Tax Professional Resume Samples

A Tax Professional is responsible for income tax preparation for companies and individuals. The job description entails identifying potential tax liabilities and credits and ensuring accuracy in filing returns. A well-written Tax Professional Resume identifies the following core tasks – computing tax as per the tax codes, preparing and assisting in preparing simple and complex tax returns; uncovering potential deductions and credits, advising against potential tax liabilities; reviewing financial records; verifying totals, resolving customer complaints, preparing tax returns using sophisticated electronic software and providing tax return copy to the client.

Those interested in this career field must denote on the resume the following skills – strong analytical skills, mathematical skills, multitasking skills, up-to-date knowledge of relevant tax codes and rules; and ability to determine the lawfulness of the filed returns without extensive research. Bachelor’s degree in accounting or statistics or education in fields such as tax compliance and auditing is commonplace among job applicants.

Tax Professional Resume

Objective : To succeed in a stimulating and challenging environment, building the success of the company while I experience advancement opportunities.

Skills : Microsoft Office.

Description :

    1. Answer questions and provide future tax planning to clients.
    2. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    3. Explain federal and state tax laws to individuals.
    4. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
    5. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
    6. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
    7. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    8. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's In Accounting


Tax Professional Assistant Resume

Objective : Proficiency in several computer applications including Microsoft Word, Excel and PowerPoint Bilingual Organized and punctual Completed various cooperative and individual business projects Energetic and cooperative.

Skills : Quickbooks, Word, Excel, Office Equipment, Accounts Payable, Accounts Receivable, Payroll, Auditing, Purchasing, Human Resources, Union Contract Understanding.

Description :

    1. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    2. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
    3. Prepare and assist in preparing simple to complex tax returns for individuals or small businesses.
    4. Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
    5. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
    6. Calculate form preparation fees according to return complexity and processing time required.
    7. Consult tax law handbooks and bulletins in order to determine procedures for preparation of atypical returns.
    8. Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma In Accounting


Seasonal Tax Professional Resume

Summary : Goal-oriented sales and customer support professional with successful experience in account management, needs assessment, software sales, promotion, training, and relationship building. Strong background in building new territories and using creative marketing approaches. Respected for problem solving skills; willing to go the extra mile to make the customer happy within the guidelines. Demonstrated ability to create client loyalty above and beyond the sales relationship.

Skills : Investment Research, Tax Analysis...

Description :

    1. Compute taxes owed or overpaid, using adding machines or personal computers.
    2. Complete entries on forms, following tax form instructions and tax tables.
    3. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
    4. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
    5. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    6. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    7. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
    8. Consult tax law handbooks or bulletins to determine procedures for preparation of a typical returns.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Tax Professional/Accountant Resume

Headline : An accountant with 12 years of professional experience in all fields of accounting and business finance who is seeking new opportunities in the business arena. I have managed various projects and also have expertise in costing, pricing and closing of financial accounts.

Skills : Tax Professional, Tax Professional.

Description :

    1. Stay abreast with all new tax laws and allowances from the Internal Revenue Service (IRS).
    2. Prepare income tax return forms for individuals and small businesses: Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return.
    3. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    4. Compute taxes owed, using computer along with adding mace, and completes entries on forms, following tax form instructions and tax tables.
    5. Consult clients for future financial record keeping.
    6. Occasionally verify totals on forms prepared by others to detect errors of arithmetic or procedure also known as Second Looks.
    7. Calculate form preparation fee according to complexity of return and amount of time required to prepare forms.
    8. Electronically file or mail completed tax returns.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S. In Accounting

Senior Tax Professional Resume

Summary : Currently working as a co-crew leader at Dairy Queen, also I've worked at H&R Block for their seasonal time. Experienced in computer skills, answering calls and filing. Also I'm bilingual.

Skills : Microsoft Office, Excell, Word, PowerPoint, Works.

Description :

    1. Responsible for income tax preparation for individuals and companies.
    2. Identify potential credits and liabilities and ensure accurate and complete returns are filed in a timely manner.
    3. Completed tax forms in accordance with policies and in compliances with legislations and regulations.
    4. Prepare or assist in preparing simple to complex tax returns for individuals.
    5. Use all appropriate adjustments, deductions, and credits to keep clients taxes to a minimum.
    6. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    7. Review financial records such as income statements and documents of expenditures to determine forms needed to prepare tax returns.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Junior Tax Professional Resume

Headline : Seeking a position in the customer service field, where I can utilize my experience and skills to grow and advance with a reputable company.

Skills : Microsoft office, Microsoft office, copy machine, fax.

Description :

    1. Processed client applications for lines of credit.
    2. Completion and explanation of approval or denial paperwork.
    3. Answered phones, greeted clients, processed payments, filed paperwork.
    4. Computed taxes owed and overpaid, using adding machines and personal computers, and completed entries on forms, following tax form instructions and tax tables.
    5. Consulted tax law handbooks and bulletins in order to determine procedures for preparation of atypical returns.
    6. Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.
    7. Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Tax Professional (Part Time) Resume

Summary : Possess strong analytical and problem solving skills and ability to work independently and within a team. Also well organized and detail oriented. Setting priorities and meeting deadlines. Good communication and writing skills.

