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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!

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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.

• • 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.

All resume examples in this guide

Traditional

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

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.

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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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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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5 Tax Preparer Resume Examples & Writing Guide

Tax preparer resumes done right. We analyzed 5 real-world examples from hired professionals to uncover what works. Includes a complete writing guide with tips on summary statements, key skills, experience and more. See how to structure each section and pick the best format. Plus, learn what to include and avoid so your resume beats the rest. Build a job-winning tax preparer resume today.

A great resume is essential for tax preparers looking to land their dream job. It's the first thing potential employers see, and it can make or break your chances of getting an interview. But writing a resume that effectively showcases your skills and experience can be a challenge. That's where this guide comes in.

In this article, you'll find five real-life examples of tax preparer resumes that have proven successful in getting hired. These examples will give you a clear idea of what a winning resume looks like and how to structure your own. You'll also discover practical tips and advice on how to highlight your qualifications, present your work history, and make your resume stand out from the competition.

Whether you're a seasoned tax preparer or just starting in the field, this guide will provide you with the knowledge and tools you need to create a resume that gets results. So, let's dive in and learn how to craft a resume that will help you secure your next tax preparer position.

Common Responsibilities Listed on Tax Preparer Resumes

• Preparing and filing federal, state, and local tax returns for individuals and businesses
• Reviewing financial records and identifying potential tax deductions and credits
• Calculating taxes owed or refunds due based on tax laws and regulations
• Advising clients on tax planning strategies and ensuring compliance with tax laws
• Researching and interpreting tax laws, regulations, and rulings to ensure accurate tax preparation
• Representing clients before tax authorities in case of audits or disputes
• Maintaining accurate records and documentation for all tax-related activities
• Staying up-to-date with changes in tax laws and regulations
• Providing guidance on tax-related matters, such as retirement planning and estate planning
• Ensuring timely filing of tax returns and payments
• Maintaining confidentiality and protecting clients' sensitive financial information

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How to write a Resume Summary

Defining the stage with an impactful summary or objective on your resume might call to mind the initial stepping onto a glittering platform where the performance of a lifetime either wins applause or falls flat before the dismal creak of a closing curtain.

Fundamentally, a summary or objective section in your resume is more than just an introduction. More so, it presents itself as an elevator pitch for your skills and qualifications. Think of having a few seconds to sell yourself and make an impression that will notch up your credibility before a potential employer. This part of your resume essentially communicates your career plan and emphasizes the intersection of your skills and the company's needs.

Why does this section hold such importance? It becomes the basis upon which potential employers judge whether you're the right individual for the job or not. It saves their time while also giving them reasons to invest more of it in reading the rest of your resume.

When writing the summary or objective, focus on the following three aspects:

Highlight Your Expertise

As a Tax Preparer, your expertise lies in your technical skills, knowledge of tax regulations, and your proven history of preparing accurate tax returns. Acknowledge your specific expertise in concise and clear words that strike right at the heart of the job requirements.

Reveal Your Attributes

Together with the functional expertise, your personal traits play a huge role. Are you meticulous, passionate about tax law, and good at easing client stress during tax season? These attributes make you, uniquely you, while demonstrating your readiness to nail the potential role.

Demonstrate the Impact

Recruiters are keener to know not merely what you can do, but what implications your role can have on the bigger picture. By succinctly articulating the positive impact of your previous work as a Tax Preparer, you can give a preview into spectacular future contributions.

Lastly, writing a gripping summary or objective requires empathy; putting yourself in the hiring managers' shoes. For a resume that not just lists, but tells a story, each line should ally with the employer’s needs and reinforce that you fit the bill just right. This memorable first impression should cohesively resonate with the rest of your resume, creating a ripple effect of confirmations of why you're the best choice for the Tax Preparer position.

Always remember, the goal is not to sell yourself, but to sincerely show the hiring manager why you are a valuable addition to their team. A well-articulated summary or objective simplifies their job while substantially increasing your chances of securing the position. And in the end, this is what matters, doesn't it?

Strong Summaries

• Certified Tax Preparer with over five years of experience in filing accurate tax returns, seeking to leverage my detail-oriented nature and expertise in tax regulations to ensure compliance with local, state, and federal laws in XYZ Company.
• Highly meticulous and reliable Tax Preparer with over a decade of experience in tax preparation and financial consulting; demonstrated ability in maintaining up-to-date knowledge of tax codes and regulations. Looking forward to applying my skills and experience in a challenging role at ABC Corporation.
• Accomplished Tax Preparer with a strong background in financial management and planning, specializing in using advanced software tools for tax preparation. Proven track record in ensuring client satisfaction and strict compliance with tax laws.

Why these are strong ?

Having a professional summary in a resume is a valuable practice as it gives employers a snapshot of your skills and qualifications. These examples are good because they not only outline the candidates' experience and skills in tax preparation but also demonstrate their unique qualities such as detail-oriented nature, reliability, meticulousness, and accomplishment. They state clearly the value the candidate will bring to the prospective employers, which would entice them to continue reading the rest of the resume. Also, they are tailored to fit the specific role the candidates are applying for, thereby personalizing their application.

Weak Summaries

• I am seeking a job as a tax preparer. I like number crunching and helping people with their tax issues.
• Recently graduated student. I've taken a few finance related courses, so I think a tax preparer position would fit me.
• Working as a tax preparer for fun. Love dealing with numbers. I've done some tax preparation before for my friends.
• I want a job as a tax preparer because I need to pay my bills. I find doing taxes to be decent.

Why these are weak ?

The above are examples of poorly written professional summaries for a tax preparer resume. They are considered bad practice for a variety of reasons. Firstly, none of these examples provides specific details about the candidate's past experience, skills, or achievements related to the position. Hiring managers need to see concrete examples of your skills and previous experiences to gauge your ability to perform in the role. Secondly, a few of them reflect a lack of professional attitude towards the job (e.g. 'doing taxes for fun' or 'needing to pay bills'). Prospective employers are likely to prefer individuals showing more dedication and commitment to their roles. Lastly, these summaries lack element of enthusiasm or understanding towards the job role, which could make it harder for the individual to stand out among other candidates. A good professional summary should ideally be a concise but impactful introduction highlighting relevant skills, experience and personal qualities.

Showcase your Work Experience

Let's dive directly into the nature of presenting work experiences. Surely, it constitutes a significant part of your resume and more often than not, it can be a deciding factor for prospective employers. It's where you report on your professional history, outline the tasks you've handled, and highlight the skills you've demonstrated. For you, as a Tax Preparer, it's your chance to turn any past experience into stories of numeracy, meticulous attention to detail, and unflinching reliability under high-pressure circumstances.

Now, let's break down how you might articulate this key section.

Align with the Position

Firstly, bear in mind the specific requirements of the position you're aspiring to secure. Each opportunity will have unique demands and expectations. To make your resume resonate with the hiring manager or recruiter, emphasize experiences that reflect these specific qualifications. If the position involves extensive client interactions, highlight past experiences showcasing your excellent customer service. If it calls for proficiency in a particular tax software, mention when and how you've used this in your past roles.

Detail Your Achievements

Use your work experience section to talk more about the achievements rather than just responsibilities. Instead of saying that you prepared taxes for a wide range of clients, express how your meticulous preparations contributed to client satisfaction, increased repeat business, or led to fewer audits. This communicates not just what you did, but the positive outcome that your actions produced.

Quantify your achievements and impact using concrete numbers, metrics, and percentages to demonstrate the value you brought to your previous roles.

Focus on Relevant Experiences

As a Tax Preparer, it's possible that you may have previous experiences unrelated to tax preparation. Although these can still add value to your resume, make sure to connect them to the skills or attributes that are beneficial to your current role. Transferable skills, like problem-solving or organization, can be highlighted across different job experiences.

Use Industry Keywords

Understandably, human resources personnel and hiring managers get swamped with applications and hence, resume scanning tools, or ATS, are becoming increasingly common. These tools often filter resumes based on relevant keywords or phrases. To beat such systems and land your resume into the human hands, incorporate terms and phrases commonly used in your industry, thereby aligning your resume with the job description.

Quantify Wherever Possible

To drive home your expertise, backing up your experiences with numbers where possible would be beneficial. If you've managed a team of junior tax preparers, mention the team size. If you've helped reduce audits for clients, provide a percentage.

Keep these points in mind as you manifest your work experience. The goal is to tell your unique professional story in a way that not only aligns closely with the job description but also offers tangible proof of your capabilities. It's your chance to show through past experiences that you possess the skills and knowledge that make you the ideal candidate.

Strong Experiences

• Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.
• Ensured clients receive maximum benefits by staying updated on tax laws, regulations, and new tax software and strategies.
• Identified potential tax credits and liabilities and suggested suitable tax planning strategies for clients.
• Conducted research and analysis of complex tax issues to minimize tax liability and maximize client’s tax savings.
• Communicated with clients to explain, collect necessary information, and address any issues or queries about tax data.

