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Tax Specialist Resume Samples
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Candidate Info
3
years in workforce
2
years at this job
BS
Accounting
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
months at this job
BA
Economics
MS
Taxation
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
10
years in workforce
10
years at this job
C
Bookkeeping With Quickbooks
BA
Business Management
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
21
years in workforce
9
years at this job
GED
Accounting
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
34
years in workforce
2
years at this job
BS
Accounting
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
2
years in workforce
8
months at this job
AS
Business Administration
BS
Business Administration
Education, Mathematics And Computer Science
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
18
years in workforce
1
year at this job
BBA
Accounting
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
28
years in workforce
7
years at this job
BS
Accounting
MA
Accounting And Financial Management
International Business
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
33
years in workforce
10
years at this job
AS
Chemical Technology
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
56
years in workforce
14
years at this job
BBA
Accounting
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
16
years in workforce
16
years at this job
AA
Accounting
Sr. Accounts Payable Specialist/jr. Tax Specialist
- Filing companies annual, quarterly, monthly sales and use tax reports for 32 states.
- Preparation of corporate annual reports, business license renewal, yearly and quarterly business taxes, personal property returns for 32 states, counties and cities.
- Annual preparation of unclaimed property reports, sales force auto benefit statements, 1099-Misc filings using Spokane Magfiler program.
- Monthly reconciliation of sales tax, medical payments, property tax accrual accounts and correcting journal entries. Meet daily and weekly processing deadlines for HQ, Plant invoices, check processing and mailing.
Candidate Info
5
years in workforce
2
years at this job
BS
Marketing
Communication
Sales and Use Tax Specialist
Respond to customer service emails in a timely manner by answering sales and use tax questions regarding their business and equipment being leased from [company name]
- File 12 states on a monthly basis by the set deadline given by the department of revenue. Giving accurate sales tax rates and tax amounts
- Analyze data using Excel, Access, and Word to find any sales tax issues or data drops
- Reach out to other departments to ensure they understand sales and use tax to better prepare them for phone calls, such as customer service
Candidate Info
11
years in workforce
3
years at this job
AS
Military Intelligence Operations
BS
Business Administration
MA
Accountancy
Tax Specialist
- Analyze and prepare annual U.S. tax returns for foreign subsidiaries of ConocoPhillips, including IRS forms 5471, 8858, 8886 and others as necessary.
- Work closely with worldwide affiliates and business unit controllers to analyze and prepare Section 174 and Section 861 apportionment of R&D expense.
- Work closely with worldwide affiliates and business unit controllers to analyze and maintain U.S. Income Tax accruals for R&D and several foreign subsidiary companies.
Candidate Info
28
years in workforce
9
years at this job
Tax Specialist/ Bookkeeper
- Fulfill key bookkeeping role, focusing primarily on reconciliation, financial statement management and tax processes.
- Responsible for accounts payable for $1M/month, with associated responsibilities including purchasing and invoice creation.
- Maintain regulatory compliance throughout all financial and tax operations.
- Demonstrate strong knowledge of sales/use, personal property and gambling taxes.
- Ensure accuracy throughout Workers Compensation and Liability insurance claims.
Candidate Info
13
years in workforce
4
years at this job
BS
Accounting
MS
Business Administration
Sr. Tax Specialist
- Responsible for reviewing sales and use tax returns, tax research on current law changes, handling customer inquires regarding tax questions and coordinating tax audits for sales & use and personal property.
- Provide written and oral communications to appeal audits and inquires regarding tax applications to state agencies for company benefits.
- Coach and develop staff to meet team and company goals.
Candidate Info
2
years in workforce
9
months at this job
Business Administration
(licensed Tax Specialist), Frisco
- Responsible for preparing income tax returns for individuals.
- Answer client queries regarding tax codes and appropriate deductions.
- Advice clients about investment strategies to minimized their taxes as per tax law.
- Perform e-filing task s per schedule.
- Addressed complex tax issues and tax deduction problem of clients.
- Assist clients about legal issues, tax amendments and payment plans.
Candidate Info
4
years in workforce
2
years at this job
Tax Specialist
- Prepares and advises individuals on yearly taxes and income tax return.
- Conducts research on tax laws while assisting customers on how to minimize their tax liabilities.
- Educates and consults with customers on different concerns and questions regarding yearly taxes and past tax returns.
Candidate Info
26
years in workforce
16
years at this job
BA
Accountancy
Accounting / Tax Specialist
Serve as the sole tax return coordinator/preparer for numerous individual, partnership and trust returns held by the [company name], including account analysis, conversion, monthly financial accounting compilation, Established a track record for excellence. Recognized within this company for tax, technical, compilation, and troubleshooting skills.
- Prepare and track federal and multi-state estimated tax payments.
- Responsible for daily cash management, journal entries and accounts payables.
- Handle corporate, partnership, and direct family income tax preparation including corporate year-end entries.
Candidate Info
16
years in workforce
9
years at this job
HS
High School Diploma
AS
Criminal Justice-
Office Manager/tax Specialist
Responsible for preparing income tax returns of business firms and individuals
- Recruit employees for the upcoming tax season and instruct the tax training
- Answer client queries regarding tax laws and appropriate deductions
- Addressed complex tax issues and tax audit responses
- Provide resources for legal issues, tax amendments and payment plans
Candidate Info
22
years in workforce
4
years at this job
BS
Accounting
Tax Specialist
- Coordinate preparation and remittance of over 300 monthly Sales and Use Tax returns.
- Manage customer sales tax deductions from Accounts Receivable.
- Set up procedures for providing vendors with O'Neal W-9 information and Resale and Exemption Certificate documents.
Candidate Info
11
years in workforce
6
years at this job
HS
High School Diploma
AS
Applied Science
AS
Arts
Sales Tax Specialist
- Responsible for maintaining sales tax records for thirty-six states.
- In charge of keeping up with business licenses for approximately 40 cities and states.
- Other duties include assisting the President and the Vice-President on a daily basis
Candidate Info
17
years in workforce
2
years at this job
BS
Biology
Tax Specialist
- Provide tax services to new and existing customers.
- Explain tax returns to customers and answer all questions pertaining to income tax return.
- Customer service responsibilities include handling financial transactions and working as a team to make sure that office responsibilities are completed.
Candidate Info
6
years in workforce
2
years at this job
BS
Accounting
MA
Financial Accounting
Credit & Sales Tax Specialist
- Monitor the sales and use tax policies and procedures, ensuring compliance with sales/use tax laws
- Responsible for tax returns filings and correspondence with tax authorities including state auditors
- Support Controller in dealing with state auditors by preparing required sample data for audit
- Advise accounting and sales departments on tax treatments towards different types of transactions
- Assess credit worthiness of prospect customers based on DNB reports or audited financials
- Train new hires for credit approvals and sales/use tax returns
- Troubleshoot system's tax calculation discrepancies with IT department or a third party partner
- Responsible for month-end closing of tax payable journal entries
Candidate Info
7
years in workforce
6
months at this job
BS
Business Management
Payroll Tax Specialist
- Reviews client payrolls for accuracy of tax codes and tax calculations
- Responsible for the filing of quarterly payroll tax returns for all clients
- Works closely with Paypro Customer Service Representatives to handle client needs
Candidate Info
6
years in workforce
8
months at this job
BA
Social Science
Payroll Tax Specialist
- Reviews client payrolls for accuracy of tax codes and tax calculations
- Responsible for the filing of quarterly payroll tax returns for all clients
- Works closely with Paypro Customer Service Representatives to handle client needs
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