Tax Partner Resume Samples

A Tax Partner is a senior-level professional in a tax consultancy or accounting firm, typically a leadership position. The primary duties often listed on the Tax Partner Resume are – providing strategic tax planning and advisory services to clients, overseeing the execution of complex tax projects, and ensuring compliance with relevant tax laws and regulations. The professionals play a crucial role in client relationships, business development, and managing a team of tax professionals. Tax partners contribute to the overall success of the firm by staying abreast of tax law changes, identifying opportunities for tax optimization, and providing expert guidance to clients on intricate tax matters.

The nature of the job demands the following skills and abilities – in-depth knowledge of tax laws, excellent analytical skills, problem-solving abilities, strong leadership and communication skills, building and maintaining client relationships are crucial, effective interpersonal skills, and the ability to understand client’s financial objectives. Typically, Tax Partners hold advanced degrees such as a Master of Taxation, or a Juris Doctor, coupled with professional certifications like Certified Public Accountant – CPA or CA. Substantial experience in tax consulting is required.

Tax Partner Resume example

Tax Partner Resume

Summary : As a Tax Partner, mentored and coached junior staff members, providing guidance and support in their professional development, provided strategic tax planning and consulting services to clients, including individuals, businesses, and corporations.

Skills : Advanced knowledge of tax laws and regulations, Leadership.

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Description :

  1. Responsible for completing in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
  2. Responsible for spearheading contract negotiation and financing to complete high-priority projects and realize target outcomes.
  3. Responsible for authoring, evaluating and reviewing reports to highlight company financials to key stakeholders.
  4. Responsible for directing budget development, budgetary controls and recordkeeping to make informed financial decisions.
  5. Responsible for emulating activist investors to generate return on invested capital.
  6. Responsible for creating and deploying initiatives to outperform revenue targets and increase company value.
  7. Responsible for setting and monitoring effective financial policies to analyze company financial strengths and weaknesses and propose corrective actions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's degree in Finance


Tax Partner Resume

Summary : As a Tax Partner, reviewed tax returns, financial statements, and other tax-related documents for accuracy and completeness, collaborated with internal teams, including audit, advisory, and legal departments, to deliver comprehensive client solutions.

Skills : Management abilities, Excellent communication.

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Description :

  1. Responsible for conducting detailed analysis of company financial information and oversaw preparation of related reports.
  2. Responsible for preparing accurate financial statements at end of quarter to summarize financial health and business performance.
  3. Responsible for analyzing operational issues and implemented corrective action to maximize profits.
  4. Responsible for overseeing budgets, payroll, and accounts payable and receivable.
  5. Responsible for directing budget development, creation of budgetary controls and recordkeeping systems and investment management.
  6. Responsible for creating, planning, and implementing policies and procedures to increase productivity and maximize return on investments.
  7. Responsible for overseeing deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's degree in Finance


Tax Partner Resume

Headline : As a Tax Partner, reviewed tax returns, financial statements, and other tax-related documents for accuracy and completeness, managed client relationships and serving as the primary point of contact for tax-related matters.

Skills : Interpersonal skills., Strategic planning.

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Description :

  1. Reviewed legal documents to assess tax implications of pending transactions and work with law firms and clients to document tax positions.
  2. Enhanced current processes so they efficiently conform to the REIT testing efforts in tandem with assisting tax reporting and compliance efforts.
  3. Developed, motivated, and trained staff level team members.
  4. Provided industry knowledge and expertise.
  5. Oversaw and managed compliance and documentation of the asset, income and other REIT compliance provisions.
  6. Developed effective working relationships with clients to provide innovative tax planning, consulting, and compliance services.
  7. Led and supervised tax engagements, ensuring high-quality deliverables and compliance with tax laws and regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance

Tax Partner Resume

Objective : As a Tax Partner, collaborated with internal teams, including audit, advisory, and legal departments, to deliver comprehensive client solutions, mentored and coached junior staff members, providing guidance and support in their professional development.

Skills : Decision-making skills, Expertise in tax planning.

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Description :

  1. Responsible for managing a portfolio of clients, overseeing tax compliance, planning, and advisory services.
  2. Responsible for preparing and reviewing tax returns for individuals, partnerships, corporations, and trusts.
  3. Responsible for conducting tax research and analysis on various tax issues, including international tax, state and local tax, and tax credits.
  4. Responsible for assisting clients in resolving tax controversies and audits with tax authorities.
  5. Responsible for developing and implementing tax strategies to optimize clients' tax positions and achieve their financial goals.
  6. Responsible for collaborating with cross-functional teams to provide integrated client solutions, including financial planning, estate planning, and business consulting.
  7. Responsible for staying updated with changes in tax laws, regulations, and accounting standards.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance

Senior Tax Partner Resume

Summary : As a Senior Tax Partner, performed partner level compliance review and tax return signoff, handled client consultations on planning opportunities and changes in tax law.

