A Tax Preparation Specialist is a professional tax accountant, responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s returns. The job duties mentioned on the Tax Preparation Specialist Resume are – interviewing clients about the income and expense, auditing account details, acting as a liaison between clients and the IRS; informing clients or employers on the tax preparation process, collecting relevant financial records, inputting data from financial records into tax returns software or database, using applicable federal, state and local tax laws to determine deductions, and acting as a representative for clients with applicable agencies as required.
Professionals in this post normally use their transferable soft skills, industry knowledge, and technical abilities to ensure the returns are complete and accurate. These skills and qualifications include – knowledge of applicable tax laws, regulations, and deadlines; proficiency with common tax preparation, word processing, and spreadsheet software applications, and familiarity with the tax return submission and IRS navigation skills. Candidates should have at least a degree in accounting or bookkeeping. However, roles requiring complex tax returns need relevant training and a master’s degree.
Summary : Seeking a Tax Preparation Specialist profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Customer Service; Microsoft Office; Analyzing Information; Data Entry ; Confidentiality; Attention To Detail; Thoroughness; General Math ; Reporting ; Written And Oral Communication; Analytical ; Problem Solving ; Proficient Use Of Basic Computers.
Description :
Helped taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
Uncovered potential deductions and credits.
Advised against potential tax liabilities.
Ensured clients do not pay unnecessary taxes.
Interviewed clients to get a thorough picture of financial situation.
Verified totals on past forms for accuracy.
Calculated and invoiced for form preparation fees.
Experience
7-10 Years
Level
Management
Education
Associate Of Arts
Tax Preparation Specialist Resume
Objective : As a Tax Preparation Specialist, responsible for Accounting Excellent skills in using Microsoft Excel. Knowledge of QuickBooks, Knowledge of double-entry bookkeeping, including journals and ledgers, financial statements, adjusting and closing entries, Preparing basic payroll records, Competencies, Organizational Skills 5 years experience as Office Assistant Ability to problem solve and multi-task effectively Excellent time management and organizational abilities.
Skills : MS Word, Excel, PowerPoint, Outlook,Quick Books And Microsoft Office.
Description :
Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Prepared and assisted in preparing simple to complex tax returns for individuals or small businesses.
Calculated form preparation fees according to return complexity and processing time required.
Prepared all required documentation for the client.
Communicated with clients about current tax law changes.
Prepared all required documentation for state and local agencies.
Experience
2-5 Years
Level
Junior
Education
GED
Tax Preparation Specialist Resume
Headline : To obtain the Tax Preparation Specialist position at your Mobile office where I can enhance my skills and contribute to the growth of the company. I am a customer service professional, skilled in problem solving and responsive to the needs of clients, coworkers, and management. Poised, resourceful, and adaptable to any office environment.
Skills : Team Building, Team Player, Team Leadership Teamwork.
Description :
Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
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.
Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
Consulted tax law handbooks or bulletins to determine procedures for the preparation of atypical returns.
Prepared all required documentation for state and local agencies.
Provided support to the Tax Manager in the event of a problem or issue with a client's return.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science In Finance
Tax Preparation Specialist Resume
Headline : A driven, hard-working individual with experience in a variety of fields. Extremely detail-oriented and organized, proficient in Apple and Windows platforms and applications, very customer service is driven, and overall a reliable, honest employee. Interested in administrative assistant, front desk, receptionist, filing, and entry-level office jobs.
Skills : Planning Skills, Communication Skills.
Description :
Computed taxes owed or overpaid, using Profiler tax software, and complete entries on forms, following tax form instructions and tax tables.
Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Interviewed clients to obtain thorough information on taxable income and deductible expenses and allowances.
Advised clients about investment strategies to minimize their taxes as per tax laws.
Exercised due diligence in accordance with the law in order to prevent fraud or incorrect returns.
Communicated and interacted with clients to ensure a comfortable, professional, and welcoming environment.
Completed over 200 returns in first tax season Optimized profits with product attachment sales Successfully established a returning clientele Able to accomplish many tasks and reach multiple goals while alone in the office.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Tax Preparation Specialist Resume
Summary : Several years of experience performing a wide range of progressively complex communications functions, and I am seeking a role in which I can make greater contributions to procedural writing or software documentation.
Skills : Accounting Excellent in using Microsoft Excel. Knowledge of QuickBooks. Knowledge of double-entry bookkeeping, including journals and ledgers, financial statements, adjusting and closing entries. Preparation of basic payroll records.
Description :
Strived to provide the very best service and customer education possible.
Prepared not only personal tax returns but also small business, self-employment, corporate, and even farm returns.
Paid great attention to detail and customer-tailored service.
Provided reliable year-round support to my customers.
