Tax Assistant Resume Samples

A tax assistant is responsible for assisting in tax related operations of the company. The roles and responsibilities underlined in the job description template are doing bank operations like data entry and verification, reconciliation of accounts, clearance of suspension entries and auditing of accounts. The other responsibilities highlighted in the Tax Assistant Resume sample are cash flow statements, preparing trading profit and loss statements, preparing balance sheets and finalizing the same and preparing income tax returns. The other responsibilities are Vat and service tax returns filing, understanding ETDS, GST, and other such details and clearing it.

The skills required are good knowledge of tax, proficiency with computers and online trading and other work, meticulous in nature and good communication skills. The educational qualification required is a bachelor in commerce. An experience I taxation or audit is an added advantage.

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Tax Assistant Resume example

Tax Assistant Resume

Headline : Tax Assistant is responsible for tax compliance, tax preparation, and filing returns as required by the Internal Revenue Service (IRS).

Skills : Typing, stocking, organizing, entering in information.

Tax Assistant Resume Template

Description :

  1. Provided incoming and outgoing customer service regarding real estate keeping tax rolls, maps and records of taxes levied and paid.
  2. Interviewed property owners to resolve complaints and answer questions concerning taxes and appraisal values.
  3. Analyzed recordkeeping systems, forms control, office layout, personnel create new systems and revise established procedures.
  4. Studied methods of improving work measurements and performance standards.
  5. Prepared reports including conclusions and recommendations for solutions to administrative problems.
  6. Ensured that all client information was entered into the tax database correctly. 
  7. Completed and maintained business licenses, and retrieve and annual report on each business's financial status.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
Diploma


Tax Assistant ll Resume

Headline : Personality and have managed diverse aspects of the administrative and human resources functions. Opportunity over the past several working with high-level executives and personnel management.

Skills : MS Office, Administrative, Management, Customer Service.

Tax Assistant ll Resume Format

Description :

  1. Tax Administrative Assistant Prepared invoices, reports, financial statements, and any other pertinent documents using applications.
  2. Created and maintained confidential employee and client profiles within a tax-wise database.
  3. Managed manager's schedule and oversaw phone lines to direct all incoming calls correctly.
  4. Opened, sorted, and distributed all incoming correspondence in various mediums including email and fax.
  5. Demonstrated excellence in attitude and communication when greeting clients to determine the nature and needs of their visit.
  6. Established and maintained relationships with customers Assisted and to handle client needs Maintained filing system of corporate documents, records, and reports.
  7. Ensured that all client information was entered into tax database correctly. 
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
BS


Tax Assistant l Resume

Headline : Administrative Support position where professional experience in planning, organizing and implementing innovative programs and policies; effective and persuasive communications; foresighted decision-making; technical problem solving; and the ability to motivate individuals will contribute to the overall efficiency and increased profitability of a growth-oriented organization.

Skills : Microsoft Office, Microsoft Word, Microsoft Excel,.

Tax Assistant l Resume Format

Description :

  1. Research information and complete applications to do business in federal,  and local withholding and unemployment tax returns.
  2. Prepare payroll tax payments on a daily, weekly, monthly, quarterly and annual basis.
  3. Maintain current knowledge of tax laws and how they affect the company, researching tax issues as needed.
  4. Research and resolve tax notices/discrepancies referred by government, state and local agencies in a timely manner to avoid penalties and interest.
  5. Communicate payroll tax procedures to payroll operations to ensure compliance with all governmental regulations.
  6. Types correspondences, properly route and attends to systematic filing arrangements, including locked confidential files.
  7. Ensure that all client information was entered into tax database correctly. 
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
BS

Tax Assistant/Consultant Resume

Headline : To obtain a position with your company that will allow utilizing customer service, supervising, and telecom skills dedicated and focused professional that has of experience working with equipment maintenance and team supervision that also has management and manufacturing experience.

Skills : Financial Aid Administration, Benefits Administration, Office Administration, Customer Support, Call Center Experience, Payroll Tax.

