entry level tax preparer resume sample

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5 Tax Preparer Resume Examples to Edit Free for 2024

Tax Preparer Resume

• Tax Associate
• Tax Manager
• Entry Level Tax Preparer
• Write Your Tax Preparer Resume

Jasper was thrilled—his cousins were finally approved to adopt their new daughter, and he fully intended to deliver some exciting congratulatory gifts. He’d already climbed the corporate ladder pretty nicely so far, blazing his way to a tax preparer role at Deloitte, but he was hungry for more.

The issue was his obsolete job application . . . how could he write a resume that would reflect his understanding of the industry’s current state while spotlighting his unique qualifications?

Jasper’s confidence grew once he clicked on our library of resume examples , and his momentum carried him through creating a cover letter , too. Those gifts for his new family member were soon to be on the way—alongside a rewarding step in his career, too.

Find your own success by looking through our tax preparer resume examples and other helpful resources like Jasper did!

or download as PDF

Why this resume works

• The next step is to show resolve in your tax preparer resume. Add any internship experience that you managed to get during the same year of graduation. If it’s for accounting, in particular, highlight your knowledge of the subject by mentioning how you handled hundreds of bank statements accurately.

Tax Associate Resume

• For your tax associate resume, clearly list down all the software you use for tax returns such as H&R Block Tax Software. You can further add more depth by including extra tools like CCH Axcess Tax that help users prepare industry-compliant tax returns. Lastly, mention the tools you use for keeping records such as Excel or Google Sheets.

Tax Manager Resume

• Put your managerial skills on display here by using quantifiable work experience such as “improving the client satisfaction rate by 36% as per feedback” to prove your ability to keep clients happy. You can also add similar bullet points that show your contribution to reducing response times in your tax manager resume.

Tax Intern Resume

• For instance, how do you stay abreast of the latest tax trends? By adding the necessary skills and tools you leveraged to not just be updated but also understand any changes in tax policies.

Entry Level Tax Preparer Resume

• Have a special ability such as an eye for detail? Add it in! Show your expertise in paying attention by using metrics where you were able to identify profitable tax benefits that others missed out on. You can also make use of other metrics in your entry level tax preparer resume that highlight your critical thinking skills.

Related resume examples

• Financial analyst
• Finance manager

Adapt Your Tax Preparer Resume to Tick All the Boxes

Your role as a tax preparer demands a unique set of skills , and you know better than anyone what those skills are. Since this is a technical role, it’s totally fine to get into the nitty-gritty. Impress hiring managers by emphasizing your proficiency in tax codes, IRS regulations, and the latest accounting software. 

Detail your knack for uncovering deductions, managing audits, and ensuring precision in financial documentation. To make sure you truly stand out, it’s essential to tailor your resume to each application, mirroring the skills mentioned in the job description . 

If the company needs an auditing pro, highlight your auditing skills, or if it needs impeccable documentation, emphasize your dedication to thorough record keeping. 

Need a few ideas?

15 top tax preparer skills

• Tax Code Proficiency 
• IRS Regulations
• Audit Management 
• Data Analysis
• Microsoft Excel
• Tax Research
• Data Security
• TaxWise E-Filing
• Bloomberg Tax

Your tax preparer work experience bullet points

From navigating intricate tax codes to orchestrating flawless financial audits, successfully completing a job as a tax preparer is no small feat. Hiring managers know this, so there’s no better way to impress them than by highlighting your greatest successes and happiest clients.

Showcase achievements like optimizing client deductions, ensuring accuracy in tax returns, or even streamlining the audit process. 

Then, to seal the deal, add specific numbers and percentages that make it clear just how successful you were—after all, you didn’t just ensure accuracy, but you reduced errors by 78%.

• Show off your attention to detail by talking about the percentage of error-free tax returns you’ve consistently delivered.
• Highlight client satisfaction with metrics like feedback surveys, customer retention, or return customers.
• Showcase the percentage of successful audits managed without major discrepancies to show that you’re no stranger to keeping everything in order.
• Specify the average time taken to complete and file tax returns to express that you’re not just on point, but you’re also quick.

See what we mean?

• Managed a portfolio of 71 clients, delivering tax planning and advisory services that led to an average of 16% cut in tax liabilities
• Leveraged Wolters Kluwer CCH’s electronic filing feature, resulting in a $107 reduction in paper filing costs and a 92% e-filing rate
• Maintained a ledger of 546 client accounts within Zoho Books, reducing outstanding receivables by 29% with regular follow-ups and collections efforts
• Coordinated with IRS representatives to address and resolve e-filing anomalies, shrinking penalty charges for clients by 29%

9 active verbs to start your tax preparer work experience bullet points

• Implemented
• Collaborated
• Facilitated
• Streamlined

3 Tips for Writing a Tax Preparer Resume as a Beginner

• Academic achievements demonstrate your dedication to mastering tax-related concepts. As such, if you excelled in classes like Tax Accounting or Advanced Financial Reporting, make sure to mention them alongside your GPA and any extra coursework.
• If you’ve worked on tax-related projects on your own time or gained experience through internships, highlight this. Describe how you applied your knowledge in practical scenarios, whether it’s optimizing deductions for a mock client or assisting in tax audits.
• Craft a clear and concise career objective that reflects your passion for the job. Show off your desire to apply your knowledge in a practical setting and emphasize your commitment to accuracy, compliance, and client satisfaction.

3 Tips for Writing a Tax Preparer Resume as a Seasoned Professional

• Showcase memberships to organizations like the National Association of Tax Professionals (NATP) or relevant certifications you hold, such as the IRS Annual Filing Season Program (AFSP) or Certified Financial Planner (CFP). These validate both your skills and your passion for the industry. 
• Show that you’re an effective communicator with some well-placed work experience bullet points. Whether it’s resolving complex tax inquiries or providing proactive tax planning advice, emphasize that you were able to build long-lasting client relationships.
• Mention any tax-related seminars you go to, workshops you take part in, or conferences you attend to emphasize your dedication to the field and commitment to staying on top of your game.

ATS scans for relevant terms (such as IRS, audits, QuickBooks, etc) so align your skills and experiences with those in the job description . Using a clean and professional resume format without flashy graphics also helps the software read your resume effectively.

Absolutely! Always quantify your achievements, whether it’s the accuracy rate in tax returns, client satisfaction scores, or successful audit rates. These kinds of numbers add substance to your accomplishments.

Tax preparation is about clarity and accuracy, so use a resume template with a format that clearly presents your contact information, career summary , skills, work experience , and education. This makes sure that hiring managers can quickly see your qualifications and assess your suitability for the role.

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Tax Preparer Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the tax preparer job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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• Set-up files for new and existing clients and assist with completion of administrative work
• Establish rapport with clients to build working relationships and increase retention
• Manage multiple files simultaneously
• Attend internal MNP courses to further develop accounting taxation knowledge
• Update manager or engagement partner on the progress of engagements
• Provide exceptional customer service
• Develop and apply knowledge of the Canadian Income Tax Act and related legislation
• Provide feedback to managers as part of firm’s continuous improvement strategy
• Perform all work in compliance with the firm’s policies and procedures
• Training provided. Flexible working arrangements
• Help develop, build and manage client relationships
• Preplanning of duties prior to the fieldwork such as scheduling and budgeting
• Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client’s satisfaction
• A level of comfort working in a technologically-advanced, non-paper based environment
• Respond to queries raised on CT packs in a timely manner providing full responses and assisting query resolution
• Assist in tax audits
• Assist in ensuring all relevant claims and elections are made on time
• Assist in year-end consolidation process and review output
• Build relationships and interact with internal and external customers to provide excellent planning, consulting and expertise
• Assist in R&D credit claims
• Identify opportunities for process improvements
• Excellent client service orientation with an ability to handle pressure in a positive, professional manner
• Strong analytical skills to enable effective decision-making
• Working knowledge of ProSystem, Lacerte and QuickBooks
• Knowledge of basic accounting concepts involved in tax return preparation
• Ability to communicate in a professional manner
• Strong attention to detail
• Working knowledge of QuickBooks
• Are an energized professional - seeking greater responsibilities and more autonomy with clients
• Attention to detail
• Highly organized

5 Tax Preparer resume templates

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• Bachelor's Degree in related field
• Proficient with Creative Solutions of Ultra Tax
• Customer Service oriented

Fiduciary Tax Preparer Resume Examples & Samples

• 3+ years of Trust and Estate Tax Preparation experience
• Previous Tax experience (Fiduciary; Individual; Research & Planning; State & Local; Trust/Estate)
• Working knowledge of Caseware, CCH Pro System, and Prosystem
• Able to multitask efficiently and effectively

Senior Tax Preparer Resume Examples & Samples

• 3+ years of tax preparation experience from a CPA firm
• Exceptional compliance, corporate, state & local, and trust/estate tax skills
• Highly organized and attentive to detail
• 3+ years of High Net Worth Tax Compliance experience
• Previous experience with Trusts & Partnerships
• Working knowledge of BNA-CCM & BNA-RAA

Seasonal Tax Preparer Resume Examples & Samples

• Supervision of staff such as delegating, training, guiding, and reviewing
• Management of Assurance and Tax compliance needs of clients including the coordination, review and delivery of assignments and ensuring that all deadlines are met
• Proactive management of WIP and billing
• Keeping the partner informed of progress and significant issues that may arise
• Timely final delivery of statements and returns according to the Firm’s standards
• Maintaining direct communication with the clients and accounting staff throughout the year
• Completion of or working towards CA designation
• Minimum 2+ years of relevant experience
• Strong analytical, accounting and auditing skills as appropriate for the senior level
• Ability to think critically, work independently and as part of a team
• Ability to establish relationships with staff and clients

High Net Worth Tax Preparer Resume Examples & Samples

• 1-5 years of related tax experience
• Proficient in Microsoft Word, Excel and Outlook
• Working towards completion of CPA examination
• Knowledge of ProSystem, Lacerte and Quickbooks

Corporate Income Tax Preparer Resume Examples & Samples

• Bachelor Degree (Accounting or Finance preferred)
• 1+ year of Public Accounting preferred
• International Tax skills helpful
• MS or MBA a plus
• CPA or CPA Candidate or CPA Eligible are desirable
• Intermediate or Advanced MS Excel skills strongly preferred
• 2+ years of General Tax experience (Compliance and Individual); 1 + year of experience as a Tax Associate
• Microsoft Office/Suite proficient (Excel, Outlook, Word, etc.)
• Prepare tax returns in accordance with firm policies
• Provide feedback to managers as part of firm’s continuous improvement strategy
• Preparation experience preferred, but not required
• Individual tax return preparation ideal, but not required
• Excellent organizational skills and ability to pay close attention to detail
• Must be able to communicate effectively with all levels of staff from entry level to partners and work well in a team-focused environment
• Opportunity to return each year for tax season work
• Communicate directly with client when appropriate
• Other duties may be assigned
• 1-2 years tax return preparation experience preferred
• Prepare individual, non-profit, and business income tax returns
• Perform tax research where appropriate
• May perform detail review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
• Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions
• 2 or 4-year accounting degree or equivalent experience

Personal Tax Preparer Resume Examples & Samples

• Provide general support to the department in the provision of tax returns
• Liaises with the client relationship manager to ensure synergy and cohesion in client delivery
• Helps prepare and sometimes finalises accurate and timely tax return work ready for review
• Liaises with other service streams and take responsibility for collation of personal tax information when the client is a multi discipline service client
• Prepare individual tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software
• High school diploma required; Associate's or Bachelor’s degree preferred
• 1-2 years tax return preparation experience preferred. Corporate tax return preparation ideal, but not required
• Must have excellent organizational skills and be detail-oriented
• Demonstrated Microsoft Office Suite skills required. Experience with Adobe Acrobat is preferred
• Opportunity to return each year for busy season work
• Preparing almost exclusively individual, with minimal corporate, partnership and other returns, as well as preparing tax work papers
• Significant experience preparing individual returns including all IRS schedules
• Experience with ProSystems Tax, GoFileRoom, and Adobe Professional, and paperless process
• Demonstrated understanding and proper application of rules, regulations and codes of conduct of relevant governing bodies (i.e. IRS, AICPA, PICPA, State Boards of Accountancy, etc
• Ability to multi-task and work in a fast paced environment
• Strong computer skills (MS Office, Outlook, etc.) and aptitude to learning new applications
• Ability to organize work, effectively manage a variety of projects and the ability to work accurately while meeting deadlines
• Previous experience with tax processing in a CPA or professional services firm is preferred, but not required
• Previous experience related to small corporate, partnerships and individual tax
• Liaise and correspond professionally with clients and colleagues
• Compute taxes owed and prepare tax returns ensuring compliance with government standards for personal, small business and/or farms
• Compile and organize client records
• 6 months to 1 year of tax experience is preferred
• Previous experience or exposure to a variety of complex tax returns
• Bachelors' degree in accounting or currently in pursuit of an accounting degree
• Positive/team oriented approach
• Computer skills including Microsoft Suite and tax preparation software

Seasonal Individual Tax Preparer Resume Examples & Samples

• Prepare individual income tax returns utilizing information provided by clients by reviewing client information and inputting into tax preparation software
• Secure all information required to prepare a complete and accurate tax return in accordance with firm policies
• Refer complex tax issues to manager for advice and counsel
• Must have good organizational skills and be detail-oriented
• Previous experience as an individual income tax preparer is preferred
• Candidate should be available to start early February to continue through mid-April
• Position offers flexibility with regards to hours (30-40 hours a week)
• Knowledge of ProSystems income tax preparation software is a plus

