Tax Associate Resume Examples

tax associate

  • Prepared of Tax Return and paperworks for Individual, Limited Liability Partnership and Small to Medium size Companies
  • Responsible in doing Tax Planning for clients
  • Help clients on preparation of estimation of tax installments (CP204)
  • Dealing with LHDN on behalf of clients on any Income tax matters (i.e; Waiver of penalty, Tax Installment payment, Tax Clearance, Income tax Audit)
  • Interviewed clients to obtain information on income, expenses and allowances
  • Consult clients on Tax Incentive and Allowance
  • Help clients in preparation of appropriate Form (i.e: Reinvestment allowance, Increase Export Allowance)

tax associate

  • Maintain knowledge on the current changes in the Tax Code and properly evaluate the impact of the same on the client
  • Communicate with clients by mail or telephone to address relevant matters and to request supporting document/information
  • Review various tax returns [e.g., expanded withholding tax (EWT)] and supporting computations to determine the nature and extent of procedures needed to perform
  • Prepare or assist in preparing various tax returns for different corporations

senior tax associate

  • Deals with Multi state Tax filing & Review (Transaction Tax Compliance Services). 
  • Any Notices & Voicemails which received from State Jurisdiction. reviewed the Voicemails & Notices and update to concerned preparer in US. 
  • Give training to new Joins & clarify doubts of the team for states filing. 
  • Created a Tool for Process Improvement using excel, which helps the new individuals to understand the filing procedure and learn it quickly. 
  • Help in reducing the training period from 90 days o 45 days. 

tax associate

  • Prepare Federal and State Tax Returns using various software including GoSystems, OneSource, CorpTax, and internal KPMG Softwares.
  • Prepare and update client workpapers. 
  • Review Returns prepared by KGS – India.
  • Available to assist the team in any way that benefits the project and helps KPMG achieve it’s client service goals.
  • Worked on three Tax projects so far; three, eleven, and twenty man teams.  

tax associate

  • Contribute in a practice (Family Office & Private Client Services) that offers clients solutions to address the tax compliance needs of individuals, corporations, partnerships, and other business entities.
  • Work on and lead multiple engagements in various business industries ensuring tax compliance with IRS and SEC rules, efficiency, and transparency.
  • Prepare or assist in preparing simple to complex tax returns for high net worth individuals.
  • Prepare and first level review of Federal 1120, 1120S tax returns including forms 5471, 5472 coordinating with various specialized teams across the firm to complete consolidated tax returns.
  • Prepare, analyse, and compute of state and local taxes (SALT) workbooks and returns.
  • Design simple and complex work-papers and work books to support the calculation presented on the tax forms.
  • Assist clients with fundamental tax planning and comprehend the client tax issue.

tax associate

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.  
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.  
  • Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.  
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.  
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.  
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.  
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.  

tax associate

  • Confer with clients by telephone or in person to provide information about products or services, schedule appointments, or obtain details of complaints.
  • Engage with clients, help them to feel welcomed and cared for, and provide service with a smile.
  • Alphabetize and file paperwork in a secure filing cabinet.
  • Managing eFBR portals for clients (Individuals & Companies)

tax associate

  • Prepare or assist in preparing simple to complex tax returns for individuals or business
  • Consult tax law handbooks or bulletins to determine procedures for preparation of typical returns.
  • Responsible for preparing of monthly and quarterly tax reports.
  • Experienced in using eBIR forms and eFPS.

tax associate

  • Maintain knowledge of taxation, and of accounting as well as financial information.
  • Review tax returns drafted by other juniors to  check and repair tax returns together reporting to Line-Manager.
  • Evolving to tax audit and VAT refund procedure.
  • Conducting the tax review services (including CIT, PIT, VAT, FCT and other requirements of clients.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. 
  • Conducting Tax Due Diligent service for M&A progress of huge clients (including recommendations for the issues stated in Tax Due Diligent reports).
  • Direct contact, collect information, dossiers and discussion between clients and authorities on tax debt reconciliation procedure for the purpose of bringing the best possible benefit to client as well as complying with current regulations.

tax associate/business license specialist

  • Prepared business license renewals including calculation of fee based on gross receipts.
  • Maintained monthly calendars to process renewals timely.
  • Prepared approximately 300 sales tax returns.
  • Maintained client month end calendar and reconciliation reports.
  • Proactively maintained notices to avoid and penalties.
  • Honored with an outstanding achievement award for volunteering to do online filings for the sales tax department, which has a different peak season.