Tax Administrative Assistant Resume

Phone Number: [YOUR PHONE NUMBER]

Address: [YOUR ADDRESS]

LinkedIn: https://www.linkedin.com/in/your_own_profile

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I. Objective

Highly organized and detail-oriented professional with [NUMBER] years of experience, seeking a Tax Administrative Assistant position. Proficient in tax preparation software, financial documentation management, and client relations. Skilled in ensuring compliance with IRS regulations and filing deadlines. Eager to leverage administrative expertise to facilitate efficient tax preparation and client support.

II. Education

Associate Degree in Business Administration

• [UNIVERSITY NAME]

• Graduated: [DATE]

• Relevant coursework: financial management, business communications, accounting principles.

• Achieved a GPA of [GPA], with honors.

III. Professional Experience

Tax Administrative Assistant | [CURRENT COMPANY NAME] | [START DATE] - Present

• Assist tax preparers in organizing and preparing tax documents, including review and verification for accuracy and completeness.

• Maintain and update client files with meticulous attention to detail, preserving confidentiality. Manage client records using software such as [specific tax software].

• Schedule appointments and manage electronic calendars for tax preparers, ensuring efficient use of time for both staff and clients.

• Respond to client inquiries via phone and email, ensuring prompt and informative responses.

• Utilize specialized tax software (e.g., TurboTax, H&R Block) to prepare and process tax returns, achieving accuracy and adherence to deadlines.

• Ensure timely submission of tax returns to the IRS and state tax authorities, verifying compliance with filing deadlines.

Administrative Assistant | [PREVIOUS COMPANY NAME] | [START DATE]-[DATE]

• Provided comprehensive administrative support to financial advisors and other staff members, including managing scheduling and correspondence.

• Organized and maintained physical and digital filing systems with high accuracy, ensuring easy retrieval of documents.

• Assisted in preparing and editing financial reports and documentation, verifying accuracy and adherence to company standards.

• Managed office supplies inventory, including ordering and maintaining stock.

• Scheduled and confirmed client appointments, optimizing advisor time and resources.

IV. Skills

• Tax Software Proficiency: Advanced in TurboTax, H&R Block, Drake Tax Software, and other relevant tax software platforms.

• Organizational Acumen: Expert in managing complex filing systems, both physical and digital, including electronic document storage systems.

• Communication Skills: Excellent written and verbal communication, ensuring effective client interactions. Able to explain complex tax information clearly.

• Time Management: Capable of managing multiple tasks and deadlines with precision, ensuring timely submission of documentation to IRS and state tax authorities.

• IRS Compliance: Familiar with IRS regulations, tax forms, and filing deadlines, ensuring strict adherence to legal requirements.

• Technical Proficiency: Competent in Microsoft Office Suite (Word, Excel, Outlook), as well as other administrative software.

V. Certifications

• Certified Administrative Professional (CAP)

• QuickBooks Certification

• Additional Certifications: (Optional) Tax Preparation Certification, Financial Management Certification, etc.

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