Tax Planning Resume Sample

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Calista Pagac
15215 Sydnie Ranch,  Phoenix, AZ
+1 (555) 889 7290

Work Experience

Tax Planning Manager
06/2016 - PRESENT
Houston, TX
  • Assisting in advising the firm’s professionals on the transfer pricing implications related to the firm’s businesses and/or transactions undertaken by or for the firm
  • Prepares statistical and financial reports designed to provide senior management with information on financial accounts. Ensures appropriate tax records are maintained for historical purposes
  • Reviews and analyzes proposals for tax implications; recommends actions that meet business plans and manage tax liability
  • Support Int’l Tax Direct by providing analysis and tax technical support of planning, new initiatives, reorgs and int’l M&A
  • Participate in developing best practices and efficiencies for compliance function. With int’l group, analyze various tax laws, regulations and procedures and advise internal business and tax groups on US treatment of new initiatives and proposals
  • Support the transfer pricing group on any int’l transfer pricing as required
  • Participate in the drafting of tax technical memoranda, Sub F, FTC and OFL models, steps plans, and presentations with Int’l Tax Director
  • Analyze and summarize tax information and prepare reports. Identify new opportunities for int’l tax planning or risk management as well as maintaining current tax processes
  • Ensure that business unit developments are fully communicated and included in all int’l planning and compliance
Tax Planning & Projects
01/2013 - 12/2015
Phoenix, AZ
  • Update and maintain tax planning and forecasting models for the Company
  • Support the department’s efforts in identifying risks and opportunities by producing persuasive, data-driven arguments to support management’s decisions
  • Support management with the assumption gathering process, including accounting and tax research
  • Tax experience with large public accounting firm or law firm
  • Assist in development and implementation of tax planning transactions that support and advance company initiatives of simplification of the world-wide organization structure, tax-efficient redeployment of overseas cash and reduction of taxes, including modeling of outcomes and tax consequences within jurisdictions affected
  • Research and document technical tax issues related to tax planning transactions including writing of technical memos in support of the company’s positions
  • Coordinate the US tax implications of business and tax planning with local advice
  • Communicate/consult with financial, treasury, legal and operation personnel (including external advisors) regarding planning opportunities and reporting matters
Finance International Tax Planning & Advisory Analyst
03/2008 - 07/2012
Philadelphia, PA
  • Participate in review of transfer pricing impact and valuations relating to planning transactions to manage tax risks
  • Responsible for managing preparation of quarterly schedules for aspects of the tax provision including FTC utilization and other tax attributes impacted by tax planning transactions
  • Assist in implementing Danone’s tax policy for Danone Noram
  • Prepare forecasts of tax outcomes and consequences for Danone’s budgeting process and present the results to HQ on a quarterly basis
  • Coordinate with Danone’s finance teams and local advisors to ensure appropriate compliance and documentation
  • Professional 2-3 year experience in finance, in international or credible local company, at least 2 years of work experience in the area of Taxation
  • Good knowledge the Ukrainian tax legislation and regulations. ·
  • Confident MS Office user ACCA/CIPA is an advantage
  • Performing tax research in conjunction with tax planning projects


Oklahoma State University - Tulsa
2002 - 2007
Bachelor's Degree in Finance

Professional Skills

  • Strategizing with business partners and advisors to ensure tax efficient structures across a wide range of businesses such as brokerage, asset management, technology, and diversified investments
  • Excellent oral and written communication skills, research skills, and project implementation
  • Strong project management skills with the ability to organize, manage, and work effectively to accomplish multiple tasks
  • Strong communication skills to work with government tax agencies
  • Accounting experience including 2+ years managerial experience
  • Skills include communication, collaboration, process management, organization
  • Maintaining strong working relationships with outside advisors and business units within

How to write Tax Planning Resume

Tax Planning role is responsible for tax, software, government, research, analytical, integration, finance, reporting, modeling, excel.
To write great resume for tax planning job, your resume must include:

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

Contact Information For Tax Planning Resume

The section contact information is important in your tax planning 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 Planning Resume

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

Representative Tax Planning resume experience can include:

  • Experience with various ERP systems such as consolidated reporting software, Hyperion
  • Experience performing and documenting tax research
  • Experience preparing U.S. corporate income tax returns
  • Experience with U.S. international income tax
  • Media & Entertainment experience a positive
  • Strong technical awareness of global tax issues; understanding of key tax processes and data drivers