These examples are considered good because they demonstrate the candidate's abilities and experiences effectively. They highlight key aspects like preparing tax returns, staying updated on laws and software, identifying tax credits and liabilities, and communication with clients. Each point is result-oriented, specific, and indicative of the candidate's work responsibilities and achievements. This offers the potential employer an insight into the candidate's skills and proven track record.

Weak Experiences

• Did tax-preparation stuff.
• Handled some clients.
• Worked during tax season.
• Know Tax laws.
• Responsible for customer stuff.

These provided examples are vague and unspecific, making them bad examples for a resume. Firstly, 'Did tax-preparation stuff' and 'Handled some clients' give no indication of the scope or nature of the work involved. The lack of quantifiable achievements or specific accomplishments makes these entries unconvincing. Secondly, 'Worked during tax season' is similarly vague and does not convey a sense of competence or expertise. Moreover, 'Know Tax laws' is a weak claim without evidence or context. Lastly, 'Responsible for customer stuff' is unprofessional and does not provide a clear understanding of the applicant's responsibilities or capabilities. Effective bullet points on a resume should be concise, specific, and quantifiable, demonstrating the candidate's skills and accomplishments.

Skills, Keywords & ATS Tips

Crafting a professional Tax Preparer resume involves a balanced blend of hard and soft skills. Both these skills enable you to demonstrate your qualifications and potential to prospective employers. Moreover, alignment with Applicant Tracking Systems (ATS) through the strategic use of keywords connected with these skills can significantly increase your visibility. So, let's dive in and explore the relevance of hard and soft skills, keywords, ATS and their correlation.

Hard Skills & Importance in a Tax Preparer Resume

Hard skills are practical, technical abilities you need to perform your job efficiently. For a Tax Preparer, these could involve knowledge of tax-related software, knowledge of federal and state tax laws, financial analysis, and accuracy in calculations. These hard skills provide a concrete demonstration of your professional abilities and help prospective employers measure your technical competence. By highlighting the right hard skills on your resume, you directly showcase your capability to perform the job’s core duties.

Soft Skills and their Relevance

Soft skills, on the other hand, are your personal traits or interpersonal aptitudes that affect your ability to work and interact with others. These skills, such as communication skills, problem-solving abilities, and attention to detail, are harder to quantify but equally vital. They highlight your ability to excel in the workplace beyond technical tasks. For a Tax Preparer, having excellent communication or organisational skills can instil confidence in clients.

Keywords, ATS and Matching Skills

Applicant Tracking Systems (ATS) are software tools used by many employers to screen resumes. They are designed to identify keywords that match the job description. The more your resume aligns with the job posting, the higher the chances of an ATS identifying your application as a possible match.

To increase your resume’s chances of passing an ATS screening, identify the hard and soft skills listed in the job description and integrate those keywords into your resume. This doesn’t mean keyword stuffing, but subtly weaving the words into a comprehensive account of your abilities. Keep in mind; ATS also appreciates the context, so provide brief, relevant examples demonstrating your skills.

The Connection: Hard & Soft Skills, Keywords, and ATS

Hard and soft skills prove that you're qualified, while keywords ensure that you're visible to the ATS. To effectively use keywords in your resume, align them with the hard and soft skills you possess. This ensures you present a consistent picture of your abilities and potential, significantly increasing your chances of making it past the ATS and onto the interview stage. Combining this strategy with a well-structured, concise, and error-free resume can propel your job application to the front of the line.

Top Hard & Soft Skills for Full Stack Developers

Hard skills.

• Tax Law Knowledge
• Accounting Principles
• Financial Analysis
• IRS Regulations
• Tax Preparation Software
• Auditing Skills
• Mathematical Proficiency
• Data Analysis
• Attention to Detail
• Problem-Solving
• Critical Thinking
• Research Skills
• Communication Skills
• Time Management
• Organizational Skills

Soft Skills

• Client Communication
• Adaptability
• Ethical Judgement
• Stress Management
• Analytical Thinking
• Interpersonal Skills
• Conflict Resolution
• Decision Making
• Professionalism

Top Action Verbs

Use action verbs to highlight achievements and responsibilities on your resume.

• Prepared tax returns
• Analyzed financial documents
• Interpreted tax laws
• Communicated with clients
• Researched tax regulations
• Reviewed financial records
• Collaborated with colleagues
• Managed client accounts
• Resolved tax issues
• Advised on tax planning
• Completed tax forms
• Audited financial statements
• Organized tax documents
• Evaluated deductions
• Filed tax returns
• Consulted on tax matters
• Updated tax records
• Calculated tax liabilities
• Presented tax strategies
• Assisted with tax audits
• Verified financial data
• Maintained client confidentiality
• Implemented tax-saving techniques
• Documented tax information
• Handled tax inquiries
• Negotiated tax settlements
• Educated clients on tax laws
• Managed tax deadlines
• Adhered to IRS guidelines
• Resolved tax disputes
• Implemented tax compliance measures
• Advised on tax implications
• Prevented tax errors
• Supported tax planning efforts
• Reviewed tax assessments
• Compiled tax reports

Education & Certifications

To add your education and certificates to your resume as a tax preparer, start by creating a section titled 'Education & Certifications'. List your educational qualifications first, starting from the latest. Include the name of the institution, degree, and the years of study. Similarly, for certificates, list the name of the certification, issuing authority, and the year of certification. This structure brings clarity and makes it easy for the hiring manager to understand your educational background and professional refinement.

Some of the most important certifications for Tax Preparers

The highest credential awarded by the IRS, allowing individuals to represent taxpayers before the IRS.

A professional accounting designation granted by the AICPA and state boards of accountancy.

A professional designation in accounting offered by the Institute of Chartered Accountants.

Focuses on personal financial planning, including tax planning.

Resume FAQs for Tax Preparers

What is the ideal format for a tax preparer resume.

The ideal format for a Tax Preparer resume is a reverse-chronological format, which lists your work experience from most recent to oldest. This format highlights your career progression and allows employers to easily see your relevant experience.

How long should a Tax Preparer resume be?

A Tax Preparer resume should typically be one page in length for candidates with less than 10 years of experience, and no more than two pages for those with more extensive experience. The key is to be concise and highlight only the most relevant information.

What should be included in the resume summary or objective?

Your resume summary or objective should be a brief statement (2-3 lines) that highlights your relevant skills, experience, and qualifications as a Tax Preparer. It should be tailored to the specific job you're applying for and grab the employer's attention.

How should I list my tax preparation certifications?

Tax preparation certifications, such as Enrolled Agent (EA), Certified Public Accountant (CPA), or Registered Tax Return Preparer (RTRP), should be prominently listed near the top of your resume, either in a dedicated "Certifications" section or within your resume summary.

What software skills should I highlight on my Tax Preparer resume?

As a Tax Preparer, you should highlight your proficiency in tax preparation software like TurboTax, Drake Tax Software, ProSeries, or any other industry-specific software you have experience with. Additionally, mention your expertise in Microsoft Office Suite, particularly Excel.

How can I make my Tax Preparer resume stand out?

To make your Tax Preparer resume stand out, quantify your achievements with metrics (e.g., number of tax returns prepared, amount of refunds secured), highlight any specialized tax knowledge or experience (e.g., international taxation, estate planning), and emphasize your attention to detail, organizational skills, and ability to meet deadlines.

Tax preparers review financial records, calculate taxes owed, and ensure compliance with tax laws. Key duties involve preparing accurate tax returns for clients. When writing a resume for this role, highlight your tax preparation certification, relevant experience, and technical skills like expertise in tax software. Emphasize your attention to detail, ability to meet deadlines, and strong numerical abilities.

Highly skilled tax professional with a proven track record of delivering accurate and timely tax preparation services. Adept at navigating complex tax laws and regulations to maximize client benefits while ensuring compliance. Committed to providing exceptional customer service and building long-lasting relationships with clients.

• Prepared and reviewed over 500 individual and business tax returns annually, ensuring accuracy and compliance with federal and state tax laws.
• Identified opportunities for tax savings and credits, resulting in an average of $2,500 in additional refunds per client.
• Trained and mentored a team of 5 junior tax preparers, fostering a collaborative and efficient work environment.
• Maintained up-to-date knowledge of tax law changes and regularly attended professional development seminars.
• Received consistent positive feedback from clients, with a 98% satisfaction rate and 90% client retention year-over-year.
• Prepared over 300 individual tax returns per season, consistently meeting deadlines and quality standards.
• Developed expertise in handling complex tax situations, including self-employment, rental properties, and investment income.
• Assisted clients in resolving tax issues and represented them in correspondence with the IRS.
• Contributed to the development of an internal training program for new hires, improving onboarding efficiency by 30%.
• Recognized as 'Employee of the Month' three times for outstanding performance and customer service.
• Assisted in the preparation of over 200 individual tax returns per season under the supervision of senior tax preparers.
• Conducted thorough client interviews to gather necessary information and documentation.
• Performed quality control checks on completed tax returns to ensure accuracy and completeness.
• Participated in community outreach events to promote tax preparation services and attract new clients.
• Received praise from management for strong work ethic and quick learning ability.
• Individual tax preparation
• Business tax preparation
• Tax law knowledge
• IRS representation
• Tax planning
• Drake Software
• Customer service
• Attention to detail
• Problem-solving
• Time management
• Communication
• Multilingual (English, Spanish)

A Tax Analyst prepares tax returns, ensures compliance with regulations, analyzes data, and identifies savings opportunities. For the resume, highlight tax software proficiency, analytical skills, certifications, and quantify achievements like audits handled or tax savings delivered. Keep the description concise yet informative within the 90-word limit.

