Assistant, Tax Resume Samples

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CR
C Robel
Camille
Robel
9122 Adelia Hill
Phoenix
AZ
+1 (555) 815 8590
9122 Adelia Hill
Phoenix
AZ
Phone
p +1 (555) 815 8590
Experience Experience
Chicago, IL
Assistant Tax Controller
Chicago, IL
Ebert LLC
Chicago, IL
Assistant Tax Controller
  • Works with finance personnel to record tax consequences consistent with assumptions underlying tax planning and compliance initiatives
  • Proficient use of Microsoft Office (e.g., Excel, Word, PowerPoint), aptitude for using Oracle and other financial reporting systems
  • Responsible for assisting global tax controller in review of any tax account reconciliations for the tax function
  • Responsible for assisting global tax controller in coordination of local tax return filings
  • Monitors tax legislative, accounting and regulatory developments
  • Prepares periodic tax work papers, schedules and reports (e.g., quarterly ETR walks, unusual item reports, FAS109, FIN 48 etc.)
  • Works with tax and finance employees to forecast taxes for financial planning & analysis purposes and compare actual to forecasted quarterly/annual effective tax rates
Dallas, TX
Administrative Assistant, Tax
Dallas, TX
Hyatt Inc
Dallas, TX
Administrative Assistant, Tax
  • Analyse processes to identify areas for automation or improved workflow
  • Work with management on new hire orientation schedules and/or visitor itineraries
  • Use SAP system for purchase requisitions, service requisitions, maintenance work orders, monthly budget reports, tracking project expenses & billing, etc
  • Organize and book travel arrangements for the Directors and Senior Managers
  • Manage and organize electronic appointment calendar (Lotus Notes)
  • Take on assigned tasks from the Team Manager and Senior members of the team
  • Prepare expense reports for the Directors and Senior Managers
present
Philadelphia, PA
Executive Assistant, Tax Department
Philadelphia, PA
Rowe-Kessler
present
Philadelphia, PA
Executive Assistant, Tax Department
present
  • Provide high level of support to multiple partners/managers within the department
  • Create, edit and distribute weekly tax return status reports to partners/managers
  • Calendar management and meeting coordination for multiple partners/managers
  • Assistance in coordination of the department’s annual Busy Season Kickoff Meeting for the location
  • Back-up assistance for the Receptionist/Front Office Coordinator
  • Back-up assistance for the Tax Processor
  • Compile agenda, minutes and various reports for weekly tax department partner/manager meeting
Education Education
Bachelor’s Degree in Proficiency Using Relevant
Bachelor’s Degree in Proficiency Using Relevant
San Diego State University
Bachelor’s Degree in Proficiency Using Relevant
Skills Skills
  • Team player, strong interpersonal and communication skills
  • Positive, pro-active, energetic and professional
  • Logical thinking ability
  • Self starter with good problem solving skills
  • Strong communication skills – Verbal, Written and Interpersonal
  • Strong organizational and time management skills
  • Ability to work under pressure and to prioritise tasks
  • Good core IT skills – Adobe, Excel, MS Office, Word etc
  • The willingness to learn and be creative within the role
  • Standard office environment
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15 Assistant, Tax resume templates

1

Experienced Executive Assistant, Tax, Sydney Resume Examples & Samples

  • Have the ability to quickly understand the Partner’s key clients and stakeholders, and be able to build relationships with key client EAs in order to help facilitate the Partner’s goals, help secure time in client calendars, and to also help prioritise Partner time to priority stakeholders
  • Organise and manage comprehensive and complex diaries, arrange complex meetings, and organise extensive travel and accommodation
  • Prepare and revise documents including presentations, emails, agendas and papers for meetings
  • Understand and enjoy the ‘high pressure’ nature of the role, demonstrating an inherent ability to support and communicate with team members across different service lines, geographies/time zones, and cultures
  • Manage matters of a confidential nature
  • Work with the Asia Pac Tax Partners and the wider Tax team to deliver consistent high quality administration and support
  • Work collaboratively with the EA ESS Team
  • Ability to understand professional pressures and remain resilient under these circumstances
  • Good intuition and the ability to work independently, with minimal instruction with a sometimes virtual team
  • Good understanding of cultural differences, and the ability to build relationships with colleagues across APAC regions
  • Flexibility around timing and availability given the time zone requirements
  • Extensive experience with complex travel arrangements, itineraries, visas, APEC applications etc
  • Manage complex expense processing
  • Manage ad-hoc projects with minimal instruction and supervision
  • Experience in managing confidential and sensitive information using discretion and good judgement at all times
  • Exceptional time management and organisational skills
  • Excellent relationship building and networking skills to ensure solid communication with colleagues, clients, stakeholders and senior executives
  • Actively support the Firm’s vision and strategies including embracing and promoting change, and communicating and executing on challenging decisions
  • The ability to quickly adapt to change
  • Ability to work to tight deadlines, independently prioritising workloads, and taking the initiative to deliver
  • 3 things about us (that you probably didn't know)
  • Did you know that we were recognised as an Employer of Choice for Women for the 11th year in a row?
  • Did you know we have networking groups based around women, parents, LGBTI people and ethnicity?
  • Did you know that we were judged number 33 in the BRW’s Great Places to Work survey?
2

