Tax Associate Resume Samples

A Tax Associate will assist individuals and firms with federal and state income tax preparation and compliance tasks. Normally working for financial services companies and accounting firms, these associates disburse all tasks that are mentioned on the Tax Associate Resume – assisting in preparation of corporate, partnership and individual tax returns; interviewing clients and gathering essential information such as expenses, incomes and other financial records; keeping the tax liability of the client to a minimum by using proper adjustment and deductions; researching tax issues; providing related documentation, and ensuring proper tax setups and deductions by working for the accounting and payroll department.

Those interested in this career field must denote on the resume the following skills – proficiency and knowledge of using sophisticated tax preparation software and applications; and the ability to analyze corporate and individual taxation, and stay tuned with latest tax standards and regulations. Tax associate jobs necessitate candidates to have at least a degree in accounting or finance.

Tax Associate Resume

Objective : Over 7 years experience in Banking and Finance field and over 10 years of providing excellent customer service and client retention. Recognized by management for accuracy, efficiency, and commitment to excellence. Implemented efficient use of time saving skills to help save the company both time and money while increasing customer satisfaction.

Skills : Attention to detail, analytical, written and spoken communication, leadership, teamwork.

Description :

    1. Answer questions and provide future tax planning to clients.
    2. Calculate form preparation fees according to return complexity and processing time required.
    3. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
    4. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
    5. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
    6. Explain federal and state tax laws to individuals and companies.
    7. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    8. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS In Accounting


Corporate Tax Associate Resume

Objective : Over 7 years experience in Banking and Finance field and over 10 years of providing excellent customer service and client retention. Recognized by management for accuracy, efficiency, and commitment to excellence. Implemented efficient use of time saving skills to help save the company both time and money while increasing customer satisfaction.

Skills : Strong customer service skills, Ability to perform.

Description :

    1. Build customer relations by interviewing clients and preparing tax returns to determine whether the client had correctly reported all income and paid all the necessary tax, thus ensuring that they receive the highest possible tax refund.
    2. Provided information to assist clients, about measures to take, in making better financial decisions.
    3. Achievement of 100% of personal tax season goal.
    4. Achievement of 100% in client experience survey.
    5. Assist the branch in achieving all tax season goals.
    6. Skills Used Ability to learn and adapt easily.
    7. Relationship building Time management Ability to work under stress People oriented Motivation.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Social Sciences


Senior Tax Associate Resume

Objective : Over 14 years of experience, including as a Cashier, a Tax Associate, a Certified Nurse Aide, and as an Assembler in Automotive Industries.

Skills : Microsoft Office, 10-Key, Typing, Peachtree Accounting, Project Management, Quality Assurance, Customer Service.

Description :

    1. Prepared tax returns for individuals and small businesses.
    2. Prepared tax forms such as federal, state, local, property and sales/use.
    3. Used tax form instructions and tables to complete tax forms.
    4. Interviewed clients to obtain information such as taxable income, deductible expenses and allowances.
    5. Reviewed financial records such as prior tax returns, income statements, expenditure documents and receipts.
    6. Selected appropriate tax forms based on financial record review.
    7. Used data management and accounting software.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Accounting

Lead Tax Associate Resume

Summary : Detail oriented, discerning professional with ten years of multi-national payroll, HR and accounting expertise. Demonstrated ability to prioritize and manages multiple projects simultaneously, meet and anticipate tight timelines and manage situations from start to finish. Proficient with a variety of software applications, including ADP Workforcenow, Paychex & Quick books, banking software and cloud based collaboration tools.

Skills : Microsoft Office, Quickbooks, Lacerte, Lacerte.

Description :

    1. Conducts interviews with clients to obtain pertinent tax information and prepares tax returns for individuals and small businesses.
    2. Reviews client income statements and related documentation.
    3. Calculates taxes owed or overpaid, following tax form instructions and tax tables.
    4. Uses appropriate adjustments, deductions, and credits to keep client taxes to a minimum.
    5. Performs administrative duties, including filing, answering phone calls, and providing customer service.
    6. Assembles individual state and federal income tax returns; calculates client estimated income tax payments.
    7. Maintains tax records and related documentation; helps clients in tax planning.
    8. Interacts with clients on tax return information, due dates, deadlines, and other compliance matters.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Federal Tax Associate Resume

Objective : Over 4 years of experience, including as an Administrative and Technical Specialist, as a Tax Associate and as an Office Assistant in industries including Social Services.

Skills : Tax laws, sales, customer service, computers, bookkeeping.

Description :

    1. Prepared tax returns for individuals and small businesses.
    2. Prepared tax forms such as federal, state, local, property, sales/use, franchise receipts and gross receipts.
    3. Used tax form instructions and tables to complete tax forms.
    4. Interviewed clients to obtain information taxable income, deductible expenses and allowances.
    5. Reviewed financial records such as prior tax returns, income statements, expenditure documents and receipts.
    6. Selected appropriate tax forms based on financial record review.
    7. Calculated depreciation/amortization taxes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA In Business

Tax Associate (Seasonal) Resume

Objective : Highly qualified Tax Associate with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Basic Computer Skills.

Description :

    1. Coordinated with a team in preparing and filing federal form 1065 partnership tax returns and all necessary schedules.
    2. Built tax work paper files to calculate book income, taxable income, and tax allocation amounts for every partner in a hedge fund or private equity client.
    3. Generated and reviewed K-1 packages for all partners including statements and footnotes.
    4. Verified client information files and cleared any issues to ensure all client and IRS deadlines were met.
    5. Prepared various state tax returns for clients such as JP Morgan, Court Square Investors, Emigrant with multiple funds nationally.
    6. Worked with a team to properly create and file federal and state extensions.
    7. Implemented RPM+ to prepare K-1, tax allocation and other workpapers.
    8. Used Gosystem to prepare federal, state and local tax return extensions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Accounting

Tax Associate II Resume

Headline : Sociable, punctual, diligent and responsible student with a strong work ethic and professional attitude. Ability to work in a team, handle multiple assignments, meet deadlines and maintain confidentiality.

Skills : Microsoft Office, Accounting.

Description :

    1. Prepared tax returns for individuals, small businesses.
    2. Prepared tax forms such as federal, state.
    3. Interviewed clients to obtain information taxable income, deductible expenses and allowances.
    4. Reviewed financial records such as prior tax returns, income statements, expenditure documents, receipts.
    5. Selected appropriate tax forms based on financial record review.
    6. Calculated depreciation/amortization taxes.
    7. Used data management and accounting software.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Vocational In Business

Experienced Tax Associate Resume

Summary : Self-motivated professional with a passion for providing great customer service with steadfast leadership and exceptional communication skills. Highly adept at supervising and managing various workgroups as well as training and developing staff to carry out a wide range of duties.

Skills : Microsoft Office; CCH ProSystem Tax; CFS Tax Tool, BNA Income Tax Planner, Visual Account Mate For LAN, QuickBooks, Creative Solution Accounting, Academic Search Premier, SAP, Paradox.

Description :

    1. Conducted federal & multi-state tax return preparation for C-corporation, S-corporation, partnership, high net-worth individual, fiduciary and private foundation.
    2. Performed research on tax issues using Internal Revenue Code or other treasury regulations to comply with filing requirements.
    3. Compiled working papers to substantiate tax provisions on non-audited financial statements.
    4. Identified and communicated tax matters to Managers and Partners Assisted to provide comprehensive tax advisory and compliance service to high net worth individual clients in order to maximize tax advantage.
    5. Collected Tax Provision and generated work paper to facilitate IRS Audit purpose.
    6. Prepared quarterly estimates and year-end projections for clients.
    7. Filed Form 1099-Misc for clients Assisted to prepare gift tax return and payroll tax return Managed multitask to meet filing deadlines.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
M.S. In Accountancy Option

Federal Tax Associate Resume

Objective : A position in Data Entry Processor. Past experience covers a wide range of responsibilities in many areas.

