Senior Tax Accountant Resume Samples

Description :

1. Calculated and processed federal and state quarterly tax payments and extension payments.
2. Prepared work papers for federal and state tax returns. Reconcile General Ledger to taxable income reported on tax returns.
3. Prepared federal and state tax returns for C Corporations, S Corporations, Partnerships, Trusts, and Individuals. Prepare federal and state payroll tax returns.
4. Provided accounting and tax services to clients in the sole-proprietor, commercial and not-for-profit industries. Preparation of health benefit plans, trust and gift tax returns for clients.
5. Prepared and reviewed federal and NY State income tax returns - individuals (resident and non-resident), C & S corporations, partnerships, trust, and gift tax returns including NY State various filings for businesses.
6. Calculated and prepared extensions and estimates for individuals and C-corporations, including tax provisions. Prepared compilations and reviews Sectors include manufacturing, real estate, healthcare, and personal service corporations. 
7. Conducted tax research for favorable tax treatment/approach using Checkpoint software for business and individual returns 

Experience

10+ Years

Level

Management

Education

Bachelor Of Science

Description :

1. Prepare and/or review tax returns and make recommendations regarding tax savings opportunities.
2. Ensure compliance with company policies, internal controls, and GAAP.
3. Analyze third party information, such as Schedule K-1's and reconcile partnership books, capital accounts, and financial statements, etc, and enter in accounting system Supervise, train, and mentor staff and interns on tax projects and developments affecting the firm's clients.
4. Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business structure and process improvements.
5. Thoroughly understand client operations, processes, and business objectives.
6. Participate in practice development efforts through involvement with clients, referral sources, community, and industry activities.
7. Prepare international federal income tax returns - large investment real estate partnerships (Schedule M-3s), C-Corporation.
8. Prepare Trust, Estate, Individual and Gift Tax Returns. Supervised preparation of non-resident alien tax returns and the completion of monthly compilation work.

Experience

5-7 Years

Level

Executive

Education

Bachelor Of Science

Description :

1. Thoroughly researched, prepared, and filed multi-state sales and use tax filings Efficiently prepared, filed and maintained personal property tax renditions, and paid various taxing authorities based on the location of the different company offices.
2. Responsible for reducing the 2013 personal property tax of the company headquarters by [] and reviewed and reduced the 2015 Texas Comptroller's Tax Audit by $38K.
3. Prepared, reviewed and filed annual state insurance premium tax returns for numerous companies per state, including filings in all three territories of the US.
4. Prepared, reviewed and filed state corporate franchise, excise, and income tax returns.
5. Calculated, prepared and filed all quarterly and annual state tax estimates, assessments, fees and surcharges required by various states and their agencies.
6. Maintained all work papers and files related to tax filings. Researched numerous tax issues related to corporate acquisitions of new entities, as subsidiaries to the parent company.
7. Acted as the primary contact for state personnel regarding state tax filings, and developed excellent communication skills with the various agencies and government offices.

Experience

10+ Years

Level

Consultant

Education

Bachelor Of Science

Description :

1. Prepared sales, use and rental tax compliance for both the United States and Canada, administered audits performed by State, Provincial and local taxing jurisdictions, researched tax issues to ensure compliance with jurisdictional law and identified opportunities for tax refunds and tax savings.
2. Mastered all aspects of assigned compliance within the scheduled time frames while meeting quality standards and providing additional assistance and guidance to staff level associates on compliance and compliance-related issues.
3. Administered thirty State/Provincial/Local US and Canadian sales/use/rental tax audits resulting in both refunds and tax savings from 15% to 100%.
4. Identified and corrected lease billing errors in multiple jurisdictions resulting in sales tax refunds of over $125,000 and future sales tax savings of over $58,000.
5. Identified, applied for and received sales tax refunds of overpayments in excess of $150,000 in multiple taxing jurisdictions.
6. Increased department efficiency by developing a working knowledge of various specialized computer processes and programs.
7. Performed general accounting functions such as journal entry preparation/posting and monthly general ledger tax account reconciliation.

Experience

10+ Years

Level

Management

Education

Bachelor Of Science

Description :

1. Generated tax projections to assist clients with year-end tax planning.
2. Handled multiple days to day responsibilities for high net worth clients and small businesses including bookkeeping and reconciliations.
3. Analyzed client's month to month transactions and reviewed/prepared journal entries.
4. Compiled income statements and balance sheets utilizing various general ledger software packages.
5. Assisted with audit engagements by performing analytic procedures and substantive testing of transactions and accounts.
6. Prepared formal responses of federal and state tax notices. Researched tax laws, prepared, reviewed, and planned Individual tax returns for the Partners of Ernst & Young.
7. Assured team's technology needs were met and updated on a continual basis, spearheaded paperless environment.
8. Prepared & reviewed of multi-state Insurance Premium Tax, Income Tax, & Municipal Tax returns for multiple units. Preparation & execution of related tax provisions and journal entries; reconciliations of related balance sheet accounts 

Experience

10+ Years

Level

Consultant

Education

Bachelor Of Arts

Description :

1. Managed corporate tax staff in the US and India including Sr Tax Accountant, Staff Accountant, and Analyst.
2. Trained a group in using tax software like OneSource on filing requirements and the use of corporate workspace.
3. Oversaw compliance and planning of Sales/Use & Excise Tax Returns for 7 CSC Entities in 42 States - Property Taxes in 12 States - On a monthly basis, oversee filing of sales and use, and excise tax returns for multiple CSC entities in 42 states.
4. Responsible for File business licenses for all CSC companies at state and local jurisdiction levels.
5. Assisted 9 Division Accountants with research and providing reports on payment and filing of tax returns.
6. Consolidated and combined State and Local income tax returns, quarterly estimates, extensions, and other periodic payments.
7. Prepared the company's global accounting and reporting of income tax in accordance with US GAAP, ASC 740, FIN 48 and FIN 18 for both quarterly and annual financial statement filings.

