Tax Advisor Resume Samples

A Tax Advisor is a Tax consultant, who is specialized and expert in tax planning, law, and compliance. The most common work tasks and responsibilities are listed on the Tax Advisor Resume as follows – conducting research on tax laws; strategizing with clients and minimizing tax liability, preparing tax returns; estate planning, keeping clients updated with the tax obligations; explaining tax issues in a simple manner to clients; filing and claiming for refunds and reimbursements; providing consultancy services to high value clients or firms; advising on various ways to minimize tax; and providing guidance on indirect taxation issues such as customs planning and VAT.

The following skills are required – a logical and analytical mind; excellent numeracy skills; a flexible approach to work, commercial awareness, strong command over taxation legislation and the ability to communicate complex pieces in a simple and easily understandable manner. Entry requirements include possessing a CPA qualification.

Tax Advisor Resume example

Tax Advisor II Resume

Headline : Dynamic and highly qualified Individual. Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success.

Skills : Microsoft Office Professional, MS-Excel.

Description :

    1. Prepared tax returns and provided financial advice for individuals, sole proprietorships, partnerships, s-corporations, and limited liability companies.
    2. Assisted taxpayers with audits by gathering the necessary documentation and conferring on their behalf with the Internal Revenue Service.
    3. Generated in gross margin through sales of company products, tax accounting, and financial advising for a variety of taxpayers.
    4. Handled over in cash on a daily basis, while executing bank deposits with 100% accuracy.
    5. Generated and maintained a sales ratio of key company products including, Peace of Mind, Block Savings Account.
    6. Consistently ranked among the top of tax professionals in my region, based on sales revenue.
    7. Successfully developed a customer base of over 350 clients, while utilizing an individualized approach that continuously surpassed new client targets.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Technical Diploma


Tax Advisor Resume

Headline : To obtain a position utilizing the education, training and experience have developed so may contribute to a company's overall success.

Skills : Prompt Learner, Accuracy And Detail Oriented.

Description :

    1. Computed the taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms.
    2. Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
    3. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
    4. Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
    5. Furnished taxpayers with sufficient information and advice in order to ensure correct tax form completion.
    6. Consulted tax law handbooks or bulletins in order to determine procedures for the preparation of atypical returns.
    7. Calculated form preparation fees according to return complexity and processing time required.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates In Culinary


Tax Advisor III Resume

Summary : Demonstrate ability to efficiently perform leadership and clerical responsibilities in a fast-paced environment; combined with keen attention to detail and exceptional analytical aptitude.

Skills : Intermediate Computer Knowledge, Excellent communication skills.

Description :

    1. Computed the taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms.
    2. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
    3. Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    4. Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
    5. Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
    6. Maintained and update filing, inventory, mailing, and database systems, either manually or using a computer.
    7. Answered telephones, direct calls, and take messages. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Health Care Administration

Tax Advisor/Analyst Resume

Headline : Work for a company that has the same values that do. Encourage employees to put forth the effort to achieve their goals within the company. Help customers understand that care about their values.

Skills : Proficient with computers, Learns new software quickly.

Description :

    1. Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
    2. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
    3. Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    4. Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
    5. Consulted tax law handbooks or bulletins to determine procedures for the preparation of atypical returns.
    6. Calculated form preparation fees according to return complexity and processing time required.
    7. Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Tax Advisor/Representative Resume

Summary : Multi-talented in the fields of Sales & Marketing, Wholesale, Logistics & Operations and Taxation. Energetic outgoing with an innate drive to increase sales opportunities.

Skills : Microsoft office, Book keeping, Accounting.

Description :

    1. Worked as a Tax Consultant with individuals, Sole Proprietors, Small Businesses, and Military in preparing final taxes during tax season.
    2. Guided customers in choosing items that reflected personal style and shape explained information about the quality, value, and style of products.
    3. Created and directed sales team training and development programs.
    4. Resolved customer complaints by exchanging merchandise, refunding money, and adjusting bills.
    5. Maintained friendly and professional customer interactions.
    6. Developed selling consultation techniques which resulted in having the highest average ticket in the district.
    7. Defined strategy and business plan for Bridal consultation.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate Of Arts

Tax Advisor/Co-ordinator Resume

Summary : Results driven, multi-million sales producing field service professional whom not only excels at the entirety of the sales process, but is passionate about meeting and exceeding customer expectiations.

