Tax Staff Resume Example

• Prepared Federal and State Income Tax Returns for individuals, and proactively researched tax issues related to projects.
• Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Prepared Form 1099 for our clients recipients.
• Managed and updated clients' personal and business Quickbooks accounting system, and maintained integrity of general ledger and chart of accounts.
• Recorded journal entries in Quickbooks software, and classified financial transactions and events in accordance with accounting principles.
• Complied with all established policies and performed bank reconciliations, to generate accurate financial statements.
• Analyzed financial reports, reviewed account balances, and identified variances to reduce financial inconsistencies.
• Upheld strict confidentiality protocols with all client details and tax return information.

• Calculated salaries, rate changes, retroactive adjustments, overtime, bonuses, vacation, termination and garnishment's using Excel and Workforce Now System. Processed benefit, medical, vision, 401K, sick, and vacation payouts to new hires and terminated employees.
• Performed a series of complex, extensive audits to ensure each payroll preview sent out to the client was pristine and error free.
• Provided our clients with "Best Practices" to ensure they remained compliant with federal laws and regulations.
• Independently maintained 100% accuracy in transferring correct data from payroll spreadsheets onto Workforce Now system.
• Processed payrolls on both Bi-Weekly and Semi-Monthly basis for thousands of employees nationally.
• Researched topics and completed due diligence to resolve payroll inquiries/concerns in timely and knowledgeable manner.
• Trained new employees on payroll processing responsibilities and company procedures.
• Prepared payroll audit presentation for senior management and colleagues using Microsoft software and new company technology.
• Maintained employee confidence and protected payroll operations by keeping information confidential.

Tax Preparation

• Prepared tax returns, and extensions for various types of organizations and entities, including individuals.
• Thoroughly reviewed clients tax filing paperwork to determine eligibility for additional tax credits or deductions, as well as proactively corrected any discrepancies.
• Interviewed clients to collect information and gather necessary documentation prior to preparing tax returns.
• Proactively researched tax issues.
• Maintained complete records of client tax returns and supporting documentation in secure areas.

Bookkeeping and Financial Reporting

• Aligned all financial activity with GAAP regulations.
• Maintained integrity of the General Ledger, including the Chart of Accounts.
• Entered financial data into accounting database software to be verified and reconciled.
• Reconciled company bank, credit card, and line of credit accounts.
• Streamlined bookkeeping procedures to increase efficiency and productivity.

• Accurately operated cash register for check, credit card, and cash transactions. Completed all opening and closing procedures including reconciling the contents of the register.
• Implemented up-selling strategies, encompassing recommendation of complementary purchases.
• Built relationships with customers to increase likelihood of repeat business.
• Worked with my team to collaboratively reach targets, consistently meeting or exceeding personal quotas.