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Candidate Info
years in workforce
years at this job
Accounting
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
years in workforce
months at this job
Legal Studies
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
years in workforce
years at this job
Finance
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
years in workforce
months at this job
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
year in workforce
year at this job
Accounting
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
years in workforce
years at this job
Accounting
Master of Arts
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
years in workforce
years at this job
Business Administration Finance
Art
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
years in workforce
months at this job
Science
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
years in workforce
years at this job
Financial Services
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
months in workforce
months at this job
Accounting
Accounting
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
years in workforce
years at this job
Property Tax Assistant
Held responsibility for the support of all property tax issues in collaboration with building owners, property management companies, loan companies and municipalities. Received mail and distributed to seven people in support group. Responded to inquiries from locations and outside service providers. Conducted research on property-tax issues.
- Organized and maintained over 20,000 property-tax files into the corporate FileNet program.
- Held responsibility for maintaining constant and effective communication with more than 750 government jurisdictions and over 300 external company auditors and personnel at all levels.
- Contributed to other special projects, such as credit and incentives for reducing property taxes.
Candidate Info
years in workforce
years at this job
Accounting
Tax Assistant
Consulted with and prepared individual tax returns for over 325 clients.
- Assisted in the preparation of corporate tax returns (1120, 1120S, 1065)
- Filed federal and state payroll returns for over 30 small and mid-sized businesses including the preparation of W-2's and 1099's.
- Prepared sales and use tax returns for over 20 small and mid-sized businesses.
- Prepared, communicated and filed correspondence letters for clients with the Internal Revenue Service and NYS Department of Taxation and Finance.
- Researched and solved various tax issues and questions for clients.
- Prepared client write-ups required to prepare corporate tax returns.
- Prepared Income Statements and Balance Sheets as a client service.
Candidate Info
years in workforce
years at this job
Accounting, Minor
Volunteer Income Tax Assistant
Partnered with supervisors to streamline the tax return preparation process
- Applied federal, state references and resources with TaxWise software
- Finalized 40 federal, state and city tax returns independently
- Provided tax consulting and practical solution to maximize the tax benefits
- Trained and assisted 5 volunteers on site
Candidate Info
months in workforce
months at this job
Accounting
Tax Assistant Internship
Collated 2009 tax returns to be electronically filed or paper filed
- Confirmed that all statement W-2's, 1099's and 1098's matched Form 1040 including wages, interest income, dividends and distributions, pensions and annuities, mortgage interest, social security benefits, and consolidated statements
- Calculated capital gain/loss statements on Schedule Master D using Excel
- Recorded and reconciled bank deposits using QuickBooks Pro
- Developed professional rapport with accountants and colleagues
Candidate Info
years in workforce
years at this job
Business Administration
Tax Assistant
- Assessed and collected business license and business personal property taxes.
- Organized all physical and electronic archiving of documentation.
- Assisted businesses personally and remotely to provide aid in applying for and renewing business licenses.
- Provided customer service for businesses contacting the County of Henrico.
- Accomplished side projects which provided further awareness of areas collections or exonerations were required.
Candidate Info
years in workforce
years at this job
Business Administration
Tax Assistant/bookkeeper
Recorded entries such as general ledger entries, monthly bank, credit card reconciliations, enter bills, print checks, enter payments and wire transfer and other accounting documents
- Evaluated records for accuracy of balanced, postings, calculations, and other records pertaining to business and operating transactions and reconciled, and notes discrepancies
- Assisted to prepare balance sheet, profit and loss statement, amortization and depreciation schedules, individual estimate tax and other financial reports
- Reviewed financial records, such as income statements and documentation of expenditures to determine forms needed to prepare return
- Computed taxes owed and completed entries on forms, following tax form instructions and tax tables
Candidate Info
years in workforce
years at this job
Business Administration
Tax Assistant
Analyzed various source documents in order to complete Individual, Partnership, and Corporate tax returns using Intuit's Lacerte tax program.
