Seasonal Tax Preparer Resume Samples

Description :

1. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
2. Help taxpayers by using their federal, state and local codes. Ensure clients do not pay unnecessary taxes.
3. Review financial records such as income statements and documentation of expenditures.
4. Consult tax law handbooks for especially difficult tax returns.
5. Trained and became proficient in the tax preparation software SurePrep Prepared individual tax returns through the use of software systems.
6. Answer any questions to allow each taxpayer to gain knowledge of their personal relationship with the IRS.
7. Maintain all personal/confidential files for customers per private own business.
8. Prepared Individual, Small Business, and Farm Tax Returns Prepared Colorado Heat/Rent Rebates.

Experience

2-5 Years

Level

Junior

Education

Diploma

Description :

1. Conducted thorough in-person interviews with customers using the franchisor's propriety tax software application.
2. Provided details to customers concerning appropriate company products and services. Audited tax return forms for accuracy and completeness.
3. Completed all related tax forms in accordance with policies and in compliance with legislation and regulations.
4. Researched tax-related questions and issues, responded to customers appropriately and in a timely manner, and resolving customer complaints.
5. Assisted with general office support such as filing, mailing, etc., and other duties as required.
6. Researched tax laws and regulations to stay current on issues; communicated results of findings with team members and management.
7. Maintained a client base Dealt with client issues Printed and distributed checks Filed documents upon completion Scheduled appointments.

Experience

2-5 Years

Level

Junior

Education

GED

Description :

1. Executed daily operations of preparing individuals income tax returns, telemarketing, and marketing.
2. Checked customers at the customer service station. Used devices such as computer, printer, copier, fax machine, shredder, telephone.
3. Completed the Jackson Hewitt Tax School and became a certified Income Tax Preparer for during Tax season.
4. Clerical, marketing, telemarketing, computer software, hardware, and office equipment.
5. Maintained an up to date knowledge of changes in tax law Initiated office organization scheme resulting in less lost paperwork and improved efficiency. 
6. Provided hardware and software feedback including proposing most preparers move to a dual monitor workspace Kept daily records of overall office revenue.
7. Gained solid knowledge of personal income tax scenarios by working with a diverse group of clientele.

Experience

5-7 Years

Level

Executive

Education

General Technology

Description :

1. Compiled and processes analyzed data to complete timely and accurate state and federal tax forms.
2. Updated and maintained an accurate, secure filing system.
3. Received an award of second place in the production of tax returns for tax season of returns.
4. Provided confidentiality and superior customer service and customer satisfaction.
5. Presented and informed clients of various financial products. Educated clients regarding federal tax regulations and rules.
6. Prepare income tax return forms for individuals and small businesses Review financial records, such as prior tax return forms, income statements.
7. Computes taxes owed, using adding machine, and completes entries on forms, following tax form instructions and tax tables.

Experience

5-7 Years

Level

Executive

Education

International Business

Description :

1. Interview clients to determine their tax situation(s) and liability. Offer products and services to clients that best fit their needs.
2. Assist Multi-Store Manager with kiosks in the local area (assisting other tax preparers with questions or issues with a return).
3. Provide exceptional customer service to all clients. Keep up-to-date marketing materials displayed.
4. Performed Various General Office Task Created W2's and 1099's for Various Companies and Farms Utilized Multi-Line Phone System Skills.
5. Completed and filed individual tax returns on a seasonal basis.
6. Handled documents with personal information Answered phones and scheduled appointments. 
7. Greeted guests as they came in Used tax software to prepare taxes Passed all exams in order to prepare taxes.

Experience

2-5 Years

Level

Junior

Education

Paralegal

Description :

1. Worked to consistently and accurately enter in client's personal and financial information into the company's tax software, stressing the precision of entered data.
2. Strived to provide clients the best possible tax situation while abiding by the strict boundaries of the tax law.
3. Provided customer service to clients by answering client's questions, counseling them about tax planning and maintaining client information confidential.
4. Date with changing company regulations and evolving tax laws via continuing education courses and on-the-job research.
5. Assisted clients at the front desk, processing their payments and handling their inquiries.
6. Handled difficult client situations by researching the Federal Tax Law and discussing matters with seasoned tax professionals.
7. Trained new employees in-office procedures.

Experience

5-7 Years

Level

Executive

Education

Biological Sciences

Description :

1. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
2. Appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
3. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
4. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions.
5. Calculate form preparation fees according to return complexity and processing time required.
6. Answer questions and provide future tax planning to clients. Explain federal and state tax laws to clients.
7. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Experience

7-10 Years

Level

Management

Education

Accounting

Description :

1. Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application.
2. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.
3. Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.
4. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
5. Researches tax related questions and issues, and response to clients appropriately and in a timely manner.
6. Audits all tax return forms for accuracy and completeness.
7. Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques.

Experience

10+ Years

Level

Senior

Education

Marketing

Description :

1. Seasonal Tax Professional Assisted clients in preparing simple to complex tax returns, IRS audits and Amended Tax Returns for individuals.
2. Specialized in tax returns with investment income. Used all appropriate adjustments, deductions, and credits to ensure maximum refunds.
3. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
4. Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
5. Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
6. Consulted tax law handbooks or bulletins and IRS online database to determine procedures for the preparation of atypical returns.
7. Executed daily operations of preparing individuals income tax returns, telemarketing, and marketing.

Experience

7-10 Years

Level

Management

Education

Finance

Description :

1. Participated in certified training and classes in September - December.
2. Conducted in-person interviews with clients using tax software to isolate their tax needs.
3. Assisted clients with all inquire the resolved client complaints in a timely manner.
4. Ensured all tax forms were completed in accordance with company policy.
5. Supported on-site supervisor with managing payroll disbursement.
6. Successfully completed the H&R Block Tax Course. Prepared taxes for clients during tax season.
7. Checked customers at the customer service station.

Experience

10+ Years

Level

Senior

Education

Accounting

Description :

1. Assist clients in gathering all the necessary paperwork for the client interview.
2. The Profiler program, prepare the clients taxes and review with them.
3. Responsible to keep updated on all the current tax laws, education, and certifications.
4. Provide effective communication to the client to provide understand and maintain client confidential information.
5. Maintain scheduling of appointments for new and current clients.
6. Responsible for processing tax payments for client preparation.
7. Provide IRS audit support and additional tax services and products.

Experience

10+ Years

Level

Senior

Education

Education