Experience

5-7 Years

Level

Executive

Education

Bachelor Of Science

Description :

1. Prepared sales and use tax and personal property tax returns. Established procedures and measures to ensure compliance, and supervise staff for the state and local tax preparation.
2. Participated in the research and compiling data for the preparation of Forms 1120 for federal and state income tax returns in 46 states and local returns where applicable, for 5 separate companies and their subsidiaries.
3. Assisted and maintained work papers for the annual computations of federal income tax provision, state apportionment data and maintained fixed assets on a monthly basis.
4. Tasked with maintaining the corporate ownership percentages of capital contributions for the preparation for the federal returns and the investor Form K-1s.
5. Initiated changes in our 22 corporate insurance policies resulting in premium savings of $500K annually.
6. Assisted legal department in resolving non-compliance notices in order to conduct business in various jurisdictions.
7. Addressed audit of a British Columbia, Canada based franchisee to determine any potential liability for self-reporting the Provincial Sales Tax (PST) on personal property purchased from Educate and shipped to the franchisee.

Experience

7-10 Years

Level

Senior

Education

Bachelor Of Science

Description :

1. Produce documentation to mitigate assessments from Sales and Use Tax Audits by more than 90% by gathering and analyzing data, thus saving the company millions of dollars in audit assessments.
2. Research taxability issues for a very complex business, report findings to management and use findings to formulate best plans to reduce exposure and eliminate assessments.
3. Develop standardized methods for production and presentation of information to auditors and standardize the ways in which information is gathered and recorded, thereby making the processing of an audit the same regardless of the circumstance.
4. Retrieve and process source data in order to prepare, review, and file over 300 sales and use tax returns on a monthly basis for ten entities and maintain compliance for these ten companies in the places they are registered.
5. Assist in billing migration projects by gaining an understanding of sales transactions from lines of business to ensure the appropriate taxability of items in the new system being used.
6. Reconcile Balance Sheet accounts to ensure balances can be traced back to the source.
7. Maintain accounts so that opportunities to get refunds are not squandered.

Experience

7-10 Years

Level

Senior

Education

Bachelor Of Science

Description :

1. Oversee compliance, consolidated returns, research, tax audits, and ad hoc projects for business entities under Graham Packaging.
2. Prepare consolidated federal and multi-state returns and coordinate tax audits, research, and document tax positions, and analyze and make recommendations for tax process improvements.
3. Analysis and forecasting of future tax liabilities. Compile and analyze all necessary financial information for preparation and review of federal and state income and sales and use tax provisions, returns, extensions, and estimates to ensure compliance with tax laws.
4. Monitor filing deadlines for federal, international, state and local income and sales and use tax returns.
5. Manage financial statement reporting of taxes on income and sales and use, including the preparation and review of tax provisions and the reconciliation of tax accounts.
6. Contribute to the administrative process of income and sales and use tax filings ensuring all returns and estimated tax payments and vouchers are filed on time with correct documentation.
7. Comply with vendor requests for payment of tax or exemption certificates.

Experience

10+ Years

Level

Management

Education

Associates

Description :

1. Prepared federal and state tax returns for corporations, partnerships, trusts, and individuals.
2. Prepared the appropriate K-1's for the partnership and corporate tax returns.
3. Prepared balance sheet and income statements.
4. Represented the Client's best interest in connection with audit matters before the IRS, FTB, EDD, and BOE (personal and corporate) by preparing and submitting all necessary forms required by the tax agencies in the preparation of the audit.
5. Handled any appeals hearing and negotiations with taxing agencies such as preparing Offers in Compromise.
6. Consulted with clients with new entity setups and business planning and train new businesses to use basic accounting principles and efficiently manage their business to minimize tax liability and utilize maximum tax benefits as allowed by IRS codes and regulations.
7. Managed general ledger, invoicing and accounts receivable analysis and tracking, accounts payables, bill payments, employee earnings, and payroll records.
8. Prepared, processed and submitted monthly/quarterly/yearly payroll tax forms and payments with the Federal and State employment agencies.

Experience

10+ Years

Level

Management

Education

BBA

Description :

1. Prepares and files sales and use tax returns for numerous states and local taxing jurisdictions.
2. Prepares and files tangible personal property tax returns for numerous states, reviews fixed asset detail reports for reasonableness and accuracy, validates associated billings, and processes the payments.
3. Reviews the work of other staff accountants and provides general support.
4. Works to be reviewed includes deadline-driven tax return accuracy, monthly account analyses, and the reasonableness of account balances.
5. Assists in the monthly close process by analyzing and reconciling sales tax accrual accounts, use tax accrual accounts, wire payment account, audit payment schedule, and keeping detailed schedules on each account.
6. Serves as the company lead on sales and use tax audits for assigned jurisdictions.
7. Audit duties include providing detailed schedules, customized ledger queries, regular communication with personnel in the field, and regular contact with the auditor.
8. Researches state sales tax regulations for transaction taxability and how it relates to the company's current and potential future operations.

Experience

5-7 Years

Level

Executive

Education

Masters of Science