5 Amazing tax associate Resume Examples (Updated 2023) + Skills & Job Descriptions

tax associate

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tax associate: Resume Samples & Writing Guide

Employment history

Lead Tax Associate, Deloitte New York, New York

May 2014 – Present

Assist in responding to IRS and other tax authority inquiries
Keep up to date with changes in tax legislation and regulations
Prepare tax returns for individuals and businesses

Associate Tax Associate, McGladrey Minneapolis, Minnesota

November 2013 – April 2014

Provide tax planning advice to clients
Prepare and review tax compliance documents
Assist in the preparation of financial statements

Entry Level Tax Associate, Crowe Horwath Indianapolis, Indiana

April 2013 – October 2013

Identify potential tax credits and deductions
Prepare tax projections and estimates
Prepare and review tax computations

Education

University of Southern California, Los Angeles, California

Certified Management Accountant (CMA), February, 2013

Skills

Presentation

Stress Management

Problem Solving

Adaptability

Cash Flow Analysis

Tax Preparation

Financial Analysis

Bookkeeping

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Employment history

Jr. Tax Associate, Grant Thornton Chicago, Illinois

May 2022 – February 2023

Assist in the preparation of quarterly and year-end tax provisions
Develop tax strategies to minimize clients' tax liabilities
Assist in responding to IRS and other tax authority inquiries

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Bachelor of Arts in Business Economics (Accounting), March, 2022

Skills

Teamwork

Supervisory

Communication

Professionalism

Financial Forecasting

Bookkeeping

Data Entry

Payroll

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Employment history

Jr. Tax Associate, Deloitte New York, New York

October 2021 – July 2022

Develop tax strategies to minimize clients' tax liabilities
Assist in the preparation of financial statements
Research tax regulations and analyze their implications

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Certified Fraud Examiner (CFE), August, 2021

Skills

Computer Literacy

Adaptability

Written Communication

Professionalism

Cash Flow Analysis

Budgeting

Payroll

Sarbanes-Oxley Compliance

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Professional Summary

A highly motivated Tax Associate with an accounting and auditing background, adept at providing sound financial advice and delivering accurate financial statements. Committed to staying up-to-date on the latest tax regulations and working collaboratively with clients to ensure compliance.

Employment history

Senior Tax Associate, McGladrey Minneapolis, Minnesota

October 2014 – Present

Develop tax strategies to minimize clients' tax liabilities
Prepare and review tax compliance documents
Prepare tax projections and estimates

Tax Associate, Plante Moran Southfield, Michigan

May 2013 – October 2014

Provide tax planning advice to clients
Prepare tax projections and estimates
Keep up to date with changes in tax legislation and regulations

Junior Tax Associate, McGladrey Minneapolis, Minnesota

December 2011 – April 2013

Monitor changes in tax laws and regulations
Identify potential tax credits and deductions
Prepare and review tax computations

Education

Indiana University, Bloomington, Indiana

Master of Arts in Finance (Accounting), October, 2011

Indiana University, Bloomington, Indiana

Bachelor of Science in Accounting, October, 2007

Skills

Business Acumen

Data Analysis

Strategic Thinking

Adaptability

Cost Accounting

Accounts Payable/Receivable

Financial Forecasting

Auditing

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Employment history

Senior Tax Associate, KPMG New York, New York

July 2019 – Present

Assist in the preparation of quarterly and year-end tax provisions
Prepare tax returns for individuals and businesses
Prepare and review tax computations

Associate Tax Associate, PwC New York, New York

January 2019 – June 2019

Prepare tax returns for individuals and businesses
Assist in responding to IRS and other tax authority inquiries
Research tax regulations and analyze their implications

Entry Level Tax Associate, Ernst & Young New York, New York

June 2018 – December 2018

Keep up to date with changes in tax legislation and regulations
Identify potential tax credits and deductions
Monitor changes in tax laws and regulations

Education

University of Illinois at Urbana, Champaign, Illinois

Chartered Global Management Accountant (CGMA), April, 2018

Skills

Organization

Written Communication

Time Management

Self-Motivation

Sarbanes-Oxley Compliance

Auditing

Data Entry

Cash Flow Analysis

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tax associate Job Descriptions; Explained

If you're applying for an tax associate position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

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.

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tax associate Job Skills

For an tax associate position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Accounts Payable/Receivable
Tax Preparation
Tax Planning
Bookkeeping
Financial Analysis
Financial Forecasting
Cash Flow Analysis
Sarbanes-Oxley Compliance
Auditing
Internal Controls
Payroll
QuickBooks
Excel
Financial Modeling
GAAP
Financial Statements
Cost Accounting
Budgeting
Data Entry
Reconciliation
Tax Law

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your tax associate Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Senior Tax Associate, Plante Moran Southfield, Michigan

September 2017 – Present

Identify potential tax credits and deductions
Prepare and review tax compliance documents
Research tax regulations and analyze their implications

Tax Associate, Ernst & Young New York, New York

September 2016 – August 2017

Assist in responding to IRS and other tax authority inquiries
Keep up to date with changes in tax legislation and regulations
Prepare tax projections and estimates

Junior Tax Associate, Ernst & Young New York, New York

March 2016 – August 2016

Education

Boston College, Boston, Massachusetts

Certified Fraud Examiner (CFE), January, 2016

Skills

Negotiation

Self-Motivation

Reliability

Business Acumen

Data Entry

GAAP

Financial Statements

Auditing

Include your Contact Information and Job Descriptions

Missing job descriptions lessens your chances of getting hired.

Key Insights

Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
Keep job descriptions short but don't just list your jobs.
Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your tax associate Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Chief Tax Associate, PwC New York, New York

January 2017 – May 2022

Prepear and reveiw tax comlience documentss.
Preapre tax projections and estmates.
Assist in the preperation off finacial statments.

Tax Associate, Crowe Horwath Indianapolis, Indiana

August 2015 – December 2016

Reserch tax regulatiosn and anaylze their implicatiosns.
Prepair tax projections n' estimations.
Prepear and reviwe tax computashuns.

Entry Level Tax Associate, Ernst & Young New York, New York

August 2014 – July 2015

Keepe up too date wit changes in taxx legislationn andd regulattionss.
Prepair and revieuw tax comliance documentss.
Mointor changs in tax laws and regulaitons.

Education

University of Illinois at Urbana, Champaign, Illinois

Certified Information Systems Auditor (CISA), June, 2014

Skills

Adaptability

Innovation

Reliability

Supervisory

Data Entry

Accounts Payable/Receivable

Tax Preparation

Cash Flow Analysis

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history.

Key Insights

When explaining gaps in your employment section, start by being honest.
Elaborate on the gap and show that you never stopped learning.
Explain and elaborate any gap in your work history by highlighting new skills.

tax associate Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an tax associate position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Chief Tax Associate
PwC
New York, New York

Dear Hiring Committee

As a Tax Associate with a proven track record of success in Accounting & Auditing, I am excited to apply for the Chief Tax Associate position at PwC. I believe that my skills and expertise would make a valuable contribution to your team.

Throughout my life, I have pursued my passion for Risk Management and sought out opportunities to learn and grow. My experience in Accounting & Auditing has given me valuable skills such as Presentation and Stress Management that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Tax Associate to the position and work with a team of like-minded individuals to achieve our common goals.

Thank you for considering my application for the Chief Tax Associate role. I am very passionate about this field and possess a deep understanding of the industry so, I am thrilled about the opportunity to contribute to your organization's success.

Kind regards,
Jeff Moore
869-223-5344
[email protected]

Jeff Moore

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