution and debugging skills
  • Excellent technical, analytical, and written/verbal communication skills, including proficiency in communicating complex tax issues to non-tax constituents
  • Strong knowledge and skills with the following software applications: Microsoft Sharepoint, Oracle R12, Hyperion and Bloomberg BNA Tax and Accounting
  • Proven tax experience including public accounting/law firm and corporate experience

Skills For Head of Tax Resume

  • Strong typing skills and have proficient knowledge of Microsoft Office, including Word, Excel and Power Point
  • Strong technical and IT skills including advanced use of Excel, Microsoft Word and PowerPoint. Knowledge of Microsoft Project would be an advantage
  • Excellent problem solving skills and the ability to work independently
  • Eight to twelve years experience ideally comprised of a combination of public accounting and related industry experience as well as controversy experience
  • Strong organization and time management skills with ability to multi-task while working independently and efficiently with acute attention to details
  • Strong computer skills with a focus on both analytical and research tools including, Corptax, SAP, Business Warehouse
  • Federal Tax and consulting experience with strong Sub Chapter C, mergers & acquisition and tax provision experience
  • Strong interpersonal and time planning skills,

Skills For Tax Administrative Assistant Resume

  • Excellent analytical, problem-solving, organizational, and project management skills
  • Strong proofreading and grammar skills are required
  • Strong time management skills, to enable compliance with internal and external filing deadlines
  • Demonstrated Teaming skills
  • Self-motivated individual with good interpersonal skills and positive learning attitude

Skills For Lead Tax Accountant Resume

  • Independent with strong analytical and problem solving skills, meticulous and deadline oriented
  • Strong communication skills (written, oral and presenting)
  • Possesses good project management skills
  • Excellent research skills using general internet search tools as well as proprietary databases
  • Outstanding written and verbal communication skills in both Swedish and English
  • Communicating effectively and concisely with executives and Board members on significant tax issues

Skills For Principal Tax Accountant Resume

  • Extensive technical skills, including identifying, applying and securing applicable credit and incentive programs
  • Competent at fostering strong teaming within a work group, and optimizing work group effectiveness
  • Strong experience explaining complex tax issues to non-tax teams and managing the balance of tax and business unit / corporate needs
  • Proven income tax experience including tax accounting and tax compliance
  • Strong experience in managing SOX 404 requirements for income tax accounting
  • CPA with at least 3 years of Tax experience in a managerial capacity. Preferably has experience working in the big 4 auditing firm

Skills For Tax & Treasury Manager Resume

  • Responsible for WIP control, billing procedures and debtor control, effectively controlling client costs and their own portfolio
  • Strong experience leading and developing teams
  • Proven management experience in facilitating and execution of initiatives, managing change, and leadership of a team
  • Have strong technical immigration knowledge and experience ( half an year) in handling a wide range of visa issues
  • Strong talent manager, with a demonstrated track record of developing teams
  • Ten (10) years of experience corporate or public accounting experience, area of corporate income tax
  • Advanced Microsoft Excel skills, including large data management

Skills For Tax Expert Resume

  • Prior experience with Corporate & Partnership Tax Compliance & Research required, including Subchapter K
  • Team player with proven ability to develop strong working relationships within a team and with matrix partners
  • Federal Tax and consulting experience with strong High Net Worth, Real Estate, Private Equity and Pass-through entity taxation expertise
  • Extremely organized with outstanding project management skills
  • Strong understanding of US GAAP (ASC 740) and income tax technical experience
  • Manage time effectively to consistently deliver against targets
  • Demonstrates a strong understanding of the accounting processes
  • Develop and strengthen tax-related internal controls under SOX. Ensure controls are operating effectively
  • Working with the team on the quarterly and year-end tax accounting provision process in accordance with ASC 740 and manage corporate effective tax rate

Skills For Junior Tax Analyst Resume

  • Working knowledge of Microsoft Office and experience with ERP software
  • Monitoring the full year effective tax rate of the group
  • Experience managing others including career development, directing and evaluating work
  • Increasing experience with insurance tax accounting, including reinsurance issues, in public accounting and/or industry
  • Demonstrates understanding of scope, schedule and planning; understanding of time management, resource management cost management
  • Experience in COBOL programming and JCL writing, unit testing and final handoffs
  • Experience of valuing management incentive arrangements, including on live transactions, and a deep understanding of UK tax valuation principles
  • Experience in researching, implementing and calculating FAS 109 and FIN 48
  • Working experience in transfer pricing or in a tax/advisory position

Skills For VP of Tax Resume

  • Demonstrated ability to take a strategic view while at the same time feeling comfortable managing details
  • Solid understanding of GAAP ASC 740 accounting principles
  • Attention to detail; meeting regular deadlines; taking ownership of assigned responsibilities; strong team ethos
  • Experience handling IRS and/or state income tax audits and maintaining positive relationships with auditors
  • Proven track record in establishing and improving key processes to manage tax issues

Skills For Tax Project Manager Resume

  • Coordination and Prioritisation - self-starter, managing own workload, ability to work under pressure and to keep things moving - and to juggle multiple tasks
  • CPA with experience working in Big 4 or large regional public accounting firm
  • Able to work in a multi-task environment, managing multiple priorities while delivering results
  • Knowledge of and experience working with tax forms and processing
  • Knowledge of and 3 years experience working with tax forms and processing
  • Significant ASC 740/FAS 109 experience, including FIN 48, accounting for pensions and OPEB liabilities
  • Strong working knowledge of individual tax return preparation and processing in a high volume environment
  • Strong understanding of the wider principles of Corporate Tax, Indirect Taxes and Transfer Pricing
  • Experience in public accounting with a Big 4 firm, a national CPA firm, or a large regional accounting firm

