Senior Tax Specialist resume example with 20+ years of experience
Efficient Senior Tax Specialistfamiliar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in H & R Block Software, Office and Quick Books. Motivated Tax Professional offering over 30 years of experience in growing tax services company. Expert in preparing state and federal tax returns for individuals, non-profit organizations, corporations, and partnerships. Successful in uncovering unclaimed deductions and maximizing tax refunds. Astute Senior Tax Specialist offers 30 years of success in tax services within fast-paced, high-volume settings. Successful in preparing individual tax returns and uncovering opportunities to maximize refunds. Maintains updated knowledge of changing tax regulations and accounting technology. Successful tax professional focused on performance, customer service and compliance. Offering over 30 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Highly skilled professionalwith demonstrated knowledge of payroll processing, tax submissions and foreign form preparation. Certified in Tax preparation and successful in consistently applying GAAP standards. Quality-driven professional meticulous about completing accurate work. Competent Senior Tax Accountant well-versed in individual taxes and industry accounting practices and regulatory requirements. Collaborates effectively with business professionals and government representatives to completely timely filings and smoothly handle any concerns. Expert in areas such as sales, income and worker's compensation taxation.
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- Completed and filed returns with tax departments at local, state and federal levels.
- Saved client $Many dollars by uncovering eligibility for all eligible credits.
- Interviewed hundreds of clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Facilitated communication between clients and tax authorities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Provided information about available products and services, including company products and all services, to clients, resulting in increased business opportunities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
- Performed targeted collections on past due accounts aged over 30 days.
- Worked with finance team and assisted IT to properly apply customer remittances.
- Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
- Worked effectively with medical payers such as Medicare, Medicaid, commercial insurances to obtain timely and accurate payments.
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Produced, distributed and tracked more than 200 monthly invoices for Mental Health business.
- Disbursed petty cash by recording entries and verifying documentation.
- Kept vendor files accurate and up-to-date to expedite payment processing.
- Improved accounts payable processes and achieved 80% reduction in late fees.
- Trained and mentored new team members and managers on accounts payable systems and policies to build cohesive groups and promote operational performance.
- Generated financial statements and reports detailing accounts receivable status
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Verified accuracy of accounts payable payments, resulting in 98% reduction in payment errors and check reissues.
- Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
- Utilized talents and expertise to complete on-time and accurate monthly closing processes, journal entries and accruals.
- Managed efficient and accurate processing of invoices and check requests for 20 olocations.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Identified cost-effective vendors and set up favorable contracts, saving $unknown per year in Account payable.
- Generated accounts payable reports for management review to aid in financial and business decision making.
- Promoted consistent accuracy of billing information by reconciling many accounts monthly.
- Applied more than 200 payments per week.
- Resolved problems, improved operations and provided exceptional client support.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Worked with customers to understand needs and provide [Type] service.
- Developed team communications and information for meetings.
- Maintained excellent attendance record, consistently arriving to work on time.
- Handled many calls to address customer inquiries and concerns.
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Resume Overview
School Attended
- Arapahoe Community College
- Littleton High School
Job Titles Held:
- Senior Tax Specialist
- Billing Specialist
- Accounting and Hr Clerk
Degrees
- High School Diploma
- High School Diploma
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy