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10+ years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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.
6-10 years of experience
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.
10+ years of experience
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).
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
Prepared over 75 state and local sales & use tax returns and reconciled sales tax liability accounts with sales tax collection reports monthly
- Reviewed customer sales tax exemption certificates
- Performed research as needed to ensure proper compliance
- Assisted with sales & use tax audits
- Prepared personal property tax, business privilege tax returns, and other local tax returns
0-5 years of experience
Responsible for gathering, consolidating, and sorting the Life Insurance Companies’ data to calculate the Reserves and the impact to Taxable Income for Tax Return, estimated payments, and forecast
- Partner with the Business Units to understand key drivers of taxable income for forecasted and actual results
- Researched I.R.C.s and Treasury Regulations to determine the tax consequences for new products and acquisitions
- Accepted additional responsibilities in the absence of the Director, trained an intern on several key functions of the role and oversaw the work to ensure quality during tight deadlines
- Developed concise procedures manual for all major processes
- Prepared Tax Returns for a Life Company and Captive Companies by completing and reviewing the 1120L Form, Schedule M-3, Provision to Return, and Deferred Tax Inventory
0-5 years of experience
Prepared the consolidate Form 8865 and reviewed all Forms 5471 and 8858 which rolled up into the foreign partnership
- Calculated and/or reviewed of all E&P and taxable income calculations and analyze any provision to return differences
- Monitored and calculated Subpart F income for all foreign subsidiaries
- Reviewed and translated all foreign tax returns for E&P true-up calculation purposes
- Worked with different business controllers to understand the trend to project earnings and profit and taxable income worldwide across all business lines
- Calculated the foreign tax credit position for the roll-up of all foreign entities
- Maintained and enhanced information gathering procedures such as tax reporting packages, schedules and models for the ongoing analysis of all foreign subsidiaries’ past, present, and forecasted performance
- Assisted in the review of US income tax provision for assigned foreign entities
0-5 years of experience
Primary responsibilities include planning and compliance associated with state income tax, sales and use, and property tax processes for specific jurisdictions within Ryerson’s consolidated group.
- Prepared and complete state income tax estimate and extensions for assigned states.
- Prepared annual state income and franchise returns for assigned states.
- Prepared sales and use tax returns for over 20 states and jurisdictions.
- Managed sales and use tax audits for assigned jurisdictions.
- Prepared property tax returns.
- Researched and analyzed impact of changes in state tax laws.
0-5 years of experience
Reviewed monthly postings and collection of sales and use data to support and prepare jurisdiction filings for 50% of state filings. Created processes to streamline sales and use tax filings for better efficiency.
- Developed an audit program for departments self-audit.
- Supported state, regulatory and internal audit requests.
- Analyzed and reconciled sales and use tax liability accounts and accruals booked by other accounting groups.
- Managed property tax filings and worked with other departments to gather data.
0-5 years of experience
Performed daily reconciliation of tax ledgers and monitored daily reports to prevent errors. Submitted weekly payment of NRA taxes to IRS. Established and monitored Qualified (QI) and Non-qualified Intermediary accounts (NQI) and making adjustments as necessary.
- Responsible for monitoring and responding to email requests received by branch offices and other departments within allotted time period of 24 to 48 hours.
- Monitored Rule 302 situations that impact non-resident clients, assessed its effect on tax ledger and validated applications supporting the reversal of the Rule 302 taxes.
- Prepared 1042-S and Puerto Rico year-end tax forms.
0-5 years of experience
Designed tax outline interview flow questions that accurately and efficiently collect taxpayer data
- Communicated with software developer about bugs in federal/state tax issues such calculations, logics and forms; Verified bugs after updated program is released for testing
- Reviewed programs for additional validations that will prevent federal/state rejects or user error
- Monitored results of the tax season release
- Achieved current knowledge on federal and state tax instructions and publication changes
0-5 years of experience
Interpreted complex IRS federal audit changes as needed in order to amend client returns for large scale RAR and Federal 1120X projects.
- Organized and managed under supervision of tax director, full scale state income tax reviews targeting client’s savings opportunities and compliance as well as exposure.
- Supervised and mentored staff on multiple ongoing client engagements. Reviewed returns for accuracy and completeness.
- Prepared large volume of business personal property tax returns per season, utilizing PTMS.
- Communicated directly with state & local assessors to resolve issues as related to property tax compliance and reporting.
