Tax Associate Resume Samples

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Tax Associates help their clients comply with tax regulations and pay the lowest amount of taxes without breaking fiscal laws. Basic responsibilities of a Tax Associate include ensuring conformity with fiscal rules and industry standards, analyzing liabilities, supervising the payroll department, and filling tax returns. Those seeking to work as Tax Associates should showcase in their resumes fiscal acumen, analytical thinking, strong communication skills, teamwork, and computer competencies. A degree in accounting or business management is common experience in Tax Associate example resumes.

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1

Tax Associate

Effectively consulted corporations on accounting methods and tax credit opportunities, including Research & Development tax credit studies, cost segregation analyses, and income/deduction timing strategies

  • Facilitated an international corporation's $15 million R&D tax credit claim, and assisted in IRS examination of credit claim
  • Actively interfaced with current and potential multinational companies
  • Led the Accounting Methods and Credits Services weekly status meetings and trainings
  • Accurately prepared tax returns and workpapers for corporations, partnerships, and individuals
Candidate Info
5
years in
workforce
4
years
at this job
MA
Master of Arts
2

Senior Tax Associate

Reviewed various partnerships and corporate federal, state and local tax returns

  • Prepared detailed tax workpapers in coordination with KPMG tax filing standards
  • Reviewed and prepared tax provisions under FAS 109
  • Prepared memos for work done on client projects, technical memos and memos to be sent to clients
  • Helped move the Baltimore office to a paperless environment
  • Assisted in moving the Baltimore office to a paperless environment
Candidate Info
5
years in
workforce
1
year
at this job
BS
Business Management
3

Experienced Tax Associate

Tax compliance and consulting for businesses with revenues/assets up to $100 million.

  • Prepared tax returns for small to mid-sized multi-state corporations, partnerships and s-corporations
  • Consulted small businesses on compliance with state and federal law and choice of entity
  • Performed tax accruals and identified book/tax differences between GAAP and federal tax law
  • Member of firm focus group engaged in implementation of paperless process improvement
Candidate Info
7
years in
workforce
11
months
at this job
BS
Financial Accounting
4

Tax Associate

Completed 15 different small to medium volume 1120-C tax returns and over 200 individual 1040 returns

  • Performed calculations on foreign tax credits and filed foreign reports such as Form 5471, 5472 and FinCen114
  • Led a Tax Depreciation seminar for 20 staff, managers and partners providing a compilation of presentation and a workshop
  • Provided on-the-job training to new tax associates and interns
Candidate Info
2
years in
workforce
2
years
at this job
AA
Business Administration
BS
Bachelor of Science
5

Tax Associate

Reconciled cash register transactions at the end of each day to properly track and record sales transactions checks, credit-card receipts, and store credit charges.

  • Generated Summary report and counts the amount of cash in register as well as totals
  • Interviewed clients to obtain information on income, expenses and allowances
  • Reviewed financial records, income statements and expenditures to determine appropriate forms needed to complete tax returns
  • Prepared both simple and complex tax returns for individuals or small businesses
  • Prepared tax installment payments for our Clients to reduce their tax liability through proactive tax reduction strategies
  • Scheduled client appointments and maintained up-to-date confidential client files
Candidate Info
5
years in
workforce
5
years
at this job
MA
Economics
MS
Accounting
6

Tax Associate

Planned and conducted community informational events and activities for the promotion of tax services offered through the company

  • Created and designed promotional flyers and printed all necessary materials
  • Conducted routine clerical functions such as reception, faxing and answering telephones to respond to customer inquiries, and to screen and determine services needed
  • Communicated with private businesses regarding tax services offered and insured proper display of material
  • Contacted businesses or private individuals by telephone to solicit sales of tax services and answered questions
  • Obtained customer demographic information, and entered data onto computers and accurately analyze data for basic research purposes
  • Acquired extra responsibilities such as opening and closing company store, preparing bank deposits, and delivering documents to other locations
  • Worked with individuals with physical impairments and offered in home tax services
Candidate Info
10
years in
workforce
4
months
at this job
HS
High School Diploma
AA
Liberal Arts
BA
Liberal Arts
7

Tax Associate

Worked in all areas of firm's client tax needs, including: individual, corporate, and partnership matters.

  • Prepared federal and state client tax returns, including: 1040, 1120, 1120S, 1065 & 5500.
  • Managed disbursements and receipts of large client estates and trusts.
  • Performed ongoing financial management and accounting functions, including: compilation, tax research and analysis, client assistance in IRS matters.
  • Served the firm as a business technology consultant.
  • Served the firm remotely on an as-needed basis, while seeking full-time/seasonal employment with other reputable firms.
Candidate Info
10
years in
workforce
7
years
at this job
BBA
International Business, Accounting
International Business & Language Program -spring 2006
8

Senior Tax Associate

Manage, develop, and mentor staff on projects and assess performance through formal periodic reviews and informal feedback.

  • Prepared simple and complex tax returns for a variety of clients, including individuals, LLC's, and LLP's.
  • Assisted Senior Management in dealing with tax compliance issues for companies and individuals, and solve complex business issues for clients in local and national markets.
  • Provided and communicated strategies to reach optimal tax minimization for clients.
  • Identified, researched, and resolved tax, accounting and business issues.
  • Prepared monthly consolidated and individual financial statements for clients to ensure income tax return accuracy.
Candidate Info
1
year in
workforce
6
months
at this job
BBA
Accounting
9

Senior Tax Associate

Organized and coordinated clients' income tax data for accurate and timely completion.

  • Prepared high net worth individual, estate, trust, corporation, partnership, not-for-profit, gift tax and various other returns.
  • Assisted with managing client projects including quarterly and year end tax liabilities.
  • Assigned work to and provided training to Interns.
  • Researched tax laws and corresponded to taxing authorities.
  • Interfaced with clients and responded to client's questions
Candidate Info
4
years in
workforce
2
years
at this job
BBA
Accounting
MS
Taxation
10

Account Manager / Tax Associate

Conducted business management for high net worth clients in media and entertainment industries in all aspects of their personal finances

  • Prepared Federal, State and Local tax returns for individual, partnership, corporate and other types of tax returns
  • Performed payroll administration and respond to related employment and payroll tax matters
  • Maintained separate finances for estate, tax, security, and confidentiality purposes
  • Coordinated the acquisition and/or leasing of real estate, mortgages and other financing needs
  • Prepared correspondence in response to various federal and state tax notices and audits
  • Researched & assisted in planning on various tax issues, including analysis of new tax laws & proposed legislation
Candidate Info
8
years in
workforce
3
years
at this job
MS
Taxation

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