A Tax Return Preparer is responsible for submitting tax forms on behalf of clients and paying the appropriate amount and maximizing the client’s returns. The job duties often listed on the Tax Return Preparer Resume are – interviewing clients about the income and expenses, acting as a liaison between clients and the IRS, auditing account details, informing clients on the tax preparation process, collecting relevant financial records, including pay stubs, and income statements, inputting data from financial records into tax return software and databases, using applicable federal, state, and local tax law to determine deductions, acting as a representative for clients with applicable agencies, and building customer relationships to promote and expand the business.
To ensure returns are on-time, complete, and accurate, the Tax Return Preparers often need transferable soft skills, industry knowledge, and technical abilities in the following ways – knowledge of applicable tax laws, regulations, and deadlines; proficiency with common tax preparation, word processing, and spreadsheet applications, and familiarity with the tax return submission, and confirmation process. Candidates looking for this job should mention on the resume a bachelor’s degree in finance or accounting.
Summary : To secure a customer service/office support position in an organization that values excellence, commitment, and professionalism. Experienced providing support in a call centre environment a plus. Experienced preparing and supporting a variety of federal and provincial forms for individuals, including student, pension, self-employed, rental property, investments, and foreign income.
Skills : Microsoft Office & Windows, Outlook, Customer Service,.
Description :
Answered all tax questions, resolved all tax problems, and prepared all returns quickly and accurately.
Received clients, identified and addressed clients' needs, and maintained a pleasant and professional atmosphere.
Researched, analyzed, and drew conclusions on taxation concepts in order to resolve tax issues.
Handled inbound and outbound calls to schedule appointments, follow up with clients, and respond to queries.
Followed company procedures for receiving and processing cash and credit card payments.
Reviewed individual tax returns to ensure they are compliant and accurate.
Helped clients as they work on their tax return with tax advice and troubleshoots tax questions; communicates directly with clients, answering specific tax questions (written & verbally).
Experience
10+ Years
Level
Senior
Education
BS In Accounting
Tax Return Preparer Resume
Summary : Tax Return Preparer with 9 years of experience in Researching tax regulations to support advice and provides expert information on how to maximize clients tax return. Creating high-quality client interactions and experiences that instill confidence using deep client empathy, with your in-depth tax knowledge and expertise. Proactively seeking out and delivering the right answer for each client; utilizing and leveraging government websites, professional resources, and team expertise and translating into everyday language for clients.
Skills : Planning, Tax Assistant.
Description :
Prepared and reviewed individual, corporate, and partnership income tax returns.
Built relationships with clients by learning about their businesses and requesting required information for preparing income tax returns.
Performed tax research and prepare memoranda.
Prepared tax returns, both business and personal, for clients.
Maintained a control log of production details.
Maintained a log of time spent vs. fees collected.
Distributed business questionnaires prior to the year-ends.
Experience
7-10 Years
Level
Management
Education
MS
Tax Return Preparer Resume
Summary : Tax Return Preparer is Applying defined practices, procedures and company policies to troubleshoot and resolve tax advice and preparation client inquiries. Reviewing deliverables with manager to assess understanding and accurate/compliant guidance. Experienced preparing individual returns including all IRS schedules. Experienced with ProSystems Tax, GoFileRoom, and Adobe Professional, and paperless process.
Skills : Process Assistant, System Management.
Description :
Computed taxes owed or overpaid and complete entries on forms, following tax form instructions and tax tables.
Prepared simple to complex tax returns for individuals and small businesses.
Used all appropriate adjustments, deductions and credits to keep client’s taxes to the legal minimum.
Interviewed clients to obtain additional information on taxable income and deductible expenses.
Reviewed financial records such as income statements and documentation of expenses to determine forms needed to prepare tax returns.
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.
Experience
7-10 Years
Level
Management
Education
BS In Accounting
Tax Return Preparer Resume
Summary : Tax Return Preparer is Checking data input and verify totals to detect errors in arithmetic, data entry or procedures.
Interacting positively with clients regarding their personal tax situations. Distributing personal organizers. Processing the 13th month for each client. Assigning and coordinating with tax preparers, if applicable. Reviewing and distributing final returns to clients. Handling client tax questions. Handling any correspondence from taxing authorities.
Skills : Return Planner, Taxing.
Description :
Completed all related tax forms in accordance with policies, and in compliance with legislation and regulations.
Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
Consulted tax law reference materials to determine procedures for preparation of atypical returns.
Answered questions and provide future tax planning to clients.
Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Researched tax related questions and issues, and responds to clients appropriately and within a timely manner.
Resolved client complaints, or refers situations to supervisor (as appropriate) for resolution.
Experience
7-10 Years
Level
Executive
Education
MS
Tax Return Preparer Resume
Headline : Tax Return Preparer is Preparing individual tax returns for 2020 Tax Season. Performing accounting duties using various software, including QuickBooks
& and Excel. Facilitating communication between clientele and Partners and/or principals. Assisting with tax and accounting services including planning, research, and compliance.