0-5 years of experience
Prepared Business Personal Property Tax returns for large publicly traded clientele (6000+ returns annually).
- Managed and directed Staff on compliance procedures and provided direction as needed.
- Managed and directed large scale client engagements under the supervision of tax director.
- Communicated directly with State and local assessors to resolve issues in a timely manner.
- Prepared correspondence on client’s behalf to state and local tax assessors.
0-5 years of experience
- Prepared and filed Form 1120-RIC, Form 8613 and Form TDF-90 for various mutual funds.
- Estimated net Income and calculated dividend rate for mutual funds.
- Created excel spreadsheet used to analyze adjustment to reconcile mutual fund with a tax year end that is different then the fiscal year end.
- Researched and wrote technical procedures for various mutual fund tax issues.
- Provided external auditors documentation to support various tax numbers.
0-5 years of experience
Plan and organize multiple audits to complete in an efficient manner as outlined in our regulations.
- Obtain and analyze facts and make appropriate determinations that are fair and impartial
- Carried out assigned tasks using audit/compliance tools such as statistical sampling, block sampling, managed audits, lexis-nexis.
- Gathered & compiled information to be included in pre-audit analysis
- Collected delinquent taxpayer accounts
- Carried out field calls to delinquent taxpayers place of business or residents
0-5 years of experience
Specialized in the preparation and review of over 30 various federal and state and local income tax returns including all combined state and local tax returns.
- Developed processes to improve the filing of over 800 local tax returns.
- Researched tax matters as they relate to the tax returns
- Reviewed tax returns prepared by junior staff.
- Performed audit of Bermuda factoring subsidiary.
6-10 years of experience
Completed and reconciled federal and state tax returns. Verified that accurate payments to the state were made on a timely basis.
- Completed due diligence to ensure using the accurate tax rate and deposit frequency 2009 successfully retrieved $225,000 over payment returned to the company.
- Completed monthly scorecards to identify the root cause of any penalty, interest and late payments.
- Responsible for record retention of hard drives and physical files on and off site.
0-5 years of experience
Responsible for filing of Sales and Use Taxes, Poison Control/Equalization 911 service, Municipal Franchise Fees, Right of Way, and Excise Taxes for all Valor entities.
- Extracted tax data from systems and manipulated information into compatible format for preparing tax returns for incumbent local and long distance exchange carriers and internet service providers. Reviewed prior month reports to determine if information was consistent; prepared treatment if necessary.
- Monitored tax return deadlines, requested payments, executed electronic funds transfers, prepared and filed returns and forms in a timely manner.
- Reconciled all Sales and Use tax accounts; and maintained on monthly basis.
- Assisted on special projects as requested. Tracked payments and forms due on Tax Tickler Master.
- Documented and expanded tax preparation and filing procedures for transaction tax compliance process to allow for back up execution.
- Transitioned and implemented the Kerrville tax returns to Valor format.
- Researched and implemented electronic tax return filing and tax payment for four states and Federal excise tax, using a different website system for each jurisdiction.
0-5 years of experience
Prepared the tax provision (quarterly, annual, and budget) and maintain cumulative deferred tax balances.
- Prepared federal pro-forma returns and company sub-consolidation.
- Prepared separate/combined/consolidated state filings.
- Prepared calculations of quarterly federal and state estimated income/franchise tax payments and annual extensions.
- Teamed with and provided necessary support to the tax provision group.
- Researched and resolution of tax issues.
- Assisted with ad hoc requests and special projects.
0-5 years of experience
Managed sales and use and personal property tax audits for 45 states
- Supervised multiple employees with sales and use and personal property tax compliance
- Prepared state and local tax compliance including ASC740 analysis and calculations
- Developed process to validate sales taxes collected and paid and timely filing calendar
- Prepared and balanced general ledger entries for all aspects of sales and use and personal property taxes
- Implemented and updated Sarbanes-Oxley procedures for entire tax department
- Processed monthly account reconciliations for all sales and use and personal property taxes for management
0-5 years of experience
Prepare and file personal property tax fillings. That includes gathering information from internal groups and compiling the necessary data for import into EPTX.
- Complete an Excel reconciliation file, using Pivot tables and a variety of formulas to verify that all numbers ties to the Fixed Assets balance sheet.
- Compile the necessary files for conducting an audit or appeal for the appropriate state or jurisdiction, which may include preparing the necessary analysis and metrics.
