Tax Analyst Resume Samples

Description :

1. Communicates with outside agents via email, for the purpose of providing technical tax information, tax law interpretation, and procedural information in order to ensure collection of all tax warrants issued by the DOR.
2. Provides assistance to outside agents advising of past collection activities, instructing and furnishing information with respect to collecting tax warrants for all tax types (sales, withholding, income, county innkeepers, food and beverage, motor vehicle, corporations, motor fuel, and special tax).
3. Recalls and advances Tax Warrants stages for the purpose of expediting collection activities.
4. Performs research on specific tax liabilities for the purpose of determining validity and accuracy.
5. Performs specific taxpayer research when requested Clearing, entering and mailing titles Checking and clearing background checks Performs related work as required.
6. Prepare simple and complex tax returns for individuals and small company.
7. Helps taxpayers by using their federal, state, and local codes and see to it that clients receive maximum benefit under the law of government.
8. Review financial records such as income statements and documentation of expenditures.

Experience

0-2 Years

Level

Entry Level

Education

Associate In Accounting

Description :

1. Planned and executed database searches for companies, incorporating financial information into a proprietary financial model and conducting economic, financial and accounting analyses to support transfer pricing positions of clients.
2. Assisted in conducting functional analysis interviews to identify clients' cross border transactions.
3. Prepared quality, practical approaches to the client's economic situation to improve tax efficiencies Assisted in preparation and maintenance all required documentation in support of transfer pricing positions.
4. Assisted in defending clients in transfer pricing audits before revenue authorities to support transfer pricing policies and positions.
5. Prepared the selected candidates for interview and taught the required skills.
6. Developed customer relationships, set up stalls at the career fairs and made candidates aware of the program.
7. Responsible for the global transfer pricing function, including research, analysis, financial computations, and process documentation.
8. Managed completion of market, functional, financial and economic/valuation analyzes.

Experience

7-10 Years

Level

Senior

Education

Business Administration

Description :

1. Design and edit the product interview content and government tax form data entry/data collection screens, working closely with the graphics department to produce mock-ups.
2. Code tax programs using ProSystem fx software, conduct product testing and debugging of tax programs to ensure accuracy and complete functionality.
3. Work closely with clients to establish problem specifications, system design, development and creating a test plan to ensure the quality of the products.
4. Execute manual and automated test scripts for assigned products and cross-test products designed by other analysts.
5. Verify the consistency of data that was extracted from the GeoTaxPub database (SQL) through SUM (Subscription Update Manager) and processed into flat files by creating and running SQL scripts in SQL server and then manually validating the results that are returned from the scripts to determine if any bug exists in the flat files.
6. Provide customer support for ProSystem fx products on an as-needed basis.
7. Ensure the compatibility of all application platform components, configurations and their upgrade levels in production and make necessary changes to the lab environment to match production.

Experience

2-5 Years

Level

Junior

Education

Business Management

Description :

1. Provide tax planning, research and compliance services to the investment entities and their investors.
2. Prepare year-end provisions, federal income tax returns, excise tax distribution calculations, federal excise tax returns, and year-end fund level shareholder reporting information for mutual funds.
3. Evaluate mergers, acquisitions, spin-offs and other corporate transactions to determine US tax impact.
4. Preform various tax research projects by utilizing CCH and RIA Checkpoint.
5. Prepare work papers for all book-tax difference computations including straddles, PFIC, derivatives, FTC reporting, RIC qualification, and shareholder reporting support.
6. Prepare uncertain tax positions to work papers under ASC 740.
7. Assist in response to external auditors for financial reporting under GAAP and various other requests for tax analysis of investments and shareholder impacts.
8. Prepare section 302 testing and foreign tax treaty documentation to get preferential tax treatment for funds.

Experience

2-5 Years

Level

Executive

Education

MBA In Accounting

Description :

1. Prepared and filed state sales and use tax returns while continually improving and accelerating the filing of returns by automating the flow of data during the compliance process.
2. Led the accumulation and analysis of the Federal and State Research and Development Credit data which included coordination with over 30 cost centers.
3. Worked independently preparing annual federal and state income tax returns, as well as interim provision analysis, preparing payments, and extensions.
4. Prepared multi-state personal property and real estate analysis and tax filings per statutory requirements.
5. Assisted with implementation of Corptax Compliance and One Source Tax Provision software while bringing compliance of the Federal income tax returns in house.
6. Completed sales tax exemption certificates, W9 requests, reconciled tax bills, and G/L accounts, and responded to IRS and state correspondence.
7. Mentored two new employees including onboarding and delegated and reviewed selected work.

Experience

5-7 Years

Level

Executive

Education

Bachelors Of Business

Description :

1. Prepares Reviews monthly surplus lines tax calculations and submissions for assigned states. and approves for filing monthly out-of-state surplus lines tax calculations for Financial Products division.
2. Reconciles tax reports to the general ledger and prepares checks.
3. Prepares for review, surplus lines tax reports for direct-filing states.
4. Reconciles tax reports to the general ledger and prepares checks and correcting journal entries for assigned states views and approves for filing monthly surplus lines tax submissions to the state for Financial Products division.
5. Prepares quarterly, semiannual or annual surplus lines tax reports for assigned states.
6. Researches surplus lines filing requirements when entering new states, changing requirements in existing states, and interfacing online filings.
7. Acts as a liaison between state tax authorities, IT department, and all operating departments to ensure compliance with state insurance tax law.

