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tax preparer: Resume Samples & Writing Guide

Paul Davis

252 Laurel St., Homewood, PA 15010
[email protected]
985-963-6047

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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Pauline Evans

463 Mill Road, Union Park, FL 32817
[email protected]
886-246-4109

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

Victor White

559 Valley View Drive, Westwood, KS 66205
[email protected]
926-393-1590

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

Hal Hawkins

27 Oakwood Road, Brook Park, MN 55007
[email protected]
624-333-9546

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

Gus Campbell

630 Evergreen Avenue, Campus, IL 60920
[email protected]
824-650-6438

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

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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.

1

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
2

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
3

tax preparer

  • Calculate, file and sign income tax returns
  • Answer phones and take massages
  • Courtesy calls
  • Some cleaning
4

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. 
5

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 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.

Quentin Martin

718 Sunset St., Centerville, MO 63633

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.

Earl Robinson

150 Ridgewood Avenue, Ali Chukson, AZ 85634
[email protected]
765-098-0703

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.



Paul
Davis

[email protected]
985-963-6047
252 Laurel St., Homewood, PA
15010

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






Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes

Give yourself the best chance of standing out from the competition!

Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.