5 Amazing tax preparer Resume Examples (Updated 2023) + Skills & Job Descriptions

Working as a tax preparer can offer both seasonal and ongoing job opportunities. This can make it attractive to both people seeking full-time employment and workers looking for temporary work. In pursuit of this position, you likely completed a college degree in accounting or gained years of experience. Regardless of the qualifications you sought, you also need a strong tax preparer resume to land the job. Tax preparers work for companies of all sizes. Larger companies tend to use applicant tracking systems, which require you to consider the keywords you include in your resume. Adding the right words helps bots single your resume out as an ideal fit. Even without an ATS, you need to use the right content to grab the recruiter’s attention in six seconds or less. Some skills you might consider adding include customer service, attention to detail, and advanced mathematical skills. Knowing what to include in a resume can make many people feel overwhelmed. We provide a tax preparer resume sample, templates, and professional advice to simplify the process.

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tax preparer: Resume Samples & Writing Guide

Employment history

Chief Tax Preparer, Walmart Bentonville, Arkansas

January 2020 – Present

Explain tax laws and regulations to clients
Manage client deadlines and ensure timely filing of tax returns
Advise clients on tax law changes and regulations

Tax Preparer, Google Mountain View, California

June 2019 – December 2019

Ensure compliance with all applicable tax laws
Maintain client records and update information as needed
Provide customer service to clients

Entry Level Tax Preparer, General Electric Boston, Massachusetts

December 2018 – May 2019

Maintain client confidentiality
Prepare and file income tax returns
Calculate taxes owed and prepare tax returns

Education

Stanford University, Stanford, California

Medical Office Administration, October, 2018

Skills

Leadership

Innovation

Reporting

Collaboration

Tax Returns

Tax Preparation

Bookkeeping

QuickBooks

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Employment history

Chief Tax Preparer, Apple Cupertino, California

May 2023 – Present

Monitor changes in tax laws and regulations
Perform data entry and maintain filing systems
Identify potential deductions and credits to minimize tax liability

Associate Tax Preparer, JPMorgan Chase New York, New York

December 2021 – April 2023

Generate reports and other documents as requested
Ensure compliance with all applicable tax laws
Respond to inquiries from the Internal Revenue Service (IRS) and other government agencies

Junior Tax Preparer, Google Mountain View, California

December 2020 – November 2021

Maintain client confidentiality
Ensure compliance with all applicable tax laws
Perform data entry and maintain filing systems

Education

University of Texas, Austin, Texas

Doctor of Office Administration, October, 2020

University of Texas, Austin, Texas

Bachelor of Arts in Office Administration, October, 2016

Skills

Data Analysis

Communication

Professionalism

Process Improvement

Tax Software

Financial Reporting

Bookkeeping

Financial Analysis

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Employment history

Senior Tax Preparer, JPMorgan Chase New York, New York

May 2021 – Present

Ensure compliance with all applicable tax laws
Generate reports and other documents as requested
File tax returns electronically or by mail

Associate Tax Preparer, Apple Cupertino, California

May 2020 – April 2021

Explain tax laws and regulations to clients
Respond to inquiries from the Internal Revenue Service (IRS) and other government agencies
Research tax laws and regulations to ensure compliance with federal and state regulations

Entry Level Tax Preparer, Walmart Bentonville, Arkansas

December 2018 – April 2020

Provide customer service to clients
Maintain client records and update information as needed
Advise clients on tax law changes and regulations

Education

Harvard University, Cambridge, Massachusetts

Bachelor of Arts in Office Administration, October, 2018

Skills

Teamwork

Networking

Stress Management

Conflict Resolution

Payroll Processing

Reconciliation

Financial Analysis

Accounts Receivable

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Employment history

Lead Tax Preparer, Amazon Seattle, Washington

March 2016 – Present

Review financial records to ensure accuracy
Provide customer service to clients
Perform data entry and maintain filing systems

Associate Tax Preparer, CVS Health Woonsocket, Rhode Island

October 2014 – February 2016

Prepare and submit tax payments
Respond to inquiries from the Internal Revenue Service (IRS) and other government agencies
Prepare and distribute tax documents to clients

Entry Level Tax Preparer, UnitedHealth Group Minnetonka, Minnesota

March 2014 – September 2014

File tax returns electronically or by mail
Provide customer service to clients
Ensure compliance with all applicable tax laws

Education

Stanford University, Stanford, California

Doctor of Office Administration, January, 2014

Stanford University, Stanford, California

Bachelor of Science in Business Administration, January, 2010

Skills

Interpersonal

Troubleshooting

Project Management

Attention to Detail

Financial Analysis

Tax Accounting

Tax Code

Payroll Processing

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Professional Summary

Highly organized and detail-oriented Tax Preparer with extensive experience in preparing and filing taxes for individuals and businesses. Proven ability to provide accurate and timely financial services and solutions.

