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The sample below is for a Senior Tax Advisor Resume Sample. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Senior Tax Advisor Resume Sample should properly be created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice. A professional resume writing service can significantly increase your changes of securing employment in a quick time manner.

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BANKING / FINANCE

Multifaceted and results-focused professional with extensive experience in accounting, financial and tax analysis, and solid practical knowledge of tax planning and tax compliance. Detail-oriented, organized and efficient with a valuable track record in achieving organizational goals, successful in building relationships with outside administrators, consultants and taxing authorities in handling a number of accounting and tax related issues. Highly analytical with acknowledged reputation for strict ethical standards, integrity, objectivity, and ability to manage confidential matters. Strategic thinker and effective decision-maker coupled with effective interpersonal and communication skills.

Core Competencies
Finance & Accounting • Tax Consulting • Investment Plans • Budgeting • Forecasting
• Portfolio Management • Financial Analysis & Planning • Account Management • Negotiation & Presentation Skills

PROFESSIONAL EXPERIENCE

H & R Block Premium Services • Phoenix, AZ 12/1991 – Present
Senior Tax Advisor 5
Provide tax consulting; advise clients on taxation and planning, and prepare individual taxes.
• Served as instructor for intermediate and advanced classes for the last five years.
• Currently studying for the Enrolled Agent status; taken classes for preparation of business taxes.

RBC (Royal Bank of Canada) Wealth Management • Phoenix, AZ 05/2006 – 05/2008
Senior Registered Administrator
Involved in the implementation of a new platform. Managed high net worth clientele in all aspects of financial planning and portfolio management including investments, life insurance trusts, and estate planning.
• Achieved 40% increase in sales.

Wachovia Securities • Phoenix, AZ 2004 – 05/2006
Registered Account Administrator
Functioned as Assistant to the Branch Manager and supported five brokers. Assisted clients in stock options.
Developed estate planning reports, and maintained documentation of accounts including performance reporting.
• Increased managed money accounts through Fundsource product.

Piper Jaffray • Phoenix, AZ 2000 – 2004
Senior Registered Investment Assistant
Established and maintained client relationships, and supported a team of five brokers in providing wealth management. Developed and provided investment proposals.

OTHER RELEVANT EXPERIENCES
District Investment Assistant Olde Inc. • Phoenix, AZ 2000
Senior Retirement Specialist The Vanguard Group • Phoenix, AZ 1995 – 2000
Team Compliance Charles Schwab Inc. • Honolulu, HI 1994 – 1995

EDUCATION AND CREDENTIALS

Bachelor’s Degree in Business Administration, 1978
University of Hawaii – Honolulu, HI

CERTIFICATIONS/LICENSE
Certified Senior Tax Advisor – Level 3
CFP Certification
Series 6, 7, 63, and 65 Insurance Licensed

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