Lead Tax Preparer Resume Examples & Samples

• Assists Trust Tax Outsourcing Manager with day to day activities of overseeing team to ensure: 1) generation and filing of returns during tax season 2) review of transactions during off season and 3) meeting/exceeding client expectations
• Monitors quality control of assigned accounts for accurate tax preparation
• Answering client tax related questions pertaining to the tax information prepared by this team
• Provide various reports to client as needed
• Communicating with clients during year on deadlines and deliverables
• Assist with establishing processes for servicing customers
• Meet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparers
• Recommend and participate in training plans for new and existing employees on tax law changes, internal procedures, and new system enhancements
• Collaborate with various internal departments such as Product Management, Support and Service, Development, Marketing ,and Sales as needed
• Mentoring and coaching team members on our services and the attention needed to our clients
• Handle multiple engagements and responsibilities at the same time making sure each client receives the same level of service
• As position evolves may have direct oversight for a group of tax preparers
• CPA or EA Certification
• Experience preparing tax returns for individuals and small businesses
• Tax research skills
• Prepare concise tax returns for a variety of small business clients from individual to partnership to corporations
• Deliver quality client service (internal staff/external clients) and value while establishing and maintaining strong client relationships
• 3+ years experience in client tax preparation
• Flexibility to work extended hours during the tax season
• Proficient in Microsoft Office Suite inclusive of Outlook
• Proficiency in ProSystem FX tax software
• 5+ years of varied Tax preparation experience
• Bachelor's Degree in Accounting, Taxation and/or a related field
• Working knowledge of Pro FX Tax software
• Previous tax assembly experience preferred
• Ability to take direction and switch gears quickly
• Good data entry skills
• Researching tax related questions and issues while responding to clients appropriately and within a timely manner
• Maintaining a positive and professional image at all times
• Providing IRS Audit Support
• General administrative duties and assistance as needed
• High School Diploma or equivalent (GED), required
• PTIN License Required
• General bookkeeping or accounting knowledge preferred
• Computer literate, familiar with Microsoft Excel and QuickBooks a must
• Strong accuracy, attention to detail and organizational skills
• Ability to work independently and self-organize / prioritize ones work
• Experience in Preparing complex individual tax returns
• Experience using Tax Software
• Responsible for preparing complete and accurate tax returns while delivering outstanding customer service
• Compute taxes owed and prepare personal and corporate tax returns (and other tax compliance slips) ensuring compliance with government standards
• Prepare year-end tax forms (T4s and T5s)
• Investigate and correct discrepancies/ irregularities in financial entries, documents and reports
• Respond to client questions and queries

Corporate Tax Preparer Resume Examples & Samples

• Work closely with the Corporation Tax Manager, and Corporate Tax personnel within the Group Tax team to gain efficiencies and drive best performance within the department
• Deliver a full range of tax services in compliance with laws and regulations within timeframe, in relation to Corporation Tax
• Prepare and complete year end tax packs for submission to Group Tax
• Assist in the transition from COINS to Oracle/Hyperion
• Assist in the automation of Hyperion reports and consolidation process
• Assist in R&D credit claims
• Ensure that all tax reports, checklists, backup, tax packs etc are uploaded to tax archive
• Other reasonable duties including tax planning as and when required
• Proven working experience within a Corporate Tax role in a professional environment
• Previous experience in accounting processes, experience in a range of accounting areas, financial computer systems and knowledge of accounting legislation
• Experience of CT within group context, involving appreciation/experience of worldwide debt cap, Joint Amended Returns, Transfer Pricing, year-end tax reporting, R&D credit claims
• Excellent knowledge of tax accounting and tax compliance and ability to understand and work through complex tax positions in relation to Corporation Tax, and all types of tax would be beneficial but not essential
• Knowledge of tax software (Thomson OneSource) and MS Office
• Experience of working effectively with Record to Report functions or other core financial processes in a Shared Service Centre environment of a complex business
• Proficient in MS Office applications (particularly Excel intermediate level required)
• Analytical skills with detail orientation
• Collaborative, able to work with and through others as part of a team, trustworthy and self-motivated
• Must be a licensed Enrolled Agent, CPA or JD, with current PTIN
• Experience preparing federal and state individual (1040) tax returns
• Ability to research tax topics and explain tax concepts to taxpayers
• Experience using TurboTax software a plus
• Must be willing to communicate with customers via phone and video call
• Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
• Required PTIN eligibility
• Qualified applicants must be self-starters and computer literate

Experienced Form Tax Preparer Resume Examples & Samples

• Preparation of individual income tax returns utilizing information provided by clients, including the review of client information, and the inputting the client data into our tax preparation software
• Securing all information required to prepare a complete and accurate tax return in accordance with firm policies
• Compliance with our firm written tax practice standards and firm 1040 procedures
• Associate’s or Bachelor’s degree required
• 2 or more years of recent tax return preparation experience required
• Availability to work extended hours February through mid-April and September through mid-October
• Training provided. Flexible working arrangements available
• Opportunity to join our team full time, or to work seasonally
• Extremely competitive compensation and benefits package, commensurate with experience

Seasonal Tax Preparer / Reviewer Resume Examples & Samples

• Review tax returns for a variety of small business clients from individual to partnership to corporations
• Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current tax trends
• Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client’s satisfaction
• 4+ years experience in client tax preparation
• Flexibility in working hours during the tax season
• Excellent time management skills, including planning, organizing, and prioritizing
• Computer proficiency and effectively applying technology tools in assigned areas
• Recent experience working in public accounting
• Proficiency in ProSystem FX tax software or similar

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Tax Preparer resume examples & templates

Choosing the right resume format for a tax preparer

Include your contact information, make use of a summary, outline your tax preparer work experience: highlight your capital gains , include the relevant key skills that make you a great tax preparer, detail your education & relevant tax preparer certifications, pick the right resume layout and design for a tax preparer resume, what type of salary you can expect in tax preparation.

A tax preparer resume is like a perfectly completed 1099 form that nets you a refund. You’ve planned well and now it’s time to reap the rewards: a quicker path to your next job. Without the proper documentation, a tax filing will be delayed and possibly rejected, the same could happen with a resume that isn’t well prepared. 

How can a resume get you there? By stating your case with all the proper calculations. 

A resume is your pitch for employment. If one of your clients is audited, you make your best impression with all the necessary documents neatly organized and looking your professional best. You’re ready to make your case. Your resume stands in your stead for that first impression when you seek an interview.

Resume guide for a tax preparer resume

File early with help from Resume.io. Our guides and resume examples cover over 500 professions, and our resume builder makes creating a compelling resume easier than ever.

This resume guide and corresponding car sales resume example will cover the following:

How to write a tax preparer resume

• Choosing the right resume format for tax preparation
• How to add your contact information
• Using summaries
• Adding your tax preparer experience
• Listing education and relevant experience
• Picking the right resume design/layout
• What the tax preparer market looks like and what salary you can expect

When a client comes to you, you give them a checklist of documents you need to do your best job. This is your outline. A resume for a tax preparer also has an outline. It is the sections you need to include. Your resume should contain the following elements:

• The resume header
• The resume summary (aka profile or personal statement)
• The employment history section
• The resume skills section
• The education section

Tax preparation follows a formula but requires finesse and decision-making. Apply these skills and systems to the creation of your resume. Your goal is to persuade an employer that you are the right tax preparer for the job by developing a narrative of success in a one-page document. But to do that, you need to know what each job entails and what each employer seeks. This formula will help you show that you have what it takes:

• Focus on accomplishments instead of responsibilities. Saying “Responsible for preparing client taxes” doesn’t add very much. That is just a job description. Answer what you did for clients as you prepared their taxes or what value you added to your employer’s accounting firm.
• Personalize your tax preparer resume. Not all jobs are the same and not all employers are looking for the same talents. Aim your job application at each job by adopting the tone and style as well as putting the emphasis on skills mentioned in the job listing.
• Choose a resume template that reflects professionalism and detail-orientation without looking stilted.
• Make the most of keywords and phrases to slip through the ATS filter .

Optimize for the ATS

Most employers, except for very small businesses, use some form of applicant tracking system that scans, sorts and ranks resumes. Any time you apply online, you are inputting your data into an ATS. Algorithms based on keywords and phrases the employer pegged to the job rank your resume and decide whether it will get passed on to HR.

The best way to boost your chances is to analyze the job listing and insert those all-important attributes into your tax preparation resume. Here’s an example:

The job description mentions the following:

• Work with clients to gather financial information and assess tax liabilities.
• Prepare individual and business tax returns.
• Understand and stay up-to-date on all tax laws and regulations.
• Identify opportunities for tax planning and recommend strategies to minimize tax liabilities.

Your summary may say:

Tax preparer experienced in working with clients to prepare both individual and business tax returns. Deep knowledge of tax law and regulations adept at assisting clients in gathering financial information and recommending strategies to minimize tax liabilities.

Tax preparation is a detail-oriented job that doesn’t allow for error. A resume for a tax preparer needs to echo those traits by being  straightforward, professional, and clear.

The best format for most resumes, including tax preparation, is reverse chronological order .  Within your employment history section, you begin with your most recent position and work your way back, showing a history of your work progression. Below is an example of this format.

If you are beginning your tax preparation career, either right out of training or school, or you have made a career change , you may do better with alternative formats, such as the functional format . This format focuses more on skills and less on employment history.

Our resume builder offers expertly-designed templates in all formats. Choose the format and design that best illustrates your career progression and professional style. Our resume examples will help you decide which works for you.

The design for a tax preparer resume should be organized, neat and clean. We suggest a template from either our simple or professional categories.

Data and details reign supreme in the world of the tax filing. One wrong number can throw everything off. Take the same care with your contact information, the key to allowing recruiters to easily reach you to schedule an interview.

The header of your tax preparer resume highlights all your pertinent data. Here’s what we mean by pertinent:

• Full name and desired title . List your first and last name. Use the title of the role you are pursuing.
• Professional email address . Avoid using your work email address unless you want your current employer to know you’re in the hunt for a new job. Instead, use a professional format such as [email protected] .
• Phone number . List a number where you can be readily contacted, ensuring you have a  professional voicemail greeting.
• Address . By this, we mean only your city and state . Including your street address is outdated and can lead to identity theft in the wrong hands. Note 'Willing to Relocate' here if applicable.
• LinkedIn . If your LinkedIn profile is active, relevant, and shows your client base and professional network, include it here.

Don’t include:

• Date of birth . Not necessary and could potentially lead to age discrimination .
• Personal details . Marital status, social security number, passport number , etc.
• A photo of yourself . The way you look is not relevant and HR personnel are fastidious in avoiding the appearance and bias.

Francisca Menoni

[email protected]

404/394-6051

Madison, WI

Francisca “Franni” Menoni

552 Adderbury Lane

Madison, WI 53711

Your first task as a tax preparer is to put your clients at ease. You’re about to access their sensitive financial information and advise them in a process that could save them hundreds or thousands of dollars or land them in trouble with the tax man.

A tax preparer resume summary has to radiate confidence, competence and discretion while simultaneously exciting the recruiter about your diligence, depth of knowledge and excellent customer service abilities—all in two or three sentences. 

Active language and a confident tone should underlie your entire document, but make use of it here to answer the most important job hunt question: Why should we hire you?

Resorting to repeating information found within your employment history is a waste of space and a less-than-convincing argument. Instead, describe your career as a whole, your professional demeanor or the way you approach difficult clients or situations. Add in your biggest success to intrigue the recruiter. 

For example: 

• During routine review of past tax filings from former preparer, discovered error that netted client $10,000+.

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You can find adaptable tax preparer resume example summaries below:

Recent graduate with accounting degree, with experience assisting in a tax preparation office during tax season. Theoretical knowledge and additional practical skills gained through coursework and internships. Strong understanding of tax laws, regulations, and compliance requirements. 

Seasoned tax preparer with proven ability to provide strategic tax planning advice to clients, identify opportunities for tax savings and ensure adherence to regulatory requirements. Adept at navigating complex tax codes, regulations, and compliance requirements. Reduced client audits by 15% with streamlined review process. 

Accomplished tax preparer with demonstrated leadership in managing complex tax scenarios, fostering team collaboration, and delivering superior client satisfaction. Client retention rate of 99% over 10 years’ experience. Ability to navigate intricate tax regulations, optimize financial strategies, and provide valuable insights to enhance overall financial performance.

Start here with your most recent position. Why? HR personnel are most interested in the heights you have reached so far when they look through your tax preparer resume. Work your way back about 10-15 years including relevant work history.

Each bullet point describes a career accomplishment beginning with an action verbs such as prepared, organized, calculated, advised, managed, reviewed, audited or filed. Follow that with how you did it and what you accomplished. Try the STAR method: Situation, Task, Action, Result as a structure for your entries.

To create an impressive case, quantify and use detail whenever possible. An uninspired tax preparer employment listing may look like this:

• Gathered documents and information.
• Prepared tax returns for clients.
• Reviewed each year’s new tax laws and regulations.
• Met with clients to review taxes.

These basic statements don’t give recruiters any idea of what you can do to ease the burden on the tax accountancy firm as April 15 approaches. They are too generic and don’t address the needs of the company.