List of Typical Responsibilities For a Tax Resume


Responsibilities For Director of Tax Resume

  • Strong analytical skills and demonstrated understanding of complex tax concepts
  • People management skills, including a demonstrated success recruiting and retaining top talent
  • + Strong PC Skills, including Excel, tax software (OneSource and CorpTax software) and financial accounting systems (SAP, Hyperion)
  • Methodical and with good planning, time-management and organizational skills
  • Excellent teaching and people development skills
  • Strong technical tax and accounting skills required specifically with 990 tax filings & UBIT
  • Process-oriented - excellent process and project management skills, consistently focuses on delivering quality in a highly efficient and timely manner
  • Results-oriented and proven problem solving skills with a sense of urgency
  • Excellent collaboration skills and comfort working in a team environment

Responsibilities For Head of Tax Resume

  • Excellent verbal and written communication skills; professional presentation
  • Strong client relationship management skills with ability to develop and deliver quality outputs to clients
  • Strong organizational and computer skills with proficiency in Microsoft office applications
  • Good writing skills, an ability to construct clear and concise documents
  • Excellent organizational and project management skills with a desire for continuous improvement
  • Applying research skills and knowledge of policy for federal tax purposes
  • Relevant international tax experience, including experience in obtaining and critically analysing advice received from advisors in other countries
  • Experience with and a good understanding of US GAAP accounting for taxes for group reporting
  • Effectively applying complex US and Latin American tax concepts to client situations

Responsibilities For Tax Administrative Assistant Resume

  • Demonstrated successful experience managing issues as they arise with optimal results
  • Demonstrates a strong alignment to and passion for the business while maintaining objectivity for the benefit of shareholders
  • Experience Requirement:Three years of professional experience in auditing of the type and at the level of Senior Tax Auditor
  • Strong tax accounting experience (e.g. preparation and audit of provisions)
  • Strong Excel experience with v-lookups and pivot tables
  • Experience in and strong abilities to manage tax audits in Japan
  • ONESOURCE tax software experience, highly desired (Or experience with any other tax software)
  • Responsible for accumulating, validating and consolidating financial information for income tax and statutory filings
  • Experience preparing and filing consolidated form 1120 and quarterly estimated tax payments for large corporations

Responsibilities For Lead Tax Accountant Resume

  • Communicate complex and technical matters effectively
  • Projecting, maintaining and monitoring all current and deferred tax accounts to employee benefits, assessing effective tax rate
  • Upgrading skill set through targeted training & development
  • Experience in managing tax audits in any of our existing digital markets including defending cross-border charges (desirable)
  • Excellent understanding of the end-to-end accounting and reporting processes, under IFRS and RAS
  • Experience providing tax structuring and planning advice and tax support
  • Good understanding of international tax concepts and tax rules in EMEA including transfer pricing
  • Organizes and scans client organizers and documents using PDF Flyer and validation, reviewing for accuracy

Responsibilities For Principal Tax Accountant Resume

  • Experience working preparing federal and state C Corporation income tax returns
  • Hands on experience reviewing and assisting clients
  • Strong understanding of tax operating processes
  • Tax accounting or compliance in a public accounting firm or equivalent experience in a large corporate tax department
  • Excellent quantitative, analytical, problem solving, independent decision making, and is fluid in difficult situations
  • Excellent knowledge of manufacturing accounting

Responsibilities For Tax & Treasury Manager Resume

  • Strong working knowledge of fiduciary tax return preparation and processing in a high volume environment
  • Experience in reviewing quarterly provision and forecast calculations under FIN 18 and reviewing year-end financial statement tax footnotes
  • Corporate tax compliance and tax accounting experience in public accounting and/or private industry is required
  • Strong decision-making, analytical and problem solving abilities
  • Previous experience with preparing and reviewing Canadian personal tax returns
  • Experience performing auditing related to excise taxes
  • Experience working within public accounting

Responsibilities For Tax Expert Resume

  • In-depth knowledge of Accounting for Income Taxes (ASC 740) (including significant experience in Sarbanes-Oxley compliance requirements)
  • Gain a strong understanding of the global mobility structure of the clients
  • Experience preparing corporate annual reports
  • Experience working with income tax laws and
  • Knowledge of and 3 years experience working with tax forms

Responsibilities For Junior Tax Analyst Resume

  • Significant tax planning and implementation experience, both US and cross-border
  • Progressive financial accounting experience
  • Experience working in the corporate tax department of a publicly traded company
  • Partnership tax experience in public accounting firm, predominately with private equity clients
  • Leadership and teambuilding experience
  • Strategic and organizational planning experience

Responsibilities For VP of Tax Resume

  • Accounting or securities experience
  • Experience working with income tax laws and procedures
  • Experience with a Big Four accounting firm
  • Strong legislative and accounting knowledge,
  • Two or more years of relevant experience working within a corporation with significant sales and use tax compliance obligations
  • + Flexible - able to adjust to changing priorities
  • Big 4 and/or large multinational corporate income tax accounting experience required

Responsibilities For Tax Project Manager Resume

  • Maintain strong working relationships with technology partners to implement Operational Tax strategy
  • Demonstrated success building relationships
  • Previous experience with reviewing Canadian personal tax returns
  • Previous experience with reviewing Canadian corporate tax returns
  • International, Federal, and / or multi-state compliance and planning experience
  • BA/BS with a major in accounting or finance or equivalent experience - required; CPA, LLM and or Masters in Taxation - desired
  • Experience in reviewing US International tax forms
  • Experience in reviewing complex US tax issues relative to Non US legal entities in accordance with ASC 740

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