Tax Assistant Resume Samples

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Tax Assistants provide support to tax professionals and handle various taxation matters. Based on our collection of sample resumes, the most common work activities performed by Tax Assistants are answering to client inquiries, making sure tax returns are filled in time, supporting audit teams, and handling correspondence. Those seeking to work as Tax Assistants should highlight in their resumes qualifications like tax problems knowledge, time management, organization, teamwork, computer competencies, and accuracy. Most Tax Assistants hold a high school diploma and an Associate's Degree in accounting or a similar field.

For more information on what it takes to be a Tax Assistant, check out our complete Tax Assistant Job Description .

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1

Tax Assistant

Responsible for completing different types of Tax forms including Federal and State

  • Completed over 50 Federal and State Taxes daily during the busy Tax season
  • Answered customers' questions and addressed problems and complaints in person and by phone.
  • Built customer confidence by actively listening to their concerns and giving appropriate feedback.
Candidate Info
2
years in
workforce
2
years
at this job
BA
Accounting
2

Tax Assistant

Converted, allocated and drafted bill reports for over 50 counties in various states

  • Drafted, verified and distributed rent roll reports for various counties
  • Verified vendor information, approved bills and refund checks through OneSource Database and Yardi
  • Maintained real estate database for reporting and tax bill information
  • Acquired knowledge of property tax jurisdictions throughout the country including Protest deadlines, Appeal deadlines and tracking Statutory deadlines
Candidate Info
2
years in
workforce
6
months
at this job
BA
Legal Studies
3

Budget Analyst / Tax Assistant

Valued and calculated bond rates proximity to Securities Industries Financial Market Association

  • Conducted research to find alternative solutions to falling bond markets
  • Analyzed statistical data in reference to university cash management department
  • Reviewed and reconciled contracts, agreements, and requisitions
  • Monitored legal compliance tax laws with Washington, D.C., Virginia and Maryland
  • Compiled employee time, production, and payroll data in PeopleSoft, processed W-4 for withholdings
  • Recorded employee information, such as exemptions, transfers, and resignations, in order to maintain and update payroll records in PeopleSoft
Candidate Info
12
years in
workforce
4
years
at this job
BBA
Finance
4

Property Tax Assistant

Researched unclaimed property tax for 259 corporate entities nationwide, resulting in 102 successful claims totaling $104,000.

  • Responded to notices from tax authorities on personal property tax related matters.
  • Maintained tax records and provided clerical assistance to team members as required.
  • Assisted with special projects and year-end close.
Candidate Info
4
years in
workforce
9
months
at this job
5

Payroll Tax Assistant

Responsible for federal 940, 941, 1040, 1099 lease bonus, state withholding tax, and unemployment tax for six subsidiaries and payroll annual reconciliation for 26 states

  • Developed a program for annual reconciliation which was used as a model in the department for state withholding tax
  • Updated existing accounting system to provide greater operational flexibility
  • Monitored the quarterly tax payments on the federal deposit account which resulted in the avoidance of additional penalties and interest
Candidate Info
1
year in
workforce
1
year
at this job
BS
Accounting
6

Fiduciary Tax Assistant

Orchestrated tax season processes for the central processing unit (CPU) 2009 & 2010

  • Filed fiduciary and estate tax returns, extensions, and miscellaneous documents.
  • Managed and organized seasonal employee's tasks and monitor their performance.
  • Identified, processed, and deposited client refund checks.
  • Identified, inputted, and distributed tax notices.
  • Composed and reviewed client engagement letters.
  • Interacted with clients in need tax assistance.
  • Completed manager and team assigned tasks & projects.
Candidate Info
3
years in
workforce
2
years
at this job
BS
Accounting
MA
Master of Arts
7

Volunteered Income Tax Assistant

Interviewed clients and collect information about taxable income and deductible expenses

  • Computed taxes and completed forms tax returns
  • Consulted tax law and provided future tax planning to clients
  • Reviewed financial records as income statements expenditures for tax returns
  • Speak and write fluently in Vietnamese
  • Advanced skills in Microsoft Office and QuickBooks
Candidate Info
3
years in
workforce
3
years
at this job
BA
Business Administration Finance
Art
8

Tax Assistant

Processed individual federal and state tax returns for resident and nonresident clients

  • Confirmed that all tax documents were properly reviewed by coordinator for accuracy
  • Maintained important documents and records confidential
  • Worked with tax software applications and coordinated with Internal Revenue Service to provide
  • Maintained professional relationships with clients
Candidate Info
3
years in
workforce
4
months
at this job
AS
Science
9

Tax Assistant

Accurately entered data and performed mathematical operations using Microsoft Excel

  • Provided reliable tax advice to upper management
  • Organized and recorded tax preparation documents throughout the year
  • Supervised bookkeeping in preparation for internal and external auditing
  • Responsible for maintaining accurate records according to up-to-date tax legislation
Candidate Info
3
years in
workforce
2
years
at this job
BS
Financial Services
10

Income Tax Assistant

  • Computed taxes owed or overpaid and completed tax forms on TaxWise software
  • Reviewed data input and totals on tax forms to ensure no errors in arithmetic
  • Answered questions and prepared copies for clients in organized manner
  • Learned tax practices by consulting with senior staff on procedures for complex tax issues
  • Interviewed 25 clients to obtain W-2 and accounting information on taxable income and deductible expenses
  • Saved tax liability around 200 dollars for clients by utilizing appropriate adjustments, deductions and credits
Candidate Info
8
months in
workforce
3
months
at this job
BBA
Accounting
MS
Accounting

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