Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000

Professional Summary

Tax Accountant equipped with a CTEC EA  certifications, and over 4 years of preparing taxes and bookkeeping experiences.  Expert in tax accounting including 1040, 1065,1120 returns and in-depth knowledge of Drake software and QuickBooks.   Detail-oriented, dynamic professional in search of advancement opportunities within reputable, growth-oriented organizations.

Employment history

Tax Accountant, Lesch Group. South Lezlie, Minnesota
Feb. 2015 – Jan. 2016
 Accounting, Bookkeeping.
  • Perform personal bookkeeping services.
  • Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  • Receive, record, and bank cash, checks, and vouchers.

Tax Preparing
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Enter tax return information into computers for processing.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
Tax Preparer, Hackett, Runolfsdottir and Grant. East Alfonsoville, Indiana
Jan. 2014 – Feb. 2014
  • Enter tax return information into computers for processing.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Manager, Dooley-Pollich. East Alexborough, Oregon
Nov. 2011 – Dec. 2011
Business Manager
  • Direct or coordinate activities of businesses or departments concerned with production, pricing, sales, or distribution of products.
  • Confer with board members, organization officials, or staff members to discuss issues, coordinate activities, or resolve problems.

Education

Northern Kessler Institute, Curtisside, Maine
Accounting
North Alabama University, Hermannborough, Tennessee
CTEC, Enrolled Agent, Dec. 2017
Eastern Weissnat University, Hyattstad, New Hampshire
Tax Course, CTEC cetification, 2013
Champlin College, Bahringermouth, Maine
Bachelor of Science, Business Administration, Feb. 2007

Skills

Reliable, cooperative, honest, hard-working
Excellent problem solving, analytical skills
Bilingual- Vietnamese and English
Experienced preparing individual, business income tax, payroll, payroll tax and bookkeeping
Computer skills, familiar with Microsoft Office

Andrew Smith

287 Custer Street, Hopewell, PA 00000
(000) 000-0000

Professional Summary

A highly enthusiastic, supportive and productive Master of Professional Accounting graduate, with a creative and focused attitude, and nearly two years professional experience in different accounting roles. Experienced in tax accounting and in-depth knowledge of accounting software including Xero and MYOB.  Detail-oriented, dynamic junior accountant in search of advancement opportunities within reputable, growth-oriented organizations.




Certificate

Education

East Boehm Institute, Port Conniemouth, Maryland
Master, Professional Accounting, May. 2016
North New York University, North Gaynell, Vermont
Bachelor, Accounting, Sep. 2014
East Georgia Institute, North Len, Idaho
Exchange Program, Commerce, Sep. 2013

Employment history

Tax Accountant (Part-time), Stanton, Adams and Ankunding. Kyungshire, Nebraska
Dec. 2018 – Present
  • Process tax returns for individual and corporate and lodge BAS/IAS in compliance with standards with 100% client satisfaction
  • Interview clients to obtain sufficient information on taxable income and deductions, explain and address discrepancies when required
  • Provide business registration (ABN,TFN,GST applications) and bookkeeping service to clients
  • Liaise with ATO, ABR and other relevant parties in relation to a variety of client-related matters
  • Trained 6 interns on tax returns preparation and communication with clients

Account payable& Account receivable (Internship), Klocko, Gusikowski and Padberg. Port Chase, Michigan
Oct. 2017 – Nov. 2017
  • Managed the bank account reconciliation on a daily basis in Xero
  • Monitored tuition fee collection status for 600+ students, maintain financial records and investigate overdue 
  • Processed over 100 agent commission payment, student refund payment and supplier payment weekly
  • Assisted in the preparation of budget and various financial reports for management
  • Received identified and resolved a variety of inquiries from students, agents, and suppliers, and build valuable relationships through effective and professional communication 
  • Ranked top for email responses time and satisfaction rate based on the result in Helpscout during the whole internship period 
Accountant (Part-time), Pfeffer-Bashirian. Lake Fairy, Kentucky
May. 2017 – Jun. 2017
  • Prepared and maintained the daily revenue file for Dynasty Club and The Eight Restaurant using MYOB
  • Managed a high volume of collection calls and emails to ensure that overdue bills can be paid within trading terms
  • Managed and adjusted the stock by accurately recording the stock in and out items and responsible for the weekly stock take

