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Top 49 Tax Agent Skills

Below we've compiled a list of the most important skills for a Tax Agent. We ranked the top skills based on the percentage of Tax Agent resumes they appeared on. For example, 34.5% of Tax Agent resumes contained Income Tax Returns as a skill. Let's find out what skills a Tax Agent actually needs in order to be successful in the workplace.

These are the most important skills for a Tax Agent:

1. Income Tax Returns

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high Demand
Here's how Income Tax Returns is used in Tax Agent jobs:
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Prepare Personal, Corporate, Partnership and Estate Federal and State Income Tax Returns.
  • Job Duties: PREPARED INCOME TAX RETURNS, TAX ADVICE, CUSTOMER SERVICE/ ANSWERING PHONE CALLS, & DATA ENTRY

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2. Customer Service

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Here's how Customer Service is used in Tax Agent jobs:
  • Implemented new processes and systems for improving customer service satisfaction.
  • 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.
  • Recognized as #1 Customer Service Rep (out of 20 reps in division) in Fall 2004.
  • Receive and register payments Customer service
  • Multitasked with proprietary customer service software using up to 9 applications and two monitors.

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3. Ensure Compliance

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Here's how Ensure Compliance is used in Tax Agent jobs:
  • Reviewed tax account balances to ensure compliance with the state of Kansas.

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4. Financial Statements

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Here's how Financial Statements is used in Tax Agent jobs:
  • Perform payroll, monthly write-up, Financial Statements.

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5. Phone Calls

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Here's how Phone Calls is used in Tax Agent jobs:
  • Developed customer-service skills by interacting with clients during tax preparation as well as answering phone calls related to tax questions.
  • Received and processed incoming phone calls from customer or client base.
  • Handle phone calls from French speaker customers regarding Canadian taxes.

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6. Data Entry

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Here's how Data Entry is used in Tax Agent jobs:
  • Certified in preparing federal, state and local income tax data entry.
  • Freelance book keeping utilizing QuickBooks, check registry data entry.

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7. Small Business

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Here's how Small Business is used in Tax Agent jobs:
  • Assisted individual taxpayer to file tax return, provide taxpayer assistance with deadline extension and work with small business.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Prepared or assisted with simple and complex returns for individuals and small businesses.
  • Prepared tax returns for individuals and small businesses.
  • Prepared personal, small business, and ITIN tax returns Immigration applications Opening/closing facility Handled multiple incoming calls

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8. Tax Form Completion

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9. Computer System

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Here's how Computer System is used in Tax Agent jobs:
  • Instructed persons where and how to file and contain information on the computer system used at the department.
  • Entered data into a computer system for accurate accounting services.

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10. IRS

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Here's how IRS is used in Tax Agent jobs:
  • Identify information required to be routed to the Office of Tax Affairs and provide information as requested.
  • Prepare tax returns for each individual client and then submit finished returns to IRS for finalization.
  • Prepared tax returns from multiple clients throughout the 2012 - 2013 Tax season Proficiency with Tax Wise software issued by the IRS
  • Filed income, exemptions, and deductions to the IRS Amended returns; Informed customers of new laws and refund changes
  • Tax Professional Achievements: Maintained client retention of 150+ after first year of tax preparation.

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11. Personal Property

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Here's how Personal Property is used in Tax Agent jobs:
  • Processed and paid personal property tax bills on a daily basis under time pressure.
  • List property and calculate a value for the personal property tax sale.
  • Prepared and mailed out personal property tickets.
  • Review 920 Personal Property Returns.
  • Prepare and file personal property tax returns in a timely manner.

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12. Turbotax

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Here's how Turbotax is used in Tax Agent jobs:
  • Provided support for TurboTax customers throughout the United States, primarily over the phone, using computer based resources.
  • Started job by assisting TurboTax user's on how to enter information into the TurboTax program.
  • Resolved Tax Software issues via phone (Proseries, Lacerte, & TurboTax).

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13. Property Tax Payments

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Here's how Property Tax Payments is used in Tax Agent jobs:
  • Updated existing database with renewal of vehicle tags and property tax payments.

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14. Additional Information

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15. Tax Season

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Here's how Tax Season is used in Tax Agent jobs:
  • Full time co-op tax agent during 2009 tax season.

