Tax Management Resume Sample

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Lonny Waters
1819 Jerrold Extensions,  San Francisco,  CA
+1 (555) 167 4944

Work Experience

Wealth Management Group Trust Operations Tax Specialist
06/2017 - PRESENT
San Francisco, CA
  • Ensure each project’s overall success--delivery is on time, on scope and on budget
  • Manage reporting, tax audit & compliance
  • Tax experience in a financial services or a commerce & industry environment
  • Australian Corporate Tax experience - income tax, FBT and GST
  • A foundation in financial accounting
  • Play a key role in building the TDMA’s organizational and market competency assets including thought leadership, proof of concepts, innovative solution assets, BVAs, and demo environments
  • Highly motivated and team oriented, with strong communication skills and willingness to learn
Tax Data Technology Management
06/2012 - 03/2017
Chicago, IL
  • Escalate sensitive or high-risk staffing situations to RM and/or business leadership, as appropriate
  • Actively maintain one-on-one relationships with assigned practitioners in order to develop detailed understanding of practitioner goals and preferences, as well as to provide deployment-related career coaching
  • Maintain understanding of key resource management metrics and how these metrics impact practice financial performance
  • Effectively utilize RM Information Services team to optimize Resource Manager time, maximize productivity, and ensure an exceptional customer experience
  • Collaborate with RM Information Services team to manage practitioner compliance with schedule confirmation, variance, resume, and skills requirements
  • Support ongoing CTS resource management initiatives, as available and needed
  • Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
Tax Management
12/2009 - 01/2012
Phoenix, AZ
  • Support the team’s structure and goals
  • Coordinate and manage all tax service providers, ensuring complete and accurate flow of tax information
  • Manage the preparation of annual and quarterly tax provision and other tax accounting and reporting matters
  • Manage the federal and state income tax compliance process, including timely estimated tax payments and filing of income tax returns
  • Manage the sales and use tax compliance process
  • Manage the international taxation compliance and analysis, including withholding taxes
  • Monitor and ensure compliance with multi-national transfer pricing requirements


Everest University - Melbourne Campus
2004 - 2009
Bachelor's Degree in Accounting

Professional Skills

  • Good negotiation skills and good experience in dealing with tax authorities
  • Strong organizational and co-ordination skills
  • Experience in leading and building a technology consulting business
  • Relevant experience with delivering consulting projects in the areas of technology, people and process
  • Relevant experience with ERP systems (SAP, Oracle), bolt on systems, analytics and dashboarding
  • Working experience, 3 of which in a management role
  • With at least 3 years’ experience as professional Tax advisor

How to write Tax Management Resume

Tax Management role is responsible for tax, software, finance, compliance, travel, research, design, reporting, training, credit.
To write great resume for tax management job, your resume must include:

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

Contact Information For Tax Management Resume

The section contact information is important in your tax management 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 Management Resume

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

Representative Tax Management resume experience can include:

  • Experience implementing one or more of the following technologies
  • Over time skill up in the implementation of 3rd party tax software applications
  • Lead the implementation of the tax work stream of an ERP implementation across analysis, design, build, deliver and operate phases
  • Experience with tax provision and compliance software such as Corptax, Hyperion Tax Provision, Longview Tax, ONESOURCE Tax Provision, PowerTax, and/or Vertex
  • Adapting and responding to changing business needs
  • Integrating cross-vendor provision, compliance, and planning systems

Education on a Tax Management Resume

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

When listing skills on your tax management 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 management skills:

  • Appropriate Project Management qualification and/or experience
  • Tax qualification and/or experience would be an advantage
  • Evidences a keen interest in current IT trends
  • Experience with SAS, Qlikview, SQL, SAP, C++, VB queries would be advantageous
  • Working experience
  • Experience in Tax, Accounting and/or Finance

List of Typical Skills For a Tax Management Resume


Skills For Tax Data Technology Management Resume

  • Proactively review staffing data for assigned population and develop meaningful insights on trends, forecast, opportunities for improvement, and areas of concern
  • Provide Excel training on an ad-hoc basis, including the maintenance of the training material
  • Spreadsheet optimization, including excel coding
  • Perform tax reviews of existing ERP implementations focusing on
  • Implements the strategy within area of responsibility by conforming to plans set by leadership in all engagements/projects including
  • Previous exposure to an accounting firm or corporate culture would be an advantage
  • Cross Border Taxes which is made up of: Transfer Pricing, International Tax

Skills For Tax-tax Management Consulting Resume

  • In a client facing role
  • A programming background is a prerequisite preferably in a business or IT related field
  • Knowledge of accounting principles would be an advantage
  • Background in accounting / ACL / Innowera
  • In a client-facing role
  • Provide support for these Excel solutions and in so doing build trust and deep relationships with our clients
  • Identify and present additional solutions (products or services) to increase productivity with client’s existing products

Skills For Wealth Management Group Trust Operations Tax Specialist Resume

  • Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family
  • Manage complex projects while ensuring timely and accurate results
  • Collaborate with RM leaders and Deployment Advisors to provide practice leaders with resource management insights and recommendations
  • Resourceful, proactive and self-driven, initiative
  • Able to work in a fast-driven and dynamic work environment
  • Experience as a technology manager providing technical leadership / guidance / mentorship (direction setting and articulating, consensus building, conflict mediation, etc.)
  • Adhere to strict deadlines and work on different projects simultaneously

Skills For Wealth Management, Tax Control Manager, VP Resume

  • Proactive approach and client delivery focus
  • Think analytically, creatively and innovatively
  • Indirect Tax which is made up of: VAT and Customs & Global Tax, Global Employer Services
  • Exposure to SAS would be an advantage
  • Independent, self-motivated, proactive and a team player
  • Analyse, design, develop, test and implement spreadsheet solutions at Deloitte Tax clients across Southern Africa by working with client’s Tax, Finance and IT departments together with Deloitte tax professionals
  • Remediate and automate clients’ spreadsheets through the use of the most advanced Excel functionality, formulas and macros

Skills For Tax Management Executive Resume

  • Identify problems or potential issues with a client’s spreadsheet processes and make recommendations on how processes can be improved by applying spreadsheet design and control best practices
  • Participate in the sales process to potential clients
  • Regular implementation status reports to Tax Technology Leader
  • Taxation Knowledge advanced
  • Ad hoc national travel
  • Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits

Skills For Tax-tax Management Services Resume

  • Tax industry experience
  • Involvement in estate planning and wealth transfer projects
  • Research and consult on various tax matters, utilize tax-related software to prepare tax projects, tax returns, and research tax matters
  • Proactively interact with key client management to gather information, resolve tax-related issues, and make tax recommendations
  • Assist clients with the design, build and implementation of ERP systems
  • Supports the implementation of strategy of the Service Line/Business Area in relation to specific area of expertise

Skills For Tax Data Management Resume

  • Monitor tax regulatory and compliance developments and tax law changes
  • Oversee the administration of federal and state tax audits
  • Interact with team with others in various functional areas to resolve complex tax issues
  • Knowledge in GAAP

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