Professional Tax Preparer Resume Example, Template & Writing Guide
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Professional Tax Preparer Resume Example, Template & Writing Guide

A great tax preparer resume is readable, scannable, and optimized for errors so that hiring managers don't adorn the burden of searching for required information. However, locating a piece of information in a tax preparer resume is not something a hiring manager should be doing but if he does that then your resume won't last long.

Last update:
31/7/2024

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How do you make an enticing tax preparer resume?

In this resume writing guide, we will explain to you how you can master the technique of writing a job-winning tax preparer resume. Let's begin with a tax preparer resume example as of now and then we will proceed with learning to write individual sections. Here's an example.

Tax Preparer Resume

Tax Preparer Resume Example

Ernest M. Reed
Senior Tax Preparer
3259 Goldleaf Lane
Rochelle Park, NJ 07662 +1 201-587-9991
ernest_reed@gmail.com

Resume Summary

Proficient tax preparer, well qualified in business taxation having 10+ years of experience in tax preparation, filing clients taxes, and computed taxes for business clients. Well-versed in calculating potential deductions for self-employed clients as per maximum benefit permitted. Reviewed financial records, tax documents, and related tax forms along with answering tax-related questions from online users in the 6th tax season in state-authorised tax forums. Seeking a senior tax preparer position at J.Williams and Marksons tax consultancy.

Work Experience

Senior Tax Preparer
Jameson & Jameson
Rochelle Park, New Jersey
2020-Present

  • Interfaced with the regional tax authorities concerning tax returns of financial years of the company and respected employees. Ensured that the tax returns were filed in a timely manner keeping in mind the late submission dates.
  • Implemented various taxable income slabs to pay clients taxes within the limits permitted by the regional tax authorities, counting individual taxable incomes of the taxpayer and members of the families including others.
  • Improved computed taxes owed by the company and individual board of directors resulted in tax savings of $1.2M annually. Filed a tax rebate under the provisions of company taxes converting the additional amount as advanced tax for the next year.
  • Led a team of junior tax preparers and accounting assistants for the tax preparation work of a Fortune 500 client saving $2.3M in annual taxes. The entire team was awarded a cash bonus by the client and the company as well for the work done.

Senior Tax Preparer & Auditor
Blue Light Inc.
Rochelle Park, New Jersey
2015-2020

  • Managed to calculate accurate and complete returns for the company by investigating tax credits liable under the prescribed tax slab by the regional tax authorities and ensured that the documents were filed in a timely manner by the junior accounts manager.
  • Oversaw the task of completing the business tax forms by teaming up with the company accounts manager according to the guidelines of the national tax tribunal and securing the fact that there were no discrepancies in those documents.
  • Partnered with public accountants, third-party tax consultants, in-house auditors, and other tax preparers to calculate the annual tax returns under the prescribed business tax codes to resolve the scrutiny generated by the regional tax authority.
  • Assisted hiring managers in scanning and sorting the tax preparer resume sample using the applicant tracking software on technical parameters like tax preparation, tax returns, form preparation fees, taxable income, and tax form instructions.

Intern Tax Preparer
Northern Lights
Rochelle Park, New Jersey
2011-2015

  • Assisted the accounts head in calculating and invoicing clients for tax form fees. Also computed taxes owed or advance tax paid by the company. Assisted in documenting the same on the national tribunal’s official portal and software.
  • Resolved minor errors in tax liabilities that resulted in massive tax reductions as advised by the senior public accountant. Additionally, verified the tax return documents of clients and secured their personal and business-related information obtained.
  • Supported senior tax preparers in computing complex tax returns by leveraging my skills to discover future deductions and tax credits by investigating income statements, general ledgers, cash and bank books, profit and loss statements, and balance sheets.
  • Reminded various departments of the company to submit their expenditure statements so that they can be verified before submission. Sent official emails to the departmental heads and initiated voice calls to the in-charge tax preparer.