Instead, consider your overall performance in each job and any specific, noteworthy achievements. If the job listing calls for a specialist in customer service, for example, make sure at least one of your bullet items describes your customer service success.

There’s a much better way to illustrate that you performed those basic tax preparation duties. Here’s how to include those responsibilities in an achievement-based list:

• Requested, input and reviewed all documents and information necessary for 250 clients per tax season.
• Ensured timely and accurate filing of all client tax returns without missing deadline for 4 years running.
• Advised clients on tax savings strategies, leading to an average of 10% reduction in tax liability.

Take a look at the tax preparer employment history resume sample below:

Tax Preparer at H&R Block, Houston  January 2021 - Present 

• Prepare and file individual and small business tax returns using ProSeries and TaxWise software
• Review and analyze client documents to ensure accurate and complete tax returns
• Provide tax advice and guidance to clients based on their specific financial situations
• Maintain up-to-date knowledge of tax laws and regulations
• Consistently meet or exceed weekly and monthly sales targets

Jackson Hewitt Tax Service at Tax Associate, Houston  November 2019 - December 2020 

• Prepared individual tax returns using ProSeries software
• Reviewed client documents and conducted interviews to gather necessary information
• Ensured accurate calculation of tax liabilities and refunds
• Provided excellent customer service and tax advice to clients

How to write a tax preparer resume with no experience

What skills do you have that make you a candidate for a tax preparation job? Focus on these as you create your first resume for a tax preparer.

A hybrid format allows you to emphasize that bachelor’s degree in tax accountancy that you just earned (or your certification in tax preparation). Include specific classes and any advanced work you have completed.

Although these jobs may not be related, if you are entering the full-time job market for the first time, you should include any summer, part-time, internship or volunteer jobs that show you are responsible, understand time management and can function in a work environment.

Keep in mind that recruiters understand that everyone starts somewhere, so present yourself as a quick learner eager to begin your career who has basic skills and knowledge of tax preparation.

The skills section of your tax preparer resume is a carefully curated combination of the hard and soft skills highlight your talents for the job. Hard skills are those you learned in school or in a tax preparation certification course. 

Don’t neglect abilities such as accounting and math skills, knowledge of tax law, accounting software such as TaxSlayer Pro, Intuit ProConnect Tax, or any others you are proficient in, especially if mentioned in the job listing. 

Tax preparers deal directly with customers, so your soft skills are important. Aside from customer service , you need communication skills , discretion and diplomacy.

The resume builder offers several pre-written key skills to choose from with proficiency ranges you can set. You can also write in your skills.

Here’s what the skills box looks like in our car sales resume template. 

Key Skills and Proficiencies

Simply listing your skills in this section without backing them up with more detailed resume examples and descriptions is not enough. As you write your work history and summary, consider how best to include skills such as:

• Attention to detail by describing a time that you caught an error or noticed a subtle change in the law
• Client services by detailing your rate of referrals from current clients
• Tax planning advice by explaining how you assist clients in limiting their tax liability by making sound financial decisions.

Get specific

The summary section is an easy place to swap out one skill for the other to focus on what each employer seeks. Review the job listing and match attributes to the keywords and phrases with it. This will also improve your chances against the ATS and show the recruiter that you understand the job requirements and have what it takes to make a contribution.

Tax preparers do not need a college degree; a high school diploma, but they do need to complete a tax preparer course; however, a bachelor’s degree in accounting will open more doors. List any degrees in the education section of your tax preparer resume.

If you want to work in California, Connecticut, Maryland, Nevada, New York or Oregon, you also need a license from the state. That license should also be listed here.

Many tax preparers are CPAs (certified public accountants). They have at least a bachelor’s degree and have passed the Uniform CPA Exam .

Other options for this section include:

• Professional development . Tax preparers must stay current with all changes in tax law and regulations. Taking a class or seminar is one way to show that you’re dedicated to this task.
• Certifications . If you are an IRS enrolled agent of a CPA list that credential.
• PTIN . Include your IRS-issued preparer tax identification number.

If you are applying for your first tax preparer position, consider moving your education above your employment history since it will better demonstrate your qualifications for the job.

Associate of Applied Science, Houston Community College, Houston  May 2019

If a client comes to your office, you want to make sure they are entering an environment of competent professionalism. No files piled high on your desk or confidential information open on your computer. Attention to the task at hand without any distraction.

The layout and design for your tax preparer resume needs to present the same quiet confidence and attention to detail. That means no formatting errors, spelling or grammatical mistakes or a too casual or stilted tone or style.

Clean lines, legible fonts and bold section headings will serve you well. A bit of a design flourish in your header will get the attention of the hiring manager without signaling that you are a bit too frivolous for this serious and detail-oriented position. If you want to add a splash of color, keep it to a minimum and avoid any hue that’s too bright. Tax law is serious business.

For tax preparers, we recommend one of our resume templates in the professional or modern category. These field-tested designs will accelerate your entry into the job market by providing the formatting (and a built-in spell checker) for you while offering the flexibility of personalization.

Tax preparer text-only resume example

Certified Tax Preparer with 3+ years of experience in preparing individual and small business tax returns. Dedicated to providing accurate and timely tax preparation services while ensuring compliance with federal and state tax laws.

Employment history

• Proficient in ProSeries
• Excellent attention to detail
• Effective communication
• Customer service skills
• TurboTax software

Tax preparers earn a median hourly wage of $26.85, or $55,840 annually. The bottom 10% earn $13.31 or $27,680, while the top 10% earn $46.45, or $96,610, according to U.S. labor bureau statistics . These numbers exclude accountants and auditors.

Key takeaways for building a tax preparer resume

The best resumes for a tax preparer will present confidence, knowledge and customer service ability throughout each section.

Enhance your employment history section by creating bullet items that tout your successes instead of listing your responsibilities.

The skills section is an easy opportunity for personalization, but it is far from the only section in which you should focus on your skills.

Put the whole thing together with the online resume builder to make your life easier and the job application process faster!

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• Tax Preparer Resume Example

Resume Examples

• Common Tasks & Responsibilities
• Top Hard & Soft Skills
• Action Verbs & Keywords
• Resume FAQs
• Similar Resumes

Common Responsibilities Listed on Tax Preparer Resumes:

• Prepare and file individual, corporate, and partnership tax returns
• Analyze financial information to determine tax liability
• Research and interpret tax laws and regulations
• Identify and maximize tax credits and deductions
• Prepare and review estimated tax payments
• Respond to IRS inquiries and notices
• Prepare tax projections and forecasts
• Prepare and review quarterly and year-end tax reports
• Assist clients with tax planning and compliance
• Develop and maintain relationships with clients
• Stay current on changes in tax laws and regulations
• Provide tax advice and guidance to clients

Speed up your writing process with the AI-Powered Resume Builder . Generate tailored achievements in seconds for every role you apply to. Try it for free.

Tax Preparer Resume Example:

• Developed and implemented tax planning strategies for high net worth individuals, resulting in a 15% reduction in tax liability and a 20% increase in client satisfaction.
• Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients.
• Provided expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
• Managed a portfolio of 50+ corporate clients, preparing and filing their tax returns accurately and on time, resulting in a 95% client retention rate.
• Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.
• Provided ongoing tax planning and compliance advice to clients, resulting in a 10% increase in overall client satisfaction.
• Prepared and filed individual, corporate, and partnership tax returns for 200+ clients, ensuring compliance with all tax laws and regulations and achieving a 99% accuracy rate.
• Conducted regular tax projections and forecasts for clients, resulting in a 15% increase in tax savings and a 20% increase in client satisfaction.
• Stayed up-to-date on changes in tax laws and regulations, providing timely and accurate advice to clients and ensuring compliance with all new requirements.
• Tax planning and strategy development
• Tax law research and analysis
• Tax credit and deduction maximization
• IRS audit guidance and support
• Corporate tax return preparation and filing
• Client relationship management
• Tax compliance advice
• Individual and partnership tax return preparation
• Tax projections and forecasting
• Knowledge of current tax laws and regulations
• Attention to detail and accuracy
• Time management and organization
• Strong communication and interpersonal skills
• Problem-solving and critical thinking
• Adaptability and ability to stay current with industry changes

Top Skills & Keywords for Tax Preparer Resumes:

Hard skills.

• Tax Law Knowledge
• Tax Preparation Software Proficiency
• Financial Analysis
• Attention to Detail
• Communication Skills
• Organization and Time Management
• Customer Service
• Accounting Principles
• Research and Investigation
• Problem Solving
• Compliance and Regulations

Soft Skills

• Analytical Thinking
• Time Management and Prioritization
• Communication and Interpersonal Skills
• Customer Service Orientation
• Adaptability and Flexibility
• Problem Solving and Critical Thinking
• Ethics and Integrity
• Organization and Planning
• Teamwork and Collaboration
• Stress Management
• Technical Aptitude and Computer Skills

Resume Action Verbs for Tax Preparers:

• Communicated

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Resume FAQs for Tax Preparers:

How long should i make my tax preparer resume, what is the best way to format a tax preparer resume, which keywords are important to highlight in a tax preparer resume, how should i write my resume if i have no experience as a tax preparer, compare your tax preparer resume to a job description:.

• Identify opportunities to further tailor your resume to the Tax Preparer job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for Tax Preparers:

Tax accountant, tax advisor, tax analyst, tax associate, tax consultant, tax manager, senior tax accountant.

• • Managed a team of 10 tax professionals, effectively coordinating tax projects to align with strategic company objectives, achieving a 15% increase in client retention.
• • Spearheaded the implementation of a digital tax workflow system that enhanced data accuracy and client reporting, leading to a 20% growth in tax filing efficiency.
• • Orchestrated tax planning strategies for high-net-worth individuals, resulting in an average of $1M in saved taxes per client annually.
• • Directed over 500+ personal and business tax returns annually with a focus on compliance and optimization, contributing to the company's reputation as a market leader.
• • Conducted intricate business tax return reviews, successfully identifying and correcting errors that saved on average $250k in potential fines each year.
• • Pioneered a tax education program for new clients which significantly increased customer understanding and satisfaction by 30%.
• • Delivered comprehensive tax planning and advisory services to over 300 small business clients, fostering long-term relationships and a 95% client retention rate.
• • Facilitated advanced tax research, interpreting complex tax laws that guided strategic planning and compliance efforts for diverse portfolios.
• • Instrumental in recovering $700k in overpaid taxes through meticulous audit procedures and persistent negotiations with tax authorities.
• • Developed and maintained tax provision schedules for clients, ensuring all were compliant with the ever-evolving tax legislation.
• • Produced and reviewed accurate quarterly tax projections to assist clients with effective cash flow management.
• • Conducted in-depth reviews of financial statements and tax returns, identifying key areas for tax savings for clients.
• • Assisted in the preparation of over 200 business tax returns, resulting in an average of $500k annual tax savings for clients.
• • Collaborated closely with clients to gather and analyze financial data to prepare for dispute resolutions with the IRS.
• • Utilized extensive knowledge of tax software to streamline the tax preparation process, cutting preparation time by 25%.

5 Tax Preparer Resume Examples & Guide for 2024

A Tax Preparer handles the preparation and filing of tax returns, ensuring compliance with tax laws and maximizing client benefits. Your resume should highlight your experience with tax software, knowledge of current tax regulations, and your ability to communicate complex financial information clearly. Include skills such as attention to detail, analytical thinking, and proficiency in accounting principles. Mention successful client relationships and any instances of optimizing tax returns, which will demonstrate your effectiveness in the role.

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Key Takeaways

As a tax preparer, you might struggle with effectively showcasing your detailed-oriented nature and extensive knowledge of tax legislation on your resume. Our guide provides targeted advice to help you highlight your expertise and precision, ensuring that potential employers recognize your valuable skill set.

• Incorporate tax preparer job advert keywords into key sections of your resume, such as the summary, header, and experience sections;
• Quantify your experience using achievements, certificates, and more in various tax preparer resume sections;
• Apply practical insights from real-life tax preparer resume examples to enhance your own profile;
• Choose the most effective tax preparer resume format to succeed in any evaluation process.
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The ultimate formula for your tax preparer resume format

Our best advice on how to style your tax preparer resume is this - first, take the time to study the job advert requirements.

The resume format you select should ultimately help you better align how your experience matches the specific role.

There are four crucial elements you need to thus take into consideration:

• How you present your experience. If you happen to have plenty of relevant expertise, select the reverse-chronological resume format to organize your experience by dates, starting with the latest.
• Don't go over the top with writing your resume. Instead, stick with a maximum of two-page format to feature what matters most about your profile.
• Headers aren't just for "decoration". The header of your resume helps recruiters allocate your contact details, portfolio, and so much more.
• The PDF format rules. It's the most common practice to submit your tax preparer resume as a PDF so that your resume doesn't lose its layout. However, make sure the read the job well - in some instances, they might require a doc file.

Upload & Check Your Resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

Listing your relevant degrees or certificates on your tax preparer resume is a win-win situation. Not only does it hint at your technical capabilities in the industry, but an array of soft skills, like perseverance, adaptability, and motivation.

