Tax Preparer Resume Sample
Brennon Krajcik
985 Maida Mews,
New York,
NY
+1 (555) 767 5172
Work Experience
Senior Tax Preparer
06/2015
-
PRESENT
Chicago, IL
- · Prepare individual tax returns for Intuit customers
- · Partner with business to provide insights on customer feedback and experience
- · Verifying tax return accuracy
- · Potential for ongoing opportunities
- · Training provided
- · Competitive pay and employee discounts
- Experience preferably in sales, service and or tax preparation
- Good communication, interpersonal and customer services skills
- Basic knowledge of computer functions required
Tax Preparer
04/2011
-
12/2014
Phoenix, AZ
- Experience with: Journal Entries, reviewing Financial Reports, bank statements, monthly reporting, quarterly reporting, processing and assembling tax returns, sending out billing and scheduling appointments for main CPA
- Software: Accounting CS, Bookkeeping through QuickBooks
- Client recently updated from Creative Solutions to the new software: Accounting CS
- Prepare individual Federal and State corporate and partnership tax returns of varying complexities
- Assist in the preparation of quarterly and year-end tax estimates
- Draft response letters to IRS and state notices when needed
- Make adjusting entries, including adjustments to Quickbooks in order to prepare business returns
- Perform accounting/bookkeeping/payroll functions when needed
- Or busy seasons) within a public accounting firm
Corporate Tax Preparer
04/2007
-
10/2010
Boston, MA
- Proficiency in using Tax Preparation Software
- Reconciling investment income and proceeds, that are paid to clients, to the 1099 Forms
- Validating client information that appears on forms
- Reconciling tax that is withheld from clients
- Communicating issues in detail and tracking them to resolution
- Developing and maintaining tracking spreadsheets
- Providing management with daily reports
- Collaborating with internal teams and vendors to ensure timely and accurate reporting
Education
Upper Iowa University - Cedar Rapids Center
2001 - 2006
School's Degree in Accounting
Professional Skills
- Outstanding interpersonal skills fostering client and internal relationships; excellent analytical, organizational, and written/verbal communication skills
- Demonstrated critical thinking, well-developed problem solving skills, and ability to work independently
- Strong communication skills both in writing and verbally
- Strong analytical skills, with attention to detail and multi-tasking capabilities
- Exceptional organizational and time management skills; including the ability to meet deadlines
- Has prior experience in a CPA Firm setting
- Good communication, interpersonal and customer services skills
How to write Tax Preparer Resume
Tax Preparer role is responsible for customer, interpersonal, computer, tax, retail, basic, compliance, standards, filing, preparation.
To write great resume for tax preparer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Tax Preparer Resume
The section contact information is important in your tax preparer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Tax Preparer Resume
The section work experience is an essential part of your tax preparer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous tax preparer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax preparer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Tax Preparer resume experience can include:
- Experience of corporation tax compliance within a group context, with appreciation/experience of interest restrictions, loss restrictions, simplified arrangements for group relief and Transfer Pricing
- Communicate effectively to identify the best product or service to match the needs of the customer
- Exceptional communication skills with clients and colleagues
- Exceptional communication, organization and research skills
- Impeccable mathematics skills
- Seeking professionals with 1-year+ Corporate Income Tax and/or Public Accounting experience
Education on a Tax Preparer Resume
Make sure to make education a priority on your tax preparer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax preparer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Tax Preparer Resume
When listing skills on your tax preparer resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical tax preparer skills:
- Strong computer skills and prior tax software experience
- Good communication, leadership, interpersonal and customer services skills
- Good computer skills and ability to quickly learn new software
- Demonstrate competency in technical skills, work quality, and time management
- Excellent organisation and time management skills with a focus on compliance deadlines
- Able to multitask efficiently and effectively LI-HD#
List of Typical Experience For a Tax Preparer Resume
1
Experience For Seasonal Tax Preparer Resume
- Previous experience preparing fiduciary tax returns
- Tax experience
- Experience preferably in sales, service and or tax preparation
- Related work experience as a Tax Preparer
- Experience of Individual tax preparation in an commercial environment