Key Tax Preparer Skills

  • Income tax preparation
  • Taxable income calculations
  • Preparing tax returns
  • Analyzing income statements
  • Tax forms evaluation
  • Tax form instructions
  • Investigate deductible expenses
  • Correct tax form completion
  • Tax software competency
  • Tax laws services
  • Tax tables compilation

Relevant Skills

  • Preparing financial statements
  • Business administration
  • Tax planning & data entry
  • Tax reports & documentation
  • Tax compliance
  • Determine forms needed
  • Excellent customer service
  • Appropriate adjustments

Soft Skills

  • Communication skills
  • Extensive knowledge
  • Problem-solving
  • Attention to detail
  • Responsible

Education

Master in Business Taxation
New Jersey Tax School
Rochelle Park, New Jersey
2008 – 2011

  • Coursework: Prepare tax returns, tax law handbooks, financial records, financial documents, applicable tax information for small businesses, tax reports, tax forms, and computed taxes owed.

Bachelor in Business Taxation
New Jersey Tax School
Rochelle Park, New Jersey
2004 – 2008

  • Coursework: Prepare tax returns, identifying potential tax credits, tax law handbooks, complex tax returns, financial statements, tax software, financial records, data entry, tax preparation needs, computed taxes owed, and local codes for small businesses.

Language

  • English (Native)
  • Spanish (Conversational)

Certificate

  • Certified Tax Law & Tax Return Practitioner, 2011
  • Certified Complex Tax Returns Professional, 2012

Membership

  • Certified Tax Preparer Society, Active Member, 2014-Present
  • Income Tax Returns Association, Auditor, 2016-Present

Contact Details in a Tax Preparer Resume

Writing contact details in a tax preparer resume is a cake walk and let's make sure there are no mistakes here. Read and investigate the examples of contact details given below. Compare the mistakes and make sure to avoid them in your version of the tax preparer resume example.

Tax Preparer Resume
Right
Ernest M. Reed

Tax Preparer

3259 Goldleaf Lane

Rochelle Park, NJ 07662

+1 201-587-9991

ernest_reed@gmail.com

Wrong
Ernest M. Reed

Tax Preparer

3259 Goldleaf Lane

Rochelle Park, NJ 07662

+1 201-587-9991

ernest_reed@gmail.com

May 18, 1982

42 years old

Taurus

6' & 165.4 pounds


Summary Statements in a Tax Preparer Resume

A tax preparer resume summary will inform the hiring manager about your tax skills, education, and years of experience doing the same. But how will you write it? Read and investigate the examples of resume summaries given below. Compare the mistakes and make sure to avoid them in your version of the tax preparer resume example.

Right
Proficient tax preparer, well qualified in business taxation having 10+ years of experience in tax preparation, filing clients taxes, and computed taxes owed for business clients. Well-versed in calculating potential deductions for self-employed clients as per maximum benefit permitted. Reviewed financial records, tax documents, and related tax forms along with answering tax-related questions from online users in the 6th tax season in state-authorised tax forums. Seeking a senior tax preparer position at J.Williams and Marksons tax consultancy.

Wrong
Proficient tax preparer and well-qualified in business taxation. Having 10+ years of experience in tax preparation. Filing clients taxes and computed taxes owed to business clients. Well-versed in calculating potential deductions. Employed clients as per maximum benefit. Reviewed financial records, plus tax documentation. Related forms along with answering tax questions of online users. The 6th tax season in state-authorized tax forums. Seeking a senior tax preparer position. J. Williams and Markson's tax consultancy.

Work Experience in a Tax Preparer Resume

A tax preparer resume is technical since you have to deal with state income tax returns, filing, auditing, and a lot more stuff. Here's how you must write the employment history of a tax preparer resume. Read the job description carefully and investigate the examples of work experiences given below. Compare the mistakes and make sure to avoid them in your version of the tax preparer resume example.

