A tax assistant is responsible for assisting in tax related operations of the company. The roles and responsibilities underlined in the job description template are doing bank operations like data entry and verification, reconciliation of accounts, clearance of suspension entries and auditing of accounts. The other responsibilities highlighted in the Tax Assistant Resume sample are cash flow statements, preparing trading profit and loss statements, preparing balance sheets and finalizing the same and preparing income tax returns. The other responsibilities are Vat and service tax returns filing, understanding ETDS, GST, and other such details and clearing it.
The skills required are good knowledge of tax, proficiency with computers and online trading and other work, meticulous in nature and good communication skills. The educational qualification required is a bachelor in commerce. An experience I taxation or audit is an added advantage.
Objective : Dedicated Tax Assistant with 2 years of experience in tax compliance and preparation. Adept at filing returns, managing W-2s, and 1099 forms while ensuring adherence to IRS regulations. Proven ability to streamline processes and enhance efficiency in tax administration. Committed to delivering high-quality support and maintaining accurate financial records.
Provided exceptional customer service related to tax inquiries, ensuring accurate information was conveyed.
Interviewed clients to gather necessary documentation for tax filings, resolving issues promptly.
Maintained organized records of tax returns and related documents for efficient retrieval.
Analyzed existing procedures and proposed improvements to enhance operational efficiency.
Created reports summarizing tax-related activities and compliance issues for management review.
Collaborated with team members to ensure all deadlines were met.
Conducted research on tax regulations to stay updated on compliance requirements.
Experience
0-2 Years
Level
Entry Level
Education
AAS Accounting
Tax Preparer Resume
Objective : Tax Preparer with 5 years of extensive experience in tax compliance and preparation. Skilled in managing individual and corporate tax returns, ensuring adherence to all IRS regulations. Known for improving operational efficiency and delivering exceptional client service, while maintaining meticulous financial records. Eager to contribute expertise to a dynamic team committed to excellence.
Prepared tax returns for individuals and businesses, ensuring compliance with federal and state regulations.
Maintained detailed financial records and documentation to support tax filings and audits.
Managed client communications to clarify tax matters and provide updates on return statuses.
Conducted thorough reviews of financial statements to identify discrepancies and recommend corrections.
Trained junior staff on tax preparation processes and software usage.
Streamlined the collection of client documents, enhancing the efficiency of tax preparation.
Assisted in resolving tax-related inquiries and issues with the IRS on behalf of clients.
Experience
2-5 Years
Level
Junior
Education
B.S. Accounting
Tax Assistant Resume
Objective : Proficient Tax Assistant with 2 years of hands-on experience in tax preparation and compliance. Skilled in filing returns, managing W-2s and 1099 forms, while ensuring compliance with IRS regulations. Strong analytical abilities to resolve discrepancies and enhance operational efficiency. Dedicated to delivering accurate financial documentation and exceptional client support.
Skills : Tax Compliance, Advanced Microsoft Excel, Income Tax Knowledge, Sales Tax Knowledge, Payroll Processing, Expense Tracking
Description :
Research and complete applications for federal, state, and local tax returns.
Assisted in preparing and filing individual and business tax returns accurately and on time.
Maintain current knowledge of tax laws and regulations affecting the company.
Resolve tax notices and discrepancies from government agencies promptly.
Conducted tax research to ensure compliance with federal, state, and local tax laws.
Organize and maintain systematic filing of confidential tax documents.
Assist in preparing tax returns and forms for various clients.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Accounting
Tax Clerk Resume
Objective : Accomplished Tax Clerk with 5 years of expertise in tax compliance and return preparation. Proficient in managing diverse tax forms and ensuring strict adherence to IRS regulations. Recognized for optimizing workflows and enhancing client satisfaction through accurate financial reporting. Passionate about contributing to a progressive team focused on excellence in tax administration.
Skills : Multi-tasking, Deadline Oriented, Time Management, Problem Solving, Regulatory Knowledge, Accounting Principles
Description :
Provided comprehensive support in resolving payroll tax notices, ensuring compliance with IRS guidelines.
Collaborated with external agencies to manage and resolve federal tax liens effectively.
Executed administrative tasks including filing, data entry, and managing inbound inquiries efficiently.