- Be consistently accurate, organized, and able to prioritize and meet deadlines for multiple engagements at once
- Experience with tax prep
- Previous experience with preparation of taxes
2
Experience For Corporate Tax Preparer Resume
- Assist with year-end consolidation process and review output
- Previous personal income tax preparation experience
- Review financial records such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return
- Partnership tax experience
- Experience in the preparation of 1040, 1041, 105, 1120 and 1120S
- Strong knowledge of multiple Tax software’s and advanced Excel
3
Experience For Seasonal Tax Preparer / Reviewer Resume
- ProSeries software experience
- Heavy knowledge and experience with 1040s
- Experience in tax
- Experience with OneSource tax preparation software highly desired
- Tax Preparation experience
4
Experience For Experienced Form Tax Preparer Resume
- 2-5 years current experience
- Understanding of bookkeeping and record keeping practices on a manual and/or computerized system(s)
- Preparing and reviewing individual and corporate tax returns (1040s, 1065, K-1, 1120s)
- Assisting with distribution/ mailing of returns
- Reviewing and preparing complex individual, trust and business returns
- Filing personal tax forms (T1's)
- Preparing 1040 tax returns and basic business returns
- Understanding and comprehension of federal and state income tax laws
- Working with 990, 1040, 1065 and 1120 tax forms
5
Experience For Senior Tax Preparer Resume
- Preparing personal income tax returns
- Preparing of T4 and T5 income tax slips for our corporate clients
- Contacting clients for additional information, if needed, to complete accurate tax return
- Managing client engagements to ensure expectations are set and met
- Working knowledge of BNA tax software
- Working knowledge of BNA-CCM / BNA-RAA
- Bring an Entrepreneurial point of view to the Auditor role
- Working knowledge of SAP and HFM
6
Experience For Corporate Income Tax Preparer Resume
- Obtaining all required signatures
- Reviewing the finished product with the customer
- Collecting customer data
- Processing tax returns
- Answering client calls via our national call center routing system
7
Experience For Fiduciary Tax Preparer Resume
-  Typing, sitting, standing, and walking
- Responsible for preparing complete and accurate personal tax returns while delivering outstanding customer service
- Prepare business tax returns utilizing information provided by clients by reviewing client information and inputting into tax preparation software
- Responsible for preparing complete and accurate tax returns while delivering outstanding client service
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables
- Fulfills ongoing tax training and testing requirements
- Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
- Review files to ensure that they possess the necessary signatures, contain the necessary supporting documenation, and comply with filing due dates
8
Experience For Seasonal Individual Tax Preparer Resume
- Participate in training, continuing education, direction, motivation and feedback with other employees
- Explain billing invoices and accounting policies to staff, vendors and clients
- Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
- Data entry, filing, and maintaining specific tax documents
- Scan documents, creating and maintaining both electronic and paper client files
- Corporate and individual tax returns, finalizing trial balances, working on balance sheets, Lacerate, Quickbooks
- Competent user of Microsoft Word, Excel, Outlook, as well as being proficient in keyboarding and ten-key utilization
- Calculate form preparation fees according to return complexity and processing time required
9
Experience For High Net Worth Tax Preparer Resume
- Prepare tax returns using electronic filing software
- Prepare individual tax returns utilizing the information provided by the clients, and inputting into tax preparation software
- Grow the business by promoting services and expanding client base
- Help grow the business by promoting services and establishing clientele
- Office hours are 8am - 5pm Mon-Fri, flexibility in working hours during work periods is critical
- Consult with clients concerning tax planning and resolution of tax issues
10
Experience For Personal Tax Preparer Resume
- Knowledge of tax accounting and year end processes would be beneficial
- Proficient in MS Office applications - including Excel at an intermediate level
- Timely final delivery of statements and returns according to the Firm’s standards
- Obtain proper filing extensions when necessary
- Participates in call campaigns and other marketing activities
- Work under pressure, in a fast-paced working environment
- Participate in networking events and organizations
- Resolve accounting discrepancies and irregularities
List of Typical Skills For a Tax Preparer Resume
1
Skills For Seasonal Tax Preparer Resume
- Good communication, leadership, interpersonal and customer services skills
- Prior professional tax preparation experience
- Develop strong working relationships with clients while focusing on serving current needs and anticipating future needs
