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tax manager resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - - -
Professional Summary
Highly motivated, results oriented tax professional with expertise in State and Local Sales & Use, Gross Receipts, and Excise taxes, in addition to experience in State & Local Income, Franchise, Property and Federal taxes. Strengths include tax research & planning, audit representation, and tax compliance. Finance experience includes financial planning and analysis, competitive analysis, benchmarking, and budgeting. Tax Accountant with the strong work ethic and sense of ownership needed to excel in a government-regulated environment.
Skills
  • Financial reporting
  • Budget development
  • ProSystem FX (CCH) and Lacerte tax systems
  • US GAAP principles
  • Individual tax returns
  • Federal/State tax preparation
  • PeopleSoft and Essbase
  • Tax accounting
  • Corporate tax planning
  • Fiscal budgeting
  • Cash flow analysis
  • TurboTax
  • Vertex
  • CorpSales
  • InSource
  • AS400 Management
  • Larsen Financial
  • Oracle Financial
  • Hyperion Financial
  • Lean Six Sigma
Work History
11/2003 to Current
Tax Manager Rehmann Stuart, FL,
  • Compliance - Manage the Compliance process for more than 2000 Tax Returns per month that includes the following Tax Types: Federal, State, Local, Sales/Use and Gross Receipts Tax.
  • The process included Tax Registrations, Business License and updated Legislation review of any changes to our filings.
  • Managed the development of our SOX Key and Non-Key controls that includes analyzing, developing and executing policies/procedures for our current process.
  • Manage the Monthly Tax Accruals and Reconciliation process for all Tax Types.
  • Manage projects to improve cash flow and TOTI (Tax Other Than Income) opportunities.
  • Our internal Transaction Tax group generated $181M in Tax Benefits for 2011 as a result of Tax Planning.
  • Manage Special Projects to include working with technical liaison in Identifying, developing, testing, streamlining and implementing changes in Tax Compliance related systems.
  • Researched the taxation of Verizon's new product offerings involving "bundled" telecommunication services for taxability purposes.
  • Other research projects involved: researching the sales tax consequence of Verizon's sale of its land line operations in various States; researching the inclusion of various tax types in the gross receipts and sales tax base; performing a 50 state study on the sales tax consequence of occasional sales; and researching the gross receipts tax implications for Illinois Telecommunications, Indiana Gross Receipts Tax and Ohio Commercial Activity Tax Act.
  • Reviewed proposed legislation; provided input and feedback to various tax associations and telecommunications industry representatives concerning the advantages and disadvantages of proposed legislation to Verizon.
  • Audit Representation- Directed Tax Specialist in conducting pre-audit examinations, identifying potential audit issues, and quantifying results for Sales & Use, Gross Receipts & Excise tax audits within my scope of responsibility - on a regulated level; Met with State & Local government representatives to establish audit scope and methodology, e.g., sampling expenses and detailing capital asset acquisitions.
  • Interfaced with internal and external organizations to retrieve audit information; Reviewed audit work papers, filed protest letters and negotiated audit settlements when appropriate; Partnered with Tax Legal to formulate rebuttals, position papers, and defense strategy in anticipation of litigation; Assisted on the New York Franchise tax audit of Verizon New York, Inc.; Negotiating the settlement of major issues, i.e., bad debt per US 1120 versus uncollectible per the general ledger; Negotiated the favorable treatment of the Federal Communications Commission & New York Public Service Commission Subscriber & CLEC service performance penalties as rate adjustments rather than expenses charged against revenue.
  • Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
  • Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
  • Prepared accurate financial statements at end of the quarter.
  • Provided timely actuals, forecast and budget data for IT and corporate management.
  • Worked with management at the project level to ensure expense plans are achieved.
  • Worked with managers to develop annual expense plan goals.
  • Assisted management with the finalization of the annual expense plans.
  • Collected and reported monthly expense variances and explanations.
  • Performed periodic budgeting/modeling to project monthly cash requirements.
04/2000 to 10/2003
Sales & Property Tax Supervisor Aaron's Defiance, OH,
  • Sales and Use Tax
  • Responsible for Tax Compliance on a Monthly, Quarterly and Annually basis utilizing Vertex Quantum software. 
  • Managed and filed 117 returns on a Monthly basis for all Jurisdictions in which we have Nexus. 
  • Performed various updates to the software to ensure proper Tax Rates. 
  • Prepared Journal Entries to the General Ledger for reclassification on various transactions. 
