tax specialist resume example with 4+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Talented professional considered knowledgeable leader and dedicated problem solver. Brings 7 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements. Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.

  • Client Records Review
  • Sales Experience
  • Reading Comprehension
  • Prioritizing and Planning
  • Client Tax Services
  • Active Listening
  • Detailed Documentation
  • Team Management
  • Staff Training
  • Policy and Procedure Modification
  • Office Management
  • Skilled in Microsoft Office
  • Constructive Feedback
  • Responding to Difficult Customers
  • Upbeat and Positive Personality
Paloma Valley High School , Expected in 07/2015 High School Diploma : - GPA :
Work History
Cambria - Tax Specialist
Houston, TX, 01/2022 - 08/2022
  • Managed tax submissions and made sure all information complied with regulations.
  • Reconciled and produced federal and state tax documents for corporate, private business and customers.
  • Collected and submitted required tax payments.
  • Reviewed financial statements for accuracy and integrity.
  • Maintained thorough and current understanding of applicable tax laws.
  • Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
Mandarich Law Group - Debt Collector
Chatsworth, CA, 01/2018 - 03/2020
  • Used scripted conversation prompts to convey current account information and obtain payments.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Achieved performance goals on consistent basis.
  • Monitored accounts for compliance with established payment plans and flagged non-compliances.
  • Used skip tracing and other techniques to locate debtors.
  • Trained new team members on scripts, company services and collection strategies.
  • Notified co-signers of delinquent accounts to assist in collecting payments.
  • Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
  • Set up drafts and processed immediate payments after conducting thorough research and analysis of account.
  • Processed debtor payments and updated accounts to reflect new balance.
Virtue Financial Group - Finances
City, STATE, 11/2015 - 12/2017
  • Reviewed accounting and financial documents for accuracy and examined supporting documentation to establish conformance with contracts and agreements.
  • Prepared financial statements, accruals and journal entries and maintained reconciliations to summarize current and projected figures of company financial position.
  • Audited, balanced and reconciled payroll for more than 100 personnel.
  • Hired, trained and evaluated accounting staff to support department growth and achieve goals.
  • Communicated with staff, vendors and contractors regarding invoices and payment status to facilitate accounts payable and accounts receivable procedures.
  • Supervised day-to-day activities of accounting staff and delegated tasks to increase productivity and office efficiency.
  • Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
  • Gathered financial information, prepared documents, and closed books.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.

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Resume Overview

School Attended

  • Paloma Valley High School

Job Titles Held:

  • Tax Specialist
  • Debt Collector
  • Finances


  • High School Diploma

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