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Tax assistant skills for your resume and career

Updated January 8, 2025

2 min read

Quoted expert

Kenton Klaus

Below we've compiled a list of the most critical tax assistant skills. We ranked the top skills for tax assistants based on the percentage of resumes they appeared on. For example, 26.7% of tax assistant resumes contained individual tax returns as a skill. Continue reading to find out what skills a tax assistant needs to be successful in the workplace.

15 tax assistant skills for your resume and career

1. Individual Tax Returns

Here's how tax assistants use individual tax returns:

Certified in Advanced Tax Preparation of individual tax returns that contain complex transactions above an intermediate level.
Completed IRS certification for basic tax return preparation -Prepared individual tax returns for students and local residents

2. Low-Income Families

Here's how tax assistants use low-income families:

Helped low-income families in Fullerton and international students with their tax returns
Prepared and filed individual returns for low-income families.

3. Income Tax Returns

Here's how tax assistants use income tax returns:

Prepared personal income tax returns for low-income individuals and participated in community service activities including personal budget seminars and financial literacy program
Prepared U.S. federal and state individual income tax returns and tax balancing calculations for expatriate employees of large multinational corporations.

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 assistants use irs:

Provided a welcoming and knowledgeable service and recognized as outstanding public service contributor by IRS
Completed IRS tax-preparation training and prepared and electronically filed income taxes for individuals.

5. PowerPoint

Here's how tax assistants use powerpoint:

Demonstrated skills in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and QuickBooks.
Experience with Microsoft office including: Word, Excel, PowerPoint, and Access.

6. 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 assistants use financial statements:

Collected and organized supporting documentation for internal audits, preparing financial statements, and personal income tax reporting.
Balanced daily ledger as well as assisted in preparing financial statements for upper management.

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7. Low-Income Clients

Here's how tax assistants use low-income clients:

Worked with State Board of Equalization and PACE to assist low-income clients prepare their federal and state tax returns
Worked with low-income clients in preparing and processing their income tax returns for the fiscal year.

8. Tax Forms

Here's how tax assistants use tax forms:

Assisted low-income individuals in preparation of federal and state personal income tax forms
Prepared information and documentation for basic income tax forms for the community

9. W-2

A W-2 form is also known as the Wage and Tax Statement. An employer is required to send this document to each employee and the IRS (Internal Revenue Service) yearly. A W-2 details the employee's annual wages and the taxes deducted from their paychecks. This does not include self-employed or contracted workers, who file taxes with separate forms.

Here's how tax assistants use w-2:

Perform several clerical and secretarial duties such as entering W-2 forms, print or copy documents answer telephone, make appointments.
Evaluated families' W-2 forms and identified an average of $200 in tax services and refund savings per family.

10. Tax Return Preparation

Here's how tax assistants use tax return preparation:

Provided basic and advanced tax return preparation for low-income taxpayers, while maintaining confidentiality of client information.
Provided free income tax return preparation to local low-income households, persons with disabilities and elderly taxpayers

11. Tax Season

Here's how tax assistants use tax season:

Provided income tax preparation to low income individuals during tax season
Volunteered on average 10-15 hours per week during tax season to prepare tax returns for active duty and retired military members.

12. Quality Review

Here's how tax assistants use quality review:

Preformed quality review of tax return and generate daily reports summarizing the activity.
Prepare tax returns with quality review intake information for taxpayers while maintaining confidentiality.

13. Tax Laws

Here's how tax assistants use tax laws:

Explained related tax laws and translated information to make everything understandable.
Assisted in preparation of tax products of a sensitive/complex nature to ensure compliance with tax laws and reporting requirements.

14. Volunteer Income

Here's how tax assistants use volunteer income:

Prepared tax returns and communicated with local citizens through Volunteer Income Tax Assistance
State and federal tax preparation for individuals and families were among my duties as a Volunteer Income Tax Assistant.

15. CPA

Here's how tax assistants use cpa:

Worked with Licensed CPA to help enter Client Information in Lacerate Program and assisted in preparation of Tax Returns.
Offered orientation to CPA s and college students to complete their continue education credits and increase potential candidates.

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What skills help Tax Assistants find jobs?

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

Kenton Klaus

Director, Master of Science in Taxation, Website

Taxation is a very broad discipline, so it's important for a new tax professional to understand all the opportunities available for them to use their graduate degree. In some cases, graduate students have already been in the workforce, and have specific plans to return to a certain area of practice. However, many students have not explored the available opportunities to see which line up best with their interests and skills. I encourage graduate students to explore the market before they graduate, reach out to alumni who work in different areas of the tax profession, and speak with the professors for the courses that most interested them.

Do you want to know more?

List of tax assistant skills to add to your resume

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

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
Tax Returns
Income Statement
W2
Tax Professionals
Indirect Tax
State Tax Returns
Federal Tax Returns
Tax Clients
Income Tax Preparation
Deductible Expenses

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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