- Addressed and resolved non-routine, complex and unexpected variances.
- Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
0-5 years of experience
- Performed quantitative analysis for personal and business borrowers in line with federal regulatory guidelines
- Recruited to join a specialty team of analysts responsible for all cash flow analysis for second-lien products
- Research and examine credit risks, assess credit history, and approve or disapprove extension of credit
- Analyze financial information, such as personal and corporate tax returns, financial statements and profit and loss statements
- Responsible for cash flow analysis for the home equity second lien portfolio generated from approximately 5,000 legacy Wachovia branches on the east coast and mid south.
- Developed tracking models for managers, maintained databases, and evaluated new policy and procedures
0-5 years of experience
Managed and coached two employees and reviewed sales/use tax returns monthly for multiple entities. Provided guidance and assistance as needed.
- Prepared approximately 100 sales/use tax returns monthly.
- Automated a business unit’s data to Vertex Software package, reducing tax return preparation from weeks to two weeks down to four days.
- Filed multiple refund claims for sales and use tax, recovering $1.2M in FY10 and $1M in FY11.
- Worked with auditors to provide documentation, review assessments in detail and respond to questions in a timely manner. Received five “no change” audits in FY11 for one business unit of JCI.
- Managed and analyzed several different balance sheet accounts.
- Prepared monthly journal entries of sales and use payments for multiple divisions in the company.
- Provided support to both internal and external customers on a daily basis.
0-5 years of experience
Assisted in the preparation of over 10,000 Business Personal Property renditions for various clients
- Contacted assessors and collectors from numerous counties to save time and tax liability for our clients
- Initiated over 50 valuation appeals averaging 10% in total tax liability reduction for various local and national clients
- Established county tax assessor relationships and resolved questions regarding tax documents
- Prepared supporting documentation for Real Property appeals for various states including TX, FL, and IL
- Worked with local and national assessors to determine fair valuation with Business Personal Property and Real Estate
- Accountable for filing timely returns and project management for up to five assigned clients
- Received consistent recognition for taking initiative and completing duties long before they became due
- Gained an exceptional understanding of property taxes and how various industries are impacted by them
0-5 years of experience
Managed the upload of tax bill and assessments according established standards
- Successfully transitioned the fleet check process to Chicago
- Created a standard operation procedure (sop) and trained team members on fleet check process
- Expedited responses to internal and external customers regarding inquires in a timely manner
- Timely and efficiently completed daily task and special project when assigned
0-5 years of experience
Prepared Forms 1120, 1065 of federal returns, state and local income tax returns for CHI’s entities in 20 states.
- Filed Forms 926, 8886, and 8865 for CHI’s Investment Trust Returns.
- Filed Forms 990, 990-T for more than 20 CHI’s entities.
- Coordinated with accounting department to gather all documentations necessary for US Federal and State Tax filings.
- Researched Sales/Used tax issues for CHI’s entities in 20 States.
- Prepared multi-state allocation and apportionment schedules for CHI’s entities.
- Prepared tax provisions in accordance with FASB ASC 740.
- Monitored Federal and Multi-State tax legislations and regulations, and communicated to management and separate business units.
- Timely reviewed and responded more than 200 notices and other correspondences from IRS and Department of Revenue of 20 states, avoiding thousands of dollars of penalties and related interests.
0-5 years of experience
- Reviewed international tax packages.
- Prepared various memos to document uncertain tax positions
- Prepared international tax returns 5471’s, 8865’s, and 8858’s
- Prepared federal and state tax returns 1120’s
- Completed various memos documenting research and it impacted on the company
- Involved in calculating quarterly tax provision FAS109
- Identified and applied changes in tax policy
0-5 years of experience
Performed federal and state tax research on fixed assets, credits, business incentives, sales tax, payroll tax and filings using Checkpoint online service.
- Prepared comprehensive research regarding the tax effects and requirements of the GO Zone Act of 2005 affecting companies operating in Louisiana, Mississippi, and Florida. Prepared recommendations to management and methodology for gathering relevant data from affected properties.
- Prepared estimates, provision, tax returns and related workpapers. Prepared both separate and consolidated tax returns. Prepared federal tax returns and returns for California, Louisiana, Mississippi, Missouri, Pennsylvania and Indiana.
- Reviewed fixed assets for depreciation calculations. Participated in development of streamlined review process converting system output to Excel format.