Administrative Assistant, Tax Resume Examples & Samples

  • Prepare memos, letters, presentations, excel tracking sheets, organizational charts while using MS Office (Word, Powerpoint, Visio, Excel)
  • Manage and organize electronic appointment calendar (Lotus Notes)
  • Coordinate, schedule and arrange meetings, book boardrooms, conferences
  • Minute taking during meetings
  • Receive and re-direct incoming phone calls and mail within the department as required
  • Organize and book travel arrangements for the Directors and Senior Managers
  • Prepare expense reports for the Directors and Senior Managers
  • Coordinate the administrative process for T1134's, Financial Statements, etc
  • Process invoices, organize payment of invoices, maintain spreadsheet of Tax Consultants fees paid through Sharepoint
  • Maintain filing system for Directors, Tax Library and Tax storage database
  • Typing, faxing, copying, scanning, courier and Registered mail preparation, other administrative duties as assigned
  • Post secondary education with 5 years work experience preferably in Finance or CPA firm
  • 3 to 5 years of administrative, clerical, and secretarial experience, an asset
  • Able to multi-task and respond to changing needs
  • Team player, strong interpersonal and communication skills
  • Positive, pro-active, energetic and professional
3

Administrative Assistant Tax Resume Examples & Samples

  • Serves as a point of contact for internal and external clients including: screening phone calls, ensuring client messages are communicated to the appropriate client service staff, and following up with clients, when appropriate
  • Processes tax returns, extensions, Master Service Agreements and addendums
  • Schedules appointments using Outlook
  • Formats and types a variety of correspondence
  • Screens, prioritizes, and distributes mail
  • Reviews calendars and anticipates logistical opportunities or needs to assist
  • Assists with time and expense reports
  • Tracks monthly billing deadlines
  • Collects information and completes New Client Acceptance forms and obtains approvals
  • High School Diploma/GED required; Bachelor's degree preferred
  • Minimum of 3 years of experience in an administrative role required
  • Capability to work in a fast paced, deadline driven environment and under pressure
  • Advanced skills with Microsoft Office
  • Experience in accounting procedures preferred
  • Flexibility with overtime to meet deadlines
4

Executive Assistant, Tax, Sydney Resume Examples & Samples

  • Organising and managing comprehensive diaries, arranging complex meetings, travel and accommodation
  • Screening emails, responding and/or actioning as required
  • Preparing expense claims and timesheets on a weekly basis
  • Screening phone calls and messages, and follow-up actions, referring to the relevant team member when appropriate
  • Preparing and revising documents including presentations, emails, reports, agendas and papers
  • Coordinating client events internal and external, as required, both within Australia and across Asia Pacific
5

Assistant Tax Controller Resume Examples & Samples

  • Identifies opportunities for maximizing cash flow and minimizing financial statement tax expense while maintaining highest standards of compliance and integrity
  • Monitors tax legislative, accounting and regulatory developments
  • Develops strong relationships with business personnel to implement approved tax opportunities and other key business initiatives consistent with unit's tax compliance policies and procedures
  • Advises global tax controller and counsels about contemplated tax return positions, and supports defence and settlement of audited tax return positions
  • Works with finance personnel to record tax consequences consistent with assumptions underlying tax planning and compliance initiatives
  • Works with tax and finance employees to forecast taxes for financial planning & analysis purposes and compare actual to forecasted quarterly/annual effective tax rates
  • Prepares periodic tax work papers, schedules and reports (e.g., quarterly ETR walks, unusual item reports, FAS109, FIN 48 etc.)
  • Manages external tax consultants
  • Responsible for assisting global tax controller in coordination of local tax return filings
  • Responsible for assisting global tax controller in review of any tax account reconciliations for the tax function
  • Strong academic credentials from accredited institution of higher learning with undergraduate or post-graduate degree and significant academic focus on accounting and taxation or equivalent knowledge
  • Proven years’ experience working as an accounting/tax professional in public accounting or multinational with international experience
  • Self-motivated and able to manage cross-functional teams
  • Excellent interpersonal and organizational skills, positive attitude, good analytical skills and ability to work within a matrix organization
  • Good tax accounting and project management skills
  • Proficient use of Microsoft Office (e.g., Excel, Word, PowerPoint), aptitude for using Oracle and other financial reporting systems
  • Financial service industry experience a plus
6

