LiveCareer-Resume

tax advisor resume example with 2+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as an EA. Works well under pressure, adaptable, and ready to be a strong team player.

Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Education and Training
University of Maryland University College Adelphi, MD Expected in Bachelor's : - GPA :
Experience
Bp - Tax Advisor
George West, TX, 01/2022 - Current
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Processed applications and tax documents as directed.
  • Counseled clients on tax planning aspects by explaining laws regarding estate tax and gift tax.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Gpm Investments - Sandwich Artist
Edmond, OK, 01/2020 - Current
  • Kept customer and food preparation areas clean and well-organized.
  • Restocked counter supplies and condiment stations, cleaned windows and emptied trash cans during slow periods.
  • Organized food preparation stations and regularly replenished supplies.
  • Stored food properly to prevent spoilage, cross-contamination and illnesses.
  • Delivered superior customer service focused on quality and meeting customer needs.
  • Completed opening, closing and shift change tasks by following company guidelines.
  • Discussed menu options with customers and offered suggestions to meet individual needs and drive sales.
  • Boosted customer satisfaction by quickly addressing and resolving complaints with food or service.
  • Communicated with customer to provide menu offering details and assist with decision-making.
  • Answered guest questions, delivering most accurate and updated information available.
  • Used POS system and cash register to receive payments by cash, check, credit card and voucher.
  • Trained sandwich artists to apply attention to detail and commitment to quality.
  • Performed food preparation tasks by making salads, brewing coffee and tea and slicing meats.
  • Informed customers of regular deals or monthly specials to upsell orders.
  • Maintained clean, well-organized and properly sanitized front counter area to greet customers.
  • Talked pleasantly with customers while taking orders and promoted positive image for business.
  • Followed recipes to cut, chop and combine correct ingredients and quantities to meet quality standards.
Amedisys Inc. - Accountant
Pittsfield, MA, 01/2021 - 11/2021
  • Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Reconciled client books for accurate reporting with post adjusting journal entries.
  • Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
  • Responded to tax authorities and IRS notifications to discuss tax matters.
  • Discussed tax projections and related estimated payments with clients.
  • Assisted clients with personal and corporate tax issues.
  • Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
  • Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
  • Assisted partners with proposals and business development calls.
Assure - Tax Associate
City, State, 10/2019 - 12/2020
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Organized and maintained tax documentation and functions by filing tax correspondence and submitting quarterly payroll tax return payments
  • Calculated taxes owed, prepared tax returns and made prompt payment to adhere with IRS regulations.
  • Assisted with end-of-year accounting and internal audit processing.
  • Reconciled company credit cards, expense accounts and other expenses and financial records.
  • Worked with spreadsheets, cloud-based accounting software and bank account statements.
  • Maintained process documentation for financial department operations.
  • Produced information and analytics in support of management's business decisions.
  • Maintained accurate financial and in-house systems using stringent internal controls.

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Resume Overview

School Attended

  • University of Maryland University College

Job Titles Held:

  • Tax Advisor
  • Sandwich Artist
  • Accountant
  • Tax Associate

Degrees

  • Bachelor's

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