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.