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Tax analyst skills for your resume and career

Updated January 8, 2025

2 min read

Quoted experts

Natalie Burgos,

Dr. Henri Akono Ph.D.

Below we've compiled a list of the most critical tax analyst skills. We ranked the top skills for tax analysts based on the percentage of resumes they appeared on. For example, 5.8% of tax analyst resumes contained tax audits as a skill. Continue reading to find out what skills a tax analyst needs to be successful in the workplace.

15 tax analyst skills for your resume and career

1. Tax Audits

Here's how tax analysts use tax audits:

Coordinate outside sales/use tax audits including identifying and accumulating the necessary information and present to auditors in cooperation with Tax Director.
Evaluated federal tax audit inquiries regarding Chemical Bank and Manufacturers Hanover Trust tax returns.

2. Reconciliations

Here's how tax analysts use reconciliations:

Prepare monthly reconciliations for multiple legal vehicles and submit balance verification in E-Recon Balance Substantiation system.
Implemented use and reporting standards for purchase cards along with performing monthly reconciliations on individual accounts.

3. Tax Compliance

Here's how tax analysts use tax compliance:

Reviewed and approved documents and other communications containing information relevant to Product Tax Compliance for both internal and external use.
Prepare subsidiary financial statements from data downloaded from Corp-Tax Federal Income Tax compliance software.

4. Tax Payments

Here's how tax analysts use tax payments:

Reconciled and initiated withholding and unemployment tax payments on a daily basis and provided accurate information to the Funding Management Agent.
Calculate and prepare monthly/quarterly estimated tax payments and reconcile various tax accounts monthly for assigned entities/jurisdictions.

5. Tax Software

Here's how tax analysts use tax software:

Performed all aspects of testing for tax software; prepared documentation of problem resolutions and introduction new functionality.
Participated in testing and evaluating internally developed GE tax software.

6. Income Tax Returns

Here's how tax analysts use income tax returns:

Managed Hyperion and internal mainframe tax systems used to generate Federal and State/ Local income tax returns including apportionment factors.
Monitored fiduciary income tax returns prepared by outside accountants and reviewed tax returns for accuracy.

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7. Tax Research

Here's how tax analysts use tax research:

Performed tax research and analysis and assisting with internal control documentation.
Performed tax research and prepared document conclusion.

8. OneSource

Here's how tax analysts use onesource:

Helped implement streamlining state apportionment calculations through OneSource Apportionment.
Research, process, and analyze client data using OneSource, PTMS, Excel, and Access.

9. Tax Issues

Here's how tax analysts use tax issues:

Exercise solid understanding of compliance with all payroll tax related governmental, regulatory and legislative requirements to resolve tax issues.
Analyzed financial information and researched tax issues for preparation of corporate tax returns.

10. Indirect Tax

Here's how tax analysts use indirect tax:

Prepared and/or reviewed indirect tax filings.
Researched and produced strategic responses for international, federal, state and local tax controversies including direct and indirect taxes.

11. Tax Provision

Here's how tax analysts use tax provision:

Work closely with divisional contacts in gathering information necessary to prepare the annual income tax provision for the consolidated financial statements.
Developed provision template used to prepare specialty statutory tax provisions and footnotes in accordance with SSAP 101 statutory accounting principles.

12. Strong Analytical

Here's how tax analysts use strong analytical:

Maintained strong analytical, written/communication, interpersonal, and relationship building skills.
Demonstrated strong analytical ability by diligently performing audit procedures with the highest degree of professionalism and integrity.

13. IRS

IRS stands for internal revenue services. It helps many compliant taxpayers become conversant with the law regarding taxes; it ensures the minority who refuse to comply with paying taxes pay the required amount.

Here's how tax analysts use irs:

Gathered and analyzed expatriate client data for complex international tax return preparation in accordance with IRS guidelines.
Maintained and updated the criteria with regulatory changes and revisions that are communicated through IRS notifications.