Essential sections that should make up your tax preparer resume include:

• The header - with your contact details (e.g. email and telephone number), link to your portfolio, and headline
• The summary (or objective) - to spotlight the peaks of your professional career, so far
• The experience section - with up to six bullets per role to detail specific outcomes
• The skills list - to provide a healthy mix between your personal and professional talents
• The education and certification - showing your most relevant degrees and certificates to the tax preparer role

What recruiters want to see on your resume:

• Demonstrated knowledge of tax laws and regulations, mentioning specific tax codes or types of tax returns prepared
• Detail-oriented skills, with emphasis on accuracy and minimizing errors in tax preparation
• Proficiency with tax preparation software, such as TurboTax, H&R Block, or specific professional tax preparation tools like Drake or ProSeries
• Experience with a variety of tax situations, including complex personal returns, small business taxes, or industry-specific tax issues
• Credentials such as Certified Public Accountant (CPA) or Licensed Enrolled Agent (EA), or completion of tax-related courses and certifications

Adding your relevant experience to your tax preparer resume

If you're looking for a way to show recruiters that your expertise is credible, look no further than the resume experience section.

Your tax preparer resume experience can be best curated in a structured, bulleted list detailing the particulars of your career:

• Always integrate metrics of success - what did you actually achieve in the role?
• Scan the tax preparer advert for your dream role in search of keywords in the job requirements - feature those all through your past/current experience;
• Dedicate a bullet (or two) to spotlight your technical capabilities and how you're able to use the particular software/technology in your day-to-day roles;
• Write simple by including your responsibility, a job advert keyword or skill, and a tangible outcome of your success;
• Use the experience section to also define the unique value of working with you in the form of soft skills, relevant feedback, and the company culture you best thrive in.

Industry leaders always ensure that their resume experience section offers an enticing glimpse at their expertise, while telling a career narrative. Explore these sample tax preparer resumes on how to best create your resume experience section.

• Regularly prepared over 350 tax returns each tax season with a focus on individual and small business clients, increasing client retention by 30%
• Leveraged advanced tax software to streamline the preparation process, decreasing average preparation time by 15%
• Implemented a client education program that assisted clients in understanding tax obligations and potential deductions, enhancing customer satisfaction scores by 25%
• Managed tax compliance for a diverse clientele, ensuring adherence to the latest federal and state regulations
• Facilitated quarterly training sessions for new tax associates, contributing to a 20% improvement in accuracy on first-time filings
• Negotiated with the IRS on behalf of clients, successfully reducing owed amounts by 10% on average through effective communication and reasoning
• Conducted thorough reviews of financial records and achieved a 98% accuracy rate in income tax return filings
• Pioneered a digital archiving system for client tax documents, cutting down document retrieval times by 40%
• Orchestrated a client transition to cloud-based accounting solutions, leading to a 20% reduction in document processing costs
• Specialized in tax research and analysis for complex tax issues, providing detailed reports that guided strategic decision-making
• Collaborated across departments to prepare accurate financial statements and reports for annual audits
• Assisted in the training of junior preparers in tax law changes, resulting in an increase in team efficiency by 10%
• Increased the firm's small business client base by 25% through targeted marketing and exceptional service
• Developed tax planning strategies for clients, which on average, led to a 15% decrease in their yearly tax liabilities
• Mitigated audit risks by conducting pre-emptive internal reviews and maintaining thorough documentation on tax filings
• Administered the end-to-end tax preparation process for over 200 real estate investors, ensuring optimal compliance
• Co-created a proprietary tax deduction checklist tailored to freelance professionals, increasing user engagement by 40%
• Maintained an error rate of less than 1% through meticulous attention to detail and regular training in current tax laws
• Provided expert tax advice to medium-sized businesses, leading to an improved financial performance for 85% of those clients
• Spearheaded a departmental revamp of the electronic filing system that increased operational efficiency by 35%
• Developed and maintained strong professional relationships with clients, which resulted in a 20% year-over-year growth in client base
• Advised clients on tax-saving opportunities and investment strategies, leading to an average of 22% return on investments for clients
• Handled the complex tax situations of expatriates, ensuring compliance with both US and international tax standards
• Optimized record-keeping processes for client tax information, resulting in enhanced data integrity and faster access to historical data
• Orchestrated the tax preparation process for high-net-worth individuals, customizing strategies to minimize liabilities
• Authored a monthly tax newsletter for clients, providing insights into tax law changes and planning opportunities
• Successfully represented 50+ clients in IRS audits, with a successful resolution rate of 98%
• Integrated cutting-edge tax software to optimize workflow and reduce errors in tax return processing for our clientele
• Led a cross-functional team to evaluate tax efficiency for corporate mergers and acquisitions, advising on tax impacts and opportunities
• Authored a comprehensive guide on state-specific tax credits leading to client savings of over $500,000 annually

Quantifying impact on your resume

• Detail the number of tax returns prepared annually to demonstrate volume-handling capabilities.
• Highlight the amount of money saved for clients through strategic tax planning and credits to show financial impact.
• Specify the types of clients serviced (individuals, small businesses, corporations, etc.) and quantify the client base to establish the scope of your expertise.
• Mention any increases in client satisfaction ratings or growth in client retention rates to illustrate customer service proficiency.
• Include the size of the average tax refund achieved for clients to emphasize your effectiveness in maximizing client benefits.
• Quantify the accuracy rate of tax return filing to showcase attention to detail and reliability.
• List the number of audits successfully resolved to convey your problem-solving abilities and experience.
• Provide the percentage of compliance with updated tax laws and regulations to demonstrate ongoing professional development and dedication to excellence.

Action verbs for your tax preparer resume

No relevant experience - what to feature instead

Suppose you're new to the job market or considering a switch in industry or niche. In such cases, it's common to have limited standard professional experience . However, this isn't a cause for concern. You can still craft an impressive tax preparer resume by emphasizing other sections, showing why you're a great fit for the role:

• Emphasize your educational background and extracurricular activities to demonstrate your industry knowledge;
• Replace the typical experience section with internships or temporary jobs where you've gained relevant skills and expertise;
• Highlight your unique skill set, encompassing both technological and personal abilities;
• Showcase transferable skills acquired throughout your life and work experiences so far.

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• Perfecting the Education Section on Your Resume

If you happen to have some basic certificates, don't invest too much of your tax preparer resume real estate in them. Instead, list them within the skills section or as part of your relevant experience. This way you'd ensure you meet all job requirements while dedicating your certificates to only the most in-demand certification across the industry.

Popular tax preparer hard skills and soft skills for your resume

Apart from assessing your professional expertise, recruiters are on the lookout for whether your skills align with the job.

Your profile would thus be assessed in regard to your:

• Hard or technical skills - your ability to perform on the job using particular technologies or software
• Soft skills - how you adapt, communicate, and thrive in different environments.

Both types of skills - hard and soft skills - are important for your resume, so make sure to create a dedicated skills section that:

• Lists up to five or six skills that align with the job advert.
• Integrates vital keywords for the industry, but also reflects on your personal strengths.
• Builds up further your skills with an achievements section within which you explain what you've achieved thanks to using the particular skill.
• Aims to always quantify in some way how you've used the skill, as it's not enough to just list it.

What are the most sought out hard and soft skills for tax preparer roles?

Check out the industry's top choices with our two dedicated lists below:

Top skills for your Tax Preparer resume:

Proficiency in tax preparation software (e.g., TurboTax, H&R Block)

Knowledge of federal and state tax laws

Experience with bookkeeping and accounting principles

Ability to perform tax calculations and projections

Familiarity with IRS forms and documentation

Data entry and management skills

Proficiency in Microsoft Excel and spreadsheets

Understanding of financial statements and reporting

Knowledge of tax credits and deductions

Experience with electronic filing (e-filing)

Attention to detail

Strong analytical skills

Excellent communication skills

Time management and organizational skills

Ability to work under pressure

Problem-solving skills

Customer service orientation

Ethical judgment and integrity

Adaptability to changing regulations

Team collaboration skills

The more time and effort you've put into obtaining the relevant certificate, the closer to the top it should be listed. This is especially important for more senior roles and if the company you're applying for is more forward-facing.

The tax preparer resume sections you may underestimate: certifications and education

Your education and certifications provide insight into both your technical capabilities and personal attributes, such as perseverance. When crafting your tax preparer resume, consider how you present these elements:

• For your higher education degrees , prioritize listing those most relevant to the job or indicative of your academic dedication;
• Include applicable coursework as a stand-in for relevant experience or if it might impress recruiters;
• Include incomplete higher education only if it's pertinent to meeting job requirements;
• If your degree is from a renowned university, mention how often you made the Dean's list to underline academic excellence.

Regarding certifications, it's not necessary to list all of them. Instead, match up to three of your most recent or significant certificates with the technical skills required in the job description.

Below, we've selected some of the top industry certifications that could be vital additions to your tax preparer resume.

The top 5 certifications for your tax preparer resume:

• Enrolled Agent (EA) - Internal Revenue Service (IRS)
• Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA)
• Annual Filing Season Program (AFSP) - Internal Revenue Service (IRS)
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
• Accredited Tax Advisor (ATA) - Accreditation Council for Accountancy and Taxation (ACAT)

Showcase any ongoing or recent educational efforts to stay updated in your field.

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Should you write a resume summary or an objective?

No need to research social media or ask ChatGPT to find out if the summary or objective is right for your tax preparer resume.

• Experienced candidates always tend to go for resume summaries. The summary is a three to five sentence long paragraph that narrates your career highlights and aligns your experience to the role. In it you can add your top skills and career achievements that are most impressive.
• Junior professionals or those making a career change, should write a resume objective. These shouldn't be longer than five sentences and should detail your career goals . Basically, how you see yourself growing in the current position and how would your experience or skill set could help out your potential employers.

Think of both the resume summary and objective as your opportunity to put your best foot forward - from the get go - answering job requirements with skills.

Use the below real-world tax preparer professional statements as inspiration for writing your resume summary or objective.

Resume summaries for a tax preparer job

• With over 15 years of dedicated experience as a CPA and a proven track record of success, including reducing a firm's tax liabilities by 25%, I am an adept tax preparer skilled in complex tax filing procedures, compliance, and strategic planning, seeking to leverage meticulous attention to detail and deep knowledge of tax regulations in aiding clients to optimize their financial outcomes.
• Detail-oriented financial analyst with comprehensive experience in budgeting and strategic forecasting looking to transition into tax preparation, bringing a fresh perspective along with strong analytical skills and a commitment to accuracy in dealing with financial data and regulatory tax requirements.
• Seasoned customer service manager with a decade of experience in a fast-paced retail environment, aiming to apply exceptional organizational skills and a passion for helping others to a new career path in tax preparation, eager to learn tax laws and provide top-tier financial services.
• Former educator with 8 years of experience in facilitating learning and promoting critical thinking, now seeking to apply transferable skills such as clear communication, problem-solving, and ongoing professional development to assist clients with their tax preparation needs and navigate the complexities of tax legislation.
• As a recent finance graduate with a strong foundation in accounting principles and tax-related coursework, I am enthusiastic about beginning a career in tax preparation, aiming to utilize my strong quantitative skills and proficiency in tax software to help clients achieve financial compliance effortlessly.
• Eager to take the first step into the financial services industry, I am a highly motivated individual armed with a comprehensive understanding of tax codes from recent university studies, and I am passionate about deploying my analytical abilities and detail-oriented nature in a dynamic environment aiding clients with their tax preparation and planning strategies.

Bonus sections for your tax preparer resume

Looking to show more personality on your tax preparer resume? Then consider including a couple of extra sections.

They'd benefit your application by highlighting your most prominent:

• Industry recognitions ;
• Community efforts ;

Key takeaways

• The layout of your resume should take into consideration your professional background while integrating vital sections and design elements;
• Highlight your most pertinent achievements for the role all through different sections;
• Be very specific when selecting your certifications, hard skills, and soft skills to showcase the best of your talents;
• Include within the top one-third of your tax preparer resume a header and summary to help recruiters understand your experience and allocate your contact details. A skills box is optional, but it will help you align your expertise with the role;
• Detail the full extent of your professional experience with specific bullets that focus on tasks, actions, and outcomes.

Looking to build your own Tax Preparer resume?

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• Tax Preparer

5 Amazing tax preparer Resume Examples (Updated 2023) + Skills & Job Descriptions

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Tax preparer: resume samples & writing guide, employment history.

