Tax Associate

Writing a great tax associate resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own tax associate resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the tax associate job you're after.

Resume samples

Manola Betlejewski

manola.betlejewski@gmail.com | (630) 358-7991 | San Francisco, CA

Summary


I have over 4 years of experience as a Tax Associate. I have worked with clients to prepare and file their taxes, as well as advise them on tax-related matters. I am knowledgeable in both federal and state taxation laws, and I have a strong understanding of accounting principles. I am able to work independently and handle multiple projects simultaneously.

Experience


Tax Associate at Ernst & Young, CAMar 2022 - Present

  • Negotiated a $10,000 tax settlement with the IRS on behalf of a client.
  • Successfully prepared and filed over 100 individual tax returns.
  • Identified $5,000 in potential deductions for a small business owner.
  • Prepared complex corporate tax returns for businesses with revenues exceeding $20 million.
  • Represented clients at audits conducted by the IRS and state taxing authorities.

Tax Associate I at KPMG, CAJul 2018 - Mar 2022

  • Successfully completed tax returns for 100 individual taxpayers.
  • Conducted interviews with clients to collect information and ensure all necessary documentation was gathered in order to prepare accurate tax returns.
  • Identified potential deductions and credits by researching tax law and applying knowledge to client circumstances.
  • Analyzed financial records such as income statements and documentation of expenditures in order to determine form preparation requirements.
  • Explained the impact of various types of taxes, including federal, state, local, property, sales, excise/fuel, estate/inheritance on individuals or businesses.
  • Prepared reports detailing findings from audits which were used by senior management make strategic decisions regarding business operations.

Education


Bachelor of Science in Accounting at University of California, BerkeleyAug 2014 - May 2018

I have learned excellent written and oral communication skills, problem solving skills, and critical thinking skills while studying Bachelor of Science in Accounting.

Skills


  • Tax laws and regulations
  • Tax research
  • Tax return preparation
  • Accounting principles
  • Financial analysis
  • Microsoft Office suite

Makayleigh Marrotte

makayleigh.marrotte@gmail.com | (170) 462-4219 | Albuquerque, NM

Summary


Over 4 years of experience as a Tax Associate. I have gained an in-depth understanding of tax laws and regulations and have applied this knowledge to my clients' individual needs. My analytical skills allow me to quickly identify opportunities and potential problems, while my interpersonal skills enable me to effectively communicate with clients and colleagues. I am highly organized and detail-oriented, which allows me to work efficiently under pressure.

Experience


Tax Associate at Ernst & Young LLP, NMMay 2022 - Present

  • Successfully filed 100 tax returns in a season with 0 errors.
  • Identified $10,000 in potential deductions for a client.
  • Successfully advocated for a client to receive a tax refund of $5,000.
  • Prepared and submitted 150 quarterly estimated tax payments without error.
  • Trained 2 new Tax Associates on the company software.

Tax Associate I at KPMG LLP, NMJul 2018 - Apr 2022

  • Successfully completed tax returns for 100 individual clients with an average refund of $2000.
  • Successfully completed tax returns for 50 business clients with an average refund of $5000.
  • Identified errors in previous year's tax return filings for 10 clients which resulted in increased refunds of on average $1000 per client.
  • Assisted senior staff in identifying potential areas of non-compliance for 5 corporate audits, saving the company an estimated total of $100,000.
  • Conducted research on new legislation affecting taxation and prepared summary reports detailing findings for review by senior staff.

Education


Bachelor of Science in Accounting at University of New MexicoSep 2014 - May 2018

I've learned how to analyze financial statements, how to use accounting software, and how to communicate with clients.

Skills


  • Tax law
  • Tax accounting
  • Research skills
  • Microsoft Office Suite
  • Communication skills
  • Organizational skills
  • Time management