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16. Real Estate

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Here's how Real Estate is used in Tax Agent jobs:
  • Audit and Search records and other source documents; assists in annual real estate tax sale.
  • Assisted with a tax audit on site for a local Real Estate Property.
  • Collected payments on current or delinquent real estate and tangible taxes.

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17. Motor Vehicle

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Here's how Motor Vehicle is used in Tax Agent jobs:
  • Completed title and registration work for motor vehicles and vessels.

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18. Tax Bills

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Here's how Tax Bills is used in Tax Agent jobs:
  • Verified and administered payment of all property tax bills for CSX Transportation and subsidiary companies in the taxing jurisdictions assigned.
  • Compile and verify documents to pay large volumes of property tax bills from multiple states.
  • Reviewed HUD and ledger documents to authorize release of escrowed taxes to pay tax bills owed after close of mortgage loans.

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19. Tax Code Changes

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Here's how Tax Code Changes is used in Tax Agent jobs:
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.

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20. Tax Reports

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Here's how Tax Reports is used in Tax Agent jobs:
  • Collaborated closely with staff to ensure compliance for delinquent tax reports and balances.

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21. Intuit

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Here's how Intuit is used in Tax Agent jobs:
  • Answer federal and state income tax questions for anyone who calls Intuit for their free tax advice during tax season
  • Deployed by the Intuit Corporation in their expanded Ask a Tax Expert Program;

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22. Payroll Records

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Here's how Payroll Records is used in Tax Agent jobs:
  • Audit payroll records of employers to ensure the correct amount has been paid in unemployment insurance taxes and benefits to claimants.
  • Audit payroll records to ensure that employers are correctly reporting their employee's wages and paying taxes on those wages.

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23. Tax Form Instructions

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Here's how Tax Form Instructions is used in Tax Agent jobs:
  • Used tax form instructions and tables to complete tax forms.

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24. New Clients

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Here's how New Clients is used in Tax Agent jobs:
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

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25. UC

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Here's how UC is used in Tax Agent jobs:
  • Review financial records such as income statements and documentation of expenditures.
  • Composed affidavits constructing tax arguments and law/case citations for appeal hearings.
  • Conducted tax audits in tax delinquency programs Processed special projects as assigned
  • Described financial product to customers and accurately explained details.
  • Review original return to product updated return.
  • Provided information about products and services.
  • Recommend additional products and services.
  • Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
  • Work with clients towards filing all the necessary county paper work required for property tax reduction, exemptions and refunds.
  • Worked closely with Attorney General, State Treasurer, and bankruptcy department to conduct cross-functional taxation activities.
  • Reviewed financial records such as prior tax returns, income statements, expenditure documents and receipts.
  • Operated office equipment such as computers, calculators, copiers, adding machines and printers.
  • Assisted clients in financial planning to maximize financial benefits and reduce tax burdens.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Entered and kept track of fuel and mileage records for various trucks.
  • Conducted on-site audits at taxpayer's place of business.
  • Prepared tax forms such as federal and state.
  • Uncover potential deductions and credits.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Purchased and redeemed delinquent taxes at auction Processed needed documents for tax liens and foreclosure deeds

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26. Technical Support

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Here's how Technical Support is used in Tax Agent jobs:
  • Provided technical support and troubleshoot needs and concerns with customers.

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27. Detect Errors

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28. Tax Tables

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Here's how Tax Tables is used in Tax Agent jobs:
  • Computed taxes owed or overpaid, and completed entries on forms, following tax form instructions and tax tables.

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29. Appropriate Adjustments

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Here's how Appropriate Adjustments is used in Tax Agent jobs:
  • Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

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30. Quickbooks

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31. Sufficient Information

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Here's how Sufficient Information is used in Tax Agent jobs:
  • Furnished taxpayers with sufficient information and advice in order to ensure correct tax form completion.

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32. Outbound Calls

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Here's how Outbound Calls is used in Tax Agent jobs:
  • Initiate outbound calls to clients regarding the status of their refund.
  • Answered and managed inbound and outbound calls while recording messages and ensuring that they get responded to in a timely manner.

