A Tax Technician helps the accounting department in filling out and filing taxes. The job duties include – helping private clients file paperwork, and helping the company during audits. Other related responsibilities are listed on the Tax Technician Resume as – doing research, preparing government forms, preparing and filing taxes; undertaking administrative duties, preparing and delivering important documents, preparing various government forms, taking responsibility for retrieving forms, researching the needed data, and mailing it.
The nature of the job demands the following skills and abilities from job applicants – the ability to locate and trace items quickly; the ability to comply with governing rules and regulations; a strong understanding of tax codes and the ability to provide client confidentiality, and accounting skills. Most of these technicians possess a degree in accounting or finance and have a tax background.
Summary : Tax Technician with 10 years of accounting and administration management experience who helped maximize and strengthen the internal capacity of a high-impact and well respected $2MM organization. Strategic thought-partner on the Director team. Played a critical role as a key member of the team as Girls on the Run-Chicago to enhance its quality programming and build capacity.
Skills : MS Office, Planning Skills, Multitasking.
Description :
Responsible for keeping informed on changes that may affect the flow of my inventory, it is also important to be informed of the privacy act and disclosure procedures as they apply to the release of taxpayer account information.
Worked the taxpayer contact program which entailed receiving incoming calls to do with Tefra notices and there process and procedures, these calls came from taxpayers their representatives, IRS field and campus compliance employees and managers, state agencies and other outside organizations.
Utilized Microsoft Exel and Access to secure return and K-1 information off the Y-k1 program and to create spreadsheet's for large project inventories.
Assisted co-workers within my unit as well as the report writing team's with technical questions.
Acted as a liaison between the Internal Revenue Service and employers or their authorized representative to resolve federal certification discrepancies, issue re-certifications of Federal Form 940C as needed.
Provided customer services to all employers calling and reviewing their accounts.
Served as program liaisons with the participating client courts to assist in account maintenance and resolution.
Experience
10+ Years
Level
Senior
Education
GED
Tax Technician Resume
Headline : Responsible for Organizing client work papers in file management systems, Reviewing and analyzing tax-related documents with guidance from team members.
Skills : Microsoft Office, Technician, Management Skills.
Description :
Worked with the Unemployment Compensation Management System Assist in maintaining and controlling employer accounts.
Obtained necessary quarterly reports, collect monies due, prepare letters to collect the delinquencies, prepare field assignments to collect the delinquencies if the employer fails to respond, prepare financial statements of employers' accounts, authorize liens and forward to the legal department.
Communicated with other Pennsylvania Departments to obtain information necessary for collection efforts.
Prepared financial statements for use by the Assistant Attorney General's staff and other authorized representatives in pursuing legal action against employers.
Made adjustments and allocations, verify and allocate payments made, other than those received with paid quarterly reports, make corrections to quarterly reports, and notify Field Accounting Services and Legal Division when necessary.
Calculated experience rates, administer and apply the experience rating provision under the PA UC Law.
Verified employer's registration, issue contribution rates based on ledger examinations, analyze documents and audit accounts for computing the contribution rates.
Experience
5-7 Years
Level
Junior
Education
Bachelor Of Science In Accounting
Tax Technician Resume
Headline : To obtain a Tax Technician position that will enable me to use my strong organizational skills, educational background, and ability to work well with people.
Responded to incoming telephone calls from the Automated Call Distribution (ACD) System to resolve collection accounts relating to the court-ordered fine.
Provided information regarding account balances and determine the appropriate method of collection action needed to assist the debtor in resolving their accounts.
Explained Court-Ordered Debt Collection procedures and processes to the debtor.
Made appropriate account adjustments in order to resolve the debtor's collection account.
Issued, modified or released involuntary collection actions based on an analysis of a debtor's financial situation.
Analyzed debtor financial information to negotiate short-term payment arrangement or validate financial information.
Responded to written correspondence received from the debtor in order to assist the debtor in resolving their accounts.
Experience
5-7 Years
Level
Executive
Education
General Business
Tax Technician Resume
Headline : Seeking a Tax Technician position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : MS Office, Planning Skilsm Tax paying Skills.
Description :
Performed a wide array of taxpayer service functions and duties on an intermittent basis.
Received, sorted, filing and otherwise processed large volumes of incoming individual, partnership, and corporate tax returns.
Effectively interacted with taxpayers by responding to their problems, inquiries, and requests with patience, courtesy, and respect.
Quickly promoted to Assistant Manager based upon a record of proven performance.
Continually interacted positively and pleasantly with a large and diverse clientele in delivering food and beverage orders on a pleasant and personalized basis.
Controlled and accurately accounted for large amounts in a fast, efficient, and tactful manner.
Provided assistance and information to multiple stakeholders on taxation law, rules, regulations, compliance procedures, and specialized programs.
Experience
5-7 Years
Level
Executive
Education
BS
Tax Technician Resume
Summary : Tax Technician with 10 years of accounting and administration management experience who helped maximize and strengthen the internal capacity of a high-impact and well respected $2MM organization. Strategic thought-partner on the Director team. Played a critical role as a key member of the team as Girls on the Run-Chicago continued to enhance its quality programming and build capacity.
Skills : Computer Skills, Communication Skills, Customer Service.
Description :
Spoke with taxpayers.