Highly skilled Tax Analyst with a proven track record of optimizing tax strategies and ensuring compliance for Fortune 500 companies. Adept at navigating complex tax laws and regulations to minimize liabilities and maximize savings. Collaborative team player with exceptional analytical and problem-solving abilities.

• Spearheaded tax planning initiatives for high-net-worth clients, resulting in an average tax savings of $1.2 million per client.
• Developed and implemented a streamlined process for tax provision calculations, reducing preparation time by 30%.
• Collaborated with cross-functional teams to identify and mitigate tax risks, ensuring 100% compliance with federal and state regulations.
• Provided expert guidance on tax implications of mergers and acquisitions, facilitating smooth transitions for clients.
• Mentored and trained junior tax analysts, fostering a culture of continuous learning and professional development.
• Prepared and reviewed complex corporate tax returns for clients across diverse industries, ensuring accuracy and timeliness.
• Conducted in-depth research on tax laws and regulations, providing clients with up-to-date advice and recommendations.
• Identified opportunities for tax credits and incentives, securing over $5 million in savings for clients.
• Assisted in the development and implementation of tax software solutions, enhancing efficiency and reducing errors.
• Represented clients in tax audits and appeals, successfully negotiating favorable settlements with tax authorities.
• Prepared individual and partnership tax returns, ensuring compliance with federal and state tax laws.
• Assisted in the preparation of tax provision calculations and related workpapers for corporate clients.
• Conducted tax research and analysis to support senior tax professionals in providing client solutions.
• Participated in community outreach programs, providing pro bono tax services to low-income individuals and families.
• Received recognition for exceptional client service and teamwork.
• Corporate Tax
• Partnership Tax
• Individual Tax
• Tax Research
• Tax Provision
• Tax Planning
• Tax Compliance
• Financial Reporting
• Project Management
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Tax Software (CCH, GoSystem, Lacerte)

A Senior Tax Analyst analyzes financial data, prepares tax returns, ensures compliance, and provides strategic tax advice. They require a degree, CPA, and 5+ years of experience. For the resume, highlight tax preparation expertise, technical knowledge, analytical skills, and accomplishments like reducing liabilities or improving processes. Quantify achievements and emphasize your ability to drive tax optimization strategies.

Highly accomplished Senior Tax Analyst with over 10 years of experience in delivering strategic tax planning and compliance solutions for diverse industries. Proven track record of successfully managing complex tax projects, optimizing tax positions, and collaborating with cross-functional teams to drive operational efficiency and cost savings. Adept at leveraging cutting-edge tax technologies and staying abreast of evolving tax regulations to provide proactive advice and mitigate risks.

• Spearheaded a tax optimization project for a Fortune 500 client, resulting in annual tax savings of $10M+.
• Developed and implemented a comprehensive tax compliance framework, ensuring 100% adherence to federal and state regulations.
• Led a team of 5 junior tax analysts in conducting tax research, preparing tax returns, and managing tax audits.
• Collaborated with the finance and accounting teams to streamline tax reporting processes, reducing turnaround time by 30%.
• Provided strategic tax planning advice to C-suite executives, enabling informed decision-making and risk mitigation.
• Conducted in-depth tax research and analysis for clients across various industries, identifying tax saving opportunities.
• Prepared and reviewed federal and state income tax returns for corporations, partnerships, and individuals.
• Assisted in the successful resolution of tax audits, minimizing client exposure and ensuring compliance.
• Developed tax planning strategies for mergers and acquisitions, optimizing tax positions and enhancing ROI.
• Mentored and trained junior tax analysts, fostering a high-performance team culture.
• Assisted in preparing complex tax returns for high-net-worth individuals and closely-held businesses.
• Conducted tax research and analysis to identify tax saving opportunities and ensure compliance with regulations.
• Collaborated with the audit team to review and validate tax provisions and disclosures.
• Participated in tax due diligence projects for mergers and acquisitions, providing valuable insights to clients.
• Demonstrated strong attention to detail and problem-solving skills in resolving tax-related issues.
• Tax Accounting
• International Tax
• Transfer Pricing
• Mergers & Acquisitions
• Tax Technology

As a Tax Intern, you'll gain hands-on experience assisting tax professionals in preparing individual and corporate tax returns. Daily tasks include reviewing financial records, computing taxes owed, and ensuring compliance with tax laws and regulations. This role requires strong analytical skills to identify potential deductions and tax-saving opportunities. You'll also develop customer service abilities by answering client inquiries. Ideal candidates are detail-oriented, with proficiency in accounting software and MS Office applications. A Tax Intern position provides valuable training in tax code, financial reporting, and client relations within a professional services environment.

Aspiring tax professional with a strong academic background in accounting and finance, seeking a challenging internship opportunity to apply theoretical knowledge and gain practical experience in tax preparation, compliance, and planning. Possess excellent analytical, problem-solving, and communication skills, along with a keen eye for detail and a commitment to delivering high-quality work.

• Assisted in preparing individual and corporate tax returns, ensuring accuracy and compliance with federal and state regulations.
• Conducted research on tax laws and regulations to support senior team members in providing tax advisory services to clients.
• Performed data entry and reconciliation tasks, maintaining organized and up-to-date client files and documentation.
• Participated in team meetings and training sessions to expand knowledge of tax concepts and industry best practices.
• Received positive feedback from supervisors for strong work ethic, attention to detail, and ability to learn quickly in a fast-paced environment.
• Conducted financial analysis and prepared reports on portfolio performance, risk exposure, and market trends for institutional clients.
• Assisted in developing and updating financial models to support investment decision-making and asset allocation strategies.
• Collaborated with cross-functional teams to streamline reporting processes and improve data accuracy and consistency.
• Presented findings and recommendations to senior management, demonstrating strong communication and data visualization skills.
• Completed internship with a deep understanding of financial markets, investment strategies, and the importance of data-driven decision-making.
• Provided free tax preparation services to low-income families and individuals as part of the IRS Volunteer Income Tax Assistance (VITA) program.
• Conducted client interviews to gather necessary information and documentation, ensuring a thorough understanding of each client's unique tax situation.
• Prepared and reviewed tax returns using TaxSlayer software, applying knowledge of tax laws and credits to maximize refunds and minimize liabilities.
• Communicated complex tax concepts to clients in a clear and concise manner, addressing questions and concerns with patience and professionalism.
• Contributed to the successful completion of over 100 tax returns, helping families and individuals receive much-needed refunds and financial support.
• Tax Preparation
• Financial Modeling
• Data Analytics
• Bloomberg Terminal
• Problem Solving

A Tax Manager oversees an organization's tax planning, compliance, and reporting. Key duties involve managing audits, reviewing returns, advising on tax strategies, and ensuring adherence to regulations. For the resume, highlight tax accounting experience, CPA credentials, strong analytical and organizational skills, and knowledge of tax laws.

Driven and detail-oriented Tax Manager with over 10 years of experience in providing strategic tax planning and compliance services for diverse clientele. Proven track record of developing innovative tax strategies, maximizing tax savings, and ensuring compliance with federal and state regulations. Excels at leading cross-functional teams and collaborating with stakeholders to deliver exceptional results.

• Manage a team of 12 tax professionals, overseeing tax compliance and planning projects for Fortune 500 clients
• Developed and implemented a new tax strategy, resulting in $10M+ in annual tax savings for key clients
• Spearheaded the automation of tax processes, reducing manual effort by 30% and improving accuracy
• Serve as a trusted advisor to C-suite executives, providing strategic guidance on complex tax matters
• Conduct regular training sessions for junior staff, fostering a culture of continuous learning and development
• Prepared and reviewed federal and state tax returns for individuals, partnerships, and corporations
• Identified and implemented tax planning opportunities, resulting in $5M+ in tax savings for clients
• Managed a portfolio of 50+ clients, ensuring timely and accurate delivery of tax services
• Collaborated with audit teams to ensure proper tax treatment of complex transactions
• Mentored and trained junior tax accountants, contributing to their professional growth and development
• Prepared federal and state tax returns for individuals and partnerships
• Conducted tax research and analysis to support client engagements
• Assisted in the development and implementation of tax planning strategies
• Participated in process improvement initiatives, streamlining tax return preparation processes
• Provided exceptional client service, consistently receiving positive feedback from clients and senior management
• Tax Planning & Strategy
• International Taxation
• Tax Research & Analysis
• Tax Automation & Technology
• Team Leadership
• Client Relations
• Analytical Skills

Tax Preparer Resume Examples (Template & 20+ Tips)

Create a standout tax preparer resume with our online platform. browse professional templates for all levels and specialties. land your dream role today.

