Tax Specialist Resume Samples

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Tax Specialists provide tax advice to a variety of clients. Typical job tasks seen on a Tax Specialist resume sample are researching tax law, gathering information from clients, explaining clients their options, auditing tax records, checking tax forms, and maintaining client information confidentiality. Based on our selection of resumes for Tax Specialist, the most sought-after skills in the field are knowledge of tax laws, problem solving, customer service, analytical thinking, strong numeracy skills, detail orientation, and confidentiality. A Bachelor’s Degree in accounting is required for this role.

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1

Tax Specialist

  • Prepare Tax Returns on both Federal and State levels fulfilling filing requirements across various engagements, primarily multi-tiered Investment Partnerships.
  • Successfully managed a 3,000-hour engagement with a tight budget and daily deadlines, while supervising, directing, and coaching a team of five.
  • Prepared Federal and State Extensions/Estimates as well as Partnership K-1’s.
  • Created detailed excel work papers from client-provided financials for tax return preparation.
Candidate Info
3
years in
workforce
2
years
at this job
BS
Accounting
2

Tax Specialist

  • Prepared and completed medium volume Federal and State client tax returns, including 1120, 1120s, 1065 1040 & 1041.
  • Researched various tax issues to ensure compliance with Federal and State revenue agencies.
  • Analyzed client provided work papers to substantiate income, deduction, and tax positions items taken on Federal form 1120 and accompanying required Federal forms.
  • Calculated quarterly estimates and extensions.
Candidate Info
3
years in
workforce
2
months
at this job
BA
Economics
MS
Taxation
3

Senior Tax Specialist

  • Provided first-class service that contributed to measurable increase in client satisfaction for assigned top tier clients for the past 10 years.
  • Researched and remedied internal staff/client inquiries as the "go to" senior tax contact which improved turnaround time by 25%.
  • Ensured 100% timely transmissions of clients' interim/annual 1099 and 1042S tax reporting for the US/Global Qualified Intermediaries, Hedge Funds and Beneficiaries Owners for assigned account range of 300 accounts.
  • Awarded in 2014, Asset Serving Recognition Service award for working on tax team allocation database project and fixed upload templates for both US/Global platforms in time for tax season. The Tax Group was able to allocate and upload all transaction files on time and met both our 1099 and 1042S 2013 reporting deadlines.
  • Won a WOW Take a Bow Award (2015) for juggling the reporting needs for a top tier client on both US/Global platforms and sent out year-end reconciliations/tax reports for 2014 tax reporting prior to client's deadline.
  • Provided feedback on top tier client's concerns on reconciliation issues, ISIN research, Form W8 documentation and troubleshoot solutions which improve service by 30%.
  • Interpreted 10-15 security prospectuses monthly and determine when any special reporting or withholding is required for assigned domestic and foreign (NRA) accounts by working closely with Tax Compliance which resulted in the correct postings of income/taxes on clients' reconciliations.
Candidate Info
10
years in
workforce
10
years
at this job
C
Bookkeeping With Quickbooks
BA
Business Management
4

Manger/tax Specialist

  • Prepared and processed federal and state tax returns for individuals and businesses
  • Consulted and provided necessary information to customers before processing tax forms by fielding incoming calls and also face to face interaction
  • Received cash, checks and completed credit card transactions for tax preparation fees while maintaining a balanced cash drawer
  • Created employee work schedules and verified accuracy of other employees cash drawers as a requirement of being in a management position
Candidate Info
21
years in
workforce
9
years
at this job
GED
Accounting
5

Tax Specialist

Preparation and review of Federal business and individual tax returns for global Fortune 500 companies in the financial services, manufacturing, retail and service industries.

  • Preparation and review of apportionment factors and state/local tax returns for multi-state business and individual clients.
  • Assisted clients with tax planning issues regarding new and existing tax laws.
  • Mentoring, review and providing evaluations of firm staff on various corporate and special tax projects.
  • Helped reduce client federal and state tax liabilities by noticing and implementing overlooked tax credits and deductions.
  • Team member on high profile Fortune 500 client that involved preparing and reviewing international tax compliance forms.
  • Provided client-site tax compliance and consulting support for corporate and partnership tax departments through out-sourcing engagements.
Candidate Info
34
years in
workforce
2
years
at this job
BS
Accounting
6

Tax Specialist, Sales Tax

  • Compiled and maintained related files and databases, coordinated filings and mailings of all extensions and returns, provided sales data backup, NBV reports for audits for 50 states for outside auditors
  • Resolved tax issues, and handled tax notices and inquiries from federal and state agencies
  • Reviewed and interpreted the tax regulations to assure compliance and prepared the amendments for jurisdiction reporting
Candidate Info
2
years in
workforce
8
months
at this job
AS
Business Administration
BS
Business Administration
Education, Mathematics And Computer Science
7

Certified Tax Specialist III

  • Prepared accurate client tax returns by conducting thorough tax interviews to ensure clients' returns reflected the lowest tax liability.
  • Made tax-related recommendations to help clients reduce their potential future tax liability.
  • Consistently surpassed sales goals by over 35% for product attachments.
Candidate Info
18
years in
workforce
1
year
at this job
BBA
Accounting
8

Tax Specialist

Prepare individual and self-employed tax return. Assist taxpayers to plan for next year if they anticipate changes.

  • Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
  • Uncover potential deductions and credits.
  • Advise against potential tax liabilities.
  • Prepare tax returns using electronic filing software.
  • Ensure a copy of the completed return is provided to the customer.
  • Interview clients to get a thorough picture of financial situation.
Candidate Info
28
years in
workforce
7
years
at this job
BS
Accounting
MA
Accounting And Financial Management
International Business
9

Payroll Tax Specialist and Administrative Assistant

  • Prepared all tax documents and payments related to payroll and sales tax for business clients
  • Responsible for office management and communication between clients and partners
  • Maintained records for office including invoices, tax files, and mailing and receiving documents
  • Communicated with all business clients regarding tax preparation, and government entities regarding clients
  • Proficient in Word, Excel, PowerPoint, Creative Solutions, Quickbooks, Sales Tax and Prosystems
  • Developed relationships with clients while providing day to day customer service
Candidate Info
33
years in
workforce
10
years
at this job
AS
Chemical Technology
10

Senior Tax Specialist/tax Specialist

Administrator of the OneSource Tax Software responsible for system updates

  • Manage the preparation of all of Energy Future Holdings (Texas Utilities) System Companies sales and use tax, direct pay sales tax, fuel tax, gross receipts tax, PUC assessment fees, heavy duty vehicle surcharge report or return for the State of Texas as well as Federal Forms 720 and 2290 when applicable
  • Responsible for responding to Taxing Agencies inquiries
  • Responsible for gathering and/or preparing data for State and Federal audits
  • Training company employees on how to account for taxes
  • Manage the correction of transaction tax errors
Candidate Info
56
years in
workforce
14
years
at this job
BBA
Accounting

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