Tax Assistant Resume Examples

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.

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

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

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.

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

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.

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

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

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

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