- Utilized EasyACCT software to enter data in order to keep track of client account balances and payroll information.
- Performed various office duties such as compiling and mailing tax returns, scanning tax source documents, and answering/directing phone calls, all helping to facilitate a smoother workday.
- Two course certification in SAP.
- Experienced using JD Edwards Enterprise One software at La-Z-Boy Incorporated.
- Trained with ACL Professional Accounting software
- Extensive experience with Microsoft Office software.
Candidate Info
year in workforce
months at this job
Mathematics
Accountancy & Ms
Accounting And Tax Society And Fordham Finance Society
Volunteer Income Tax Assistant Program (vita)
Tax Preparer
- Prepared more than 100 individual tax returns for qualified taxpayers and completed related schedules utilizing
- Interviewed taxpayers to clarify financial situation and ensured that all special tax credits were properly claimed
- Reviewed tax form 1040, 1040A, 1040EZ, and 8863
Candidate Info
months in workforce
months at this job
Accounting & Management
Volunteer Income Tax Assistant (v.i.t.a)
- Concurrent with full-time university enrollment
- Achieved certification to prepare federal & state tax returns through the Internal Revenue Service
- Prepared federal & state tax returns for tax payers that meet V.I.T.A qualifications
- Reviewed tax returns for accuracy to ensure expedited electronic processing
Candidate Info
years in workforce
year at this job
International Accounting
Master of Arts
Volunteer, Volunteer Income Tax Assistant (vita) Program
Completed VITA Training, and certified in Volunteer Certification at Basic and Advanced Level
- Gathered documents, interviewed taxpayers to obtain accurate information and answered related questions
- Filed federal income tax returns using TaxWise software system
- Answered tax-related questions and explained tax return results to clients
Candidate Info
years in workforce
year at this job
International Business And Corporate Finance
Risk Management
Tax Assistant
Excelled at offering outstanding customer service and meeting strict performance guidelines.
- Entered bank statement data into spreadsheets. Used all Microsoft Suite applications.
- Corresponded expenses with receipts and checked numbers with costs.
- Properly filed tax returns in office and sent faxes. Used ATX program to fill out tax returns.
- Provided language assistance to clients filling out forms and documents, both foreign and domestic.
- Prepared company accounts and tax returns for audit.
- Detail-oriented, efficient and organized professional with extensive experience in accounting systems.
Candidate Info
months in workforce
months at this job
English
Accounting
Tax Assistant
- Prepared individual tax returns for low income families and provided brief tax counseling during tax preparation
- Reviewed client intake forms and helped to prepare clients for tax preparation as well as organized, sorted and gave clients copies of completed tax returns
- Asked clients to make donations to CEP and informed clients about other available services through the CEP
- Communicated with site manager to determine site needs and conducted some filed paperwork
Candidate Info
years in workforce
months at this job
Accounting
Tax Assistant
- Filed complex federal and state tax returns for individual, partnership, C and S corporations using Pro-Series software.
- Consulted with clients regarding choice of entity, tax saving strategies and other complicate tax matters.
- Responded to inquiries from the IRS and state tax authorities, and prepared amended income tax returns.
- Consolidated and reviewed clients' bank statements and sorted out individual or corporate revenues and expenses with Excel pivot function and prepared a variety of financial statements.
