Tax Specialist Resume Example
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TAX SPECIALIST
Summary
Tax preparer 2015-2019
Experienced Tax Specialist well-versed in evaluations, statement preparation, returns management and reporting requirements. Familiar with tax liabilities and credits, audits and different tax laws. Offering five years of related experience.
- Office Mgr. HRBLOCK 2016 & 2017
Personable Office Manager employing exceptional relationship building abilities to cultivate positive rapport among clients, staff and management. Highly-developed communicator with outstanding capabilities in complex problem-solving and conflict resolution. Proficient in Tax Software with expertise in resource allocation and schedule management.
Skills
- Tax Preparation
- Dispute resolution
- Tax law knowledge
- Credits understanding
- File management
- Itemized deductions
- Documentation skills
- Research proficiency
- Individual returns preparation
- Documentation filing
Education and Training
High School DiplomaLansdowne-Aldan High School City,State,06/1972
From 9th - 12 grade took Business courses:
, Shorthand & Typing
- Major in Business
-Accounting
Experience
Company NameTax Specialist | City, State01/2018 to 04/2019
- Gathered and paired customer deduction documents with payments to provide backup documentation on deductions.
- Stayed up to date on regulatory requirements from the IRS, state authorities and international tax collection agencies.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Collected detailed information and required paperwork from clients to complete tax returns.
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
- Finalized and processed paperwork with local, state and federal government authorities.
- Stored copies of completed returns and related documents according to company procedures and business regulations.
Company NameBasic Skills Teacher | City, State09/2018 to 11/2019
- Helped learners of all abilities build learning and study skills to promote life-long educational goals.
- Increased classroom participation by [Number]% through effectively adapting teaching methods to student needs.
- Instructed students in complex concepts by using easy-to-understand terms and repetitive [Type] exercises.
- Used [Technique] and [Type] materials to engage students during class lectures.
- Prepared students for tests on [Area of expertise], resulting in average [Number]% test grade.
- Combined discipline plan with effective measures and lesson plans to increase concentration, participation and progress student accountability.
- Tested students' comprehension of subject matter through quizzes, tests and projects.
- Planned and implemented lessons using variety of teaching strategies to meet diverse student needs.
- Collaborated with other teachers and staff members to provide best-in-class educational opportunities for over [Number] students.
- Participated in educational workshops to learn new techniques to bolster student participation in class.
- Set and communicated ground rules for classroom based on respect and personal responsibility.
- Developed interesting course plans with multimedia learning tools to meet academic, intellectual and social needs of students.
- Participated in workshops, trainings and conferences to improve educational skills.
- Taught [Area of study] to diverse class of [Number] students.
- Leveraged diverse instructional strategies and hands-on activities to engage students and boost understanding of material.
- Introduced and encouraged debate-style classroom setting to increase student active participation and critical thinking.
- Tested students with quizzes, essays and exams to gauge learning effectiveness.
Company NameOffice Manager | City, State01/2016 to 04/2017
- Improved operations by working with team members and customers to find workable solutions.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Answered [Number] calls per [Timeframe] to answer customer questions.
- Learned [Task] and [Task] to support office needs.
- Recognized by management for providing exceptional customer service.
- Earned reputation for good attendance and hard work.
- Conducted [Timeframe] performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.
- Interviewed, on-boarded, developed and oversaw daily activities of [Number] clerical and administrative office personnel.
- Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Managed $[Amount] office budget to handle all needs, including inventory, postage and vendor services.
- Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
- Evaluated and identified ineffective workflow processes, implements solutions to improve productivity and personnel performance.
- Automated office operations to manage client correspondence, record tracking and data communications.
- Mitigated regulatory risks by ensuring program requirements adhered to [Program]'s compliance standards.
- Set up new files and assigned tracking numbers.
- Ensured that all operations met federal and state laws.
- Distributed company correspondence, including memos and updates to reinforce and apprise departments and divisions of corporate objectives and developments.
- Managed inventory and purchase of supplies for office operations and [Equipment] maintenance.
- Created training program for new office employees, decreasing training time [Number]%.
- Liaised directly with customers to meet needs and maintain satisfaction.
- Conferred with business leaders to evaluate needs and strategize operational improvements to boost productivity.
- Served as main point of contact for outside vendors.
- Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
- Monitored office inventory to maintain adequate supply levels and order products.
- Updated employee paperwork and records.
- Handled supply purchases and inventory management for office operations and equipment maintenance.
- Oversaw all day-to-day office operations, such as receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Supervised [Type] office with [Number] employees, consistently cultivating productive and positive work atmosphere.
- Evaluated and identified ineffective workflow processes to devise and implement solutions which achieved greater productivity and personnel performance.
- Cultivated community relations and worked with teams to ensure program optimization.
- Collaborated closely with [Job title] to effectively smooth and improve office operations.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Elevated customer satisfaction ratings by resolving client and case issues effectively.
- Managed daily operations within [Type] office by supporting continuous delivery of excellent services and care.
- Increased office organization by developing more efficient filing system and customer database protocols.
- Interviewed, onboarded, developed and oversaw daily activities of [Number] clerical and administrative office personnel.
- Oversaw daily functions.
Company NameTax Preparer | City, State01/2015 to 04/2015
- Collected detailed information and required paperwork from clients to complete tax returns.
- Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in [Industry].
- Stored copies of completed returns and related documents according to company procedures and business regulations.
- 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.
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Resume Overview
School Attended
- Lansdowne-Aldan High School
Job Titles Held:
- Tax Specialist
- Basic Skills Teacher
- Office Manager
- Tax Preparer
Degrees
- High School Diploma
