Common Responsibilities Listed on Tax Preparer Resumes:

  • Prepare and file individual, corporate, and partnership tax returns
  • Analyze financial information to determine tax liability
  • Research and interpret tax laws and regulations
  • Identify and maximize tax credits and deductions
  • Prepare and review estimated tax payments
  • Respond to IRS inquiries and notices
  • Prepare tax projections and forecasts
  • Prepare and review quarterly and year-end tax reports
  • Assist clients with tax planning and compliance
  • Develop and maintain relationships with clients
  • Stay current on changes in tax laws and regulations
  • Provide tax advice and guidance to clients

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Tax Preparer Resume Example:

A strong Tax Preparer resume should emphasize expertise in tax planning strategies, research and analysis of tax laws, and providing guidance during IRS audits. Highlight your experience managing a diverse portfolio of clients, maintaining strong relationships, and staying up-to-date on tax law changes. Showcase your ability to increase client satisfaction, tax savings, and success in resolving disputes with the IRS.
Declan Harrington
(322) 378-2758
linkedin.com/in/declan-harrington
@declan.harrington
Tax Preparer
Experienced Tax Preparer with 4 years of expertise in developing and implementing tax planning strategies for high net worth individuals and corporate clients. Proven track record in conducting thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients. Skilled in providing expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
WORK EXPERIENCE
Tax Preparer
03/2022 – Present
Summit Tax Solutions
  • Developed and implemented tax planning strategies for high net worth individuals, resulting in a 15% reduction in tax liability and a 20% increase in client satisfaction.
  • Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients.
  • Provided expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
Tax Accountant
03/2020 – 03/2022
Financial Edge Accounting Services
  • Managed a portfolio of 50+ corporate clients, preparing and filing their tax returns accurately and on time, resulting in a 95% client retention rate.
  • Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.
  • Provided ongoing tax planning and compliance advice to clients, resulting in a 10% increase in overall client satisfaction.
Tax Associate
03/2019 – 03/2020
Taxwise Solutions Inc.
  • Prepared and filed individual, corporate, and partnership tax returns for 200+ clients, ensuring compliance with all tax laws and regulations and achieving a 99% accuracy rate.
  • Conducted regular tax projections and forecasts for clients, resulting in a 15% increase in tax savings and a 20% increase in client satisfaction.
  • Stayed up-to-date on changes in tax laws and regulations, providing timely and accurate advice to clients and ensuring compliance with all new requirements.
SKILLS & COMPETENCIES
  • Tax planning and strategy development
  • Tax law research and analysis
  • Tax credit and deduction maximization
  • IRS audit guidance and support
  • Corporate tax return preparation and filing
  • Client relationship management
  • Tax compliance advice
  • Individual and partnership tax return preparation
  • Tax projections and forecasting
  • Knowledge of current tax laws and regulations
  • Attention to detail and accuracy
  • Time management and organization
  • Strong communication and interpersonal skills
  • Problem-solving and critical thinking
  • Adaptability and ability to stay current with industry changes
COURSES / CERTIFICATIONS
Certified Public Accountant (CPA)
05/2023
American Institute of Certified Public Accountants (AICPA)
Enrolled Agent (EA)
05/2022
Internal Revenue Service (IRS)
Annual Filing Season Program (AFSP) Record of Completion
05/2021
Internal Revenue Service (IRS)
Education
Bachelor of Science in Accounting
2016 - 2020
San Diego State University
San Diego, CA
Accounting
Business Law

Top Skills & Keywords for Tax Preparer Resumes:

Hard Skills

  • Tax Law Knowledge
  • Tax Preparation Software Proficiency
  • Financial Analysis
  • Attention to Detail
  • Communication Skills
  • Organization and Time Management
  • Customer Service
  • Accounting Principles
  • Research and Investigation
  • Problem Solving
  • Data Entry
  • Compliance and Regulations

Soft Skills

  • Attention to Detail
  • Analytical Thinking
  • Time Management and Prioritization
  • Communication and Interpersonal Skills
  • Customer Service Orientation
  • Adaptability and Flexibility
  • Problem Solving and Critical Thinking
  • Ethics and Integrity
  • Organization and Planning
  • Teamwork and Collaboration
  • Stress Management
  • Technical Aptitude and Computer Skills

Resume Action Verbs for Tax Preparers:

  • Analyzed
  • Prepared
  • Reviewed
  • Filed
  • Advised
  • Researched
  • Calculated
  • Verified
  • Organized
  • Communicated
  • Updated
  • Consulted
  • Assessed
  • Compiled
  • Documented
  • Examined
  • Generated
  • Monitored

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Resume FAQs for Tax Preparers:

How long should I make my Tax Preparer resume?