Administrative Assistant, Tax Resume Examples & Samples

  • Take on assigned tasks from the Team Manager and Senior members of the team
  • Process, scan, record, distribute and file large volumes of documentation received by the team on a daily basis
  • Escalate issues as appropriate in a timely manner
  • Work closely with the relevant contacts within the scope of the process, to provide the best possible service, responding to queries and escalating as appropriate
  • Be aware of all service level agreements in place
  • Continuously support the team to meet and exceed the expectations and requirements of all clients
  • Demonstrate a strong willingness to assist others when required, building effective relationships with members of the team and other teams as well
  • Analyse processes to identify areas for automation or improved workflow
  • Other ad hoc queries as requested by the team leader/manager
  • Self starter with good problem solving skills
  • Strong communication skills – Verbal, Written and Interpersonal
  • Good core IT skills – Adobe, Excel, MS Office, Word etc
  • Ability to work under pressure and to prioritise tasks
  • The willingness to learn and be creative within the role
  • Logical thinking ability
7

Deloitte, Executive Assistant, Tax, Edinburgh Resume Examples & Samples

  • Organising events and managing budgets accordingly including client entertainment, staff and Partner away days, Deloitte sponsored events and social committee proceedings
  • Organising and setting up facilities for meetings, video and telephone conference calls both internally and externally
  • General administration - photocopying, binding, scanning documents, printing requests, courier requests, filing
8

Executive Assistant, Tax Department Resume Examples & Samples

  • Provide high level of support to multiple partners/managers within the department
  • Telephone screening
  • Travel Arrangements – domestic and international
  • Prepare and submit expense reports for multiple partners and/or managers as assigned
  • Scanning client documents into the electronic fileroom (Laserfiche) in accordance with the department’s workpaper index
  • Edit and track engagement letters for new and existing Tax clients
  • Complete client set up forms for new Tax clients/engagements
  • Maintain various spreadsheets/department reports/schedules
  • Mail merge various client communications as requested throughout the year
  • Maintain continuing education records for the department’s professional staff
  • Assemble, file, scan and track all tax returns, estimates and extensions
  • Receive EFile authorization forms from clients and transmit returns/extensions electronically
  • Create, edit and distribute weekly tax return status reports to partners/managers
  • General administrative word processing, filing, scanning
  • Back-up assistance for the Receptionist/Front Office Coordinator
  • Ability to manage multiple priorities and work towards deadlines
  • Ability to work well with all levels of internal management and staff, as well as clients and vendors
  • Experience with general office support, scanning, photocopying and receptionist coverage
  • Advanced level skills in Microsoft Word and Outlook
9

Assistant Tax Manager, Financial Services Resume Examples & Samples

  • Assisting in the provision of tax input into Finance transformations
  • Inputting into projects to support clients' tax operating models and building continuous improvement programmes
  • Supporting Senior Managers and Managers to implement tax governance structures across a client's business
  • Assisting with outsourced internal audits of tax functions
  • Assisting in designing and implementing tax process and controls
  • Researching tax technology solutions and providing implementation support
  • Supporting on the operational aspects of Country by Country reporting
10

Deloitte, Executive Assistant, Tax, Leeds Resume Examples & Samples

  • Extensive diary management to ensure that opportunities, geography and business priorities are maximised, reorganising appointments as required
  • Copy typing and production of quality reports and proposal documents involving formatting, creating graphs and diagrams from scratch while adhering to brand
  • Distribution of post to allocated Partner/Managers, actioning, if required, in their absence
  • Booking all travel and accommodation in accordance with the internal travel policy
  • Iron Mountain archive requests/returns
  • Previous experience of working as a Secretary or PA
  • Strong organisational skills are required to ensure the effective support of the Partners, , particularly around diary management
  • Competent written skills are required when drafting replies to enquiries, compiling reports, general correspondence and emails on behalf of the Partner
  • Excellent verbal communication skills are required when liaising with senior management and clients. The jobholder must always be diplomatic and will often be required to be persuasive in challenging circumstances
  • High degree of proficiency using relevant IT packages (Outlook, Advanced Microsoft Word and PowerPoint and intermediate Excel)
  • Professional appearance and manner
  • Strong interpersonal skills and ability to display initiative and confidence
  • Ability to build relationships with peers at clients
  • Experience of electronic diary management - Outlook essential
  • Self-motivated and pro-active with a positive "can do" attitude
  • Reliable and flexible
  • Decisive/robust
11

