Tax Specialist Resume
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Charles Bloomberg
PROFESSIONAL SUMMARY
Experienced Tax Specialist with a proven track record in managing complex tax compliance, optimizing financial strategies, and ensuring regulatory adherence for multinational corporations.
PROFESSIONAL Experience
Senior Tax Specialist | Company A
January 2020 — Present, Boston, USA
• Developed and implemented comprehensive tax strategies that resulted in a 15% reduction in overall tax liabilities for over 25 clients, utilizing advanced tax software including Thompson Reuters ONESOURCE.
• Conducted extensive tax research and analysis on state, federal, and international tax laws, ensuring compliance and avoiding penalties for Fortune 500 companies.
• Managed quarterly and annual tax filings for more than 30 multinational clients, achieving 100% accuracy and timely submission using Oracle Financials.
• Led a team of 10 junior tax professionals, providing mentorship and training on complex tax regulations and software including Microsoft Dynamics 365.
• Collaborated with cross-functional teams to identify and execute tax-saving opportunities, leading to an increase in after-tax cash flow by 12% for high-value clients.
• Conducted extensive tax research and analysis on state, federal, and international tax laws, ensuring compliance and avoiding penalties for Fortune 500 companies.
• Managed quarterly and annual tax filings for more than 30 multinational clients, achieving 100% accuracy and timely submission using Oracle Financials.
• Led a team of 10 junior tax professionals, providing mentorship and training on complex tax regulations and software including Microsoft Dynamics 365.
• Collaborated with cross-functional teams to identify and execute tax-saving opportunities, leading to an increase in after-tax cash flow by 12% for high-value clients.
Tax Manager | Company B
May 2016 — December 2019, New York, USA
• Implemented tax planning strategies that saved over $5 million in tax expenses for corporate clients through effective use of tax credits and incentives.
• Directed the preparation of complex tax returns for entities, including corporations and partnerships, ensuring compliance with IRS regulations utilizing CCH Axcess Tax software.
• Performed thorough tax risk assessments for 20+ clients, identifying potential areas of exposure and developing mitigation strategies resulting in minimized audit risks.
• Provided strategic tax advisory services for mergers and acquisitions, facilitating tax-efficient transactions for clients with deal values exceeding $50 million.
• Directed the preparation of complex tax returns for entities, including corporations and partnerships, ensuring compliance with IRS regulations utilizing CCH Axcess Tax software.
• Performed thorough tax risk assessments for 20+ clients, identifying potential areas of exposure and developing mitigation strategies resulting in minimized audit risks.
• Provided strategic tax advisory services for mergers and acquisitions, facilitating tax-efficient transactions for clients with deal values exceeding $50 million.
Tax Consultant | Company C
July 2013 — April 2016, Miami, USA
• Prepared and reviewed tax returns for a diverse portfolio of individual and corporate clients, resulting in a 99% client satisfaction rate.
• Conducted regular tax audits and liaised with tax authorities on behalf of clients, achieving favorable outcomes in 95% of cases.
• Provided expert guidance on tax compliance and planning to small and medium-sized enterprises, leading to annual tax savings of over $200,000.
• Conducted regular tax audits and liaised with tax authorities on behalf of clients, achieving favorable outcomes in 95% of cases.
• Provided expert guidance on tax compliance and planning to small and medium-sized enterprises, leading to annual tax savings of over $200,000.
Junior Tax Specialist | Company D
June 2011 — June 2013, Atlanta, USA
• Assisted in the preparation of federal, state, and local tax returns for over 100 individual and business clients annually, ensuring compliance and accuracy.
• Researched tax legislation and provided updates to the senior management team, enhancing overall compliance and strategic planning capabilities.
• Played a key role in the successful resolution of tax disputes by collecting and analyzing relevant documentation, resulting in the cancellation of penalties and interest charges for clients.
• Researched tax legislation and provided updates to the senior management team, enhancing overall compliance and strategic planning capabilities.
• Played a key role in the successful resolution of tax disputes by collecting and analyzing relevant documentation, resulting in the cancellation of penalties and interest charges for clients.
Education
Bachelor of Science in Accounting | University of California, Berkeley
May 2011
Expert-Level Skills
Tax Compliance, Tax Planning, Tax Research, Financial Analysis, IRS Regulations, Tax Software (Thompson Reuters ONESOURCE, Oracle Financials, Microsoft Dynamics 365, CCH Axcess Tax, Alteryx), Risk Assessment, Mergers and Acquisitions, Automation, Team Leadership, Client Relations, Strategic Tax Advisory, Problem-Solving, Attention to Detail