A Tax Administrative Assistant supports the organization’s tax or accounting department. The job description and duties are listed on the Tax Administrative Assistant Resume as – processing tax returns, maintaining databases, taking charge of running the office, answering phones, greeting customers, making appointments, filing paperwork, performing data entry, scanning documents, receiving and sorting mail, creating reports and presentations. Performing tax and accounting duties are also part of the primary duties carried out by these professionals.
Employers look for applicants with the following skillsets – proficiency in computer programs, basic mathematical skills, the ability to handle sensitive and confidential information properly, MS Office skills, strong communication skills, and high attention to detail. A college degree is often listed on successful resumes.
Objective : Dynamic Tax Administrative Assistant with 2 years of comprehensive experience in managing administrative tasks within a tax consulting environment. Proficient in document preparation, client communication, and maintaining confidentiality of sensitive information. Eager to leverage organizational skills and attention to detail to enhance operational efficiency and support tax professionals.
Skills : Document Management, Tax Preparation, Data Entry, Client Communication
Description :
Managed project assignments, including document scanning, data entry, and daily administrative duties for a tax consulting firm.
Achieved proficiency in tax software, reducing processing times for returns.
Worked autonomously while maintaining strict confidentiality for high-profile clients.
Processed monthly reports and general tax returns, ensuring accuracy and compliance.
Supported three CPAs with appointment management, document preparation, and mail handling.
Conducted research for partners and staff using various online resources to enhance project outcomes.
Maintained organized filing systems for easy retrieval of client documents.
Experience
0-2 Years
Level
Entry Level
Education
AAS Accounting
Junior Tax Administrative Assistant Resume
Objective : Ambitious Junior Tax Administrative Assistant with two years of experience in tax support and administrative functions. Skilled in managing tax documentation, client correspondence, and ensuring compliance with regulations. Committed to enhancing team efficiency and accuracy in tax-related processes while fostering strong client relationships.
Assisted in the preparation and filing of individual and corporate tax returns.
Maintained organized records of client transactions and tax documents.
Communicated effectively with clients to gather necessary information.
Ensured confidentiality and security of sensitive client data.
Collaborated with tax professionals to streamline processes and improve efficiency.
Trained in tax accounting principles and practices.
Developed a client billing policy that improved payment turnaround time.
Experience
0-2 Years
Level
Junior
Education
A.S. in Accounting
Tax Administrative Assistant Resume
Headline : Results-oriented Tax Administrative Assistant with 7 years of experience in efficiently managing tax documentation, client interactions, and compliance processes. Expert in streamlining operations, ensuring timely tax filings, and maintaining confidentiality. Passionate about utilizing strong analytical and organizational skills to support tax professionals and enhance overall productivity.
Assisted in preparing and filing tax returns for individuals and businesses.
Maintained accurate records of tax documents and client information.
Utilized Excel to sort and analyze clients' financial data effectively.
Engaged with clients daily to address inquiries regarding resolution strategies, payment plans, and compliance issues.
Analyzed financial statements to assess clients' equity and repayment capabilities.
Handled confidential and time-sensitive materials related to clients' financial operations.
Demonstrated strong problem-solving skills by prioritizing tasks and leading assignments independently.
Experience
5-7 Years
Level
Senior
Education
A.A.S.
Tax Filing Assistant Resume
Objective : Detail-oriented professional with 2 years of experience in tax filing and administrative support. Adept at managing documentation, ensuring compliance, and facilitating effective communication with clients. Passionate about enhancing operational workflows and providing exceptional assistance to tax professionals to achieve timely and accurate filings.
Provided comprehensive administrative support to the Federal Tax Department, assisting 18 professionals in tax-related tasks.
Coordinated detailed travel arrangements for executives, ensuring timely and efficient itineraries.
Managed MS Outlook calendar for the Managing Director and produced regular reports for departmental analysis.
Maintained accurate billing records for multiple clients, ensuring all transactions were documented and processed.
Revamped the department's filing system to enhance organization and accessibility of tax records.
Handled high volumes of communication while maintaining confidentiality and exercising discretion with sensitive information.
Assisted in preparing tax documentation, ensuring compliance with regulatory standards.
Experience
0-2 Years
Level
Entry Level
Education
AAS Accounting
Tax Administrative Assistant Resume
Summary : Accomplished Tax Administrative Assistant with 10 years of extensive experience in streamlining tax processes and enhancing client relations. Expertise in document management, compliance tracking, and supporting tax professionals to ensure timely and accurate filings. Committed to driving operational excellence and providing exceptional administrative support.
Skills : Presentation Software, Tax Software Proficiency, Attention To Detail, Technical Skills, Workflow Optimization, Time Management
Description :
Supervised workflow and delegated tasks to optimize efficiency within the firm.
Coordinated domestic and international travel arrangements for tax professionals.
Compiled and managed monthly billing statements for client accounts.
Scheduled appointments for partners with potential clients and provided exceptional front-office support.