Education on a Tax Planning Resume

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

When listing skills on your tax planning 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 planning skills:

  • Excellent analytical and writing skills with experiencer demonstrating such in U.S. federal, U.S. international tax, and non-U.S. income tax environments
  • Experience in Tax Matters, specifically in Fast Moving Consumer Goods companies
  • Experience with subchapters C and F of the Internal Revenue Code, transfer pricing, supply chain planning, and financial modeling
  • Experience influencing stakeholders and coordinating/leading projects
  • Professional experience in a public accounting or corporate setting
  • Two years supervisory experience, preferably some with a public accounting firm

List of Typical Skills For a Tax Planning Resume


Skills For Tax Planning Manager Resume

  • Advising, communicating, executing and implementing internal restructurings, acquisitions and disposals ensuring tax efficiencies. ·
  • Monitoring legislative and regulatory changes to U.S. tax laws, identifying opportunities and adverse consequences both domestically and overseas
  • Collaborating with others in the Tax Department to ensure appropriate financial and tax reporting as well as audit defense
  • Working with business partners on transactional matters, business expansions and developments
  • Ten or more years of progressive tax experience, including film production incentives, economic development and state tax planning preferably in global corporate tax department
  • Clearly communicate goals and motivate internal and external clients with confidence to achieve company priorities

Skills For International Tax Planning Manager Resume

  • Income tax experience
  • Basic knowledge of tax accounting principles, tax impacts of foreign exchange, and corporate legal documentation
  • Detail-oriented individual who is self-motivated
  • Broad exposure to federal income taxation, with an emphasis on partnership taxation
  • Masters of Taxation, Masters of Accountancy, MBA, or JD
  • CPA or similar certification required
  • International tax – Significant experience in US international taxation inbound and outbound concepts and double tax treaty analysis; Experience in foreign tax requirements associated with PE creation, branch taxation, withholding tax, VAT, and other indirect taxes
  • Be a driver of change, process improvement, and tax savings initiatives in the Rig organization
  • Collaborate well with and be responsive to internal and external stakeholders, including operating divisions and other departments (Real Estate, Legal, Treasury, Accounting, IT, Fleet Management, etc

Skills For Tax Planning & Projects Resume

  • Experience with federal domestic, research and analysis and writing projects
  • Deadline driven, detail-oriented, with strong focus on continuous improvement
  • Building financial models of the cash tax and book tax consequences of planning ideas and new business initiatives
  • Look for new ideas and identify future initiatives
  • Interacting with personnel from other corporate functions, from the global business units, and from external advisor firms in connection with matters involving tax planning, compliance, and transfer pricing

Skills For Tax Planning Associate Resume

  • Closely collaborating with tax compliance and reporting functions, providing assistance on an as needed basis
  • Analyze and execute other tax planning initiatives, including planning related to potential tax reform
  • Proactively seeking new tax planning opportunities
  • Assist in reviewing quarterly and annual ASC 740 provisions for international portion of business including FIN 48 considerations
  • Manage 3M’s global repatriation and dividend planning process in collaboration with St Paul Treasury

Skills For Director, Renewables & Tax Planning Resume

  • Prepare financial analysis of the tax implications of various planning proposals
  • Work with people from all areas of a multi-national business and from diverse cultural backgrounds
  • Lead tax integration and restructuring planning of international operations in furtherance of 3M’s portfolio management objectives and to achieve effective tax rate goals
  • Perform U.S. and global tax analysis of restructuring or integration of international and domestic operations in collaboration with International tax organization
  • Provide recommendations for tax efficient funding and use of funds in context of acquisitions and other global cash needs

Skills For Tax Planning Director Resume

  • Serve as primary tax liaison with Treasury department
  • Manage and lead projects involving multiple international local and US tax issues and opportunities across countries, divisions, geographic areas, business groups, and staff functions
  • Maintain the legal entity management tool utilized by the planning group
  • Collaborate with global tax department personnel and/or company personnel as needed for special projects
  • Prepare personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns
  • Establish rapport with business unit leaders and other members of the Tax Department enabling opportunity to formulate strategies to reduce the effective tax rate or reduce cash outflow for income taxes
  • Help to obtain stakeholder acceptance of tax strategies and to implement viable strategies
  • Meet goals individually and in a teammate environment

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