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Income tax expert skills for your resume and career

Updated January 8, 2025

1 min read

Below we've compiled a list of the most critical income tax expert skills. We ranked the top skills for income tax experts based on the percentage of resumes they appeared on. For example, 10.2% of income tax expert resumes contained financial statements as a skill. Continue reading to find out what skills an income tax expert needs to be successful in the workplace.

15 income tax expert skills for your resume and career

1. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how income tax experts use financial statements:

Prepared and filed financial statements such as balancesheets and income statements.
Analyzed financial statements and accounting records of large, international manufacturing companies to ensure compliance and minimize taxes.

2. Tax Software

Here's how income tax experts use tax software:

Completed clients' Federal income tax returns using Turbo Tax software, ensuring both state and federal regulations were executed accordingly.
Help people with their taxes within TurboTax software.

3. Tax Returns

Here's how income tax experts use tax returns:

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
Resolved customers tax questions that required me to be able to explain and use TurboTax products to review tax returns.

4. Tax Season

Here's how income tax experts use tax season:

Handled over 700 calls during tax season; meeting most performance goals set by team manager.
Achieved and performed tasks completely and accurately every tax season.

5. Turbo

Here's how income tax experts use turbo:

Provide high quality customer service to users of Turbo Tax, via phone and chat.
Worked with their Ask A Tax Expert service for Turbo Tax customers.

6. Income Tax Returns

Here's how income tax experts use income tax returns:

Prepared work papers for Federal income tax return (Form 1120).
Prepared income tax return for seniors and tax payers.

7. IRS

IRS stands for internal revenue services. It helps many compliant taxpayers become conversant with the law regarding taxes; it ensures the minority who refuse to comply with paying taxes pay the required amount.

Here's how income tax experts use irs:

Conduct confidential interviews with individuals/couples using current IRS and state laws and manually or electronically file returns through proprietary software.
Prepare and electronically file accurate and timely individual tax returns based on IRS regulations and company policies.

8. Tax Laws

Here's how income tax experts use tax laws:

Applied substantive Federal and Maryland tax laws and procedures for clients.
Completed comprehensive training on federal income tax laws and regulations pertaining to expats.

9. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how income tax experts use customer service:

Handled inbound customer service calls with questions or concerns.
Provide point of entry customer service.

10. Reconciliations

Here's how income tax experts use reconciliations:

Prepared payroll entries for clients, W-2 reports, and worked with Bank reconciliations.
Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.

11. Tax Preparation

Here's how income tax experts use tax preparation:

Provide online and phone tax preparation support services to customers
Performed seasonal tax preparation by interviewing clients and collecting information to prepare federal and state tax returns.

12. Customer Inquiries

Here's how income tax experts use customer inquiries:

Provided accurate and appropriate information in response to customer inquiries.
Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.

13. Sales Tax

Here's how income tax experts use sales tax:

Worked with a highly reputable corporation securing over 10,000 sales tax certificates meeting the auditing requirements for a newly purchased corporation.
Conducted sales tax research and managed audits to proactively minimize assessments and negotiated settlements for area of dispute.

14. Test Cases

Here's how income tax experts use test cases:

Created and executed JUnit test cases for implemented classes.

15. Tax Services

Here's how income tax experts use tax services:

Achieved quality systems in a professional tax service management.
Conducted multiple tax engagements to deliver quality tax services for clients.

What skills help Income Tax Experts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

List of income tax expert skills to add to your resume

The most important skills for an income tax expert resume and required skills for an income tax expert to have include:

Financial Statements
Tax Software
Tax Returns
Tax Season
Turbo
Income Tax Returns

IRS
Tax Laws
Customer Service
Reconciliations
Tax Preparation
Customer Inquiries

Sales Tax
Test Cases
Tax Services
State Income Taxes
Taxation

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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