Generated detailed reports for management, tracking the status of tax notices to ensure timely resolutions.
Maintained consistent communication with clients regarding their tax inquiries and documentation status.
Conducted thorough investigations of discrepancies, recommending procedural changes to enhance accuracy.
Analyzed client issues, ensuring effective resolutions within established timelines.
Experience
2-5 Years
Level
Consultant
Education
AAS Accounting
Tax Assistant Resume
Headline : Tax Assistant with 7 years of comprehensive experience in tax preparation and compliance for diverse clientele. Expertise in managing tax filings, ensuring compliance with IRS regulations, and enhancing operational efficiency. Proven track record of delivering exceptional client service and maintaining precise financial records. Eager to leverage skills to support a dynamic tax team.
Skills : Microsoft Office Suite (excel, Word, Powerpoint), Sales Tax Returns, Payroll Tax Processing, Audit Support, Document Management, Financial Analysis
Description :
Prepare and file tax returns, extensions, and related forms for a diverse client base, ensuring compliance with IRS regulations.
Analyze client-provided tax information for accuracy and appropriateness, minimizing discrepancies.
Review individual tax returns for completeness by comparing current and prior year data.
Create detailed worksheets to track billings and cash flow for financial reporting.
Conduct bookkeeping tasks, including journal entries and monthly closings.
Process client payments and manage special delivery services adhering to accounting standards.
Assist clients with inquiries and provide exceptional customer service throughout the tax preparation process.
Experience
5-7 Years
Level
Executive
Education
B.S. Accounting
Tax Filing Assistant Resume
Headline : Detail-oriented Tax Assistant with over 3 years of experience in tax preparation and compliance. Proficient in utilizing tax software to ensure accurate filings and maximize client deductions. Strong analytical skills with a commitment to maintaining up-to-date knowledge of tax regulations. Excellent communication abilities to assist clients in understanding their tax obligations and options.
Skills : Data Entry, Advanced Excel Skills, Client Communication, Data Entry Accuracy
Description :
Coordinated the preparation and filing of various tax returns, ensuring compliance with IRS regulations.
Reviewed and verified client documentation for accuracy, significantly reducing errors in tax filings.
Managed payroll tax returns and sales tax submissions efficiently, meeting all deadlines.
Communicated with clients to gather necessary information and provide updates on their tax status.
Assisted in training new team members on tax preparation processes and compliance requirements.
Conducted periodic audits of tax documents to ensure adherence to standards and accuracy.
Developed and maintained organized filing systems for tax documents to enhance retrieval efficiency.
Experience
5-7 Years
Level
Management
Education
B.S.A.
Tax Assistant Resume
Objective : Dedicated Tax Assistant with a solid background in tax preparation and client support. Skilled in gathering financial data, preparing tax returns, and ensuring compliance with federal and state regulations. Known for attention to detail and ability to work under tight deadlines. Eager to leverage expertise in tax software and client relations to contribute to a dynamic accounting team.
Skills : Tax Documentation Skills, Mathematical Skills, Filing Systems, Tax Law Knowledge, Income Tax Returns, Tax Planning
Description :
Supported senior management in handling high-net-worth client tax matters, ensuring accuracy and compliance.
Prepared and organized tax documents for individual and corporate clients, maintaining meticulous records.
Communicated effectively with clients and tax agents regarding various tax-related inquiries.
Conducted research on state and local tax compliance, facilitating the setup of new entities.
Built and maintained strong client relationships, providing excellent service and support.
Prepared and filed federal and state tax returns, coordinating with reviewers to ensure accuracy.
Assisted in the development of tax strategies to optimize client tax positions.
Experience
2-5 Years
Level
Senior
Education
B.S. Accounting
Tax Compliance Assistant Resume
Objective : Enthusiastic Tax Compliance Assistant with 2 years of experience in tax preparation and compliance, specializing in accurate filing of returns and management of key tax documents. Skilled in ensuring adherence to IRS regulations while optimizing processes for efficiency. Passionate about delivering precise financial support and enhancing client satisfaction through exceptional service.
Performed routine clerical tasks in compliance with established procedures to support tax preparation.
Utilized office equipment to manage and organize tax-related documents efficiently.