14. Client Facing

Here's how tax analysts use client facing:

Reviewed financial transaction documentation and conducted data analysis to assist multinational banking client facing challenging regulatory requirements and verify statutory compliance.
Lead on client facing meetings to facilitate problem resolution and account compliance.

15. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how tax analysts use customer service:

Provided exceptional customer service, by answering questions, responding to concerns, and alleviated delicate situations with professionalism and sensitivity.
Provide customer service to internal and external personnel within a fast-paced environment meeting deadlines and avoiding tax penalties.

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What skills help Tax Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on tax analyst resumes?

Natalie Burgos

Associate Faculty, Edmonds Community College

-Great writing and communication skills - I recommend taking Business Writing classes at Edmonds College. It helped me a lot with my business writing skills!
-Two-plus years of experience with QuickBooks or any other accounting software. Another popular accounting software is Microsoft Dynamics 365, also known as "D365".
-More than one year using Microsoft Excel. Advanced Excel is a plus! Commonly used Excel formulas and functions include VLookUps, IF formula, IFERROR, and Pivot Tables.
-Experience using Ten-Key - most companies don't use the Ten-Key machine anymore. Instead they use the calculator that's already on the computer. Some companies like to use the Ten-Key machine to print the paper and tape it on the source document to show their work. I remember throughout my college years, none of my instructors taught us how to use Ten-Key, so if you have never used the Ten-Key machine or keypad, I recommend to start practicing by using the Ten-Key on the right side of the keyboard. I self-taught myself because my mom, who is an accountant, recommended me to.

What hard/technical skills are most important for tax analysts?

Dr. Henri Akono Ph.D.

Associate Professor of Accounting, University of Maine Orono

-In today's environment, with greater usage of data big and small by companies, accountants are expected to have a better understanding of accounting analytics and a greater ability to analyze and identify patterns in data. Therefore, accounting analytics is a very important skill for accountants today.

-Just knowing excel is not enough. Being able to use software like excel QuickBooks for accounting/controllership/audit/tax-related decisions is a plus.
-In addition, being able to use visualization software like Tableau or Power BI is also a plus.
-Some type of analytics certification (Excel, general analytics, etc.) is a plus.

-However, this does not substitute for accounting-related knowledge and understanding.

What soft skills should all tax analysts possess?

Charles Makar

Instructor of Business, Misericordia University

Communications skills (oral and written).

What tax analyst skills would you recommend for someone trying to advance their career?

Fang Lin

Assistant Professor of Finance, Pacific Lutheran University

Don't be afraid to negotiate your starting salary. Young journalists have a lot to offer newsrooms through social media skills and a willingness to adapt to new technologies such as artificial intelligence. Technology skills have value and should not be undersold. Also, young journalism students should not discount the value of their student media and internship experiences. Young journalists must use everything on their resumes to show how they bring value to their position and ask to be compensated fairly for the work they will contribute to the newsroom's success.

Do you want to know more?

List of tax analyst skills to add to your resume

The most important skills for a tax analyst resume and required skills for a tax analyst to have include:

Tax Audits
Reconciliations
Tax Compliance
Tax Payments
Tax Software
Income Tax Returns
Tax Research
OneSource
Tax Issues
Indirect Tax
Tax Provision
Strong Analytical
IRS
Client Facing
Customer Service
Tax Laws
ASC

Process Improvement
Tax Filings
Payroll Tax
Tax Notices
Journal Entries
Calculation
Taxation
Tax Planning
Account Reconciliations
Excellent Interpersonal
Financial Statements
Property Tax Returns
General Ledger Accounts
SOX
GAAP
Fixed Assets
Accruals

CCH
Treasury
Real Estate
Tax Accounts
Vertex
Tax Calendar
Exemption Certificates
Shared Services
Transfer Pricing
Tax Forms
Tax Data
Appeals
Franchise Tax Returns
Sales Tax Returns
Tax Regulations

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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