Maintained an organized filing system and conducted monthly inventory of office supplies.
Served as a liaison between tax staff and senior management, communicating critical updates.
Led a project to transition to a paperless system, significantly improving operational efficiency.
Experience
7-10 Years
Level
Management
Education
AAS in Accounting
Tax Compliance Assistant Resume
Objective : Detail-oriented Tax Compliance Assistant with 5 years of experience in tax documentation and compliance processes. Proven expertise in managing client communications and ensuring timely filings while upholding confidentiality standards. Passionate about utilizing analytical skills to enhance operational efficiency and support tax professionals in achieving accurate tax compliance.
Assisted the Managing Partner and tax staff in preparing and filing tax returns, ensuring accuracy and compliance.
Coordinated the assembly of both e-filed and paper-filed tax returns for timely submission.
Managed the e-filing process for extensions and estimates, maintaining precise records.
Prepared client correspondence, including letters to the IRS and state tax agencies, ensuring clarity and compliance.
Maintained organized client files, including certified mail receipts and tax documents.
Formatted and drafted various documents in Word and PDF, ensuring professional presentation.
Supported tax professionals by managing schedules and coordinating client meetings.
Experience
2-5 Years
Level
Consultant
Education
B.S. in Accounting
Tax Administrative Assistant Resume
Summary : With a decade of experience as a Tax Administrative Assistant, I excel in managing tax documentation, facilitating client communication, and ensuring compliance with regulatory standards. My strong organizational skills and attention to detail drive efficiency and support tax professionals in achieving accurate and timely filings. I am committed to enhancing operational workflows and delivering exceptional administrative support.
Skills : Advanced Microsoft Word Skills, Tax Terminology Knowledge, Fast And Accurate Typing Skills, Tax Research, Form Preparation, Communication Skills
Description :
Conduct thorough research for tax documentation, ensuring accuracy and compliance.
Efficiently manage filing and clerical tasks, enhancing overall office productivity.
Perform tax processing functions, including tracking returns and assembling tax documents.
Utilize QuickBooks for billing and financial documentation management.
Maintain an organized virtual file room, ensuring easy access to important documents.
Communicate effectively with clients to resolve issues and provide exceptional service.
Digitally archive tax returns and documents into Caseware for streamlined access.
Experience
10+ Years
Level
Executive
Education
AAS in Accounting
Tax Filing Coordinator Resume
Objective : Dedicated Tax Filing Coordinator with 2 years of experience in tax preparation and administrative support. Proficient in managing client communications, processing tax returns, and maintaining compliance with regulations. Aiming to streamline filing processes and enhance efficiency while ensuring confidentiality and accuracy in all tasks.
Skills : Organizational Skills, Record Keeping, Research Skills, Problem Solving, Confidentiality, Microsoft Excel
Description :
Processed over 1,200 individual tax returns and 500 corporate returns, ensuring timely and accurate submissions.
Managed the electronic filing of tax returns, tracking acceptance and addressing rejections promptly.
Prepared comprehensive tax organizers for clients, facilitating efficient information gathering.
Maintained confidentiality while managing sensitive client information and tax documentation.
Collaborated with tax professionals to ensure all client deadlines were met and communicated effectively.
Assisted in the preparation of various tax correspondence, including IRS letters and client inquiries.
Supported the organization of client appointments and maintained the tax filing system for optimal efficiency.
Experience
0-2 Years
Level
Fresher
Education
B.S. Accounting
Tax Administrative Assistant Resume
Headline : Accomplished Tax Administrative Assistant with 7 years of extensive experience in managing tax documentation, coordinating client communications, and ensuring compliance with tax regulations. Adept at optimizing operational workflows and enhancing team productivity, I am committed to delivering accurate and timely support to tax professionals while maintaining confidentiality.
Skills : Microsoft Office Suite, Tax Document Editing, Tax Compliance Proofreading, Client Service Management, Adaptability, Critical Thinking
Description :
Reconciled petty cash accounts and prepared 1099 filings, ensuring compliance with IRS regulations.
Managed daily mail distribution and maintained accurate records of incoming and outgoing correspondence.
Processed up to 1,000 invoices weekly, ensuring timely payment and accurate record-keeping.
Oversaw the receptionist area, providing exceptional client service and managing inquiries effectively.
Managed deadlines for tax filings and payments to avoid penalties.
Coordinated logistics for tax filing deadlines, ensuring all documents were submitted on time.
Assisted in training new staff on tax filing procedures and office protocols, fostering a collaborative environment.
Experience
5-7 Years
Level
Senior
Education
A.S. Accounting
Tax Administrative Assistant Resume
Objective : Results-driven Tax Administrative Assistant with 5 years of expertise in tax documentation and administrative support. Adept at managing client communications, ensuring compliance, and streamlining operational workflows. Committed to enhancing efficiency and accuracy in tax filing processes while maintaining confidentiality and fostering strong professional relationships.
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