Assistant Tax Accountant Resume Examples & Samples

  • A demonstrable interest in taxation and/or accounting
  • Good knowledge / understanding of key accounting concepts
  • Skilled in problem solving and proactive resolution of tasks
  • Ability to manage to deadlines and prioritise daily workload
  • Good communication skills, demonstrating an ability and desire to work successfully as part of a diverse team
  • Strong analytical skills as well as holistic thinking and an appetite to learn new skills
  • High level of accuracy and reliability
  • High level of PC skills (Microsoft Excel, Power Point, Word) desirable
  • Advanced level of English (oral/written)
12

South Asia Assistant Tax Manager Resume Examples & Samples

  • Manages the complete corporate income tax compliance cycle for entities in South Asia (South East Asia plus Australasia), including any revisions
  • Reviews and manages tax risks and evaluate tax incentive / tax exemption opportunities
  • At least 5 years commercial experience in corporate tax
  • Previous experience working for big four agency will be added advantage
  • Experience with preparing transfer pricing documentation
  • Demonstrates initiative and works to achieve results
  • A good team player
13

Assistant Tax Advisors Resume Examples & Samples

  • You will have previous experience working in the US
  • Degree/Masters degree in accounting or taxation (or equivalent)
  • Experience as a tax practitioner with US compliance tax background
  • Previous experience working in the US
14

Deloitte, Executive Assistant, Tax, Glasgow Resume Examples & Samples

  • Professionally fielding and dealing with calls
  • Organising events and managing budgets accordingly including client events, staff and Partner away days, Deloitte sponsored events and social committee proceedings
  • Working in teams across the office, e.g. with the Go To Market and Corporate Responsibility teams
  • Processing of invoices, time and expenses using SAP
  • Smartnet admin/maintenance - the client contact database from which publications/events can be mailed to contacts on behalf of partners and managers
  • Supervising the distribution of post to allocated Partner/Managers, actioning if required, in their absence
  • Supervise and mentor junior support staff
  • Liaise with Property & Corporate Services (P&CS) on office-wide issues when required
15

Assistant, Tax Resume Examples & Samples

  • Provide administrative support to Vice President, Taxes, Tax Directors, Managers and Corporate Tax Department (CTD) staff
  • Handle all SOX and FEP compliance reporting coordination
  • Handle all duties involving Forms 1099 reporting, filing, employee/IRS inquiries and form amendments
  • Perform SAP journal entries for numerous transactions of the CTD and coordinate required entries with other departments within A-B
  • Handle all aspects of Corporate Tax Department (CTD) budget process – including gathering annual information from department members, monthly review and reporting, employee expense reporting via MobileXpense, processing and tracking tax consultant and other vendor invoice payments and handling all inquiries from ZBB and BBP personnel
  • Complete compliance and processing of compliance as requested
  • Handle all CTD travel arrangements (meetings, audits, education, etc.)
  • Handle and process all Form W-9 inquiries (FEIN’s)
  • Perform all file archiving duties of the CTD
  • Prepare CTD presentations for Senior Management and other parties
  • Perform all general administrative duties of the CTD including time reporting, office equipment maintenance, payroll activities and other miscellaneous
  • SAP Journal Entries
  • CTD Budget Process (includes fee invoice processing)
  • Tax Compliance Duties (various)
  • IRS Form 1099 Duties
  • SOX Compliance Duties
  • General CTD People and Administrative Matters
  • High School (Associate, Bachelor Degree or other certification helpful)
  • Excellent computer and systems skills – Word, Excel, Outlook, SAP, COGNOS
  • Accounting/bookkeeping background desired
  • Ability to work in fast paced environment and provide support for corporate officer and multiple directors
  • Cooperative, positive attitude, conscientious and dependable
  • Ability to work well with senior management, staff and Finance Group Team
  • Minimum of 10 years Administrative experience with a major corporation (tax experience helpful)
  • Knowledge of A-B process/procedures helpful
16

