Tax Preparer Resume Samples

It is the responsibility of a Tax Preparer to prepare and file income taxes for individuals and companies. The job description includes identifying potential tax credits and liabilities and ensuring returns are filed accurately and in time. The other tasks are mentioned on the Tax Preparer Resume as follows – completing tax forms as per the standard policies, computing taxes adhering to tax codes, preparing and assisting in preparing complex tax returns, uncovering potential deductions or credits; advising against probable tax liabilities; verifying documents to check accuracy; calculating and invoicing for preparing forms; and preparing tax returns using automated software.

Required skills and abilities include the following – exceptional mathematical skills, attention to details; strong reading comprehension skills, knowledge of tax laws, legal codes, precedents, and government regulations; knowledge of administrative and clerical procedures and strong deductive reasoning skills. A degree and an Accredited Tax Preparer – ATP designation from ACAT are commonly seen on resumes.

Tax Preparer - Contract Resume

Objective : Contract equipped with solid time management, attention to detail, strong interpersonal and written communication skills with advanced problem-solving techniques. Seeking an entry-level position. Good professional relationships are more than just being polite, caring, and knowledgeable it is having a positive attitude and work ethic. Seeking a challenging work environment that also allows growth opportunities and utilizes my potential to the fullest.

Skills : Proficient In TaxAct, Microsoft Excel, Word, PowerPoint, Outlook. Basic Knowledge Of Photoshop And Adobe, Financial Data, Bloomberg Terminal, S&P Capital IQ, FactSet.

Description :

  • Provided excellent customer service to my clients as I prepare their yearly tax return documents.
  • Maintained the integrity and security of personal information obtained from our clients.
  • Answered the telephone in a professional manner and make client reminder calls.
  • Calculated form preparation fees according to return complexity and processing time required.
  • Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science


Tax Preparer/Consultant Resume

Summary : Highly skilled Tax Preparer/Consultant with substantial experience in tax preparation, administrative office operations, diversity, and conflict management/dispute resolution experience. A strong leader and team player, able to provide focus and coordination for multi-functional staff. Possesses broad diversity, program management knowledge, skilled in data analysis, fact-finding/investigating, problem-solving, and conflict resolution. Skilled facilitator, responsive to the needs of constituents regarding information and program activities, and possesses knowledge of broad-based state and federal policies, procedures and requirements to ensure program success.

Skills : Flexible Team Player, Loyalty, Results Driven Achiever, Multi-tasking, Analytically Thinking, Competitive Attitude, Punctual, And Reliable, Tax Preparation

Description :

  • Computing taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Preparing or assisting in preparing simple to complex tax returns for individuals or small businesses.
  • Using all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Interviewing clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Reviewing financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Furnishing taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Consulting tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Calculating form preparation fees according to return complexity and processing time required.
  • Checking data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Master in Business Taxation


Tax Preparer Resume

Headline : Professional experience in the planning, administration, and control of accounting, payroll, and tax operations have been my experience. It includes excellent analytical, negotiation, and customer relationship skills. PC proficiency with Microsoft Office and specialized accounting and tax analysis/reporting software has increased my skills. Being at a company where my professional and personal attributes will come to value while attaining a position to showcase my skills and passion with an opportunity to grow as a professional.

Skills : Budgeting, Handling Money, Mathematics, Tax Filing, MS Access, MS Excel, And MS Word, Validated Great Communication, Customer Service

Description :

  • Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
  • Conducted a thorough in-person interview with customers, using the franchisor's propriety tax software application.
  • Provided details to customers concerning appropriate company products and services, completed all related tax forms in accordance with policies, and in compliance with legislation and regulations.
  • Checked the "hold" drawer daily and contacts customers for additional information, as necessary, to ensure accurate completion of tax returns.
  • Researched tax-related questions and issues, and responded to customers appropriately and within a timely manner.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates

Tax preparer/Technician Resume

Summary : Dynamic and highly qualified Tax preparer/technician with extensive knowledge in income tax procedures. Superb communicator with excellent customer service strong work ethics and ability to work well in a team. Seven plus years of executive experience in the tax and financial services industry in both consumer and commercial lending, secured lease financing and enforcement of federal tax laws. Experienced in relationship development, compliance enforcement, portfolio syndication, and internal process auditing as well as small ticket credit risk analysis and collection practices.