- Responsible for InSource data importation to e-filing. Developed import templates for fixed assets and journal entries to speed input. Functioned as in-house e-filing expert.
- Collaborated with Pinnacle properties to obtain data for FAS 109 tax provision, estimates and tax returns.
- Calculated M-1 entries and maintained workpapers
- Prepared entries for intercompany transactions
- Developed spreadsheet-related process improvements to facilitate faster preparation of tax workpapers.
0-5 years of experience
- Collected Federal audit documents from Senior Vice President and organized them into Audit Manager, a shared database, for on-going Federal IRS Audit
- Coordinated with the Vice President of US Tax department to manage the digitization of tax documents
- Participated in Process mapping of US tax department which was then used for implementation of Cloud computing, calendar and workflow products
- Involved in integration of OneSource Workflow software with Microsoft Office and Outlook
- Maintained log for systematic digitization in preparation for cloud computing and sharing of data in a paperless environment
- Gathered State Net Operating Loss carry forward data and entered it into an Excel format that could be automated with OneSource State Tax Provision
- Maintained a log of Audit documents using Microsoft Excel
0-5 years of experience
- Maintained full responsibility for $1.2 billion REIT dividends cost analysis.
- Created weekly valuation reports for 18 investment clients, which minimized risk of incorrect allocation and distribution of bonds, mutual funds, and common stocks.
- Administered corporate operations, spin-offs, and tax rations for new accounts.
- Played a key role in converting the tax cost system from AS400 into SAP and AR3.
6-10 years of experience
- Prepared international portion of US Federal income tax information returns 5471, 8858.
- Calculated, analyzed and assisted with foreign income tax provision for 30 foreign countries.
- Analyzed and calculated current and deferred components of the international tax provision ASC740 -formerly FAS 109, Subpart F calculations and schedule M analysis.
- Researched and prepared quarterly foreign tax statutory schedule.
- Handled Earnings & Profit adjustment in compliance with United States GAAP, tax laws.
- Assisted and calculate foreign tax credits.
0-5 years of experience
Tested TaxWise income tax programs, Estimator and Fixed Asset products
- Provided product support for (primarily) Individual income tax returns, with additional support for Corporation & Partnership returns
- Prepared income tax returns for our EZ Refunds customers
- Designed and implemented PowerPoint (customer) training manuals and periodic update technical bulletins. Assisted in the training of Customer Service Reps.
- Prepared and presented webinars with related PowerPoint presentation.
- Supported customer-base for product support.
0-5 years of experience
Collaborate with several ITW business units to prepare and implement foreign-to-foreign and foreign-to-US transactions and evaluated the US/Foreign tax consequences of such transactions.
- Prepared various Tax Disclosures (Sections 332, 351, 367, 6038, etc.) and Forms (1140, 5471, 1116, 2555, TD F-22.1, etc) related to transactions with US and international implications.
- Prepared various elections when necessary, such as 338 Elections on Stock Acquisitions and Check the Box Elections on Foreign
- Prepared memos discussing various business acquisitions and divestitures including the business and tax affects of such deals.
- Researched various international and domestic related tax issues using CCH and other tax research software.
- Reviewed accounting journal entries and prepared any necessary tax adjustments.
- Managed and reviewed the work of staff, interns and consultants on above tasks along with various other projects.
0-5 years of experience
Reviewed and prepared corporate/partnership federal, state, and local tax workpapers and tax returns for Private Equity and Hedge Fund clients ranging from $15 Billion to $60 Billion Assets under management (AUM)
- Performed security analysis with debt instruments to compute Original Issue Discount & Market Discount, and Straddle Analysis from offsetting stocks and options to understand clients underlying business and tax implications
- Reconciled book income to taxable income through M-1 adjustments and reclasses
- Gained familiarity with fund of funds and master feeder structures to minimize taxable income
- Supervised 3 interns in order to setup PDF Checking tool under tight 2 week deadline
10+ years of experience
Responsible for the preparation of Sales & Use Tax returns for two multi-state companies.
- Responsible for employment taxes for 4 multi-state companies within the corporate structure
- Improved procedures for the payment and reconciliation of payroll taxes, including on-line reporting and payments
- Reduced the need for multiple reports and approvals in the payment of payroll taxes.
- Assisted with the training of payroll coordinators.