Accurately entered alphanumeric data into tax software to maintain records.
Conducted verification processes to ensure data accuracy and integrity in tax filings.
Assisted in preparing and organizing tax packets for clients.
Collaborated with team members to streamline administrative workflows for tax compliance.
Maintained confidentiality and security of sensitive financial information.
Experience
0-2 Years
Level
Junior
Education
A.S. Accounting
Tax Assistant Resume
Objective : Motivated Tax Assistant with 2 years of experience in tax preparation and compliance. Proficient in managing tax documents, filing returns, and ensuring adherence to regulations. Adept at streamlining processes to enhance accuracy and efficiency. Passionate about providing exceptional service and maintaining meticulous financial records for clients.
Skills : Record Keeping, Microsoft Word Proficiency, Team Collaboration, Irs Regulations, Client Relations, Form Preparation
Description :
Coordinated office tasks, maintained accurate records, and scheduled meetings.
Communicated with management regarding ongoing projects and updates.
Managed incoming calls, directed inquiries, and provided necessary information.
Organized and facilitated meetings for efficient workflow.
Established and updated office filing systems for better data retrieval.
Took minutes during meetings and distributed them promptly.
Ordered office supplies and kept track of inventory levels.
Experience
0-2 Years
Level
Entry Level
Education
AAS Accounting
Tax Operations Assistant Resume
Objective : Tax Operations Assistant with 5 years of robust experience in tax compliance and preparation. Proficient in managing individual and corporate tax returns while ensuring adherence to IRS regulations. Recognized for enhancing operational efficiency and delivering exceptional client service, with a focus on maintaining accurate financial records and fostering strong client relationships.
Delivered exceptional customer service to both internal and external clients, addressing inquiries and concerns effectively.
Managed a high volume of calls, scheduled appointments, and gathered initial information from clients seeking tax assistance.
Accurately entered client data into tax software, ensuring all information was processed efficiently.
Prepared letters and documents for clients, converting drafts into polished final formats.
Researched current IRS regulations and procedures to ensure compliance in tax filings.
Handled sensitive information with discretion, maintaining client confidentiality at all times.
Assisted in training new staff on tax preparation processes and software usage.
Experience
2-5 Years
Level
Junior
Education
B.S. Accounting
Tax Assistant Resume
Headline : Accomplished Tax Assistant with 7 years of extensive experience in tax preparation and compliance. Expertise in managing complex tax filings, ensuring strict adherence to IRS regulations, and improving operational workflows. Recognized for delivering exceptional client service and maintaining accurate financial records. Committed to leveraging analytical skills to support a high-performing tax team.
Skills : Microsoft Excel, Tax Regulations, Tax Documentation Management, Process Improvement, Filing Tax Returns
Description :
Assisted in preparing and filing federal and state tax returns for various clientele.
Managed client data entry and ensured accuracy in tax documentation.
Utilized tax software to optimize tax return processes and maximize deductions.
Analyzed quarterly tax accounts and facilitated timely tax payments.
Provided exceptional customer service by addressing client inquiries and concerns.
Ensured compliance with IRS regulations and maintained up-to-date knowledge of tax laws.
Collaborated with team members to enhance overall efficiency in tax preparation.
Experience
5-7 Years
Level
Senior
Education
B.S. Accounting
Tax Assistant Resume
Objective : Tax Assistant with 2 years of experience specializing in tax preparation and compliance. Proficient in managing tax documentation, filing returns, and ensuring adherence to IRS guidelines. Known for enhancing accuracy in financial reporting and providing excellent client support. Eager to contribute to an efficient tax team with a commitment to maintaining precise records and optimizing processes.
Skills : Adaptability, Tax Compliance Software, Basic Bookkeeping, Data Entry And Management, Financial Reporting Skills
Description :
Ensured accurate entry of client data into the tax database, enhancing data integrity.
Managed preparation of business licenses and annual financial reports for compliance.
Calculated employee compensation packages and incorporated them into tax returns.
Prepared necessary documentation for audit requests, ensuring timely responses.
Provided support during tax audits by gathering required documentation.
Provided tax services for low to moderate-income clients, supporting community needs.
Generated reports by executing system queries using software like SAP and OneSource.
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