Candidate Info
years in workforce
years at this job
Business Management
Tax Assistant
Conducted intake interview with clients and collected all pertinent documents
- Organized and managed all tax reports, statements and documents relating to clients
- Answered client questions about tax issues
- Ensured compliance with company rules, policies and regulation
Candidate Info
years in workforce
months at this job
Art
Business Management
Entrepreneurship
Tax Assistant
Researched and reviewed Federal and State tax regulations, including 941, 940 and TX-17
- Imported payroll tax liabilities from Unix into Master Tax creating cash collections to be transferred to bank
- Responsible for making appropriate federal payments through EFTPS program
- Set up new companies in Master Tax with proper Federal and State regulation requirements
- Assessed filing frequency and payment history to determine paid and accrued taxes
- Assisted management with daily affairs as needed
Candidate Info
years in workforce
years at this job
Behavioral Science
Education
Fiduciary Tax Assistant
Supported quality assurance and documentation inquiries on behalf of Fiduciary clients (Personal, Foundation and Trust). Processed Tax Authority Disposition Notices for investigation of financial and non-financial discrepancies investigated late payments. Gathered documentation for IRS and Audit Report responses. Accurately executed data entry for various accounting, tax and fiduciary filing control information. Secured and managed duplicate statements, archived documents, processed stop payment requests, voided checks and requested reports for tax accountants. Utilized Omni, AM Trust, Trust Ease and TIMS Access systems. Supported projects assigned by manager and senior management.
- Recommended accepted local paperwork reduction initiative which was successfully implemented in stages. Initiative reduced time, paper expense, distribution and sorting of unused reports.
- Recommended time stamp solution for all incoming mail that was administered department wide.
- Assisted with User Acceptance Testing (UAT) for conversion to workstation.
Candidate Info
years in workforce
months at this job
Business Administration Gpa 366
Finance Gpa 326
Tax Assistant
- Assisted team associates file over 20 tax returns per day using firm's software program
- Processed payments, balanced cash drawer, and prepared deposit slips on a daily basis
- Offered clients tax and financial services over the phone, and in person
Candidate Info
months in workforce
months at this job
Electronics
Finance
Business Administration
Tax Assistant/accounts Receivables
Assisted Payroll Tax Administrator with payroll taxes and investigation of all tax issues related to federal, multi state, and local tax authorities
- Serviced over 250 clients including public and private sector in excess of 10,000 employees
- Reconciled and generated payroll reports through QuickBooks software
- Processed direct deposits for each pay period in excess of 2,000 employees for more than 200 clients
Candidate Info
years in workforce
years at this job
Criminal Justice
English And History
Revenue Tax Assistant
Responded to customer inquiries and requests for obtaining tax records.
- Trained and supervised up to thirty staff in the annual sequencing and filing of 250000 tax documents.
- Trained coworkers in retrieval and filing of tax documents.
- Attended continuing training to keep skills current.
- Maintained statistics for monthly reports to supervisor.
Candidate Info
years in workforce
months at this job
Sports Science
Business
OC Volunteer Income Tax Assistant
Tax prepare
- Provided free income tax preparation assistance to taxpayers
- Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum
- Peer reviewed tax returns for complete accuracy
- Answered tax questions
- Completed [company name]/TCE basic and advance certification courses
Candidate Info
years in workforce
Accounting
Accounting
Volunteer Income Tax Assistant
Completed all necessary [company name] and training to prepare individual 1040 tax returns at the basic level.
- Performed data entry based on tax documentation and interviewing techniques with clients.
- Provided comfortable atmosphere for clients through effective listening and interviewing skills.
- Instilled confidence in clients by resolving tax filing issues and researching tax regulations.
Candidate Info
years in workforce
years at this job
Management & Ethics
Bible & Theology
Tax Assistant Iii/financial Associate Iv/v
- Prepared tax short pay adjustments.
- Received and validated tax exemption certificates.
- Validated and approved exempt orders placed on hold for verification.
- Maintained local tax exemption certificate database.
- Provided consultation and/or training within the Collections Group, the Customer Solutions Center, and Order Management.
- Also participated in various collections projects on an as needed basis.
Candidate Info
months in workforce
months at this job
Business Administration
Tax Assistant
Filled out and processed 1040's and related schedules
- Supported multiple branches with accounting and finance knowledge
- Transmitted tax returns to corporate headquarters
- Answered all customer inbound calls.