  •  Reconciled the Sales and Use Tax accounts on a Quarterly basis utilizing the General Ledger from Document Direct, internal software. 
  • Assisted in Audits on a high volume that included the State of New York, California and the Multi-State Trade Commission.  
  • Performed detail research on overall Sales and Use Tax audits to minimize our liability and future exposure. 
  • Created internal Quantitative Analysis Report utilizing Excel spreadsheets to illustrate variances for our tax and non-tax liability transactions. 
  • Performed various researches for solving Sales Tax issues with Vendors and Internal Operations.  
  • Managed the Personal Property Tax utilizing the PTMS software. 
  • Performed a thorough search on all of our existing and non-existing Assets throughout our various locations in the United States.  
  • Processed tax bills for all jurisdictions we prepare renditions for, and in addition, update our system with Assessed Value notices to prepare such payments. 
  • Challenged the Appraisers with over stated assessments in accordance to our Rendered Value for each asset within its location.  
  • Prepared all Renditions for our 319 locations along with our Declaration of Property Owned statement generated from our PTMS software. 
  • Performed various projects that included locations with less than two assets on a Pro-Active basis. 
  • Supervised a department of three.
06/1997 to 03/2000
Senior Premium Tax Analyst Fireman's Fund McGee City, STATE,
  • Reviewed and Prepared our Premium taxes on Property and Casualty services.
  • Audit the Trial Balance to discover and correct differences between company records and the producer.
  • Communicated with producers, branch offices and underwriters to resolve differences and suspense.
  • Reviewed and prepared various statements for mailing to the producers.
  • Applied checks and accounts current for assigned territories to the WINS system.
  • Responsible for our East Coast branches and Latin America.
  • Assisted the Controller with our Corporate Tax Returns to ensure compliance for both Federal and State.
  • Posted necessary journal entries to the general ledger to offset loss ratio on insured claims.
  • Prepared accurate financial statements at end of the quarter.
  • Collected and reported monthly expense variances and explanations.
  • Assigned special projects and reported to the Treasurer.
03/1996 to 05/1997
Sales Tax Analyst Jack Larsen City, STATE,
  • Provided analytical services for pro-forma accounts and developed pro-forma statements and cash flow projects.
  • Analyzed and evaluated financial statements.
  • Document findings; prepare independent recommendations on advisability of granting credit for clientele.
  • Posted receivables to electronic spreadsheets (Lotus 6.0) and month-end journal entries on AS400 Management System- a highly technical software application.
  • Performed all accounting functions to include journal entries, receivables, deposits, bank reconciliation and trial balance.
  • I was responsible for monthly, quarterly and year-end Sales Tax returns compliance.
  • Assigned and maintained vendor identification files through an on-line computer system.
Education
Expected in 12 2011 to to
Master Certificate in Six Sigma: Lean Six Sigma - Black Belt
Villanova University - Villanova, PA
GPA:
Expected in 12 2010 to to
MBA: Management
Almeda University - ,
GPA:
Management
Expected in 9 2000 to to
Bachelors of Science: Business Administration
Almeda University - ,
GPA:
Business Administration
Expected in 5 1987 to to
Associates Degree: Business Administration
Pace Business School - Yonkers, New York
GPA:
Business Administration
Accomplishments
  • Tax Returns
    Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual and corporate tax returns.
  • Auditing Procedures
    Knowledge of planning techniques, test and sampling methods involved in conducting audits.

Skills
accounting, Accruals, acquisitions, AS400, Trial Balance, bank reconciliation, Benefits, cash flow, Controller, credit, clientele, Financial, financial statements, General Ledger, Latin, Lawson, Legal, letters, litigation, Local government, Lotus 6.0, Excel spreadsheets, Microsoft Excel, Microsoft Visio, 2000, Microsoft Word, Monarch, Negotiating, PeopleSoft, policies, producer, Quantitative Analysis, QuickBooks, researching, Research, Sales, SAP, settlements, Six Sigma, spreadsheets, strategy, Supply Chain Management, TACL, Tax Planning, Tax, taxes, telecommunications, telecommunication, Turbo Tax, Vertex, yearend
Additional Information
  • Honors, Awards, and Licenses: Nominated for Verizon Performance Excellence Award in 2005

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Resume Overview

School Attended

  • Villanova University
  • Almeda University
  • Almeda University
  • Pace Business School

Job Titles Held:

  • Tax Manager
  • Sales & Property Tax Supervisor
  • Senior Premium Tax Analyst
  • Sales Tax Analyst

Degrees

  • Master Certificate in Six Sigma
  • MBA
  • Bachelors of Science
  • Associates Degree

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