Tax Associate Resume Example

Tax Return Preparing

• Assist with client's state and local tax requirements, including interpretation and compliance with requirements of state law
• Preparation of work papers for client engagements; experienced with excel and preparing data 
• REIT Testing
• Compute State Allocation and Apportionment and stay up to date with state calculation variations
• Experience with SEC reporting requirements including 10-K and 10-Q
• Perform financial analytics including fluctuation analyses to ensure proper relationships on tax returns

Engagement Management

• Efficiently and effectively manage day-to-day responsibilities as well as continuous ad hoc requests
• Manage and coordinate meetings to effectively improve team planning for client engagements, including recording of minutes and follow-up of open items
• Collaboration with internal and external contacts regarding various information requests from client
• Maintain and update EDoc's to ensure compliance with auditing standards

Communication and Teamwork

• Maintain active relationships with cross-functional business partners such as State and Local Tax, Exempt Organizations, Partnerships and Corporations

• Trained and coached intern during Summer of 2016