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tax professional: Resume Samples & Writing Guide

Bernie Bailey 800 Cedar Avenue, Escatawpa, MS 39562
bailey-bernie@aol.com
643-242-2653

Employment history

Lead Tax Professional, JP Morgan Chase New York, New York
March 2016 – Present
  • Prepare and file tax returns for individuals and businesses
  • Keep up to date with the latest changes in tax legislation
  • Develop and implement tax strategies to minimize tax liabilities
Tax Professional, TD Bank Cherry Hill, New Jersey
October 2014 – March 2016
  • Identify potential tax credits and deductions
  • Monitor tax law changes and advise clients on the impact of such changes
  • Respond to inquiries from the IRS and other government agencies
Junior Tax Professional, Morgan Stanley New York, New York
April 2013 – September 2014
  • Research and interpret tax laws and regulations to ensure compliance
  • Identify potential tax credits and deductions
  • Assist clients with tax preparation software

Education

Stanford University, Stanford, California
Doctor of Philosophy in Accounting, March, 2013
Stanford University, Stanford, California
Bachelor of Arts in Business Management, March, 2009

Skills

Self-Motivation
Problem Solving
Social Media
Reporting
Tax Preparation
Bookkeeping
Tax Compliance
IRS Regulations

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Roger Hawkins 695 Pleasant Valley Drive, Floodwood, MN 55736
hawkins.roger@gmail.com
919-217-0881

Employment history

Senior Tax Professional, Goldman Sachs New York, New York
October 2015 – Present
  • Monitor tax law changes and advise clients on the impact of such changes
  • Identify potential tax credits and deductions
  • Research and interpret tax laws and regulations to ensure compliance
Associate Tax Professional, TD Bank Cherry Hill, New Jersey
May 2014 – September 2015
  • Provide tax planning advice to clients
  • Assist clients with tax preparation software
  • Prepare and file tax returns for individuals and businesses
Jr. Tax Professional, Morgan Stanley New York, New York
October 2013 – April 2014
  • Respond to inquiries from the IRS and other government agencies
  • Prepare and file tax returns for individuals and businesses
  • Maintain client records and prepare tax reports

Education

Wharton School, Philadelphia, Pennsylvania
Doctor of Philosophy in Finance, September, 2013
Wharton School, Philadelphia, Pennsylvania
Bachelor of Science in Economics, September, 2009

Skills

Presentation
Professionalism
Critical Thinking
Listening
Tax Planning
Tax Preparation
Financial Reporting
Financial Modeling
Paul Evans 869 Parkview Drive, Desert Center, CA 92239
paulevans46@mail.com
601-682-6811

Professional Summary

 Dynamic and results-driven Tax Professional with extensive experience in the Financial Services field. Skilled in developing effective tax strategies and delivering efficient solutions to maximize returns. 

Employment history

Senior Tax Professional, State Street Corporation Boston, Massachusetts
December 2011 – Present
  • Identify potential tax credits and deductions
  • Provide tax planning advice to clients
  • Develop and maintain relationships with clients
Tax Professional, PNC Financial Services Group Pittsburgh, Pennsylvania
December 2010 – December 2011
  • Prepare and submit estimated tax payments
  • Keep up to date with the latest changes in tax legislation
  • Analyze financial data to determine tax liability and develop strategies to minimize tax burden
Jr. Tax Professional, Wells Fargo San Francisco, California
July 2009 – December 2010
  • Identify potential tax credits and deductions
  • Prepare financial statements, including income statements and balance sheets
  • Respond to inquiries from the IRS and other government agencies

Education

Kellogg School of Management, Evanston, Illinois
Master of Arts in Business Management, May, 2009
Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Finance, May, 2005

Skills

Computer Literacy
Accounting
Communication
Documentation
Tax Preparation
Financial Statements
Tax Law
Financial Modeling
Richard Richards 782 Woodland Avenue, Clifton, SC 29324
richardrichards@icloud.com
898-180-8095

Employment history

Chief Tax Professional, PNC Financial Services Group Pittsburgh, Pennsylvania
April 2020 – Present
  • Analyze financial data to determine tax liability and develop strategies to minimize tax burden
  • Represent clients in audits, appeals, and tax collection disputes
  • Respond to inquiries from the IRS and other government agencies
Tax Professional, Citigroup New York, New York
October 2019 – April 2020
  • Respond to inquiries from the IRS and other government agencies
  • Maintain client records and prepare tax reports
  • Assist clients with tax preparation software
Jr. Tax Professional, Wells Fargo San Francisco, California
May 2018 – September 2019
  • Prepare and submit estimated tax payments
  • Keep up to date with the latest changes in tax legislation
  • Maintain client records and prepare tax reports

Education

Haas School of Business, UC Berkeley, California
Bachelor of Arts in Business Management, March, 2018

Skills

Computer Literacy
Data Analysis
Listening
Innovation
Cost Accounting
Tax Law
Estate Planning
Accounting Principles
Percy Daniels 601 Creekview Drive, Ferndale, WA 98248
percy.daniels@protonmail.com
907-759-7455

