Tax Reporting Analyst Resume Sample
Naomie Greenholt
481 Simonis Trail,
Detroit,
MI
+1 (555) 673 9722
Work Experience
Senior Tax Reporting Analyst
02/2018
-
PRESENT
Phoenix, AZ
- Tax compliance, provisions, and tax accounting: 100%
- Lead and/or support projects of varying complexity through to completion
- Attend industry meetings and maintain an understanding of industry/competitor processes
- Prepare taxable income calculation of investment vehicles such as mutual fund corporations and limited partnerships, able to keep track of tax and accounting temporary differences such as tax based cost, income recognition due to corporate actions, tax elections, etc
- Review T3 factors for the issuance of tax slips
- Review Management Fee Rebate schedules
- Prepare consolidated HST returns of investment vehicles
- Read through security prospectus and determine if any special withholding or reporting requirements exist for both domestic and foreign (NRA) account holders
- Review and respond daily to a wide range of inquiries received from the field. Many of these inquiries involve detail analysis and research from a multitude of sources before a response can be rendered
Tax Reporting Analyst
08/2013
-
08/2017
San Francisco, CA
- LID’s primary business resource to coordinate with Corporate Tax on yearly tax reporting, quarterly state reporting, and various other tax reporting and withholding activities as it relates to distributions to our policy holders
- Organized with the ability to learn, adapt, and multitask
- Analytical, research, and intermediate math skills
- Work independently as directed and also within a team setting
- Market Standard dependent upon skills and experience
- Assist in ensuring quarterly and annual procedures are in compliance with department’s SOX control objectives and company policies
- Support TE initiatives to research and analyze OECD’s Base Erosion and Profit Shifting (BEPS) actions
- Passed the CPA exam with 2+ year’s public accounting experience in the tax department
Junior Tax Reporting Analyst
06/2009
-
02/2013
Houston, TX
- Review daily/weekly/monthly tax activity reports to ensure appropriate withholding and reporting
- Make all required payments to IRS on behalf of HSBC
- Work with Asset Services team to understand tax implications of corporate actions
- Represent HSBC at industry forums/meetings
- Act as secondary liaison with internal/external business partners
- Responsible for timely filing of all pertinent year end forms and filings (1042, 1099, etc)
- Keeping procedure documents current
- Monitor the department PEGA workbasket. Analyze tax form correction requests to ensure the request is I.R.C.-compliant and that adjustments are processed correctly; prepare the amended/corrected form via Convey. On a semi-annual basis, produce the Convey corrected IRS files for all tax forms to be sent to IRS
Education
Globe University / Minnesota School of Business
2004 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Strong verbal communication skills ? dealing with various business and operational units, Internal Revenue Service and vendors
- Strong verbal communication skills dealing with various business and operational units, Internal Revenue Service and vendors
- Strong verbal communication skills when dealing with various business and operational units, Internal Revenue Service and vendors
- Strong verbal communication skills; dealing with various business and operational units, Internal Revenue Service and vendors
- Excellent PC skills: SAP, Convey Taxport. Willing to train
- Excellent verbal and written communication skills needed with an emphasis in the customer service area
- Prior experience in accounting, tax filing and reporting, IT, payroll, or related area
How to write Tax Reporting Analyst Resume
Tax Reporting Analyst role is responsible for revenue, vendors, business, reporting, training, security, design, research, insurance, travel.
To write great resume for tax reporting analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Reporting Analyst Resume
The section contact information is important in your tax reporting analyst 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 Reporting Analyst Resume
The section work experience is an essential part of your tax reporting analyst 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 reporting analyst 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 reporting analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Reporting Analyst resume experience can include:
- Accounting or transaction (indirect) tax experience
- Assist with internal process improvement initiatives, including data gathering and record keeping
- Maintain knowledge and understanding of industry specific issues and their impact to the Company’s tax provision
- Participate in special projects and transactions, addressing the tax considerations for mergers, acquisitions, restructurings, and other transactions
- Conduct post implementation analysis to identify enhancements, workflow adjustments, and additional training needs
- Assist in the maintenance of standard operating procedures and policies
Education on a Tax Reporting Analyst Resume
Make sure to make education a priority on your tax reporting analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax reporting analyst 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 Reporting Analyst Resume
When listing skills on your tax reporting analyst 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 reporting analyst skills:
- Experience in tax accounting with strong overall knowledge of general accounting
- Effectively communicate timing and status
- Previous information reporting experience – 1099 Reporting, Deposits, Annual Reconciliations
- Previous experience working within a team environment in order to meet filing deadlines and requirements
- Solid understanding on Chapter 3 & 4 (compliance, documentation, requirements, etc.)