Are you looking for a reliable tax preparer to help you with your financial needs? Look no further! Our tax preparer resume example showcases the skills and qualifications you should look for when hiring a tax professional. From experience in tax law and regulations to proficiency in financial software, our resume example will help you identify the best candidate for the job.

We will cover:

• How to write a resume , no matter your industry or job title.
• What to put on a resume to stand out.
• The top skills employers from every industry want to see.
• How to build a resume fast with our professional Resume Builder .
• Why you should use a resume template

What does a Tax Preparer do?

• Interview clients to gather tax information
• Review financial records and prepare tax returns
• Ensure accurate and timely filing of tax forms
• Advise clients on tax laws and potential tax deductions
• Keep up to date with changes in tax laws and regulations
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What are some responsibilities of a Tax Preparer?

• Prepare and file taxes accurately and on time
• Stay updated on tax laws and regulations
• Inform clients about potential tax deductions and credits
• Ensure compliance with tax laws and regulations
• Communicate with clients and government agencies as needed

Sample Tax Preparer Resume for Inspiration

Personal Details:

Name: John Doe

Email: [email protected]

Phone: 123-456-7890

John Doe is a tax preparer with over 5 years of experience in preparing individual and corporate tax returns. He is highly skilled in tax law, accounting principles, and financial analysis. John is detail-oriented and dedicated to providing accurate and efficient tax preparation services to his clients.

Work Experience:

• Tax Preparer - ABC Tax Services (2017-present) - Prepared and filed individual and corporate tax returns - Conducted tax research and analysis - Assisted clients with tax planning and compliance
• Tax Associate - XYZ Accounting Firm (2015-2017) - Assisted in tax preparation for individual and corporate clients - Conducted tax interviews and gathered necessary documentation - Resolved client inquiries and issues related to tax returns
• Bachelor of Science in Accounting - University of ABC (2011-2015)
• Certified Public Accountant (CPA) - State Board of Accountancy (2016)
• Proficient in tax software such as Intuit ProConnect and Drake Tax
• Strong understanding of tax laws and regulations
• Excellent analytical and problem-solving abilities
• Attention to detail and accuracy in financial calculations
• Effective communication and client interaction skills

Certifications:

• Certified Public Accountant (CPA)
• Enrolled Agent (EA)

Fluent in English and Spanish

Resume tips for Tax Preparer

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Tax Preparer resume tips. We collected the best tips from seasoned Tax Preparer - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

• Highlight your relevant experience and skills in tax preparation
• Showcase your certifications and qualifications in the field
• Include any specialized knowledge, such as experience with specific tax software or expertise in certain tax laws
• Quantify your accomplishments, such as the number of tax returns you have prepared or the amount of taxes saved for clients
• Emphasize your attention to detail and ability to accurately navigate complex tax regulations

Tax Preparer Resume Summary Examples

A Tax Preparer Resume Summary or Resume Objective can help in summarizing your relevant skills and experience to potential employers. It can quickly showcase your qualifications and career goals, giving hiring managers an idea of your potential fit for the role. Whether you are an experienced tax professional or just starting out in the field, a well-crafted summary or objective can make your resume stand out in the competitive job market. For Example:

• Accurate and detail-oriented tax preparer with 5 years of experience in individual and business tax preparation.
• Proficient in tax software and staying current with tax laws and regulations.
• Strong communication skills and ability to work with clients to gather necessary financial information.
• Experience in conducting tax research and resolving complex tax issues.
• Adept at meeting deadlines and managing multiple client accounts simultaneously.

Build a Strong Experience Section for Your Tax Preparer Resume

Building a strong experience section for a tax preparer resume is crucial because it showcases the candidate's expertise and knowledge in tax laws, regulations, and preparation procedures. It provides evidence of relevant work experience, and highlights their ability to accurately and efficiently prepare tax returns for individuals and businesses. A strong experience section can help the candidate stand out to potential employers and increase their chances of securing a desirable tax preparer position. For Example:

• Managed and filed income tax returns for individuals and businesses
• Reviewed financial records and prepared accurate tax documents
• Provided tax advice and guidance to clients on tax planning and strategies
• Performed tax research and analysis on complex tax issues
• Communicated with clients and tax authorities to address tax-related inquiries
• Processed and submitted tax forms required for compliance with federal and state tax regulations
• Developed and maintained relationships with clients to ensure repeat business
• Conducted tax-related financial assessments and audits
• Stayed up-to-date with changing tax laws and regulations to inform and advise clients
• Collaborated with a team of professionals to provide comprehensive tax services

Tax Preparer resume education example

A Tax Preparer typically needs a high school diploma or equivalent education. Some employers may prefer candidates with an associate's or bachelor's degree in accounting, finance, or a related field. Additionally, tax preparers may benefit from completing relevant courses in taxation, accounting, and finance. Obtaining professional certification, such as the IRS-sponsored Enrolled Agent credential, can also enhance a tax preparer's qualifications. Here is an example of an experience listing suitable for a Tax Preparer resume:

• Bachelor of Science in Accounting - University of ABC, 2011-2015
• Certified Public Accountant (CPA) - State Board of Accountancy, 2016
• Advanced Taxation Certification - Tax Institute, 2017

Tax Preparer Skills for a Resume

It is important to add skills for a Tax Preparer Resume because it helps to showcase your expertise and qualifications in tax preparation and financial management. Highlighting relevant skills can demonstrate your ability to accurately calculate taxes, communicate effectively with clients, and stay up to date with changing tax laws and regulations. This can make you a more competitive candidate for tax preparation positions. Soft Skills:

• Communication skills
• Attention to detail
• Time management
• Problem-solving abilities
• Customer service skills
• Organization skills
• Adaptability
• Analytical thinking
• Ethical behavior
• Tax law knowledge
• IRS regulations
• Financial analysis
• Accounting software
• Microsoft Excel
• QuickBooks proficiency
• Financial reporting
• Audit preparation
• Payroll processing
• Bookkeeping skills

Common Mistakes to Avoid When Writing a Tax Preparer Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

• Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
• Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
• Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
• Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
• Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
• Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
• Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Tax Preparer resume

• Experience in preparing and filing individual and business tax returns
• Strong knowledge of tax laws and regulations
• Ability to accurately calculate and report financial information
• Proficient in using tax preparation software
• Excellent communication and customer service skills
• Detail-oriented and organized
• Awareness of IRS guidelines and deadlines
• Ability to work under pressure and meet deadlines

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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

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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

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.

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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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5 Tax Preparer Resume Examples for Your 2024 Job Search

Tax preparers are experts in understanding the complexities of the tax code and helping people maximize their returns. As a tax preparer, your resume should have a lot in common with a tax return. It should be accurate, organized, and tailored to the needs of the reader. In this guide, we'll review X tax preparer resume examples to help you maximize your job search success.

Resume Examples

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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

You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.

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

Tax Analyst Resume Example:

• Developed and implemented tax planning strategies that resulted in a 10% reduction in tax liability for clients.
• Conducted thorough research and analysis of tax regulations and laws, resulting in the identification of $500,000 in potential tax savings opportunities for a corporate client.
• Provided expert tax advice and guidance to colleagues, resulting in a 15% increase in team efficiency and a 20% increase in client satisfaction scores.
• Managed the preparation and review of tax provisions for financial statements, ensuring compliance with GAAP and resulting in a 95% accuracy rate.
• Developed and maintained relationships with tax authorities, resulting in a 30% reduction in audit time and a 25% reduction in penalties for a corporate client.
• Identified and implemented process improvements to increase efficiency, resulting in a 20% reduction in turnaround time for tax returns.
• Prepared and reviewed tax projections and estimates, resulting in a 98% accuracy rate and a 15% increase in client retention.
• Assisted with audits and tax examinations, resulting in a 90% success rate and a 25% reduction in penalties for clients.
• Monitored and analyzed changes in tax laws and regulations, resulting in the development of new tax planning strategies and a 10% increase in revenue for the firm.
• Tax research and analysis
• Tax law and regulation expertise
• Tax provision preparation and review
• GAAP compliance
• Relationship management with tax authorities
• Process improvement and efficiency
• Tax projections and estimates
• Audit and tax examination assistance
• Monitoring and analyzing tax law changes
• Client retention and satisfaction
• Team collaboration and guidance
• Financial statement analysis
• Tax return preparation and review
• Analytical and critical thinking skills
• Excellent communication skills
• Adaptability and flexibility

Senior Tax Analyst Resume Example:

