As a Taxpayer Service Representative, the individual is accountable for rendering technical assistance to taxpayers by preparing and filing state business tax forms. A well-drafted Taxpayer Service Representative Resume mentions the following core duties – determining the cause of taxpayer’s delinquent status, using laws, and rules as source materials, recommending steps needed by the taxpayer to bring them into compliance with the law, reviewing and processing business documents, reviewing and analysing requests for information and clarification of laws, policies, and procedures; and acting as a team leader or lead worker and as a taxpayer advocate as required.
Summary of skills that can highlight a resume is – basic computer knowledge and the ability to learn new computer software, keyboarding skills, the ability to communicate well with a variety of customers, customer service techniques, and the ability to respond to routine inquiries. A degree is commonplace among job applicants.
Summary : Over 25 years of Taxpayer Service Representative professional experiences in several areas, which include but not limited to: Supervisory, Customer Service, Administrative, Property Management and Retail Management. Possess an honest entrepreneurial spirit, excellent work ethics, organizational, customer service, time management and interpersonal skills.
Skills : Management, Retail Management, Sales.
Description :
Annapolis, Maryland Assisted taxpayers by answering inquiries concerning State Tax Laws, rules, policies and filing requirements.
Advised taxpayers on appropriate use of tax forms for filing State Tax Returns.
Researched taxpayer accounts for status, refunds, errors, adjustments and payments.
Explained tax related bills and notices on taxpayer accounts.
Resolved questions and problems concerning State Tax Laws to ensure that tax laws, rules and procedures are interpreted consistently and that the taxpayers are in compliance.
Served as liaison between taxpayer and Tax Commission for problem resolution.
Prepared tax returns.
Experience
10+ Years
Level
Senior
Education
Business Administration
Taxpayer Service Representative Resume
Objective : As a Taxpayer Service Representative is Preparing individual tax documents, including W-2s, 1099s, and 1098s; preparing and file returns on behalf of the individual or business; preparing tax forms for others; answering questions from clients via phone or email; providing customer service.
Skills : Microsoft Office, Wizard Program, Fluent In English, French And Arabic.
Description :
Provided technical assistance to taxpayers by preparing and filing state income and business tax forms.
Reviewed, audited, and edited forms to verify computations and status.
Resolved refund inquiries and responded to taxpayer questions on a full range of tax-related bills and notices; initiated appropriate account actions such as adjustments, transfers, and payment tracers.
Determined reporting requirements based on business type, activity, and related laws.
Explained the provisions of various tax laws.
Determined cause of taxpayer's delinquent status, using tax laws and rules as source materials, and recommended steps needed by the taxpayer to bring them into compliance with the tax law.
Determined taxpayer responsibility to file delinquent returns and took necessary action to close delinquent inquiries.
Experience
2-5 Years
Level
Executive
Education
MS
Taxpayer Service Representative Resume
Summary : Taxpayer Service Representative professional and experienced in structured and challenging environments demanding strong organizational, technical, communications, and interpersonal skills. Trustworthy, kind, and patience. Effective team member processing the skills to communicate and work well with others in a team environment or autonomously with the ability to lead projects.
Assisted taxpayers with questions and concerns regarding income,sales and/or withholding taxes.
Prepared and corrected tax returns and reports for taxpayers.
Used Professionalism Patience Understanding Support System and software usage.
Responded to taxpayers and practitioners.
Assisted in completing the 940 series, 1040 series and other various tax documents.
Reviewed and processed business documents, which may include those for sole proprietorship, partnerships, corporations, limited liability companies, limited partnerships, and others, for correctness and conformity to state laws and rules.
Computed appropriate fees and identified and communicated document deficiencies.
Experience
10+ Years
Level
Senior
Education
BA In Urban Administration
Taxpayer Service Representative Resume
Summary : Taxpayer Service Representative is Providing written materials to clients, including a copy of their W-2 and 1099; completing tax forms on time, accurately, and in accordance with the IRS regulations; providing accurate client information in response to questions from clients as necessary, Attending quarterly training sessions on topics including specific state laws, federal regulations, and other topics relevant to your work.
Skills : Customer Services, Social Services, Planning.
Description :
Reviewed and analysed requests for information and clarification of laws, policies, and procedures.
Conducted interviews in person or over the phone to clarify issues concerning filing requirements, due dates, registration procedures, and similar matters.
Completed research of laws and rules as needed to respond to specific inquiries.
Coordinated with other divisions, sections, or agencies as needed to clarify policies and procedures, determined status of individual accounts, issued clearances, and resolved problems.
Routed requests for materials, publications, or information to appropriate units for processing.
Contacted taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Checked tax forms to verify names and taxpayer identification numbers were correct, that they or that amounts matched those on supporting documentation.
Experience
10+ Years
Level
Senior
Education
MS In Counselling
Taxpayer Service Representative Resume
Objective : Taxpayer Service Representative with 3 years of experience in Providing tax assistance to taxpayers, Answering taxpayers questions regarding the tax laws, procedures and requirements related to the filing of their income tax returns, Assisting in preparing the taxpayers income tax returns using the IRS software and filing system (i.e., prepare tax returns, e-file, etc.).