- Participate in projects that impact Tax reporting responsibilities and effectiveness
List of Typical Experience For a Tax Reporting Analyst Resume
1
Experience For Senior Tax Reporting Analyst Resume
- Participate in corporate and/or divisional projects that focus on complying with new and existing regulatory requirements and specifications, creating productivity enhancements that minimize TIAA-CREF’s exposure to penalties and interest charges, and maximize TIAA-CREF’s reputation as a diligent and prudent payer
- Participate on divisional projects that focus on complying with new and existing regulatory requirements and specifications, creating productivity enhancements that minimize TIAA-CREF’s exposure to penalties and interest charges, and maximize TIAA-CREF’s reputation as a diligent and prudent payer
- Participate on, and lead, departmental projects to streamline our functions and increase compliance controls. Design controls for new and existing systems and products and successfully implement recommendations
List of Typical Skills For a Tax Reporting Analyst Resume
1
Skills For Senior Tax Reporting Analyst Resume
- Regular communication with line manager, Query Management Team and Front Office (Client Advisors and Client Advisor Assistants) to ensure accurate and timely information
- Experience leading a team or process
- Self-motivated with a strong attention to detail and the ability to take ownership of a project, process and/or responsibility
- Work independently, prioritize responsibilities, and produce a quality work product
- Participate in quality control around all aspects of Canadian reporting and remitting
2
Skills For Custody Tax Reporting Analyst Resume
- Communication with other areas of Operations for problem solving
- Ensure all Canadian and US reporting and reconciliation is competed on or before established deadlines
- Ensure desk operating procedures are documented and kept current
- Understand and act on all interdependencies between CDN and Qualified Intermediary (QI) reporting and reconciliation queries
- Prepare and review of the quarterly US GAAP tax provision and related disclosures required for SEC reporting in accordance with ASC 740
- Liaison with other relevant areas such as IT as required
3
Skills For Participant Tax Reporting Analyst Resume
- Regular communication with custodian to ensure accurate and timely information
- Stay current with industry trends, regulatory changes
- CPA license and/or a Masters in Tax required
- Proven ability to research, comprehend and address complex technical tax matters and support/document tax positions based on knowledge/research of IRC and Treasury Regulations
- Team player with positive attitude and ability to be honest and encouraging with teammates
- Complete more complex analytical tax tasks on an as needed basis
4
Skills For Indirect Tax Reporting Analyst Resume
- Preparation and analysis of quarterly and year-end tax provision calculations
- Assist in maintaining the integrity of the OneSource Tax Provision (OTP) subledgers and ensure its integrity in support of the Company’s financial statements including reconciliations and analysis
- Assist is the tax accounting and reporting related to special projects and non-routine transactions (held-for-sale, discontinued operations, carve-out financial statements, restructurings, impairments, acquisitions)
- Accounting for uncertain tax positions in accordance with ASC 740, Accounting for Income Taxes, including related interest calculations and audit settlements
- Assist in the preparation of the Federal and State income tax returns for all domestic entities including supporting workpapers
- Preparation of Federal and State income tax returns for all domestic entities
- Maintenance and reconciliation of the company’s tax accounts and tax reserve calculations pursuant to FAS5 and FIN48
5
Skills For Junior Tax Reporting Analyst Resume
- Prepare and review documentation for Company’s external audit regarding tax accounting, footnote disclosure and overall financial reporting controls associated with taxes
- Documentation of GAAP and legislative developments and their impact to the Company’s effective tax rate
- Perform tax research and prepare appropriate memo documentation
- Prepare and update process documentation relevant to responsibilities
- Provide support to subsidiary controllers and other corporate departments with tax research and questions
- Prepare/review tax projections
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