• Developed and implemented tax strategies resulting in a 15% reduction in tax liabilities for the organization.
• Managed the preparation and review of tax provisions and related disclosures, ensuring compliance with federal, state, and local tax laws and regulations.
• Identified and implemented process improvements, resulting in a 20% increase in efficiency and accuracy in tax reporting.
• Managed the preparation and review of tax estimates and projections, resulting in a 10% reduction in tax liabilities for the organization.
• Assisted in the preparation of tax audit defense, resulting in a successful resolution of all tax audits with no penalties or fines.
• Researched and analyzed complex tax issues, providing guidance to senior management on tax implications of business decisions.
• Prepared and reviewed federal, state, and local tax returns, ensuring compliance with all tax laws and regulations.
• Monitored changes in tax laws and regulations, providing guidance to senior management on potential impacts to the organization.
• Assisted in the preparation of tax compliance and reporting requirements, resulting in timely and accurate filing of all tax returns and reports.
• Tax strategy development and implementation
• Tax compliance and reporting
• Federal, state, and local tax law expertise
• Tax audit defense and resolution
• Tax estimation and projection
• Regulatory monitoring and guidance
• Tax implications of business decisions
• Cross-functional collaboration
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Proficiency in tax software and technology
• Adaptability to changing tax regulations and environment

Tax Intern Resume Example:

• Conducted thorough research and analysis of tax laws and regulations, resulting in the identification of potential tax savings opportunities for clients, leading to a 10% increase in client satisfaction scores.
• Assisted in the preparation of tax audits and appeals, ensuring compliance with regulations and minimizing penalties for clients, resulting in a 15% reduction in audit-related costs.
• Prepared and filed tax returns for international clients, demonstrating a strong understanding of international tax laws and regulations, resulting in a 20% increase in international client base.
• Assisted in the preparation of tax compliance documents, ensuring timely and accurate filing of tax returns for clients, resulting in a 95% on-time filing rate.
• Collaborated with senior tax professionals to develop tax planning strategies for clients, resulting in a 25% increase in revenue for the tax department.
• Prepared and reviewed financial statements for accuracy, identifying and correcting errors, resulting in a 10% increase in financial statement accuracy.
• Prepared and filed tax returns for individuals, trusts, and corporations, ensuring compliance with regulations and minimizing penalties for clients, resulting in a 90% accuracy rate.
• Assisted in the preparation of tax projections and estimates, providing clients with accurate and reliable financial information, resulting in a 15% increase in client satisfaction scores.
• Assisted in the preparation of tax returns for state and local jurisdictions, demonstrating a strong understanding of state and local tax laws and regulations, resulting in a 20% increase in state and local client base.
• Tax compliance and regulation
• Tax audit and appeal preparation
• International tax laws and regulations
• Tax return preparation and filing
• Tax planning strategies
• Financial statement preparation and review
• State and local tax laws and regulations
• Collaboration and teamwork
• Client satisfaction and relationship management
• Adaptability to changing tax laws and regulations
• Strong communication skills

Tax Manager Resume Example:

• Developed and implemented tax planning strategies for a high-net-worth individual, resulting in a 20% reduction in their overall tax liability.
• Managed a team of 5 junior tax staff, providing guidance and training that resulted in a 15% increase in their productivity and accuracy.
• Represented a client in an audit with the IRS, successfully negotiating a settlement that reduced their tax liability by 30%.
• Developed and maintained relationships with 10 key clients, resulting in a 25% increase in revenue and a 15% increase in client satisfaction scores.
• Identified and implemented process improvements that reduced the time required to prepare and review tax returns by 20%, resulting in a 10% increase in overall team productivity.
• Managed the preparation and review of quarterly and annual tax provisions for a publicly traded company, ensuring compliance with GAAP and SEC regulations.
• Researched and analyzed complex tax issues related to a merger and acquisition, resulting in a tax savings of $2M for the acquiring company.
• Developed and maintained internal tax policies and procedures, ensuring compliance with federal and state regulations and reducing the risk of penalties and fines.
• Identified and implemented tax planning strategies for a multinational corporation, resulting in a 15% reduction in their overall tax liability and a savings of $5M.
• Team management and leadership
• IRS audit representation and negotiation
• GAAP and SEC compliance
• Mergers and acquisitions tax expertise
• Internal tax policy development and maintenance
• Multinational tax strategy implementation
• Federal and state tax regulation compliance
• Tax savings identification and implementation
• Staff training and development

High Level Resume Tips for Tax Preparers:

Must-have information for a tax preparer resume:.

Here are the essential sections that should exist in an Tax Preparer resume:

• Contact Information
• Resume Headline
• Resume Summary or Objective
• Work Experience & Achievements
• Skills & Competencies

Additionally, if you're eager to make an impression and gain an edge over other Tax Preparer candidates, you may want to consider adding in these sections:

• Certifications/Training

Let's start with resume headlines.

Why Resume Headlines & Titles are Important for Tax Preparers:

Tax preparer resume headline examples:, strong headlines.

• Experienced Tax Preparer with a proven track record of maximizing deductions and minimizing liabilities for clients
• Detail-oriented Tax Preparer with expertise in complex tax codes and regulations, ensuring compliance and accuracy for clients
• Customer-focused Tax Preparer with exceptional communication skills and a reputation for providing personalized tax advice and solutions

Why these are strong: These resume headlines are strong for Tax Preparers as they highlight key skills and accomplishments that are relevant to their roles. The first headline emphasizes the candidate's experience and success in maximizing deductions and minimizing liabilities for clients, which is a crucial factor that hiring managers look for in Tax Preparers. The second headline showcases the candidate's expertise in complex tax codes and regulations, which is essential for ensuring compliance and accuracy for clients. Finally, the third headline emphasizes the candidate's customer-focused approach, exceptional communication skills, and reputation for providing personalized tax advice and solutions, which are all important qualities for building and maintaining client relationships in the tax preparation industry.

Weak Headlines

• Tax Preparer with Experience in Filing Taxes
• Detail-Oriented Tax Preparer with Strong Analytical Skills
• Tax Preparer with Knowledge of Tax Laws and Regulations

Why these are weak:

• These resume headlines need improvement for Tax Preparers as they lack specificity and fail to highlight the candidate's unique skills or accomplishments. The first headline is too generic and doesn't mention any specific types of taxes or industries the candidate has worked in. The second headline mentions analytical skills, but doesn't provide any context or examples of how those skills were used to benefit previous employers. The third headline mentions knowledge of tax laws and regulations, but doesn't showcase any certifications or measurable achievements that could strengthen the candidate's profile.

Writing an Exceptional Tax Preparer Resume Summary:

Resume summaries are crucial for Tax Preparers as they provide a concise yet powerful way to showcase their skills, experience, and unique value proposition. A well-crafted summary can immediately capture the attention of hiring managers, setting the tone for the rest of the resume and positioning the candidate as an ideal fit for the role.

For Tax Preparers specifically, an effective resume summary is one that highlights their ability to accurately prepare tax returns, ensure compliance with tax laws and regulations, and provide exceptional customer service.

Key points that Tax Preparers should convey in a resume summary include:

Relevant Experience: Clearly mention the number of years of experience you have in tax preparation, highlighting any notable achievements or career highlights. If you have experience with different types of tax returns or industries that are particularly relevant to the job, mention that too.

Technical and Domain Expertise: Showcase your knowledge of tax laws and regulations, as well as any industry-specific knowledge that would be beneficial to the role (e.g., small business, self-employed individuals).

Attention to Detail: In any tax preparation role, attention to detail is critical. Emphasize your ability to accurately prepare tax returns, review documents for accuracy, and ensure compliance with tax laws and regulations.

Customer Service: Highlight your ability to provide exceptional customer service, including answering questions, resolving issues, and building strong relationships with clients.

Analytical and Problem-Solving Skills: Show that you can analyze data, identify trends, and make informed decisions to optimize tax returns and minimize tax liabilities.

To create a compelling resume summary, use your best judgment to choose the right combination of these key points that align closest with the individual role you’re applying for. Remember, your resume summary will be one of the first things that a potential employer will see about you and your tax preparation career.

Tax Preparer Resume Summary Examples:

Strong summaries.

• Detail-oriented Tax Preparer with 5 years of experience in individual and small business tax preparation. Proficient in tax software and knowledgeable in tax laws and regulations. Consistently delivering high-quality work and exceeding client expectations.
• Experienced Tax Preparer with a strong background in accounting and finance. Skilled in tax planning and compliance, with a proven track record of minimizing tax liabilities for clients. Excellent communication and interpersonal skills, able to build strong relationships with clients and colleagues.
• Certified Tax Preparer with expertise in complex tax returns for high-net-worth individuals and businesses. Proficient in tax research and analysis, able to identify tax-saving opportunities and provide strategic tax planning advice. Strong attention to detail and accuracy, ensuring compliance with all tax laws and regulations.

Why these are strong: These resume summaries are strong for Tax Preparers as they highlight the candidates' relevant experience, skills, and knowledge in tax preparation and planning. The first summary emphasizes the candidate's attention to detail and client-focused approach, making them a reliable and trustworthy tax preparer. The second summary showcases the candidate's strong accounting and finance background, as well as their ability to minimize tax liabilities for clients, making them a valuable asset to any tax firm. Lastly, the third summary demonstrates the candidate's expertise in complex tax returns and strategic tax planning, making them highly qualified for high-net-worth individuals and businesses. Overall, these summaries effectively communicate the candidates' strengths and qualifications, making them stand out to potential employers.

