Free Resume Samples & Examples
TAX PREPARER
This Tax Preparer resume sample highlights skills in preparing individual and business tax returns, knowledge of tax laws and regulations, and proficiency in tax preparation software.
YOUR NAME
Tax Preparer
Professional Summary
Write a concise summary (3-4 sentences) highlighting your years of tax preparation experience, types of returns prepared (e.g., individual 1040s, small business, corporate), proficiency in tax software (e.g., Drake, ProSeries, TurboTax Pro), relevant credentials (e.g., EA, CPA, PTIN), and your commitment to accuracy and client service.
Work Experience
Tax Preparer
Liberty Tax Service (or similar)
- Prepared individual (Form 1040) and small business (Schedule C, Form 1120S) tax returns using Drake Tax Software.
- Conducted client interviews to gather necessary financial information and documentation.
- Researched complex tax issues and ensured accurate application of tax laws and credits.
- Provided excellent customer service, explaining tax information clearly to clients and addressing their questions.
Volunteer Tax Preparer (VITA Program)
Community Action Agency
- Volunteered with the VITA (Volunteer Income Tax Assistance) program, preparing federal and state tax returns for eligible taxpayers.
- Utilized TaxSlayer Pro software to accurately complete returns.
- Ensured clients received all eligible tax credits and deductions.
- Gained valuable experience in client communication and tax law application.
Education
Bachelor of Science in Accounting (or relevant coursework/experience)
Temple University
Annual Filing Season Program (AFSP) Record of Completion (if applicable)
IRS
Skills
Individual Tax Preparation (Form 1040), Small Business Tax Preparation (Schedule C, 1120, 1065), Federal & State Tax Law Knowledge, Tax Preparation Software (Drake, ProSeries, Lacerte, TurboTax Pro, TaxSlayer), Tax Research & Interpretation, Client Interviewing & Communication, Data Entry & Accuracy, Attention to Detail, Ethical Conduct in Tax Practice, PTIN Holder / EA (Enrolled Agent) / CPA (if applicable)
References available upon request.
Clearly state your PTIN and any professional credentials (EA, CPA, AFSP).
Highlight your experience with specific types of tax returns and tax software.
Emphasize your accuracy and knowledge of current tax laws.
Quantify your volume of returns prepared or client satisfaction if possible.
Your Tax Preparer cover letter should showcase your attention to detail, your understanding of tax regulations, and your commitment to providing accurate and helpful service to clients. Mention your proficiency in specific tax software if it aligns with the employer's needs.
Be prepared for questions about your knowledge of recent tax law changes, how you handle complex tax situations or client questions, your experience with different tax forms, and your process for ensuring accuracy. You might be given hypothetical tax scenarios to solve.