Tax Advisory Resume Sample

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Lacy Crona
22981 Donnelly Oval,  Houston, TX
+1 (555) 256 8781

Work Experience

Corporate Finance Employment Tax Advisory VP
01/2017 - PRESENT
Detroit, MI
  • Relevant experience through summer employment or research internships
  • Build strong internal relationships within the business tax advisory team and across other services
  • Builds a rapport with the individual client and develops a clear and detailed understanding of the business and client expectations
  • Meets clients demands, keeping them up to date with progress and engenders trust and respect and deals with a wide range of technical issues and client situations
  • Accurately interprets advice obtained from other specialists and questions where required
  • Seeks to participate in business development activities and contributes to sales pitches, for own team as well as the wider firm.
  • Participate in business tax compliance and tax advisory engagements
  • Taking a lead role in coordinating tax advice with consultants, external advisors, Morgan Stanley’s global tax team, and Morgan Stanley deal teams on the tax structuring of funds and real estate investments to ensure tax-efficiency and alignment with the Morgan Stanley funds’ risk profile
Tax Advisory Group
08/2012 - 07/2016
New York, NY
  • Assisting with the development of tax-efficient structures for real estate, private equity and other funds with U.S. and non-U.S. investments
  • Monitoring and helping to ensuring compliance with tax aspect of MSTAG’s and the BU’s policies
  • Advising the business units on guidelines for the tax structuring of investment acquisitions and dispositions
  • Liaise with the client’s legal counsel
  • Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
  • Western experience is essential
  • Professional accounting/law/tax qualification
  • Contribute to the firm’s sales and market initiatives
  • Ensure compliance with the firm’s Quality & Risk Management (Q&RM) procedures
Business Tax Advisory
01/2009 - 03/2012
San Francisco, CA
  • Promote knowledge transfer to staff through ‘on the job’ training
  • Attends and participates in consultants’ monthly training meetings
  • Identify new tax requirements and provide input on significant law changes that can have a broader impact
  • Assist clients to provide them with tax solutions to address tax issues taking into consideration relevant tax legislation and clients’ business needs
  • Excellent report-writing, communication and presentation skills
  • A team player with creative thinking and strong interpersonal skills
  • Excellent command of spoken and written English and Bahasa Malaysia
  • Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property situation and arrive at appropriate conclusions
  • Supervise the work of Senior and Staff professionals


University of Phoenix - Colorado Campus
2004 - 2008
Bachelor's Degree in Business

Professional Skills

  • Maintain strong relationships with our clients and broaden your skills to cultivate new ones, or, identify other areas of opportunity for the wider business
  • Opportunities to develop new skills and progress your career both inside and outside of Croatia
  • Solid analytical, mathematical, quantitative, and research skills
  • Significant client responsibility within either big four accounting firm or law firm or experience overseeing internal tax group
  • Previous experience working with a Law firm, Accounting firm and/or a major Financial Institution
  • Tax (Compliance, Corporate, Research & Planning) experience within a Multinational Corporate, Law, and/or Accounting firm
  • Experience required using CCH or GoSystem tax processing software and CS Tax Planner software

How to write Tax Advisory Resume

Tax Advisory role is responsible for research, software, travel, modeling, reporting, auditing, training, finance, clients, planning.
To write great resume for tax advisory job, your resume must include:

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

Contact Information For Tax Advisory Resume

The section contact information is important in your tax advisory 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 Advisory Resume

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

Representative Tax Advisory resume experience can include:

  • Knowledge and experience in tax law, collection procedures and auditing
  • Performance and process advisory experience related to unclaimed property compliance
  • Min four years’ experience within Tax
  • Previous experience in a Supervisory and/or Executive-level role
  • Tax (Compliance and State & Local) experience
  • A demonstrated capability of integrity, initiative and commitment

Education on a Tax Advisory Resume

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

When listing skills on your tax advisory 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 advisory skills:

  • Experience specializing in the Taxation of Financial Products
  • Experience in a Tax role within a Law firm, large Multinational Corporation, or Accounting firm
  • Previous experience in an Accounting and/or Law firm
  • Qualified Indirect Tax Advisor with experience advising on VAT and other indirect taxes in EMEA
  • A proven track record in delivering tax services as a senior member of a professional tax services team
  • Technical expertise and experience related to compliance, audit defense and consulting for abandoned and unclaimed property services

List of Typical Skills For a Tax Advisory Resume


Skills For Tax Advisory Group Resume

  • Support, feedback and coaching from some of the most engaging colleagues around
  • Pro-actively manage existing clients and contribute to winning new clients
  • In-depth commercial, legislative and industry knowledge in at least three of the following sectors
  • Reports to the Director in the Tax function overseeing the Wealth business support overall
  • CCH and GoSystem tax processing software; and,
  • Innovate approaches to solving complex tax technical/business issues on client projects
  • Support clients through increasing regulatory change and transparency

Skills For Corporate Finance Employment Tax Advisory VP Resume

  • Leverage the knowledge and build your profile through working closely with other tax service lines and broader business units
  • Familiarity with various European and Asian tax systems and treaty networks
  • Opportunity to work in international environment
  • Identify and implement opportunities to minimise the indirect tax cost in line with Barclays’ Tax Principles
  • Contribute to EY’s global network
  • AITI qualified or equivalent qualification in a Commonwealth country (such as Australia, Canada, New Zealand, Singapore, South Africa, UK) with 2-3 years’ relevant Corporate Tax experience
  • AITI qualified or equivalent qualification in a Commonwealth country (such as Australia, Canada, New Zealand, Singapore, South Africa, UK) with 4-6 years’ relevant Corporate Tax experience
  • CS Tax Planner software

Skills For Tax Advisory Manager Resume

  • Proactively research existing and proposed tax law to determine impact on clients’ financial position; present finding / recommendations to clients as appropriate
  • Recruit, train, and retain staff using the Firm’s formal mentoring program and through informal performance reviews, on-the-job training, and post-engagement debriefing
  • Deliver on complex tax advice in relation to corporate restructures, acquisitions and divestments as well as tax losses, tax consolidation, CGT, debt/equity
  • Lead, coach and motivate staff to leverage and develop strengths to foster top talent
  • Help some of the world’s leading Financial Services organisations to structure transactions tax-effectively, mitigate tax risk and comply with tax laws in the most effective way
  • Develop strong and broad relationships with clients and provide a high level of client service; pro-actively manage existing clients and contribute to winning new clients
  • Taking a pro-active approach to ensuring the group’s external and internal transactions are efficient from an indirect tax perspective

Skills For Business Tax Advisory Manager Resume

  • Maintaining quality control on assignments and projects
  • Reporting directly to the Tax Partners
  • Providing indirect taxes training and update presentations to the finance and business teams
  • Actively keep up to date on specialist technical matters, contributing to thought leadership material as required
  • Deal with detailed technical queries raised, coordinating the preparation of practical, robustly supported advice and structuring papers in a fast moving and dynamic environment

Skills For Tax Manager, Business Tax Advisory Resume

  • Assist in the team’s internal training program
  • Ensure that Tax Operations are notified of changes to tax positions that have an impact on the Tax Forecasting Process
  • Support the APAC Team with day to day management of tax authority relationships and communication
  • Develop reports and position papers as input industry initiatives that effect fiscal and economic changes
  • Delivery of practical advice to the Tax Operations Team in relation to final tax positions adopted

Skills For Tax Advisory Manager, Financial Institutions Resume

  • Undertake an issues based review (in relation to allocated areas) of the income tax return, half year accounts and full year accounts
  • Ensure that other tax documentation is appropriate and accurate (eg forecasts, payments)
  • Assist in development of tax positions and advice that is accurate. Some examples include
  • Travel locally and/or overnight approximately 1-5 nights per month
  • Liaising with the Tax Reporting function which is responsible for the group’s tax returns to provide technical support and ensure the Macquarie Group meets its tax compliance responsibilities within each relevant EMEA jurisdiction
  • Tax compliance for clients
  • Qualified chartered accountant (articles completed)

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