Income Tax Preparer Resume Samples

The Income Tax Preparer is responsible for preparing income tax returns for individuals and companies after identifying various factors like tax credits, liabilities, incomes, eligible exemptions, and deductions. The job responsibilities seen on the Income Tax Preparer Resume are – computing taxes owned, assisting and preparing simple to complex tax returns on behalf of clients; uncovering potential deductions and credits, advising against potential tax liabilities, verifying the accuracy of data given, reviewing financial records, ensuring unnecessary tax payments by clients, explaining and simplifying tax concepts that are complicated, and ensuring completeness of tax returns.

A successful resume for this job post highlights assets such as – great knowledge of taxation, accounting, and bookkeeping; the ability to read and detect mistakes in financial statements, fiscal acumen, familiarity with IT software, experience in tax preparation and the ability to complete tax forms as per specified legislation and regulations. An associate-s or bachelor’s degree in Accounting, Finance, or Taxation is commonplace among job applicants.

Income Tax Preparer Resume example

Income Tax Preparer Resume

Objective : To engaged in a career that will allow for progress in terms of skills/expertise, and innovation through exposure to new ideas for personal/professional growth, as well as growth of the company.

Skills : Accounting, Accounts Payable, Accounts Receivable.

Description :

    1. Conducted a thorough in-person interview with customers, using the franchisor's tax software.
    2. Provided details to customers concerning appropriate company products and services Complete all related tax forms.
    3. Checked the "hold" drawer daily and contact clients for additional information, as necessary, to ensure accurate completion of tax returns.
    4. Audited/Processed all tax return forms for accuracy and completeness.
    5. Researched tax-related questions and issues, and respond to customers appropriately and in a timely manner.
    6. Resolved customer complaints, or refers situations to supervisor (as appropriate) for resolution.
    7. Assisted with general office support such as filing, mailing, etc., when necessary.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Notary Public


Income Tax Preparer III Resume

Summary : Combined of customer service experience, as an Income Tax Preparer, Sales Agent, Food Service and as an Office Assistant in industries including Personal Services.

Skills : Excellent communication skills, Working directly with customers.

Description :

    1. Prepared tax returns for individuals, small businesses.
    2. Prepared tax forms such as federal, state, property. Used tax form instructions and tables to complete tax forms.
    3. Interviewed clients to obtain information taxable income, deductible expenses, and allowances.
    4. Reviewed financial records such as prior tax returns, income statements, expenditure documents, receipts.
    5. Selected appropriate tax forms based on financial record reviews.
    6. Computed the taxes owed or overpaid, using adding machines or personal computers, and completed entries on forms, following tax form instructions and tax.
    7. Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses and Used of all appropriate adjustments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma


Income Tax Preparer II Resume

Headline : Dynamic, highly qualified Administrative Accounting Specialist. Extensive knowledge of accounting principles, income tax procedures.

Skills : Microsoft Word, Analytical Skills.

Description :

    1. Responsible for checked-in/ checking out clients.
    2. Answered phones and Scheduling Experience with POS including cash handling, credit cards, and checks.
    3. Printed and issued income tax refund checks.
    4. Ordered office supplies Maintained waiting room.
    5. Reviewed documents such as income statements, financial records to determine appropriate forms.
    6. Federal and state income tax preparation for clients and tax advice.
    7. Prepared Individuals and some Small Business Owners Income Tax Forms for Federal and IL Tax Return.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Income Tax Preparer I Resume

Objective : Motivated and passionate college graduate student looking forward for a position that will allow performing analytical accounting practices while delivering high quality outcomes.

Skills : Quick books, Auditing.

Description :

    1. Prepared Puerto Rico and Federal income tax returns.
    2. Able to work with minimum supervision and teamwork.
    3. Able solves tough situations Capable to work under pressure.
    4. Strong Organizational and Leadership Teammate Audit Management System.
    5. Prepared Individuals and some Small Business Owners Income Tax Forms for Federal and IL Tax Return.
    6. Strong Customer and Computer Skills Like worked with the Public.
    7. Cash Handled Experience and Certified Income Tax Preparer.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business

Income Tax Preparer/Executive Resume

Headline : To excel as an ambitious Accounting Manager where can guide a team to perform above their potential and exceed their expectations toward the common goal of company.

