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Tax Associate Resume Example

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TAX ASSOCIATE
Professional Summary

Detail-oriented accountant with a background in financial analysis, 5 years at a large accounting firm, and CPA license in Washington and California. Contributing team player that is comfortable at working independently as needed. Wonderful work-ethic and interpersonal skills seeking a position at an established organization.

Skills
  • Collaborative Team Member
  • Extremely Organized
  • Multitasking
  • CPA License in WA & CA
  • Energetic and Proactive
  • Financial Reports & Analysis
  • Exceptional Microsoft Excel Skills
  • Project Management
  • Fixed Asset Deprecation
Work History
Tax Associate, 09/2011 to 09/2014
Company Name – City, State
Prepared tax returns and reviewed workpapers for Venture Capital and Real Estate clients. Worked heavily in allocations, book-to-tax adjustments, and foreign tax reporting.
P4 Student Advisor, 09/2008 to 05/2011
Company Name – City, State
Assisted with the development of a student professional program for the Dr. Robert Pamplin School of Business at the University of Portland. This program assisted students with professional skills, personal development, career placement, and overall vocation. My role was to provide the student perspective on what was needed for the program to succeed, as well as creating processes and marketing material.
Investment Analyst Intern, 09/2010 to 12/2010
Company Name – City, State
Researching and analyzing potential investments. Creating financial forecast models and analysis, as well as financial performance evaluations for current investments.
Senior Tax Associate, 09/2014 to Current
Company Name – City, State
Tax compliance and consulting for Hedge Fund, Fund of Fund, and Private Equity clients. Experience in foreign tax compliance, FATCA, and IRS audit.
Education
Bachelor of Science: Accounting, 2011
University of Portland - City, State
Bachelor of Science: Finance, 2011
University of Portland - City, State
Certifications

Certified Public Accountant (2012 - Present)

  • Washington
  • California
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Resume Overview

School Attended

  • University of Portland

Job Titles Held:

  • Tax Associate
  • P4 Student Advisor
  • Investment Analyst Intern
  • Senior Tax Associate

Degrees

  • Bachelor of Science : Accounting , 2011
    Bachelor of Science : Finance , 2011

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