Skills : Microsoft Office.

Description :

    1. Collect taxes from individuals or business according to prescribed laws and regulations.
    2. Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
    3. Maintain records for each case, including contacts, telephone numbers, and actions taken.
    4. Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
    5. Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems and returns.
    6. Enter tax information into computers for processing.
    7. Process individual and corporate income tax returns and sales and excise tax returns.
    8. Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Business

Tax Professional Associate Resume

Summary : Organized and detail-oriented, and have learned to prepare a wide variety of financial statements and reports. I especially enjoy performing payroll functions. Very outgoing person and have developed great customer service skills through my current job. I get along well with everyone. Able to multi-task well while working in a fast-paced environment, and do not get stressed easily.

Skills : Microsoft Office, 10-Key, Composite Health Care System, Armed Forces Health Longitudinal Technology, Relay Health, Virtual MPF, General Inquiry Of Deers, Group Practice Management Report Sites.

Description :

    1. Prepared over 150 complete and accurate tax returns.
    2. Introduced clients to financial products and services to achieve financial objectives.
    3. Coordinated document collection and records management for company clients.
    4. Conducted tax interviews and researched Internal Revenue Service regulations.
    5. Reviewed completed tax forms for accuracy and compliance per Tax Breakdown Service procedures and standards.
    6. Skills Used Developed and maintained effective working relationship with assigned clients and co-workers.
    7. Proactively resolved issues to ensure client satisfaction and retention.
    8. Greeted customers; made appointments; took and received payments for services rendered; reconciled daily earnings and made deposits; balanced weekly tax statements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BA In Business Administration

Tax Professional (Full Time) Resume

Summary : Able to exercise independent judgment and decision making while upholding procedural and ethical standards; Exceptional multi-tasking and communication skills; Excellent analytical, typing and proofreading skills.

Skills : Inventory, Management, Warehouse.

Description :

    1. Prepare and assist in preparing simple to intermediate tax returns for individuals and small businesses.
    2. Interview clients to obtain information needed to accurately prepare their tax return.
    3. Review financial records, statements and documentation in order to determine forms needed to prepare tax returns.
    4. Consult tax resources and law book handbooks in order to determine procedures for atypical tax returns as needed.
    5. Compute taxes owed or overpaid using all appropriate adjustments, deductions and credits to keep clients taxes to a minimum.
    6. Provide taxpayers with information and advice regarding their tax situation for current and future tax years.
    7. Takes continuing education courses to stay up to date on changes in federal and state codes.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA

Tax Professional Head Resume

Objective : Seeking employment with accounting field help realizing long-term career goal of developing a strong administrative qualities along with managing and strategic planning.

Skills : Customer Service, Communication, Presentations, Teaching, Data Entry, Cash Handling, Leadership Skills, Research, Research, Responsible.

Description :

    1. Developed strong multitasking and organizational skills by prioritizing multiple client handling, working on variety of tax returns, addressing clients' issues and other administration related tasks.
    2. Served as a backup for reception - helped with scheduling appointments, answered phone calls about tax related queries and appointment seekers.
    3. Handled cash register - received payments, reconciled cash registers at end of the various shifts.
    4. Cultivated strong interview skills while interviewing clients to obtain necessary information by paying attention to details.
    5. Additionally, conduct research to come up with most suitable facts to ensure the accuracy of the tax return.
    6. Worked hard to meet the deadlines and client expectations.
    7. Analyze opportunities to cross sell tax plus products and maintained good rate of tax plus product attachment rates through out the tax season.
    8. Recognized by manager and all co-workers as collaborative and friendly person.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Accounting

Tax Professional III Resume

Objective : To secure a position for a respectable organization, which appreciates professional approach and hard work, where I can gain and utilize my knowledge of various skills & experience in contribution towards fulfilling the company's growth objectives.

Skills : Mastery of Microsoft Office programs Knowledge of Intermediate.

Description :

    1. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
    2. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
    3. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    4. Prepare or assist in preparing simple tax returns for individuals.
    5. Consult tax law handbooks or bullets for especially difficult tax returns Recommend additional products and services.
    6. Prepare tax returns using electronic filing software.
    7. Ensure a copy of the completed return is provided to the customer.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certified Nursing Assistant

Tax Professional Resume

Summary : To secure a position for a respectable organization, which appreciates professional approach and hard work, where I can gain and utilize my knowledge of various skills & experience in contribution towards fulfilling the company's growth objectives.

Skills : Customer Service, Microsoft Office Suite, Communication Skills, Organizational Skills, Scheduling.

Description :

    1. Establish a relationship with client who will return for a yearly service.
    2. Listen to clients and understand their inquires and requests in order to provide and file accurate information to the IRS.
    3. Perform mathematical calculations using a calculator / computer to accurately figure their yearly return.
    4. Follow H&R Block's guide and procedures for organizing, recording, receiving and documenting client's personal information.
    5. Listening to details clients provide and asking the right questions to know the best way to go about doing their return.
    6. Receive and screen visitors and/or telephone calls and appropriately notify the appropriate person.
    7. Maintain an organized and comfortable environment in office and at desk.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Liberal Arts