0-5 years of experience
Received & Identified all incoming all tax bills and assessment notices in a timely manner
- Determined jurisdictional or client assignments for mail distribution
- Copied, scanned and sorted tax bill information in the system for transmitting to other offices
- Identified and forward owner mail to clients in a timely manner
- Assisted with preparation for board hearings by copying, collating and binding documentation
- Called Collectors to received tax bills and confirm payments were received
- Acquired knowledge of property tax jurisdictions throughout the country including Protest deadlines, Appeal deadlines
6-10 years of experience
Reviewed quarterly & annual tax provision and tax payables for business locations in multiple
international jurisdictions
- Prepared work papers for the US Hybrid Branch provision & tax return
- Assisted with computation of foreign tax credits
- Prepared quarterly & annual consolidated tax cash paid/(refund) by jurisdiction schedule
- Assisted federal compliance with the annual Fixed Asset reconciliations
- Reviewed tax planning strategies for current year tax impact
- Prepared Section 987 calculations for the US inbound entities.
0-5 years of experience
Reviewed and prepared corporate federal and state tax returns, estimates and extensions.
- Calculated deferred taxes and current provision for proper FAS109 financial reporting.
- Reconciled monthly journal entries to current, deferred and Fin 48 tax accounts.
- Reviewed SOX compliance testing workpapers quarterly.
- Researched tax planning opportunities that affect [company name]’s current and deferred tax liability.
- Forecast of tax expense and effective tax rate for planning and budgeting.
- Reviewed tax basis balance sheet for accuracy.
- Assisted on 10K tax footnote preparation.
0-5 years of experience
- Coordinated the annual production of 1099, 1042S and 5498 forms for clients and IRS reporting.
- Collaborated with external print vendors, internal departments, recordkeeping vendors and both internal & external system support associates.
- Established tax reporting criteria as guidelines to manage mutual funds.
- Maintained and updated the criteria with regulatory changes and revisions that are communicated through IRS notifications. (Ex. Tax treaty issues, cost basis reporting, etc.)
- Maintenance of a repository of research documents in support of tax treaties and tax reclamation processes, regulatory issues, and other pertinent global withholding tax information.
- Monitored daily balance of federal withholding monies to ensure the proper documentation (W8 and W9 form) and transmission of those monies per IRS Regulations.
- Served as resource of for tax related inquiries from internal business units and individual investors.
0-5 years of experience
Prepared state sales & use returns to include monitoring sales/purchase activity in SAP system on a monthly basis
- Prepared separate company and combined state tax returns, including estimated tax payments and extensions
- Prepared excise tax returns – Form 720
- Prepared federal income tax returns for foreign corporations – Form 1120-F
- Maintained depreciation balances in FAS 100 software
0-5 years of experience
- Assisted with Federal(Form 1120 and 1120S) and State tax returns preparations and filings
- Assisted with year end provision, including prepare return to provision true up, effective tax rate reconciliation, etc.
- Maintained tax fixed assets schedules
- Prepared sales and use tax returns
- Supported tax audits, including retrieving archived data, as well as reported on assigned topics
- Transfer pricing, IRS IDR and FIN48 documentation
- Assisted with Form 5471 preparation and Subpart F income calculation
0-5 years of experience
Prepare Form 1041’s, 1065’s, 1120/1120-F’s, and 990/990-T’s for CPA review prior to E-Filing.
- File tax returns for entities located in California, Oregon, Idaho, Iowa, Ohio, Michigan, Nebraska and Maryland, which range from $1M to $1B in assets.
- SALT compliance experience in multiple states and cities stretching from Maryland to California.
- Analyze the effects, in errors of financial reporting, on tax compliance.
- Query online research tools, CCH Intelliconnect, in order to provide meaningful technical advice to colleagues.
- Develop processes, tailored checklists, to facilitate faster tax preparation time, and to minimize labor expense.
0-5 years of experience
Lead and implement annual compliance policies and procedures for a Fortune 500 company generating $26.5 billion in revenue for FY14.
- Manage relationships with internal and external customers both domestic and abroad, thereby establishing the rapport necessary to drive solutions to existing issues.
- Audit and analyze monthly tax entity hierarchy reports to resolve issues arising from business structure changes.
- Spearhead efforts on process improvements to develop and implement continuous enhancements to monthly journal submissions process.
- Analyze foreign entity financials and supporting data in order to ensure reconciled balances are accurate.