Skills : Consulting, Ability to build and maintain client relationships.

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Description :

  1. Worked on proposals and assisting in developing new business.
  2. Met prospective clients and developing relationships with new and existing clients.
  3. Supervised engagements and special projects undertaken by the firm.
  4. Determined and approved staffing and other resource needs, and related engagement work schedules.
  5. Developed professionals by providing formal performance feedback, career counseling and mentoring to those below Partner.
  6. Delegated assignments to supervisors considering their skills, development needs, schedule and engagement economics.
  7. Coached, mentored and assisted staff so they can develop and assist in the growth of the tax function.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's degree in Finance

Junior Tax Partner Resume

Headline : As a Junior Tax Partner, maintained exceptional technical knowledge of new tax issues and general business trends that affect the client, played an integral role in the development of fee quotes and budgets.

Skills : Proficiency in financial analysis and reporting.

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Description :

  1. Prepared of client billings and collection of outstanding accounts.
  2. Participated in activities to develop and improve firm and department business processes.
  3. Managed a group of people maintaining high levels of productivity and excellence in client delivery.
  4. Corporated Tax Provision Review/Analysis, Corporate and Partnership tax planning.
  5. Led and directed all tax functions of the Company including income, sales/use, real estate and personal property taxes.
  6. Recorded of simultaneously managing multiple projects and engagement teams for various clients.
  7. Developed and sustained strong client relationships.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance

Assistant Tax Partner Resume

Objective : As an Assistant Tax Partner, drove new business development, extended service and tax issue recognition for existing clients, oversaw administrative and risk management tasks including engagement letter and fee management, billing, and collections.

Skills : Detail-oriented with strong analytical, Project management skills.

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Description :

  1. Responsible for improving cash flow, retired debt and built cash reserves to control costs and enhance benefits.
  2. Responsible for developing and overseeing yearly budgets and capital structure of company to determine best mix of debt, equity and internal financing.
  3. Responsible for overseeing production, pricing and distribution activities to generate profit for company.
  4. Responsible for tracking cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  5. Responsible for advising other executive leaders on strategies and intelligence to form relationships, understand current performance and set agenda for execution.
  6. Responsible for conducting tax research and analysis on various tax issues, including international tax, state and local tax, and tax credits.
  7. Responsible for assisting clients in resolving tax controversies and audits with tax authorities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance

Associate Tax Partner Resume

Objective : As an Associate Tax Partner, advised clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities, supported our growing private client tax practice with an expertise working with all entity types.

Skills : Understanding of business operations and industry trends.

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Description :

  1. Responsible for working closely with audit team to hedge against or mitigate operational risks.
  2. Responsible for developing future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
  3. Responsible for managing and leading direct reports to handle controllership, treasury and corporate finance functions.
  4. Responsible for overseeing accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  5. Responsible for delivering forward-thinking and bold insights to enhance business assets and report financial metrics.
  6. Responsible for devising benchmarks to align goals and strategies with underlying financials.
  7. Responsible for conducting detailed analysis of company financial information to drive internal and external financial reporting, stewardship of  company assets and ownership of cash management.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance

Tax Partner Resume

Headline : As a Tax Partner, participated and instructed tax staff training within the Chicago office and at firm training events, managed international and U.S. tax compliance reporting (VAT/GST, S&U Tax).

Skills : Taxation Knowledge, Strategic Planning.

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Description :

  1. Responsible for preparing year-end fixed asset schedule to create positive impact on shareholders, creditors and investors.
  2. Responsible for assessing company resources to keep business funded and nurture relationships with investors, lenders and key partners.
  3. Responsible for standardizing and enhancing business assets across company to achieve common goals.
  4. Responsible for implementing cost reduction initiatives and process improvements to optimize efficiency and productivity.
  5. Responsible for analyzing inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
  6. Responsible for initiating back-and-forth communication to negotiate and approve contracts and agreements.
  7. Responsible for devising systems to monitor, evaluate and track operational achievements.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance

Tax Partner Resume

Headline : As a Tax Partner, identified and resolved complex tax issues, managed tax activities in connection with non-tax (i.e. accounting / audit) files, conducted tax research and analysis on complex tax issues, staying updated with changes in tax laws and regulations.

Skills : Client Management, Leadership.

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Description :

  1. Experienced in tax planning, compliance, and consulting. 
  2. Tracked record of providing strategic tax advice to clients and managing complex tax issues. 
  3. Contributed expertise and leadership to a reputable accounting firm.
  4. Provided strategic tax planning and consulting services to clients, including individuals, businesses, and corporations.
  5. Managed client relationships and serve as the primary point of contact for tax-related matters.
  6. Led and supervised tax engagements, ensuring high-quality deliverables and compliance with tax laws and regulations.
  7. Identified tax-saving opportunities and develop tax strategies to minimize clients' tax liabilities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree in Finance