Tax Officer Resume Sample

4.8
16 votes
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Alexis Oberbrunner
585 Emard Path,  Detroit, MI
+1 (555) 149 3440

Work Experience


Estate / Gift / GST Tax Officer, VP
02/2016 - PRESENT
Los Angeles, CA
  • Proactively recognizing tax issues as they affect the client’s situations and ensuring that relationship managers and advisors are made aware and, in some cases, communicating the issues directly to clients
  • Preparing the most complex T1 Personal, T1 Terminal, and T3 estate and trust
  • Preparing the most complex T1 Personal, T1 Terminal, T3 estate and trust, and T3010 Charity tax returns
  • Calculating, withholding and remitting non-resident tax, payroll source deductions and personal tax instalments on a national basis and preparing the associated tax returns and summaries
  • Contribute to the effective functioning of the Taxation Services team by
  • Some understanding of the Federal and Provincial income tax rules with a strong ability to interpret the legislation as it relates to estates and trusts, individuals and charities, including current Canada Revenue Agency policies and estate planning concepts
  • Advise Trust Relationship Managers and clients on all matters pertaining to Trust/fiduciary taxes
  • Assist Relationship Managers with estate and tax planning for clients
Tax Officer
07/2009 - 11/2015
San Francisco, CA
  • Answer client queries accurately and in a timely manner
  • Monitor the statuses of the clients’ tax reclaims
  • Liaise with client account managers to make sure the clients’ expectations are met
  • Provide assistance and updates to colleagues on taxation issues
  • Update the Belgian tax user guide and the department’s procedures
  • Work closely with the Global Custody Team and help them with their daily operational tasks
  • Schedule and oversee all aspects of required tax return preparation for FMTC including
Junior Tax Officer
12/2002 - 02/2009
Houston, TX
  • Monitor tax law changes and trends to identify new client needs and opportunities to deliver further client value
  • Insure that all internal and external (OCC) tax procedures/guidelines are followed and compliance requirements are met
  • Work with external CPAs and accountants when necessary to assist in the preparation of Trust client's personal income tax returns
  • Coordinates federal, state, and other tax audits and responds to auditors’ questions and requests for records and other documents
  • Maintain a good relationship with the Belgian Ministry of Finance
  • Participate in market discussions and committees on taxation subjects
  • Monitor all developments on taxation in the Belgian banking sector
  • Follow up the double tax treaty agreements between Belgium and other countries
  • Publish Market and Client Updates

Education


North Carolina State University
1996 - 2001
Master's Degree in Fiscal

Professional Skills


  • With strong leadership skills and integrity
  • Utilising problem solving skills to resolve account issues
  • Good communication skills, both in written and oral
  • With solid experience in handling Tax audit, Tax refund, Tax compliance, Tax Return filing and payment and Tax Periodic reporting
  • Experience with a front facing customer environment
  • Ideally some experience within a front facing customer environment
  • Review various tax returns prepared by others prior to their being filed with the appropriate government agencies

How to write Tax Officer Resume

Tax Officer role is responsible for government, reporting, payroll, accounting, training, finance, software, leadership, word, excel.
To write great resume for tax officer job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Tax Officer Resume

The section contact information is important in your tax officer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Tax Officer Resume

The section work experience is an essential part of your tax officer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous tax officer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax officer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Tax Officer resume experience can include:

  • Excellent relationships skills and capability to deal with clients, intermediaries and finance ministers
  • Strong knowledge of the securities industry, financial markets and Belgian taxation law
  • Client focused and able to deliver an excellent quality of service
  • Multi-task, prioritise, and work within an international team
  • Checking and reconcile the Withholding tax certificate vs invoice
  • Provide training and guidance to administrative officers on tax related matters

Education on a Tax Officer Resume

Make sure to make education a priority on your tax officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax officer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Tax Officer Resume

When listing skills on your tax officer resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical tax officer skills:

  • Having good learning agility
  • Establish good working
  • Obtain evidence of remittance of statutory payments from relationship banks in line with Service Level Agreement
  • Processing of tax clearance certificates
  • Processing & review of WHT credit notes
  • Promoting direct debit and self service to the customer

