Tax Clerk Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the tax clerk job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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CG
C Greenholt
Chasity
Greenholt
96457 Hassan Locks
New York
NY
+1 (555) 652 8152
96457 Hassan Locks
New York
NY
Phone
p +1 (555) 652 8152
Experience Experience
Boston, MA
Tax Clerk
Boston, MA
Vandervort, Connelly and Grimes
Boston, MA
Tax Clerk
  • Performs various administrative tasks for the department, including coordination of IT resources
  • Prepares, updates and/or maintains assigned tax databases
  • Organizes and accurately inputs information into tax software and databases
  • Recommends procedural process changes to enhance operating efficiency
  • Sets up and prepares statistical reports
  • Prepares and/or processes assigned annual and quarterly tax filings
  • Adheres to and exhibits our core values
Boston, MA
Regulatory Tax Clerk
Boston, MA
Fadel-Goldner
Boston, MA
Regulatory Tax Clerk
  • Maintain and research workflow of all incoming mail, incoming document notices, and disburse to other team members for processing
  • Outstanding attention to detail
  • Prepare requests for all outgoing tax payments (Check, Wire, ACH)
  • Scan and catalog all processed tax filings electronically for future reference
  • Coordinate officer signatures and monitor documents for accuracy and completion
  • Excellent Microsoft Suite Applications
  • Possesses a customer-friendly “can-do” service demeanor
present
San Francisco, CA
Tax Clerk / Senior Administrative Assistant
San Francisco, CA
Spencer, Little and Schimmel
present
San Francisco, CA
Tax Clerk / Senior Administrative Assistant
present
  • Assist with tax department data gathering, including populating financial data organizers and other Excel spreadsheets
  • Play a key role in the compilation of compensation data for the Form 990
  • Maintain due date tracking software
  • Prepare and file Sales and Use tax returns
  • Scan documents and save to proper folders in electronic filing system
  • Track tax notices
  • Pull general ledger reports to support tax return preparation
Education Education
Bachelor’s Degree
Bachelor’s Degree
University of California, Berkeley
Bachelor’s Degree
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2 Tax Clerk resume templates

1

Tax Clerk Resume Examples & Samples

  • Sole responsibility for the mail and filing room during busy tax season
  • E-filing of tax returns and forms to the Canada Revenue Agency ("CRA")
  • Handling of cheques and deposits into designated accounts
  • Reviewing tax notices of assessment for changes and filing in the client folder
  • Responding to CRA pre and post assessment reviews in a timely manner
  • Setting up personal tax return files for assigned HNW clients accurately
  • Experience in a professional tax services environment
2

Tax Clerk Resume Examples & Samples

  • Prepares and/or processes assigned annual and quarterly tax filings
  • Recommends procedural process changes to enhance operating efficiency
  • Prepares, updates and/or maintains assigned tax databases
  • Organizes and accurately inputs information into tax software and databases
  • Prepares appropriate requests for movement of funds for tax payments
  • Sets up and prepares statistical reports
  • Performs various administrative tasks for the department, including coordination of IT resources
  • High School Diploma or Equivalent and 3 or more years of experience in the Tax Accounting area
  • Ability to update and maintain databases
  • Tax or finance department experience
3

Tax Clerk Resume Examples & Samples

  • One year of clerical accounting experience preferred
  • Experience using standard office machines (e.g., calculators, multifunction printers, etc.) required
  • Experience using Microsoft Office programs (i.e., Word and Excel) required
  • Experience with spreadsheet applications and database querying applications preferred
  • Basic accounting experience including preparing journal entries preferred
  • Physical requirements include lifting/carrying of 15 pounds and sporadic lifting of 25 pounds
  • LI-LP1
4

Escrow Tax Clerk Resume Examples & Samples

  • Update real estate tax and insurance information on loan records in Miser as tax bills become available
  • Process escrow disbursements on Miser loan records. Reconcile and remit tax payments to municipalities and premium payments to insurance companies via wire or check
  • Review weekly open item reports and contact the taxing authorities to obtain the amount due on accounts that we have not received disbursement listings or bills on. All open items are to be paid manually to ensure prompt payment and avoid any penalty for late payments
  • Research delinquent status for non-escrow accounts. Work with borrowers and lenders to obtain proof of payment as applicable
  • Maintain full compliance with all Regulatory requirements and the Bank’s Policy and Procedures
  • Basic computer skills including Excel, Word, and E-mail
  • General office skills including typing checks, scanning, copying, faxing, and telephone answering
  • Basic knowledge of accounting sufficient to allow for completing tax remittances
  • Ability to identify and sort various loan documents, tax bills, and insurance bills
  • High school diploma or GED and a minimum of one year related experience in a financial services organization handling loan servicing or insurance
5

Regulatory Tax Clerk Resume Examples & Samples

  • Serve as the point person with the Accounts Payable Dept to ensure payment requests are communicated in a timely, orderly manner
  • Coordinate officer signatures and monitor documents for accuracy and completion
  • Prepare requests for all outgoing tax payments (Check, Wire, ACH)
  • Prepare and organize all tax filings with appropriate documents, attachments and payment methods for mailings
  • Prepare FedEx packages for tax that need to be sent overnight
  • Maintain and research workflow of all incoming mail, incoming document notices, and disburse to other team members for processing
  • Maintain payment log and other tracking spreadsheets for accuracy and traceability
  • Scan and catalog all processed tax filings electronically for future reference
  • Assist with special projects and assignments as needed
  • Flexible and able to multi-task regularly in high-volume department
  • Excellent Microsoft Suite Applications
  • Outstanding & Accurate Data Entry Skills
  • Possesses a customer-friendly “can-do” service demeanor
6

Indirect Tax Clerk Resume Examples & Samples

  • 1-2 years of Sales Tax Exemption Software experience, preferably TEAMS
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
  • Knowledge of Microsoft Office Suite and tax software such as OneSource
  • Specialized Knowledge, Equipment, and Applications
  • Highly organized with the ability to meet strict deadlines
  • Technical knowledge of tax rules and regulations
  • Understanding of internal control elements
  • Performance Measures
  • Cost savings from improvement initiatives
  • Speed and accuracy of tax return preparation and maintenance of sales tax exemption software
  • Compliance effectiveness
  • Performance metrics for process, customer and employee performance
  • Training Requirements (licenses, programs, or certificates): Special Information (Travel required, physical requirements, work environment, safety and so on)
  • OTHER INFORMATION
  • Additional Training
  • Type of Supervision Position works under:(close, moderate, minimal) This position works under moderate supervision relying on knowledge and experience to make decisions
  • Relationship Responsibilities-Interacts with all departments at multiple locations at all levels of the organization
7

Tax Clerk / Senior Administrative Assistant Resume Examples & Samples

  • Assist with tax department data gathering, including populating financial data organizers and other Excel spreadsheets
  • Pull general ledger reports to support tax return preparation
  • Play a key role in the compilation of compensation data for the Form 990
  • Prepare and file Sales and Use tax returns
  • Maintain due date tracking software
  • Track tax notices
  • Scan documents and save to proper folders in electronic filing system
  • Schedule meetings, interviews, availability of conference lines
  • Associates degree required
  • Previous tax/accounting/finance experience preferred
  • Aptitude to adapt and learn is essential