Skills : Microsoft Office, Lotus Notes, Project Management.

Description :

    1. Prepared tax returns for Federal, value, and style of products.
    2. Computed taxes owed and overpaid, using adding machines and personal computers, and completed entries on forms.
    3. Checked data input and verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
    4. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
    5. Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
    6. Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.
    7. Filed taxes electrically, which has to be met every year.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Tax Advisor/Technician Resume

Headline : A challenging position where can use initiative and experience in working with people in the benefit of the company in an atmosphere of growth.

Skills : Microsoft Word, Microsoft Office.

Description :

    1. Answered questions from and provided information to customers about tax advice for sale.
    2. Sold financial services to customers of financial institutions. Determined customers' financial service needs and prepares proposals to sell services.
    3. Recommended products to customers, based on customers' needs and interests.
    4. Estimated and quoted prices, credit and contract terms, warranties, and delivery dates.
    5. Answered customers' questions about products, prices, availability, product uses, and credit terms.
    6. Contacted regular and prospective customers to demonstrate products, explain product features, and solicit orders.
    7. Negotiated details of contracts and payments, and prepared sales contracts and order forms.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Political Science

Sr. Tax Advisor Resume

Summary : Managing Professional and Equipment Operator/Mechanic all in one with experience. Multiple outstanding Customer Service Awards, a key player in designing and implementing company-wide sales and training techniques.

Skills : Financial Officer, Nonprofit Management.

Description :

    1. Prepared federal and various state tax, including specialized New York, returns for clients each year.
    2. Answered phones dealing with questions and scheduling appointments.
    3. Certified bank agent and registered with the IRS with its own PTIN number.
    4. Opened and closed the cash register with the end of day paperwork. Calculated taxes and prepare tax returns for clients.
    5. Completed applications for advance loans and assisted tax clients with audit letters from federal and state.
    6. Completed required hours for updated tax law changes as well as classes for continued education.
    7. Worked with clients to identify all of their information was complete and accurate.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Tax Advisor Resume

Summary : Objective is to obtain a position in a professional office environment where skills are valued and benefit the company.

Skills : Cash handling, Customer Service.

Description :

    1. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
    2. Appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
    3. Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
    4. Computed the taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms.
    5. Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
    6. Filed completed returns in a locked cabinet. Took a credit card, checks, and cash payments. 
    7. Reviewed clients' tax records, such as wage statements and previous tax returns.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS

Lead Tax advisor Resume

Summary : Financial Forecasting, Modeling and Financial Analysis, Pricing establishment Portfolio Management and Risk Analysis Budget Planning Preparation and Financial Management Various computer software skills-computer technical skills Tax Law and Procedures.

Skills : Various Computer Software, Communication Skills.

Description :

    1. Taxed advisor, work with tax law administration, and all its technical aspects.
    2. Primary duties are guided individuals on tax law and procedures and do tax return preparation.
    3. Performed financial analysis and collect taxes from individuals as required.
    4. Worked with self-employed individuals, small businesses, and corporations.
    5. Promoted and educated the public on the agency's free services. Have made several employee suggestions to improve quality and streamline procedures.
    6. Assisted taxpayers that are past due on income and payroll taxes on recovery and resolution.
    7. Customer Service in tax preparation Small Tax firm preparing taxes and IRS representation.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Liberal Arts

Tax Advisor Resume

Headline : Objective is to obtain a position in a professional office environment where skills are valued and benefit the company.

Skills : MS-Word Expert, PowerPoint, Access, Outlook.

Description :

    1. Interacted with clients and conduct interviews to gather tax-related information.
    2. Advised companies, professionals, and individuals on tax matters.
    3. Prepared tax returns for companies, professionals, and individuals.
    4. Developed professional relationships with clients.
    5. Maintained confidentiality of all the information gathered in the process of preparing tax papers and returns.
    6. Researched tax-related matters for clients and individuals.
    7. Answered and responded to all tax inquiries from clients and individuals.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Banker