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Tax compliance representative skills for your resume and career

Updated January 8, 2025
3 min read
Below we've compiled a list of the most critical tax compliance representative skills. We ranked the top skills for tax compliance representatives based on the percentage of resumes they appeared on. For example, 11.3% of tax compliance representative resumes contained customer service as a skill. Continue reading to find out what skills a tax compliance representative needs to be successful in the workplace.

15 tax compliance representative skills for your resume and career

1. 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 compliance representatives use customer service:
  • Processed and filed applications Performed all data entry functions for the company database Provided customer service to active and non-active customers
  • Obtain initial information from vendor regarding property, utilizing a customer service checklist form.

2. Business Tax Returns

Here's how tax compliance representatives use business tax returns:
  • Assisted taxpayers in completing their personal income and business tax returns, handling over 125 calls per day.
  • Gathered detailed client information in order to prepare individual and business tax returns.

3. Tax Laws

Here's how tax compliance representatives use tax laws:
  • Interpret and apply the Tax Laws of New York State, Civil Practice Laws, regulations and policies.
  • Conduct on-site audits of financial records of employers to ensure compliance with state unemployment tax laws.

4. Customer Inquiries

Here's how tax compliance representatives use customer inquiries:
  • Resolve Customer Inquiries Handle Large Volumes of Incoming Calls Provide detailed explanations of assessments, account adjustments, payments and refunds.
  • Resolved customer inquiries and provided guidance on completion of tax forms and resource information.

5. Securities

Here's how tax compliance representatives use securities:
  • Researched historical fair market value on older securities that came into the client's account with missing purchase information.
  • Conduct regular reviews of Personal Trading Accounts maintained by Fortis employees who are NYSE Floor Members and trade NYSE Securities Issues.

6. Subpoenas

Subpoenas are formal and legal documents issued mostly by a court or some other government agency that demands the presence of the person the document is addressed to, to show up at court. Subpoenas are issued to individuals whom the court wants to appear either as a witness in a particular case in order to testify or to provide any evidence such as an object or a document.

Here's how tax compliance representatives use subpoenas:
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.
  • Advise and provide information to Medicaid beneficiaries, attorneys, third party payers and court subpoenas.

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7. Customer Complaints

Here's how tax compliance representatives use customer complaints:
  • Researched and remedied customer complaints and concerns regarding wrongful payments.
  • Managed multiple customer portfolios reviewing aging reports and contact customers with aging account balances and researched account discrepancies and customer complaints.

8. Property Tax

Here's how tax compliance representatives use property tax:
  • Gathered values from business personal property tax returns and conducted preliminary audits to maintain and update their records.
  • Set up tax information for payment processing of property taxes in states across the U.S.

9. Tax Reports

Here's how tax compliance representatives use tax reports:
  • Gathered and administered all information needed to calculate tax reporting.
  • Performed the collection of delinquent tax reports and tax amounts owed by employers subject to the Virginia Unemployment Compensation Act.

10. Unemployment Insurance

Here's how tax compliance representatives use unemployment insurance:
  • Research and gather information on taxpayers and review all documents involving unemployment insurance taxes.
  • Conduct audits to detect and resolve tax reporting discrepancies with the Unemployment Insurance Tax regulations.

11. AML

AML refers to the rules and systems set up by governments, financial institutions, or organizations to prevent fraudulent economic activities.

Here's how tax compliance representatives use aml:
  • Supervised for AML policies, complaint resolution.
  • Update, distribute, and maintain ADMIS Annual AML Policy and Procedures Manual.

12. 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 compliance representatives use irs:
  • Instructed clients on IRS and Federal Regulations relating to retirement tax reporting
  • Assisted in IRS reporting requirements in not-for-profit accounting.

13. Customer Accounts

Here's how tax compliance representatives use customer accounts:
  • Manage collection of delinquent customer accounts.
  • Managed and grew new and current customer accounts.

14. Inbound Calls

Here's how tax compliance representatives use inbound calls:
  • Answered an average of 100 inbound calls per day and arbitrated customer's complaints.
  • Managed 100-200 inbound calls with tact and professionalism.

15. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how tax compliance representatives use outbound calls:
  • Handled both inbound and outbound calls and responsible for both the explanation and collection of delinquent tax bills.
  • Receive inbound and make outbound calls to individuals that qualify for amnesty.
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List of tax compliance representative skills to add to your resume

Tax compliance representative skills

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

  • Customer Service
  • Business Tax Returns
  • Tax Laws
  • Customer Inquiries
  • Securities
  • Subpoenas
  • Customer Complaints
  • Property Tax
  • Tax Reports
  • Unemployment Insurance
  • AML
  • IRS
  • Customer Accounts
  • Inbound Calls
  • Outbound Calls
  • Taxation
  • Tax Data
  • Tax Liability
  • Tax Issues
  • Payment Arrangements
  • Real Estate Taxes
  • Anti-Money Laundering
  • Compliance Program
  • Tax Payments
  • Delinquent Taxes
  • Payment Processing
  • Compliance Regulations
  • Income Executions
  • Financial Statements
  • State Agencies
  • FDA
  • Tax Season
  • Account Adjustments
  • State Regulations
  • Tax Refunds
  • FDCPA
  • Internal Controls
  • Financial Institutions
  • Financial Documentation
  • Tax Returns
  • Tax Purposes

Updated January 8, 2025

Zippia Research Team
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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