A Tax Administrative Assistant supports the organization’s tax or accounting department. The job description and duties are listed on the Tax Administrative Assistant Resume as – processing tax returns, maintaining databases, taking charge of running the office, answering phones, greeting customers, making appointments, filing paperwork, performing data entry, scanning documents, receiving and sorting mail, creating reports and presentations. Performing tax and accounting duties are also part of the primary duties carried out by these professionals.
Employers look for applicants with the following skillsets – proficiency in computer programs, basic mathematical skills, the ability to handle sensitive and confidential information properly, MS Office skills, strong communication skills, and high attention to detail. A college degree is often listed on successful resumes.
Objective : Well-rounded background in administrative support, phone reception, office management, data entry and clerical support. To contribute my expertise and successes as an Administrative Assistant, improving processes and developing the highest quality Administrative support.
Skills : Office Organizational Skills, Front Desk Management.
Description :
Managed project assignments, scanning of documents, data entry and new project set up as well as daily administrative duties for a certified public accounting and tax consulting firm.
Achieved a working knowledge of systems and quickly caught up projects that were in a 3 month back log.
Able to work with minimal supervision.
Understood the need for confidentiality for high profile clients.
Processed monthly report and general tax returns.
Supported three CPAs, including but not limited to managing appointments, coordinating calendar,document preparation, reviewing mail, filing, .
Research information for partners, managers and staff using the internet and other resources.
Experience
2-5 Years
Level
Junior
Education
Associate Of Arts
Tax Administrative Assistant Resume
Headline : Dedicated and focused Office Manager who excels at prioritizing, completing multiple tasks and following through to achieve project goals. Seeking a role of increased responsibility and authority. Highly motivated individual contributor/team-player. Recognized for exceptional ability to create trust and build lasting relationships. Loves all forms of art and has a creative and fun personality.
Skills : Event Planning, Administrative.
Description :
Helped plan monthly budget.
Assisted with preparation and filing of tax returns.
Recorded expenses and revenues.
Filed confidential and important client documents.
Received training and coaching in the field of tax accounting.
Suggested and implemented client billing policies that saved time.
Placed 3rd for trumpet performance in the Illinois All-State Honor Band.
Experience
5-7 Years
Level
Executive
Education
Bachelor's
Tax Administrative Assistant Resume
Summary : Tax Administrative Assistant professional with a solid track record of supporting C-suite executives, senior directors and company owners. Expert in providing all kinds of administrative and office management support together with project management. Adept at handling official, confidential correspondence and generating the same with excellent communication skills. Meeting and exceeding client and company goals.
Skills : Microsoft Office, Multitasking.
Description :
Negotiated tax liability resolutions with the Internal Revenue Service and state departments of revenue on behalf of clients.
Reconciled client bank statements for both business and personal accounts.
Utilized Excel to sort, display, and communicate clients' financial data.
Interacted with clients on a daily basis addressing questions pertaining to resolution strategies including, but not limited to, types of payment plans, offer-in-compromise, and bankruptcy.
Analyzed business and personal collection information statements to determine the equity in assets, liabilities, and ability to pay.
Trusted with confidential and time-sensitive material related to the operations of client's business and personal finances.
Used Strong problem solver; takes the lead on assignments and prioritizes tasks without direct supervision.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Accounting
Tax Administrative Assistant Resume
Objective : Tax Administrative Assistant Professional with hands-on experience as an Administrative Assistant including responsibilities such as greeting, managing client accounts, billing, and record-keeping. I am persistent, reliable, and a resourceful team player with excellent organizational skills who thrives on providing exceptional work.
Provided high-level administrative support to the Federal Tax Department of 18 including 1 Partner, 1 Tax Managing Director, 3 Senior Managers, 4 Managers, and 9 professional staff members.
Booked complex travel arrangements for executives.
Maintained and managed MS Outlook calendar for Managing Director Generated monthly/quarterly/yearly reports and spreadsheets.
Maintained detailed weekly billing of multiple clients.
Process and assemble tax returns and extensions.
Redesigned department filing system.
Handled large volume of telephone, e-mail, and other varieties of communications Exercised considerable discretion and independent judgment when handling the highest level of confidential information.
Experience
2-5 Years
Level
Executive
Education
GED
Tax Administrative Assistant Resume
Summary : As a Tax Administrative Assistant, responsible for Opening to new challenges and assisting with special projects as requested, Picking up additional administrative responsibilities when needed, and also Printing and assembling final versions of tax returns for corporations, individuals, partnerships, payroll, nonprofit and financial institutions, Electronically tracking and saving returns according to Firm guidelines.
FCPA, PLLC is a public accounting firm committed to providing its clients with high-quality, professional accounting, tax, and consulting services in a manner that incorporates sound professional business and personal ethics.
Hired to supervise workflow as well as delegate tasks to appropriate staff members to complete projects and maintain efficiency for the practice.
Coordinated travel arrangements, both domestic and international.
Compiled monthly billing statements for outstanding receivables for clients.
Performed appointment scheduling for partners with potential clients and greeted established customers.
Maintained filing system, and completed inventory of office supplies monthly, distributed mail as well as data entry Accomplishments and Achievements Worked as liaison for tax staff and senior management conveying trends and changes that impact the completion of assignments and set goals.
Tapped to lead a project to convert to the paperless system which had the scope of work to increase efficiency by 98% once completed.
