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0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
- 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
10+ years of experience
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.
6-10 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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
6-10 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
- 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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
- 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
0-5 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
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
6-10 years of experience
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.
0-5 years of experience
- 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
0-5 years of experience
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
6-10 years of experience
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.
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
- 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
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
- 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
0-5 years of experience
- 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
0-5 years of experience
- 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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
- 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
0-5 years of experience
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.
0-5 years of experience
- 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.
0-5 years of experience
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
6-10 years of experience
- 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
0-5 years of experience
- 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
Tax Assistant Duties and Responsibilities
The type of organization a Tax Assistant works for will determine their particular responsibilities, however, there are several primary duties all Tax Assistants perform. A review of current job listings identified the following primary tasks and responsibilities.
Provide Administrative Assistance Many Tax Assistants are in charge of running the office. They answer phones, greet customers, make appointments, file paperwork, perform data entry, scan documents and receive and sort mail, along with any other tasks that contribute to the function of the office. Depending on the type of organization one works for, this may be a large part of the job or a minor part of the job. Some Tax Assistants will also be responsible for creating reports and presentations.
Perform Tax and Accounting Duties Some Tax Assistants will be hired to help file annual or quarterly tax returns on behalf of the business they work for, while others will be hired by tax service companies to assist tax preparers review and file customers’ tax returns. Tax Assistants will need to have a basic understanding of the tax laws and regulations in order to perform this duty. They will need to be able to use tax software programs, analyze and review complicated forms, and prepare reports and financial documentation. Some Tax Assistants will spend the majority of their day in these type of activities, while for others it may be only an occasional task.
Tax Assistant Skills
A Tax Assistant must enjoy providing customer service and be reliable. A high attention to detail and excellent organizational skills are also important. Tax Assistants should be team players and excellent in communicating both verbally and in writing. In addition to these traits, employers look for applicants with the following skillsets. Core skills: Based on job listings we looked at, employers want Tax Assistant with these core skills. If you want to work in Tax Assistant, focus on the following.
- Proficiency in computer programs, such as Microsoft Word and Excel, and database systems
- Using office equipment such as fax machines, copiers, and scanners
- Having basic mathematical skills
- Handling sensitive and confidential information properly
- Performing clerical duties
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Add these to your skillset and broaden your career options.
- IRS VITA/TCE certification
- College degree
Tax Assistant Resources
There are more helpful resources available on the Web for those interested in working as a Tax Assistant. We scoured the internet and found these links full of learning opportunities and the latest industry news. On the Web
Accounting Today – This online magazine offers the latest news, in-depth articles, and editorial analyses for tax and accounting professionals. Although the whole site is full of interesting information, click on the “Tax Practice” section for the most relevant materials.
TaxPro Journal – This online quarterly journal is offered by the National Association of Tax Professionals and is a great resource for all the latest trends and news in the industry. Tax Assistant Books
Extraordinary Tax Career: Insights for the Aspiring or Experienced Tax Professional – A book written by a life-long tax professional based on his experiences and offering tons of great information on the profession as well as insight into the field. It acts as both an informational resource as well as an inspiring tale.
Administrative Assistant’s & Secretary’s Handbook – A great resource for all administrative duties one might be expected to perform. It provides best practices as well as detailed information on the most common software programs assistants use in their work. Industry Groups
National Society of Tax Professionals – NSTP was founded in 1985 and has been providing the tax professional community with a variety of educational opportunities with classroom based trainings, webinar, and conferences.
National Association of Tax Professionals – Founded in 1979, NATP provides its tax professional members with benefits such as education opportunities, the latest research in the field, and a network of like-minded professionals.
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Tax Assistant
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