Vacation student in Corporate and International Tax Services, Langosh Inc. Sherrihaven, Nevada
Jun. 2016 – Jul. 2016
  • Made calculations on financial data accurately using Excel and formed tables required in the Income Tax Return Amendment letter 
  • Practiced the ability to research on particular laws and ruling laws independently and assisted in applying them to Tax Advisory cases 
  • Accurately entered tax return information into system (CCH Global Integrator) for processing
  • Exercised communication skills by liaising with ATO daily to check the status of requests for clients

References

Skills

Microsoft Excel (SUMIFS, COUNTIFS, Vlookup, Pivot table functions)
Xero
MYOB
Income Tax Returns, BAS/IAS

Languages

English
Mandarin
French
Korean

Andrew Smith

Professional Summary

Applicant with BS in Accountancy and JD in Law seeks a corporate lawyer position within a reputable law firm. Experienced in transactional analysis mergers and acquisitions and advising clients from business start-ups to seasoned companies. Strong knowledge of the taxation system; adroit at developing and maintaining relationships with clients, insurance agencies, and legal representatives. 

Employment history

Tax Accountant, Gerhold-Jacobs. Port Jarrodhaven, New Mexico
Jul. 2018 – Sep. 2018
  • Enter tax return information into computers for processing.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
Accountant, Moore, Murphy and Baumbach. South Ricardomouth, Oregon
Aug. 2017 – Nov. 2017
  • Analysed monthly balance sheet accounts for corporate reporting.
  • Maintained integrity of general ledger, including the chart of accounts.
  • Filed tax returns and prepared governmental reports in compliance with strict standards.
  • Compiled general ledger entries on a short schedule with nearly 100% accuracy.
  • Created periodic reports comparing budgeted costs to actual costs.
Accounting Intern, Stoltenberg-Sauer. Lake Erikmouth, South Dakota
Oct. 2016 – Nov. 2016
  • Trained by veteran employees on accounting principles and company procedures.

Education

Western Rhode Island Institute, Dewittchester, Mississippi
Master of Laws, Corporate and Financial Law, May. 2020
Dickens College, West Selena, Idaho
J.D., Law, Mar. 2019
Brekke Institute, Kesslermouth, Massachusetts
Bachelor of Science, Accountancy, May. 2016

Awards

Personal info

Phone: (000) 000-0000
Address: 287 Custer Street, Hopewell, PA 00000

Skills

Tax Law Knowledge
MS Excel
Business Knowledge
Networking
Research
Critical Thinking
Client Negotiations

Languages

English
Filipino
Mandarin

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More Job Descriptions for tax accountant Resumes

1

tax accountant

  • Preparing tax statements, financial statements and BAS statements at required intervals
  • Preparing business income tax returns and statements for audits
  • Assisting in financial planning
  • Identifying areas where clients and businesses can reduce tax, make claims and increase profit
2

tax accountant

  • Analysed monthly balance sheet accounts for Tax return reporting
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. reporting.
  • Prepared Level  1 T1 returns
  • Assisted in the preparation of simple and intermediate individual returns (F1040 & 1040 NR) and corporate returns (F 5472 and 1120-F)
  • Knowledgeable of the the whole US Tax workflow process.  Engagement letters, due dates, extensions to e-fling
  • interacted over the phone and represented client  re:  SS4 applications and other compliance issues.
3

tax accountant

  • Preparation of tax returns for individuals, partnerships and companies.
  • Provide bookkeeping services with organised and electronically stored documents.
  • Strong attention to details and provide appropriate recommendations to clients to oblige with the law.
  • Answer phone with excellent phone manner.
4

tax accountant

  • Contact clients by mail or telephone to address discrepancies and to request supporting documentation.
  • Confer with clients or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with tax returns.
  • Review client’s accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Answer questions from clients and assist them in completing tax forms.
5

tax accountant

  • Consults with business owners to clarify circumstances and objectives in order to create customized proactive tax planning strategies and reduce clients’ tax liability going forward. Subsequently prepares business, personal, gift, estate, and nonprofit tax returns.
  • Consults with business owners to clarify new entity structure, multi entity structures, asset protection strategies, budgets and forecasts, key performance indicators, structure of capital formations, employee benefits, operating improvements, and more.
  • Rocky Mountain Wealth Architects used to be a Registered Investment Advisory firm before Integrum Wealth Management was formed.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of typical returns