Junior Tax Associate Resume Example

Junior Tax Associate · Baker & Associates, CPAs

Chicago, IL · 2022 - Present

• Prepared and reviewed over 150 complex federal and state tax returns annually for individuals (1040), partnerships (1065), and S-corporations (1120S) for small and mid-sized businesses.
• Conducted in-depth tax research on IRS and state regulations, saving clients an estimated average of 5% on tax liabilities by identifying applicable deductions and credits.
• Streamlined client data collection and document organization processes, reducing preparation time by 10% per return.
• Assisted with tax planning engagements for high-net-worth individuals, contributing to projected tax savings of over $50,000 for key clients.
• Communicated directly with clients to gather necessary information, clarify tax queries, and explain filing requirements, maintaining a 95% client satisfaction rate.

Tax Intern · Sterling Accounting Group

Chicago, IL · 2021 - 2022

• Supported senior associates in the preparation of over 100 individual tax returns (Form 1040) during tax season, ensuring accuracy and timely filing.
• Performed data entry and reconciliation of financial statements and tax documents for client accounts, achieving 98% data accuracy.
• Assisted with responding to IRS and state notices, helping resolve 15+ client inquiries and avoid potential penalties.
• Utilized tax software to organize and process client information, contributing to the efficient workflow of the tax department.
• Contributed to the improvement of an internal filing system, which reduced document retrieval time by 20% for the team.

Bachelor of Science in Accountancy · University of Illinois Urbana-Champaign

Urbana, IL · 2018 - 2022

• Graduated with High Honors, GPA: 3.8/4.0
• Dean's List recipient for 6 semesters
• Relevant coursework: Federal Taxation, Advanced Accounting, Auditing, Financial Statement Analysis

Junior Tax Associate · Sterling Tax & Advisory

Chicago, IL · 2023 - Present

• Prepared and reviewed over 150 federal and state tax returns (1040, 1120, 1065) for individuals, partnerships, and corporations, ensuring 100% compliance.
• Assisted in the preparation of tax provisions (ASC 740) for 10+ corporate clients, identifying and documenting deferred tax assets/liabilities.
• Conducted thorough tax research using CCH Axcess and BNA, saving clients an estimated $50,000 annually through identified deductions and credits.
• Supported senior associates during IRS and state audits, compiling necessary documentation and responding to information requests, resulting in successful resolution for 5 engagements.

Financial Analyst · Pinnacle Solutions Group

Chicago, IL · 2021 - 2023

• Analyzed financial statements and operational data for 20+ client engagements, identifying key performance indicators and generating detailed reports.
• Developed and maintained complex financial models for forecasting and budgeting, improving budget accuracy by 15% for key clients.
• Streamlined data collection and reporting processes using advanced Excel functions and SQL queries, reducing report generation time by 20%.
• Presented findings and recommendations to C-suite executives, supporting strategic decision-making and contributing to a 10% increase in client profitability.
• Collaborated with cross-functional teams to integrate financial insights into operational strategies, optimizing resource allocation.

Bachelor of Science in Finance · University of Illinois Urbana-Champaign

Urbana, IL · 2017 - 2021

• Graduated Cum Laude
• GPA: 3.75/4.00
• Relevant coursework included Advanced Tax Accounting, Financial Statement Analysis, and Business Law