Tax Technician Cover Letter

In response to your job posting for tax technician, I am including this letter and my resume for your review.

In my previous role, I was responsible for high level personal income tax and estate tax compliance services as well as estate planning advisory services.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Manage multiple ongoing projects while working with a cross-functional SR&ED teams
• Plan, organize and execute engagements on time and on budget, with an attention to detail and preparation of files without mistakes
• Correspond with clients and government agencies to address client tax compliance issues
• Detail oriented, with excellent verbal/written communication and organizational skills
• Work closely with management to develop and maintain a very organized and structured environment (data / documents compilation)
• Organize and ensure the follow-up of files
• Set up files for new clients
• Ensure that client information is kept confidential

I am excited to be applying for the position of tax technician. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for sampling review of VAT Tax Returns and report results to GSC Tax Team and Indirect Tax Team.

My experience is an excellent fit for the list of requirements in this job:

• Proficient technical skills with both Canadian and U.S. tax preparation
• Strong attention to detail and accuracy in data-entry and analysis
• Excellent time management skills and experience with managing and meeting varying deadlines.leigh-anne.finch@cbrockies.com
• Detailed oriented, organized, problem solver, and team player with excellent communication and customer service skills
• Proficient in Excel spreadsheet design creation with data comparisons
• Participate in U.S. corporate & personal tax engagements involving advice on tax planning opportunities, tax minimization strategies and compliance issues
• Prepare U.S. corporate & personal tax returns
• Prepare domestic/international federal and multi-state personal/corporate/partnership information returns

In response to your job posting for tax technician, I am including this letter and my resume for your review.

Previously, I was responsible for guidance to IBM’s Accounting-function on tax adjustments (permanent/timing), review tax calculations for US-deferred taxes according to FAS109 and review tax account reconciliations.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Prepare correspondence to tax authorities, external and internal clients
• Draft concise emails (summary of meetings)
• Show initiative and work independently with minimal supervision
• Develop and apply knowledge of the Canadian Excise Tax Act and related legislation
• Set up files for new clients and newly incorporated businesses – registration of sales tax accounts with various government entities
• Compute taxes owed and prepare working papers in completing sales tax returns (GST/HST, PST, QST) for various types of entities
• Reviewing election requirements and preparation of prescribed forms under supervision of managers/ Partners
• Review legal documents such as articles of incorporation, purchase agreements and amalgamation agreements and advise engagement managers/partners appropriately

In response to your job posting for tax technician, I am including this letter and my resume for your review.

In the previous role, I was responsible for tax research to assist with IRS audits, tax notice response, trust returns, gift and estate returns.

Please consider my qualifications and experience:

• Prepare correspondence, technical reports, client summaries and presentations outlining findings, facts and highlights resulting from the client engagement for managers/partners’ review
• Experience with Microsoft Excel, Word, and PowerPoint and strong computer skills overall
• Maintain high quality control by preparing tax returns and working papers
• Recently been convocated as a Canadian CPA (an asset)
• Currently working through their U.S. CPA program as a student (an asset)
• U.S. CPA or Enrolled Agent designation/status (preferred)
• Previous experience in accounting and a minimum fundamental knowledge of all aspects of U.S. tax preparation
• A working knowledge of Caseware Working Papers (an asset)

I submit this application to express my sincere interest in the tax technician position.

Previously, I was responsible for tax technical consultation to internal and external clients on fiduciary, estate and gift tax matters.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Correspond with team members and clients in response to specific personal & corporate tax queries
• Strong verbal and written communication skills, excellent work ethic and interpersonal skills
• Experience with Excel, Word, Outlook, Quickbooks, and paperless software (OneSource, Avalara)
• Good foundational knowledge of federal and provincial corporate taxation
• Advanced skills in Microsoft Excel and strong data analysis skills
• Proficiency with SAP and Taxprep software an asset
• Experience with Microsoft Excel, Word, PowerPoint, and Access with strong computer skills overall Excellent administrative and organizational skills
• Experience with Excel, Word, Outlook, Adobe PDF documents, and similar software