List of Typical Experience For a Tax Officer Resume

1

Experience For Corporate Trust Tax Officer Resume

  • Collect Withholding tax certificate from customer
  • Prepare the Daftar Nominative Entertainment Expenses for support company Withholding tax
  • Sound IT knowledge in the use of outlook, Excel, word and PowerPoint
  • Flexible, rigorous, professional and creative

List of Typical Skills For a Tax Officer Resume

1

Skills For Corporate Trust Tax Officer Resume

  • Prepare reconciliation for prepaid tax and ensure all the documents are available and valid
  • With 5 to 7 years work experience in medium to large size company
  • SAP user with excellent knowledge in Excel, Word and Powerpoint
  • Experience in related role
  • Providing on-going guidance, motivation and tax technical coaching to Associate Tax Officers and Tax Administrators
  • Allocating and monitoring the work of Associate Tax Officers, Tax Administrators and seasonal staff
  • Working knowledge in accounting package - SAP
2

Skills For Council Tax Officer x Resume

  • Providing input for the annual performance assessment of Associate Tax Officers and Tax Administrators
  • Working to targets and deadlines
  • Reconciliation/dealing with suppliers concern on WHT/VAT
  • Participate in month end and year end reporting activities
  • Willingness to change working hours and location if required
3

Skills For Council Tax Officer Resume

  • Flexible and willing to work on extended hours
  • Meet with attorneys and administrative officers on trusts and estates with regards to specific issues and post mortem tax planning
  • Prompt payment of all taxes due to the state and federal government in line with statutory timelines
  • Reconciliation of relevant tax ledgers
  • Collate documents in preparation for statutory Audits
  • Investigate computer records (Academy) and interrogate customer’s accounts to maximise collection of Council Tax for Bexley Council
  • Be responsible for dealing with, and responding to, written and verbal enquiries from members of the public, using a document imaging system (Anite) and working to procedures and guidelines Index daily post through Anit
  • Issue recovery and enforcement documents in accordance with office and legislative procedures
  • Investigate records and liaise with outside agencies to locate debtors who have moved
4

Skills For Junior Tax Officer Resume

  • Prepare cases for write off
  • Understand and promote the company’s Equal Opportunities policy
  • Investigate computer records (Northgate) and interrogate customer’s accounts to maximise collection of Council Tax for Brent Council
  • Be responsible for dealing with, and responding to, written and verbal enquiries from members of the public, using a document imaging system (View360) and working to procedures and guidelines
  • Deal with and respond to customers over the telephone and face to face through attendance at Court
  • Understand and promote the company’s Diversity policy
  • Manage the preparation of corporate tax filings for the unit corporate tax including preparation of Nominative List for promotional expense & entertainment expense
5

Skills For Estate / Gift / GST Tax Officer, VP Resume

  • Ensure all the tax payment process done timely
  • Provide advise related to Cerificate of Domicile and maintain properly documentation
  • Regularly monitor local tax regulation changes and the implications on the business
  • 8 am to 6 pm (shift hours)
  • Positive & flexible approach
6

Skills For Trust Tax Officer Resume

  • Knowledge of Council Tax legislation
  • Knowledge of Revenues software and use of an Image based system
  • In-depth knowledge of Philippine Tax Laws and Regulations
  • English proficiency (both of verbal & written)
  • Able to work as an Individual or team
  • Willingness to complete the STEP or CSI Taxation Courses and keep up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts and registered charities
  • GCSE Grade C (or equivalent) in Maths and English
7

Skills For Wealth Tax Officer Resume

  • Trust and Fiduciary Income tax returns
  • Indiana inheritance tax returns
  • 1099 & 5500 Information returns
  • Supervise and oversee all tax preparation services outsourced to DeFur, Voran LLC
  • Oversee and develop policies and procedures required to assure goals of the tax area are met
8

Skills For Tax Officer / Manager Resume

  • Prepare income tax payments, estimated tax payments and other disbursements required to state and federal tax agencies
  • Maximise collection of Council Tax for Bexley Council
  • Exempt organization returns
  • Selected individual returns
  • Private foundation returns
  • Federal estate tax returns
  • Estate Fiduciary returns

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