Tax Preparation and Planning Resume Sample

Key Result Areas:

• File federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments
• Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules
• Recommend tax strategies by researching federal, state, and local taxation issues
• Maintain legislative materials by reviewing, interpreting, and implementing new or revised laws
• Maintain compliance with regulations by forwarding required information to federal, state, and local authorities; revise procedures by developing and streamlining procedures and worksheets for calculation of tax provisions
• Identify profitability of potential mergers and acquisitions by analyzing tax information; calculating key ratios; identifying areas of tax savings
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
• Accomplish accounting and organization mission by completing related results as needed

Key Highlights:

• Any existing systems/ processes streamlined???? Results obtained????
• Major assignments handled????
• Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
• Awards/appreciation letters received???? Other relevant achievements????

Key Result Areas:

• Awards/appreciation letters received???? Other relevant achievements????
• Performed tax assistant duties to the tax department
• Assisted tax professionals and tax consultants in handling taxation matters
• Answered and responded to clients’ inquiries on their tax problems
• Scheduled and organized tax works and assignments for tax professionals and practitioners
• Assisted and supported tax practitioners and professionals in filing tax returns on time
• Organized and managed all tax reports, statements and documents relating to clients
• Assisted and supported administrative staff of the tax department
• Assisted and supported audit team in their tasks of tax audits
• Maintained strict client confidentiality relating to their tax matters
• Adhered to tax professional standards and ethics in tax assistant functions

Key Highlights:

• Any existing systems/ processes streamlined???? Results obtained????
• Major assignments handled????
• Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
• Awards/appreciation letters received???? Other relevant achievements????