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tax specialist: Resume Samples & Writing Guide
Employment history
Chief Tax Specialist, Morgan Stanley New York, New York
June 2020 – Present
- Identify and implement tax planning strategies
- Review financial records to ensure accuracy of tax filings
- Assist with audits and other tax-related investigations
Tax Specialist, Bank of America Charlotte, North Carolina
December 2019 – May 2020
- Prepare and submit tax payments
- Prepare reports on tax compliance
- Identify and implement tax planning strategies
Entry Level Tax Specialist, TD Bank Cherry Hill, New Jersey
December 2018 – November 2019
- Prepare and submit tax payments
- Analyze financial data to identify potential tax savings
- Assist with audits and other tax-related investigations
Education
Wharton School, Philadelphia, Pennsylvania
Chartered Financial Consultant, October, 2018
Skills
Data Analysis
Social Media
Financial Management
Customer Service
Database Management
Cash Flow Analysis
Accounting
Tax Accounting
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Employment history
Chief Tax Specialist, U.S. Bancorp Minneapolis, Minnesota
December 2020 – Present
- Respond to inquiries from the IRS and other tax authorities
- Assist with audits and other tax-related investigations
- Prepare and submit tax payments
Associate Tax Specialist, U.S. Bancorp Minneapolis, Minnesota
July 2019 – November 2020
- Prepare and file tax returns for individuals and businesses
- Develop and maintain relationships with clients
- Review financial records to ensure accuracy of tax filings
Entry Level Tax Specialist, Citigroup New York, New York
December 2018 – June 2019
- Research and analyze tax regulations and legislation
- Train and mentor junior tax specialists
- Review financial records to ensure accuracy of tax filings
Education
MIT Sloan School of Management, Cambridge, Massachusetts
Chartered Financial Analyst, October, 2018
Skills
Public Speaking
Teamwork
Flexibility
Reliability
Financial Planning
Tax Research
Regulatory Compliance
Business Acumen
Professional Summary
A highly-skilled Tax Specialist with extensive experience in the Financial Services field. Possesses a comprehensive understanding of Federal and State tax regulations, as well as a proven track record of accurate and timely tax filings.
Employment history
Senior Tax Specialist, JP Morgan Chase New York, New York
February 2013 – Present
- Analyze financial data to identify potential tax savings
- Monitor changes in tax laws and regulations
- Prepare and submit tax payments
Tax Specialist, Wells Fargo San Francisco, California
February 2012 – January 2013
- Assist with audits and other tax-related investigations
- Research and analyze tax regulations and legislation
- Monitor changes in tax laws and regulations
Junior Tax Specialist, TD Bank Cherry Hill, New Jersey
August 2010 – January 2012
- Develop and maintain relationships with clients
- Assist with audits and other tax-related investigations
- Research and analyze tax regulations and legislation
Education
Wharton School, Philadelphia, Pennsylvania
Master of Arts in Business Law, July, 2010
Wharton School, Philadelphia, Pennsylvania
Bachelor of Arts in Accounting, July, 2006
Skills
Collaboration
Negotiation
Reporting
Social Media
Financial Planning
Tax Research
Business Acumen
Cash Flow Analysis
Professional Summary
Tax Specialist with extensive experience in financial services, providing comprehensive tax solutions to clients. Proven track record of successfully meeting client needs and staying up to date on the latest tax regulations.
Employment history
Lead Tax Specialist, Wells Fargo San Francisco, California
May 2014 – Present
- Prepare reports on tax compliance
- Assist with audits and other tax-related investigations
- Develop and maintain relationships with clients
Associate Tax Specialist, TD Bank Cherry Hill, New Jersey
December 2012 – April 2014
- Keep up to date with the latest tax regulations
- Prepare reports on tax compliance
- Prepare and submit tax payments
Junior Tax Specialist, TD Bank Cherry Hill, New Jersey
December 2011 – November 2012
- Prepare and file tax returns for individuals and businesses
- Develop and maintain relationships with clients
- Review financial records to ensure accuracy of tax filings
Education
Harvard University, Cambridge, Massachusetts
Doctor of Philosophy in Economics, October, 2011
Harvard University, Cambridge, Massachusetts
Bachelor of Arts in Business Administration, October, 2007
Skills
Relationship Management.
Negotiation
Financial Management
Data Analysis
Risk Management
Tax Accounting
Tax Law
Financial Reporting
Professional Summary
Highly experienced Tax Specialist with extensive knowledge of financial services, adept at providing accurate and timely tax advice to clients. Proven track record of successfully managing complex tax cases and delivering positive outcomes.
Employment history
Senior Tax Specialist, Morgan Stanley New York, New York
March 2012 – Present
- Prepare and file tax returns for individuals and businesses
- Keep up to date with the latest tax regulations
- Review financial records to ensure accuracy of tax filings
Tax Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
March 2011 – February 2012
- Prepare and file tax returns for individuals and businesses
- Assist with audits and other tax-related investigations
- Review financial records to ensure accuracy of tax filings
Junior Tax Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
October 2009 – February 2011
- Research and analyze tax regulations and legislation
- Train and mentor junior tax specialists
- Develop and maintain relationships with clients
Education
Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Finance, August, 2009
Skills
Presentation
Project Management
Social Media
Networking
Financial Forecasting
Tax Accounting
Database Management
Business Acumen
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tax specialist Job Descriptions; Explained
If you're applying for an tax specialist 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.