Assistant Tax Accountant Resume Examples & Samples

  • Monthly preparation of various returns and lodgement with tax and revenue authorities
  • Preparation and processing of tax journals and monthly reconciliation of tax accounts
  • Monthly tax analysis of tax sensitive accounts for various tax reporting purposes
  • Monitoring of withholding tax accounts and make payments as required
  • Assistance in Research and Development tax incentive claims
  • Working towards or degree qualified in taxation or accounting
  • Experience in tax accounting or similar role
  • Ability to research, interpret and apply legislations, case laws and ATO rulings
  • Willing to adapt and learn in-house reporting systems (experience with Peoplesoft will be highly regarded)
  • Demonstrated systems skills to proactively assist in transitioning to a new financial management system
  • Sound understanding of tax accounting principles and basic tax knowledge
  • Microsoft Excel and Word skills
17

Administrative Assistant, Tax Resume Examples & Samples

  • Provide administrative support for the Tax department including the use of Microsoft Suite (Word, Excel, and Power Point), database administration, and calendar coordination
  • Use SAP system for purchase requisitions, service requisitions, maintenance work orders, monthly budget reports, tracking project expenses & billing, etc
  • Plan and schedule meetings, conferences, teleconferences, (including room set-up, catering and sending out meeting reminders), and travel & travel expense reporting
  • Work with management on new hire orientation schedules and/or visitor itineraries
  • Coordinate office moves of current employees and office preparation for new employees
  • Update Tax organizational charts and phone lists; maintain information on the proper corporate system and distribute as necessary
  • Partner across other department administrative teams to strive for consistency in processes
  • Order supplies for the department
  • Provide backup support to other administrative assistants in the division. Cross train as needed to provide coverage
  • Record retention and filing
  • Mail distribution including administrative support for tax return filings
  • Basic spreadsheet and form preparation
  • Complete other tasks as assigned
  • High School Diploma. Associates Degree or equivalent preferred
  • Two plus year’s office/administrative support experience
  • Demonstrated good interpersonal skills
  • Computer skills including advanced abilities in Microsoft Word/Excel/PowerPoint required
  • SAP experience is highly preferred
  • Ability to effectively communicate (both written and verbal) with colleagues and employees across all levels of the organization
18

Executive Assistant, Tax Resume Examples & Samples

  • Functions with a moderate degree of independence, manages large to medium size projects, interacts effectively with all levels—both inside and outside the company with a high degree of professionalism, sets priorities with minimal direction and manages confidential/sensitive materials
  • Organizes files and standardizes office filing system, receives mail, sorts, and sets priority for review and signature
  • Schedules daily/weekly meetings utilizing electronic scheduler and coordinates with requester and other operations support staff; reserves meeting area and prepares room for meeting
  • Answers phones, takes messages and coordinates call-backs
  • Provides project support, researches files, pulls data and formats findings for presentation and tracking of Departmental Projects, Budgets and Goals
  • Creates and maintains permanent tax files or organizes for shipment to Iron Mountain
  • Responsible for invoicing, expenses and payments. Creates vendor invoice budget reconciliations for management
  • Arranges travel plans and itineraries, compiles documents for travel related meetings
  • Screens incoming calls and correspondence; responds to general questions from internal company groups, external consultants and taxing authorities independently when appropriate regarding area of responsibility
  • 6 years of progressively responsible administrative support experience, preferably in a Finance and/or Tax Department environment; or an equivalent combination of education and experience. Associate’s Degree or college coursework preferred
  • Analyzing and troubleshooting problems, identifying solutions, recommending and implementing methods, procedures and/or techniques for resolution
  • Responding to sensitive and confidential inquiries from management, employees and regulatory agencies
  • Communicating clearly and concisely, both orally and in writing
  • Managing and prioritizing multiple projects, duties and assignments
  • Proficient in using Concur or other T&E applications, Sharepoint, Microsoft Outlook, Excel, PowerPoint and other Microsoft Office programs
19

Assistant Tax Analyst Resume Examples & Samples

  • Minimum 2-3 years tax experience
  • Strong ability to communicate
  • Desire to grow career in dynamic tax department
20

Fs-assistant Tax Advisors Resume Examples & Samples

  • Assist in the US tax compliance process for your clients with appropriate
  • Consideration of risk, operational, and tax technical issues
  • Contribute to US tax consulting projects
  • Research and explain the impact of current and proposed US tax
  • Legislation on asset manage clients
  • Building and maintaining tax relationships with clients and providing high
  • Levels of client service
  • Assisting in winning work by proactively managing existing clients and
  • ACA / CA / Degree in Accounting / Finance / Law qualification / CTA or
  • Experienced as a tax practitioner with US tax background
  • FS industry experience and product knowledge is preferred
  • Experience working in the US
  • You will need to be a team player
  • You will need to be client driven and strategically and commercially aware