Right
Senior Tax Preparer Jameson & Jameson

Rochelle Park, New Jersey

2020-Present

  • Interfaced with the regional tax authorities concerning tax returns of financial years of the company and respected employees. Ensured that the tax returns were filed in a timely manner keeping in mind the late submission dates.
  • Implemented various taxable income slabs to pay clients taxes within the limits permitted by the regional tax authorities, counting individual taxable incomes of the taxpayer and members of the families including others.
  • Improved computed taxes owed by the company and individual board of directors resulted in tax savings of $1.2M annually. Filed a tax rebate under the provisions of company taxes converting the additional amount as advanced tax for the next year.
  • Led a team of junior tax preparers and accounting assistants for the tax preparation work of a Fortune 500 client saving $2.3M in annual taxes. The entire team was awarded a cash bonus by the client and the company as well for the work done.
Senior Tax Preparer & Auditor Blue Light Inc. Rochelle Park, New Jersey 2015-2020
  • Managed to calculate accurate and complete returns for the company by investigating tax credits liable under the prescribed tax slab by the regional tax authorities and ensured that the documents were filed in a timely manner by the junior accounts manager.
  • Oversaw the task of completing the business tax form by teaming up with the company accounts manager according to the guidelines of the national tax tribunal and securing the fact that there were no discrepancies in those documents.
  • Partnered with public accountants, third-party tax consultants, in-house auditors, and other tax preparers to calculate the annual tax returns under the prescribed business tax codes to resolve the scrutiny generated by the regional tax authority.
  • Assisted hiring managers in scanning and sorting the tax preparer resume sample using the applicant tracking software on technical parameters like tax preparations, tax returns, form preparation fees, taxable income, and tax form instructions.
Intern Tax Preparer Northern Lights Rochelle Park, New Jersey 2011-2015
  • Assisted the accounts head in calculating and invoicing clients for tax form fees. Also, computed tax owed or advance tax paid by the company. Assisted in documenting the same on the national tribunal's official portal and software.
  • Resolved minor errors in tax liabilities that resulted in massive tax reductions as advised by the senior public accountant. Additionally, verified the tax return documents of clients and secured their personal and business-related information obtained.
  • Supported senior tax preparer in computing complex tax returns by leveraging my skills to discover future deductions and tax credits by investigating income statements, general ledgers, cash and bank books, profit and loss statements, and balance sheets.
  • Reminded various departments of the company to submit their expenditure statements so that they can be verified before submission. Sent official emails to the departmental heads and initiated voice calls to the in-charge tax preparer.

Tax Preparer Resume
Wrong
Senior Tax Preparer

Jameson & Jameson

Rochelle Park, New Jersey

2020-Present

  • Interfaced with the regional tax authorities.
  • Implemented various taxable slabs.
  • Interviewed clients & computed tax owed.
  • Led a team of junior tax preparer and accountants.
Senior Tax Preparer & Auditor

Blue Light Inc.

Rochelle Park, New Jersey

2015-2020

  • Managed to calculate accurately and completely.
  • Oversaw the task of completing the business tax.
  • Partnered with public accountants, and third-party tax.
  • Assisted hiring managers in scanning and sorting the tax.
Intern Tax Preparer

Northern Lights

Rochelle Park, New Jersey

2011-2015

  • Assisted low-income families.
  • Resolved minor errors & interviewed clients.
  • Supported senior tax preparer in computing.
  • Reminded various departments of the company.

Key Skills in a Tax Preparer Resume

A professional resume is incomplete without key skills in it and a hiring manager would not endorse such a resumes. Enlisting skills is pretty easy and here's how you should do it. Read and investigate the examples of tax skills given below. Compare the mistakes and make sure to avoid them in your version of tax the preparer resume example.

Right
Key Tax Preparer Skills
  • Income tax preparation
  • Taxable income calculations
  • Preparing tax returns
  • Analyzing income statements
  • Tax forms evaluation
  • Tax form instructions
  • Investigate deductible expenses
  • Correct tax form completion
  • Tax software competency
  • Tax laws services
  • Tax tables compilation
Relevant Skills
  • Preparing financial statements
  • Business administration
  • Tax planning & data entry
  • Tax reports & documentation
  • Tax compliance
  • Determine forms needed
  • Excellent customer service
  • Appropriate adjustments
Soft Skills
  • Communication skills
  • Extensive knowledge
  • Problem-solving
  • Attention to detail
  • Responsible

Wrong
  • Key tax preparer skills
  • Income tax preparation
  • Taxable income calculations
  • Preparing tax returns
  • Analyzing income statements
  • Tax form evaluation
  • Tax form instructions
  • Investigate deductible expenses
  • Correct tax form completion
  • Tax software competency
  • Tax laws services
  • Tax tables compilation
  • Relevant Skills
  • Preparing financial statements
  • Business administration
  • Tax planning & data entry
  • Tax reports & documentation
  • Tax compliance
  • Determine forms needed
  • Excellent customer service
  • Appropriate adjustments
  • Soft Skills
  • Communication skills
  • In-depth knowledge
  • Problem-solving
  • Attention to detail
  • Responsible

Education Section in a Tax Preparer Resume

Tax Preparer Resume

Since a tax preparer deals with taxation and complex calculations the academic requirements automatically go higher than anticipated. Read and investigate the examples of the education section given below. Compare the mistakes and make sure to avoid them in your version of the tax preparer resume example.