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33. Complete Entries

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34. Form Preparation Fees

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Here's how Form Preparation Fees is used in Tax Agent jobs:
  • Calculated form preparation fees according to return complexity.
  • Calculate and invoice for form preparation fees.
  • Calculated form preparation fees according to return complexity and processing time required.

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35. Customer Complaints

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Here's how Customer Complaints is used in Tax Agent jobs:
  • Guaranteed positive customer experiences and resolved all customer complaints.

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36. New Agents

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37. Powerpoint

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38. Data Input

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39. Suite

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Here's how Suite is used in Tax Agent jobs:
  • Used office suite software such as Outlook, Excel, Word and PowerPoint.

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40. Computer Hardware

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41. County Tax

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Here's how County Tax is used in Tax Agent jobs:
  • Prepared and processed simple federal, state and county tax forms for customers with appointments and walk -in.

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42. Maximum Benefit

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Here's how Maximum Benefit is used in Tax Agent jobs:
  • Help client figure maximum benefit under federal and states tax law.

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43. CPA

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44. Source Documents

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Here's how Source Documents is used in Tax Agent jobs:
  • Check source documents for accuracy.

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45. Birth Certificates

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46. Financial Situations

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47. Client Records

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Here's how Client Records is used in Tax Agent jobs:
  • Keep client records safe and locked away * Help build client profile * Prepare taxes * Typed client information into a folder

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48. Computer Software

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Here's how Computer Software is used in Tax Agent jobs:
  • Assisted business corporations with tax payments and processed payments using computer software
  • Utilized computer software to compute tax returns Maintained complete client confidentiality Appointment Scheduling Timely follow up and delivery of services

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49. Federal Taxes

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Here's how Federal Taxes is used in Tax Agent jobs:
  • Maintained financial records, prepared federal taxes, and forms for over 1000 clients.
  • Send state and federal taxes to IRS.

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Tax Agent Jobs

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20 Most Common Skills For A Tax Agent

Income Tax Returns

41.9%

Customer Service

8.0%

Ensure Compliance

7.3%

Financial Statements

6.2%

Phone Calls

4.3%

Data Entry

3.8%

Small Business

3.7%

Tax Form Completion

3.3%

Computer System

3.0%

IRS

2.9%

Personal Property

2.9%

Turbotax

1.8%

Property Tax Payments

1.6%

Additional Information

1.4%

Tax Season

1.4%

Real Estate

1.3%

Motor Vehicle

1.3%

Tax Bills

1.3%

Tax Code Changes

1.3%

Tax Reports

1.3%
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Typical Skill-Sets Required For A Tax Agent

Rank Skill
1 Income Tax Returns 34.5%
2 Customer Service 6.6%
3 Ensure Compliance 6.0%
4 Financial Statements 5.1%
5 Phone Calls 3.5%
6 Data Entry 3.1%
7 Small Business 3.0%
8 Tax Form Completion 2.8%
9 Computer System 2.5%
10 IRS 2.4%
11 Personal Property 2.4%
12 Turbotax 1.4%
13 Property Tax Payments 1.3%
14 Additional Information 1.2%
15 Tax Season 1.2%
16 Real Estate 1.0%
17 Motor Vehicle 1.0%
18 Tax Bills 1.0%
19 Tax Code Changes 1.0%
20 Tax Reports 1.0%
21 Intuit 0.9%
22 Payroll Records 0.9%
23 Tax Form Instructions 0.9%
24 New Clients 0.9%
25 UC 0.8%
26 Technical Support 0.8%
27 Detect Errors 0.8%
28 Tax Tables 0.8%
29 Appropriate Adjustments 0.7%
30 Quickbooks 0.7%
31 Sufficient Information 0.7%
32 Outbound Calls 0.7%
33 Complete Entries 0.7%
34 Form Preparation Fees 0.7%
35 Customer Complaints 0.7%
36 New Agents 0.7%
37 Powerpoint 0.5%
38 Data Input 0.5%
39 Suite 0.5%
40 Computer Hardware 0.5%
41 County Tax 0.5%
42 Maximum Benefit 0.4%
43 CPA 0.4%
44 Source Documents 0.4%
45 Birth Certificates 0.4%
46 Financial Situations 0.4%
47 Client Records 0.4%
48 Computer Software 0.4%
49 Federal Taxes 0.4%
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4,803 Tax Agent Jobs

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