Tax Assistant/Consultant Resume Example

Description :

  1. Provided administrative support to a group of specialists who aided in the resolution of payroll tax notices.
  2. Consulted with third party agencies to provide specialized services for Federal tax liens.
  3. Performed basic secretarial duties such as filing, faxing, and inbound call routing.
  4. Provided reports to management detailing the status of all pending and resolved tax notices.
  5. Maintained steady communication with clients on the status of their inquiries.
  6. Investigated all issues and hazards in the facility and recommend modification and changes in work procedures if required.
  7. Analyzed all customer issues and ensure effective resolution within the required timeframe. 
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
BS

Tax Assistant/Executive Resume

Headline : Persuasive and concise communicator with the ability to work effectively with clients and firm personnel. Highly organized professionally capable of managing multiple projects and deadlines in a fast-paced environment.

Skills : Microsoft Office Suite, Russian, Quickbooks, Peachtree, Adobe Acrobat, Google Docs, Team Leader.

Tax Assistant/Executive Resume Format

Description :

  1. Prepare tax returns, extensions, and related tax filings for medium to high net worth clients.
  2. Analyze client provided tax information for accuracy and appropriateness.
  3. Review individual tax returns for discrepancies and incomplete information by comparing and analyzing client prior and current year returns.
  4. Develop extensive worksheets tracking items such as billings and cash in tax returns and financial reporting.
  5. Perform client bookkeeping, including journal entries and monthly closing procedures.
  6. Ensure that all client information was entered into tax database correctly.
  7. Process bank deposits, certified mailings, and other special delivery services using proper accounting procedures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Tax Assistant/Supervisor Resume

Headline : Results-oriented with proven success in problem-solving, independent action and ability to thrive in dynamic and challenging situations. Experience working between and Non-profit agencies in the metropolitan areas.

Skills : VBA, Microsoft Excel, managerial Accounting, Pascal, Filing Tax return.

Tax Assistant/Supervisor Resume Template

Description :

  1. Prepared sent out of documents to the client and follow up to be signed back.
  2. Responsible for checking monthly and quarterly payment and return if required.
  3. Prepared payroll tax returns such as Form  Prepared sales tax return in an efficient and timely manner Prepared local tax returns such as S.F.
  4. Ensured that all client information was entered into the tax database correctly.
  5. Prepared and gather all necessary documentation, when the audit request is submitted.
  6. Maintained running system queries using software such as the monarch, sap, and OneSource.
  7. Prepared tax returns to form provide other taxation services for low to moderate-income individuals in the community.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Tax Assistant/Specialist Resume

Headline : Seeking to work for a prestigious organization with all efficiency, diligence, and integrity for taking the company to the next level and enhancing the profits of the company and heightening the strong customer rapport skills can help in achieving customer satisfaction.

Skills : Exceptional writing skills,Proficient in Microsoft Word,Outlook, Excel and PowerPoint. Proven problem-solving skills.

Tax Assistant/Specialist Resume Format

Description :

  1. Assisted and supported senior manager, Executive Assistant high net-worth client tax matters.
  2. Prepared, organize and handle all tax documents for high net-worth individuals and businesses.
  3. Corresponded with an agent via verbal or written communication on various client tax matters.
  4. Researched tax and registration compliances for state and local, as well as setting up new entities.
  5. Ensured that all client information was entered into the tax database correctly. 
  6. Established and maintained a great client relationship to Perform other duties as assigned.
  7. Prepared tax returns and provided assistance to reviewers by communicating with the client and filing federal and states tax returns.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Tax Assistant/Coordinator Resume

Headline : A dedicated and focused employee who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals with Excel spreadsheets Professional.

Skills : Ms. Word, MS Office, Outlook, Office: Word, Powerpoint, Photoshop, Photography, Sales, Typing, Windows

Tax Assistant/Coordinator Resume Format

Description :

  1. Performed routine clerical work that follows prescribed or well-established procedures.
  2. Worked involved the operation of simple office machines.
  3. Performed routine work in entering alphanumeric coded or uncoded data into data entry devices to record data directly into the memory of a computer.
  4. Worked primarily involves accurately entering a large amount of routine data as a member of a data entry production unit.
  5. Worked involves some verification of the accuracy of previously processed work.
  6. Assigned are received in the format of written or transcribed to cards, tapes, disks, or computers in accordance with a predetermined format.
  7. Ensured that all client information was entered into tax database correctly. 
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Tax Assistant/Representative Resume

Headline : Results-driven professional with experience in customer service and hospitality. Developed multiple abs with various levels of management. The ability to complete deadlines in a professional and timely manner will prove to be beneficial to your department and what your company represents.

