Tax Specialist Resume Example
A tax specialist resume example with 6+ years of experience in tax planning, compliance, and consulting.
David Martinez
PROFESSIONAL SUMMARY
Experienced Tax Specialist with 6+ years of expertise in corporate and individual tax planning, compliance, and consulting. Strong background in federal and state tax regulations, international tax matters, and tax optimization strategies. Proven track record of identifying tax savings opportunities and ensuring compliance with complex tax regulations.
EXPERIENCE
Senior Tax Specialist2020 - Present
PricewaterhouseCoopers (PwC)
- •Manage tax compliance and planning for portfolio of 50+ corporate clients with revenues ranging from $10M to $500M
- •Lead team of 5 tax professionals in preparation and review of federal and state tax returns
- •Identify and implement tax saving strategies resulting in average client savings of $300K annually
- •Provide consulting services for international tax matters, M&A transactions, and corporate restructuring
- •Develop and maintain client relationships while ensuring 100% compliance with tax regulations
Tax Specialist2018 - 2020
KPMG
- •Prepared and reviewed complex corporate tax returns for multinational companies
- •Conducted research on tax issues and provided recommendations to clients
- •Assisted in tax provision calculations and preparation of supporting documentation
- •Coordinated with international offices on cross-border tax matters
- •Developed tax planning strategies resulting in $2M+ in tax savings for clients
Tax Associate2016 - 2018
Regional Tax Firm
- •Prepared individual and small business tax returns ensuring accuracy and compliance
- •Assisted clients with tax planning and quarterly estimated tax payments
- •Researched tax laws and regulations to resolve complex tax issues
- •Maintained organized records of client documents and correspondence
- •Participated in IRS audit defense and tax controversy resolution
EDUCATION
Master of Science in Taxation2014 - 2016
University of Southern California
Bachelor of Science in Accounting2010 - 2014
University of California, Los Angeles
SKILLS
Corporate Taxation, Individual Taxation, International Tax, Tax Planning, Tax Compliance, IRS Regulations, State and Local Tax (SALT), Tax Research, Tax Provision, M&A Tax, ProSystem fx Tax, GoSystem Tax, Excel AdvancedMore Resume Examples in Finance
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