Tax Preparer Resume Sample

Updated on: April 11, 2019

A tax preparer is an individual who is hired by companies to handle their income, expenditure and other tax preparation activities.

They are required to identify potential tax credits and liabilities and ensure that accurate returns are prepared and filed in a time-efficient manner.

 

 

While some companies may hire tax preparers on an as and when needed basis, they are usually a permanent fixture in large scale companies.

There really is no reason to fear the Tax Preparer resume building process, especially since you have the following sample to help you:

 

 

See also: Tax Preparer Cover Letter

 

Tax Preparer Resume Example

 

Trisha Blake
904 Arizona Road, Salina, AR 66734
(000) 999-9999
[Email]


TAX PREPARER

SUMMARY
Methodical and self-motivated Tax Preparer with extensive experience in handling individual and corporate tax matters. Deeply familiar with obtaining information to determine tax liabilities. Exceptional ability to manage tax discrepancies and issues, prepare income tax returns for clients, computer owed taxes, and complete entries on forms, ensuring that instructions are properly followed.

CORE COMPETENCIES
• Client Liaison
• Error Detection
• Training
• Tax Evaluation
• Tax Computation
• Forms Preparation
• Tax Planning Tips
• Data Entry
• Consultancy
• Client Education
• Tax Filing
• Plans Development
KEY ACHIEVEMENTS
  • Introduced a novel tax calculation system, which was 50% more efficient than the one already in use.
  • Trained 80 new entrants in handling tax matters as part of their induction program.
  • Successfully filed all taxes owed in an accurate and timely manner, between the years 2011 and 2018.
  • Implemented a core detection system, which determined errors in tax forms in a dynamic way, and provided immediate alerts.
PROFESSIONAL EXPERIENCE

Tax Preparer
ADP, Salina, AR | 2013-Present

  • Engage clients in conversation to determine their tax return needs, and to obtain correlating information.
  • Use appropriate adjustments, deductions, and credits to ensure that clients’ taxes are kept to a minimum.
  • Prepare simple and complex tax returns in an accurate manner, and ensure that they are filed in a timely manner.
  • Provide taxpayers with solid information and advice aiming to ensure that they fill out forms in a correct manner.
  • Calculate form preparation fees in accordance with complexity, and required processing time.
  • Respond to clients’ inquiries regarding tax matters, aiming to provide them with correct information.
  • Review the company’s financial records, including income statements, and expenditure documents, to determine tax return information.
  • Explain rules, regulations, and procedures of tax returns to company management, to ensure that they understand the complexity of it.

Tax Assistant
Tudor, Salina, AR    2008-2013

  • Provided support in filling out tax forms for each client or company, by following set instructions.
  • Assisted in handling calculation of taxes, based on federal and state procedures and protocols.
  • Computed taxes that were overdue or overpaid, by using technology such as personal computers and adding machines.
  • Used appropriate adjustments and deductions to keep clients’ taxes as low as possible.
  • Maintained records of all paid taxes, ensuring that they were updated on an annual basis.

EDUCATION
Bachelor’s Degree in Accounting

Arkansas Business School, Salina, AR

 

Additional Resources

Leave a Reply

Your email address will not be published. Required fields are marked *