Tax Analyst Resume Samples

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Tax Analysts are responsible for analyzing tax liabilities and helping their clients pay the least amount of taxes without breaking the law. Typical work activities listed on a Tax Analyst resume sample are filling tax returns, doing paperwork, and making sure the company respects fiscal regulations and industry best practices. Based on our collection of sample resumes, essential qualifications for this role are business acumen, analytical thinking, computer proficiency, and teamwork. Most Tax Analysts hold a Bachelor's Degree in tax or accounting.

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1

Tax Analyst

Streamlined a finely tune transaction tax department, fostering a collaborative environment that improved individual accountability and productivity by 67%.

  • Improved accuracy of monthly and quarterly folio reports by 63% for general managers and front desk representatives for the identification exempt state, county and local laws and regulations through creation of standardize procedures and tax exempt matrices.
  • Communicate with state and local government to maintain updated tax information for 14 states.
  • Managed licensing updates, renewals, and applications for acquisition properties at 156 hotels and inns.
  • Facilitated training with general managers and regional vice presidents to ensure accurate weekly and monthly tax accounting reports in compliance with state and local reporting regulations.
  • Registered online filings to reduce unnecessary use of paper by 50% for 156 of assigned hotels.
Candidate Info
11
years in
workforce
11
years
at this job
Architecture And Design Studies
2

Tax Analyst

Prepared and filed Form 1120 federal income tax return (including Form 5471 for international tax) and over 100 state and local income and franchise tax returns.

  • Supervised and streamlined the filing of all sales and use tax returns, personal property tax returns, business licenses, and annual reports in all 50 states.
  • Prepared the quarterly and end-of-year income tax provision (FAS 109).
  • Calculated federal and state estimated tax payments and identified tax saving opportunities.
  • As part of the Treasury Department, reconciled daily bank reports, oversaw payment to various government entities, distributed daily sales and borrowing reports to bank entities, and prepared EFT and wire payments to affiliates and vendors as needed.
  • Saved company over $250,000 by successfully reducing proposed audit adjustments on sales tax, penalty, and interest.
Candidate Info
11
years in
workforce
3
years
at this job
BA
Liberal Arts
MBA
Accounting
3

Tax Analyst

Prepared and filed Form 1120 federal income tax return (including Form 5471 for international tax) and over 100 state and local income and franchise tax returns.

  • Supervised and streamlined the filing of all sales and use tax returns, personal property tax returns, business licenses, and annual reports in all 50 states.
  • Prepared the quarterly and end-of-year income tax provision (FAS 109).
  • Calculated federal and state estimated tax payments and identified tax saving opportunities.
  • As part of the Treasury Department, reconciled daily bank reports, oversaw payment to various government entities, distributed daily sales and borrowing reports to bank entities, and prepared EFT and wire payments to affiliates and vendors as needed.
  • Saved company over $250,000 by successfully reducing proposed audit adjustments on sales tax, penalty, and interest.
Candidate Info
11
years in
workforce
3
years
at this job
BA
Liberal Arts
MBA
Accounting
4

Tax Analyst

Maintained & utilized technical knowledge to ensure State & Local compliance and Sarbanes-Oxley was met and maintained. Reviewed & prepared Monthly/Quarterly multi-state Sales & Use Returns, GST/HST Returns, Severance Returns, Reclamation Fees, Estimated Tax Deposits. Prepared various schedules used for the Income Tax Return & Tax Provision utilizing ASC 740/FIN 48 tax accounting.

  • Successfully recommended modifications to accounting principles to increase efficiency and effectiveness.
  • Managed audits and provided continual feedback of the assessment impact saving the company over $2.7m. Initiated process & procedure changes in order to resolve any problems.
  • Worked with Technical liaison to identify, develop, test, streamline and implement changes in tax compliance systems and tax matrices increasing efficiency & effectiveness.
  • Advised team members on target and goals of work issues and review their performance.
Candidate Info
13
years in
workforce
7
years
at this job
BBA
Accounting
MA
Master of Arts
Cpa
5

Escrow Report Processor/tax Analyst

Obtain and document current and delinquent property tax information through coordination of electronic, written and verbal correspondence with taxing authorities nationwide.

