Tax Technician Resume Sample
Kaia Mitchell
20217 Oswaldo Cove,
Houston,
TX
+1 (555) 101 3017
Work Experience
Senior Fiduciary Tax Technician
01/2018
-
PRESENT
New York, NY
- Reasonable corporation tax compliance experience
- The ability to effectively manage multiple tasks, in large volume, in a fast paced environment with keen attention to clients’ needs
- Create and prepare spreadsheets
- Assist team in preparing client deliverables
- Assist in gathering information for tax returns
- Collaborate with the financial system’s team when changes are required to the tax module of the financial system
- Accounting knowledge and/or background
Tax Technician
05/2013
-
07/2017
Detroit, MI
- Bilingual in English and French (written)
- Knowledge of Taxprep and Caseware software would be considered an asset
- Strong team attitude with organizational skills and experience managing projects in fast-paced and dynamic environment
- Autonomy, curiosity and judgment
- Support global coordination among KPMG member firms with regard to member firms’ client engagement-specific policies and procedures
- Renewal and maintenance of store business licenses with the local jurisdictions
- Electronic filing of the monthly compliance reports for sales and use tax
- Reconciliation of data to audit work papers and general ledger
- Electronic documentation of historical data
Tax Technician, International Tax
05/2010
-
01/2013
Boston, MA
- Bilingualism French/English (spoken and written) - Spanish, an asset
- Autonomy, reliability, good organizational skills and team spirit
- Data collection, analysis, and reporting related to client billing, accruals, budgets, receivables, and other reporting requirements
- Coordinating data collection and reporting with multiple services lines and affiliated member firms
- Managing engagement economics
- Processing engagement letters, statement of works, and member firm agreements, including creating opportunities, KPET, and coordination with risk management
- Processing client remittances and payments to affiliated member firms
- Work collaboratively with all team members providing a high level of administrative support
- Create spreadsheets and power point presentations
Education
Central Washington University (CWU-Des Moines)
2005 - 2009
Bachelor's Degree in Accounting
Professional Skills
- Experience with Microsoft Excel, Word, PowerPoint, and strong computer skills overall
- Excellent interpersonal, analytical research, and tax management skills
- Strong knowledge of MS Office, including Excel and Word
- A dedicated team player, possessing a strong work ethic who is results-driven
- Experience in preparing Personal Tax returns
- Experience with preparation of US corporate income tax returns and knowledge of ONESOURCE and SAP an asset
- Fiduciary tax preparation and research experience
How to write Tax Technician Resume
Tax Technician role is responsible for microsoft, tax, basic, trust, software, programming, insurance, research, reporting, training.
To write great resume for tax technician job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Technician Resume
The section contact information is important in your tax technician resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Tax Technician Resume
The section work experience is an essential part of your tax technician resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous tax technician responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax technician position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Technician resume experience can include:
- Charitable tax preparation and research experience
- Investigating specific tax accounts assigned, and identifying and resolving any issues
- Preparing personal, corporate, partnership and trust income tax returns and associated information returns
- Assisting in the preparation of income tax elections
- Correctly code trust accounts during account opening for GST tax purposes
- Analyze time detail and prepare client billing
Education on a Tax Technician Resume
Make sure to make education a priority on your tax technician resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax technician experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Tax Technician Resume
When listing skills on your tax technician resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical tax technician skills:
- Tax preparation and research experience
- Manages an account load requiring preparation, review of transactions, review of trust documents and processing of forms 1041, 1099 B, INT, MISC, R and 5498
- Interact with internal partners and external agencies regarding any tax related matters
- Coordinate with tax attorneys and relationship management partners regarding setup of new charitable trusts for tax preparation
- The position number, job control number and hiring unit contact in the job title line of the STD. 678
- The position number, job control number and hiring unit contact in the job title line of the STD 678/resume
List of Typical Skills For a Tax Technician Resume
1
Skills For Senior Fiduciary Tax Technician Resume
- Prepares the proper returns that are required for reporting a taxable termination or taxable distribution
- Researches and prepares tax products in compliance with tax laws
- Review transactions to prepare fiduciary quarterly estimates
- Interacts with internal/external sources including attorneys, auditors, accountants, federal, and state tax authorities, clients, banks, insurance companies, and partners on taxation issues
- Keeps abreast of tax laws and regulations
- Be adaptable, to multi-task and think analytically
- Research, audit, prepare and file all assigned tax returns by the mandated IRS deadlines
2
Skills For Tax Technician, Franchise Tax Board Resume
- Calculate and prepare quarterly estimates for applicable charitable trusts
- Remain cognizant of any new tax law changes and regulations
- Independently manage multiple projects and tasks simultaneously
- "To" and "from" dates (month/day/year) and hours per week for all employment history listed on the STD. 678/resume
- An interest in streamlining and automating processes would be beneficial but not necessary along with strong VBA programming skills, advanced Microsoft Office skills, specifically Excel VBA, Power Pivot, Power BI, Basic SQL, SSRS/SSIS and dashboarding skills
3
Skills For Tax Technician, International Tax Resume
- Knowledge in the area of estate tax and fiduciary income tax, trust or estate settlement is desired
- Multi-task, work both independently and collaboratively, to problem solve in a results driven team oriented environment
- Prior experience working with BNA 706 Preparer and OneSource Trust Tax is desirable, but not required. Excellent computer skills, including Microsoft Outlook and Microsoft Office Suite are required
- Assist in resolving transfer tax issues related to the accounts coded for GST purposes
- Answer questions and respond to inquiries from trust administrators about an account’s GST code
4
Skills For Temporary Tax Technician Resume
- Coordinates Northern’s payment of GST tax when due
- Ideally ATT Qualified but not essential
- Help to ensure that all risk management standards are met
- Support global coordination among KPMG member firms with regard to member firms' client engagement-specific policies and procedures
- Working with clients, under the supervision of tax managers and partners, to obtain the necessary information to assess the accuracy and appropriateness of the records
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