- Experience working with or exposure to accounting and tax software such as Profile, Quickbooks and Simply Accounting is beneficial
- Experience working with or exposure to accounting and tax software such as Profile, TaxPrep, TaxCycle, Quickbooks and Simply Accounting is beneficial
2
Skills For Corporate Tax Preparer Resume
- Skillful at managing a variety of assignments simultaneously while tracking and completing necessary follow-up
- Experience preparing varying schedules (A, B, C, D, E, both rentals and K-1 income, and F) are desirable
- Previous experience utilizing any tax accounting software
- Accounting experience working with privately held businesses
- Responsible for overseeing and assisting in the prioritization of client work load
- Recent or current experience servicing High Net Worth clients
- Experience with and working knowledge of VITA
- Experience preparing complex 1040 tax returns
- Sales and marketing experience
3
Skills For Seasonal Tax Preparer / Reviewer Resume
- 4+ progressive accounting experience
- Tax preparation experience in public accounting required
- Experience working with one of the major tax preparation software packages such as TaxWise, Intuit ProConnect, TaxSlayer Pro, or Drake
- Experience working in ProFx Tax and/or GoFileRoom highly desired
- Solid understanding of tax law, common IRS forms, and display an ability to conduct tax research
- Lacerte, workflow, and client time tracking software experience
- Experience completing complex returns
4
Skills For Experienced Form Tax Preparer Resume
- Experience in preparing taxes
- Deliver excellent customer assist with consulting services
- Create an outstanding customer experience
- Demonstrate integrity when working with customers, company policy, monetary transactions, product supply, and work relationships
- Maintain excellent working relationships with staff/team members
- Prioritize and manage multiple assignments of varying sizes and complexity within given time frame and budget
- Experience preparing taxes, individual, corporations etc
5
Skills For Senior Tax Preparer Resume
- Previous experience working with TaxPrep software
- Individual and business tax preparation experience (including Schedule K-1)
- Experience utilizing ProSeries and QuickBooks
- 6 months of tax preparing experienceREQUIRED
- Experience working as a Corporate Tax Preparer
- Experience completing complex returns
6
Skills For Corporate Income Tax Preparer Resume
- Tax Preparation experience
- Solid Tax background (Compliance; Corporate; Individual; Partnership; Trust/Estate)
- Tax preparation experience for High Net Worth clients
- Previous Tax experience (Compliance and Individual)
- Experience with a wide variety of tax practices
- Highly skilled in QuickBooks
- Relevant experience in lieu of education
7
Skills For Fiduciary Tax Preparer Resume
- Prioritize and organize multiple tasks at once
- Experience in tax preparation
- Two (2) to three (3) years experience with the preparation of tax returns
- Two (2) to three (3) years experience with the preparation of personal tax returns
- At least two years’ experience with the preparation of personal tax returns
- Proven ability to give and receive constructive criticism
8
Skills For Seasonal Individual Tax Preparer Resume
- 2+ years of job related experience
- Multitask and prioritize tasks needed to be done in a timely manner
- Lacerte and ProSeries experience
- Experience in client tax preparation
- Strong attention to detail and ability to follow strict tax laws
- Multi-task, remain calm, prioritize, and stay organized under deadlines
9
Skills For High Net Worth Tax Preparer Resume
- Tax preparation and QuickBooks experience is required
- Review tax returns for accuracy prior to submittal
- Experience in amended returns
- Previous tax preparer experience required
- Corporate income tax experience
- Experience in preparation of Schedule A,C,D,E and 2106
10
Skills For Personal Tax Preparer Resume
-  Strong attention to detail and accuracy
- Multiple tax software experience
- Corporate tax preparation experience required
- Experience preferably in sales, service and or tax preparation
- Strong attention to detail and accuracy
- Experience with QuickBooks and ProSeries
- Experience in tax preparation, specifically with individual taxes
List of Typical Responsibilities For a Tax Preparer Resume
1
Responsibilities For Seasonal Tax Preparer Resume
- Experience preferably in sales, service and or tax preparation
- Ensure client confidentiality by following all company procedures regarding information handling
-  Answering client calls via our national call center routing system
-  Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
-  Participates in call campaigns and other marketing activities
- Knowledge of basic accounting concepts involved in tax return preparation ideal, but not required
- Research tax planning policies
- Works with taxpayer by email and phone to secure information needed for completing tax return
2
Responsibilities For Corporate Tax Preparer Resume
- Availability and commitment to work overtime as required during tax season
