A Tax Processor deals with taking conclusive action while assigning fines to escrow accounts, revising and approving the tax payments for newly created loans, interacting with the solicitors, closing agents, and companies in taxation related issues. In addition to that, a Tax Processor ensures proper arrangement of Tax Service contracts, training and development of junior staff, and work on special projects.
The roles and responsibilities are to ensure that the disbursement of Tax payments happens on time nationally, act following state tax regulations, investigate the past data from loan initiation and previous creditors, regulate the accountability and provide a thorough indication for salvage of the financial loss. For educational qualifications, a Tax Processor must complete a bachelor’s degree in finance or accounting. A Tax Processor Resume has assets like communication skills, proficiency in computer, teamwork, analytical skills, fiscal acumen, collaboration with the enterprise department, and filling up returns of tax.
Objective : As a Tax Processor, responsible for Ensuring timely response of inquiries from mortgage lenders, homeowners, and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt, professional, & accurate manner, etc.
Skills : MS Office, Customer Service, Management Skills.
Description :
Disbursed tax returns on escrowed loans.
Managed a portfolio of approximately 25,000 loans.
Researched delinquent tax statements.
Answered tax and customer service related questions.
Interacted with outside tax reporting vendors.
Released Processor Obtained original loan documents from the custodian and private investors for the preparation of Lien Releases.
Interacted with private investors for the execution of Lien Releases.
Experience
2-5 Years
Level
Executive
Education
GED
Tax Processor Resume
Objective : Tax Processor with 5 years of experience in Communicating with clients, customers and upper level management utilizing provided software. and also experience in Processing documents and assignments efficiently, etc.
Prepared, arranged and filed Federal and State tax returns.
Administered and managed paper work and tax returns electronically.
Supported tax processing department with related activities and tasks.
Provided assistance to department staff for facilitating mailing, coordinating meetings, record keeping, and other administrative duties as needed.
Ability to work with all levels of management.
Worked closely with Senior Management and Vice-Chairs.
Acted as a mentor to team members using problem-solving techniques to achieve common intention.
Experience
2-5 Years
Level
Executive
Education
GED
Tax Processor Resume
Objective : Tax Processor with 2 years of experience in Researching loan accounts for correct homeowner Research information to determine if escrow balance was sufficient, etc.
Skills : Microsoft Office, Gen Tax, Management Skills.
Description :
Had to look over every individual's tax return to make sure it was correct.
Had to make sure that customers paperwork was put together in the right order.
Had to deal with checks and large amount of money.
Assisted customers with questions on property.
Processed payments, assist in other property information.
Collected Working with delinquent taxpayers to bring them current.
Communicated with borrowers concerning the Lien Release process.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Tax Processor Resume
Objective : Hardworking, organized, Tax Processor professional with a proven background delivering sensible clerical processing solutions on time and under budget while working as a team member or team leader.
Skills : Certification Business Administration/ Human Resource Assistant, Clerical Skills.
Description :
Received and sorted mails, fax and other packages to designated areas.
Interacted effectively with clients and maintain regular correspondence.
In charged of filing client returns by the perspective deadlines through the company database.
Updated and maintained internal databases concerned with client data.
Answered and directed calls to appropriate executives and parties, taking messages.
Ensured all clients remain informed on their outstanding debts and deadlines.
Assumed the responsibility of receiving and sorting incoming payments with attention to credibility.
Managed the status of accounts and balances and identify inconsistencies.
Issued and posted bills, receipts, and invoices.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Tax Processor Resume
Objective : To seek a challenging Tax Processor position with a growth oriented organization that will allow full utilization of my experience and bring advancement and growth for the organization.
Contacted tax agencies to obtain required information.
Ensured that all tax agencies are accurately identified.
Verified that the borrower name, address and parcel number match.
Obtained and documented current tax amount status, delinquency and redemption information through coordination of agency visits, written and telephone correspondence with agencies.
Obtained and recorded property tax data information gathered from tax agencies to input into contracted loan database Accurately enter agency tax data by inputting alphabetic and numeric information to applicable systems and formats.
Obtained information from taxing authorities for various states.
Researched parcels, loan documents, work refunds and situs address.
Set up and released all outgoing wires.
