Tax Specialist Resume Samples

A Tax Specialist will take responsibility for all documentation and support related to taxation. The job description entails assisting with the preparation of annual tax provisions and related tax accounting. A well-drafted Tax Specialist Resume identifies the following core duties – preparing annual or quarterly federal related tax compliance; managing tax software, implementing new features and updates; responding to related tax correspondence and research issues; conducting sales tax audits; developing and maintaining all account reconciliations, coordinating with auditors in tax portion, transmitting taxes before last date; and coordinating with staff and employers.

The most sought-after qualifications for the post include – familiarity with domestic corporate tax filings; extensive knowledge of MS Word and experience with tax software, strong interaction skills; and knowledge of annual federal related tax compliance. A degree with a CPA and MST is preferred.

Tax Specialist Resume

Summary : Multi-faceted professional with areas of expertise in accounting, tax knowledge and preparation, strong business background. Positions that I am interested in are accounting related, business or research analyst, tax preparation, audit and research.

Skills : Detail oriented, management and business administration, research.

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.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA In Accounting


Tax Specialist Resume

Summary : Honest, open-minded and hard-working college graduate desiring to employ business administration skills, such as accounting, auditing and tax research, tax preparation, financial accounting, time management and other knowledge to support your company goals.

Skills : Microsoft Office, Blockworks.

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.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting


Tax Specialist/Accountant Resume

Headline : Highly qualified Tax Specialist 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 : Microsoft Office.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Tax Specialist/Accountant Resume

Objective : To employ my knowledge and experience with the intention of securing a position as an Accountant with an opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.

Skills : Pivot Tables, Visual Basic,.

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.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S. In Business Management

Certified Tax Specialist Resume

Headline : Commended by management for creating procedures to efficiently and accurately reconcile personal property tax filings for review. Minimized potential audit exposure and implemented audit controls for future audits. Created procedures utilizing Microsoft Access to streamline creation of PPT letters and labels for mailing; in addition to creating internal sales and use tax training procedures.

Skills : Microsoft Excel, Leadership, Problem Solving, Analytics, Forecasting, Budgeting, Simulations.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Accounting

Tax Specialist III Resume

Summary : An experienced Staff Accountant, highly organized and can multi-task in a fast-paced work environment. Resourceful, adaptable and a goal-oriented professional with good decision-making skills. Can produce innovative ideas and execute accordingly. A Staff Accountant who wants to pursue role where I can enhance my technical abilities, organizational expertise, and human relation skills.

Skills : Verbal, communication,Attention to detail.

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.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting & Finance

Payroll Tax Specialist Resume

Objective : An Tax or Audit associate position where my experience in conducing quality Tax and audit by offering assurance services to all types of industrial clients would help the company grow. I have experience working with an expansive and diverse client-base, which comprises all types of businesses-multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.

Skills : Microsoft Office, 10-Key, business calculator, Customer Service, Typing, Typing, Accounting, Bookkeeping, Fax, Filing, Quickbooks, Quickbooks, Receptionist, Receptionist, Windows.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Engineering Technology

Sales Tax Specialist Resume

Objective : To obtain a position where my knowledge and skills can be utilized and be a benefit to the position.

Skills : Accounting, Bookkeeping, Quick books, Receptionist, Receptionist, Windows.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Corporate Tax Specialist Resume

Objective : Work experience include processing accounts payable, accounts receivables, payroll and preparing individual tax returns. I am interested in all Accounting work that aligns with my experience.

Skills : microsoft office, microsoft Excel, Multi-Line Phone System, Nextgen Software, Budgeting, Billing.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Management

Mortgage Tax Specialist Resume

Objective : A full time position as an Administration Professional and Customer service Life Insurance agent. I have many years' experience in the tax field and insurance industry and am positive that I will bring many benefits to your company.

Skills : Graphic Design, Clerical Microsoft Office.

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.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
General Studies

Mortgage Tax Specialist Resume

Objective : Bi-lingual accounting professional who is committed to continuous development and learning. Two years of tax preparation and QuickBooks experience. Current goals include completing a master's degree in accounting and the CPA exam. Consistently demonstrated the ability to adapt to new roles and methodologies.

Skills : Excel, PowerPoint, Developer Bank Reconciliation Quick Books Partnership Tax Bookkeeping Client Service Outlook.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Accounting

Tax Specialist Resume

Summary : Over 15 years of experience, including as a Credit Specialist, as a Payroll Clerk, Accountant, Tax Specialist and as a Tax Specialist in industries including Water Treatment, Accounting, Most recently, I have been working as a Credit Specialist.

Skills : Microsoft Office Word, Access, PowerPoint, and Excel Able to keyboard Competent in Internet research, written and oral communication.

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.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Management