Experience
10+ Years
Level
Senior
Education
Bachelors Of Applied Science
Tax Administrative Assistant Resume
Objective : Professional, personable, career-focused individual seeking a position within a company that will benefit from my experience, strong organizational skills as well as provide growth opportunities.
Skills : Microsoft Office Suite, Blackboard, CRM, CCH, Pro Tools, Great Plains, Mac Os, PC, Typing 65 WPM.
Description :
Supported Fred Solomon, Managing Partner, as well as all other partners and various level tax staff.
Printed and assembled tax returns, for both e-filed and paper-filed returns.
E-Filed and paper filed Extensions.
Processed and mailed out estimates.
Re-formatted letters to clients, Internal Revenue Service, Franchise Tax Board, various other government agencies.
Copied and scanned all returned certified mail receipts into client binders and/or client files.
Prepared and formatted letters, drafts, and finals, in both word and PDF format.
Experience
2-5 Years
Level
Executive
Education
BS
Tax Administrative Assistant Resume
Objective : Dedicated, customer-focused Tax Administrative Assistant professional offering significant experience in self-directed positions requiring effective support, secretarial, and administrative abilities. Proven interpersonal, communications, and multitasking skills. Adaptable team player recognized for a willingness to learn and teach newly acquired skills. Strong planner and problem solver who readily adapts to change, works independently, and exceeds expectations. Able to manage multiple priorities and meet tight deadlines without compromising quality.
Skills : Proficient in Microsoft Word, Excel and some experience in PowerPoint and Outlook. Ten key data entry, medical terminology, 60wpm word processing speed, and medical filing experience.
Description :
Research documentation online, translation, and transcribe docs.
Exceptional ability to perform filing, receptionist, record keeping, and other related clerical tasks.
Performed tax processing functions such as tracking returns, assembly tax returns, engagement letters, spreadsheets, Financial Statements, electronic filing, and follow-up.
Billing processing using QuickBooks.
Maintain the virtual file room neat and up to date.
Contact clients and resolve issues with clients via email and over the phone.
Scanned returns and other documents into Caseware.
Experience
2-5 Years
Level
Executive
Education
Associate Of Science
Tax Administrative Assistant Resume
Objective : Enthusiastic and motivated Tax Administrative Assistant professional with 3+ years experience in providing exceptional customer service, proactive multitasking, and diverse administrative skills in a fast-paced, success-driven environment.
Skills : Word, Powerpoint, Excel, Outlook, Type 65 Wpm.
Description :
Processed tax returns for clients (approximately 1,200 Individual, 500 Corporate, 450 Partnerships, 50 Trusts/Estates, and 50 990 Not for Profit) In charge of logging out, mailing, and e-filing of all tax returns Kept File in Time program client list up to date, i.e. logging out returns as In Review or Done, etc.
Released extensions and tax returns electronically and made sure they received IRS acceptances In charge of preparing all client Tax Organizers and mailing them to clients at beginning of year Kept file room up to date and in charge of rolling tax files over ten years old annually Maintained high level of confidentiality and regular interaction with RG& Co.
Worked in ProSystem Tax program Worked with 3 tax partners, 4 tax managers, and 5 tax accountants; keeping them up to date on when client tax returns were due and prepared various tax correspondence, i.e. client correspondence, IRS letters, and Power of Attorney's, etc.
Screened phone calls for partners/managers and interacted with clients on phone helping them with tax questions.
Arranged client appointments in Outlook calendar and other meetings.
Maintained partner/managers' CPA licenses and renewed all Prepared Tax ID Number (PTIN) registrations at year-end Provided back-up support to other Administrative Assistants as needed.
Assembled tax returns - package a client copy with appropriate estimate envelopes, federal and state mailing envelopes, federal return, and state return(s).
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Tax Administrative Assistant Resume
Headline : Tax Administrative Assistant Position where I can apply my knowledge and experience with a challenge. Room for advancement in the Office Field and/or Computer Field. A position where I can enjoy what I am doing and be given recognition for outstanding work. A team-working atmosphere in a prestigious company where I can apply my skills and knowledge to help your company and myself grow together.
Reconciled petty cash accounts, prepared 1099 filings o Weekly check runs for tax filings, filing, and correspondence.
Opened and distributed mail.
Efficiently processed up to 1,000 invoices for the Credit department.
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Dispersed incoming mail to correct recipients throughout the office.
Handled all incoming and outgoing correspondence.
Balanced batch summary reports for verification and approval.
Experience
5-7 Years
Level
Executive
Education
Vocational In Accounting
Tax Administrative Assistant Resume
Objective : A highly dedicated, conscientious, and loyal professional who possesses excellent analytical skills, a strong work ethic, and an eagerness to learn. Hard work, organizational abilities, and willingness to accept additional responsibilities have resulted in the progression of my career. With over 14 years of experience in the administrative and customer service fields, I would make a valuable addition to your team.
Prepared due date reports for all the necessary staff members and CPA's.
Helped file extensions.
Recommended publishing of tax staff calendars allowing easy access to comings and goings of the team, increasing communication and allowing for 100% phone and office coverage.
Interacted, manage and develop relationships with senior KPMG leadership team members Interfaced professionally and responsibly with internal and external clients.
Answered phones with professionalism, greet clients and direct them to the correct person.
Worked with spreadsheets, track data in a database, time record keeping and client maintenance.
Assisted partners, managers and staff with all office activities (typing, faxing, scanning and copying).
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