Skills : Experience with Windows XP, Microsoft Excel, Word and Works Proficient in Military CHCS, CHCS II, Misys Health Care Systems and office management.

Description :

    1. Hired initially for the season but was offered to work in the year round office.
    2. Performed various clerical duties including scheduling appointments, providing information on programs, typing, filing, faxing, reviewed daily correspondence, and answering phones making outbound follow-up calls.
    3. Performed data entry, report preparation, telephone reception.
    4. Acted as a primary information resource providing referrals, direction, information, and general assistance.
    5. Performed tasks with pleasant and friendly personality.
    6. Worked in fast-paced, high-pressured positions demonstrating the ability to prioritize multiple tasks, meet deadlines, and provide quality customer service.
    7. Reviewed, processed, and resolved taxpayer and internal processing errors detected in income tax returns.
    8. Used bilingual skills to greet clients and assist them in completing their tax forms.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
GED

Junior Tax Associate Resume

Objective : Positive and out-going attitude with willingness to learn great phone etiquette. Hands on work, something that I can learn that's different and that is satisfying in the since that is shows the results in the end.

Skills : Microsoft Word, Excel, PowerPoint, Outlook, Access, Amadeus, BPCS, TPS, QuickBooks, Bluescreen, Efficient Typist 72-80 Wpm, Fluent In Spanish, Inventory And Cycle Counting Training, Microsoft Access Training, And Quality Management Training.

Description :

    1. Completed tax forms in accordance with policies, and in compliance with legislation and regulations.
    2. Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    3. Identified potential tax credits and liabilities and ensured accurate and complete returns were filed in a timely manner.
    4. Handled routine client tax questions, and worked with clients to collect necessary information for tax return completion and compliance.
    5. Worked with the tax team to prepare and learn to review tax returns.
    6. Managed a diverse portfolio for tax and advisory assignments.
    7. Built relationship with our clients by ensuring high service standards.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MS In Accountancy

Sales Tax Associate Resume

Headline : Motivated customer service specialist with oner 20 years retail experience in a fast-paced, team-based enviroment. Customer Service Rep driven to exceed sales goals and build long term relationships with customers. Delivers positive experiences through high-quality customer care. Friendly Sales Associate adept at working in diverse retail and customer service enviroments.

Skills : Microsoft.

Description :

    1. Answered an average of 50+ calls per day by addressing customer inquiries, solving problems and providing new product information.
    2. Greeted customers entering the store to ascertain what each customer wanted or needed.
    3. Earned management trust by serving as key holder, responsibly opening and closing store.
    4. Politely assisting customers in person and via telephone.
    5. Provided an elevated customer experience to generate a loyal clientele.
    6. Maintained cleanliness and presentation of stock room and production floor.
    7. Built Long-term customer relationships and advised customers on purchases and promotions.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accounting

Tax Associate Resume

Summary : A highly motivated Accounting professional having 7+ Years of experience in Finance Industry, who is passionate about what she does, with a proven and verifiable record of references. Highly appreciated and recognized for the knowledge in the subject, due diligence, sense of responsibility and as a finisher.

Skills : 10 key by touch - Typing - Computers - Administrative Assistant - Fast learner -.

Description :

    1. Reviewed and prepared federal & state tax returns for individuals, corporations, partnerships, trust, and fiduciaries; conducted tax planning, research, and tax preparation for high net worth professionals.
    2. Evaluated and planned tax strategies for clients' international investments.
    3. Reviewed, interpreted and developed tax positions based upon the provisions of international treaties, agreements and other relevant documents and contracts, to ensure compliance with regulatory requirements of Foreign Bank Account Reporting.
    4. Drafted and negotiated tax agreements and customer contracts.
    5. Supervised junior Tax Accountants and Bookkeepers; provided monthly reviews of Financial Statements issued.
    6. Reviewed and prepared property tax, sales tax, and license permits.
    7. Reviewed and prepared payroll tax quarterly reporting.
    8. Researched, analyzed and communicated impact of current and proposed tax legislations to clients and team members.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Master Of Science