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senior tax analyst resume example with 14+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary
Seeking a challenging customer service position within a financial institute.
Skills
  • Excellent Customer Service
  • Business Tax Accounting
  • Quick Books
  •  H&R highest certification
  • Designer
  • Client Services
  • Individual Tax Accounting 
  • Sales
  • Microsoft Excel, Word, Powerpoint
Accomplishments
  • 10+ years of experience with Global tax accounting as a senior tax analyst.
  • Exceeded targeted revenue goal year over year with excellent subject matter knowledge And customer service skills.
  • Exceeded targeted client retention rate year over year.
  • Achieved and maintained over 90% net promoter score based on client surveys.
  • Achieved and maintained highest Product and Services rate in the district year over year.                                         
  • Achieved total product attachment rate of 120% last year and over 100% year of year. 
  • Achieved highest H&R Block certification.                                   
Experience
Senior Tax Analyst, 01/2011 to Current
Department Of The TreasuryNew York, NY,
  • Exceeded targeted client retention rate year over year.
  • Coordinate with IRS and State Tax department to resolve client.
  • Investigate and respond Clients IRS notifications.
  • Individual, business and self-employment tax preparation.
  • Meet greet and interviewing clients.
  • Medium to high complex tax preparation.
  • Helped Clients with complex tax with superior subject matter knowledge.
Interior Designer, 01/2008 to 01/2010
Hy-VeeWashington, IA,
  • Home Depot, Canada Quote sales orders for customer.
  • Convert sales quotes into sales orders.
  • Exceed targeted sales quote conversation rate to sales orders.
  • Utilize design 20/20 software to draft customer design need.
  • Top revenue generator with excellent customer service and design recommendations.
  • Ability to influence customer with suggested recommendations.
Tax Analyst, 01/2006 to 01/2010
FedexRoanoke, VA, Canada
  • Prepared tax returns for individuals and self-employed.
  • Understand Canadian Tax laws for individual and business.
  • Exceed client expectation with excellent subject matter knowledge.
  • Interact with Federal and Provincial Canadian tax department.
  • Ability to understand and access customers need quickly.
Education and Training
Bachelor of Science: Accounting , Expected in 2016 to Lone Star College - Conroe, TX
GPA:
Accounting Degree in process
: Interior Designer, Expected in 2009 to Home Depot Corporate - Edmonton, AB
GPA:
Bachelor of Science: Architecture, Expected in 2000 to UET - Lahore,
GPA:
BS in Architecture
Associate of Science: Quick Books Software, Expected in 2016 to Lone Star College - Conroe, TX
GPA:
Skills
Client support, Excellent customer service, Quick Book, Sales, Tax laws, Individual Tax, Business Tax, Microsoft Excel, Designer

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Resume Overview

School Attended

  • Lone Star College
  • Home Depot Corporate
  • UET
  • Lone Star College

Job Titles Held:

  • Senior Tax Analyst
  • Interior Designer
  • Tax Analyst

Degrees

  • Bachelor of Science
  • Bachelor of Science
  • Associate of Science

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