A Seasonal Tax Preparer is responsible for preparing income tax for companies and individuals. The job description entails identifying potential tax credits and liabilities and completing the filing of returns in a timely manner. Successful Seasonal Tax Preparer Resume indicates the following duties and tasks – computing taxes, preparing and assisting in preparing simple to complex tax returns; uncovering potential deductions and credits; advising against potential and credits; ensuring against potential tax liabilities; interviewing clients to get a thorough picture of financial situations; verifying totals to ensure accuracy; resolving customer complaints, and recommending additional products and services.
The most sought-after skills for the post include the following – knowledge of tax regulations, strong numeracy skills, integrity and respect for confidentiality; self-promotion skills and the ability to work under strict deadlines. Candidates looking to work in this area of work should mention in the resume a bachelor’s degree in finance or accounting.
Objective : Experienced tax professional with over 5 years in seasonal tax preparation. Proficient in federal and state tax regulations, ensuring accurate and timely filing for clients. Committed to maximizing client refunds and minimizing liabilities.
Prepare and file individual and small business tax returns, ensuring compliance with federal and state regulations.
Utilize tax software to streamline the preparation process and enhance accuracy.
Advise clients on tax strategies to minimize liabilities and maximize refunds.
Conduct thorough reviews of tax documents to identify discrepancies and ensure completeness.
Stay updated on tax law changes to provide informed guidance to clients.
Assist clients in understanding their tax obligations and rights, fostering a positive relationship with the IRS.
Maintain confidentiality and security of client information in accordance with regulations.
Experience
2-5 Years
Level
Junior
Education
BSA
Seasonal Tax Preparer I Resume
Objective : Detail-oriented tax professional with 5 years of experience in preparing individual and business tax returns. Proficient in tax software and regulations, ensuring compliance and maximizing client refunds.
Skills : Proficient in Word Processing, Tax Preparation, Client Consultation, Regulatory Compliance, Data Analysis
Description :
Conducted comprehensive client interviews to gather necessary tax information using proprietary software.
Audited tax returns for accuracy, ensuring compliance with federal and state regulations.
Resolved client inquiries and issues promptly, enhancing customer satisfaction.
Maintained organized client records and documentation for efficient processing.
Staying updated on tax laws and regulations to provide accurate advice and support.
Managed a diverse client portfolio, addressing individual tax needs and concerns.
Coordinated with team members to streamline tax preparation processes and improve efficiency.
Experience
2-5 Years
Level
Junior
Education
BSA
Seasonal Tax Preparer II Resume
Headline : Experienced tax preparer with over 7 years in individual tax return preparation, compliance, and client consultation. Proven ability to navigate complex tax regulations and deliver accurate filings under tight deadlines.
Skills : Tax Compliance, Tax Law Knowledge, Tax Preparation, Audit Support, Data Analysis
Description :
Prepared and filed individual income tax returns, ensuring compliance with federal and state regulations.
Maintained up-to-date knowledge of tax law changes, enhancing service quality and accuracy.
Provided exceptional client consultation, addressing inquiries and offering tax-saving strategies.
Implemented an organized filing system, improving efficiency and reducing lost documents.
Utilized tax software to streamline return preparation and enhance accuracy.
Collaborated with clients to gather necessary documentation for tax filings, ensuring completeness.
Trained new staff on tax preparation processes and software usage, fostering a knowledgeable team.
Experience
5-7 Years
Level
Executive
Education
BSA
Seasonal Tax Preparer/Analyst Resume
Headline : Experienced tax professional with over 7 years in tax preparation and compliance. Proven ability to deliver accurate tax returns and provide exceptional client service while navigating complex tax regulations.
Compiled and analyzed data to ensure timely and accurate completion of state and federal tax forms.
Maintained a secure and organized filing system for client tax documents.
Recognized for outstanding performance in tax return production during peak season.
Ensured confidentiality while delivering superior customer service to clients.
Educated clients on various financial products and federal tax regulations.
Prepared individual and small business tax returns, reviewing financial records for accuracy.
Calculated taxes owed and completed entries on forms, adhering to tax instructions and tables.
Experience
5-7 Years
Level
Executive
Education
BSA
Seasonal Tax Preparer/Technician Resume
Headline : Detail-oriented tax professional with 7 years of experience in preparing individual and self-employment tax returns. Proven ability to navigate complex tax regulations and deliver exceptional client service.
Skills : Tax Software Proficiency, Tax Law Knowledge, Client Consultation, Data Entry Accuracy, Refund Optimization
Description :
Accurately entered clients' personal and financial data into tax software, ensuring data integrity and compliance.
Provided tailored tax strategies to optimize clients' tax situations while adhering to tax laws.
Delivered exceptional customer service by addressing client inquiries and providing tax planning advice.
Maintained up-to-date knowledge of tax regulations through continuous education and research.
Processed client payments and managed inquiries at the front desk, enhancing client experience.
Resolved complex client issues by consulting tax professionals and researching relevant tax laws.
Trained new staff on office procedures and tax preparation best practices.
Experience
5-7 Years
Level
Executive
Education
BSA
Seasonal Tax Preparer/Co-ordinator Resume
Summary : Experienced tax professional with a decade of expertise in preparing individual and corporate tax returns. Proficient in maximizing client refunds and ensuring compliance with tax regulations.
Assisted clients in preparing simple to complex tax returns, ensuring compliance with IRS regulations.