Skills : Tax Assistant, Researcher.
Description :
Prepared returns for an individual (1040).
Assisted in inputting information for business returns
Checked Data – verify records/computation.
Prepared tax returns for individuals and businesses.
Stayed updated on regulations.
Maintained competencies in firm software, QB, Sage.
Performed assigned duties with attention to detail, speed, and accuracy and to work with minimum supervision.
Experience
5-7 Years
Level
Executive
Education
MS
Tax Return Preparer Resume
Objective : Tax Return Preparer is Adjusting to and learn new software. Auditing all tax return forms for accuracy and completeness (i.e., client signatures). Reviewing individual and entity tax returns. Frequently interfacing with client personnel to review and apply accounting and tax principles.
Contacting clients by phone or email to gather necessary information. Reviewing files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates.
Skills : Planning, Review Management.
Description :
Prepared individual tax returns (1040’s) and possibly corporate, partnership, and other types of returns (depending on experience).
Performed tax research where appropriate.
Provided basic accounting services as needed.
Performed all work in compliance with the firm’s policies and procedures.
Maintained technical tax skills through on the job training and participation in internal tax training sessions.
Communicated directly with client when appropriate.
Communicated accurately and timely.
Experience
2-5 Years
Level
Executive
Education
MS
Tax Return Preparer Resume
Objective : As a Tax Return Preparer is complexing individual, business, and trust tax returns. Gathering and organizing data for tax return preparation. Maintaining client tax files including scanning and bookmarking work papers. Providing tax support and advice over video, phone, and chat, helping customers work on returns (Active PTIN required. Carefully documenting all customer interactions.
Skills : Documentational Skills, Video Management.
Description :
Gathered relevant tax-related information from clients so an accurate tax return can be prepared.
Looked at tax situations from various angles to ensure the maximum tax benefit is applied.
Prioritized and managed multiple projects and deadlines.
Willingness to assisted other tax preparers, managers, and partners as needed.
Demonstrated superior client service skills, by assisting clients with business needs.
Reviewed individual, business, and fiduciary income tax returns, depending on experience.
Ensured an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues – there is a script that you will follow to help guide your responses.
Experience
2-5 Years
Level
Executive
Education
GED
Tax Return Preparer Resume
Objective : Tax Return Preparer is responsible for Obtaining proper filing extensions when necessary., Performing detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience. Performing all work in compliance with the firms policies and procedures. Maintaining technical tax skills through on the job training and participation in internal tax training sessions.
Skills : Tax Training, Policy Assistant.
Description :
Reviewed of the administrators’ monthly hedge fund NAV packages.
Reviewed annual audited financial statements and financial highlights including all related footnotes and disclosures.
Provided support to independent audit firm during audit and tax annual cycles.
Assisted with certain regulatory reporting items such as Forms N-PORT, PF, AIFMD, and CPO as well as oversee certain tax reporting items.
Analyzed/reviewed monthly capital activity and a variety of calculations including performance/incentive fees, management fees, expense rebates, and rates of return.
Processed and tracked fund expenses for payment and reviewing expense accruals.
Handled responses to ad hoc requests from PM teams, Finance, Investor Relations, etc.
Experience
2-5 Years
Level
Executive
Education
MS
Tax Return Preparer Resume
Objective : To obtain a Tax Return Preparer is Managing cross-functional relationships between internal and external parties including portfolio managers, operations, fund administrators, tax preparers and auditors. Ensuring Service standards are being exceeded at all times when answering and responding to in-bound client requests. Successfully adapting to different personalities and working styles. Proactively and effectively communicating information regarding status issues to team members.
Skills : Team Member, Communicational Skills.
Description :
Facilitated special projects, as assigned by department President.
Collectd data and documents for assigned clients.
Interpreted client documents to answer client questions.
Kept all aspects of CRM (Salesforce) up-to-date.
Created and maintained online files for clients.
Coordinated special requests and client projects.
Worked directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests.
Experience
2-5 Years
Level
Executive
Education
GED
Tax Return Preparer Resume
Objective : Tax Return Preparer is Working with the tax team to ensure the various components of the tax preparation process are performed. Looking at tax situations from various angles to ensure the maximum tax benefit is applied. Preparing tax returns through a paperless office environment. Periodically attending internal professional development and training seminars to stay up to date on the ever-changing tax rules.
Skills : Training, Tax Management.
Description :
Scanned, filed and organized necessary tax documentation into the firm system.
Conducted tax interviews with clients to determine the best and most compliant course of action.
Provided IRS audit support as needed.
Mentored and supported Interns and Associates.
Provided guidance to Tax Interns in the scanning and preparation of tax returns.
Maintained accurate time and expense records to ensure proper billing of clients.
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