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Tax agent skills for your resume and career

Updated January 8, 2025

2 min read

Quoted expert

Andrew Brajcich

Below we've compiled a list of the most critical tax agent skills. We ranked the top skills for tax agents based on the percentage of resumes they appeared on. For example, 15.5% of tax agent resumes contained customer service as a skill. Continue reading to find out what skills a tax agent needs to be successful in the workplace.

15 tax agent skills for your resume and career

1. 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 agents use customer service:

Received several customer service awards based on customer feedback.
Worked as a pay agent, collected tax and utility payments and provided excellent telecommunication and customer service skills.

2. Tax Returns

Here's how tax agents use tax returns:

Implemented personal and corporate income tax preparation knowledge emphasizing 1120 & 1065 tax returns, depreciation methods, retirement plan assessments.
Reviewed selected tax returns in order to determine the nature and extent of audits to be performed on them.

3. State Tax Laws

Here's how tax agents use state tax laws:

Explained state tax laws regarding unemployment compensation to employers.

4. Property Tax Payments

Here's how tax agents use property tax payments:

Updated existing database with renewal of vehicle tags and property tax payments.
Processed and updated property tax payments received by mail and walk-in.

5. Tax Audits

Here's how tax agents use tax audits:

Conducted tax audits in tax delinquency programs Processed special projects as assigned
Collected financial information and worked in coordination with Treasury Department tax audits.

6. CPA

Here's how tax agents use cpa:

Completed education requirements for CPA license.
Conferred and assisted CPA departmentally.

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7. Computer System

Here's how tax agents use computer system:

Entered data into a computer system for accurate accounting services.
Provided technical assistance and support for incoming issues related to computer systems and hardware to guarantee the operational continuity.

8. Inbound Calls

Here's how tax agents use inbound calls:

Receive inbound calls from clients and make appropriate transfers.
Responded to inbound calls from financial advisors and clients.

9. Customer Inquiries

Here's how tax agents use customer inquiries:

Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
Utilized interpersonal communication skills to successfully resolve customer inquiries via telephone.

10. Tax Reports

Here's how tax agents use tax reports:

Provided support in Government tax reporting and collections for Pennsylvania's unemployment compensation program.
Displayed tax reporting knowledge, via phone and internet, to extension branches as well as clients.

11. Taxation

Here's how tax agents use taxation:

Worked closely with Attorney General, State Treasurer, and bankruptcy department to conduct cross-functional taxation activities.
Assisted and supported tax consultants and professionals in handling taxation matters* Proofed, organized and filed important tax documents* Provided Secretarial assistance

12. Motor Vehicle

A motor vehicle is a mode of transportation such as a car, truck or bus.

Here's how tax agents use motor vehicle:

Completed title and registration work for motor vehicles and vessels.

13. 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 agents use irs:

Filed income, exemptions, and deductions to the IRS Amended returns; Informed customers of new laws and refund changes
Conduct confidential interviews with individuals/couples using current IRS and state laws and manually or electronically file returns through proprietary software.

14. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how tax agents use outbound calls:

Answered and managed inbound and outbound calls while recording messages and ensuring that they get responded to in a timely manner.
Initiate outbound calls to clients regarding the status of their refund.

15. 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 tax agents use financial statements:

Collected and organized supporting documentation for internal audits, preparing financial statements, and personal income tax reporting.
Reconciled all business and personal bank accounts before assigned deadlines using QuickBooks with given financial statements.

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What skills help Tax Agents find jobs?

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

Andrew Brajcich

Jud Regis Endowed Chair, Graduate Accounting Director, Professor of Accounting, Gonzaga University

Ask yourself, “What can I do to make the job of the person above me easier.” That should be your guiding light. If you approach every workday with that, you’ll soon find yourself on better clients, working with better teams, and moving up in the organization.

Do you want to know more?

List of tax agent skills to add to your resume

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

Customer Service
Tax Returns
State Tax Laws
Property Tax Payments
Tax Audits
CPA
Computer System
Inbound Calls
Customer Inquiries

Tax Reports
Taxation
Motor Vehicle
IRS
Outbound Calls
Financial Statements
Real Estate
Tax Season
Income Tax Preparation

Income Statement
Detect Errors
Sales Tax
Withholding Tax
Customer Complaints
Financial Reports
PowerPoint

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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