Specialized in tax returns with investment income, maximizing deductions and credits for optimal refunds.
Conducted thorough client interviews to gather necessary information on taxable income and deductible expenses.
Reviewed financial records to determine required forms for accurate tax return preparation.
Verified data accuracy on tax forms to detect and correct errors in calculations and entries.
Consulted tax law resources to address unique tax situations and ensure proper filing.
Managed daily operations of tax preparation, enhancing client service and operational efficiency.
Experience
7-10 Years
Level
Management
Education
BSA
Lead Seasonal Tax Preparer Resume
Summary : Experienced tax professional with over 10 years in seasonal tax preparation. Proven ability to analyze client needs, ensure compliance, and deliver accurate tax returns while providing exceptional customer service.
Completed extensive training in tax preparation and compliance, enhancing skills for accurate filing.
Conducted thorough client interviews to assess tax situations and gather necessary documentation.
Resolved client inquiries and complaints promptly, ensuring high levels of satisfaction.
Ensured compliance with tax regulations by accurately completing all required forms.
Collaborated with supervisors to streamline payroll processes and improve efficiency.
Successfully completed the H&R Block Tax Course, applying knowledge to prepare client taxes.
Provided exceptional customer service at the front desk, assisting clients with inquiries.
Experience
10+ Years
Level
Senior
Education
BSA
Seasonal Tax Preparer III Resume
Summary : Experienced tax professional with over 10 years in seasonal tax preparation. Proficient in tax software and regulations, delivering accurate returns and exceptional client service.
Conduct comprehensive client interviews to gather necessary tax information using advanced tax software.
Provide outstanding customer service by anticipating client needs and ensuring satisfaction.
Prepare and file tax forms in compliance with all relevant laws and regulations.
Guide clients through tax form completion, offering clear explanations and support.
Research and resolve tax-related inquiries promptly and accurately.
Review tax returns for accuracy, ensuring all information is complete and correct.
Communicate the value of tax services to clients, promoting additional company offerings.
Experience
10+ Years
Level
Senior
Education
BSA
Seasonal Tax Preparer Resume
Summary : Detail-oriented tax professional with 10 years of experience in preparing individual and small business tax returns. Proven ability to navigate complex tax regulations and deliver exceptional client service during peak seasons.
Skills : Bilingual Tax Support, Client Communication, Tax Law Knowledge, Client Relationship Management, Data Analysis
Description :
Assist clients in gathering necessary documentation for tax preparation interviews.
Prepare and review clients' tax returns, ensuring compliance with current tax laws.
Stay updated on tax regulations and complete annual continuing education requirements.
Communicate effectively with clients to clarify tax-related inquiries and maintain confidentiality.
Schedule appointments for new and returning clients, optimizing workflow during tax season.
Process tax payments and ensure timely filing of returns with federal and state authorities.
Provide support during IRS audits and offer additional tax-related services as needed.
Experience
10+ Years
Level
Senior
Education
BSA
Seasonal Tax Accountant Resume
Objective : Dedicated tax accountant with 2 years of experience in seasonal tax preparation and compliance. Skilled in managing federal and state tax returns, ensuring accuracy and timely filings. Passionate about helping clients maximize their refunds and reduce tax liabilities through effective strategies.
Analyzed financial data and computed book and tax adjustments for accurate reporting.
Conducted research on unique tax issues, providing clients with tailored advice.
Specialized in tax preparation for real estate investors and small business owners.
Developed and maintained organized documentation for all tax filings.
Collaborated with the Tax Manager on issuing W-2s and other tax-related documents.
Assisted clients in navigating the complexities of tax regulations and compliance requirements.
Identified tax-saving opportunities, resulting in an average client refund increase of 15% year-over-year.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in Accounting
Seasonal Tax Accountant Resume
Objective : Tax accountant with 5 years of expertise in seasonal tax preparation and compliance. Adept at navigating federal and state regulations to ensure accurate filings and maximize client refunds. Committed to delivering exceptional service while addressing complex tax situations and providing strategic advice.
Prepared and filed individual and business tax returns, including all necessary schedules and forms.
Conducted thorough reviews of client tax situations to identify potential deductions and credits.
Maintained up-to-date knowledge of tax laws and regulations to ensure compliance.
Provided year-round support to clients, addressing tax-related inquiries and concerns.
Assisted in the development of client-specific tax strategies to optimize refunds and minimize liabilities.
Collaborated with team members to enhance tax preparation processes and client service.
Utilized tax software to ensure efficient and accurate filing of returns.
Experience
2-5 Years
Level
Executive
Education
B.S. Accounting
Seasonal Tax Accountant Resume
Objective : Motivated tax accountant with 2 years of hands-on experience in seasonal tax preparation and compliance. Skilled in leveraging tax software and regulations to ensure accurate filings for diverse clientele. Dedicated to optimizing client returns and minimizing liabilities through strategic tax planning.
Skills : Tax Preparation Specialist, Tax Documentation Management, Time Management, Analytical Skills, Problem Solving
Description :
Delivered comprehensive tax services to clients across various sectors.
Utilized tax software to prepare and file accurate tax returns for individuals and businesses.
Advised clients on tax implications and compliance with federal and state regulations.
Assisted in the preparation of quarterly and annual tax filings, ensuring timely submissions.
Maintained meticulous records of tax documents and client communications.
Collaborated with auditors during tax audits to ensure compliance and accuracy.
Conducted tax research to stay updated on changing regulations and optimize client strategies.
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