1
tax specialist
- Inform clients of new products
- Conduct cold calls
- Input clients tax information on to the appropriate tax forms
- Advice clients of new tax tips to help them save money
- Take clients payments and enter them into the system
- Run reports
- Stay up-to-date on the latest tax information by doing CE hours
2
tax specialist
- Development of improvements in the withholding and deduction processes of the IGV, reducing the risk of the penalties for the infractions generated from maintaining the previous process.
- Implementation of tax characteristics in the supporting documentation of the expenses incurred by theBilling and Advertising areas, reducing the risk of the penalties for the infractions to be generated if theprevious process is maintained.
- Preparation of the annual Income Tax settlement of the Exercises 2007 through 2011, reviewing and supporting the tax limits indicated in the Income Tax Law.
- Attention to SUNAT auditors in the audit processes carried out by this entity, supporting the requirements and preparing the respective defense reports, achieving a reduction of more than 70% of the observations made by the Tax Administration.
- Implementation of the full International Financial Reporting Standards (full IFRS) in accordance with the regulations of the SMV.
- Determination of Deferred Income Tax applying IAS 12.
- Implementation of Manual of Accounting Policies applying full IFRS.
3
tax specialist
- Tax preparation specializing in personal and small business taxes.
- Maintain client confidentiality and information.
- Personnel in charge: 17 members.
- • Personnel in charge: 1 practitioner.
4
tax specialist
- Advise clients on the tax preparation process.
- Prepare and file tax documents.
- Take income calls from clients to answer tax questions.
- Ensure the confidentiality of each client by following all company procedures.
- Attend to the needs of clients to inspire them to refer the service and come back the following year.
- IRS audit support
- Face to face interviews
5
tax specialist
- Works with public to ensure best customer service possible
- Assist customers in obtaining Vehicle Registration Renewals, Title Transfers, Specialty Plates, Disability Placards, and other miscellaneous vehicle tax needs.
- 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
- Preparation of Compensation data and business travel expenses.
tax specialist Job Skills
For an tax specialist 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."
- Data Analysis
- Financial Management
- Accounting
- Database Management
- Business Acumen
- Tax Law
- Risk Management
- Auditing
- Investment Analysis
- Financial Modeling
- Financial Reporting
- Financial Planning
- Tax Preparation
- Regulatory Compliance
- Tax Accounting
- Tax Research
- Excel
- Financial Forecasting
- Cash Flow Analysis
- Bookkeeping.
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 specialist 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.
Neil Patterson
889 Meadowview Avenue, Grosse Pointe Farms, MI 48236Employment history
Chief Tax Specialist, Citigroup New York, New York
August 2022 – Present
- Advise clients on tax planning and compliance
- Research and analyze tax regulations and legislation
- Train and mentor junior tax specialists
Associate Tax Specialist, Morgan Stanley New York, New York
February 2022 – July 2022
- Assist with audits and other tax-related investigations
- Advise clients on tax planning and compliance
- Keep up to date with the latest tax regulations
Jr. Tax Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
August 2020 – January 2022
Education
Columbia University, New York City, New York
Certified Investment Management Analyst, June, 2020
Skills
Mentoring
Research
Stress Management
Public Speaking
Bookkeeping.
Financial Forecasting
Cash Flow Analysis
Data Analysis
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 specialist 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 Specialist, PNC Financial Services Group Pittsburgh, Pennsylvania
September 2022 – May 2022
- Prepair reportz on taxx complience.
- Prepear and submite taxx payements.
- Respond to enquireys from the IRS and other tax athorities.
Tax Specialist, Morgan Stanley New York, New York
March 2021 – August 2022
- Prepear reportes on taxx complience.
- Prepear and submitt taxx paymentts.
- Advise clients on tax plannin and compliancee.
Junior Tax Specialist, U.S. Bancorp Minneapolis, Minnesota
October 2019 – February 2021
- Assist with audits n' other tax-related investigashuns.
- Prepair and submitt taxx paymentts.
- Advice clients on tax planing and complyance.
Education
Stanford University, Stanford, California
Master of Science in Economics, August, 2019
Stanford University, Stanford, California
Bachelor of Arts in Accounting, August, 2015
Skills
Business Acumen
Risk Management
Troubleshooting
Quality Assurance
Bookkeeping.
Excel
Tax Law
Financial Reporting
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 specialist Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an tax specialist 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 Specialist
JP Morgan Chase
New York, New York
JP Morgan Chase
New York, New York
Greetings JP Morgan Chase Recruitment Team
I am excited to apply for the Chief Tax Specialist position at JP Morgan Chase. As a highly skilled Tax Specialist with 5 years of experience in Financial Services, I am confident that I can contribute significantly to your organization.
As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Data Analysis and Social Media that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Financial Services to the role and contribute to your organization's success.
Thank you for considering my application for the Chief Tax Specialist position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.
Sincerely,
Bernie Clark
848-025-8568
[email protected]
Bernie Clark
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.