Employment history

Senior Tax Preparer, Google Mountain View, California

July 2014 – Present

Answer client inquiries regarding tax preparation and filing
Identify potential deductions and credits to minimize tax liability
Generate reports and other documents as requested

Tax Preparer, General Electric Boston, Massachusetts

December 2013 – June 2014

Prepare and distribute tax documents to clients
Prepare and file income tax returns
Maintain client confidentiality

Jr. Tax Preparer, JPMorgan Chase New York, New York

December 2012 – November 2013

Identify potential deductions and credits to minimize tax liability
Ensure compliance with all applicable tax laws
Review financial records to ensure accuracy

Education

University of Maryland, College Park, Maryland

Bachelor of Arts in Accounting, October, 2012

Skills

Visualization

Research

Business Acumen

Documentation

Tax Software

Financial Reporting

QuickBooks

Tax Returns

Use This tax preparer Resume Template

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tax preparer Job Descriptions; Explained

If you're applying for an tax preparer position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

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

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tax preparer Job Skills

For an tax preparer position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Entry
Tax Preparation
Microsoft Office
Bookkeeping
Accounting Principles
Financial Analysis
Tax Law
Tax Returns
Spreadsheet Software
Budgeting
Financial Reporting
Tax Accounting
Tax Code
Auditing
Accounts Payable
Accounts Receivable
Reconciliation
Payroll Processing
QuickBooks
Tax Software

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your tax preparer Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Lead Tax Preparer, Amazon Seattle, Washington

October 2020 – Present

Prepare and submit tax payments
Research tax laws and regulations to ensure compliance with federal and state regulations
Review financial records to ensure accuracy

Tax Preparer, JPMorgan Chase New York, New York

April 2019 – September 2020

Research tax laws and regulations to ensure compliance with federal and state regulations
Ensure compliance with all applicable tax laws
Prepare and distribute tax documents to clients

Entry Level Tax Preparer, Walmart Bentonville, Arkansas

October 2018 – March 2019

Education

University of Maryland, College Park, Maryland

Master of Science in Medical Office Administration, August, 2018

University of Maryland, College Park, Maryland

Bachelor of Arts in Business Administration, August, 2014

Skills

Project Management

Interpersonal

Process Improvement

Conflict Resolution

Financial Reporting

Accounting Principles

Accounts Payable

Tax Accounting

Include your Contact Information and Job Descriptions

Missing job descriptions lessens your chances of getting hired.

Key Insights

Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
Keep job descriptions short but don't just list your jobs.
Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your tax preparer Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Chief Tax Preparer, Bank of America Charlotte, North Carolina

May 2015 – May 2022

Answor client inquirys regarding tax preparation and filing
Maintain client confedentiality
Prepaire and file income tax returns.

Associate Tax Preparer, Microsoft Redmond, Washington

May 2014 – May 2015

Answerr client inquieries regarding tax preparation and filing
Manage client deadliness and ensure timely filing of tax returns
Prepare and distrubute tax documents to clients.

Junior Tax Preparer, Bank of America Charlotte, North Carolina

June 2013 – May 2014

Answr client questions about tax preperation
Reconcil financail statements and other docuemnts
Prepair and distrubte tax docuemnts to clients

Education

University of Maryland, College Park, Maryland

Bachelor of Arts in Accounting, April, 2013

Skills

Process Improvement

Research

Troubleshooting

Communication

Data Entry

QuickBooks

Microsoft Office

Tax Law

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history.

Key Insights

When explaining gaps in your employment section, start by being honest.
Elaborate on the gap and show that you never stopped learning.
Explain and elaborate any gap in your work history by highlighting new skills.

tax preparer Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an tax preparer position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Chief Tax Preparer
UnitedHealth Group
Minnetonka, Minnesota

To the Recruitment Team at UnitedHealth Group

I am a results-driven Tax Preparer with 5 years of experience in Administrative & Clerical. I am excited to submit my application for the Chief Tax Preparer role at UnitedHealth Group, where I believe I can make a valuable contribution to your team.

My life experiences have taught me the importance of hard work, dedication, and collaboration. Whether it was on the work, or just personally, I have always been committed to pursuing my goals with passion and tenacity. I am confident that throughout all of these years I have gained the skills and expertise necessary to succeed in this role and be a great asset for UnitedHealth Group. I am eager to join a team that shares my values and work towards a common goal.

Thank you for considering my application for the Chief Tax Preparer role at your organization. I am dedicated to continuous improvement, and elated about the opportunity to join your team and work towards achieving our shared goals together.

With gratitude,
Paul Davis
985-963-6047
[email protected]

Paul Davis

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