Experience
2-5 Years
Level
Junior
Education
GED
Tax Processor Resume
Objective : Responsive and reliable professional who strives to deliver excellent client service on every project. Parallel processor works well with all levels of management with little supervision. Strong organizational and administrative skills; experience in implementing internal controls. Extensive computer experience, including MS Office, advanced Excel user, Lexis, Westlaw, QuickBooks, Peachtree, CCH and RIA tax preparation software.
Skills : MS Office, Data Entry, Multitasking.
Description :
Prepared Forms 1040 and 1065 using Thomson Reuters RIA Fastax/GoSystems tax preparation software.
Prepared quarterly depreciation schedules for corporate clients using Sage FAX depreciation software.
Worked closely with tax seniors and associates to solve complex tax processing issues.
Provided tax processing services to meet tight deadlines, working evenings, weekends and holidays.
Supported tax compliance function by cross training with coworkers; developed teambuilding skills.
Recruited new client for executive tax preparation services.
Participated in KNOW, the network of professional women within KPMG.
Experience
2-5 Years
Level
Executive
Education
Bachelor Degree
Tax Processor Resume
Summary : As a Tax Processor, responsible for Positively communicating with customers and the Sales Department via phone, email and Microsoft Teams regarding collections, debit and credit limit revocations, credit limit increases, trade references, account statements, etc.
Skills : Excel, Internet Research, Typing, Receptionist, Administrative Assistant, Microsoft Office.
Description :
Researched taxpayer accounts to obtain history of the account for payments and any other information needed to effectively collect taxes.
Posted various tax payments, additional tax monies and other inquiries to various tax accounts.
Provided tax related assistance to taxpayer in person and over the telephone.
Fixed issues to correct tax related errors to various accounts.
Processed and distributed incoming mail.
Operated multi-function switchboard and cancel tax liens (upon request).
Trained new Sales tax employees, processors and clerks.
Experience
10+ Years
Level
Senior
Education
Bachelor Degree
Tax Processor Resume
Objective : Seeking to work in an environment that will challenge me further; while allowing me to contribute to the growth and success of the organization. Obtain a position that will provide me the ability to apply my educational and work experience to a growing industry. I look forward to working with a company that promotes and provides me with the opportunity to meet and exceed goals.
Skills : MS Office, Tracing Skills, Multitasking, Problem Solving Skills.
Description :
Reviewed, verified, and made adjustments on tax returns, vehicle titles, and registration forms.
Traced refund checks which taxpayers claim have not been received and forwards to a more senior processor for analysis.
Mailed assessments with appropriate documentation for additional tax that is due and notices of credits that have been applied.
Identified and coded loose checks and certified mail cards with checks.
Prepared New Mexico State income tax returns for low income and elderly taxpayers.
Processed paper returns ensuring accuracy and speed.
Created/edited presentations/ correspondence with some instruction.
Created/edited and published 300 plus page monthly book for senior executive and vice chair meeting.
Experience
2-5 Years
Level
Executive
Education
Bachelor Degree
Tax Processor Resume
Objective : Tax Processor with 2 years of experience in Identifying tax bills received and pay property taxes on a timely basis. and also experience in Searching for tax amounts on properties using available systems as well as the internet, etc.
Skills : Excel, Communication Skills, Problem Solving Skills, Accounting.
Description :
Processed all tax returns and extensions.
Scanned and tracked all company information through an internal main frame.
Maintained firms filing system.
Operated all office equipment. Helped with reception duties.
Maintained office supply inventory.
Helped with other general office responsibilities.
Worked in Quality Review to make sure that checks and tax documents clients submitted where accurate and correct.
Experience
2-5 Years
Level
Executive
Education
Bachelor Degree
Tax Processor Resume
Objective : As a Tax Processor with 2 years of experience in Reviewing, processing and finalizing federal, state, and city/local tax returns for accuracy Process quarterly estimate packages and distribute, etc.
Skills : Data Entry, Excellent Customer Service, Communication skills.
Description :
Reviewed submitted returns, instruction sheets, and dockets for completeness/accuracy prior to processing the returns.
Obtained necessary sign offs prior to processing.
Printed, copied, assembled and distributed tax returns in accordance with Tax Processing/Assembly guidelines.
Coordinated the delivery of assembled tax returns to the client.
Scanned tax returns and other miscellaneous client-related documents.
Extracted and entered data onto spread sheets as well as on current dash board.
Gathered research from tax authorities.
Pursued disbursements as well as handling exemptions to make corrective changes to specific accounts.
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