Tax Preparer Resume

Tax preparers are the professionals who are employed in a variety of work settings such as accounting firms, law firms, franchise tax businesses, and many more. They are responsible for calculating, filing and signing business or individual tax returns annually. Common duties listed in a tax preparer resume include handling client's taxation issues, interviewing clients and analyzing financial liabilities, ensuring compliance with tax laws, advising clients on tax-related matters, developing professional relationships, maintaining confidentiality of client's information, tax return data, and resolving tax issues. It also highlights mathematical and analytical skills, communication and team-working skills, computer proficiency as well as relevant work experience in the field. Aspiring candidates must have a bachelor's degree in accounting or finance. Use the tax preparer resume sample given below.

For cover letter help, see our Tax Preparer Cover Letter

Tax Preparer Resume Sample

Stephannie M. Ransom
4070 Green Avenue
San Francisco, CA, 94107
Phone No: 607-585-3467
Email: stephannieransom@anymail.com

Professional Summary:

Highly-professional and qualified Tax Preparer with a bachelor's degree in accounting and more than 5 years of experience in preparing and filing of tax returns as well as advising clients on tax issues. Possess strong ability to analyze and solve problems, communicate with different types of clients, and management. Posses strong knowledge of tax codes and technical aspects of tax preparations and compliance.

Summary of Skills:

Solid accounting and tax preparation background and knowledge of tax corporate and general tax laws
Experience in preparing both individual and business tax returns
Proficient in QuickBooks, MS Word, Excel and Outlook
Ability to work in fast-paced and dynamic environment
Effective written and verbal communication and interpersonal skills
Superior problem-solving abilities as well as good decision-making skills
Good office management skills such as filing, typing and sorting data as well as strong analytical, and deductive reasoning skills
Ability to provide exceptional client service and exhibit a sense of urgency to complete work in a timely and accurate manner
Strong organizational skills with ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines

Work Experience:

Tax Preparer
Anderson Group, San Francisco, CA
January 2016 – Present

Preparing and filing simple and complex tax returns, company's year-end closing as well as filing annual tax reports
Ensuring clients comply with federal and state tax laws
Interviewing clients to get an exact picture of the financial situation
Responding to internal revenue service, state and local government notices, and document requests
Utilizing information provided by clients to prepare individual tax returns and inputting them into tax preparation software
Assisting in providing exceptional client-services to establish and maintain strong working relationships with clients and increase retention by solving their taxation issues in a timely and efficient manner
Following all company procedures regarding information handling to ensure client confidentiality
Preparing tax returns in compliance with firm's policies and adhering to the firm's written tax practice standards as well as 1040 procedure manual
Staying and maintaining up-to-date knowledge of latest tax laws, regulations and changes as well as researching tax questions.

Tax Preparer
Cloud Inc., San Francisco, CA
September 2014 - December 2015

Prepared and field business and individual tax returns in time
Assisted in preparing W-2 and 1099 payroll tax returns as well as reviewed 1040, 1120, 1120S, 1065, and 941 tax returns
Completed tax forms in accordance with company's policies as well as in compliance with IRS regulations
Consulted tax law handbooks or bulletins to determine procedure for preparation of atypical tax returns
Prepared tax planning and projections for estimated tax liability
Reviewed financial status and provided feedback to clients
Researched tax questions as needed as well as stayed on top of new tax laws and changes

Tax Preparer Assistant
Aureus Group, San Francisco, CA
January 2013 - August 2014

Assisted with gathering, entering and maintaining all data for tax returns in databases and tax programs accurately
Set up tax preparation appointments as well as answered all tax-related questions through incoming calls and mails from clients
Assisted in uncovering potential deductions and credits as well as ensuring clients didn't pay extra taxes
Participated in cross-audits and checking of tax returns prepared by other team members
Assisted with accounting and bookkeeping processes from journal entries to financial statements
Assisted in researching complex tax issues and questions to provide accurate information to the clients
Performed administrative tasks including billing, updating emails, and clients' personal information, and assisted with various office duties as well

Education:

Bachelor's Degree in Accounting
San Francisco State University, San Francisco, CA
2011

Certifications:

Certified Public Accountant
2012

Reference:

On request.

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