Weak Summaries

• Tax Preparer with experience in preparing tax returns for individuals and businesses, seeking a new opportunity to utilize my skills and knowledge in a challenging environment.
• Experienced Tax Preparer with a background in tax law and accounting principles, looking to leverage my expertise to provide accurate and timely tax preparation services to clients.
• Tax Preparer with a focus on customer service and attention to detail, committed to ensuring clients receive the maximum refund possible while staying compliant with tax regulations.

Why these are weak: These resume summaries need improvement for Tax Preparers as they lack specific achievements, skills, or qualifications that would set the candidates apart from other applicants. The first summary provides only a general overview of the candidate's experience without mentioning any specific industries or types of tax returns they have prepared. The second summary mentions tax law and accounting principles, but doesn't provide any examples of how the candidate has applied this knowledge to improve tax preparation services or client satisfaction. The third summary mentions customer service and attention to detail, but doesn't provide any quantifiable results or details on the candidate's successes in providing exceptional service or maximizing refunds for clients, which would make their profile more compelling to potential employers.

Resume Objective Examples for Tax Preparers:

Strong objectives.

• Detail-oriented and highly motivated Tax Preparer seeking an entry-level position to utilize my strong analytical skills and passion for numbers to ensure accurate tax filings and provide exceptional customer service to clients.
• Recent accounting graduate with a specialization in tax preparation, eager to apply my knowledge of tax laws and regulations to assist clients in maximizing their tax returns and minimizing their liabilities.
• Goal-driven and organized professional with experience in bookkeeping and tax preparation, seeking a Tax Preparer position to leverage my skills in tax planning, compliance, and client communication to contribute to the success of a reputable accounting firm.

Why these are strong: These resume objectives are strong for up and coming Tax Preparers because they showcase the candidates' relevant skills, education, and eagerness to learn and contribute to the success of the organization. The first objective emphasizes the candidate's attention to detail and customer service skills, which are important attributes for a Tax Preparer. The second objective showcases the candidate's educational background and knowledge of tax laws and regulations, demonstrating a strong foundation for success in the role. Lastly, the third objective highlights the candidate's experience in bookkeeping and tax preparation, making them a promising fit for a Tax Preparer position where they can further develop their skills and contribute to the company's growth.

Weak Objectives

• Seeking a Tax Preparer position where I can utilize my skills and knowledge to contribute to the success of the company.
• Recent graduate with some experience in tax preparation seeking a Tax Preparer role to gain more experience and develop my career.
• Looking for a Tax Preparer position in a reputable company to enhance my skills and knowledge in tax preparation.

Why these are weak: These resume objectives need improvement for up and coming Tax Preparers because they lack specificity and don't effectively showcase the unique value or skills the candidates possess. The first objective is generic and doesn't provide any information about the candidate's background, passion, or relevant experience. The second objective hints at some experience in tax preparation, but it doesn't mention any specific achievements, education, or industries the candidate is interested in. The third objective, although it mentions enhancing skills and knowledge in tax preparation, doesn't elaborate on the candidate's expertise, skills, or any particular area of tax preparation they are passionate about, which would make their profile more appealing to potential employers.

Write a More Targeted Resume with AI

Speed up your resume creation process with the resume builder. generate tailored resume summaries in seconds., how to impress with your tax preparer work experience:, best practices for your work experience section:.

• Highlight your experience in tax preparation for individuals, small businesses, or corporations.
• Showcase your knowledge of tax laws and regulations, including any updates or changes you have kept up with.
• Quantify your achievements, such as the number of tax returns you have prepared or the amount of money you have saved clients through deductions or credits.
• Describe your process for ensuring accuracy and compliance in tax preparation, including any quality control measures you have implemented.
• Emphasize your communication skills, including how you explain complex tax concepts to clients and how you collaborate with other professionals, such as accountants or attorneys.
• Mention any software or technology you are proficient in using for tax preparation, such as TurboTax or QuickBooks.
• Provide examples of how you have provided exceptional customer service, such as going above and beyond to answer client questions or resolving issues quickly and efficiently.
• Use industry-specific language and terminology to demonstrate your expertise and familiarity with the tax preparation field.

Example Work Experiences for Tax Preparers:

Strong experiences.

Conducted thorough tax interviews with clients, resulting in a 98% accuracy rate and a 20% increase in client retention.

Prepared and filed complex tax returns for high net worth individuals and small businesses, resulting in a 95% client satisfaction rate and a 10% increase in referrals.

Researched and resolved tax issues for clients, resulting in a 30% reduction in penalties and interest fees.

Developed and implemented tax planning strategies for clients, resulting in a 15% reduction in tax liability and a 25% increase in tax savings.

Managed tax compliance for multiple clients, ensuring timely and accurate filing of all required tax forms and documents, resulting in a 100% compliance rate.

Trained and mentored junior tax preparers, resulting in a 20% improvement in accuracy and efficiency.

Why these are strong:

• These work experiences are strong because they demonstrate the candidate's expertise in tax preparation, as well as their ability to provide exceptional client service and mentor others. The use of specific metrics and outcomes also highlights the candidate's success in reducing tax liability, increasing client retention and satisfaction, and improving team performance.

Weak Experiences

Prepared tax returns for clients, ensuring compliance with federal and state tax laws.

Conducted tax research to identify potential deductions and credits for clients.

Communicated with clients to gather necessary information and answer tax-related questions.

Assisted in the preparation of tax returns for clients, including data entry and basic calculations.

Maintained client files and organized tax documents for easy retrieval.

Provided administrative support to the tax preparation team as needed.

• These work experiences are weak because they lack specificity and do not showcase the candidate's skills or achievements. They provide generic descriptions of tasks performed without highlighting the impact of the individual's work or the benefits brought to the company. To improve these bullet points, the candidate should focus on incorporating metrics to highlight their achievements, using more powerful action verbs, and providing clear context that demonstrates their ability to provide exceptional service to clients.

Top Skills & Keywords for Tax Preparer Resumes:

Top hard & soft skills for tax preparers, hard skills.

• Tax Law Knowledge
• Tax Preparation Software Proficiency
• Financial Analysis
• Attention to Detail
• Communication Skills
• Time Management
• Organization
• Research Skills
• Customer Service
• Accounting Principles
• Problem Solving
• Data Entry Accuracy

Soft Skills

• Attention to Detail and Accuracy
• Analytical and Problem-Solving Skills
• Time Management and Prioritization
• Communication and Interpersonal Skills
• Adaptability and Flexibility
• Customer Service and Client Management
• Ethics and Integrity
• Organization and Planning
• Teamwork and Collaboration
• Stress Management and Resilience
• Technology and Software Proficiency
• Continuous Learning and Professional Development

Go Above & Beyond with a Tax Preparer Cover Letter

Tax preparer cover letter example: (based on resume).

As a Tax Preparer, you understand the importance of attention to detail and accuracy when it comes to managing finances. Similarly, pairing your resume with a well-crafted cover letter can give you a significant advantage in the job market and increase your chances of landing an interview. A cover letter is an extension of your resume, an opportunity to showcase your skills and experience in a more personalized and engaging way. Contrary to popular belief, writing a cover letter doesn't have to be a daunting task, and the benefits far outweigh the effort required.

Here are some compelling reasons for submitting a cover letter as a Tax Preparer:

• Personalize your application and showcase your genuine interest in the company and role
• Highlight your experience with tax laws and regulations, and how you can apply them to benefit the company
• Communicate your understanding of the company's needs and how you can help them achieve their financial goals
• Share success stories and achievements that couldn't be accommodated in your resume, such as how you helped clients save money on their taxes
• Demonstrate your writing and communication skills, which are essential for Tax Preparers when communicating with clients and the IRS
• Differentiate yourself from other applicants who might have opted not to submit a cover letter, showing that you are willing to go the extra mile to secure the job.

In summary, a cover letter is a valuable tool for Tax Preparers to showcase their skills and experience, personalize their application, and stand out from the competition. By taking the time to craft a compelling cover letter, you can significantly increase your chances of landing an interview and ultimately securing your dream job.

Resume FAQs for Tax Preparers:

How long should i make my tax preparer resume.

A Tax Preparer resume should ideally be one to two pages in length. This is because Tax Preparers typically have a specific set of skills and experiences that are relevant to their profession, and it is important to highlight these in a concise and clear manner. It is important to note that while a longer resume may seem like it provides more information, it can actually be overwhelming for potential employers and may cause them to overlook important details. Additionally, a shorter resume that is well-organized and easy to read can make a stronger impression on a potential employer. When creating a Tax Preparer resume, it is important to focus on relevant experience, education, and certifications. It is also important to tailor the resume to the specific job or company being applied to, highlighting skills and experiences that are particularly relevant to that position. Overall, a one to two page resume that is well-organized and tailored to

What is the best way to format a Tax Preparer resume?