Employment history

Lead Tax Professional, TD Bank Cherry Hill, New Jersey
November 2021 – Present
  • Identify potential tax credits and deductions
  • Analyze financial data to determine tax liability and develop strategies to minimize tax burden
  • Assist clients with tax preparation software
Associate Tax Professional, U.S. Bancorp Minneapolis, Minnesota
May 2020 – October 2021
  • Provide tax planning advice to clients
  • Maintain client records and prepare tax reports
  • Develop and maintain relationships with clients
Junior Tax Professional, State Street Corporation Boston, Massachusetts
May 2019 – April 2020
  • Assist clients with tax preparation software
  • Prepare and file tax returns for individuals and businesses
  • Monitor tax law changes and advise clients on the impact of such changes

Education

MIT Sloan School of Management, Cambridge, Massachusetts
Chartered Financial Consultant, April, 2019

Skills

Troubleshooting
Collaboration
Flexibility
Interpersonal
Budgeting
Payroll Tax
Corporate Tax
Tax Planning

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tax professional Job Descriptions; Explained

If you're applying for an tax professional 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 professional

  • Prepare individual income tax returns according to the IRS tax code
  • Create client packets and files
  • Follow tax code, office policies and procedures
  • Offer quality customer services like financial products and other promotions
  • Assist with building brand recognition

tax professional Job Skills

For an tax professional 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."

  • Tax Preparation
  • Tax Law
  • Accounting Principles
  • Financial Analysis
  • Financial Planning
  • Tax Planning
  • Auditing
  • Corporate Tax
  • Budgeting
  • Bookkeeping
  • Financial Reporting
  • Tax Compliance
  • Financial Modeling
  • Financial Statements
  • Investment Analysis
  • Financial Forecasting
  • Regulatory Compliance
  • Estate Planning
  • IRS Regulations
  • Payroll Tax
  • Cost Accounting

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 professional 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.

Ian Patterson 625 Riverbend Road, Flatonia, TX 78941

Employment history

Lead Tax Professional, Goldman Sachs New York, New York
September 2016 – Present
  • Represent clients in audits, appeals, and tax collection disputes
  • Analyze financial data to determine tax liability and develop strategies to minimize tax burden
  • Provide tax planning advice to clients
Tax Professional, PNC Financial Services Group Pittsburgh, Pennsylvania
October 2015 – September 2016
  • Research and interpret tax laws and regulations to ensure compliance
  • Keep up to date with the latest changes in tax legislation
  • Respond to inquiries from the IRS and other government agencies
Junior Tax Professional, TD Bank Cherry Hill, New Jersey
April 2014 – September 2015

    Education

    Stanford University, Stanford, California
    Certified Retirement Counselor, February, 2014

    Skills

    Collaboration
    Troubleshooting
    Database Management
    Relationship Management.
    Financial Analysis
    IRS Regulations
    Tax Planning
    Cost 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 professional 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 Evans 897 Sycamore Avenue, Bensville, MD 20603
    earlevans@yahoo.com
    684-665-0249

    Employment history

    Senior Tax Professional, JP Morgan Chase New York, New York
    December 2009 – May 2022
    • Maintane client records and prepere tax reports.
    • Reppresent clients in audits, appeals, an' tax collection disputes.
    • Prepear financail statemnts, includin incom statemnts an balence sheets.
    Tax Professional, Citigroup New York, New York
    December 2008 – November 2009
    • Provideing tax plannin advices to clientss
    • Reppresent cliients in audtits, appelas, an tax collection disputess.
    • Prepear and submitt estimatted taxx paymments.
    Jr. Tax Professional, State Street Corporation Boston, Massachusetts
    December 2007 – November 2008
    • Keeep upp too date witth thee latesst changess inn taxx legislattionn.
    • Provide tax plannin advices too clients.
    • Analise financail data too determinate tax liabillity and develope strategys too minimise tax burden.

    Education

    Darden School of Business, Charlottesville, Virginia
    Bachelor of Arts in Business Administration, October, 2007

    Skills

    Database Management
    Process Improvement
    Coaching
    Conflict Resolution
    Financial Reporting
    Financial Statements
    Tax Law
    Financial Planning

    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 professional Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an tax professional 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.



    Bernie
    Bailey
    bailey-bernie@aol.com
    643-242-2653
    800 Cedar Avenue, Escatawpa, MS
    39562

    Lead Tax Professional
    TD Bank
    Cherry Hill, New Jersey

    TD Bank Hiring Team


    I am writing to express my interest in the Lead Tax Professional role at TD Bank. As a Tax Professional with 10 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.


    Growing up, I always had a fascination with Mergers & Acquisitions. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.


    I appreciate the opportunity to apply for the Lead Tax Professional position. I am committed to making a positive impact on the world, so I am thrilled about the opportunity to join your team and work towards achieving our shared goals for the betterment of everyone.


    Thank you for your time and consideration,
    Bernie Bailey
    643-242-2653
    bailey-bernie@aol.com

    Bernie Bailey






    Showcase your most significant accomplishments and qualifications with this cover letter.
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    last guy

    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.