• Explain tax laws and regulations to clients
• Manage client deadlines and ensure timely filing of tax returns
• Advise clients on tax law changes and regulations
• Ensure compliance with all applicable tax laws
• Maintain client records and update information as needed
• Provide customer service to clients
• Maintain client confidentiality
• Prepare and file income tax returns
• Calculate taxes owed and prepare tax returns

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• Monitor changes in tax laws and regulations
• Perform data entry and maintain filing systems
• Identify potential deductions and credits to minimize tax liability
• Generate reports and other documents as requested
• Respond to inquiries from the Internal Revenue Service (IRS) and other government agencies
• File tax returns electronically or by mail
• Research tax laws and regulations to ensure compliance with federal and state regulations
• Review financial records to ensure accuracy
• Prepare and submit tax payments
• Prepare and distribute tax documents to clients

Professional Summary

• Answer client inquiries regarding tax preparation and filing

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Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

tax preparer Job Descriptions; Explained

If you're applying for an tax preparer position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers. When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

tax preparer

• Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Calculate form preparation fees according to return complexity and processing time required.
• Produced US and state income, gift tax and estate tax returns for individuals
• Take phone calls from clients and answer clients’ questions
• Advise clients in the tax preparation process
• Check tax documents and file tax returns for clients
• Ensure the confidentiality of each client
• Calculate, file and sign income tax returns
• Answer phones and take massages
• Courtesy calls
• Some cleaning
• Studied and received certification to prepare taxes for the 2017 tax season.
• Be knowledgeable on current tax laws to inform clients on the best ways to file.
• Greet clients and provide a professional and welcoming environment.
• Answering incoming phone calls and providing information for clients on their account and setting appointments.
• Placing outbound calls to clients to update them on accounts and to request additional information. 
• Prepare State and Federal income taxes for individuals and businesses to include self employment and itemizations.
• Send tax files to the State of Georgia and IRS.
• Prepare refund checks.
• Enter tax return information into computers for processing

tax preparer Job Skills

For an tax preparer position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Tax Preparation
• Microsoft Office
• Bookkeeping
• Accounting Principles
• Financial Analysis
• Tax Returns
• Spreadsheet Software
• Financial Reporting
• Tax Accounting
• Accounts Payable
• Accounts Receivable
• Reconciliation
• Payroll Processing
• Tax Software

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Strategic Thinking
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Computer Literacy
• Data Analysis
• Project Management
• Customer Service
• Presentation
• Written Communication
• Social Media
• Troubleshooting
• Quality Assurance
• Supervisory
• Risk Management
• Database Management
• Documentation
• Financial Management
• Visualization
• Business Acumen
• Process Improvement
• Relationship Management.

How to Improve Your tax preparer Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Include your Contact Information and Job Descriptions

Missing job descriptions lessens your chances of getting hired..

• Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
• Keep job descriptions short but don't just list your jobs.
• Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your tax preparer Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

• Answor client inquirys regarding tax preparation and filing
• Maintain client confedentiality
• Prepaire and file income tax returns.
• Answerr client inquieries regarding tax preparation and filing
• Manage client deadliness and ensure timely filing of tax returns
• Prepare and distrubute tax documents to clients.
• Answr client questions about tax preperation
• Reconcil financail statements and other docuemnts
• Prepair and distrubte tax docuemnts to clients

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history..

• When explaining gaps in your employment section, start by being honest.
• Elaborate on the gap and show that you never stopped learning.
• Explain and elaborate any gap in your work history by highlighting new skills.

tax preparer Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an tax preparer position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

To the Recruitment Team at UnitedHealth Group

I am a results-driven Tax Preparer with 5 years of experience in Administrative & Clerical. I am excited to submit my application for the Chief Tax Preparer role at UnitedHealth Group, where I believe I can make a valuable contribution to your team.

My life experiences have taught me the importance of hard work, dedication, and collaboration. Whether it was on the work, or just personally, I have always been committed to pursuing my goals with passion and tenacity. I am confident that throughout all of these years I have gained the skills and expertise necessary to succeed in this role and be a great asset for UnitedHealth Group. I am eager to join a team that shares my values and work towards a common goal.

Thank you for considering my application for the Chief Tax Preparer role at your organization. I am dedicated to continuous improvement, and elated about the opportunity to join your team and work towards achieving our shared goals together.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

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Are you looking to land a position helping individuals and businesses prepare their tax returns? If you want the best chance of moving forward, you need an excellent tax preparer resume . Understanding federal, state, and local codes, being able to use electronic tax records, and having knowledge of tax law can go a long way toward making a great impression.

Because you’ll be doing a lot of precise work, you need to show that you have the ability to handle all sorts of tasks without errors. That’s what you need your resume for a tax preparer to convey to a hiring manager looking for someone to fill a position. You must show that you can easily communicate with clients about complicated topics and handle the technological aspects of the job.

There’s a lot of work that goes into tax preparation but creating your resume doesn’t have to be a challenge. That’s why we created this guide: so you know what to include on your resume, what to omit, and how to structure things to succeed. You can use our tips and examples below to build an amazing tax preparer resume for the position you want.

Tax preparer resume writing guide: Where to start?

When you start to craft a tax preparer resume, it should be done in two phases. The first involves making or updating your master resume while the second is based on creating a job-specific resume. Using the tax preparer job description for the resume will ensure you add everything important in language that gets an employer’s attention. Keep reading to learn more about this two-pronged approach to building a resume.

Master resume for tax preparer

The first step is crafting a master resume. This is a document that you will use yourself rather than turning it in as part of a job application. If you already have a master resume, you’re ahead of the curve. Make any updates you need to make and you can move forward to the second stage without wasting any time.

On the other hand, those without a master resume should make one at this time. Whether you open up a Word document or jot information down in a notebook, it will make it easier to apply to this job and any others you might be interested in. A master resume is used to compile information about your education, experience, skills, and other items relevant to the job hunt.

Rather than only saving information appropriate for one position, you keep it all in a master resume. Anything from your past employment should be contained in this document in case you need it in the future. It’s a method to avoid forgetting about important dates, projects, and certifications you may require. You can’t be expected to remember all these things as the years go on.

After you have the master resume complete, all you need to do is update it on occasion. Add in new skills or education and keep a list of your top achievements. This gives you everything you need to finish your job-specific resume in the second phase of the process. It can be used for any job to speed up the resume-making process. Then all you have to worry about is the job interview .

Job-specific resume for tax preparer

Now that you have a master resume, it’s time to move on and create a job-specific resume. The master resume isn’t made to be submitted with a job application. It’s a raw source of information rather than a streamlined and aesthetically pleasing document. The job-specific resume is where you paste information from the master resume before doing the formatting needed to create a great document.

There’s a reason that you should customize each resume you send in to apply for a job. Every job is going to have quirks and be different from the next. For example, one position might focus largely on client communication while another could be more based on using specific software. If you don’t tailor your resume for each, you might not seem like a good fit.

Not sure what you should add and omit? You can get an idea of the best way to present yourself by doing some research on the company offering the position. Look into the company values, what the work culture is like, and read over the news stories to get an idea of what to include on your resume. This ensures you hit the right notes with the document.

The main difference between a master resume and a job-specific resume is that one is for your use and the other is for managers to read over. Doing research and making sure you include the right keywords will ensure your document is noticed. This is how you get a phone call or email and end up interviewing for what could be your dream job.

Tax preparer resume example

Download this resume example - Tax Preparer Resume

Create your professional resume now

This tax preparer resume sample PDF hits all the right notes and is sure to be noticed by a hiring manager. The document is professional throughout and focuses on using terms and phrases found in the job advertisement. It has all the required sections for this kind of resume and it’s structured to be easily understood. The inclusion of a good template pulls everything together to create an impact.

What to include in a tax preparer resume? Writing tips and examples

Now that you understand the different types of tax preparer resumes, it’s time to get started with crafting your own. Keep the job description nearby so you can use it throughout the process. You’ll want to include contact information, a resume objective, work history (and details about each role), educational background information, and a list of skills. Below, we’ll share how to create some of those sections so you can just follow along.

How to write a resume objective on a tax preparer resume?

No matter what industry you are in, you have to have a good start to your resume. This is where the tax preparer resume objective comes in. The idea is to share what you have done that is impressive so employers know they can expect something great from you. At the same time, this section is short and takes up a small amount of space. You need to use powerful words and numbers to make an impact here.

As you start writing the tax preparer resume summary, focus on your key accomplishments from past experiences. You want to use this section to get a hiring manager or recruiter interested in delving deeper into your resume. Having a list of duties isn’t going to have the same impact as showing your achievements. Quantify these things as much as possible.

At the same time, the length of this section on most tax preparer resume samples is going to be quite short. You want to follow that rule of thumb as you write your own. This section can be as short as two sentences long if you can cram everything you need into such a concise area. However, going up to four sentences is also just fine for the objective.

Tips to include work experience on a tax preparer resume

Just below the resume objective, you’ll typically have your work experience. The only exception is for someone new to the working world. In this case, you’ll notice that an entry-level tax preparer resume sample may prioritize education or skills above experience. Everyone else will highlight the work experience and make it high up on the resume. This gets it noticed by any hiring manager who picks up your file.

The basic process of creating work experience for a resume has two steps. First, you want a header that contains all the basic information about a position. You can bold this or make it a different color so it stands out. The details you want to include are when you worked there, what company you were with, what your role was, and where the business is located.

Of course, there’s additional information you want to share beyond this. Under the basic information, you can add a blurb or a selection of bullet points. This is where you delve into your duties in the position. When possible, incorporate your achievements where they make sense. It’s another way to stand out with nothing more than a resume.

How to list skills on a tax preparer resume

The final topic we want to touch on is tax preparer skills for a resume. While you likely have a variety of skills , the resume only has so much room for you to list them. This is another area where you can truly customize the document by looking at the requirements for the position. While many jobs prioritize hard or soft skills over the other, both are integral for someone who works as a tax preparation specialist.

Hard skills are things that can be learned. They require hard work and repetition to get good at. Soft skills are closer to traits and typically cannot be taught to others. These tend to be things associated with working with others. Below is a selection of both of these types of skills to get an idea of what you should place on your resume.

Hard skills

·       Income tax knowledge

·       Tax law

·       Financial reporting

·       Accounting

·       Estate planning

·       Auditing

·       Tax software proficiency

Soft skills

·       Written communication

·       Verbal communication

·       Interpersonal communication

·       Problem-solving

·       Listening

·       Client service

·       Expectation management

Now that you understand what should be included on your tax preparer resume, you’re halfway done. The other part of this is making sure the document looks great and is simple to read when you send it in. Visit our website and choose one of our templates to ensure your resume is perfect when you send it in.

Key takeaways

You now have the information, tips, and examples you need to build an amazing tax preparer resume. Follow our guide as you craft your resume to ensure it gets the reception you desire. If your resume stands out, you’re much more likely to get the job you want. Below are a couple of extra tips before you turn in your application, resume, and cover letter.

Tax preparer resume tips:

·       Pay attention to tax preparer job descriptions and use them to choose great keywords that make your resume stand out. Incorporating skills and other requirements is an excellent way to create a relevant document.

·       Always go over your resume after you’ve completed it to search for any errors. While this might seem minor, it can be a bigger issue than you think. For instance, an error in a phone number could prevent you from being reached.

·       The resume should be worded professionally but make sure you use simple terms and stay away from jargon. The entire resume should be simple to read, no matter who picks it up.

·       Only include information that you can prove. Don’t add anything that isn’t true. Not only is this just bad form, but it also leaves you unable to prove these items if they’re brought up later on in the hiring process.

·       Avoid colloquial terms and slang in your resume.  This can make your resume seem more casual and less professional. Word things like you would to someone you didn’t know in a business situation, rather than how you might phrase things to your friends.

·       After the resume looks great, take time to use software like Grammarly to check for any additional issues. Clean things up and remove errors so your information is what gets noticed when someone picks up your resume.

Next steps?

Not sure that you can create a well-written resume as a tax preparer? That’s okay. We offer Resume Writing Services that you can take advantage of if you prefer to have someone take the lead. Let us take over and an expert who has written thousands of resumes will handle everything for you.

How to use a job description for a tax preparer resume?

Having a specific income tax preparer job description for a position can make a huge difference in terms of how your resume turns out. We recommend having access to it so you can look over the requirements and add relevant skills and information to your resume. It shows that you care about this position, specifically, not just getting a job in the field.

The job description is the largest source of keywords to use in a resume. However, there are a few other places you can look. Check out the company’s website and social media to see what is valued by the leaders in the business. Using those as additional keywords can be a good choice to make you stand out.

What skills do you need to be a tax preparer?

It depends on the position you want. Every tax preparer resume will have a different set of skills. Even though you may have the same skills when writing various resumes, you’ll want to focus on unique abilities based on the job description. Always focus on the priorities listed in the job description.

For instance, if one position focuses largely on working with software, you want to talk up your skills with technology. On the other hand, another position might have a lot of communication with clients and you’d want to focus your skills on abilities related to that. Choose relevant skills that you are very good at for the best results.

How do I describe my tax preparer experience on a resume?

When you’re writing up your work experience for a tax preparer resume, make sure you only list relevant experiences. If a position has nothing in common with the one you want, there’s no reason to include it. However, if there’s any overlap, it can stay. Once you decide on which positions to add, you can start to break down what information to include about it.

We recommend having a list of bullet points under each work experience entry. This is where you list your achievements and daily tasks in that position. Anything that relates to the job you want should be highlighted here. No matter which part of the resume you are working on, make a point to connect it to the new position.

What is a tax preparer resume summary?

A tax preparer resume summary is also known as a resume objective. The two are the absolute same thing, but different people prefer one term over the other. However, don’t confuse the resume summary with a tax preparer resume description. The former is something you write for your resume and the latter is a post by a company.

This part of the resume is where you place your most important skills and achievements. This is the start of your resume so you want to engage people and convince them to keep reading. This is a short section that takes up little space but can make a large impact on the reader. Most experts agree it is a mandatory part of a tax preparer resume.

What is the best structure for a tax preparer resume?

The structure can vary for a tax preparer resume, but most people will choose something similar. Before you start to structure your resume, think about what sections you want to include. Some bits of information should be on all resumes, while others can be added if you have something relevant to add.

Most tax preparer resumes will include at least the sections below:

·       Contact information

·       A resume objective

·       Work experience

·       Educational background

·       Skills

Beyond that, you can add the sections below if relevant. Otherwise, you can leave them off.

