Tax preparers make and submit accurate tax returns for individuals and small businesses. Your tax preparer resume needs to prove you’re up to date with the ever-changing tax regulations.
Certified tax preparer with extensive knowledge of federal and state tax regulations and over 4 years of experience in preparing and evaluating tax returns. At Smiths Tax Services administered 120 tax reports for the tax season, maintaining 100% accuracy and ensuring the clients receive maximum benefits permitted by law. Helped one of the key clients to save $50,000 by identifying a recurring reports error. Seeking to leverage a tax deduction and compliance expertise at TaxationGuru.
Work Experience
Tax Preparer
Smiths Tax Services, Bozeman, MT
July 2016–December 2018
Key Qualifications & Responsibilities
Prepared monthly and annual tax reports for small business and individual clients (around 120 reports in tax season).
Analyzed tax law regulations to find potential deductions and recognize any deficiencies.
Reviewed the company tax returns on a regular basis and prepared them for audits.
Maintained positive relationships with clients, handled daily phone calls and emails.
Run the company’s agenda of appointments and ensured all payments are done on time.
Managed clients’ files and reports using the relevant software, including QuickBooks and TaxAct.
Ensured confidentiality of client information.
Key Achievements
In the recent tax season, administered 120 tax reports maintaining 100% accuracy and ensuring maximum client benefit as permitted by law.
Income Tax Preparer
CloudAcc Inc., Butte, MT
Jan 2014–June 2016
Key Qualifications & Responsibilities
Reviewed clients income regarding potential deductions and credits.
Assisted businesses and individual clients in preparing tax returns.
Applied a federal state, and local codes to ensure tax compliance.
Consulted clients on tax law and income statement documentation.
Managed electronic tax records using QuickBooks.
Key Achievements
Helped one of the key clients to save $50,000 by identifying a recurring reports error.
Education
BA, Business Administration and Accounting
Montana State University, Bozeman, MT
Completed: 2014
Relevant coursework: Commercial Tax Preparation, Corporate Taxation, General Accounting, Tax Planning and Research
Skills
Attention to detail
Focus on customer
Tax deduction
Tax compliance
Tax returns
Income tax regulations
QuickBooks, TurboTax and TaxAct software
Multi-tasking
Analytical skills
Problem-solving
Time management
Collaboration and teamwork
Certifications
Registered as Chartered Tax Professional (CTP®), 2018
Generally Accepted Accounting Principles (GAAP) Certificate
Corporate Tax Returns 2019, Online Course
Want to save time and have your resume ready in 5 minutes? Try our resume builder. It’s fast and easy to use. Plus, you’ll get ready-made content to add with one click. See 20+ resume templates and create your resume here.
Don’t overload your resume with too much information. Leave enough white space instead.
If you’re not sure which one is better—PDF or Word resume, go for the PDF. Unless the employer asks for a different file format.
2. Write a Tax Preparer Resume Objective or Summary
Hiring managers are busy just as you are when taxes are due.
That’s why your resume usually gets only about a 6-second look-see.
No chance to get an extension.
So—
Act quickly and grab the recruiter’s attention right off the bat with a great professional profile.
It can be either a resume summary or resume objective:
Use a career summary if you have plenty of tax accounting experience. It’s your space to declare all the career wins and gains.
If you’ve just got your PTIN but have done little about it, use a career objective. It presents your skills and shows your motivation to do things right.
Pro Tip: Numbers don’t lie and you know it best. Add some $ or % to your tax preparer resume to show your achievements are quantifiable.
3. Create the Perfect Tax Preparer Job Description for a Resume
List your job titles, company names, locations, and dates of work.
Create a list of 6-7 experience bullet points for each position.
Avoid “responsible for”. Instead, use a resume action verbs, such as prepared, resolved, monitored, utilized, ensured, etc.
Pro Tip: Looking for an entry-level tax prep position but don’t know how to get your feet wet? Find a freelance job online or do some volunteering first. These are both great for your tax preparer resume description.
4. Make Your Tax Preparer Resume Education Section Great
People trust you with the details of their financial life.
Now—
It's time to make the hiring manager trust you, too.
Even if some tax prep duties can be learned on the job, your resume education section is of great value to the hiring company.
Besides your IRS registration, add your educational history to your tax preparer resume. Here’s how:
Candidates with rich professional experience can only list their degree, school name and location, and graduation year.
Those who are less experienced should consider listing their GPA (if higher than 3.5), academic accomplishments and relevant coursework.
Pro Tip: What’s the best way to select relevant skills for your resume? Create a master list of all your job skills (soft skills, hard skills, and technical skills). Then reread the job offer and pick only these skills that are sought-after.
When making a resume in our builder, drag & drop bullet points, skills, and auto-fill the boring stuff. Spell check? Check. Start building your resume here.
Pro Tip: Tax preparers who got state licensure may call themselves CPAs. Be careful when listing your CPA credentials on a resume or a LinkedIn profile and check if your licence is still valid. The license status requirements may vary from state to state.
Pro Tip: Should you follow up on your job application? Positive. A follow-up email will boost your chances of getting this dream tax prep job.
That’s it!
You just saw a job-winning tax preparer resume sample and you’re ready to write your own one.
Are you writing an income tax preparer resume or you deal with international taxes? What do you think about our tax preparer resume example? Let us know in the comments.
Emilia is a career expert sharing all kinds of job hunting advice. At Zety, she writes dedicated guides that help readers create job-winning resumes and cover letters.
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