Tax Information Reporting Resume Sample
Effie Koch
2878 Moises Court,
Los Angeles,
CA
+1 (555) 813 3631
Work Experience
Tax Information Reporting Manager
07/2016
-
PRESENT
Houston, TX
- Act as an internally and externally recognized subject matter expert
- Experience supporting Citi lines of business through operations support
- Lead a team team of tax professionals focusing on engagement, performance management and feedback, and career development
- Drive risk/control/compliance reviews along with the identification and assessment of gaps and required remediation
- Drive reengineering and continuous process improvement efforts associated with managed processes, projects and functional migrations
- Lead teams through completing annual tax season reporting ensuring all regulatory and client driven deadlines are met
- Ensure operational excellence through managing all business as usual functions
Tax Information Reporting
05/2012
-
01/2016
Chicago, IL
- Actively assist and contribute to project management efforts and migration of Tax Information Reporting through all phases of the projects lifecycle
- Coordinate internal and external audit related engagements and deliverables
- Develop strong working knowledge of tax reporting strategies and emerging risks
- Drive FRSS's Service Delivery / Client Engagement model with client constituency and other key stakeholders
- Ensure compliance and reduce risk to the bank by providing informational tax written guidelines and reviewing external departments’ training materials and procedures
- Leads a team of tax / information reporting specialists (approx.10), manage the FATCA advisory/rollout, Systems conversions/rollouts
- As the internally and externally recognized subject matter expert, influences the way things are done, not only internally within FRO, but beyond it with the business & Corporate Tax
Tax Information Reporting Analyst Fatca
10/2008
-
12/2011
Chicago, IL
- Executes the tax information reporting processes to products issued by Citi’s business
- Drive risk/controls/compliance review, identification and assessment of reporting gaps and required remediation
- Drive reengineering and process improvement efforts associated to inbound migrations and BAU processes
- Potentially lead a team of tax reporting SMEs, associated to various products
- Actively manage the project and migration lifecycle throughout the process of centralizing in-scope functions into the Reporting Hub within FRO
- Complete tax season reporting and similar operations after migration efforts
- Create documentation including process flows, procedures, roles & responsibilities documentation and other migration related articles
- Drive issue resolution, and where appropriate, with escalations for senior level support
Education
Strayer University - Knoxville Campus
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Design processes and procedures, including proven track record at Process Re-engineering, Re-design, Process Automation
- 6+ yrs. of general US tax information experience
- Previous team leadership experience required
- Design and document processes and procedures, including proven track record of process improvement implementations
- Experience in interacting with all levels of senior management as well as internal, external and regulatory audit teams
- TIRW experience in all or some of these areas
- Follow CSS-FRO's established migration methodology including, but not limited to, Memo of Understanding approvals, creation of project plans, and R&C sign-off
How to write Tax Information Reporting Resume
Tax Information Reporting role is responsible for tax, research, design, reporting, finance, automation, compliance, accounting, reconciliations, analysis.
To write great resume for tax information reporting job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Information Reporting Resume
The section contact information is important in your tax information reporting 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 Tax Information Reporting Resume
The section work experience is an essential part of your tax information reporting 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 information reporting 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 information reporting position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Information Reporting resume experience can include:
- Responsible for research and analysis of client issues related to Non-Resident Alien (NRA) and Backup withholding tax and Forms
- Knowledge of 1042 and 1099
- Understand IRS tax forms, such as W9, W8, W8-IMY, W8-BENE, W8-BEN
- Knowledge of FATCA, 871(m), CSR, Cost Basis
- Well versed in standard desktop technolgy
- Strong understanding of U.S. tax information reporting requirements applicable to products issued by retail, institutional custody and markets and banking, treasury and trade, and private bank businesses
Education on a Tax Information Reporting Resume
Make sure to make education a priority on your tax information reporting resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax information reporting 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 Information Reporting Resume
When listing skills on your tax information reporting 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 information reporting skills:
- Work closely with vendors to ensure workflows between entities are effective and efficient
- Basic Understanding and working knowledge of IRS Forms W9 and W8 and their associated requirements
- Work productively in a continuously evolving, complex, environment
- Execute processes within the centralized Tax Information Reporting function in Finance
- Establish processes and procedures to increase the efficiency of Information Reporting Support process
- Analyze and reconcile various information reporting components and report reconciliations
List of Typical Skills For a Tax Information Reporting Resume
1
Skills For Tax Information Reporting Manager Resume
- Excellent relationship management and communication skills to drive engagement and close interactions with key stakeholders, incl. Corporate Tax / Business Heads and external clients
- Research and advise on less complex tax technical issues
- Well versed in standard desktop technology and Microsoft Office applications
- Professional and courteous demeanor and ability to collaborate with a team
- Knowledge of Markit/CTI Systems such as EW8/IPS
- Knowledge of Broadridge systems/products such as BPS
- 6 – 10 yrs
- CPA, Masters in Taxation or JD/LLM
Related to Tax Information Reporting Resume Samples
Financial Information Reporting Solutions Resume Sample
Work Experience
• Line of Business Administrators (LOB’s) – Conduct weekly calls with the LOB Administrators’ on upcoming tasks/submissions. This includes monthly Forecast, Multi-Year Forecasts, Budget submissions and Driver and Metrics submissions
• Corp P&A – Conduct and/or participate in bi-weekly calls to in...
Professional Skills
• Exercises discipline in: analyzing, report...
Manager, Tax Reporting Resume Sample
Work Experience
• Manage and review the preparation of accurate and timely filed consolidated federal and state income tax returns, including all forms and attachments
• Assist with the preparation, review for accuracy and prepare complex aspects of the Domestic income tax provision process, including maintenance of...
Professional Skills
• Excellent management and leadership skills...
• Public accounting experience with one of t...
• Comprehensive technical skills related to ...
Tax Reporting Resume Sample
Work Experience
• Assist in processing B-notices, Form 945 annual return of Withheld Federal Income Tax, various reports and/or letters to ensure correct tax reporting and to satisfy IRS requirements, process various tax forms and statements (1099s, 5498’s 2439’s, and 990T’s) and process corrections to various tax forms
• ...
Professional Skills
• Experience in the billing area of Advisory...
• Strong organisation and communication skil...
• Mathematical Skills - Solid and reliable m...
Talent Relations Resume Sample
Work Experience
• Strict attention to detail and a strong follow-up required
• Effectively prioritize with strong time-management skills
• Oversee all non-editorial standard business communication to DCE’s talent pool announcing company news, updates to policies and procedures, or requesting i...
Professional Skills
• Prior casting office or talent relations i...
• Computer skills required ~ Excel, Microsof...
• Prior experience with social media managem...
Regulatory Office Resume Sample
Work Experience
• Drive & manage improvement programs for regulatory reporting control, including understanding the existing issues, identifying the root cause and implementing remediation
• Follow the escalation protocols for regulatory breach incidents by organizing debriefing meeting, Phoenix/FORCE uploads
&n...
Professional Skills
• Provide informed skill set to deliver chan...
• Post graduate education in business or a r...
• Effectively communicate and/or escalate is...
Regulatory Risk Resume Sample
Work Experience
• Detailed business analysis/requirements definition across our data and core capabilities streams of delivery
• Direct, daily interaction with business & operations reporting SME’s to manage the information flow and delivery of key project milestones
• Work with Controls a...
Professional Skills
• Strong project management skills, proven o...
• Strong analytical skills alongside the abi...
• Proven managerial skills including setting...