Tax Preparer Resume Examples

tax preparer

  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Produced US and state income, gift tax and estate tax returns for individuals

tax preparer

  • Take phone calls from clients and answer clients’ questions
  • Advise clients in the tax preparation process
  • Check tax documents and file tax returns for clients
  • Ensure the confidentiality of each client

tax preparer

  • Calculate, file and sign income tax returns
  • Answer phones and take massages
  • Courtesy calls
  • Some cleaning

tax preparer

  • Studied and received certification to prepare taxes for the 2017 tax season.
  • Be knowledgeable on current tax laws to inform clients on the best ways to file.
  • Greet clients and provide a professional and welcoming environment.
  • Answering incoming phone calls and providing information for clients on their account and setting appointments.
  • Placing outbound calls to clients to update them on accounts and to request additional information. 

tax preparer

  • Prepare State and Federal income taxes for individuals and businesses to include self employment and itemizations.
  • Send tax files to the State of Georgia and IRS.
  • Prepare refund checks.
  • Enter tax return information into computers for processing

tax preparer/receptionist

  • Using the correct software needed to file the taxes.
  • Offer coffee or water to the clients while waiting in the lobby.
  • Answer phone calls in a timely manner, take messages when needed.
  • Maintain a clean and safe environment.

tax preparer, bookkeeper, payroll, sales tax

  • Prepared and filed income tax (1040,1120,1120s,1065,990)
  • Bookkeeping with quick books.
  • Prepared and filed sales tax.
  • Prepared and filed payroll.
  • Open and close Corp. LLC with secretary of State.
  • Open and close DBA with county.
  • Opened and closed all business related documents. (EIN, business licenses, sellers permit,…) 

tax preparer

  • Advise clients in the tax preparation process and prepare and file tax documents
  • Take incoming calls from clients to answer tax questions and set up tax preparation appointments
  • Ensure the confidentiality of each client by following all company procedures regarding information handling
  • Attend to the needs of clients to inspire them to refer the service and come back the following year

tax preparer

  • Responsable for providing excellent customer service 
  • Prepare income taxes for individuals and small businesses.
  • Help taxpayer receive the maximum benefit permitted by government laws.
  • Filling client income taxes to the IRS using Drake Software.

tax preparer

  • Prepare and review income tax returns, partnerships and corporations. 
  • Counsel clients on a variety of tax issues. 
  • Respond to client and IRS inquiries. 
  • Calculate payments and monitor deadlines for submission of clients’ sales taxes, payroll taxes and federal and state income taxes – quarterly. 
  • Utilize Tax Wise software program.