Skills : Microsoft Office, Word, Excel, Quickbooks, Customer Service, Typing, Bookkeeping, Answering Phones

Description :

  • Preparing individual income tax return for filing, either through paper returns or ef (electronic filing).
  • Seeking out optimal tax deduction options for each client, establishing the filing status and qualified dependents of clients through the process of due diligence.
  • Evaluating accounting requirement and accounting methods of self-employed clients educate our clients on the best way to fill out their W4's for tax purposes and on tax laws and penalties with ACA.
  • Operating as a tax pro by working with individual walk-in clients to analyze tax documents, determine deductions and prepare both federal and state tax return informed clients on tax options and fee structures.
  • Continuously researched applicable tax information to improve knowledge and better serve customers.
  • Filing and storing client data sheets customer service problem-solving mistakes made from past tax submissions.
  • Preparing or assisting in preparing simple to complex tax returns for individuals or small businesses.
  • Helping 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.
  • Reviewing financial records such as income statements and documentation of expenditures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Certificate

Volunteer Tax Preparer Resume

Objective : To employ my knowledge with the intention of securing a professional career with an opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.

Skills : Calculator, Credit, Customer Relations, Customer Service, Debit, Financial, Forms, Languages, Microsoft Excel, Microsoft Office, Microsoft Word, Photocopier, Printers, Tax Planning, Turbo Tax

Description :

  • Prepared hundreds of federal and state personal income tax returns in a fast-paced retail environment.
  • Reclassified expenses in general ledger to improve accounting controls over cash flow and sales; accountability in maintenance, turnovers, sales and property performance.
  • Assisted customers with tax questions and concerns, while maintaining a customer service friendly environment.
  • Prepared and electronically submitted taxes to federal and state government agencies.
  • Gathered client's personally identifiable information that was used in preparing client's tax returns.
  • Used all appropriate adjustments, deductions, and credits to keep clients taxes to a minimum.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of returns.
  • Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Personal Tax Preparer Resume

Headline : Personal Tax Preparer with 7 years+ of customer service experience, am very detail oriented, excellent follow-up skills, client interaction, courteous and dependable. Interested in a customer service position with upward mobility. To obtain employment in an office and or environment utilizing my computer and interpersonal skills. Abilities Possess excellent office and computer software experience, as well as strong verbal and written communication skills. Proficient in bookkeeping and office organization.

Skills : Microsoft Office, Quickbooks, Vantage Manufacturing Software, General Ledger, Financial Statements, Budgeting

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.
  • Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
  • 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 to determine procedures for preparation of atypical returns.
  • Calculated form preparation fees according to return complexity and processing time required.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Masters of Science

Intern Tax Preparer Resume

Objective : Volunteer Tax Preparer And Supervisor, is seeking to continue my career in the field of Accounting/Taxation with a company that will utilize my experience and education skills to benefit mutual growth and success. Business professional willing to contribute broad-scope office support, experience toward supporting a dynamic organization in maximizing efficiency. Highly motivated, account specialist with high experience in payables and receivables.

Skills : Fluent In Turkish, Proficiency In Quickbooks, Knowledge With Microsoft Office, Calculator, Credit, Customer Relations, Customer Service, Debit, Financial, Forms

Description :

  • Prepared income tax returns electronically for individuals as well as small businesses.
  • Reviewed financial records from the prior tax return, income statements, and documentation forms needed to prepare returns.
  • Interviewed client to obtain additional information on taxable income and deductible expenses and allowances.
  • Computed taxes owed, using the adding machine, and computer-based programs, following tax form instructions and tax tables.
  • Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
  • Consulted tax law handbooks and bulletins in order to determine procedures for preparation of non-typical tax returns (DBA and 1099 earners).
  • Reviewed financial records such as income statements and documentation of expenditures in order to determine appropriate forms.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associates

Tax Preparer Intern Resume

Objective : Tax Intern one plus years of intern and work experience in both tax and audit fields. A self- starter and a strong team player with excellent communication and interpersonal skills - proven ability to work closely with supervisors and teammates. To obtain a full or part-time entry level position, with room to advance and grow. While utilizing the knowledge and skills I have obtained and will learn through my experience.

