Seasonal Tax Preparer Resume
Objective : To secure a position with a well-established organization with a stable environment that will lead to a lasting relationship.
Skills : Clerical, Customer Service, Administrative Assistant.
Description :
- 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.
Skills : Inventory, Quality Control, Administration.
Description :
- 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.
Experience
10+ Years
Level
Senior
Education
Education