·       Internships and volunteer experiences

·       Accomplishments

·       Certifications or courses

·       References

·       Technical proficiencies

·       Interests and hobbies

·       Languages

How long should my tax preparer resume be?

For most people, a tax preparer resume should be about one page long. However, there are exceptions. Think about how long you’ve been in the field when deciding how long the resume should be. If it’s been less than a decade, you’re best off leaving the length at a single page. Otherwise, you can go with two pages.

Even if you could make the resume longer, it’s not recommended. If you can compress your information into one page, that’s a better option. All of the important information is in a small space and it’s more likely that a manager will make it through the entire document. However, two pages are fine if all the information is relevant.

What writing style is ideal for a tax preparer resume?

You can use your own personality with your tax preparer resume to a point. However, make sure you keep things professional throughout the entire document. Going overly casual can make it seem as if you aren’t serious about the position. You want to avoid that even if the company doesn’t take itself too seriously.

That doesn’t mean you need to use huge words or talk like someone you aren’t. Just make sure you’re showing that you care about the company and position. Going too far in the other direction may make an employer less likely to reach out to you.

How should I lay out my tax preparer resume?

After you have the structure done and have chosen the information to include, you still need to lay out the information. There is not one correct way to do this. It comes down to what looks good to you and is simple to read. For instance, make sure the font is legible and in large enough size to be understandable.

The font size, color, and face are only part of the layout process. For instance, you want to make sure you have enough spacing between each element on your resume. Making sure one section doesn’t dominate is also a good idea. Once you lay things out, make sure the resume is only one to two pages long.

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Tax Preparer Resume Samples

It is the responsibility of a Tax Preparer to prepare and file income taxes for individuals and companies. The job description includes identifying potential tax credits and liabilities and ensuring returns are filed accurately and in time. The other tasks are mentioned on the Tax Preparer Resume as follows – completing tax forms as per the standard policies, computing taxes adhering to tax codes, preparing and assisting in preparing complex tax returns , uncovering potential deductions or credits; advising against probable tax liabilities; verifying documents to check accuracy; calculating and invoicing for preparing forms; and preparing tax returns using automated software.

Required skills and abilities include the following – exceptional mathematical skills, attention to details; strong reading comprehension skills, knowledge of tax laws, legal codes, precedents, and government regulations; knowledge of administrative and clerical procedures and strong deductive reasoning skills. A degree and an Accredited Tax Preparer – ATP designation from ACAT are commonly seen on resumes.

• Resume Samples
• Tax Preparer

Tax Preparer - Contract Resume

Objective : Contract equipped with solid time management, attention to detail, strong interpersonal and written communication skills with advanced problem-solving techniques. Seeking an entry-level position. Good professional relationships are more than just being polite, caring, and knowledgeable it is having a positive attitude and work ethic. Seeking a challenging work environment that also allows growth opportunities and utilizes my potential to the fullest.

Skills : Proficient In TaxAct, Microsoft Excel, Word, PowerPoint, Outlook. Basic Knowledge Of Photoshop And Adobe, Financial Data, Bloomberg Terminal, S&P Capital IQ, FactSet.

Description :

• Provided excellent customer service to my clients as I prepare their yearly tax return documents.
• Maintained the integrity and security of personal information obtained from our clients.
• Answered the telephone in a professional manner and make client reminder calls.
• Calculated form preparation fees according to return complexity and processing time required.
• Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

Tax Preparer/Consultant Resume

Summary : Highly skilled Tax Preparer/Consultant with substantial experience in tax preparation, administrative office operations, diversity, and conflict management/dispute resolution experience. A strong leader and team player, able to provide focus and coordination for multi-functional staff.

Skills : Flexible Team Player, Loyalty, Results Driven Achiever, Multi-tasking, Analytically Thinking, Competitive Attitude, Punctual, And Reliable, Tax Preparation

• Computing taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Preparing or assisting in preparing simple to complex tax returns for individuals or small businesses.
• Using all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• Interviewing clients to obtain additional information on taxable income and deductible expenses and allowances.
• Reviewing financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Furnishing taxpayers with sufficient information and advice to ensure correct tax form completion.
• Consulting tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculating form preparation fees according to return complexity and processing time required.
• Checking data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

Tax Preparer Resume

Headline : Professional experience in the planning, administration, and control of accounting, payroll, and tax operations have been my experience. It includes excellent analytical, negotiation, and customer relationship skills. PC proficiency with Microsoft Office and specialized accounting and tax analysis/reporting software has increased my skills. Being at a company where my professional and personal attributes will come to value while attaining a position to showcase my skills and passion with an opportunity to grow as a professional.

Skills : Budgeting, Handling Money, Mathematics, Tax Filing, MS Access, MS Excel, And MS Word, Validated Great Communication, Customer Service

• Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
• Conducted a thorough in-person interview with customers, using the franchisor's propriety tax software application.
• Provided details to customers concerning appropriate company products and services, completed all related tax forms in accordance with policies, and in compliance with legislation and regulations.
• Checked the "hold" drawer daily and contacts customers for additional information, as necessary, to ensure accurate completion of tax returns.
• Researched tax-related questions and issues, and responded to customers appropriately and within a timely manner.

Tax preparer/Technician Resume

Summary : Dynamic and highly qualified Tax preparer/technician with extensive knowledge in income tax procedures. Superb communicator with excellent customer service strong work ethics and ability to work well in a team. Seven plus years of executive experience in the tax and financial services industry in both consumer and commercial lending, secured lease financing and enforcement of federal tax laws. Experienced in relationship development, compliance enforcement, portfolio syndication, and internal process auditing as well as small ticket credit risk analysis and collection practices.

Skills : Microsoft Office, Word, Excel, Quickbooks, Customer Service, Typing, Bookkeeping, Answering Phones

• Preparing individual income tax return for filing, either through paper returns or ef (electronic filing).
• Seeking out optimal tax deduction options for each client, establishing the filing status and qualified dependents of clients through the process of due diligence.
• Evaluating accounting requirement and accounting methods of self-employed clients educate our clients on the best way to fill out their W4's for tax purposes and on tax laws and penalties with ACA.
• Operating as a tax pro by working with individual walk-in clients to analyze tax documents, determine deductions and prepare both federal and state tax return informed clients on tax options and fee structures.
• Continuously researched applicable tax information to improve knowledge and better serve customers.
• Filing and storing client data sheets customer service problem-solving mistakes made from past tax submissions.
• Helping taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
• Reviewing financial records such as income statements and documentation of expenditures.

Volunteer Tax Preparer Resume

Objective : To employ my knowledge with the intention of securing a professional career with an opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.

Skills : Calculator, Credit, Customer Relations, Customer Service, Debit, Financial, Forms, Languages, Microsoft Excel, Microsoft Office, Microsoft Word, Photocopier, Printers, Tax Planning, Turbo Tax

• Prepared hundreds of federal and state personal income tax returns in a fast-paced retail environment.
• Reclassified expenses in general ledger to improve accounting controls over cash flow and sales; accountability in maintenance, turnovers, sales and property performance.
• Assisted customers with tax questions and concerns, while maintaining a customer service friendly environment.
• Prepared and electronically submitted taxes to federal and state government agencies.
• Gathered client's personally identifiable information that was used in preparing client's tax returns.
• Used all appropriate adjustments, deductions, and credits to keep clients taxes to a minimum.
• Consulted tax law handbooks or bulletins to determine procedures for preparation of returns.

Personal Tax Preparer Resume

Headline : Personal Tax Preparer with 7 years+ of customer service experience, am very detail oriented, excellent follow-up skills, client interaction, courteous and dependable. Interested in a customer service position with upward mobility. To obtain employment in an office and or environment utilizing my computer and interpersonal skills. Abilities Possess excellent office and computer software experience, as well as strong verbal and written communication skills. Proficient in bookkeeping and office organization.

Skills : Microsoft Office, Quickbooks, Vantage Manufacturing Software, General Ledger, Financial Statements, Budgeting

• Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

Intern Tax Preparer Resume

Objective : Volunteer Tax Preparer And Supervisor, is seeking to continue my career in the field of Accounting/Taxation with a company that will utilize my experience and education skills to benefit mutual growth and success. Business professional willing to contribute broad-scope office support, experience toward supporting a dynamic organization in maximizing efficiency. Highly motivated, account specialist with high experience in payables and receivables.

Skills : Fluent In Turkish, Proficiency In Quickbooks, Knowledge With Microsoft Office, Calculator, Credit, Customer Relations, Customer Service, Debit, Financial, Forms

• Prepared income tax returns electronically for individuals as well as small businesses.
• Reviewed financial records from the prior tax return, income statements, and documentation forms needed to prepare returns.
• Interviewed client to obtain additional information on taxable income and deductible expenses and allowances.
• Computed taxes owed, using the adding machine, and computer-based programs, following tax form instructions and tax tables.
• Input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
• Consulted tax law handbooks and bulletins in order to determine procedures for preparation of non-typical tax returns (DBA and 1099 earners).
• Reviewed financial records such as income statements and documentation of expenditures in order to determine appropriate forms.

Tax Preparer Intern Resume

Objective : Tax Intern one plus years of intern and work experience in both tax and audit fields. A self- starter and a strong team player with excellent communication and interpersonal skills - proven ability to work closely with supervisors and teammates. To obtain a full or part-time entry level position, with room to advance and grow. While utilizing the knowledge and skills I have obtained and will learn through my experience.

Skills : Microsoft, Epic, Mac, Centricity, Quickbooks, Outlook, Typing 65 WPM, Claims Processing, Insurance Verification, ProSystem FX, CCH And Checkpoint RIA.

• Independently answered tax notices by communicating with state taxing agencies, gathering supports of tax audit defense, and researching tax laws, rules and regulations through checkpoint RIA and CCH.
• Successfully saved the company $80,000+ tax expenses by defending the company in 150+ notices.
• Oversaw a tax notice tracking tool that organized all tax notices and ensured timely resolution of each issue.
• Independently prepared pro forma federal tax returns for 6 domestic subsidiaries in a timely manner.
• Worked in a 4-person team on the preparation of forms 5471/8858 for 121 foreign subsidiaries using one source.
• Prepared and filed 21 state tax returns and 23 city tax returns for the required subsidiaries, which encompassed 16 entities in 13 jurisdictions.
• Processed 300+ check requests and payments for estimated tax payments and tax return due payments with 100% accuracy.
• Supplied detailed tax documentation needed to submit accurate business returns.

Chief Tax Preparer Resume

Summary : Experienced Certified Tax Preparer & Assistant Office Manager with excellent customer service. Experienced in financial and tax preparation efficient, organized, goal-oriented professional with leadership, outstanding work habits and interpersonal flexible, resilient professional that easily adapts to new concepts and welcomes new responsibilities. Experienced in communicating, providing guidance and maintaining relationships with clients.

Skills : Microsoft Office, Windows 2010, Windows, Customer Service, Customer Service, Tax Preparer, Quickbooks

• Meeting with clients to discuss their tax-preparation needs, and advise clients to bring all of their receipts and tax forms before preparing their tax forms.
• Researching information for clients, answering their questions and helping them get the biggest tax breaks and refunds possible.
• Checking data input or verifying totals on forms, prepared by others to detect errors in arithmetic, data entry, or procedures.
• Prepared federal and multiple state tax returns for individuals and sole proprietors.
• Reviewed tax documentation and interview clients to determine tax position and to assist the client in tax planning.
• Reported potential problems and possible solutions for related tax cases to the site manager.
• Completing tax forms in accordance with policies and in compliance with legislation and regulations.
• Identifying potential tax credits and liabilities and ensuring accurate and complete returns are filed in a timely manner.

Headline : Highly motivated Volunteer Tax Preparer seeking an opportunity where I can display my skills and talents with the utmost professionalism. To obtain a challenging and rewarding position in the customer service industry that will allow me to maintain customer satisfaction and contribute to company success with opportunities for personal growth and career advancement.

Skills : Microsoft Office, C-Cure 9000, Customer Service, Security, Banking, ICD-9, CPT

• Calculated form preparation fee according to the complexity of return and amount of time required to prepare forms.
• Advised clients about investment strategies to minimize taxes as per tax laws.
• Reconciled bank statements to clients' books and prepared financial statements from client documents.
• Systematically prepared documents and assembled financial statements for independent tax clients.
• Computed taxes owed or overpaid, using proprietary software, and complete entries on tax forms.
• Checked data input and verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Operated office equipment such as computers, calculators, copiers, adding machines, printers.
• Evaluated tax implications of capital equipment expenditures, payroll processing, inventory management and other functions/actions with significant tax ramifications.
• Prepared and reviewed financial statements and accompanying notes to shareholders.

Table of Contents

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Tax Preparer Resume Examples

Writing a great tax preparer resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

Create your resume Select from 7 professional resume templates

If you're looking for inspiration when it comes to drafting your own tax preparer resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the tax preparer job you're after.

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Essential Components of a Tax Preparer's Resume

A Tax Preparer's resume is a critical tool that showcases your expertise, experience, and proficiency in tax preparation. It serves as a professional introduction to potential employers, highlighting your ability to assist clients with tax compliance and accuracy. A well-crafted resume should be neatly organized and carefully constructed to capture attention and make a memorable impression.

Let's explore the various sections of a resume, their significance, and what to include in them. We'll also provide tips to enhance each section.

