Tax Specialist Resume Samples

Description :

1. Researched and balanced high volume payroll tax client accounts to ensure accuracy of taxes paid to state, federal and local government agencies.
2. Assist in organizing files and tracking information, audits of client accounts assigned to reduce processing of deadline tasks.
3. Composed letters monthly to tax authorities, review tax compliance, unclaimed property issues, tax registration, and tax laws.
4. Prepared, reviewed heavy volume of excise tax, payroll, sales and use and local option tax returns to city and county and state governments.
5. Automated 90 Excel spreadsheets, for cities, county and state returns which reduced preparation times, deadlines and penalty payments.
6. Redesigned tax compliance spreadsheets to record customer information effectively.
7. Reconcile and audit general ledger accounts along with all tax returns to assure accurate allocations of payments prior to in-house auditors review.
8. Prepared property tax and business license applications regarding the pipeline terminals to city, and county and state governments.

Experience

7-10 Years

Level

Management

Education

MBA In Accounting

Description :

1. Ensure the timely and efficient preparation of the federal and state tax returns, estimated payments and extension calculations.
2. Efficiently review state tax returns and associated tax documentation Research, analyze, interpret and apply state tax law, including state developments and legislative proposals.
3. Clearly and concisely explain technical information with management through both oral and written communication.
4. Interact with other members of the tax department, business units, and taxing authorities to support tax positions, provide research and analysis, and resolve problems.
5. Developed, train and supervise junior staff on various tax projects.
6. Manage state audits independently and effectively with optimal results for the company Review and analyze data regarding additional state filing required based on sales, payroll and property information.
7. Responsible for analyzing federal and international account reconciliations monthly.

Experience

10+ Years

Level

Senior

Education

Accounting

Description :

1. Process tape payments for the disbursements of property taxes prior to the Economic Loss Date.
2. Procure tax amounts, identify and correct problems that would prevent disbursements.
3. Work all rejects thoroughly and correctly.
4. Perform data scrubs prior to cycle of the assigned date.
5. Manage time and duties with little supervision.
6. Capable of assisting other processors with research functions.
7. Demonstrates appropriate time management, business maturity, and organizational skills.

Experience

5-7 Years

Level

Executive

Education

Business Management

Description :

1. Analyze financial statements to develop dynamic international tax reclamation strategies for large institutional investors, primarily Spanish banking groups and domestic pension funds.
2. Draft, review and submit investor tax benefit applications to ensure compliance with local jurisdictions.
3. Manage dividend tax entitlements for diverse investors in overseas tax environments.
4. Generate financial reports to present quarterly earnings to the end client; delineate progress and returns.
5. Track progress and manage pipeline of monies owed to investors.
6. Scrub data for investors to ensure optimized filings and timely deliverables.
7. Develop internal, proprietary software user guide, which decreased training time and reduced support costs for new hires.
8. Maintain client internal document database, ensure proper documents, affidavits, corporate resolutions, etc.

Experience

0-2 Years

Level

Entry Level

Education

B.S. In Business Management

Description :

1. Files sales & use returns, fuel tax, business licenses and other non-income returns and reports in a timely accurate manner.
2. Evaluates, files, and remits payments for escheatment responsibilities on behalf of multiple companies to various states.
3. Prepared property tax and motor carrier returns along with all required schedules and supporting documentation in compliance with the laws of each jurisdiction in which the company operates.
4. Analyzed property tax billings against return filings to validate the accuracy of the tax invoices and promptly prepared payments to taxing authorities.
5. Manages and pursues protests, abatements, and appeals when necessary and profitable by analyzing assessments for multiple companies throughout the U.S.
6. Researched and prepared unclaimed property claim forms for individual states to initiate the release of the company's property.
7. Regularly creates procedures, implements efficient controls, and provides training & support to team members.
8. Assists in the preparation and administration of documentation requests for property tax and sales and use audits.

Experience

5-7 Years

Level

Executive

Education

BS In Accounting

Description :

1. Submitted tax deposits and processed employee tax returns.
2. Helped in resolving indirect taxation matters.
3. Provided advice on tax residence and domicile issues.
4. Determined tax liability and advised clients on minimizing liability.
5. Identified, quantified, and presented tax strategies to clients.
6. Provided military personal tax help on returns and their family members stateside.
7. Ensured submission of compliance (tax) returns by the deadline.

Experience

7-10 Years

Level

Management

Education

Accounting & Finance

Description :

1. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
2. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
3. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
4. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
5. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
6. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
7. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

Experience

2-5 Years

Level

Junior

Education

Engineering Technology

Description :

1. Prepared income tax return forms for businesses and individuals.
2. Reviewed various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current returns.
3. Interviewed clients to get information on deductible expenses, allowances and taxable income.
4. Used tax form instructions and tax tables to make proper entries on the tax form and compute the amount of taxes an individual or business owed.
5. Consulted tax resources and law books to obtain assistance with atypical returns.
6. Assisted clients with applications for lines of credit and issued banking card for those that were approved.
7. Took continuing education courses to stay up-to-date on changes in federal and state tax codes and to increase knowledge to prepare more complex returns.

Experience

2-5 Years

Level

Junior

Education

Diploma

Description :

1. Prepared tax returns for individuals with incomes ranging in $5,000-$80,000 using Drake software.
2. Assisted with bookkeeping for major clients and small businesses.
3. Answered a multi-line phone system and directed calls to the appropriate personnel.
4. Scheduled appointments for all tax preparers and manager on a daily basis.
5. Filed and organized all tax returns in order by last name or business name of the client.
6. Collected cash and check payments from customers.
7. Maintained a clean and organized office environment.
8. Determined eligibility for customers seeking loan products by analyzing payment history, refund amount, and IRS account status.

Experience

2-5 Years

Level

Executive

Education

Business Management

Description :

1. Identify, evaluate options and correct employee's taxation problems.
2. Submit quarter end adjustments and W2'C to correct employees taxation issues.
3. Process payrolls for these employee corrections and submit the amendments to correct the client returns.
4. Track the adjustmates and amendments from start to finish including process dates, downloading reports, audits and completion dates.
5. Receives and resolves human resources representative and client contacts questions and concerns regarding payroll and taxation issues.
6. Ensure the correct documentation is received to set up and term jurisdictions.
7. Handled urgent quarter end tax issues from our tax department that could affect the client filings.
8. Maintain daily statistics to management team and client.

Experience

0-2 Years

Level

Entry Level

Education

General Studies

Description :

1. Prepared data on relevant tax forms such as 1065s, 1120s, and state returns.
2. Received, sorted, and processed external K1 tax return forms.
3. Prepared and file tax extensions before the federal mandated deadlines.
4. Received and organized client data to simplify supervisor's review or prepared work.
5. Requested additional support and asked clarifying questions when appropriate.
6. Cleared diagnostics, submitted returns, cleared rejections, and filed confirmations.
7. Notified engagement teams when tax returns were completed.

Experience

2-5 Years

Level

Executive

Education

Accounting

Description :

1. Prepared tax returns for individuals and small businesses.
2. Prepared tax forms such as federal and 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 and receipts.
5. Selected appropriate tax forms based on financial record review.
6. Used data management and accounting software.
7. Responded to auditor information requests.

Experience

7-10 Years

Level

Management

Education

Management