The ideal length for a Tax Preparer resume typically depends on the individual's experience and career stage. However, there are some general guidelines you can follow to ensure your resume is concise and effectively communicates your skills and accomplishments. One to two pages: As a general rule, your resume should be no more than one to two pages long. For entry-level or early-career Tax Preparers, one page is usually sufficient. Experienced Tax Preparers with extensive accomplishments and a longer work history may require two pages, but it's essential to ensure that every piece of information is relevant and valuable. Prioritize content: When determining what to include on your resume, prioritize the most relevant and recent experience, skills, and achievements. Focus on the accomplishments that demonstrate your expertise in tax preparation and your ability to drive results. Be selective and avoid including outdated or irrelevant information. Use concise language: To maximize space on your resume, use concise language and bullet points to describe your experience and achievements. Avoid long paragraphs or unnecessary details, and be sure to quantify your accomplishments whenever possible (e.g., prepared tax returns for 100+ clients). Tailor your resume: Customize your resume for each job application, focusing on the skills and experiences most relevant to the specific Tax Preparer role you're applying for. This will help you present a targeted and impactful resume, while also ensuring you stay within the one to two-page limit.

What is the best way to format a Tax Preparer resume?

The best way to format a Tax Preparer resume is to create a clear, concise, and visually appealing document that effectively showcases your skills, experience, and achievements. Here are some tips and recommendations for formatting a Tax Preparer resume: Consistent formatting: Ensure consistency in formatting throughout your resume, including font size, typeface, and spacing. Using a consistent format helps make your resume easy to read and navigate, making it more likely that hiring managers will review your entire document. Clear section headings: Clearly label each section of your resume (e.g., "Summary," "Experience," "Skills," "Education") with bold or underlined headings. This helps guide the reader's eye and makes it easier for them to find the information they're looking for. Use bullet points: Use bullet points to present your experience and achievements in a concise and easy-to-read format. This helps break up large blocks of text and enables hiring managers to quickly scan your resume for relevant information. Highlight relevant skills: Include a section that highlights your relevant skills, such as tax preparation software proficiency, knowledge of tax laws and regulations, and customer service experience. Include relevant experience: List your tax preparation experience in reverse chronological order, starting with your most recent position and working backward. Be sure to include any relevant experience, such as working with small businesses or preparing complex tax returns. Quantify achievements: Where possible, quantify your achievements, such as the number of tax returns prepared or the amount of money saved for clients. This helps demonstrate your value as a Tax Preparer. Overall, the key to formatting a successful Tax Preparer resume is to present your skills and experience in a clear and concise manner, highlighting your relevant experience and achievements.

Which keywords are important to highlight in a Tax Preparer resume?

As a Tax Preparer, it's essential to highlight specific keywords and action verbs in your resume to showcase your skills and experience effectively. Here are some recommendations for keywords and action verbs to consider incorporating in your resume: 1. Tax Preparation: This is the core function of your role, so be sure to emphasize your experience and expertise in preparing tax returns for individuals and businesses. 2. Tax Law: Demonstrate your knowledge of tax laws and regulations, including federal, state, and local tax codes. 3. Tax Software: Highlight your proficiency in using tax preparation software, such as TurboTax, H&R Block, or TaxAct. 4. Tax Planning: Showcase your ability to help clients plan for their taxes by identifying deductions, credits, and other tax-saving strategies. 5. Tax Compliance: Emphasize your experience in ensuring clients' tax returns are accurate and compliant with all relevant laws and regulations

How should I write my resume if I have no experience as a Tax Preparer?

Writing a resume with little to no experience as a Tax Preparer can be challenging, but there are ways to make your resume stand out to potential employers. Here are some tips to help you craft an effective resume: Emphasize transferable skills: Even if you don't have direct experience as a Tax Preparer, you likely have transferable skills that are valuable in the field. These can include attention to detail, organization, time management, communication, and problem-solving. Make sure to highlight these skills throughout your resume. Showcase relevant projects: If you've worked on any projects, either in school or as part of your previous roles, that are related to tax preparation, make sure to include them on your resume. This can include bookkeeping, financial analysis, or any other relevant projects. Explain your role in these projects and the impact your contributions had on the final outcome. Highlight education and certifications: If you have a degree in a relevant field, such as accounting or finance, be sure to mention it. Additionally, include any tax preparation certifications or courses you've completed, such as the IRS Annual Filing Season Program or courses from platforms like H&R Block or Jackson Hewitt. Demonstrate your passion for tax preparation: If you're passionate about tax preparation, make sure to convey that in your resume. This can include any volunteer work you've done related to taxes, any tax-related blogs or articles you've written, or any other activities that demonstrate your interest in the field. By following these tips, you can create a resume that showcases your skills, experience, and passion for tax preparation, even if you have little to no direct experience in the field.

Compare Your Tax Preparer Resume to a Job Description:

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  • Identify opportunities to further tailor your resume to the Tax Preparer job
  • Improve your keyword usage to align your experience and skills with the position
  • Uncover and address potential gaps in your resume that may be important to the hiring manager

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