Tax Analyst resume examples

• Collaborated,  research, analysis and necessary reconciliation to resolve agency related payroll tax notices and amendments with internal peers.
• Managed ten customer accounts consisting of 1100 employee identification numbers to process payroll taxes and file Federal, State and local tax returns for QE and YE filing.
• Administered and maintain on CRM the company's database, including updates, and reports.
• Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction.
• Interacted with tax agencies, customers, and internal to Company.
• Analyzed payroll data supplied by clients.
• Managed sensitive and confidential file systems in both digital and physical formats. 
• Developed sustainable relationships of trust through open and interactive communication with internal and external members. 
• Researched issues and took appropriate action to ensure speedy resolution.
• Ensure accurate compliance with payroll tax laws and regulations for company and the client
• Implemented client data changes into the system using company payroll software, and sales force.

• Facilitated communication between clients and tax authorities.
• Provided the integration of modern tax software with client accounting software.
• Prepared written responses or tax return amendments to resolve state and federal notices.
• Processed Federal, State and Local tax returns for business customers.
• Researched and resolve tax notices on a timely manner to avoid additional assessments to customer accounts. 
• Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.
• Collected and reported monthly payroll tax variances and explanations .
• Set up and updated customer accounts with interactions, payments and personal information.
• Provided extensive clerical and administrative support to department staff.
• Followed up with customers to collect information and verify details.

• Recorded inspection and test data in multi test stations and entered in Excel spreadsheet for test results; pass or fail.
• Inspected outbound shipments and conducted random sampling to ensure product quality.
• Identified and helped resolve production problems such as damaged computer chips.
• Quality assurance of passed computer chips.
• Observed all safety policies and procedures.

• Manager - Financial Reporting, 12/2006 to 08/2007
• Senior Accountant - 02/2004 to 11/2006

Compliance specialist in filing federal, multi-state and local payroll tax returns and e-files.

• Met strict compliance regulations and deadlines, in complex compliance environment.
• Proactively mitigated against IRS, State, and Local agency inquiries.
• Worked via proprietary ticketing system performing initial assessment, analysis and resolution within short time span.
• Effective oral and written communication with tax agencies, other departments and client Service Bureaus.
• Proficient in Office 365, Outlook, SharePoint, Access , Excel ,Payroll Tax Management {PTM}.

• Partnered successfully with client in healthcare industry to input and analyze results of data migration to Meridian Software test environment, with intent to run successful parallel prior to go-live.
• Data entry and analysis identified patterns and inconsistencies using advanced Excel spreadsheet techniques. {Pivot Tables, VLookups}
• Analyzed SQL data integrity to identify and resolve test environment issues.
• Realized testing and analysis outcomes for anticipated go-live August 25th, 2017.

Selected by Poultney Downtown Revitalization Committee as Project Manager and led team recruitment and fund-raising effort resulting in $250,000 for start-up community owned food-cooperative. Opened June 2011. Hired as General Manager in 2011.

• Reconstructed accounting records from client's checks, cash receipts, implemented GAAP.
• Converted chart of accounts to align with GAAP and industry standards.
• Increased member-owner shares 500% in first six months of operations.
• Realized 25% sales increases every year of operation resulting in half million sales by FYE 2014.

• Client Support Representative for software financial suite, using in-house developed ticketing system.
• As Applications Analyst, worked with clients to resolve application and technical issues, provide mission-critical workarounds.
• Developed and maintained solution records.
• Proficient in relational database platforms {IBM AS/400}, using SQL for file integrity analysis.
• Certified corporate trainer/client instructor.

• IT technical and business analyst liaison to Payroll, Finance, Accounts Payable and Payroll.
• Analyzed business processes and documented system work flows.
• Prepared process improvement recommendations.
• Led Finance and Payroll/HR through successful platform migration and financial suite implementation{IBM to GLOBAL SOFTWARE.}
• Ad-hoc reporting on relational database {RPG.}

• Department liaison between Finance and Information Systems.
• Compiled general ledger entries on tight closing schedule with nearly 100% accuracy.
• Performed complex general accounting functions.
• Demonstrated Accounts Payable and Accounts Receivable month-end closing process improvement.
• Knowledgeable of inter-company and fund accounting practices.

• Inter-company and cash account balance-sheet reconciliations for Fortune 500 company with fourteen showroom subsidiaries.
• Legal and tax reporting clerical duties for showroom subsidiaries.
• Corporate credit card account management.

• Assisted customers with building websites.
• Assisted customers with billing inquiries.
• Responded to technical support needs of customers.
• Resolved customer issues in a clear, courteous and straightforward manner.
• Upsold products and services to increase company revenue.
• Answered 100 support emails per day from non-tech savvy customers.
• Researched, troubleshot and resolved complex problems independently.

• Ranked #1 sales representative for 8 consecutive months.
• Developed a team to meet and exceed month sales quota objectives by acquiring and maintaining existing business accounts.
• Effectively resolved customer issues.
  
• Processed orders, provided sales support, and handled complaint resolutions for over 200 customer accounts.
• Answered customer questions about product availability and shipment times.
  

• Conducted quarterly reporting for defined contribution clients, tracking investment performance for 401(k), 403(b) and non-qualified retirement plans to monitor and assess overall financial plan health Researched topics for the quarterly fiduciary governance calendar focusing on plan fees, governance and legislation, investment menu design, and participant outcomes Compiled data for and assisted in producing plan diagnostics at the onset of client relationships in order to evaluate current investment options and make recommendations to improve fund menu design, and focus on increasing participation amongst participants Completed projects for consultants extensively using internal systems, excel, and Adobe PDF.

• Approved over $60 Mil in personal property tax(PPT) payments to jurisdictions Received, researched and responded to all customer inquiries regarding PPT Used Excel to log bills and tax law changes and compiled required PPT data for customers Completed projects for local/international analysts extensively using internal systems and Excel.

• Gathered specific work orders and completed paperwork for weekly company-wide meetings Responded to customers' work orders and complaints, according to priority Completed work on specific work orders including roofing, carpentry, masonry and more.

• Maintained every aspect of the pool and club, from pool chemicals to landscaping Supervised members, specifically children, upholding rules and regulations Communicated with all members as the voice of the club, Taught and helped plan swim lessons for young children.