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Tax advisor skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

Joseph Dulin,

Lindsay Andiola Ph.D.

Below we've compiled a list of the most critical tax advisor skills. We ranked the top skills for tax advisors based on the percentage of resumes they appeared on. For example, 7.7% of tax advisor resumes contained local tax returns as a skill. Continue reading to find out what skills a tax advisor needs to be successful in the workplace.

15 tax advisor skills for your resume and career

1. Local Tax Returns

Here's how tax advisors use local tax returns:

Prepared over 250 annual federal, state and local tax returns for individuals, small businesses and farmers each tax season.
Prepared federal, state and local tax returns and tax information letters for individual clients and Arthur Andersen associates.

2. Reconciliations

Here's how tax advisors use reconciliations:

Performed monthly bank statement reconciliations and created monthly financial statements.
Prepare monthly reconciliations of general ledger accounts.

3. 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 tax advisors use customer service:

Provide seasonal customer service and support by accurately processing hundreds of individual tax returns annually.
Improved customer satisfaction of Intuit tax products by providing excellent customer service

4. 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 tax advisors use irs:

Assisted customers with IRS correspondence/notices.
Provide audit service to any client who may receive IRS letter and if needed Amend current or previous year tax return.

5. Income Statement

Here's how tax advisors use income statement:

Prepared W2 and W3 wage and income statements along with 1096 and 1099MISC income statements for accounting clients.
Reviewed financial records such as prior tax returns, income statements and receipts.

6. Individual Tax Returns

Here's how tax advisors use individual tax returns:

Prepared individual tax returns for elderly high income individuals.
Prepared complete and accurate individual tax returns.

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7. Treasury

Here's how tax advisors use treasury:

Performed research regarding CFC rules and Treasury Regulations among others.
Participate in various tax investigations with the Treasury Department.

8. Taxation

Here's how tax advisors use taxation:

Assist clientele with issues concerning the Internal Revenue Service and other Departments of Taxation, towards a satisfactory result.
Complied with taxation requirements by preparing and filing tax documents; complied with tax regulations; maintained tax records.

9. Tax Returns

Here's how tax advisors use tax returns:

Qualified tax professional in preparation of individual and business tax returns applying tax theory and regulations.
Worked directly with clients compiling all income documentation and other information related to tax returns.

10. Client Retention

Here's how tax advisors use client retention:

Helped coordinate dozens of recruitment events that contributed to consistently high client retention levels.
Major focus on client retention and confidentiality * Seasonal employment

11. Income Tax Returns

Here's how tax advisors use income tax returns:

Analyzed, interpreted, and evaluated individual and business income tax returns and correctly formulated solutions.
Render complete federal and state income tax return preparation for individuals using proprietary software.

12. Tax Research

Here's how tax advisors use tax research:

Tax research Communication skills Computer skills Working paper documentation
Lead tax position charged with all tax research, planning, and statutory/GAAP tax accounting.

13. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how tax advisors use real estate:

Prepared tax filings for Real Estate Mortgage Investment Conduits Prepared financial reports for Real Estate Mortgage Investment Conduits
Contributed to 500% annual growth of start-up by collaborating with manufacturers and real estate developers and instituting tax configuration processes.

14. Tax Strategies

Here's how tax advisors use tax strategies:

Developed comprehensive tax strategies to achieve client objectives.
Create tax strategies to assist clients in meeting their needs while upholding necessary laws.

15. Business Tax Returns

Here's how tax advisors use business tax returns:

Completed individual and business tax returns for customers.
Prepared individual and business tax returns with 100% accuracy.

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What skills help Tax Advisors find jobs?

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

What tax advisor skills would you recommend for someone trying to advance their career?

Joseph Dulin

Instructor of Accounting, University of Oklahoma

I think that a gap year is great if you have the financial means. We have had some students do this. One hiked the Appalachian Trail and another the California trail. Some interview and find good jobs in accounting when they are done exploring. Some leave accounting by leveraging the degree into other careers such as teaching. Another decided to use his financial skills to serve his ministry. The thing about an accounting education is that it does not lose its value over time as the achievement of an accounting degree says a lot about a person's ability and potential. If you can through an accounting program, especially a top competitive program such as the one we have at OU, you are very talented and will be in demand. A year away. Not really a big deal.

What type of skills will young tax advisors need?

Lindsay Andiola Ph.D.

Assistant Professor, Virginia Commonwealth University

The accounting field has been rapidly evolving over the last 5 years. The pandemic really hasn't changed anything about the skills needed of these graduates. Most importantly, accounting graduates entering the workforce need to have not only the technical knowledge of accounting but also the ability to communicate well (both written and verbally). They need to have analytical and critical thinking skills, and comfort and willingness to use technology. The accounting field is changing, and in my opinion, accounting students have an amazing opportunity to be part of that change and innovate the profession. Companies and firms looking to hire accounting graduates are looking for those who are interested in driving change in the profession.

What soft skills should all tax advisors possess?

Jaclyn Barkow

Clinical Assistant Professor of Accounting, Indiana University Northwest

The most valuable soft skill is communication. Being able to communicate effectively with colleagues, superiors, and clients. Communication comes in the form of written and oral. Effective communication also entails knowing when to listen, when to respond, and asking questions. Young accountants will also not know everything upon entering the workplace; asking questions is important for the learning process.

Do you want to know more?

List of tax advisor skills to add to your resume

The most important skills for a tax advisor resume and required skills for a tax advisor to have include:

Local Tax Returns
Reconciliations
Customer Service
IRS
Income Statement
Individual Tax Returns
Treasury
Taxation
Tax Returns
Client Retention
Income Tax Returns
Tax Research
Real Estate
Tax Strategies
Business Tax Returns
Tax Season
Tax Knowledge

Financial Statements
Transfer Pricing
Indirect Tax
Advise Clients
Tax Liability
QuickBooks
Tax Professionals
Detect Errors
Financial Products
Tax Legislation
Withholding Tax
Tax Issues
Tax Laws
Tax Expertise
Turbo
Tax Tables
Bank Deposits

Bank Products
Partnership Tax
Business Clients
Revenue Service
Tax Software
Deductible Expenses
Tax Advice
Financial Advice
State Tax Returns
Corporate Tax Returns
R Block
Federal Tax Returns
Tax Return Forms
Tax Classes
Proseries

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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