tax coordinator resume example with 2+ years of experience

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

Eagle Scout with years of leadership experience and history of promoting positivity and program engagement. Work effectively within teams to develop creative ideas and solutions to complex issues. Intermediate use of Excel for processing and analyzing data. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Assistant Actuary position.

  • SQL, SPSS, R, SAS, Java, Python, MATLAB, C++, Latex, Minitab, Mathematica
  • Word
  • Critical Thinking
  • Written Communication
  • Microsoft Excel (VLOOKUP, text functions and conditional formatting)
  • Self-Motivated
  • Analytical and Critical Thinking
  • First Aid/CPR
Work History
Tax Coordinator, 07/2021 to Current
Macias Gini & O'connell LlpNewport Beach, CA,
  • Oversaw payroll taxes for four financial quarters
  • Responded to taxpayer questions and helped individuals understand tax documentation
  • Handled up to 40 customer requests per day to address inquiries and concerns
  • Assisted other coordinators with their end of quarter reports
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record
  • Identified issues, analyzed information and provided solutions to problems
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
Tax Support, 12/2020 to 03/2021
Frontier HealthKingsport, TN,
  • Maintained complete records of hundreds of client tax returns and supporting documentation in secured areas
  • Interviewed one hundred clients to collect information and gather necessary paperwork prior to preparing tax returns
  • Facilitated communication between clients and tax authorities
  • Resolved problems, improved operations and provided exceptional service
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement
Claims Specialist, 08/2019 to 07/2020
Arthur J Gallagher & CoCity, STATE,
  • Skilled in conducting investigations, interviewing agents, lawyers, and claimants, then compiled, and analyzed all pertinent information into Excel spreadsheet to assess company's liability
  • Strived and succeeded to consistently have least number of claims open in department 90% of time
  • Worked collaboratively to brainstorm creative ways to contact hard-to-reach insured, increasing number of closed claims by 15%
  • Trained new hires on use of company's database, and how to process claims and communicate with clients.
  • Addressed average of fifty customer inquiries and complaints each week
  • Followed up with customers on unresolved issues
  • Reviewed outstanding requests and redirected workloads to complete projects on time
  • Posted payments to accounts and maintained records
Bachelor of Science: Mathematics, Statistics, Expected in 05/2017 to California State University - Northridge,

Received Samuel Gendelman Memorial Scholarship


    Eagle Scout (2012) with eight Eagle Palms.

    Leadership roles include Assistant Scoutmaster, Senior Patrol Leader, Patrol Leader, and Historian

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Resume Overview

School Attended

  • California State University

Job Titles Held:

  • Tax Coordinator
  • Tax Support
  • Claims Specialist


  • Bachelor of Science

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