Analyzed and reviewed taxpayers' accounts.
Contacted other employees.
Processed taxpayer's correspondence.
Used Computer capability with Windows access.
Performed tax lien, tax redemptions, and tax lien sale functions.
Reconciled individual sales, use, lodgers' and occupational privilege tax filings for taxpayers, data entry, and bank processing errors that resulted in incorrect liabilities or suspended payments.
Experience
10+ Years
Level
Senior
Education
BA
Tax Technician Resume
Summary : Highly motivated, detail orientated, a customer service representative with 17 years of experience in both call center and retail positions. Extremely dependable and reliable with a strong work ethic and work well independently and as a team member. Demonstrate the ability to perform in a high-speed diverse environment while multi-tasking and adapting to daily changes. Able to analyze data, while drawing sound conclusions and taking effective actions when necessary.
Skills : Computer, Office Manager, Business Owner.
Description :
Communicated with customers through incoming calls and written correspondence to resolve account discrepancies.
Initiated necessary transactions to resolve taxpayers' accounts.
Responded to emails the department received from the outside public regarding general tax requirements.
Explained state regulations to ensure taxpayers' remained compliant with California laws.
Assisted with projects and reports within the department as well as other areas when necessary.
Clearly communicated account information to callers while striving for a one-call resolution.
Used Strong organizational skills ACD, IWS, and ASPECT Phone System MS Office Good judgment Customer service Interpersonal skills Time management Problem solving Verbal and written communication Utilize resources.
Experience
10+ Years
Level
Senior
Education
GED
Tax Technician Resume
Headline : Highly organized and detailed oriented Tax Technician with more than fifteen years' experience delivering thorough, knowledgeable administrative support to senior executives, peers, managers, and supervisors. Additionally, capable of leading groups to accomplish goals/objectives.
Skills : Microsoft word, Planning Skills, Tax Paying Skills.
Description :
Responsible for the preparation and filing of approximately 2,000 personal property tax returns.
Assisted in compiling documentation for tax audits and interact with auditors.
Supported tax-related functions globally throughout the company.
Responsible for assisting with any property tax projects in coordination with the Manager, Property Tax.
Reviewed property assessments and file appeals when necessary.
Obtained, organized, and manipulated, through SAP and other sources, data necessary to complete property tax returns.
Completed property tax rebilling log to ensure that all pass-thru taxes are rebilled in a timely manner to customers.
Experience
5-7 Years
Level
Junior
Education
Associates In General Insurance
Tax Technician Resume
Headline : Motivated, personable business Tax Technician professional with a successful track record while employed with the state of California. Talent for quickly mastering technology. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential personal information.
Skills : Customer Service, Call Center, Quality Assurance, Supervisor.
Description :
Analyzed validate and collected delinquent DMV registration, parking fees, and dishonored check fees.
Analyzed and validated fees based on the debtor's vehicle whereabouts, possible sale, and timeframes.
Released and modified legal actions based on account analyses as well as taking financial statements regarding hardships.
Provided excellent customer service and inform debtors where to make payments and referrals to DMV field offices and/or the department's liaison.
Performed the following: Monitor accounts Document customer contact Provide in-depth analysis of complex accounts Respond professional and effectively through verbal and written communications Comprehend and respond accurately to verbal inquiries.
Met face to face with customers to retrieve personal information.
Asked customers various questions to ensure accuracy when filing tax returns.
Experience
5-7 Years
Level
Executive
Education
Information Technology
Tax Technician Resume
Objective : Responsible for Answering reactive calls directly related to business entity tax matters Analyze and interpret written, and also Responsible for preparing annual 1099 statements, agency letters, and trust and partnership tax returns for Wealth Management Maintain all assigned.
Skills : Accounting Skills, Bookkeeping Center, Management Skills.
Description :
Addressed special projects within multiple tax divisions assigned by top management.
Processed tax forms and cash receipts.
Gathered and organized taxpayer files, address errors.
Performed quality control measures on taxpayer payments.
Researched, analyzed, and performed adjustments on taxpayer accounts.
Worked professionally and effectively with the public and government employees.
Experienced providing customer support in busy call center environments for the sales and use tax department.
Experience
0-2 Years
Level
Entry Level
Education
BS In Business Administration
Tax Technician Resume
Objective : Self-motivated billing and collections manager with years of experience, related proficiencies, and background in billing and collection system design, implementation, and operation. Detail-oriented individual who exemplifies professionalism, with an ability to manage multiple projects and tasks at any given moment.
Skills : Advanced Microsoft Excel, SQL, QuickBooks, Word, Access, PowerPoint, & Outlook Accounting Knowledge &: Accounting Principles And Methods Including Managerial And Cost Accounting; Generally Accepted Accounting Principles, Excel.
Description :
Responsible for preparation of corporate, individual, and fiduciary income tax returns.
Performed research on Federal, State, and Local tax issues.
Held role of Technology Coordinator for the Detroit BTR department.
Duties included tax software training, testing, and troubleshooting.
Proficient with FastTax, Super forms, and ProsystemFX tax preparation software, as well as FastLeads audit system, Microsoft Excel, and Microsoft Excel.
Greeted clients and walk-ins.
Prepared individual and family tax returns in accordance with due diligence requirements.
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