Tax Preparer Resume Sample

Tax Preparers provide assistance with taxes to individuals and businesses. Their duties include filing tax returns for clients, auditing tax forms, reviewing financial records, determining taxable income, conducting research on tax data, and establishing strategy for tax returns. To become a tax preparer, you must obtain a high school diploma or its equivalent. Tax Preparers must demonstrate professionalism, attention to detail, patience, organizational skills, communication skills, stress tolerance, and interpersonal skills.

A good resume is well-written and concise. It should be neat and easy to read, listing previous experience in a logical order.

Our resume samples will provide you with multiple examples of what you can include when writing your resume.

 

The Best Tax Preparer Resume Samples

These are some examples of accomplishments we have handpicked from real Tax Preparer resumes for your reference.

Tax Preparer

  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
  • Prepared or assist in preparing simple tax returns for individuals.
  • Compute taxes owed or overpaid using personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Gathered and prepared data for clients using the tax program.

Tax Preparer

  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Collect cash payments and disburse checks to clients after verifying identity.
  • Served as a member of two Federal offices during the preparation of tax returns.
  • Developed an online customer service line, which was used by over 60 people daily, as well as a toll-free national number used by federal agencies throughout the world.

Tax Preparer

  • Review financial records to maximize tax credits, adjustments, and payments for the returns.
  • Ensure confidentiality of each client by following all company procedures of information handling.
  • Grow business by promoting and marketing services resulting in expanding client base in New York City.
  • Execute excellent service to customers by building a relationship and rapport resulting in client loyalty.
  • Served as coordinator of a filing group in which 37 local filers participated to prepare 454 income tax forms and review 1007 individualized schedules on a daily basis in order to expedite refunds.

Tax Preparer

  • Prepared or assist in preparing simple tax returns for individuals or small businesses.
  • Help taxpayers by using their federal, state, and local codes and receive the maximum benefit permitted under the law of government.
  • Prepared tax returns using electronic filing software.
  • Review financial records such as income statements and documentation.
  • Resolve customer complaints. Interview clients to get a thorough picture of the financial situation.

Tax Preparer

  • Analyzed tax documents to determine deductions, and prepare both Federal and State income tax returns.
  • Evaluated accounting requirements during discovery meetings with potential clients.
  • Continuously research applicable tax information to improve knowledge and better serve customers.
  • Performed personal home assignments for an office manager and established an efficient filing system in the branch office.
  • Effective in junior level; participated in deposition preparation, and tax planning. Performed heavy research involving IRS forms, procedures, and interpretations.

Tax Preparer

  • Provided consultation and guidance on deductions and advised optimal tax deduction options for each taxpayer.
  • Filled individual income and corporation tax returns including Form 1040, 1120, NYS CT3, CT3M, and other schedules.
  • Set up corporations online and wrote corporation dissolution letters and reconciled outstanding tax.
  • Excellent telephonic communication skills; developed a smooth rapport with clients during phone conversations.
  • Excellent communication skills; maintained close relationships with clients through career-long service.

Tax Preparer

  • Provided taxpayers with sufficient information and advice in order to ensure correct tax form completion, for both State and Federal tax returns.
  • Reviewed data and verify totals on forms to detect errors in arithmetic, data entry, and procedures.
  • Continuously researched applicable tax law and information to improve knowledge and better serve clients.
  • Responsible for last-minute preparation of tax returns for clients to ensure timely delivery.
  • Great customer service reputation; known for being kind and courteous to customers themselves as well as family, friends, and coworkers.

Tax Preparer

  • Prepared an average of 60 annual federal, state, and local tax returns for both individuals and businesses.
  • Reviewed all tax returns prepared by individual departments before approval.
  • Calculated figures such as discounts, percentage allocations, and credits.
  • Received, recorded, and banked cash, checks, and vouchers as well as a reconciled record of bank transactions.
  • Met deadlines, compiled and delivered tax returns within 24 hours of receipt of client information in order to meet account manager demands.

Tax Preparer

  • Utilized a comprehensive understanding of federal, state, and local tax laws in preparing individual, corporate and fiduciary returns resulting in achieving an exceptional compliance rate including amended returns.
  • Establish and maintain effective client relationships as evidenced by having a high level of customer retention.
  • Completed tax returns via client interviews, mail-in returns, and audit correspondences.
  • Handled complex charts and forms with liaising between accountant and client.
  • Researched tax code and other legal documents; quoted new price for service after analyzing updated federal regulations.

Tax Preparer

  • Prepared and filed individual, corporate, and partnership tax returns using Ultra Tax software.
  • Ensured the proper credits, deductions, and tax liabilities were applied to tax returns, according to the Federal Tax Code.
  • Performed compilations, recorded transactions, and did monthly, quarterly, & annual reconciliations utilizing QuickBooks.
  • Reconciled Payroll records, prepared quarterly and annual tax returns – Forms 940, 941, W2, W3, NYS-45.
  • Provided proactive customer service by informing clients of their rights under tax laws and offering options for financial planning or investment.

Tax Preparer

  • Prepared simple and complex tax returns for individuals by using knowledge of federal, state, and local tax codes and publications.
  • Handled cash, check, and credit transactions, performed daily accounting and bookkeeping activities for branch office.
  • Managed branch front office, handled telephone and walk-in inquiries, and set up appointments for clients.
  • Worked after-hours to meet clients’ needs when call volume was highest while maintaining accuracy in preparation; succeeded in securing approval from clients on initial consultation visits.
  • Handled sensitive tax information with the utmost integrity; consistently upheld professional and ethical standards of practice.

Tax Preparer

  • Routinely balanced cash register; and received cash, check, and credit and debit card payments from clients.
  • Responsible for filing, shredding, and safeguarding important and confidential documents.
  • Professionally answered calls while providing excellent customer service.
  • Used H&R Block systems to schedule and confirm appointments, check-in clients, and match clients to the optimal Tax Professional.
  • Met deadlines while maintaining a high-quality standard by accurately inputting financial data into computer systems.

Wrap Up

You need to make sure your resume stands out amongst the other candidates. It is the first impression that employers have of your work experience and skills. Use the samples above to put together a resume that best suits your needs and helps you get the job you want.

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