- Opened and closed office, implemented security codes
Candidate Info
years in workforce
years at this job
Accounting
Computer Studies
Accounting
Tax Assistant
Made tax payments and reconciled state tax accounts
- Filed unemployment taxes in a multi-state reporting environment
- Handled Federal tax filings
- Ensured that state payments were always mailed out on time (processed 1000 in 2005)
- Responded to penalty notices and resolved issues promptly
Candidate Info
years in workforce
months at this job
Multimedia Technology
Tax Assistant
Provide customer service for Clients by assisting in preparing quarterly tax returns per state to which they are due.
- Prepared FUTA (Federal Unemployment Tax Act) amended returns.
- Conduct research for escalated tax notices per client regarding balance dues, liens, or levies.
- Handled special projects assigned by Team Lead/NTR (Named Tax Representative)
- Assisted in completing reconciliations for payroll for the client employee base in order to process and prepare quarterly tax returns.
- Verified tax information required in compliance with the IRS and/or agency of each state and their local jurisdictions to which the company is conducting business.
Candidate Info
months in workforce
months at this job
Accounting
Tax Assistant/document Manager
- Managed and updated records of all incoming tax documentation
- Obtained information for managers (e.g. which accountant prepared the return the past 3 years), and assigned tax returns to preparers based off of this information
- Aided in preparation of trial balances
- Identified inventory discrepancies between client records versus firm records obtained through field audits
- Uploaded tax returns to client portal for online access
- Served as back-up receptionist, which entailed answering phones, preparing mail, scanning, reserving conference rooms, and other clerical duties
Candidate Info
years in workforce
years at this job
Accounting
Msa
Volunteer Income Tax Assistant (leader)
Completed entries on forms, following tax form instructions and tax tables
- Verified totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures
- Prepared simple to complex tax returns for individuals and families.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
- Reviewed other volunteer's tax returns.
Candidate Info
years in workforce
years at this job
Business Administration - Finance Major
Trust Tax Assistant
Provided administrative support to several tax preparers in the Charlotte tax department
- Corresponded with Internal Revenue Service and other state tax departments
- Performed account and remittance set up for new accounts
- Handled fiduciary tax payments each month
Candidate Info
years in workforce
months at this job
Accounting
Accounting
Volunteer Income Tax Assistant
- Interviewed clients, collected materials for tax return and provided advice for clients about filing status
- Prepared and e-filed Federal and NYS tax returns for low-income individuals through Taxwise
- Presented detail results for clients, counseled clients on several tax issues and explained taxation rules to clients
Candidate Info
years in workforce
months at this job
Accounting
Finance
Tax Assistant
- Passed tax tests required by IRS to become certified in basic and intermediate level tax
- Assisted tens of individuals who could not otherwise afford assistance with their income tax returns
- Helped low-income taxpayers with special needs such as disabled or elderly taxpayers
Candidate Info
years in workforce
months at this job
Public Accountancy, With A Concentration On Management
Income Tax Assistant
- Participated in cross audits and checking of tax returns prepared by other members of the team
- Processed individual tax returns filed electronically or by paper returns
- Furnished tax payers with sufficient information and provided advice to ensure correct tax form completion
Candidate Info
years in workforce
year at this job
Business
Tax Assistant/preparer - Volunteer
Prepare federal and state income tax returns using electronic filling software (5-6 returns per evening)
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum
- Work one-on-one with tax customers while creating intake forms to overlook financial situation
- Audit all tax return forms for accuracy and completeness
- Prepare, verify, organize and handle all tax needed documents
- Perform several administrative duties such as type, print or copy documents
- Ensure compliance with tax professional standards and ethics in tax assistant functions
Candidate Info
years in workforce
months at this job
Liberal Arts
Business Administration, Accounting
Volunteer Income Tax Assistant
Income Tax Preparer
- Assist clients in filling out necessary documents, answer tax questions
- Provided free income tax preparation assistance to taxpayers, and help clients claim important credits such as Earned Income Tax Credit and Child Tax Credit
- Certified IRS volunteer
- Capability to perform repetitive tasks accurately and for longer durations.
