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senior tax specialist resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Senior Tax Accountant with strong analytical and technical skills. Demonstrates proven to think proactively, handle pressure and deadlines and communicate with clients and tax authorities. Professional Senior Tax Specialist with polished negotiation, organization and research skills. Extremely trustworthy, meeting deadlines in fast-paced dynamic work environment. Seasoned Senior Tax Specialist with more than 23 years' success in helping companies navigate income tax, financial reporting and remittance regulations. Expert in income and sales tax laws, corporate accounting and organizational procedures affecting income and sales taxes. Accomplished in mitigating tax-related penalties through robust standards for records and documentation. Professional Senior Tax Specialist with polished negotiation, organization and research skills. Extremely trustworthy, meeting deadlines in fast-paced dynamic work environment. Experienced Senior Tax Specialistdriven to improve business operations and maximize team performance. Offering 23-year background in H&R Block. Focused on continuous team development and bottom-line profitability. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Skills
  • Multi-state tax filing
  • High accuracy
  • Deductions understanding
  • Sarbanes Oxley compliance
  • Tax law
  • International taxation laws
  • Valuations and estimations
  • Benefits documentation
  • Research/due diligence
  • Data gathering
  • Individual returns preparation
  • Exemptions expertise
  • Documentation filing
  • Tax accounting
  • Tax advising
  • Tax liability management
  • Team management
  • Clerical
Experience
Senior Tax Specialist, 12/2014 - Current
Masspay Nashville, TN,
  • Supervised, trained and mentored associates and interns on tax projects and assessed staff for performance reviews.
  • Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
  • Responded to inquiries from IRS and other tax authorities.
  • Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
  • Researched wide range of tax issues related to business transactions for variety of entities and affiliates.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Identified potential tax issues and provided swift, effective solutions.
  • Generated tax returns for more complex individual, corporate and foreign tax clients.
  • Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
  • Paid and collected sales tax and prepared collected W-9 information.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Helped clients integrate new tax software with accounting software.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Finalized and processed paperwork with local, state and federal government authorities.
Income Tax Preparer Manager, 01/1998 - 04/2013
Carlie C's Iga Zebulon, NC,
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Helped clients integrate new tax software with accounting software.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
Customer Service Manager, 02/2007 - 11/2009
Walmart City, STATE,
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
  • Assisted staff with resolving complex customer issues and implementing targeted solutions.
  • Maintained knowledge of company products and services to promptly resolve complaints and concerns.
  • Investigated sensitive customer service complaints and delivered prompt resolution to customer satisfaction.
  • Assisted customers in making payments on accounts and setting up payment plans.
  • Set clear expectations and helped employees pursue optimal paths for achieving each target.
  • Reviewed customer account information to determine current issues and potential solutions.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Evaluated and authenticated returns, exchanges and voids.
  • Interviewed, hired and trained new quality-focused customer service representatives.
  • Built client rapport while accurately processing repair documentation and troubleshooting technical discrepancies through completion.
  • Delivered continuous training to associates to maximize performance and customer relations skills.
  • Oversaw and assessed customer service staff activities to provide personnel with regular performance-related feedback.
  • Confirmed delivery of orders and troubleshot missed delivery dates, shortages and overages.
  • Evaluated employee job performance and motivated staff to improve productivity.
  • Responded to in-person and online customers to improve company customer service ratings.
  • Organized shift assignments to meet expected coverage demands by factoring in typical loads and upcoming changes.
  • Recommended improvements to products and services to mitigate complaints.
  • Evaluated quality of representatives' phone calls and provided feedback to management.
  • Relayed productive customer feedback to marketing teams.
Education and Training
General Office Clerk: Office, Expected in 08/1990
-
South Texas Vo-Tech - McAllen, TX,
GPA:
Status -
GED: , Expected in 05/1988
-
Adult Learning School - McAllen, TX,
GPA:
Status -
Certifications
  • Certified Senior Tax Specialist , H&R Block - 2021, 2020, 2019, 2018, etc.

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Resume Overview

School Attended

  • South Texas Vo-Tech
  • Adult Learning School

Job Titles Held:

  • Senior Tax Specialist
  • Income Tax Preparer Manager
  • Customer Service Manager

Degrees

  • General Office Clerk
  • GED

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