Tax Services Senior Resume Sample
Salvador Collier
843 Anne Bypass,
New York,
NY
+1 (555) 114 3893
Work Experience
Tax Services Senior
05/2015
-
PRESENT
Los Angeles, CA
- Liaise with Tax Authority/Customs on clients’ behalf to seek agreement on their tax positions
- Thoroughly document the outcome of each initiative from an effectiveness, cost savings and financial impact perspective
- Ensure that user sign off has taken place and QA testing has been completed with defined use cases prior to any final project implementation
- Lead the development opportunities of all initiatives with internal and external teams
- Work effectively with the Statistical team members to accurately measure potential opportunities and outcome supporting any/all completed and considered projects
- Ensure that all firm security requirements are being met through all initiatives, securing in writing the approval needed if applicable
- Design, implement and adhere to the reporting and historical tracking of all projects, considered and completed
- Design, implement, and adhere to designing a set format for all projects from start to finish
- Work closely with senior members of the Partnership Transactional Planning & Economics Group, supporting the firm’s tax technologies, engagement teams and clients who use these technologies
Business Tax Services Senior Consultant
03/2010
-
02/2015
Chicago, IL
- Strong desire to broaden skills
- Active progress towards the CPA certification, membership in the Bar
- A valid US CPA, or Enrolled Agent certification, or licensed attorney designation OR progress toward CPA, EA or licensed attorney designation
- Implement and support quantitative tools and processes
- Documenting the outcome of each client’s finalized data file specs
- Securing file transmission method for each client engagement for testing, analyzing and processing initial data files for loading into EY’s proprietary systems
- Partnership experience and working command of Section 704(c)
- Contribute to client satisfaction by providing clients with quality, timely and responsive services and work products. Supervise the work of Staff professionals
Ne-tax Services Senior Intern Lean Six Sigma
08/2007
-
11/2009
Houston, TX
- Effectively apply complex transfer pricing concepts and economic/financial knowledge to client situations
- Assist and advise the firm’s clients regarding international VAT matters
- Broad exposure to VAT taxation, country-specific or multi-jurisdictional VAT consulting and/or VAT compliance
- Work on complex ACA reporting and compliance tool, building the complex rules supporting the offer of coverage rules, exchange notice management and compliance and reporting tools
- Help build custom tools in support of EY’s ACA compliance and reporting tools
- Demonstrate an understanding of increasingly complex tax concepts. Discuss moderately complex tax issues with the engagement team and client management
- Support multiple international tax engagements and contribute to the delivery of quality tax planning services for our diverse clients
- Programming and developing MS Access databases, which extract raw payroll files, transform payroll data to current system specifications and export load-ready files for system import
Education
National American University - Denver Campus
2003 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Excellent teaming, leadership, organizational, and verbal/written communication skills
- Strong leadership ability, attention to detail, problem-solving skills, analytical abilities
- Demonstrated skills in the asset management tax area
- Strong technical, verbal and written communication skills with ability to lead internal meetings and participate in client meetings
- Influencing skills, and the confidence to question existing processes
- Good managerial, organizational, project management and verbal/written communication skills
- Good organizational and verbal communication skills
How to write Tax Services Senior Resume
Tax Services Senior role is responsible for tax, research, technical, analytical, oracle, design, finance, training, payroll, planning.
To write great resume for tax services senior job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Services Senior Resume
The section contact information is important in your tax services senior 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 Services Senior Resume
The section work experience is an essential part of your tax services senior 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 services senior 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 services senior position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Services Senior resume experience can include:
- Performing regular quality assurance reviews of all assigned client data files and reporting all applicable issues to the business owner for review and resolution by the client
- Strong technical writing skills and excellent managerial, organizational and verbal communication skills
- Excellent supervisory, organizational, analytical and verbal/written communication skills
- Be able to effectively apply state-specific income tax laws to client situations. Deliver work products that meet or exceed client expectations
- Proven experience in working with teams
- Successful problem-solving and analytical skills
Education on a Tax Services Senior Resume
Make sure to make education a priority on your tax services senior resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax services senior 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 Services Senior Resume
When listing skills on your tax services senior 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 services senior skills:
- A CPA certification, or good standing as a member of a state bar
- A valid US CPA or licensed attorney designation
- A proven record of excellence in a professional services, economic development or tax organization
- Have an entrepreneurial spirit, a strong work ethic, and a passion for data
- Excellent influencing, analytical, and problem-solving abilities
- Demonstrate an understanding of the business license process
List of Typical Experience For a Tax Services Senior Resume
1
Experience For Business Tax Services Senior Consultant Resume
- Coordinating with client’s tax and finance departments on tax planning and compliance data gathering
- Researching federal tax legislation to assist in understanding the impact on compliance and consulting
- Identifying potential opportunities and communicating these to your engagement team.
- Performing a detailed technical review of partnership, corporate, and individual federal tax returns and reviewing all related work papers
- Understanding of key elements of client care and service which involves finding ways to simplify and improve work processes
2
Experience For Ne-tax Services Senior Intern Lean Six Sigma Resume
- Responding to notices and other communications received from taxation authorities in consultation with the clients
- Preparing relevant documents and arguments in respect of appeals to taxation authorities
- Performing detailed review of income tax provisions in accordance with ASC 740
- Create, analyze and deliver all reporting related to unemployment claims to the applicable UI client relationship manager (CRM)
- Share tax planning ideas with colleagues
- Implement tax strategies that align with the client’s business objectives; corporate tax; pass-through entities; S corporations; and industry focus
- Share ideas with others. Participate in and contribute to achieving team goals. Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas
3
Experience For Tax Services Senior Green Belt Lean Six Sigma Resume
- Broad exposure to federal income taxation preferably in the insurance industry
- Work with EY team to help clients comply with IRS procedures and policies and negotiate proposed tax adjustments
- Thoroughly and accurately analyze information. Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions. Share tax planning ideas with others
- Prepares Forms 1099’s and fiduciary income tax returns, including estate fiduciary income tax returns, charitable split interest trusts, foundations, and exempt organizations
- Work closely with senior members of the Joint Ventures and Partnership Group, supporting the firm’s tax technologies, engagement teams and clients who use these technologies Work closely with those same groups and teams to document standard processes for complex partnership calculation and allocations processes
- Active progress towards the CPA certification or membership in the Bar, or Enrolled Agent status
- O Research customs and international trade issues
- CPA certification and/or a JD
- A CPA and/or LLM certification
4
Experience For Core Tax Services Senior Associate Resume
- Active progress towards the CPA certification, or membership in the Bar, or Enrolled Agent status
- Certified Public Accountant (CPA), Juris Doctor (JD) or Project Management Professional (PMP) certification or the ability to obtain certification
- Travel, occasionally
- Act as a liaison between TTDAS and Global Information Technology Services to rapidly deploy new technology applications developed by TTDAS to EY’s global technology infrastructure
- Advising clients in respect of Direct and Indirect Corporate Taxation Laws and other matters in the light of relevant statute, case laws, and industry practices
- Assisting in preparation and filing of Income Tax, Federal and Provincial Sales Tax / VAT returns and Monthly and Annual Tax Withholding statements on behalf of the clients
- A valid US CPA or licensed attorney designation or progress forward CPA or licensed attorney designation
5
Experience For Business Tax Services, Senior Associate Resume
- A valid US CPA, or licensed attorney designation OR progress toward CPA or licensed attorney designation
- Working with a motivated team of professionals
- Understanding of the economic development environment, programs and incentives process
- Assisting with various tax consulting projects including research and writing projects related to federal tax planning, restructuring, controversy, and accounting for income taxes
- Respond to scoping questions that arise from paraprofessionals or local EY member firms during the proposal process
- Self-motivation and critical thinking
6
Experience For International Tax Services, Senior Associate Resume
- Identify issues and offers solutions and recommendations
- Supportiveness of firm goals, policies, and guidelines
- Experience in expatriate tax or payroll: Big 4, global management consultancy firm, niche consultancy or in-house role with exposure to large-scale projects
- Obtain CPA certification, Member of the US Bar or professional designation from the IPT
- Experience in expatriate or relocation services: Big 4, global management consultancy firm, niche consultancy or in-house role with exposure to large-scale projects
- Experience in federal taxation
7
Experience For GDM Tax Services Senior Associate Resume
- Preparation and review experience of federal tax returns for corporations, partnerships, and individuals
- A master's or LLM in taxation
- CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification (or in the process of obtaining)
- Take ownership for delivery of high quality state and local tax work
- 5 - 7years for Manager level
- CPA is desired, but not required
- Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships
8
Experience For DSG / Tax Services Senior Resume
- Develop operational efficiencies to deliver timely, high-quality services and work products
- Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accounting matters, excellent technical fiduciary accounting skills
- A CPA License
- Thoroughly and accurately analyze information. Prepare practical and effective approaches to the client's tax situation and arrive at appropriate conclusions. Share ideas with others. Participate in and contribute to achieving team goals. Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas
List of Typical Skills For a Tax Services Senior Resume
1
Skills For Business Tax Services Senior Consultant Resume
- A proven record in a professional services environment or in-house experience in the financial services industry
- Experience in working on multiple teams prioritizing your work load
- Outstanding client service, producing excellent work products and managing client relationships engagements assigned
- Two or more years experience in providing tax planning services or preparing and reviewing client work papers and income tax returns
- Experience with M&A tax due diligence, deal structuring, and post-acquisition planning
- Experience with ASC740 tax provisions
- Experience and proficiency with Microsoft Office products
- Around two to three years of related health and welfare experience with valuation, preferably in a professional services environment
2
Skills For Ne-tax Services Senior Intern Lean Six Sigma Resume
- Experience with custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)
- Work is reviewed by supervisor prior to finalization to client
- A valid US CPA or licensed attorney designation OR progress toward CPA or licensed attorney designation
- A valid US CPA or licensed attorney or progress toward CPA or licensed attorney designation
- Analyzing complex data from multiple sources to rewiring and presenting authoritative work papers
3
Skills For Tax Services Senior Green Belt Lean Six Sigma Resume
- Managing a team of tax professionals, ensuring they have the tools and knowledge they need to succeed, all while promoting a flexible and collaborative culture
- Assisting in developing and executing authoritative strategic plans
- Teaming up with tax and financial planning specialists to integrate holistic service delivery to clients
- Identifying and answering complex domestic and international tax issues to a portfolio of projects
- Teaming with EY professionals in other parts of the firm on data analysis, visualization, and statistical modelling
- Understanding of client’s financial situation
- Performing high quality preparation and review of complex tax returns
- Continuously developing your own knowledge, maintaining your status as a trusted advisor by monitoring emerging trends, technologies and practices
- Interpretation of trust documents, reviewing and interpreting accounting concepts and state/local filing requirements
4
Skills For Core Tax Services Senior Associate Resume
- Confident leveraging excel and other firm developed technology for modeling and project reporting
- Process involves reviewing source data, making decisions with regard to income and deductions, and keying data to tax software
- Develop new analytic tools to transform workforce management practices and sharpen existing consulting tools with advanced analytic techniques
- Responsible for leading the assimilation of electronic data into tax reporting software
- Highly organized in managing large scale engagements and anticipating next steps
- A thorough understanding of building client relationships
5
Skills For Business Tax Services, Senior Associate Resume
- Knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
- Technical experience related to compliance, audit defence and consulting for abandoned and unclaimed property services
- Work independently, show a willingness to take the initiative, and be comfortable sharing your knowledge with the team
- Constantly identifying potential risks, as well as opportunities to improve product and process quality
- The ability to play key part of a nimble, high-energy team while launching products with the support and resources of a global organization
- Collaborate with a team of Rewards professionals consisting of actuaries as well as compensation, plan administration and transaction professionals
- CPA, Enrolled Agent or other appropriate certification (or in the process of pursuing)
6
Skills For International Tax Services, Senior Associate Resume
- Some exposure to federal income taxation
- Analyze complex value chain concepts, situations, and options
- Exposure to Subpart F
- A CPA, licensed Attorney or a certified member of the Institute for Professionals in Taxation or the ability to achieve one of the credentials
- Professional knowledge in a broad range of state and local Credits and Incentives tax processes, concepts and tools
- Support client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
7
Skills For GDM Tax Services Senior Associate Resume
- Build and maintain strong relationships with Fiduciary Trust Tax Services and other EY groups to assist with cross-selling FTEAS and other EY lines of business
