tax associate resume example with 4+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Talented tax preparation professional with expertise in completing returns accurately and efficiently. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Has skills with working in an office and working with customers, knowledge with multiline phones, faxing, emailing, and working as a team.

  • Tax accounting
  • New business development
  • Tax consulting
  • Organization skills
  • Data gathering
  • Research/due diligence
  • Self-starter
  • Professional and mature
  • Strong interpersonal skills
  • Dedicated team player
  • Schedule management
  • Prioritization and time management
  • Confidentiality understanding
  • Multi-line telephone skills
  • Tech-savvy
  • Business operations understanding
Tax Associate, 12/2015 to 01/2018
Federal Signal CorporationPost Falls, ID,
  • Prepared tax return documents for clients.
  • Met with clients to gather information and discuss line item tax return components.
  • Conducted research and compiled backup documentation.
  • Assessed various angles of tax situations to maximize tax benefit.
  • Counseled clients on tax planning aspects by explaining laws regarding estate tax and gift tax.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Used tax form instructions and tables to complete tax forms.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Calculated form preparation fees according to return complexity and processing time required.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Scheduled and confirmed appointments.
  • Answered and directed incoming calls using multi-line telephone system.
  • Served visitors by greeting, welcoming and directing to appropriate personnel.
  • Updated and recorded customer or client information to maintain accounts.
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
  • Processed payments and updated accounts to reflect balance changes.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Greeted and directed visitors to appropriate personnel and answered average of 10+ calls and emails daily.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Greeted customers, answered general questions and directed to appropriate locations.
  • Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
  • Scheduled appointments and maintained and updated appointment calendars.
  • Greeted visitors entering establishment to determine nature and purpose of visit.
  • Protected clients' rights by maintaining confidentiality of personal and financial information.
  • Maintained business office inventory and equipment by checking stock for needed supplies.
  • Transmitted information or documents to customers through email, mailings or facsimile machine.
  • Supplied callers with office address and directions, employee email addresses and phone extensions.
School Cook, 08/2012 to 03/2015
Primrose SchoolKansas City, KS,
  • Followed guidelines for safe serving, appropriate temperatures and proper presentation.
  • Prepared meals in alignment with quality standards and preferred techniques.
  • Kept kitchen areas clean, organized and sanitized accounting to proper procedures.
  • Prepared meals in accordance with operational policies, food safety guidelines and health code requirements.
  • Monitored food temperatures to maintain food safety.
  • Sanitized workstation at end of shift to minimize risk of salmonella and other food-borne illnesses.
  • Maintained clean and orderly appearance throughout kitchen and dining area.
  • Received and stored food and supplies.
  • Adjusted established recipes to meet special dietary and allergen restrictions.
  • Adhered to regulatory standards regarding safe and sanitary food prep.
  • Monitored supply inventory and rotated stock to maintain optimal freshness and reduce waste.
  • Handled advanced thawing and food pre-preparation for upcoming meals.
  • Made meals in accordance with company standards and requirements.
  • Monitored inventory to maintain proper supply level.
  • Chopped and diced vegetables and fruits to stock fridge ahead of busy periods.
  • Executed proper techniques when preparing menu item ingredients.
  • Operated kitchen equipment in alignment with OSHA protocols and manufacturer instructions.
  • Garnished and arranged plated meals.
Deli Associate, 08/2012 to 01/2015
Festival FoodsNew London, WI,
  • Completed orders by slicing, weighing, packaging and pricing meats and cheeses.
  • Sanitized and kept work areas tidy by cleaning surfaces, equipment and floors, removing trash and maintaining machinery.
  • Stayed calm and professional in situations and resolved conflicts to customer satisfaction.
  • Received new inventory and rotated stock by dates to keep items fresh and usable.
  • Closely adhered to food safety and sanitation procedures established by company and regulatory agencies.
  • Maintained work areas to reduce potential for illness or injury.
  • Answered telephone inquiries about available menu items, products and services and delivered appropriate information so customers could make valid choices.
  • Communicated effectively with deli counter customers to answer questions and make recommendations.
  • Updated food displays, cases and other customer-facing areas to increase sales of special items.
  • Organized ingredients and restocked supplies to prepare for busy periods.
  • Cleaned utensils, dishes and glasses for customer use.
  • Worked with customers placing large or specialized orders, providing samples and recommendations and responding to requests.
  • Followed recipes and customer requests to prepare meals.
  • Acquired new skills to support team and further accommodate customer needs.
  • Documented and entered special orders for event catering and party trays.
  • Stored perishable food items in freezer or refrigerator to protect from spoilage.
  • Checked and recorded refrigerator and freezer temperatures to maintain food quality and freshness.
  • Assessed customer needs, evaluated food allergies and suggested additional menu items as appropriate.
  • Created aesthetically pleasing food arrangements for special orders and party trays.
Education and Training
: Emergency Medical Technology, Expected in to Texas State Technical College - Harlingen - Harlingen, TX

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Resume Overview

School Attended

  • Texas State Technical College - Harlingen

Job Titles Held:

  • Tax Associate
  • School Cook
  • Deli Associate


  • Some College (No Degree)

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