Tax Technician Resume Samples
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Tax Technician Resume Samples
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JC
J Cassin
Judge
Cassin
428 Swift Isle
San Francisco
CA
+1 (555) 420 7012
428 Swift Isle
San Francisco
CA
Phone
p
+1 (555) 420 7012
Experience
Experience
Chicago, IL
Tax Technician
Chicago, IL
Conroy-Hermann
Chicago, IL
Tax Technician
- Assisting with technical research, developing and documenting tax compliance and planning recommendations
- Provide responses to inquiries via telephone, e-mail and fax, while adhering to established Global Mobility Services standards
- Assist the Seniors and Managers as part of a wider team to service their clients
- Provide clients with quality, timely and responsive services and work products
- Working with or assisting internal tax department staff to investigate or resolve client accounting and related taxation issues
- Providing bookkeeping services or assistance to clients
- Perform basic analysis of the documentation requested during tax audits
Phoenix, AZ
Tax Technician, Indirect Tax
Phoenix, AZ
Gerlach-Medhurst
Phoenix, AZ
Tax Technician, Indirect Tax
- Establish/maintain long-term working relationships with clients
- Facilitate communication and provide ample assistance to team members
- Share knowledge to develop professionally and enhance service delivery
- Analyze data and complete work papers based on professional standards
- Prepare the returns for delivery
- Determine the accuracy and completeness of the returns
- Interface with clients and team members to secure necessary tax data
present
New York, NY
Tax Technician, Business Tax Advisory
New York, NY
Stamm-Rau
present
New York, NY
Tax Technician, Business Tax Advisory
present
- Providing clients with quality, timely and responsive services and work products
- Carry out administrative work, such as prepare bills and letters to clients
- Assist with preparation of Notices of Objection
- Develop direct contacts with clients
- Prepare corporate tax returns and tax provisions; collating of tax returns
- Interact with tax authorities
- A commitment to learning and using our tax technology and processes
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Southern Illinois University Carbondale
Bachelor’s Degree in Accounting
Skills
Skills
- Working knowledge of Microsoft excel strongly recommended
- Knowledge of tax and accounting
- Strong analytical and problem-solving skills, including both a quantitative and a qualitative orientation
- Strong Microsoft Excel skills
- Adaptability to various software programs necessary
- Strong written and verbal communication skills
- Ability to prioritize responsibilities and processes and work independently
- Extremely well-organized and able to prioritize work appropriately to handle a large volume of tax filings
- Excellent interpersonal, written and verbal skills
- Works closely with the estate attorneys, accountants, and related professionals
6 Tax Technician resume templates
Read our complete resume writing guides
1
Tax Technician Resume Examples & Samples
- Must possess knowledge of one or more tax areas with a stronger knowledge in fiduciary tax preferred
- Knowledge of OneSource Trust tax is preferred and ProSystems is helpful
- 1 - 3 years of fiduciary tax preparation and research experience
2
Tax Technician Resume Examples & Samples
- Coordinates Northern’s payment of GST tax when due
- Interacts with internal/external sources including attorneys, auditors, accountants, federal and state tax authorities, and partners
- Interprets new laws and regulations on federal transfer taxation
- Provides solutions to the most complex, highly sensitive problems
- Works on various software systems within a group
- Trains staff on the process of annually reviewing accounts for transactions resulting in taxable distributions, necessitating the filing of a taxable distribution return
- 1 - 3 years of related tax experience
3
Tax Technician Resume Examples & Samples
- Extensive Excel skills including advanced knowledge of functions, pivot tables, macros, data manipulation, and VBA
- SharePoint development
- Superb attention to detail
- Ability to engage in multiple initiatives simultaneously
- Motivated and enthusiastic to learn, thrives on challenges, demonstrates respect for others
4
Top Financial Services Tax Technician Resume Examples & Samples
- Ensure professional standards are met
- Must demonstrate strong team playing skills in all client and internal management dealings
- Undertake any training or development co-ordinated by the Tax team
- Demonstrates strong organisational skills and attention to detail
- Ability to communicate effectively with colleagues, Managers, Partners and clients (verbal and written communication)
- Able to update Manager on appropriate issues on a timely basis, taking in to account potential risks and issues
- Maths and English GCSE Grade C and above (or equivalent)
- Demonstrate a high competence in MS Office (Excel, Word, Outlook, Powerpoint)
- Ability to work on own initiative and highlight issues as they arise
- Ability to work towards tight deadlines
- Demonstrate ability to work effectively in a team environment
- Ability to plan and organise work well, and ability to prioritise
- Enthusiastic / motivated / self-confident
- Working towards ATT qualification or have relevant Tax technical experience
5
Top Tax Technician Resume Examples & Samples
- Primary responsibility to take control of a portfolio of clients and their day to day tax affairs
- Communication and representation
- Develop professional relationships with clients and within the firm
- Develop professional/technical/business knowledge (through on the job experience)
6
Tax Technician Resume Examples & Samples
- Interface with clients, team members and tax authorities
- Identify and resolve administrative issues and manage administrative processes in support of our clients
- Keep team members informed and ensure all matters are followed up and/or followed through to meet various deadlines
- Prepare Canadian and US personal tax returns
- Coordinate tax mandates and research relevant tax issues
- Determine the accuracy/completeness of the compliance product, perform quality assurance procedures, and prepare the product for delivery
- Review and analyze tax documents with guidance from other team members
- College degree in accounting or related field
- Proficiency in Microsoft Office tools, particularly the ability to use advanced Excel skills such as vLook up
- The ability to communicate timely within a team to keep everyone updated on outstanding tasks and deliverables
- Flexibility to work additional hours during busy periods
7
Tax Technician, Business Tax Advisory Resume Examples & Samples
- Prepare corporate tax returns and tax provisions; collating of tax returns
- Research general tax issues
- Assist with preparation of Notices of Objection
- Interact with tax authorities
- Providing clients with quality, timely and responsive services and work products
- Carry out administrative work, such as prepare bills and letters to clients
- College diploma in accounting, finance or tax, or equivalent
- Previous related tax experience; insurance industry experience (an asset)
8
Tax Technician, Indirect Tax Resume Examples & Samples
- Interface with clients and team members to secure necessary tax data
- Analyze data and complete work papers based on professional standards
- Process and convert data to returns
- Determine the accuracy and completeness of the returns
- Prepare the returns for delivery
- File the returns electronically
- Perform other related duties, such as tax research, as required
- Share knowledge to develop professionally and enhance service delivery
- Facilitate communication and provide ample assistance to team members
- Leverage technology to continually maximize productivity
- A DEC in a related field
- Proficiency in Microsoft Office tools and advanced knowledge with Microsoft Excel (pivot table, Vlook up…)
- Bilingual (both spoken and written)
9
Personal Tax Technician Resume Examples & Samples
- Recognises planning opportunities (tax advisory) and takes responsibility for escalating this to the relevant client relationship manager to develop new business
- Manages a client portfolio and builds good rapport with the client to gain a clear understanding of client expectations
- Provides general support to clients in the provision of tax returns
- Prepares and finalises accurate and timely tax return work ready for review
- Uses and understands legislation appropriately to aid in relevant area of work
10
Tax Technician Resume Examples & Samples
- Working closely with a Tax Partner or other senior tax staff to carry out day-to-day tax compliance tasks
- Assisting senior tax staff in preparing elections, objections and representations to tax authorities
- Co-ordinating preparation of trust and estate returns
- Liaising with tax authorities on audits and requests for information
- Assisting Partners and senior staff in compiling client information for special tax projects
- Working with senior tax staff in preparing and presenting technical sessions for staff
- Performing clerical duties for the tax group
- 1-2 years of previous experience in a similar role
- Self-motivated with an ability to work independently and in a team environment
- Excellent analytical and problem identification skills
- Excellent written and verbal communications skills
- Excellent project management and organizational skills to handle multiple projects with conflicting time lines
- Experience with MS office, Caseware, and tax preparation software.To learn more about Collins Barrow please visit our website at www.collinsbarrow.com
11
Tax Technician Resume Examples & Samples
- Working closely with a Partner or other senior tax staff to carry out day-to-day tax compliance tasks
- Previous experience in a public accounting firm
- Experience with MS office, Caseware, and tax preparation software.To learn more about Collins Barrowplease visit our websites atwww.collinsbarrowkawarthas.com and www.collinsbarrow.com
12
Tax Technician, International Tax Resume Examples & Samples
- Act as a primary liaison with client for billing, receivables, budgets
- Work with partners to manage opportunities, budgeting and risk management tools
- Gathering and process time and expense, including KPMG member firm details required to prepare monthly invoices and any needed accruals
- Work with KPMG member firms to process payments, track variances, and other billing discrepancies
- Work across service lines for consolidated invoices
- Interact with Finance and Risk Management in areas pertaining to the engagement process
- Experience with Microsoft Word, PowerPoint, and Access
- Strong Microsoft Excel skillset
- Excellent project management, administrative and organizational skills
- Ability to interact with clients and KPMG member firm professionals
13
GMS Tax Technician Resume Examples & Samples
- Perform basic tax calculations and conduct research on basic to moderate assignments
- High School diploma or equivalent; completed coursework from an accredited college/university is preferred
- Experience with Microsoft Excel, Word, PowerPoint, and Access with strong computer skills overall
14
Tax Technician, M&A Tax Resume Examples & Samples
- Work collaboratively with all team members providing administrative support
- Create and prepare Excel spreadsheets
- Assist team in preparing client deliverables, most notably PowerPoint presentations
- Schedule calls and meetings between the team and the client, send Outlook calendar invites, and make conference room reservations
- Assist with client billings, time and expense reporting, coordinate travel, and arrange meetings
- Excellent administrative and organizational skills
- Excellent written and verbal communication skills, and people skills
- Ability to work overtime and answer calls/emails regarding urgent matters during weekend and late evening hours, as needed
15
Tax Technician, Salt-indirect Tax Resume Examples & Samples
- Review and analyze tax related documents with guidance from team members,
- Associate’s or Bachelor's degree from an accredited college/university
- Knowledge of and experience with tax research tools and software
16
Tax Technician Resume Examples & Samples
- Prepare information requests for clients
- Prepare personal, corporate, partnership and information tax returns
- Prepare supporting documents and working papers
- Collate and e-file submissions of tax returns
- Prepare financial statements
- Develop direct contacts with clients
- Provide clients with quality, timely and responsive services and work products
- Previous related tax experience would be an asset
- Excellent organization skills and attention to detail
- Fluent in written and verbal English and French or Bilingual in French and English preferred
- A commitment to learning and using our tax technology and processes
- The flexibility to work additional hours
17
Temporary Tax Technician Resume Examples & Samples
- Accumulation of sales and use tax audit data
- Reconciliation of data to audit workpapers and GL
- Heavy exposure to financial systems
18
Senior Tax Technician Resume Examples & Samples
- Calculates required federal and state quarterly estimated tax payments
- Reviews, prepares and consults on tax products, compliance issues, and planning and research projects
- Assists in developing of department policies and procedures based on knowledge of the industry best practices, the regulatory environment, client expectations and evolving trends
- Develops and leads training sessions, mentors team members, trains while reviewing and providing guidance to tax analysts
- Interacts with internal/external sources including assisting with client communication and addressing client inquires that deal with complex tax and accounting issues
- 5+ years of related tax experience with at least 2 years of fiduciary tax experience
19
Tax Technician Resume Examples & Samples
- Must possess strong Excel skills including V look-up, H look-up, Sum-If Functions, Concatenate and Pivot Tables
- Prefer familiarity with tax preparation software, IMS and Fundmaster
- 3 - 5 years of accounting experience including tax preparation and research experience
20
Tax Technician Resume Examples & Samples
- Performs a review of activity in assigned accounts to check the classification of income and the calculation of withholding
- Makes adjustments and corrections of income classifications and related withholding
- Reconciles income and related withholding entries across multiple software platforms
- Prepares annual tax reporting for assigned client accounts on Form 1042-S
- Participates in testing software upgrades and enhancements
- Participates in assigned special projects
- Maintains a thorough understanding of applicable tax laws and regulations
- Must be detail oriented with strong analytical and communication skills
- Prefer familiarity with Web Cash Movement application
21
Tax Technician Resume Examples & Samples
- Assist the Seniors and Managers as part of a wider team to service their clients
- Prepare client tax returns required by the Senior and Manager
- Preparation of engagement letters and client acceptance documentation
- Provide an efficient and pro-active service to clients and their internal management to ensure that their needs are fully met
22
Tax Technician Resume Examples & Samples
- Preparation of working paper files for Notice to Reader and Review engagements associated with incorporated and unincorporated businesses
- Providing bookkeeping services or assistance to clients
- Preparation of personal, corporate, partnership and trust income tax returns
- Appropriate and timely identification of accounting and tax issues to clients, as well as guidance, solutions and proposals to deal with them
- Maintaining regular contact with clients and taxation authorities
- Working with or assisting internal tax department staff to investigate or resolve client accounting and related taxation issues
- Preparation and filing of HST returns
- Occasional preparation of payroll and process-related returns i.e. T4, T5, and NR (Non-Resident) filings
- Preparation of information return filings (i.e. T4A-NR, NR4, T106, T1134) as required
- Preparation of tax election filings as required
- Accounting diploma/certificate or higher, as well as a CPA, CGA designation or equivalent (completed or in-progress)
- Minimum of 2 years’ experience in general bookkeeping, Review and Notice to Reader engagements and tax preparation, preferably in public practice,
- Strong demonstrated accounting and tax knowledge
- Ability to work effectively independently and within a team
- Excellent client relations and interpersonal skills
- Strong organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
- Experience working with CaseWare/CaseView, QuickBooks, Simply Accounting, TaxPrep and MS office, a strong asset.12… 6 seek to 10%, 20% … 60%
23
Tax Technician Resume Examples & Samples
- Assist the tax department in the commodity tax audit process (desk audits and detailed sales tax audits) to ensure that tax audits are executed in an efficient, effective and timely manner
- Obtain from business unit controllers the documents requested in the course of government audits and ensure that these documents meet documentary requirements
- Perform basic analysis of the documentation requested during tax audits
- Extract and prepare electronic files based on tax authority requests
- Communicate with tax authorities regarding various tax correspondences (notice of assessment, statement of account, etc.) and reconcile differences, if any
- Assist with the preparation and review of tax returns
- Assist in the setup of “My Business Account” with the Canada Revenue Agency
- Assist the tax department in preparing information and training documents related to indirect tax compliance
- Assist the tax department in preparing information related to corporate income tax compliance and tax return preparation
- Collaborate with the financial system’s team when changes are required to the tax module of the financial system
24
Tax Technician Resume Examples & Samples
- Assists in tax planning, researches, prepares, and monitors specific reports
- Works closely with the estate attorneys, accountants, and related professionals
- Will interact with Federal and state tax authorities and auditors
25
Senior Fiduciary Tax Technician Resume Examples & Samples
- Reviews and prepares tax products in compliance with tax laws and accounting products to ensure quality and accuracy, including asset valuations, account reconciliations, court required inventories, and accountings
- Reviews account audits, marital fundings, plans of division, and accountings for timeliness and accuracy
- Serves as a consultant on issues associated with tax and accounting products, planning and research projects. Provides assistance in the interpretation of the tax law
- Assists in planning and resolving client servicing workflow problems
- Represents the bank in meetings and audits as requested. Interacts with internal/external sources including attorneys, auditors, accountants, federal and state tax authorities, clients, banks, insurance companies, and partners
- Reviews tax and accounting products submitted by outside preparers such as attorneys and tax planners/preparers, as required. 8. Works on various software systems related to the administration of an estate or trust
- 5-7 years of Estate Tax Preparation/Review accounting experience
26
Tax Technician Resume Examples & Samples
- Assisting with technical research, developing and documenting tax compliance and planning recommendations
- Preparing working files for tax engagements
- Working with clients, under the supervision of tax partners, to obtain the necessary information to assess the accuracy and appropriateness of the records
- Investigating specific tax accounts assigned, and identifying, resolving and documenting significant variances
- Working on concurrent assignments
- Preparing personal, corporate, partnership and trust income tax returns
- Preparing information return filing (e.g. T4A-NR, NR4, T106, T1134) and tax election filings
- Diploma or undergraduate degree in a related discipline (finance, business, accounting, etc.)
- 1 – 3 years of relevant experience
- Experience with MS office, Caseware/Caseview, QuickBooks, Simply Accounting, TaxPrep a strong asset
27
Tax Technician Resume Examples & Samples
- Prepare and file Municipal Business Licenses and respond to notices and questions related to these filings. These documents must be prepared accurately and filed on a timely basis
- Organize and maintain tax filing calendar to ensure timely filing of tax returns
- Maintain workflows for federal and state audits and notices as needed and ensure prompt responses to correspondence by sorting all in-coming mail, alerting the appropriate tax associate, and initiating workflows when required
- Assist with preparation and processing of premium tax and other non-income tax filings
- Assist with processing and filing of federal and state income tax filings
- Maintain, and create, and organize historical documents for the Fileroom in OneSource and the Tax Library for all tax functions (both hardcopy and electronic as necessary)
- Assist the Tax department with daily administrative duties
- Provide additional support to Tax Department as needed
- 3 years of experience working in an accounting business support role in a Corporate environment setting(experience in Accounting and Finance area a plus)
- Experience assisting with the preparation of tax returns
- Excellent interpersonal, written and verbal skills
- Extremely well-organized and able to prioritize work appropriately to handle a large volume of tax filings
- Ability to prioritize responsibilities and processes and work independently
28
Tax Technician Resume Examples & Samples
- Responsible for remitting state IRA withholding payments to the proper state taxing authorities
- Responsible for monthly, quarterly and annual state withholding filings and monthly reconciling of state withholding payout accounts
- Prepares and reconciles federal form 945 for IRA and backup withholding
- Responsible for answering questions regarding specific IRA related questions
- Other tax/trust related projects as needed
- General tax background is required
- Knowledge of federal transfer tax law, fiduciary income tax, and estate planning is preferred
- Excellent communication and analytical skills required for position
- Working knowledge of Microsoft excel strongly recommended
- Adaptability to various software programs necessary
- 1-3 years of tax or related experience
29
Tax Technician, International Tax Resume Examples & Samples
- Associate’s or Bachelor's degree from an accredited college
- A minimum of one year of experience with Microsoft Excel, Word, PowerPoint, and Access and strong computer skills overall
- Ability to interact with clients
30
Tax Technician Resume Examples & Samples
- Provide responses to inquiries via telephone, e-mail and fax, while adhering to established Global Mobility Services standards
- Utilize available resources and tools to proactively resolve customer issues and research resolutions
- Assist with delivery of services to business traveler employees of corporate clients Qualifications
31
Senior Tax Technician Resume Examples & Samples
- Prepares tax products in compliance with tax applicable laws
- Manages an account load requiring preparation, review of transactions, review of trust documents and processing of Forms 1041, 1099 (B, INT, MISC, R) and 5498
- Interacts with internal and external sources including assisting with client communication and addressing client inquires that deal with complex tax and accounting issues
- Provides solutions to complex tax-related problems . These solutions often require significant knowledge of accounting and tax conventions, as well as quantitative analysis
- Must possess knowledge of one or more tax areas with extensive knowledge in fiduciary tax
- Strong interpersonal skills required
- Ability to work independently, while simultaneously being able to forge productive team relationships
- Intellectual curiosity, initiative, personal organization, motivation , maturity, and ownership of one's work
- Personal leadership qualities, including an ability to influence without authority, drive change and accomplish challenging goals
- 5-7 years of related tax experience with at least 5 years of fiduciary tax experience
- CPA and/or MST candidates are highly desirable
- Experience with tax provision and compliance software such as Thomson Reuters OneSource or CCH ProSystem fx Tax is a plus
- Experience in IRS audits is a plus
32
Tax Technician, Global Mobility Services Resume Examples & Samples
- Support global coordination among KPMG member firms with regard to member firms’ client engagement-specific policies and procedures
- Maintain and update various tracking, tax compliance and electronic systems
- Prepare various reports to assist team members and manage the status of tax compliance and advisory projects
- Create and prepare spreadsheets supporting client deliverables
- Assist in gathering information from clients for the tax compliance process including the preparation of tax returns and extensions of time to file
- Prepare client invoices, coordinate and process inter-firm billings, and prepare financial analyses
- Ability to interact with clients and work well in large team settings
33
Tax Technician, Franchise Tax Board Resume Examples & Samples
- A signed STD 678
- The position #, job control # and hiring unit contact in the job title line of the STD 678
- “To" and "from" dates (month/day/year) and hours per week for all employment history listed on the STD 678/resume
34
Tax Technician Resume Examples & Samples
- Verify and record the status of tax obligations of foreign companies in our database
- Follow-up on the status of the tax audits of foreign entities
- Participate in the quarterly and annual process of income tax reporting
- Communicate with Corporate accounting and the divisions in respect of payments of taxes
- Respond to specific requests of the divisions regarding tax compliance and tax cost of projects
- Assist in the preparation of documents required for tax returns of the group and for tax reporting