- Experience with accounting for income taxes in accordance to ASC740
- Some familiarity or skill in IRS tax controversy and statistical sampling desired
- Global accounting or payroll experience
- Assist with the review and analysis of merger agreements and opinion letters
- Have a passion for data analysis and a willingness to learn and share knowledge
8
Skills For DSG / Tax Services Senior Resume
- Ensure our analytic work is rigorous, accurate, and serves our clients well
- Managing a team of tax professionals, onshore and offshore, and ensuring they have the tools and knowledge they need to succeed, all while promoting a flexible and collaborative culture
- Staying ahead of emerging trends and technologies to maintain your reputation as an authoritative tax expert
- An understanding of current automated tax processing systems and tax laws in your tax area
- Travel and provide training internationally three to four times a year
9
Skills For Tax Services Senior Dsg-financial Services Office Resume
- Researching tax issues with a team to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
- CPA license or a licensed Attorney is required or the ability to achieve either certification
- CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP” or the ability to get one of these certifications
- Knowledge of ASC 740 and SSAP 101
- Help to develop and guide staff by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
10
Skills For Transaction Tax Services Senior Resume
- Review and prepare fiduciary/court accounting matters
- Work on deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements
- Experience FAS 106 retiree medical valuations, redesign health and welfare plans, pre-merger due diligence, post-merger integration, and the development of paid time-off programs
- Experience with implementation of strategies to manage health and welfare costs
- Experience with vendor selection and management
- A sense of personal accountability and awareness of the impact of one’s own behavior on others
Related to Tax Services Senior Resume Samples
Senior Tax Resume Sample
Work Experience
• Responsibility for fullfiling Polish statutory tax requirements
• General corporate tax rules: estimated payments, earnings/profits analysis, state apportionment, deferred inventory concepts and tax depreciation
• Multi-state apportionment concepts and general knowledge of co...
Professional Skills
• Strong tax research skills, analytical ski...
• Strong research skills, experience with 10...
• Strong verbal communication and writing sk...
Tax Senior Accountant Resume Sample
Work Experience
• Prepares and reviews transaction tax (sales and/or uses, business, gross receipts, and property tax) returns for monthly, quarterly and annual filings in a timely manner
• Assists with income tax compliance and provision preparation
• Prepare and review assigned federal, stat...
Professional Skills
• Assist the tax managers in providing infor...
• Strong computer skills, including hands-on...
• Excellent skills in Microsoft Excel and ab...
Tax Services Senior Manager Resume Sample
Work Experience
• Support EY’s inclusiveness culture
• Excellent managerial, leadership, organizational, and advanced verbal/written communication skills
• Deep knowledge of financial planning and individual tax laws; a commitment to learning in a tax and financial planning technology environm...
Professional Skills
• Strong organizational and time management ...
• Strong influencing skills, confidence to q...
• The ability to prioritize when working on ...
State & Local Tax Resume Sample
Work Experience
• Multiple concurrent tasks, frequent interruptions, mathematical skills, verbal and written communication, detailed work and confidentiality. Flexible schedule around deadlines
• Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
&n...
Professional Skills
• Strong interpersonal skills, including abi...
• Excellent research and analytical skills a...
• Excellent analytical skills in terms of pr...
Administrator Payroll Resume Sample
Work Experience
• Oversee the ordering, fulfillment and delivery of all venue gear
• AS/400 computer system, computer, 10-key adding machine, phone, fax machine
• Provide an accurate collation of queries by inputting all details onto the relevant CRM systems
• Feedback’s...
Professional Skills
• Demonstrate organizational, multi-tasking,...
• Strong communication skills including the ...
• Demonstrate strong problem-solving and ana...
Pay Analyst Resume Sample
Work Experience
• Receive, record, and process client bills for payment in accordance with the Firm’s policies and procedures
• Handle North America; support and monitor the day to day processes/activities of the team
• Balance resource requirements across sub-teams and ensure adherence to def...
Professional Skills
• Operate within complex programs that incor...
• Skills: Strong communication skills, both ...
• Strong drive for action, excellent inter-p...