Tax Assistant CV Template›

Dynamic and highly qualified Tax Assistant with extensive knowledge of accounting principles, taxation policies, and income tax procedures. Prepares clear, comprehensive financial reports for executive-level management; skilled in financial and managerial accounting practises and procedures. Flexible team play who adapts seamlessly to constantly evolving accounting processes and technologies.

Tax Assistant
10/1/2009 to Current Himbrey Tax Solution Services – London

• Answered phone calls and assisted clients with questions regarding tax preparation
• Prepare and assist in preparing simple to complex tax returns for individuals or small businesses
• Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum
• Interview clients to obtain additional information on taxable income and deductible expenses and allowances
• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns

Tax Assistant
12/1/2005 to 9/1/2009 E-Z Taxes – London

• Furnished taxpayers with sufficient information and advice to ensure correct tax form completion
• Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns
• Calculated form preparation fees according to return complexity and processing time required
• Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures

Tax Assistant
8/1/2003 to 11/1/2005 Westbrook Tax & Financial Services – London

• Assisted management in reducing all obligations and determining complexity of all issues
• Collabourated with various departments to ensure achievement of all organisational objectives
• Assisted pricing group members to design and implement all company transfer policy and prepare plans for tax departments
• Coordinated with business units to administer personnel for various departments