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Tax assistant resume examples from 2026

Zippi

Land interviews using Zippia's AI-powered resume builder.

Updated March 26, 2025
6 min read
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How to write a tax assistant resume

Craft a resume summary statement

A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in tax assistant-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the tax assistant position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Your Skills section is a place to list all relevant skills and abilities. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
  2. Include as many relevant hard skills and soft skills as possible from the listing.
  3. Use the most up to date and accurate terms. Don't forget to be specific.
These five steps should give you a strong elevator pitch and land you some tax assistant interviews.

Here are example skills to include in your “Area of Expertise” on a tax assistant resume:

  • Individual Tax Returns
  • Low-Income Families
  • Income Tax Returns
  • IRS
  • PowerPoint
  • Financial Statements
  • Low-Income Clients
  • Tax Forms
  • W-2
  • Tax Return Preparation
  • Tax Season
  • Quality Review
  • Tax Laws
  • Volunteer Income
  • CPA
  • Tax Payments
  • QuickBooks
  • Income Tax Assistance
  • Scheduling Appointments
  • Tax Issues
  • Taxable Income
  • Revenue Service
  • Taxation
  • Tax Assistance
  • Tax Filings
  • Local Community
  • Tax Refunds
  • Journal Entries
  • Tax Code
  • Tax Software

Zippia’s AI can customize your resume for you.

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How to structure your work experience

A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.

  1. Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
  2. Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.

How to write tax assistant experience bullet points

Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

Here are examples from great tax assistant resumes:

Work history example #1

Tax Assistant

Jackson Hewitt

  • Obtained and maintained a PTIN and any other professional licensing requirements from the IRS and the state.
  • Completed IRS continuing education courses for tax professionals and received valid 2017 PTIN.
  • Registered with CTEC and PTIN with the IRS.
  • Prepared tax returns and entered customer data to include W-2 data from employers for proper transmission to the IRS.
  • Conferred and assisted CPA departmentally.

Work history example #2

Tax Internship

Circuit City

  • Composed a procedure manual for bi-weekly payroll tax reconciliation.
  • Recorded and maintained taxation data in ProSystem FX Tax and CCH Research Program.
  • Entered and kept track of fuel and mileage records for various trucks.
  • Assisted in negotiations with the IRS and provided clients with the most favorable outcomes based on their individual financial situations.
  • Researched IRS and state websites for beneficial tax credits and changes to law to provide maximum financial benefits to clients.

Work history example #3

Tax Assistant

H&R Block

  • Worked in customer service attempting to increase the number of clients.
  • Ranked first in office for Peace of Mind tax return guarantee and Rapid Refund sales/take-rate; achieved 98% client retention.
  • Transported the client and W-2 information into H&R Block's proprietary tax program.
  • Advised clients on letters received from the IRS and state tax authorities.
  • Assisted customers with IRS correspondence/notices.

Work history example #4

Tax Internship

Ernst & Young

  • Initialized and completed the first round of the entire Tax Provision for all subsidiaries of an insurance company
  • Prepared the monthly and annual tax returns of clients (e.g., payroll, sales, and income tax).
  • Prepared tax technical memorandum regarding tax positions taken and analysis of the sustainability of the positions.
  • Prepared and reviewed federal/states returns/K-1s for partnership and offshore blockers, familiar with master-feeder, side-by-side, offshore blocker fund structures.
  • Specialized in servicing of mutual funds, hedge funds, and private equity 2004-2009 investments for both domestic and international clients.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Bachelor's Degree in economics

University of Utah, Salt Lake City, UT

2013 - 2016

Master's Degree in accounting

University of Central Florida, Orlando, FL

2018 - 2019

Highlight your tax assistant certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

If you have any of these certifications, be sure to include them on your tax assistant resume:

  1. Medical Assistant
  2. Certified Nurse Assistant (CNA)
  3. International Accredited Business Accountant (IABA)
  4. Tax Certification
  5. Oracle Enterprise Taxation Management 2 Essentials
  6. Certified Professional, Life and Health Insurance Program (CPLHI)
  7. Certified Medical Administrative Assistant (CMAA)

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