- Compute taxes owed and prepare personal tax returns (and other tax compliance slips) ensuring compliance with government standards
- Responsible for preparing complete and accurate Canadian and U.S. individual and trust tax filings
- Preparation of individual tax returns including federal, state and city returns
- High-volume tax processing abilities
- Develop and maintain business relationships with new and existing customers
- Provide marketing efforts to solicit and promote new business inside and outside of the retail store
- Presents the Company's value proposition to clients concerning various company products and services
- Prepare Individual income tax returns during pre-scheduled appointments with clients
3
Responsibilities For Seasonal Tax Preparer / Reviewer Resume
- Review tax return with clients so they have a full understanding of their tax return
- Able to assist tax clients with future tax planning
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
- Answer questions and provide future tax planning to clients
- Compute taxes owed by following tax code
- Prepare or assist in preparing simple to complex tax returns for individuals
4
Responsibilities For Experienced Form Tax Preparer Resume
- Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
- Prepare UK corporation tax returns from data provided by the business, working with the business to clear any queries raised
- Assist with the corporation tax administration – group payment arrangement, simplified arrangements, tracking entities etc
- Preparation and filing of Federal Forms 1099, 1041, 5227, 990, 990-PF's, and 990-EZ's
- Preparation and filing of State Fiduciary Forms
- Preparation and filing of Fiduciary Estimates
- Assist with sales and marketing efforts
- Calculate form preparation fee according to complexity of return and amount of time required to prepare forms
5
Responsibilities For Senior Tax Preparer Resume
- Proficiency with accounting and tax software at an intermediate to advanced level is mandatory!
- Willingness to work increased hours as a team player during peak cycles
- Knowledge of QuickBooks or other accounting software
- Prepare monthly billing statements and monitor budgets
- BA in Accounting, Finance and/or Taxation
6
Responsibilities For Corporate Income Tax Preparer Resume
- Proficiency in filing corporate and individual tax returns
- Perform additional office and marketing tasks as assigned
- Bachelors in Accounting/Finance or related
- Proficient in Microsoft Office Suite including Excel and Word
- Self-motivated "think on your feet" when working and a "can do" approach
- Capable of managing projects and client work self-sufficiently
- Comfortable interacting with clients
- Complete understanding of information needed to file a tax return
- Work with long tenured clients in a small office setting
7
Responsibilities For Fiduciary Tax Preparer Resume
- Bachlor's in Accounting
- Adhere to the firm’s written tax practice standards and the firm’s 1040 Procedure Manual
- Provide feedback to managers as part of firm’s continuous improvement strategy
- Availability to work late January 2017 through mid-April 2017
- Perform all work in compliance with the firm’s policies and procedures
- Prepare individual (1040), business (1065), corporation (1120/1120s) income tax returns
- Prepare business tax returns
8
Responsibilities For Seasonal Individual Tax Preparer Resume
- Contact clients by phone or email and continually interact with peers and supervisors to gather and prepare information
- Prepare, provide tax compliance and tax advisory services to individuals, partnerships, S corporations and corporations in a variety of industries
-  Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
-  Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
-  Answers questions and provide future tax planning to clients
-  Consults tax law reference materials to determine procedures for preparation of atypical returns
-  Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
-  Researches tax related questions and issues, and responds to clients appropriately and within a timely manner
9
Responsibilities For High Net Worth Tax Preparer Resume
-  Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
-  Audits all tax return forms for accuracy and completeness (i.e., client signatures)
-  Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns
-  Monitors on-site client volume and advises supervisor when additional tax preparers are required
- Enter client data into tax prep software
- Adaptable to new technology and ability to work in a paperless environment
- Availability to work February 2018 through mid-April 2018
- Mentor and coach tax preparer team; act as a lead
10
Responsibilities For Personal Tax Preparer Resume
- Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application.Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
- Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
- Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
- Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns
- Monitors on-site client volume and advises supervisor when additional tax preparers are required
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