Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as tax associate.
Overview
3
3
years of professional experience
Work History
Experienced Tax Associate
CBIZ
08.2024 - 10.2024
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Tax Associate
Lindsey, Greenway & McIntire
01.2022 - 04.2024
Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
Researched complex tax issues in order to provide accurate advice and guidance.
Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
File monthly sales tax for client
Do bookkeeping monthly, quarterly, or yearly for clients
Reviewed tax documents to ensure accuracy and compliance with applicable laws and regulations.
Collaborated with partners and higher accountants to identify potential issues related to taxes.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.