Skills : Quick Books, Accounts receivable, Income tax preparation.

Description :

    1. Completed and review income tax returns for the owner and Limited Liability Company.
    2. Prepared monthly reviews of a general ledger and financial statements.
    3. Dynamic communicator orally and in written format.
    4. Reviewed corporate year-end closeout and tax planning.
    5. Prepared any and all federal & state estimated tax payments.
    6. Researched tax questions; offer suggestions for tax planning and study tax laws for potential tax savings for corporate and individual clients.
    7. Researched and compliance projects including use of Microsoft Excel, Word, Access, and SQL database programs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Management

Income Tax Preparer/Analyst Resume

Headline : Strengths in accounts receivables, customer service, payroll, credit and collections, maintaining customers credit files, debit/chargeback research and resolution, credit decisions.

Skills : Quick books, Bookkeeping, Accountant.

Description :

    1. Prepared and filed tax returns in accordance with IRS guidelines.
    2. Entered tax information into a database and transmitted to the IRS.
    3. Processed rapid refunds for qualifying taxpayers.
    4. Guided taxpayers through income, deductions, and credits and answered any questions.
    5. Provided information to taxpayers regarding income tax guidelines and the upcoming tax year.
    6. Printed and filed tax returns for H & R Block's files and the customer's personal files.
    7. Responsible for income tax preparation for individuals and companies as needed.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates In Compliance

Lead Income Tax Preparer Resume

Summary : An entry-level office position with an opportunity for advancement. A Tax Preparer is a qualified professional who assists clients to file their income tax returns.

Skills : Data Entry, Income Tax Preparation.

Description :

    1. Receptionist and took multiple classes in various tax fields to become a tax preparer.
    2. Completed individual, farm, business, and out-of-state income taxes.
    3. Planned tax advantages for retirement, sales, and businesses.
    4. Met a lot of interesting people and prepared taxes to help customers with the new tax laws and stay within the laws to their advantage.
    5. Reasoned for leaving-wanted fulltime employment. Skills Used Knowledge of keeping up with the new laws every year.
    6. Customer serviced was the most important part of my job to continue and build our clientele.
    7. Prepared income tax returns using a computer program.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Courses

Asst. Income Tax Preparer Resume

Objective : Industry knowledge to provide support and resolve critical issues. Works well independently and in teams.

Skills : Technical Skills, Problem Solving Skills.

Description :

    1. Reviewed financial reports and records and prepare income tax returns for clients.
    2. Performed Administrative duties (Data entry, file management, and customer service via telephone and face to face).
    3. Installed and configure income tax software on PC.
    4. Managed information flow into and out of the department.
    5. Provided timely, courteous, and knowledgeable responses to information requests.
    6. Gathered, organized, and processed the control and release of sensitive financial information for the client and the IRS.
    7. Interviewed clients for any additional information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science

Associate Income Tax Preparer Resume

Summary : Experience working in a professional office setting. Knowledgeable of Microsoft Word and Excel.

Skills : Analytical Skills, Critical Thinking.

Description :

    1. Conducted tax interviews to obtain an understanding of the client's tax situation.
    2. Computed the taxes owed or overpaid using tax software.
    3. Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
    4. Researched tax law handouts and websites to ensure the accuracy of the tax forms completed.
    5. Reviewed completed tax returns prepared by other tax professionals.
    6. Submitted complete tax returns electronically to appropriate taxing agencies.
    7. Collected preparation fees according to procedures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Software Training

Income Tax Preparer Resume

Headline : Income Tax Preparer in industries including Construction Special Trade Contractors skills and experiences include: accounting software, adding machine, calculator, data management.

Skills : Critical Thinking, Management.

Description :

    1. Prepared tax returns for individuals, small businesses.
    2. Prepared tax forms such as gross receipts, federal, state.
    3. Interviewed clients to obtain information taxable income, deductible expenses, and allowances.
    4. Reviewed financial records such as prior tax returns, income statements, receipts.
    5. Selected appropriate tax forms based on financial record reviews.
    6. Used data management and accounting software.
    7. Operated office equipment such as computers, calculators, copiers, adding machines, printers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Business