Tax Preparer Resume Samples

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Tax Preparers oversee their clients' taxation issues and analyze fiscal liabilities. Their aim is reducing the amount of taxes paid by a company and for this purpose Tax Preparers keep their tax regulation knowledge up to date, collaborate with other departments in an enterprise, and fill tax returns in a timely manner. A successful sample resume for Tax Preparer highlights assets like fiscal acumen, analytical thinking, teamwork, computer proficiency, and strong communication skills. Candidates looking to work in this field should mention in their resumes a Bachelor's Degree in accounting or finance.

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1

Tax Preparer

Utilized advanced tax preparation software to prepare tax returns for individuals and small businesses.

  • Resolved customer concerns and complaints.
  • Advised customers of their rights and responsibilities as taxpayers.
  • Exercised due diligence during tax interviews.
  • Ensured the proper credits, deductions, and tax liabilities were applied to tax returns, according to Publication 17 Federal Tax Code.
Candidate Info
3
years in
workforce
4
months
at this job
HS
High School Diploma
AS
Arts
BA
Bachelor of Arts
2

Tax Preparer Assistant

Thoroughly interviewed clients to obtain data for an effective return

  • Identified potential deductions and ensured clients qualified
  • Ensured appointment schedule allowed adequate time to fulfill customers' needs
  • Performed regular maintenance of equipment to ensure operational condition
  • Streamlined office network to make information more accessible
  • Utilized QuickBooks to record expenses and payroll for business clients
Candidate Info
7
years in
workforce
7
months
at this job
3

Tax Preparer

  • Prepared and filed individual, corporate and partnership tax returns using Ultra Tax software
  • Created invoices, adjusted entries and performed bank reconciliations in QuickBooks and Quicken
  • Prepared 1099 MISC form and cover letter for clients in CFS Payroll System
  • Prepared tax returns for audit by organizing supporting documents and comparing returns with receipts
  • Handled busy phones, assisted client review of tax returns and processed payments in a timely manner
Candidate Info
1
year in
workforce
5
months
at this job
BS
Accounting Gpa: 378 / 40
MA
Accounting
4

Tax Preparer Specialist

Prepared work to be processed by gathering, sorting, and organizing data and documents; establishing priorities

  • Prepared federal tax documents by assembling and analyzing financial information completing forms using software
  • Recorded tax information by entering information into database
  • Maintained compliance with tax regulation by researching current regulations
  • Protected operations by keeping information confidential
  • Contributed to tax team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish related job results as and where needed
  • Responsible for managing clients files, including but not limited to, completing intake forms, keeping clients updated and preparing documentation require by the IRS while attempting to resolve the client's issues
Candidate Info
10
years in
workforce
9
years
at this job
Public Accounting
English
5

Tax Preparer

Provided onsite training.

  • Successfully led key projects which resulted in great leader skills.
  • Planned and executed taxes.
  • Effectively controlled the release of proprietary and confidential information for general client lists. Organized and coded all documents related to due diligence for acquisitions. Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies. Prepared correspondence, accounting and financial documents for analysis.
Candidate Info
8
months in
workforce
8
months
at this job
6

Tax Preparer/ Temporary Management

  • Filled in for Store Manager and performed all opening and closing duties
  • Prepared tax return for clients and answered all questions in relation to their income tax and the Affordable Care Act
  • Collected funds in return for services provided
  • Provided excellent customer service to clients
  • Proficient in diffusing angered clients and taking control of the situation to end in a satisfied customer experience
  • Promoted additional sales through marketing of products that best suited client needs
Candidate Info
5
months in
workforce
5
months
at this job
HS
High School Diploma
AS
Arts
7

General Manger/tax Preparer

  • Performed checking data input or validate totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures
  • Organized and helped in preparing simple to complex tax returns
  • Involved in increasing tax returns service by 15%
Candidate Info
2
years in
workforce
1
year
at this job
BBA
Accounting
MA
Master of Arts
8

Senior Tax Preparer

Interview clients to obtain their income, expense and other pertinent details necessary to preparing tax returns. Reviewed clients' financial documentation to determine the appropriate tax forms and strategies needed to minimize their tax liability.

  • Pulled IRS transcripts for clients.
  • Interfaced with IRS with tax audit assistance such as CP2000, CP22A, etc., for clients.
  • Prepared simple and complex tax returns for individuals by using knowledge of federal, state and local tax codes and publications.
  • Handled cash, check and credit transactions, performed daily accounting and book keeping activities for branch office.
  • Managed branch front office, handled telephone and walk-in inquiries and setup appointments for clients
  • Promoted office business by participating in local events and talking to friends and acquaintances.
Candidate Info
11
years in
workforce
6
years
at this job
9

Tax Preparer

Accurately prepared individuals tax returns.

  • Provided answers to tax related question
  • Supervised up to 4 staff members, opened/closed office
  • Answered phones, gave information to callers, took messages or transferred to appropriate individuals.
Candidate Info
12
years in
workforce
10
years
at this job
C
Dental Assisting
10

Advanced Tax Preparer

Politely directed 25 to 30 tax payers weekly on how to complete their forms before meeting a tax agent.

  • Interviewed tax payers to minimize errors on Form 13614-C and make tax preparation easier for the preparer.
  • Professionally escorted tax payers to the tax cabinet; kindly asked and recorded information required for filing.
  • A report was issued in writing at the end of each week by all advance preparers specifically about any hardship they encountered in filing taxes.
Candidate Info
3
years in
workforce
4
months
at this job
BA
Accounting

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