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 : Seasonal Tax Preparer is responsible for performing tax preparation services for US federal, state and local governments. The Seasonal Tax Preparer will be responsible for handling all aspects of the tax process including preparing Form 1040, 1040A, 1040EZ, W-2’s and other Forms.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Help taxpayers by using their federal, state and local codes. Ensure clients do not pay unnecessary taxes.
Review financial records such as income statements and documentation of expenditures.
Consult tax law handbooks for especially difficult tax returns.
Trained and became proficient in the tax preparation software SurePrep Prepared individual tax returns through the use of software systems.
Answer any questions to allow each taxpayer to gain knowledge of their personal relationship with the IRS.
Maintain all personal/confidential files for customers per private own business.
Prepared Individual, Small Business, and Farm Tax Returns Prepared Colorado Heat/Rent Rebates.
Experience
2-5 Years
Level
Junior
Education
Diploma
Seasonal Tax Preparer I Resume
Objective : Extensive office management and administrative support experience Accounting and bookkeeping background Medical terminology certification and transcription training.
Skills : knowledge of Words, Excel Programs.
Description :
Conducted thorough in-person interviews with customers using the franchisor's propriety tax software application.
Provided details to customers concerning appropriate company products and services. Audited tax return forms for accuracy and completeness.
Completed all related tax forms in accordance with policies and in compliance with legislation and regulations.
Researched tax-related questions and issues, responded to customers appropriately and in a timely manner, and resolving customer complaints.
Assisted with general office support such as filing, mailing, etc., and other duties as required.
Researched tax laws and regulations to stay current on issues; communicated results of findings with team members and management.
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
Seasonal Tax Preparer II Resume
Headline : Customer service, machine operator, data entry, marketing, telemarketing, quality assurance, general office experience and proven background.
Executed daily operations of preparing individuals income tax returns, telemarketing, and marketing.
Checked customers at the customer service station. Used devices such as computer, printer, copier, fax machine, shredder, telephone.
Completed the Jackson Hewitt Tax School and became a certified Income Tax Preparer for during Tax season.
Clerical, marketing, telemarketing, computer software, hardware, and office equipment.
Maintained an up to date knowledge of changes in tax law Initiated office organization scheme resulting in less lost paperwork and improved efficiency.
Provided hardware and software feedback including proposing most preparers move to a dual monitor workspace Kept daily records of overall office revenue.
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
Seasonal Tax Preparer/Analyst Resume
Headline : Five years' successful experience in customer service and support with recognized strengths in accuracy. A team player who is attentive to detail and able to work in a fast paced environment.
Skills : Microsoft Office, Technical Skills.
Description :
Compiled and processes analyzed data to complete timely and accurate state and federal tax forms.
Updated and maintained an accurate, secure filing system.
Received an award of second place in the production of tax returns for tax season of returns.
Provided confidentiality and superior customer service and customer satisfaction.
Presented and informed clients of various financial products. Educated clients regarding federal tax regulations and rules.
Prepare income tax return forms for individuals and small businesses Review financial records, such as prior tax return forms, income statements.
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
Seasonal Tax Preparer/Technician Resume
Headline : A courteous and analytical individual looking to become a productive member of your workforce. Experience in a variety of environments and data entry proficiency.
Skills : Microsoft Word, Customer Service, Cooking, Interviewing.
Description :
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.
Strived to provide clients the best possible tax situation while abiding by the strict boundaries of the tax law.
Provided customer service to clients by answering client's questions, counseling them about tax planning and maintaining client information confidential.
Date with changing company regulations and evolving tax laws via continuing education courses and on-the-job research.
Assisted clients at the front desk, processing their payments and handling their inquiries.
Handled difficult client situations by researching the Federal Tax Law and discussing matters with seasoned tax professionals.
Trained new employees in-office procedures.
Experience
5-7 Years
Level
Executive
Education
Biological Sciences
Seasonal Tax Preparer/Co-ordinator Resume
Summary : Proven record of success in accounting, service, logistics, technology and sales in manufacturing, retail, corporate, military and academic organizations.
Skills : Microsoft Applications, Inventory Management, Purchasing,.
Description :
Seasonal Tax Professional Assisted clients in preparing simple to complex tax returns, IRS audits and Amended Tax Returns for individuals.
Specialized in tax returns with investment income. Used all appropriate adjustments, deductions, and credits to ensure maximum refunds.
Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Consulted tax law handbooks or bulletins and IRS online database to determine procedures for the preparation of atypical returns.
Executed daily operations of preparing individuals income tax returns, telemarketing, and marketing.
Experience
7-10 Years
Level
Management
Education
Finance
Lead Seasonal Tax Preparer Resume
Summary : Dependable and a proven record of initiative and creativity Recognized for organizational skills and attention to detail during performance evaluations Willingness to embrace challenging tasks.
Skills : MAS 90, Excel, Word, Office Management.
Description :
Participated in certified training and classes in September - December.
Conducted in-person interviews with clients using tax software to isolate their tax needs.
Assisted clients with all inquire the resolved client complaints in a timely manner.
Ensured all tax forms were completed in accordance with company policy.
Supported on-site supervisor with managing payroll disbursement.
Successfully completed the H&R Block Tax Course. Prepared taxes for clients during tax season.
Checked customers at the customer service station.
Experience
10+ Years
Level
Senior
Education
Accounting
Seasonal Tax Preparer III Resume
Summary : To become an active employee in a company that will enhance and improve current skill set and experience.
Skills : Microsoft Office, Graphic Design, Social Media.
Description :
Conducts a thorough in-person interview with potential clients, using the company proprietary 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.
Researches tax related questions and issues, and response to clients appropriately and in a timely manner.
Audits all tax return forms for accuracy and completeness.
Presents the Company value proposition to clients concerning various company products and services and uses prescribed selling techniques.
Experience
10+ Years
Level
Senior
Education
Marketing
Seasonal Tax Preparer Resume
Summary : Experience in the customer service field along with working in the health and retail field. Looking for personal and professional growth, a very dedicated and hard worker willing to learn new things.
Skills : Bilingual English and Spanish, Public Speaking, Microsoft Office.
Description :
Assist clients in gathering all the necessary paperwork for the client interview.
As part of the Profiler program, prepare the clients taxes and review with them.
Responsible to keep updated on all the current tax laws, education, and certifications.
Provide effective communication to the client to provide understand and maintain client confidential information.
Maintain scheduling of appointments for new and current clients.
Responsible for processing tax payments for client preparation.
Provide IRS audit support and additional tax services and products.
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