Right
Master in Business Taxation

New Jersey Tax School

Rochelle Park, New Jersey

2008 – 2011

  • Coursework: Prepare tax returns, tax law handbooks, financial record, preparing financial documents, applicable tax information for small businesses, tax reports, tax forms, and computed taxes.
Bachelor in Business Taxation

New Jersey Tax School

Rochelle Park, New Jersey

2004 – 2008

  • Coursework: Prepare tax returns, identifying potential tax credits, tax law handbooks, complex tax returns, financial statements, financial record, data entry, tax preparation needs, computed tax, and local codes for small businesses.

Wrong
Master in Business Taxation

Bachelor in Business Taxation

New Jersey Tax School

Rochelle Park, New Jersey

2004 – 2011

  • Coursework: Prepare tax returns, financial record, preparing financial documents, applicable information for small businesses, tax reports, tax forms, computed tax owed, prepare tax returns, identifying tax credits, law handbooks, complex tax returns, financial statements, software, data entry, preparation needs, and local tax codes for small businesses.

Additional Info in a Tax Preparer Resume

Do you need a recession-proof tax preparer resume? A professional resume contains added information that would convince a hiring manager. The question is how will you do that in your own resume? Read and investigate the examples of additional details given below. Compare the mistakes and make sure to avoid them in your version of the tax preparer resume example.

Right
Language
  • English (Native)
  • Spanish (Conversational)
Certificate
  • Certified Tax Law & Tax Return Practitioner, 2011
  • Certified Complex Tax Returns Professional, 2012
Membership
  • Certified Tax Preparer Society, Active Member, 2014-Present
  • Income Tax Returns Association, Auditor, 2016-Present

Wrong
Language, Certificate, Membership
  • English (native), spanish (conversational), certified tax law & tax return practitioner, 2011, certified complex tax returns professional, 2012, certified tax preparer society, active member, 2014-present, and income tax returns association, auditor, 2016-present.

Tax Preparer Resume Template

We read the tax preparer resume example although you can use it as a template to write your own resume still we have managed to write an indigenous template for you. Here's the same.

(Name) (Job title)
(Address)
(Email)
(Mobile)

Resume Summary/Resume Objective

(Tax preparer key skills + current & previous job achievements + keywords from tax preparer job description + experience in years + soft skills + academic accomplishments)

Work Experience

(Current job title)

(Company)

(City, state)

(Year)

  • (Tax preparer key skills + current job achievements + keywords from tax preparer job description)
(Past job title)

(Company)

(City, state)

(Year)

  • (Tax preparer key skills + previous jobs achievements + keywords from tax preparer job description)
(Past job title)

(Company)

(City, state)

(Year)

  • (Tax preparer key skills + previous jobs achievements + keywords from tax preparer job description)

Key Skills

  • List tax preparer skills including hard, soft, technical, and related ones)

Education

(Degree)

(College/university)

(City, state)

(Year)

  • (Coursework)

Language

  • (Name + proficiency level)
  • (Name + proficiency level)
  • (Name + proficiency level)

Certificate

  • (Name + year)

Membership

  • (Name + membership + year)

Tax Preparer Resume FAQs

You have calculated form preparation fees, configured tax tables, investigated law handbooks, and analyzed financial statements. Additionally, all this reflected in your resume. It's a great deal. In short, you have accomplished the task of writing a tax preparer resume. Now let's address some FAQs before concluding our writing guide.

How to write a tax preparer resume objective?

A formula for writing a tax preparer resume objective is not different than the resume objective in a financial analyst. If you look closely a resume objective follows a formula. For instance, you must include skills, education, years of experience, past achievements, and other related details. This will make your objective statement appealing.

How to get past through an applicant tracking software?

The tracking programs sort resumes before a recruiter and they are designed to search keywords and action verbs in a resume. For instance, your tax preparer resume must have keywords like clients taxes, tax form instructions, deductible expenses, prepare tax returns, tax laws, correct tax form completion, calculated form preparation fees, tax tables, data entry, tax compliance, small businesses tax return, etc.

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