The best way to format a Tax Preparer resume is to start with a clear and concise summary statement that highlights your experience and skills in tax preparation. Use bullet points to list your relevant work experience, including the name of the company, your job title, and the dates of employment. Be sure to include any certifications or licenses you hold, such as a Certified Public Accountant (CPA) or Enrolled Agent (EA). In terms of formatting, use a clean and professional font, such as Arial or Times New Roman, and keep the font size between 10 and 12 points. Use bold or italicized text sparingly to draw attention to important information, such as job titles or certifications. It's also important to tailor your resume to the specific job you're applying for. Highlight any experience or skills that are particularly relevant to the position, such as experience with a specific tax software or

Which Tax Preparer skills are most important to highlight in a resume?

When it comes to highlighting skills on a resume for a Tax Preparer position, there are several key areas to focus on. These include: 1. Tax knowledge: It's important to demonstrate a strong understanding of tax laws and regulations, as well as experience with tax preparation software. 2. Attention to detail: Tax preparation requires a high level of accuracy and attention to detail, so highlighting your ability to catch errors and ensure compliance is essential. 3. Communication skills: Tax Preparers often work with clients to gather information and answer questions, so strong communication skills are important. 4. Time management: Tax season can be a busy and stressful time, so being able to manage your time effectively and meet deadlines is crucial. 5. Analytical skills: Tax preparation involves analyzing financial data and making calculations, so highlighting your ability to analyze and interpret data is important. Overall, a strong resume for a Tax Preparer position should demonstrate a combination of tax knowledge, attention to detail, communication skills, time management, and analytical skills.

How should you write a resume if you have no experience as a Tax Preparer?

If you have no experience as a Tax Preparer, you can still create a strong resume that highlights your skills and qualifications. Here are some tips to help you get started: 1. Focus on your education: If you have a degree in accounting, finance, or a related field, make sure to highlight it prominently on your resume. This will show potential employers that you have a strong foundation in the principles of taxation. 2. Highlight relevant skills: Even if you haven't worked as a Tax Preparer before, you may have skills that are relevant to the job. For example, if you have experience with bookkeeping, data entry, or customer service, make sure to include these skills on your resume. 3. Emphasize your attention to detail: Tax preparation requires a high level of accuracy and attention to detail. If you have experience in a field that requires these skills (such as proofreading or quality control), make sure to highlight it on your resume. 4. Consider taking a tax

Compare Your Tax Preparer Resume to a Job Description:

See how your Tax Preparer resume compares to the job description of the role you're applying for. Our free Resume and Job Description Match tool will analyze and score your resume based on how well it aligns with the position. Here's how you can use the comparison tool to improve your Tax Preparer resume, and increase your chances of landing the interview:

• 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 preparer resume example, tax analyst resume example, senior tax analyst resume example, tax intern resume example, tax manager resume example, more resume guidance:.

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

Tax advisory resume sample, tax auditor resume sample, tax technology resume sample, state & local tax resume sample, administrator payroll resume sample, pay analyst resume sample, resume builder.

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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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Tax Preparer resume examples for 2024

When it comes to a tax preparer resume, good communication is key. Kenton Klaus , Director of the Master of Science in Taxation program, suggests focusing on demonstrating a deeper knowledge of specific technical areas of tax, as well as familiarity with applicable technology. This can be achieved by highlighting skills such as preparing individual tax returns, detecting errors in math, and keeping track of changes in tax law. It's also important to showcase strong customer service and time management abilities.

Tax Preparer resume example

How to format your tax preparer resume:.

• Tailor your tax preparer resume's job title to match the job posting
• Highlight achievements in your work experience, such as detecting errors, preventing unnecessary taxes, and improving efficiency
• Compress your tax preparer resume onto one page, focusing on relevant skills and accomplishments

Choose from 10+ customizable tax preparer resume templates

Choose from a variety of easy-to-use tax preparer resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your tax preparer resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Tax Preparer resume format and sections

1. add contact information to your tax preparer resume.

Tax Preparer Resume Contact Information Example # 1

Hank Rutherford Hill

St. Arlen, Texas | 333-111-2222 | [email protected]

2. Add relevant education to your tax preparer resume

Your resume's education section should include:

• The name of your school
• The date you graduated ( Month, Year or Year are both appropriate)
• The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

• Academic awards (Dean's List, Latin honors, etc. )
• GPA (if you're a recent graduate and your GPA was 3.5+)
• Extra certifications
• Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

• If you're a recent graduate, you might opt to place your education section above your experience section
• The more work experience you get, the shorter your education section should be
• List your education in reverse chronological order, with your most recent and high-ranking degrees first
• If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About Tax Preparer Education

Tax Preparer Resume Relevant Education Example # 1

Master's Degree In Accounting 2017 - 2018

Pennsylvania State University Main, PA

Tax Preparer Resume Relevant Education Example # 2

High School Diploma 2000 - 2002

3. Next, create a tax preparer skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

• Include 6-12 skills, in bullet point form
• List mostly hard skills ; soft skills are hard to test
• Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an tax preparer resume

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

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

Top Skills for a Tax Preparer

• Customer Service , 27.0%
• Good Communication , 14.0%
• Exceptional Client , 8.2%
• Math , 7.4%
• Other Skills , 43.4%

4. List your tax preparer experience

The most important part of any resume for a tax preparer is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of tax preparers" and "Managed a team of 6 tax preparers over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

• Measured the effectiveness of marketing, advertising, and communications programs and strategies.
• Conducted accurate and timely Federal, State and City tax forms reported to IRS, State and City agencies.
• Prepared taxes for clients, sent documents to the IRS, and printed checks from banks for tax refunds.
• Obtained a PTIN in which I was legally able to prepare and file taxes for others.
• Acquired my preparer tax identification number (PTIN) certification.
• Calculated store figures to determine business totals for each day.
• Processed accounts payable, receivable and payroll * Prepared daily cash flow and inventory analysis utilizing Excel.
• Reported hours for payroll processing to ADP.
• Processed payroll, electronic deposits and employee pay adjustments.
• Processed bi-weekly payroll for 300 employees using ADP Workforce Now.
• Researched and maintained product tax coding workflows and reported discrepancies to the Vertex Implementation and Merchant Tax teams.
• Prepared and submitted tax forms to IRS, answered phones and scheduled appointments
• Promoted from receptionist to tax professional after first tax season.
• Promoted to Senior position within one year in recognition of high performance.
• Advised and consulted customers in relation to IRS audits.
• Coordinated/Facilitated IRS examinations, appeals process and closing agreements for clients.
• Communicated with the IRS and taxpayers to resolve client tax disputes.
• Processed and confirmed PwC Pensioners payroll monthly.
• Evaluated financial statements of large corporations for material misstatements on a CPA team.
• Prepared quarterly budgets and assisted client service managers with annual planning for client engagements.

5. Highlight tax preparer certifications on your resume

Specific tax preparer certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your tax preparer resume:

• Tax Certification
• Accredited Tax Preparer (ATP)
• International Accredited Business Accountant (IABA)
• Certified Coding Specialist (CCS)
• Computer Service Technician (CST)
• Certified Bank Teller (CBT)
• Certified Tax Specialist (CTS)
• Certified Customer Service Specialist (CSS)
• Certified Financial Planner (CFP)

6. Finally, add an tax preparer resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your tax preparer resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common tax preparer resume skills

• Customer Service
• Good Communication
• Exceptional Client
• Excellent Interpersonal
• Taxable Income
• Strong Customer Service
• Income Tax Returns
• Tax Services
• Individual Tax Returns
• State Income Taxes
• Tax Returns
• Business Tax Returns
• Schedule Appointments
• Detect Errors
• Income Tax Preparation
• Tax Return Forms
• Financial Statements
• Tax Software
• Customer Complaints
• Local Codes
• Deductible Expenses
• Refund Checks
• Due Diligence
• Partnership Tax
• Federal Tax Returns
• Tax Law Handbooks
• Client Queries
• Bank Deposits
• State Tax Returns
• Revenue Service
• Clients Taxes
• Local Tax Returns
• Tax Liabilities
• Tax Form Completion
• Unnecessary Taxes

Tax Preparer Jobs

Links to help optimize your tax preparer resume.

• How To Write A Resume
• List Of Skills For Your Resume
• How To Write A Resume Summary Statement
• Action Words For Your Resume
• How To List References On Your Resume

Updated June 25, 2024

Editorial Staff

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

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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.

