A Seasonal Tax Associate is hired to undertake the crucial task of preparing tax returns, for companies, individuals, and partnerships for a particular season or time, and ensure the clients comply with state and federal tax regulations. Roles and responsibilities listed on the Seasonal Tax Associate Resume are – ensuring clients comply with IRS regulations, analyzing and minimizing tax liabilities by implementing tax reduction strategies, reviewing financial records, income statements, and expenses, researching tax issues, and assisting with tax audits, and advising clients on employee health care benefits compensation and accounting systems.
The nature of the job demands the following skills – experience using tax preparation software and applications, strong analytical and problem-solving skills, excellent accounting skills, and tax preparation experience. A degree in taxation or accounting is mandatory, possessing a CPA certification may also be required.
Summary : To obtain employment with an organization where I can contribute my strong organizational, technical and analytical skills with your growing organization. I look forward to working with others as we collaborate in the success of the company.
Skills : PowerPoint, and MS-Outlook Word-Press.
Description :
Reviewed client's life through tax and find ways to help minimize their tax liability.
Prepared complete and accurate tax returns.
Provided client services; answering phone calls and questions, schedule appointments.
Ensured client confidentiality and privacy.
Offered additional products and services; collecting fee payments.
Generated business growth by marketing my abilities as well as the company's brand.
Grown tax expertise by taking continuing education courses.
Experience
7-10 Years
Level
Management
Education
Diploma In Education
Seasonal Tax Associate Resume
Objective : Multi-faceted Seasonal Tax Associate professional offering significant experience in Accounting and Financial Analysis Microsoft Access and Excel / SQL Custom Reporting solutions Business systems analysis, design, and implementation Visual Basic and Visual Basic for Applications programming to automate use of Accounting systems.
Skills : Microsoft Access, Financial Analysis, Financial Analysis, Budgeting.
Description :
Completed eight tax seasons.
Won Client Satisfaction Award six weekly times.
Had a Client Satisfaction overall average of 97% satisfied.
Reviewed and modified tax allocation work-papers received from client.
Conducted tax interview with clients.
Provided and maintained accurate and complete information on current and projected revenue.
Maintained and updated a valid calendar of events (e.g., payrolls, withholding).
Experience
2-5 Years
Level
Executive
Education
M.A.
Seasonal Tax Associate Resume
Summary : Seasonal Tax Associate with 8 years of experience in Filing tax returns on behalf of clients, prepare and submit returns to clients, provide advice to clients regarding their tax situation and resolve disputes with clients regarding their tax situations, Preparing and submitting federal Forms 1040 (individual), 1040A (business) and 1040NR (nonresident alien) to the Internal Revenue Service (IRS) or other agencies within the Internal Revenue Service (IRS), such as the State Department of Revenue in Washington DC. As a STA, you must be able to work within specific timeframe's.
Skills : Microsoft Word, E-Mail, Clerical, Retail.
Description :
Prepared and filed tax returns for individuals.
Maintained a record of all changes to payroll rates or withholding amounts.
Prepared accurate monthly reports on current operating status.
Prepared quarterly analysis reports on past performance.
Prepared annual analysis reports on past performance.
Analyzed results of these reports in conjunction with the business.
Prepared annual financial statements (including reconciliation with previous year’s figures).
Experience
10+ Years
Level
Senior
Education
M.A. In Modern European
Seasonal Tax Associate Resume
Headline : Driven, detail-oriented Seasonal Tax Associate professional seeking to obtain a position enabling me to use my clerical, organizational, and personal skills for personal and professional development, Prepare, file and follow up on tax returns for clients
Establish a routine that keeps clients updated regarding their tax status (e.g., read, write, receive email)
Answer any questions regarding IRS issues that arise during the year.
Skills : Microsoft Office, Marketing, Inventory Management, Scheduling.
Description :
Completed the tax preparation course required to work for the company.
Prepared income tax returns.
Resolved complex tax problems for clients.
Accurately addressed new tax laws to ensure tax preparation accuracy.
Prepared amended tax returns.
Ensured complete client satisfaction through exceptional customer service.
Filed in alphabetical order.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Seasonal Tax Associate Resume
Headline : Seasonal Tax Associate is Providing advice to clients on how to file their taxes more efficiently or increase their income by effective use of deductions and credits, Attending IRS seminars on tax preparation techniques in order to stay current with techniques that are being used by other clients in the industry, Working with customers to develop products customized for their needs including tax software packages, accounting solutions, and e-filing software solutions.
Skills : JDE Accounting Software, Proficient in Excel -VLookup/Pivot,.
Description :
Responsible for preparing complete and accurate tax returns.
Provided customer service utilizing tax and document management software, phone and email.
Knowledged of Tax research principles, procedures and techniques.
Ability to Analyze, interpret and evaluate individual income tax returns and correctly formulate a solution.
Prepared S-Corp 1120-S Returns, 1041 Simple and Complex Trusts, Final Estates and Individual 1040 Tax Returns.