1. Contact Information

Your Contact Information is essential on any resume, including that of a Tax Preparer. It provides employers with the necessary details to contact you for further discussions or interviews.

Include your full name, phone number, and a professional email address. Use an email that incorporates your first and last name to maintain professionalism. Refrain from using nicknames or confusing alphanumeric combinations, as they can make it difficult for recruiters to locate your correspondence.

Adding your LinkedIn profile or other professional networking sites can provide additional insight into your skills, experiences, and professional network.

• While you can list your home address, it's not always necessary.
• Some individuals prefer to mention only their city and state if applying locally or their willingness to relocate if required by the job.

Remember, the primary goal of this section is to simplify the process for potential employers to reach you, so ensure all information is current and accurate. Double-check for errors before distributing your resume, as a minor mistake could jeopardize a job opportunity.

2. Objective Statement

The Objective Statement is a pivotal element at the start of a Tax Preparer's resume. It's often the first thing employers notice and sets the tone for the rest of your resume. Craft a concise, clear statement that reflects your career goals and summarizes your value proposition.

Highlight your skills, qualifications, and tax-related experiences. Tailor this statement to each job application, focusing on what the employer seeks in an ideal candidate.

For instance, an experienced Tax Preparer might state: "Certified tax professional with over ten years of experience in accurate return preparation seeks a senior role to leverage extensive knowledge of tax regulations and outstanding client service abilities."

An entry-level candidate could say: "Recent accounting graduate with tax service internship experience seeks an entry-level Tax Preparer position to utilize strong analytical skills and knowledge of federal and state tax legislation."

An effective objective statement should be compelling enough to encourage employers to continue reading your resume. It should articulate not only your career aspirations but also the contributions you can make to the organization.

Related : Top Tax Preparer Resume Objective Examples

3. Skills and Competencies

The Skills and Competencies section is a crucial part of a Tax Preparer's resume, allowing hiring managers to quickly assess if you possess the necessary abilities for the role.

Essential skills for Tax Preparers include:

• Knowledge of Tax Laws: Comprehensive understanding of federal, state, and local tax regulations is imperative.
• Mathematical Proficiency: Accuracy with numbers is essential for tax calculations.
• Attention to Detail: Precision is critical to avoid errors that could impact clients.
• Organizational Skills: Managing multiple clients and deadlines requires excellent organization.
• Computer Literacy: Proficiency with tax software and other relevant applications is necessary.
• Interpersonal Abilities: Effective communication and customer service skills are vital for client interactions.
• Problem-Solving: Identifying and resolving discrepancies in financial documents is a key skill.
• Ethical Conduct: Upholding high ethical standards is crucial due to the sensitive nature of financial information.
• Time Management: Efficiently navigating the busy tax season is important for meeting tight deadlines.
• Commitment to Continuing Education: Staying current with frequent changes in tax laws is essential.

Including these skills on your resume demonstrates your capability to fulfill the responsibilities of a Tax Preparer effectively.

Related : Tax Preparer Skills: Definition and Examples

4. Work Experience

The Work Experience section is a critical component of a Tax Preparer's resume. It allows potential employers to verify your practical experience with tax matters. This section provides an overview of your past positions, responsibilities, and achievements in the field.

List all relevant positions in reverse chronological order, including the company name, your title, dates of employment, and a brief description of your responsibilities and accomplishments.

As a Tax Preparer, highlight tasks that showcase your expertise in preparing simple to complex tax returns for individuals or businesses. Discuss any experience with tax preparation software and your knowledge of tax regulations.

Include instances where you identified potential tax credits and liabilities or maximized client deductions. Emphasize any tasks that demonstrate your attention to detail, analytical prowess, or commitment to confidentiality.

Quantify your achievements when possible. For example, rather than stating "Prepared numerous tax returns," specify " Prepared over 200 personal and business tax returns annually ."

If you are new to the field with limited experience, consider including internships or relevant coursework from your education. This can show potential employers that you possess valuable knowledge and skills acquired through academic pursuits.

Ultimately, the Work Experience section should clearly convey your proficiency in managing various aspects of the taxation process while adhering to legal and regulatory standards.

5. Education and Certifications

The Education and Certifications section is a vital part of a Tax Preparer's resume. It informs potential employers about your academic credentials and any specialized certifications pertinent to the role.

Most Tax Preparers require at least a high school diploma or equivalent. However, many employers prefer candidates with higher education, such as an associate's or bachelor's degree in accounting, finance, or a related field. These academic achievements can distinguish you from other job seekers.

In addition to formal education, various certifications can enhance a Tax Preparer's qualifications. The most common is the Certified Public Accountant (CPA) designation, which requires passing the Uniform CPA Examination and meeting state-specific requirements, often including 150 semester hours of college coursework.

The IRS Annual Filing Season Program Record of Completion is another notable certification, requiring 18 hours of continuing education from IRS-approved providers and passing an exam.

For those aiming to represent clients before the IRS, becoming an Enrolled Agent (EA) is an option, which involves passing a comprehensive three-part IRS examination covering individual and business tax returns.

Listing your educational background and certifications on your resume not only showcases your capabilities but also demonstrates your dedication to maintaining professional expertise in the ever-evolving field of tax law.

Related : Tax Preparer Certifications

6. Professional Affiliations

Membership in professional organizations, highlighted in the Professional Affiliations section, is crucial for a Tax Preparer's resume. It reflects your engagement with the tax preparation community and your commitment to staying abreast of the latest industry trends, regulations, and best practices.

Being associated with reputable professional groups enhances your credibility and demonstrates your dedication to continuous learning and professional development. Employers recognize that you are an active participant in the field, keeping informed about changes in tax laws and policies.

Notable affiliations for Tax Preparers include the National Association of Tax Professionals (NATP), American Institute of Certified Public Accountants (AICPA), and National Society of Accountants (NSA).

In this section, list all relevant organizations you are a member of, including any leadership roles or active participation in their activities. If you have contributed to significant projects or initiatives through these affiliations, it's beneficial to mention those as well.

Professional Affiliations can differentiate you from other candidates by showcasing your industry engagement and commitment to maintaining a competitive edge in tax preparation knowledge and skills. It demonstrates that you are invested in your career beyond just performing a job.

7. References

The References section is an integral part of a tax preparer's resume. It allows potential employers to validate your competencies, work ethic, and performance through individuals who can vouch for your professional background. This section can significantly influence an employer's decision as it provides insight into your professional relationships and the regard in which you are held by peers.

When listing references on your resume, choose individuals who can attest to your tax preparation abilities, such as former supervisors, managers, or colleagues familiar with your proficiency in tax filing. They should be able to confirm your understanding of tax laws, proficiency with tax software, discretion with client information, and other critical skills.

Always obtain permission before including someone as a reference. Inform them about the position you are applying for so they can tailor their recommendation accordingly. Provide their full names, current job titles, company names, phone numbers, and professional email addresses.

While strong references are essential, they must be genuine. Prospective employers may contact these individuals during the hiring process to corroborate and learn more about the details presented in your resume.

In some instances, you may opt to state "References available upon request" instead of including them in your initial application documents. This approach allows you to control when employers contact your references and frees up space on your resume for other critical sections, such as skills or experience.

The References section is crucial in demonstrating not only your self-proclaimed abilities but also the professional endorsement of your skills by others. Therefore, it's important to select credible and appropriate references and ensure they are willing to advocate for you.

Related Resume Examples

• Income Tax Preparer
• Taxi Driver
• Tax Accountant
• Tax Advisor
• Tax Analyst
• Tax Assistant

Tax Preparer Resume Sample

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Work Experience

• · Prepare individual tax returns for Intuit customers
• · Partner with business to provide insights on customer feedback and experience
• · Verifying tax return accuracy
• · Potential for ongoing opportunities
• · Training provided
• · Competitive pay and employee discounts
• Experience preferably in sales, service and or tax preparation
• Good communication, interpersonal and customer services skills
• Basic knowledge of computer functions required
• Experience with: Journal Entries, reviewing Financial Reports, bank statements, monthly reporting, quarterly reporting, processing and assembling tax returns, sending out billing and scheduling appointments for main CPA
• Software: Accounting CS, Bookkeeping through QuickBooks
• Client recently updated from Creative Solutions to the new software: Accounting CS
• Prepare individual Federal and State corporate and partnership tax returns of varying complexities
• Assist in the preparation of quarterly and year-end tax estimates
• Draft response letters to IRS and state notices when needed
• Make adjusting entries, including adjustments to Quickbooks in order to prepare business returns
• Perform accounting/bookkeeping/payroll functions when needed
• Or busy seasons) within a public accounting firm
• Proficiency in using Tax Preparation Software
• Reconciling investment income and proceeds, that are paid to clients, to the 1099 Forms
• Validating client information that appears on forms
• Reconciling tax that is withheld from clients
• Communicating issues in detail and tracking them to resolution
• Developing and maintaining tracking spreadsheets
• Providing management with daily reports
• Collaborating with internal teams and vendors to ensure timely and accurate reporting

Professional Skills

• Outstanding interpersonal skills fostering client and internal relationships; excellent analytical, organizational, and written/verbal communication skills
• Demonstrated critical thinking, well-developed problem solving skills, and ability to work independently
• Strong communication skills both in writing and verbally
• Strong analytical skills, with attention to detail and multi-tasking capabilities
• Exceptional organizational and time management skills; including the ability to meet deadlines
• Has prior experience in a CPA Firm setting

How to write Tax Preparer Resume

Tax Preparer role is responsible for customer, interpersonal, computer, tax, retail, basic, compliance, standards, filing, preparation. To write great resume for tax preparer job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Tax Preparer Resume

The section contact information is important in your tax preparer 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
• Telephone number

Work Experience in Your Tax Preparer Resume

The section work experience is an essential part of your tax preparer 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 preparer 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 preparer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Tax Preparer resume experience can include:

• Experience of corporation tax compliance within a group context, with appreciation/experience of interest restrictions, loss restrictions, simplified arrangements for group relief and Transfer Pricing
• Communicate effectively to identify the best product or service to match the needs of the customer
• Exceptional communication skills with clients and colleagues
• Exceptional communication, organization and research skills
• Impeccable mathematics skills
• Seeking professionals with 1-year+ Corporate Income Tax and/or Public Accounting experience

Education on a Tax Preparer Resume

Make sure to make education a priority on your tax preparer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax preparer 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 Preparer Resume

When listing skills on your tax preparer 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 preparer skills:

• Strong computer skills and prior tax software experience
• Good communication, leadership, interpersonal and customer services skills
• Good computer skills and ability to quickly learn new software
• Demonstrate competency in technical skills, work quality, and time management
• Excellent organisation and time management skills with a focus on compliance deadlines
• Able to multitask efficiently and effectively LI-HD#

List of Typical Experience For a Tax Preparer Resume

Experience for seasonal tax preparer resume.

• Previous experience preparing fiduciary tax returns
• Tax experience
• Related work experience as a Tax Preparer
• Experience of Individual tax preparation in an commercial environment
• Be consistently accurate, organized, and able to prioritize and meet deadlines for multiple engagements at once
• Experience with tax prep
• Previous experience with preparation of taxes

Experience For Corporate Tax Preparer Resume

• Assist with year-end consolidation process and review output
• Previous personal income tax preparation experience
• Review financial records such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return
• Partnership tax experience
• Experience in the preparation of 1040, 1041, 105, 1120 and 1120S
• Strong knowledge of multiple Tax software’s and advanced Excel

Experience For Seasonal Tax Preparer / Reviewer Resume

• ProSeries software experience
• Heavy knowledge and experience with 1040s
• Experience in tax
• Experience with OneSource tax preparation software highly desired
• Tax Preparation experience

Experience For Experienced Form Tax Preparer Resume

• 2-5 years current experience
• Understanding of bookkeeping and record keeping practices on a manual and/or computerized system(s)
• Preparing and reviewing individual and corporate tax returns (1040s, 1065, K-1, 1120s)
• Assisting with distribution/ mailing of returns
• Reviewing and preparing complex individual, trust and business returns
• Filing personal tax forms (T1's)
• Preparing 1040 tax returns and basic business returns
• Understanding and comprehension of federal and state income tax laws
• Working with 990, 1040, 1065 and 1120 tax forms

Experience For Senior Tax Preparer Resume

• Preparing personal income tax returns
• Preparing of T4 and T5 income tax slips for our corporate clients
• Contacting clients for additional information, if needed, to complete accurate tax return
• Managing client engagements to ensure expectations are set and met
• Working knowledge of BNA tax software
• Working knowledge of BNA-CCM / BNA-RAA
• Bring an Entrepreneurial point of view to the Auditor role
• Working knowledge of SAP and HFM

Experience For Corporate Income Tax Preparer Resume

• Obtaining all required signatures
• Reviewing the finished product with the customer
• Collecting customer data
• Processing tax returns
• Answering client calls via our national call center routing system

Experience For Fiduciary Tax Preparer Resume

•  Typing, sitting, standing, and walking
• Responsible for preparing complete and accurate personal tax returns while delivering outstanding customer service
• Prepare business tax returns utilizing information provided by clients by reviewing client information and inputting into tax preparation software
• Responsible for preparing complete and accurate tax returns while delivering outstanding client service
• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables
• Fulfills ongoing tax training and testing requirements
• Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documenation, and comply with filing due dates

Experience For Seasonal Individual Tax Preparer Resume

• Participate in training, continuing education, direction, motivation and feedback with other employees
• Explain billing invoices and accounting policies to staff, vendors and clients
• Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
• Data entry, filing, and maintaining specific tax documents
• Scan documents, creating and maintaining both electronic and paper client files
• Corporate and individual tax returns, finalizing trial balances, working on balance sheets, Lacerate, Quickbooks
• Competent user of Microsoft Word, Excel, Outlook, as well as being proficient in keyboarding and ten-key utilization
• Calculate form preparation fees according to return complexity and processing time required

Experience For High Net Worth Tax Preparer Resume

• Prepare tax returns using electronic filing software
• Prepare individual tax returns utilizing the information provided by the clients, and inputting into tax preparation software
• Grow the business by promoting services and expanding client base
• Help grow the business by promoting services and establishing clientele
• Office hours are 8am - 5pm Mon-Fri, flexibility in working hours during work periods is critical
• Consult with clients concerning tax planning and resolution of tax issues

Experience For Personal Tax Preparer Resume

• Knowledge of tax accounting and year end processes would be beneficial
• Proficient in MS Office applications - including Excel at an intermediate level
• Timely final delivery of statements and returns according to the Firm’s standards
• Obtain proper filing extensions when necessary
• Participates in call campaigns and other marketing activities
• Work under pressure, in a fast-paced working environment
• Participate in networking events and organizations
• Resolve accounting discrepancies and irregularities

List of Typical Skills For a Tax Preparer Resume

Skills for seasonal tax preparer resume.

• Prior professional tax preparation experience
• Develop strong working relationships with clients while focusing on serving current needs and anticipating future needs
• Experience working with or exposure to accounting and tax software such as Profile, Quickbooks and Simply Accounting is beneficial
• Experience working with or exposure to accounting and tax software such as Profile, TaxPrep, TaxCycle, Quickbooks and Simply Accounting is beneficial

Skills For Corporate Tax Preparer Resume

• Skillful at managing a variety of assignments simultaneously while tracking and completing necessary follow-up
• Experience preparing varying schedules (A, B, C, D, E, both rentals and K-1 income, and F) are desirable
• Previous experience utilizing any tax accounting software
• Accounting experience working with privately held businesses
• Responsible for overseeing and assisting in the prioritization of client work load
• Recent or current experience servicing High Net Worth clients
• Experience with and working knowledge of VITA
• Experience preparing complex 1040 tax returns
• Sales and marketing experience

Skills For Seasonal Tax Preparer / Reviewer Resume

• 4+ progressive accounting experience
• Tax preparation experience in public accounting required
• Experience working with one of the major tax preparation software packages such as TaxWise, Intuit ProConnect, TaxSlayer Pro, or Drake
• Experience working in ProFx Tax and/or GoFileRoom highly desired
• Solid understanding of tax law, common IRS forms, and display an ability to conduct tax research
• Lacerte, workflow, and client time tracking software experience
• Experience completing complex returns

Skills For Experienced Form Tax Preparer Resume

• Experience in preparing taxes
• Deliver excellent customer assist with consulting services
• Create an outstanding customer experience
• Demonstrate integrity when working with customers, company policy, monetary transactions, product supply, and work relationships
• Maintain excellent working relationships with staff/team members
• Prioritize and manage multiple assignments of varying sizes and complexity within given time frame and budget
• Experience preparing taxes, individual, corporations etc

Skills For Senior Tax Preparer Resume

• Previous experience working with TaxPrep software
• Individual and business tax preparation experience (including Schedule K-1)
• Experience utilizing ProSeries and QuickBooks
• 6 months of tax preparing experienceREQUIRED
• Experience working as a Corporate Tax Preparer

Skills For Corporate Income Tax Preparer Resume

• Solid Tax background (Compliance; Corporate; Individual; Partnership; Trust/Estate)
• Tax preparation experience for High Net Worth clients
• Previous Tax experience (Compliance and Individual)
• Experience with a wide variety of tax practices
• Highly skilled in QuickBooks
• Relevant experience in lieu of education

Skills For Fiduciary Tax Preparer Resume

• Prioritize and organize multiple tasks at once
• Experience in tax preparation
• Two (2) to three (3) years experience with the preparation of tax returns
• Two (2) to three (3) years experience with the preparation of personal tax returns
• At least two years’ experience with the preparation of personal tax returns
• Proven ability to give and receive constructive criticism

Skills For Seasonal Individual Tax Preparer Resume

• 2+ years of job related experience
• Multitask and prioritize tasks needed to be done in a timely manner
• Lacerte and ProSeries experience
• Experience in client tax preparation
• Strong attention to detail and ability to follow strict tax laws
• Multi-task, remain calm, prioritize, and stay organized under deadlines

Skills For High Net Worth Tax Preparer Resume

• Tax preparation and QuickBooks experience is required
• Review tax returns for accuracy prior to submittal
• Experience in amended returns
• Previous tax preparer experience required
• Corporate income tax experience
• Experience in preparation of Schedule A,C,D,E and 2106

Skills For Personal Tax Preparer Resume

•  Strong attention to detail and accuracy
• Multiple tax software experience
• Corporate tax preparation experience required
• Strong attention to detail and accuracy
• Experience with QuickBooks and ProSeries
• Experience in tax preparation, specifically with individual taxes

List of Typical Responsibilities For a Tax Preparer Resume

Responsibilities for seasonal tax preparer resume.

• Ensure client confidentiality by following all company procedures regarding information handling
•  Answering client calls via our national call center routing system
•  Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
•  Participates in call campaigns and other marketing activities
• Knowledge of basic accounting concepts involved in tax return preparation ideal, but not required
• Research tax planning policies
• Works with taxpayer by email and phone to secure information needed for completing tax return

Responsibilities For Corporate Tax Preparer Resume

• Availability and commitment to work overtime as required during tax season
• Compute taxes owed and prepare personal tax returns (and other tax compliance slips) ensuring compliance with government standards
• Responsible for preparing complete and accurate Canadian and U.S. individual and trust tax filings
• Preparation of individual tax returns including federal, state and city returns
• High-volume tax processing abilities
• Develop and maintain business relationships with new and existing customers
• Provide marketing efforts to solicit and promote new business inside and outside of the retail store
• Presents the Company's value proposition to clients concerning various company products and services
• Prepare Individual income tax returns during pre-scheduled appointments with clients

Responsibilities For Seasonal Tax Preparer / Reviewer Resume

• Review tax return with clients so they have a full understanding of their tax return
• Able to assist tax clients with future tax planning
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
• Answer questions and provide future tax planning to clients
• Compute taxes owed by following tax code
• Prepare or assist in preparing simple to complex tax returns for individuals

Responsibilities For Experienced Form Tax Preparer Resume

• Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
• Prepare UK corporation tax returns from data provided by the business, working with the business to clear any queries raised
• Assist with the corporation tax administration – group payment arrangement, simplified arrangements, tracking entities etc
• Preparation and filing of Federal Forms 1099, 1041, 5227, 990, 990-PF's, and 990-EZ's
• Preparation and filing of State Fiduciary Forms
• Preparation and filing of Fiduciary Estimates
• Assist with sales and marketing efforts
• Calculate form preparation fee according to complexity of return and amount of time required to prepare forms

Responsibilities For Senior Tax Preparer Resume

• Proficiency with accounting and tax software at an intermediate to advanced level is mandatory!
• Willingness to work increased hours as a team player during peak cycles
• Knowledge of QuickBooks or other accounting software
• Prepare monthly billing statements and monitor budgets
• BA in Accounting, Finance and/or Taxation

Responsibilities For Corporate Income Tax Preparer Resume

• Proficiency in filing corporate and individual tax returns
• Perform additional office and marketing tasks as assigned
• Bachelors in Accounting/Finance or related
• Proficient in Microsoft Office Suite including Excel and Word
• Self-motivated "think on your feet" when working and a "can do" approach
• Capable of managing projects and client work self-sufficiently
• Comfortable interacting with clients
• Complete understanding of information needed to file a tax return
• Work with long tenured clients in a small office setting

Responsibilities For Fiduciary Tax Preparer Resume

• Bachlor's in Accounting
• Adhere to the firm’s written tax practice standards and the firm’s 1040 Procedure Manual
• Provide feedback to managers as part of firm’s continuous improvement strategy
• Availability to work late January 2017 through mid-April 2017
• Perform all work in compliance with the firm’s policies and procedures
• Prepare individual (1040), business (1065), corporation (1120/1120s) income tax returns
• Prepare business tax returns

Responsibilities For Seasonal Individual Tax Preparer Resume

• Contact clients by phone or email and continually interact with peers and supervisors to gather and prepare information
• Prepare, provide tax compliance and tax advisory services to individuals, partnerships, S corporations and corporations in a variety of industries
•  Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
•  Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
•  Answers questions and provide future tax planning to clients
•  Consults tax law reference materials to determine procedures for preparation of atypical returns
•  Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
•  Researches tax related questions and issues, and responds to clients appropriately and within a timely manner

Responsibilities For High Net Worth Tax Preparer Resume

•  Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
•  Audits all tax return forms for accuracy and completeness (i.e., client signatures)
•  Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns
•  Monitors on-site client volume and advises supervisor when additional tax preparers are required
• Enter client data into tax prep software
• Adaptable to new technology and ability to work in a paperless environment
• Availability to work February 2018 through mid-April 2018
• Mentor and coach tax preparer team; act as a lead

Responsibilities For Personal Tax Preparer Resume

• Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application.Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
• Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns
• Monitors on-site client volume and advises supervisor when additional tax preparers are required

Related to Tax Preparer Resume Samples

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• Tax Preparers
• Saint Petersburg

Anastasiya Dycus

Tax preparer | caa;ea.

7 Entry-Level Videographer Resume Examples for 2024

Creating a resume for an entry-level videographer role requires focus on specific skills and experience. This article offers solid resume examples and strategic advice tailored to the industry. Learn how to highlight technical skills, showcase relevant projects, and use action verbs.

• 03 Sep 2024 - 5 new sections, including 'Education section placement', added
• 03 Sep 2024 - 5 new resume templates, including Aspiring Entry-Level Videographer, added
• 01 Sep 2024 - Article published

  Next update scheduled for 11 Sep 2024

Here's what we see in strong entry-level videographer resumes.

Impact Numbers Catch Attention : Examples: videos created , views generated , engagement rates , and time saved in editing . These metrics help hiring managers see your value.

Mention Relevant Skills : Include skills on your resume that you have and are mentioned on the job description. Some popular ones are video editing , Adobe Premiere , Final Cut Pro , motion graphics , and color grading . But don't include all of them, choose the ones you have and are mentioned in the JD.

Personal Projects Show Initiative : Show your work through personal projects. Use phrases like short film , social media video , and documentary work to demonstrate your experience.

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widget 2: red / but not serious Here's a short quick tip / warning for people to include. If your symptoms get worse or do not improve after 1 day, go to a lower altitude if you can. Try to go around 300 to 1,000 metres lower.

helpful blue / but not serious Here's a short quick tip / warning for people to include. Here's a short quick tip / warning for people to include. Here's a short quick tip / warning for people to include. Here's a short quick tip / warning for people to include. Here's a short quick tip / warning for people to include. Here's a short quick tip / warning for people to include. Here's a short quick tip / warning for people to include.

Entry-Level Videographer Resume Sample

Find out how good your resume is.

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Get your resume scored

Want to know if your resume stands out for entry-level videographer positions? Our resume scoring tool gives you a clear picture of where you stand. It evaluates your resume based on key criteria that hiring managers in the video production industry look for.

Upload your resume now for an unbiased assessment. You'll get a score and tips to make your resume stronger, helping you land more interviews for videography roles.

Education section placement

If you are an entry-level videographer, place your education section at the top of your resume. This highlights your recent studies and any relevant courses you've taken. Provide details about your degree, major, and any specialized training in videography or film production.

If you have completed internships or projects during your studies, include them briefly in this section to show practical skills alongside your formal education.

Portfolio inclusion

Include a link to your online portfolio in your resume. This should feature your best work. For a videographer, having a reel or samples of video projects is essential. Use platforms like Vimeo or YouTube to upload your work and provide links.

Make sure your portfolio is easy to navigate with clearly labeled projects. Add brief descriptions for each video to explain your role and the tools you used.

Junior Videographer Resume Sample

Ideal resume length.

Keep your resume to one page. As someone starting as a videographer, you have the benefit of being concise. The focus should be on your recent projects and relevant skills. Remember, the aim is to present your experience quickly and clearly. You can use a well-organized template to help fit your most important information on a single page.

Manage space wisely by prioritizing. For a videographer, highlight your technical skills and any hands-on experience with video cameras or editing software. Fresh graduates should showcase relevant coursework or any internships. You want the hiring manager to see your best qualifications without searching for them. Avoid small text or narrow margins. Easy reading is key. Your most impactful achievements should jump off the page right away.

Senior Videographer Resume Sample

Software skills.

List specific video editing software you are proficient in, like Adobe Premiere Pro, Final Cut Pro, or DaVinci Resolve. Having skills in these programs is critical for an entry-level videographer.

If you have experience with other relevant tools like After Effects for motion graphics or Audacity for audio editing, include these as well. This shows your versatility and readiness for various tasks.

Entry-Level Videographer with Motion Graphics Specialization Resume Sample

Aspiring entry-level videographer resume sample.

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