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Anyone with a Preparer Tax Identification Number (PTIN) can prepare a tax return for a client. However, tax return preparers have differing levels of skills, education and expertise. This searchable directory is intended to help you with your choice by providing a listing of preparers in your area who currently hold professional credentials recognized by the IRS or who hold an Annual Filing Season Program Record of Completion. can help you learn more about the different types of tax professionals. For more guidance on making this important choice, see This directory is updated regularly and is current as of . It may take up to four weeks after the IRS receives an update for a tax return preparer's information to be added or revised in the directory. Use this tool to research tax return preparers near you or to determine the type of credentials or qualifications held by a specific tax professional. All tax return preparers are not in this directory. This directory contains only those with a PTIN who hold a professional credential or have obtained an Annual Filing Season Program Record of Completion from the IRS. (You may enter the first 3 letters of the last name for a search result.) (check all that apply or none if no preference) Work at IRS Help & Resources Contact Your Local Office Tax Stats, Facts & Figures Know Your Rights Taxpayer Bill of Rights Taxpayer Advocate Accessibility Civil Rights Freedom of Information Act No FEAR Act Privacy Policy Resolve an Issue Respond to a Notice Office of Appeals Identity Theft Report Phishing Tax Fraud & Abuse Other Languages Related Sites U.S. Treasury Treasury Inspector General for Tax Administration An official website of the United States government Here's how you know Official websites use .gov A .gov website belongs to an official government organization in the United States. Secure .gov websites use HTTPS A lock ( Lock Locked padlock ) or https:// means you’ve safely connected to the .gov website. Share sensitive information only on official, secure websites. The Attorney General Organizational Chart Budget & Performance Privacy Program Press Releases Photo Galleries Guidance Documents Publications Information for Victims in Large Cases Justice Manual Business and Contracts Why Justice ? DOJ Vacancies Legal Careers at DOJ About USAO-NDFL Gadsden County Tax Preparer Sentenced To Federal Prison For Preparing False Tax Returns TALLAHASSEEE, FLORIDA – Cedrick Campbell, 49, of Quincy, Florida, was sentenced to a term of 24 months in federal prison after previously pleading guilty to eleven counts of aiding in preparing false tax returns and ordered to pay $378,041 in restitution. The sentence was announced by Jason R. Coody, United States Attorney for the Northern District of Florida. “The United States relies on the honest payment of taxes to defend our country and maintain its operations,” said U.S. Attorney Coody. “With the assistance of our dedicated partners at the Internal Revenue Service-Criminal Investigations, we are committed to investigating and prosecuting those who steal from hard-working American taxpayers – whether by traditional evasion or the filing of fraudulent claims to further their criminal schemes.” Between 2018 and 2022, Campbell, ran an unofficial tax preparation business from his home in Quincy, Florida, where he prepared and filed false tax returns with the Internal Revenue Service. Campbell falsely represented the taxpayers’ deductions, credits, and the refund due. “A tax preparer who fraudulently inflates your refund isn’t doing you any favors,” said Ron Loecker, Special Agent in Charge of IRS Criminal Investigation’s Tampa Field Office. “Instead, it exposes clients to penalties and interest to be paid and dealt with for years to come. An honest preparer will be transparent and willing to explain everything that you’re entitled to. Unscrupulous preparers, like Mr. Campbell, should know that they will be investigated and face serious consequences.” This conviction was the result of an investigation by the Internal Revenue Service-Criminal Investigations. Assistant United States Attorney Gary Milligan prosecuted the case. The United States Attorney’s Office for the Northern District of Florida is one of 94 offices that serve as the nation’s principal litigators under the direction of the Attorney General.  To access public court documents online, please visit the  U.S. District Court for the Northern District of Florida website.  For more information about the United States Attorney’s Office, Northern District of Florida, visit  http://www.justice.gov/usao/fln/index.html . 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IRS Direct File pilot is closed as of April 21, 2024 If you filed your taxes with IRS Direct File , sign-in securely to your Direct File account to view and download your return. File with an IRS Free File partner If your adjusted gross income is $79,000 or less, you can file electronically with IRS Free File. If your income is higher, you can use Free File Fillable Forms. Find IRS Free File options Free tax help from IRS-certified volunteers Get free tax prep help if any of these apply to you : Earn $64,000 or less Have a disability Need language support Are 60 years or older Visit an IRS Taxpayer Assistance Center Tax preparation software Use an online tax preparation software of your choice to file your taxes electronically or on paper. Tax professional Choose an IRS-approved tax professional . Paper forms You can file with paper forms and mail them to the IRS . If you have wages, file Form 1040, U.S. Individual Income Tax Return . If you're a senior, you can file 1040-SR . If you have a business or side income , file Form 1040 with a Schedule C . Find the right form for you If you need more time to file or pay If you're in the military stationed abroad or are in a combat zone during the tax filing season, you may have more time. If you need more time, you must request an extension  by the April filing deadline. Filing later may add penalties . If you file an extension, you must still  pay taxes you owe by the deadline. Paying later adds interest and penalties . If you can't pay, get help with tax debt . Tax changes for this year Find the latest tax changes . Record these numbers When you file your return, record these numbers so you can check your refund, e-file next year or get tax information during the year: Your exact refund amount  Your adjusted gross income  You can also find these numbers after we process your return in your online account . File for prior years If you haven't filed a past-due tax return, you can file a tax return for any prior year .   Get credits and deductions Get your refund   Avoid scams Find help to avoid identity theft and fraud. Taxpayer guide to identity theft Tax scams/Consumer alerts Social Security: Fraud prevention and reporting Protect yourself from Social Security scams 132 IMAGES Tax Preparer Resume Tax Preparer Resume Sample & Writing Guide [20+ Tips] Sample Resume For Us Tax Preparer Tax Preparer Resume Sample & Writing Guide [20+ Tips] 5 Tax Preparer Resume Examples & Guide for 2023 Income Tax Preparer Resume Samples VIDEO U.S Tax Preparation LLC & ITIN FORMATION Course How to file Foreign Owner Single Member LLC Return without ITIN in 2024 When to file your LLC Federal and State return video IRS Enrolled Agent Complete process for US & NON US CITIZENS OLD TAX Resume OR NEW TAX Resume which is better? US TAXATION Career COMMENTS Tax Preparer Resume: Sample, Template and Writing Guide Writing a professional, concise resume can help you establish yourself as the right candidate for a career. As a tax preparer, having a strong resume can help you secure a job by promoting your financial experience and abilities in tax preparation and accounting.To create an effective resume, it can be helpful to review examples and templates to determine the best information to include. Tax Preparer Resume Sample & Writing Guide [20+ Tips] More than 50% of hiring managers still expect to get one. Follow the tips below to write your tax preparer cover letter and win that interview: Format a cover letter correctly. Use clear headings and paragraphs. Set the right tone with a catchy cover letter opening sentence. Say what you can offer to the employer. 5 Tax Preparer Resume Examples to Edit Free for 2024 3 Tips for Writing a Tax Preparer Resume as a Beginner. 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Analytical skills: Tax preparation involves analyzing financial data and making calculations, so highlighting your ability to analyze and interpret data is important. Tax Preparer Resume Sample Tax Preparer. 04/2011 - 12/2014. Phoenix, AZ. 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. Income Tax Preparer Resume Examples Resume Tips for Tax Preparers. If you are looking for jobs as a tax preparer, you will use the same job search methods that you would for other positions. This includes educating yourself about the local job market and properly preparing for the ever-important interview. Here are some simple yet highly effective tips for finding your dream job. 1. Tax Preparer Resume Sample & Tips [email protected]. 624-333-9546. Employment history. 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Tax Preparer Resume Examples and Templates Resumes; Cover Letters; Skills; Interview Questions; Resume Examples; Tax Preparer; 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. Tax Preparer Resume Sample 100 Montgomery St. 10th Floor (555) 432-1000 [email protected]. Summary. Summary. Aspiring full-time student pursuing a Bachelor's degree in Accounting, eager to contribute developed knowledge in Tax Accountancy role. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings. RPO Preparer Directory However, tax return preparers have differing levels of skills, education and expertise. This searchable directory is intended to help you with your choice by providing a listing of preparers in your area who currently hold professional credentials recognized by the IRS or who hold an Annual Filing Season Program Record of Completion. Choosing a tax professional What kind of tax preparer do I need? Anyone can be a paid tax return preparer as long as they have an IRS Preparer Tax Identification Number (PTIN). However, tax return preparers have differing levels of skills, education and expertise. Learn about tax preparer credentials and qualifications. Watch choose a tax preparer wisely. Gadsden County Tax Preparer Sentenced To Federal Prison For Preparing TALLAHASSEEE, FLORIDA - Cedrick Campbell, 49, of Quincy, Florida, was sentenced to a term of 24 months in federal prison after previously pleading guilty to eleven counts of aiding in preparing false tax returns and ordered to pay $378,041 in restitution. The sentence was announced by Jason R. Coody, United States Attorney for the Northern District of Florida. Become a VITA volunteer California Franchise Tax Board Certification date July 1, 2023 Contact Accessible Technology Program. The undersigned certify that, as of July 1, 2023, the website of the Franchise Tax Board is designed, developed, and maintained to be accessible. This denotes compliance with the following: California Government Code Sections 7405, 11135, and ... File your return Contact us. Tax preparation software. Use an online tax preparation software of your choice to file your taxes electronically or on paper. Tax professional. Choose an IRS-approved tax professional. Paper forms. You can file with paper forms and mail them to the IRS. If you have wages, file Form 1040, U.S. Individual Income Tax Return. assignment essay homework paper phd report resume review speech thesis