Skills : Microsoft, Epic, Mac, Centricity, Quickbooks, Outlook, Typing 65 WPM, Claims Processing, Insurance Verification, ProSystem FX, CCH And Checkpoint RIA.

Description :

  • Independently answered tax notices by communicating with state taxing agencies, gathering supports of tax audit defense, and researching tax laws, rules and regulations through checkpoint RIA and CCH.
  • Successfully saved the company $80,000+ tax expenses by defending the company in 150+ notices.
  • Oversaw a tax notice tracking tool that organized all tax notices and ensured timely resolution of each issue.
  • Independently prepared pro forma federal tax returns for 6 domestic subsidiaries in a timely manner.
  • Worked in a 4-person team on the preparation of forms 5471/8858 for 121 foreign subsidiaries using one source.
  • Prepared and filed 21 state tax returns and 23 city tax returns for the required subsidiaries, which encompassed 16 entities in 13 jurisdictions.
  • Processed 300+ check requests and payments for estimated tax payments and tax return due payments with 100% accuracy.
  • Supplied detailed tax documentation needed to submit accurate business returns.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Masters of Science

Chief Tax Preparer Resume

Summary : Experienced Certified Tax Preparer & Assistant Office Manager with excellent customer service. Experienced in financial and tax preparation efficient, organized, goal-oriented professional with leadership, outstanding work habits and interpersonal flexible, resilient professional that easily adapts to new concepts and welcomes new responsibilities. Experienced in communicating, providing guidance and maintaining relationships with clients.

Skills : Microsoft Office, Windows 2010, Windows, Customer Service, Customer Service, Tax Preparer, Quickbooks

Description :

  • Meeting with clients to discuss their tax-preparation needs, and advise clients to bring all of their receipts and tax forms before preparing their tax forms.
  • Researching information for clients, answering their questions and helping them get the biggest tax breaks and refunds possible.
  • Checking data input or verifying totals on forms, prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Prepared federal and multiple state tax returns for individuals and sole proprietors.
  • Reviewed tax documentation and interview clients to determine tax position and to assist the client in tax planning.
  • Reported potential problems and possible solutions for related tax cases to the site manager.
  • Completing tax forms in accordance with policies and in compliance with legislation and regulations.
  • Identifying potential tax credits and liabilities and ensuring accurate and complete returns are filed in a timely manner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
High School

Tax Preparer Resume

Headline : Highly motivated Volunteer Tax Preparer seeking an opportunity where I can display my skills and talents with the utmost professionalism. To obtain a challenging and rewarding position in the customer service industry that will allow me to maintain customer satisfaction and contribute to company success with opportunities for personal growth and career advancement.

Skills : Microsoft Office, C-Cure 9000, Customer Service, Security, Banking, ICD-9, CPT

Description :

  • Calculated form preparation fee according to the complexity of return and amount of time required to prepare forms.
  • Advised clients about investment strategies to minimize taxes as per tax laws.
  • Reconciled bank statements to clients' books and prepared financial statements from client documents.
  • Systematically prepared documents and assembled financial statements for independent tax clients.
  • Computed taxes owed or overpaid, using proprietary software, and complete entries on tax forms.
  • Checked data input and verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Operated office equipment such as computers, calculators, copiers, adding machines, printers.
  • Evaluated tax implications of capital equipment expenditures, payroll processing, inventory management and other functions/actions with significant tax ramifications.
  • Prepared and reviewed financial statements and accompanying notes to shareholders.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science