Skills : Microsoft Excel, Microsoft Work, Typing, Relationship Building Skills.

Tax Assistant/Representative Resume Model

Description :

  1. Daily assignments included office coordination, scheduled meetings, prepared, and maintained office records and
  2. Corresponded to management on a basis with current events.
  3. Received and telephone calls, take messages, schedules appointments for professionals and provides information to callers requiring general information.
  4. Scheduled and arranged meetings and conferences for management as needed.
  5. Established and maintained office files, logs, indexes, and any information concerning workloads on a daily basis.
  6. Took meeting minutes for management and distributed via email.
  7. Determined needs and ordered supplies, equipment at ad hoc and updated management on status of issues before scheduled meetings.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Associate. Tax Assistant Resume

Headline : Tax assistant is responsible for assisting in the administrative aspects of the tax department. This includes preparing, filing, and auditing tax returns. The tax assistant also assists in preparation of W-2s, 1099 statements, and other required forms for employees.

Skills : Microsoft Dynamic Navision, Microsoft Office, Ms. Word, MS Office, Outlook, Office: Word, Powerpoint.

Associate. Tax Assistant Resume Sample

Description :

  1. Provided extraordinary customer service to internal and external customers.
  2. Answered a large range of telephone calls, schedule appointments and take initial data from potential clients who are seeking tax assistance.
  3. Responsible for entering client's data into the software using Microsoft Word and other related programs in an expeditious and proficient manner.
  4. Typed letters and memorandums from draft into a final format that was provided to the client.
  5. Navigated through the internal revenue website to identify rates for electronic filing and current rules and regulations for processing.
  6. Filed confidential and non- confidential information and protect the privacy of clients.
  7. Ensured that all client information was entered into the tax database correctly.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
BS

Tax Assistant/Analyst Resume

Headline : Creative Thinking and Problem-Solving Current responsibilities include attending to all Staff Management and Development accounting processes of four restaurants and Strategic Planning and Restaurant Managers, and the Assistant staff Controller.

Skills : Customer Service, Interpersonal, Medical Terminology, Organizational, Adaptability, Dependability.

Tax Assistant/Analyst Resume Template

Description :

  1. Assisted with clerical work such as, scanning, printing, and shredding important documents.
  2. Input People soft data on clientele as well as assist in tasks in order to complete the forms needed to finish the customer's taxes.
  3. Used Customer Service Typing Interpersonal Clerical Mathematical Reading Comprehension.
  4. Prepared State Income Tax, State and City Payroll information, Invoices.
  5. Analyzed all tax accounts by quarter and processed quarterly Federal, State, and Franchise Tax Transfers.
  6. Ensured that all client information was entered into the tax database correctly.
  7. Prepared and gather all necessary documentation, when the audit request is submitted.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
BS

Tax Assistant Resume

Headline : Several Companies have worked with had international offices. Created budgets and converted them into foreign country currency as well on a monthly basis. Other qualities are being a key strategic member of Senior Management teams.

Skills : Microsoft Dynamics, Great Plains, Peachtree, Lawson, Hyperion, PeopleSoft, Deltek Cost Point, Vision.

Tax Assistant Resume Model

Description :

  1. Ensures that all client information was entered into the tax database correctly.
  2. Completes and maintains business licenses, and retrieve and annual report on each business's financial status.
  3. Calculates Employee compensation packages and incorporated them into the tax return.
  4. Prepares and gather all necessary documentation, when the audit request is submitted.
  5. Prepares and quarterly sales and use tax returns and property tax returns.
  6. Provides other taxation services for low to moderate-income individuals in the community.
  7. Reports are maintained running system queries using software such as  sap, and OneSource.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS