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Senior Tax Associate Resume Example

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SENIOR TAX ASSOCIATE
Professional Summary
Tax Accountant consistently recognized for a strong work ethic and exceeding expectations. Confident decision-maker with strict attention to detail and knack for working well under pressure. Seeking to bring a long history of exceptional work to a dynamic accountancy firm.
Core Qualifications
  • Microsoft Access
  • Word
  • Excel
  • PowerPoint
  • Tax expertise
  • Federal and state tax regulations
  • Time management
Experience
08/2014 to Current
Senior Tax Associate JPMorgan Chase Alternative Investments － New York, NY
  • Review FATCA and UKCDOT xml schemas to be reported to the Cayman AEOI portal.
  • Reviewing hedge fund and private equity offering and closing documents as funds are launched.
  • Respond to tax technical client and investor relations inquiries.
  • Assist external tax preparers in communicating with fund managers and administrators related to tax issues.
  • Coordinate with external tax preparers to complete and file federal, state, local and international tax returns.
  • Review federal, state and local tax returns and client tax documents for private equity, real estate and hedge funds.
  • Ensure timely filing of federal, state, local and international tax returns.
  • Ensure timely distribution of tax documents to clients.
  • Analyze fund level tax characteristics for front office and business management reporting.
  • Analyze distribution notices received from the fund accounting team to determine the applicable withholding rate.
  • Liaise with Big 4 firms to prepare tax work papers for third parties clients providing necessary information to prepare tax returns.
  • Review 1099B and 1099 DIV.
11/2011 to 08/2014
Senior Tax Associate JPMorgan Chase - Private Equity Services, Inc － New York, NY
  • Coordinate with fund accounting team to obtain necessary financial statements and accounting information to prepare and review tax work papers.
  • Analyze distribution notices received from the fund accounting team to determine the necessary withholding implications to foreign investors by identifying ECI/FDAP sourced income.
  • Prepare tax journal entries in Investran to assist in preparing work papers and applying special allocation rules to income and expenses in accordance to partnership agreements.
  • Review and perform year-end tax reconciliation from general ledger, trial balance and profit and loss statements to taxable income.
  • Analyze and review book-tax M1 adjustments, partnership agreements, partners tax allocations, including tax waterfalls.
  • Review other staff members' tax work papers to verify accuracy and completeness.
  • Liaise with Big 4 firms to prepare tax work papers for third parties clients providing necessary information to prepare tax returns.
  • Prepare federal, state and local tax returns, extensions and quarterly estimates utilizing One Source and other tax software; prepare international tax filings (Forms 8865, 5471, 8621, 1042, 926, etc.).
  • Participate in client conference calls providing tax advice and establishing strict timelines to deliver tax products.
  • Analyze legal entity structures and organizational flow charts for private equity funds including offshore vehicles and check-the-box entities and the potential filing requirements for foreign investors.
  • Prepared 1065 U.S.
  • Return of Partnership Income and 1042 Annual Withholding Tax Return for U.S.
  • Source Income of Foreign Persons.
06/2008 to 11/2011
Tax Accountant Citigroup - Private Equity Services, Inc － New York, NY
  • Prepared over 15 (1065 U.S.
  • Return of Partnership Income), 120 (1120 U.S.
  • Corporation Income Tax Returns), 1042 Annual Withholding Tax Return for U.S.
  • Source Income of Foreign Persons and various State Tax Returns using Gosystem and Prosystem software.
  • Analyze clients' financial statement to interpret proper classifications from GAAP to tax accounting.
  • Prepared filing instructions and extension forms on T- Letters.
  • Responded to IRS and State tax notices in a timely manner.
  • Prepared tax work papers and quarterly estimated taxes for each partner, using their allocation percentage.
  • Created client folders with source documents and work papers.
  • Analyzed private equity fund financials for the preparation of tax work papers.
  • Interpret fund structures to ensure each entity on the chain picks up the appropriate income and expense, discloses reportable information related to affiliates, and understand the use of different entity type such as corporations as blockers for tax exempt and foreign partners.
  • Review partnership agreements to ensure the correct allocations of capital contributions, distributions, transfers and income/expense items.
  • Participated in tax research projects and utilize various tax research tools.
  • Interaction with clients and accounting department on a daily basis during busy season to obtain information for preparing tax returns completely and accurately.
Education
2008
B.B.A: Accountancy Psychology Baruch College － New York, NY Accountancy Psychology
2004
B.A: Business Management/Economics Stony Brook University － Stony Brook, NY Business Management/Economics
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Resume Overview

Companies Worked For:

  • JPMorgan Chase Alternative Investments
  • JPMorgan Chase - Private Equity Services, Inc
  • Citigroup - Private Equity Services, Inc

School Attended

  • Baruch College
  • Stony Brook University

Job Titles Held:

  • Senior Tax Associate
  • Tax Accountant

Degrees

  • B.B.A : Accountancy Psychology
    B.A : Business Management/Economics

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