Pertained to not only their tax return but their retirement and investment concerns.
Responsible for the successful preparation of over 300 tax returns.
Maintained client confidentiality at all times during the process.
Experience
10+ Years
Level
Senior
Education
Associates In Business
Tax Preparation Specialist Resume
Headline : To obtain a Tax Preparation Specialist position that will help me further my career in business as I am currently seeking my business degree and hope to achieve a managerial position in the future.
Revolved around customer service and preparing tax services to walk-in clients and appointments.
Scheduled appointments - Handled walk-in customers in a timely manner.
Diligently prepared personal and business taxes and reviewed tax documents with each customer.
Established customer relationships.
Provided prompt, accurate, and friendly customer service.
Serviced can include detailed review of tax documentation, assisting in obtaining an ITIN for non-residents, communication with IRS regarding individual cases, audit assistance, amend prior tax returns.
Ensured that work is completed in a timely fashion according to deadlines set by company policy.
Experience
5-7 Years
Level
Executive
Education
GED
Tax Preparation Specialist Resume
Headline : Tax Preparation Specialist with over 20 years of experience with a background in accounting, fraud detection, international transactions, and economics. Detailed-oriented, high volume processing and analytical abilities with thorough knowledge in banking in search of new opportunities and challenges within the financial industry.
Skills : Microsoft Office, Accounting, Financial Analysis, Anti Money Laundering, Spanish, Banking, Multi-Tasking, Data Entry, Excel, Cash Handling, Computer Skills.
Description :
Prepared individual and business Federal and State Tax Returns.
Managed daily business operations.
Advised tax clients of Federal and State Tax Laws.
Prepared and implemented budget.
Developed marketing strategies for obtaining new clients.
Prepared over 600 federal tax returns and over 750 state tax returns with less than a 1% margin of error.
Ensured accurate information was provided to IRS and that clients received the maximum return on their taxes.
Experience
5-7 Years
Level
Executive
Education
B.A.
Tax Preparation Specialist Resume
Summary : Seeking a Tax Preparation Specialist position with an opportunity for a career with an organization that will utilize my multiple skills and provides me an opportunity to be an asset to your organization.
Skills : Accounting Technology, Administrative, Account Management, Human Resources, Grant Management, Critical Thinking, Problem Solver, Time Management.
Description :
Certified all required documentation was provided to the IRS for timely processing of the return.
Scheduled clients with more complex returns to ensure complete and accurate information was provided.
Prepared simple to complex tax returns for individuals or small businesses.
Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Reviewed financial records such as income statements and documentation of expenditures in order 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 and bulletins in order to determine procedures for the preparation of atypical returns.
Experience
10+ Years
Level
Senior
Education
A.A. In Accounting Technology
Tax Preparation Specialist Resume
Summary : Sixteen years of experience in the field of accounting and finance. Headed special projects groups for a variety of employers. Skilled in fraud detection and prevention. Highly skilled in financial research methods. Proficient in AASIS computer system, Computerized Accounts Payable System (CAPS), SAP, Microsoft Office Works, 10-key, and multiple specialty computer programs.
Skills : Written And Spoken German, AASIS, CAPS, SAP, Microsoft Office Works, 10-key, And Multiple Specialty Computer Programs.
Description :
Furnished taxpayers with sufficient information and advice in order to ensure correct tax form completion.
Consulted tax law handbooks for especially difficult tax returns.
Resolved customer complaints.
Processed tax adjustments.
Maintained and updated work cases in Salesforce including progress and communication to customers.
Enrolled Paycor tax filing clients for electronic tax payments and filings when needed.
Reconcile QT and YTD tax amounts withheld, reported, and deposited on a monthly, quarterly, and annual basis for specific agencies.
Experience
10+ Years
Level
Senior
Education
BA In Accounting
Tax Preparation Specialist Resume
Objective : As a Tax Preparation Specialist, responsible for Maintaining up-to-date knowledge of tax issues for federal and local taxing authorities, Maintaining up to date knowledge of multi-state and local tax forms and reporting requirements, Identifying and documenting problems and trends, and recommending solutions to eliminate the same problem in the future.
Skills : Tax Management, Communication SKills, Detail-Oriented.
Description :
Assisted with preparation and filing of tax returns.
Updated client information including account numbers, changes, and similar data.
Processed daily tax work for active and lost clients.
Resolved client questions expediently with a high level of service and communicate with them regarding tax activity, prior quarter balancing issues, amended returns and tax jurisdiction correspondences.
Followed up on tax issues to assure problem has been resolved and client or specialist communication/update has occurred.
Communicated with clients for issues regarding tax jurisdiction correspondences.
Communicated with internal and external customers regarding tax inquiries.
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