  • Identification of real estate parcels using legal descriptions, GIS, and additional electronic resources.
  • Extensive use of QWS3270 PLUS software for mainframe connectivity; manipulation of electronic files to resolve formatting issues in MS Access and Excel.
  • Analysis of assessment and tax data to determine relevant information and when necessary, calculation of disbursement figures and delinquent redemption amounts.
  • Integral part of continual achievement of operational goal defined as achieving 99.7% timely reporting of contracted loans.
  • Initiated cost cutting audits in several geographic areas resulting in approximately $2,000 in reduced operating expenses.
  • Provided mentorship to new hires and drafted training reference materials (File Transfer Protocol, Internal Processes).
Candidate Info
16
years in
workforce
13
years
at this job
BS
Finance
6

Tax Analyst

Worked with management and outside auditors on all tax related functions for newly
formed corporation.

  • Researched laws regarding the taxation of innovative technology.
  • Responsible for all filings and correspondence relative to governmental agencies
  • Assisted in the preparation and filing of income/franchise tax estimates and returns.
  • Participated in maintaining tax department controls to comply with SOX 404.
  • Created and monitored department calendar to ensure all timely filings.
Candidate Info
17
years in
workforce
4
years
at this job
BA
Accounting
7

Senior Tax Analyst (consultant Ii)

Led a team of five for four months during busy season. Worked on Partnership Tax Compliance project with 20 funds valued at nearly $4 B USD.

  • Received Applause Award for exceptional performance on a client deliverable in February 2012 and selected for Spot Award in October in 2012 for exceeding expectations on team projects.
  • Managed five-month US Tax form project that affected 10 departments including researching K-1 form tax changes in all 52 states and successfully updating Deloitte files and logic within forms.
  • Ensured 100% accuracy in partner tax filings by implementing a testing process that identified inconsistencies between Deloitte forms and Go Systems forms.
  • Collaborated with US counterpart to manage project workflow and communicated process / status updates daily.
  • Liaised between US and Indian teams while successfully handling eight client engagements in the peak seasons for some of the largest partnerships in the US.
  • Managed onboarding for four new team members by providing mentorship and work process training.
  • Developed potential client profile reports and marketing presentations for US Tax Managers.
  • Coordinated kick off calls, agenda setup and meeting notes for the engagement teams including status updates reviews, process memos and billing for all eight clients
Candidate Info
6
years in
workforce
1
year
at this job
HS
Business Management
BA
Commerce
MBA
Master of Business Administration
8

Cost Basis Tax Analyst (consultant)

Analyzed cost basis calculations, accounting methods, transfer of assets, wash sales, and specific lot designations on sales or gifting of shares

  • Provided client support to address cost basis discrepancies for year end tax reporting
  • Processed cost basis updates on incoming transfers received to the cost basis system and identify covered or uncovered securities from the incoming transfers
  • Maintained the reconciliation of tax general ledger accounts
  • Resolved exception cost basis issues such as technical shorts and out of balance positions in the tax lot accounting system
  • Researched the cost basis for complex corporate actions, which includes one to many mergers and tenders, cash and share distributions, spin-offs, and name changes through vendor, SEC filings, and company's websites to ensure proper adjustments for impacted holders
  • Validated that the distributions, cost basis, and gain/loss information for all securities are correctly presented on the 1099 tax form and monthly statements
Candidate Info
8
years in
workforce
1
year
at this job
BS
Business Administration
MA
Finance
9

Senior Tax Analyst

Team lead for investment funds representing over $600M of committed capital. Performed 100% of the data analysis and managed workflow, liaising with 100+ external parties while communicating status to team.

  • Interviewed Fund Accounting team to investigate income recognition methods for credit default swaps, interest rate swaps, partnership swaps, and swaps on indices.
  • Interpreted and applied government regulations, translating income and expense items from GAAP accounting to tax amounts.
  • Analyzed hedge fund activity for direct and indirect trading. Created work papers to track restructuring activity, investor redemptions, and transfers. Improved productivity by 20% using simple Excel functions to unify disparate reports.
  • Calculated tax estimates and effectively-connected income for multi-tiered partnerships with nexus in 30+ state and local jurisdictions.
Candidate Info
6
years in
workforce
9
months
at this job
BA
Bachelor of Arts
MA
Accountancy
10

Tax Analyst

Provided thorough, computerized tax preparation for businesses (using forms 1020, 1065, and necessary schedules such as Schedule C) and individuals (using form 1040 and necessary schedules) for approximately 60-70 clients.

  • Calculated sales tax and depreciation of different wealth of the clients.
  • Consulted clients about investment strategies to minimize their tax.
  • Performed bank reconciliations and payroll services for small business and corporations.
  • Generated all financial reports such as balance sheet and income statement for small businesses.
Candidate Info
6
months in
workforce
6
months
at this job
BA
Accounting And Economics

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