Involved in Preparing Tax Projections and Tax Reconciliations for Corporate and Individual Clients in Excel.
Employed Tax Planning Strategies to Maximize the Tax Benefit of Small Corporate and Partnership Pass Through Entities.
Experience
5-7 Years
Level
Executive
Education
MS
Seasonal Tax Associate Resume
Objective : Seasonal Tax Associate is Preparing regular tax returns (e.g., federal, state and local) and other related documents (e.g., W-2 forms, 1099 forms) for customers, Preparing tax returns for customers in a timely manner without fail with accurate information, Ensuring all necessary documentation is received in a timely manner (e.g., W-2 forms, 1099 forms).
Skills : Certified in Radiology, OSHA, Pits and Fissure Sealants, Coronal polishing, Cleaning and Sterilization.
Description :
Prepared S-Corp 1120-S Returns, 1041 Simple and Complex Trusts, Final Estates and Individual 1040 Tax Returns.
Involved in Preparing Tax Projections and Tax Reconciliations for Corporate and Individual Clients in Excel.
Employed Tax Planning Strategies to Maximize the Tax Benefit of Small Corporate and Partnership Pass Through Entities.
Prepared End of Year Balance Sheet and Profit and Loss Statements for Corporate Entities and Examined Them for Possible Tax Deductions on each 1120.
Discussed and Explained Expertly during Client Facing Meetings Personal Extensions, Extension Payments and Quarterly Estimates.
Maintained and initiated customer files.
Responsible for setting appointments for clients to have their taxes prepared.
Experience
2-5 Years
Level
Executive
Education
MS In Taxation
Seasonal Tax Associate Resume
Objective : As a Seasonal Tax Associate is Preparing and file returns and reports accurately and in a timely manner, Assisting with tax preparation and processing of returns, Assisting with processing return audit requests through the IRS' electronic data matching system (EDMS) or other dedicated system.
Entered basic information in to the clients' database.
Ensured all necessary tax documentation is included with the clients customer file.
Verified client claims relating to income taxes; prepared client letters for review.
Assisted customers in verifying correct tax information.
Provided customer service by telephone or online and answer questions regarding tax issues.
Assisted customers in locating documents needed to file their returns.
Assisted customers in locating supporting documentation needed to file their returns.
Experience
2-5 Years
Level
Executive
Education
MS In Taxation
Seasonal Tax Associate Resume
Summary : Seasonal Tax Associate with 10+ years of experience in Assisting with filing, recording, and reporting of client's taxes using an EDMS system or other dedicated system, Assisting in the coordination of all aspects of tax filing for multiple clients in a single day or week without fail, Ensuring that all clients are receiving timely responses to their requests for information from IRS officials.
Prepared small business and personal income tax returns and other duties as assigned related to preparing taxes with continuous training.
Assisted customers in locating tips for filing their returns.
Provided general customer service to customers throughout the year as well as during peak periods of demand (e.g., Christmas season and end of year tax season).
Prepared and submitted returns on behalf of clients.
Updated client accounts, reconcile and file client accounts.
Assisted client with account maintenance.
Provided tax services to other clients as needed.
Experience
7-10 Years
Level
Management
Education
Palmdale
Seasonal Tax Associate Resume
Summary : Seasonal Tax Associate is Performing routine or special tasks related to seasonal tax filing, Completing tax return preparation for a specific client, including preparing W-2 forms and 1099 forms, and also Verifying clients income and expenses accurately and timely, Preparing a variety of forms required by the IRS including 1041/1042 Forms, W-2 Forms, 1099 Forms, etc.
Maintained a robust client database, including electronic data entry systems (EDIS) and paper data entry systems (PDFs).
Assisted in preparing an annual tax return for each client’s individual needs.
Prepared a variety of documents including W9 forms, W2 forms, IRAs/401(k)s/etc., Wills, etc.
Used databases to track and manage client assets as well as perform cost analysis on various types.
Prepared individualised tax returns for company clients in accordance with company policies and procedures.
Prepared and processed thousands of individualised returns including corporate and personal taxes through a comprehensive on-line system that uses data from thousands of client records.
Filed all paper filings along with electronic filings when appropriate.
Experience
7-10 Years
Level
Management
Education
MS
Seasonal Tax Associate Resume
Summary : Obtain a Seasonal Tax Associate position responsible for Preparing estimates for clients' quarterly paychecks or cash flow projections based on historical data, Assisting in developing business strategies to maximise revenue from seasonal employees; assisting with revenue forecasting; managing financial analysis.
Skills : Communication Skills, Tax Associate, Auditing.
Description :
Provided tax advice to clients regarding deductions, credits and exemptions.
Assisted clients in understanding their own position.
Prepared deductions and credits, prepare W-2’s, schedules A & B, etc.
Collected all necessary information from a client's business or personal files.
Prepared W-2's for both individuals and corporations separately; files regular W-4.
Reviewed tax returns to determine if taxes are owed on business income, expense, etc.
Conducted tax audits as needed to ensure compliance with IRS rules and regulations.
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