Experience

10+ Years

Level

Senior

Education

Business In Accounting

Description :

1. Involved in auditing, reviewing and sign-off on all sales and use tax returns and PPT returns.
2. Ensured that the filings and payments are done in a timely manner as per the tax calendar.
3. Managed sales and use tax audits including the review of the sampling methodologies, providing data and tax reconciliations, and reviewing preliminary audit findings.
4. Assisted with income tax including the preparation of various federal, state and local tax payments.
5. Responsible for preparing the property tax return and processing payments, after proper analysis and reconciliation Responsible for analyzing tax data for the entire unit, compiling spreadsheets and uploading information.
6. Performed audit of reports for accuracy and uploading them into the state's website to file electronically according to the payment requirements.
7. Involved in analysis and respond the correspondence from taxing authorities using SAP and other software.

Experience

7-10 Years

Level

Management

Education

Bachelor Of Science

Description :

1. Responsible for handling a variety of duties within the corporate tax department such as preparation of various federal and state tax returns for a manufacturing corporation with gross revenue of one billion dollars.
2. Conversion of book general ledgers to tax trial balances including depreciation schedules and analysis of general ledger accounts to generate book tax differences.
3. Determine federal and state quarterly estimated tax liabilities for approximately 20 different states for parent and sales subsidiaries.
4. Prepare estimated tax payments and cash forecast based on results.
5. Assist in federal, state and foreign tax audits by gathering requested information and corresponding with various taxing authorities.
6. Provide support in calculating the annual company tax provision.
7. Prepare IRS Forms 5471 (Foreign Information Returns) for approximately 20 foreign countries including conversion rate calculations.

Experience

7-10 Years

Level

Management

Education

Masters In Business

Description :

1. Research and calculate various Federal and State Tax Credits.
2. Develop knowledge of tax concepts related to credit and incentives and effectively apply to client related projects.
3. Maintain up to date files with current statutes and regulations for state tax incentives.
4. Build and maintain relationships with individuals from staff level to director level from state government agencies to ensure that our work product is in compliance with all state law requirements.
5. Provide direct support and collaboration with tax managers to effectively communicate with our clients and deliver projects to client's satisfaction.
6. Identify key information requirements for various tax credits and request missing information from client.
7. Create systems to help improve efficiency of our work product.
8. Support sales colleagues in identifying potential projects that are available to our clients.

Experience

2-5 Years

Level

Executive

Education

Accounting

Description :

1. Prepare and timely file Sales and Use Tax Returns for 15 entities and Personal Property Tax Returns in over 23 states.
2. Create and maintain accurate and appropriate work papers for multi-state sales tax returns and property tax returns.
3. Prepare accurate Tax Invoices in SAP to ensure our tax liabilities are settled in time.
4. Reach-out and obtain sales data from businesses, prepare and pivot data in excel to make it ready for tax compliance.
5. Communicate with States tax jurisdictions and businesses by mail, email, and phone to resolve tax-related issues.
6. Use Vertex Indirect tax software and PTMS for tax compliance and SharePoint for compliance documentation.
7. Have always met my multistate tax return deadlines and avoided late filing and late payment penalties.
8. Assisted in developing KPIs for the transactional tax team.

Experience

7-10 Years

Level

Consultant

Education

Accounting

Description :

1. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
2. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
3. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
4. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
5. Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
6. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
7. Calculate form preparation fees according to return complexity and processing time required.

Experience

7-10 Years

Level

Management

Education

BA In Communication

Description :

1. Communicated with customers to provide sensitive and confidential information in a professional and secure manner.
2. Established and maintained records, files, rules, and regulations concerning staff actions, support and automation.
3. Analyzed and evaluated data to identify actual or potential problems and trends.
4. Conducted security checks in accordance with all applicable laws and policies.
5. Prepared and reviewed work orders and directives prepared by others for availability of funds, adequacy of information, and compliance with requirements for account numbers.
6. Responsible for administering services including the processing of returns, applications, and registration.
7. Collected relevant data that had been identified as a processing or procedural issue and was needed for reporting purposes.

Experience

5-7 Years

Level

Executive

Education

Accounting

Description :

1. Prepared Federal and state income tax returns for various subsidiaries.
2. Keeping accurate backup with attention to detail was critical.
3. Prepared and/or reviewed premium tax returns for insurance subsidiaries where tight due dates were constant.
4. Coordinated information requests for premium tax returns which involved requesting detailed and complex data from numerous people.
5. Prepared quarterly income tax provisions are necessary to compute tax expense and estimated tax payments.
6. Reconciled tax accounts to the general ledger and identified unusual or incorrectly handled transactions.
7. Revisions made where necessary to correct the accounts.
8. Processed quarterly Federal tax payments and related intercompany transactions where timeliness and communication were important.

Experience

10+ Years

Level

Senior

Education

Master Of Business

Description :

1. Collected and processed tax information, interest, and mortgage statements, for the client.
2. Input and processed business and personal client information to determine client refund balances.
3. Collected, counted, and disbursed money, do basic bookkeeping and complete banking transactions.
4. Communicated with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders and address complaints.
5. Answered telephones, direct calls and take messages.
6. Compiled, copied, sorted, and filed records of office activities, business transactions, and other activities.
7. Operated office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.

Experience

7-10 Years

Level

Management

Education

Certificate In Medical

Description :

1. Assessed, coordinated and prepared federal and state income tax returns for various companies.
2. Analyzed the accounting and tax sections of the payments to suppliers and payroll.
3. Minimize the risk of the financial, accounting and tax areas through the implementation of controls.
4. Prepared consolidated financial statements for various companies and reported to the Shareholders' Meeting.
5. Coordinated and developed the audit work of the bond issuing, constructing and foreign investment companies.
6. Optimized the internal control of the development activities in each department.
7. Research rules and regulations for various states to defend tax assessments for various states audits.

Experience

7-10 Years

Level

Management

Education

Accounting