Deloitte



NAME, CPA (555) 555-5555 | email@

State and Local Tax Leader

Multistate tax professional with Big Four and corporate experience. Trusted advisor to CFOs, CEOs and Tax executives within public and privately-held companies. Known for ability to identify and implement effective direct and indirect tax strategies which reduce liabilities and improve regulatory compliance. Strong people management, training and development skills. Areas of expertise include:

Tax Strategy, Planning, Reporting | Restructuring | M&A | Compliance | Controversy & Regulatory Defense

ASC 740 | State Income & Franchise Filings | Coaching & Mentoring | Staff Training & Development

Professional Experience

Deloitte Tax, LLP, City, State 2012 - Present

Senior Manager (2015 – Present); Manager (2012 – 2015)

Consults $250M - $5B+ public and privately-held companies on multi-state tax strategies which support businesses initiatives and reduce costs. Conducts state tax reviews for merger and acquisition due diligence. Manages state tax compliance processes.

• Identified state tax refunds of $200K - $2M per client engagement after reviewing returns.

• Reduced client effective state tax rates by 1.5% to 4%.

• Assisted client in utilizing $3M+ in expiring credits upon credit and incentive review.

• Generated refunds on audits with initial assessments.

• Planned and oversaw large corporate and pass-through compliance projects with 75-250+ state returns each under accelerated timelines and demanding state deadlines.

• Led $500K - $1M+ projects, managing budget, profit/loss, planning, staffing/resource management, timing, quality of deliverables and client relationships.

• Supervised teams of 4-15, providing daily instruction and review; served as counselor/mentor to 20+ professionals, providing input into performance reviews, career progression and development plans.

• Lowered engagement costs by directing work to offshore India practice; identified efficiencies, defined organizational structure and roles, developed and delivered training and authored change management communications; currently supervising 10 India-based professionals.

• Authored and presented virtual and in-person technical and soft skills training to groups of 10-50 staff.

XYZ Inc., City, State 2007 - 2012

Tax Manager (2010-2012); Staff Accountant (2007-2010)

Prepared federal, multi-state income tax and intangible tax returns; supervised staff of 3 and reviewed preparation of consolidated state tax returns. Responded to IRS, state and municipal tax notices. Collaborated with in-house counsel to support litigation.

• Proposed intangible tax strategy which reduced liability by 50%.

• Prepared multi-state apportionment factor for 20 entities.

• Created new technical training for tax staff that was implemented across the country.

Education and Certification

Certified Public Accountant, State

State University, City, State, Master of Taxation

ABC College, City, State, B.S. Accounting

Civic Involvement

ABC Charity, City, State – Treasurer, 2015 – present

XYZ Charity, City, State – Volunteer Coordinator, 2012-2014; recruited and supervised 50+ volunteers on construction projects to beautify community and improve public safety

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