- Strong attention to detailing that helped maintaining accuracy and detecting errors.
Candidate Info
years in workforce
months at this job
Accounting
Tax Assistant
Assisted with filing, both manually and electronically, Sales and Use Tax returns and supporting schedules for U.S. States and municipalities. Processed accounts payables as needed.
- Utilizing SAP software obtained data to investigate and solve suspected invoice discrepancies and to verify taxes paid. Some of the SAP screens used to accomplish goal were Display document, Vendor balance display, G/L Account Line Items, Balance display, Display Purchase order, Financial Accounting/ Accounts Payable and others.
- Assisted with Sales and Use tax audit for 4 years of documents by gathering, organizing and tracking information (more than 1,000 invoices, vendor resale and tax exempt certificate, etc.) requested by auditors.
- Imported data from SAP into Excel spreadsheet and manipulated data via pivot tables and charts for various reports.
- Searched, retrieved and printed more than 500 invoices using the RAPID system.
Candidate Info
years in workforce
years at this job
Accounting
Accounting
Tax Assistant
- Process weekly, biweekly and monthly payroll for multi-state approximately 100+ employees for 20- 25 clients through Client Write-Up with effective spreadsheet – resulting in 99% decrease in processing errors and 40% reduction in processing time.
- Verify accuracy of biweekly and monthly payroll tax deposits before making federal tax payments through EFTPS and state tax payments through The New York State Department of Taxation and Finance
- Prepare quarterly estimated tax filings including form 941 and NYS-45, ensuring required deadlines are met.
- Complete general ledger bookkeeping involving up to $ 1,000,000 in total revenues in QuickBooks
Candidate Info
years in workforce
years at this job
Economics And Political Science
Tax Assistant
Analyze and file monthly/quarterly/annual Sales and Use Tax Returns, including P-Card transaction analysis
- Conduct research of items and services to determine their taxability
- Prepare and file Property Tax renditions and payments, and Corporate Annual Reports.
- Provide assistance in projects related to filing and preparing corporate income tax returns at the state and federal levels.
- File Foreign Bank Account Reports (FBAR) for current and former corporate officers.
- Create and maintain excel journals to have an accurate log of Sales and Use and Property Tax returns and payments.
Candidate Info
years in workforce
years at this job
Medical
Medical
Medical
Tax Assistant
- Answered incoming phone calls and relayed messages to appropriate parties, as well as photocopied paperwork, and typing correspondence
- Reviewed and carefully rechecked correspondence to clients
- Printing reports, depositing checks, managing databases of clients information
- Precisely filed, collated, and arranged customer documents to their corresponding account numbers and placement
- Scanned, processed, and entered information into the database for processing and shipment to outside vendors and clients.
Candidate Info
year in workforce
year at this job
Finance
International Tax Assistant
Prepare state, city, county sales and use tax returns on a monthly, quarterly, and annual basis
- Maintain international payroll taxes bi-weekly & month-end close
- Calculate hypothetical tax withholdings
- Verify travel expense reimbursements
- Request checks, drafts, and wire transfers to state, city and local government for payments
Candidate Info
years in workforce
years at this job
Accounting
Accounting & Cpa
Economics And Finance
Voluntary Income Tax Assistant
- Responsible for transferring financial data from MAS90(TM) to Foundation(TM)
- Prepared state & federal personal income tax forms
- Taught Introduction to Accounting & Finance
- Translated (German to Polish) for a delegation representing the county government in Oldenburg, Germany on a diplomatic trip to Poland to meet and discuss European Union contracts and cooperation
Candidate Info
years in workforce
months at this job
Accounting
Volunteer Income Tax Assistant
- Prepared income tax statements for low income individuals and families
- Thoroughly went through the interview process to determine filing status
- Consulted clients on tax advantageous steps clients could take in the future
- Prepared and filed tax statements for prior years
- Answered any tax related issues or questions for clients
- Used the latest TaxWise software
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