Tax Assistant Resume Examples

Dynamic and highly qualified Tax Assistant with extensive knowledge of accounting principles taxation policies and income tax procedures. Prepares clear comprehensive financial reports for executive-level management; skilled in financial and managerial accounting practices and procedures. Flexible team play who adapts seamlessly to constantly evolving accounting processes and technologies.

• Answered phone calls and assisted clients with questions regarding tax preparation
• Prepare and assist in preparing simple to complex tax returns for individuals or small businesses
• Use all appropriate adjustments deductions and credits to keep clients’ taxes to a minimum
• Interview clients to obtain additional information on taxable income and deductible expenses and allowances
• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns

• Furnished taxpayers with sufficient information and advice to ensure correct tax form completion
• Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns
• Calculated form preparation fees according to return complexity and processing time required
• Checked data input or verify totals on forms prepared by others to detect errors in arithmetic data entry or procedures

• Assisted management in reducing all obligations and determining complexity of all issues
• Collaborated with various departments to ensure achievement of all organizational objectives
• Assisted pricing group members to design and implement all company transfer policy and prepare plans for tax departments
• Coordinated with business units to administer personnel for various departments

• Accounting specialization

Enrolled Tax Agent
Certified Public Accountant