- Perform reconciliation of payroll accrued liabilities pertaining to expatriate activities while verifying account balance coincides with company’s trial balance.
Tax Analyst Duties and Responsibilities
Daily job duties for tax analysts vary based on the complexity of the taxes they’re filing and the assets, expenses, and deductions associated with the business or individual for whom they are preparing tax forms. These core tasks, however, are commonly associated with the job:
Prepare and File Tax Returns Tax analysts prepare all tax returns and review the documents for accuracy. They then file tax returns before federal and state tax deadlines.
Prepare Quarterly Tax Payments Tax analysts prepare quarterly tax payments every three months and file these payments with the appropriate corresponding paperwork.
Make Recommendations Tax analysts make recommendations about tax returns regarding tax breaks, expenses, deductions, and other ways to save on tax payments.
Stay Updated on Tax Law Tax analysts stay up to date on all tax laws and changes.
Make Calculations Tax analysts calculate taxes owed, savings gained through deductions, and expenses that affect final tax estimates.
Tax Analyst Skills and Qualifications
Tax analysts are highly detail-oriented professionals who use a strong grasp of mathematics and excellent tax know-how to manage all tax paperwork for their company or client. Employers and individuals who hire tax analysts look for professionals who have all the skills essential to performing well, including:
- Computer skills – tax analysts work with digital forms and online tax filing systems, which requires good computer skills
- Mathematics – tax analysts use math skills to accurately record and transcribe detailed financial information into tax forms
- Analytical thinking – tax analysts create highly detailed tax reports and fill out tax forms accurately, which requires analytical skills
- Attention to detail – because every number on every tax form must be precise and accurate, tax analysts need excellent attention to detail to ensure that all paperwork is letter-perfect
- Communication skills – tax analysts make recommendations and explain tax processes, which requires good verbal communication skills
- Time management – tax analysts use strong time management to meet all tax deadlines
Tax Analyst Education and Training
Employers seek tax analysts who have a bachelor’s degree in accounting, finance, or a related field of study. Some employers additionally require tax analysts to have previous work experience in a tax or business office environment. No training is provided to tax analysts, who already have the education and skills needed to prepare tax forms. Candidates are also expected to have a thorough understanding of tax laws, tax forms, and the types of taxes. Once hired, tax analysts begin performing their regular job duties immediately.
Tax Analyst Salary and Outlook
According to PayScale job data, tax analysts earn $57,804 in median annual income. Job data provided by the Bureau of Labor Statistics (BLS) shows that tax examiners and collectors and revenue agents earn $53,130 annually. Like tax analysts, these agents determine how much money individuals and businesses owe in taxes and prepare tax returns. The BLS estimates that jobs in this field will experience little to no change through 2026. Tax analysts who find full-time employment through a business typically receive full benefit packages that include health insurance with dental and vision coverage. Life insurance and 401(k) retirement options come standard in these packages. Paid vacation days, sick days, and holidays are also typically offered. Some companies additionally provide profit-sharing bonuses in addition to base salary. Part-time tax analysts and professionals who work on an independent contractor basis do not receive benefits and must manage their own healthcare and other needs.
Helpful Resources
Browse these books and websites to find jobs, news updates, training opportunities, and techniques for professional tax analysts:
Tax Technology Association – visit this website to explore training webinars, look for jobs in the tax industry, and find upcoming events for tax professionals
Anvil Tax Guide: An Ex-IRS Auditor’s Tips to Organizing Taxes – learn insider tax tips with this guide written by a former IRS auditor. The tips and techniques in this book help tax professionals take full advantage of the US tax system to use all loopholes, tax breaks, and money-saving tricks
Tax Analysts – stay up to date on all tax news and developments with this website, which keeps tax professionals in the loop on all tax laws and changes to tax codes
Green’s 2018 Trader Tax Guide: The Savvy Trader’s Guide to 2017 Tax Preparation and 2018 Tax Planning – this guide contains all the latest tax information as well as tips for mastering the newest tax laws. Information about cryptocurrency tax laws is included in the text
Government Finance Officers Association – find training programs, job listings, and resources for tax professionals at the GFOA website
How to Pay Zero Taxes, 2018: Your Guide to Every Tax Break the IRS Allows – learn more about tricky tax laws and tax forms, including capital gains, tax exemptions, and other tax deductions, with this book designed to help professionals avoid making big tax payments
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