Skills : Microsoft Office, Tax Management.
Description :
Explained uses of various tax forms, tax notices, and laws that clarified questions by taxpayers.
Answered questions from taxpayers and assisted them in completing tax forms.
Translate Tax Forms into Spanish for Washington, answer correspondence, and queries.
Gave customers account status.
Made necessary account adjustments.
Performed research on various Tax matters.
Answered the phone and other customer service related calls.
Experience
2-5 Years
Level
Executive
Education
Diploma
Taxpayer Service Representative Resume
Objective : Accounting and payroll Taxpayer Service Representative professional, which promotes teamwork and achieves a high level of quality in a fast paced environment, while achieving overall effectiveness. Experience and skills include: -Microsoft Office - Union Payroll -ADP Workforce Now -Multi-State Payroll -ADP E-Time -PDI Payroll -ADP Ceridian-DOS -ReportSmith.
Skills : Fax machine and telephone, Computer knowledge in microsoft word, excel and powepoint.
Description :
Checked in with customers when needed.
Dealed with the IRS and other authorities when necessary.
Provided excellent customer service via phone and email.
Developed strong relationship with customers, maintain confidentiality, report all issues to supervisors as necessary.
Handled all correspondence, filing, and return preparation.
Responded to customer inquiries.
Answered questions about taxes.
Experience
2-5 Years
Level
Junior
Education
MS
Taxpayer Service Representative Resume
Headline : As a Taxpayer Service Representative is Ensuring that all reporting requirements are met, Ensuring that tax information is processed correctly and in a timely manner, Ensuring that your customers tax account is accurately represented to ensure compliance with the Internal Revenue Code and regulations; this includes verifying that all information is complete and accurate.
Assisted taxpayers with tax preparation, calculations and interpretation of returns.
Assisted in preparation of income tax documents such as W-2's and 1099 forms.
Answered general questions regarding taxes, including how to file or pay taxes, or how to prepare your return.
Provided a friendly and professional voice for the Tax Department.
Made a good first impression with new customers (and refer them to other departments).
Identified and resolved issues.
Provided information to customers.
Experience
5-7 Years
Level
Executive
Education
MS
Taxpayer Service Representative Resume
Headline : Taxpayer Service Representative with 6+ years of experience in Answering the telephone for taxpayers and/or prepare their tax returns as needed, Confirming changes to clients' address or phone number(s) (e.g., renaming a cell phone number), Changing addresses/phone numbers (e.g., moving to another state), Taking appointments with taxpayers on behalf of the company to address their concerns or concerns about their taxes on their behalf.
Skills : Tax Management, Social Security, Supervising Skills.
Description :
Maintained a professional appearance and demeanor.
Accurately identified and communicated the specific needs of customers.
Assisted taxpayers by answering their questions about the tax law, filing requirements, or resolving their problems.
Provided information about the full range of IRS programs, including programs for lower income taxpayers, elderly and disabled individuals, military veterans, children, spouses or dependents.
Prepared tax returns for seniors, small business owners and others.
Prepared Form W-4s for Social Security recipients.
Prepared Form 1040 Forms for individuals and businesses using software or paper forms.
Experience
5-7 Years
Level
Executive
Education
MS
Taxpayer Service Representative Resume
Headline : Taxpayer Service Representative is Assisting with delinquent notices, correspondence with public authorities, etc. as needed, and also Answering questions regarding tax law and procedures related to taxes and prepare returns for individuals and families as needed, Taking photographs or video documentation of taxpayer issues as needed; providing a copy of these photographs or videos to clients upon request.
Prepared Schedule A (Form 1040) forms for business owners.
Prepared Schedule C (Form 1040EZ) forms for small businesses; preparing Form W-2 Forms reporting wages paid to employees.
Provided telephone and online support to taxpayers.
Answered questions on the phone and online regarding tax questions.
Assisted taxpayers with documents and processes related to taxes, including but not limited to: W-2s, W3s, 1099s, IRAs, etc.
Assisted taxpayers in completing their tax returns using IRS Forms 1040 or 1040NR or other applicable forms of tax information.
Provided assistance with other required federal tax forms such as FAFSA (Free Application for Federal Student Aid), IRS Form W2G (W2G) and any others that may be requested.
Experience
5-7 Years
Level
Executive
Education
GED
Taxpayer Service Representative Resume
Summary : Taxpayer Service Representative is Providing quality customer service to taxpayers, with a focus on prevention, Ensuring that the IRS processes taxpayer claims as efficiently as possible and within established timelines, Ensuring that all taxpayers receive their correct tax refund and are not penalised for filing late or missing certain information.
Skills : Taxpayer, Managing, Maintenance Skills.
Description :
Provided information to taxpayers.
Provided a written record of all interactions with taxpayers who have contact with the IRS.
Assisted taxpayers in identifying their correct filing status and prepare their returns as requested.
Arranged for payment of taxes due on individual returns.
Advised taxpayers on how to apply for an extension of time to file and prepare their return, if applicable.
Assisted in the preparation of income tax returns for Americans living abroad (e.g., Canada).
Assisted individuals in the administration of the payment of federal income taxes.
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