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Tax associate resume examples from 2025

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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 associate 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: Start with your professional title, or the one you aspire to.

Step 2: Detail your years of experience in tax associate-related roles and your industry experience.

Step 3: What are your biggest professional wins? Here is your opportunity to highlight your strongest accomplishments by placing them at the start of your resume.

Step 4: Don't forget, your goal is to summarize your experience. Keep it short and sweet, so it's easy for recruiters to quickly understand why you're a great hire.

These tips will help you demonstrate why you are the perfect fit for the tax associate 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

Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:

  1. Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
  2. Put all relevant hard and soft skills in your skills section.
  3. Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
  4. Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
  5. Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
These five steps should give you a strong elevator pitch and land you some tax associate interviews.

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

  • Strong Customer Service
  • CPA
  • Tax Planning
  • Taxation
  • Tax Research
  • Local Tax Returns
  • Tax Compliance
  • Tax Regulations
  • Income Tax Returns
  • Tax Software
  • Real Estate
  • Excellent Client
  • IRS
  • Excellent Interpersonal
  • Phone Calls
  • Financial Statements
  • Payroll
  • Partnership Tax
  • GAAP
  • Tax Preparation
  • Due Diligence
  • Individual Tax Returns
  • Indirect Tax
  • Property Tax
  • CCH
  • Tax Returns
  • Tax Payments
  • Fixed Assets
  • Transfer Pricing
  • Journal Entries

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your work experience should be structured:

  1. With your most recent roles first, followed by earlier roles in reverse chronological order.
  2. Job title, along with company name and location on the left.
  3. Put the corresponding dates of employment on the left side.
  4. Keep only relevant jobs on your work experience.

How to write tax associate experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

  • Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
  • What were your responsibilities or goals?
  • How did you accomplish them?
  • Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are effective examples from tax associate resumes:

Work history example #1

Junior Accountant

GEORGIA STATE UNIV

  • Reviewed invoices for proper coding, sales and use taxes, attached purchase orders and did accruals during month end closing.
  • Managed all payroll process including filling monthly tax deposits, quarterly returns and year end reports.
  • Coordinated audit process with outside CPA firm, audit lead schedules, reports.
  • Monitored hotel revenues/ expenses and ensured the accurate recording as per GAAP established guidelines.
  • Reviewed and approved approximately sixty quarterly payroll reports.

Work history example #2

Audit Internship

CSX

  • Learned effective business communication, professionalism and time management.
  • Completed numerous Continuing Professional Education (CPE) courses alongside preparation for the CPA exam.
  • Specialized in Medicare/Medicaid reimbursement audits of Maryland hospitals, nursing homes and residential treatment centers for this national CPA firm.
  • Ensured engagements were in compliance with generally accepted accounting principles (GAAP) and generally accepted auditing standards (GAAS).
  • Contributed to the quarterly investor relations announcements through a review of market trends and financial performance with the President of Investor Communications

Work history example #3

Tax Associate

H&R Block

  • Prepared over 150 tax returns every tax season with 97% first time approval rate.
  • Reviewed tax computation for conformity with IRS regulations.
  • Helped clients with varying complexity of income tax returns to file properly abiding by the IRS guidelines and laws.
  • Represented clients with financial hardship to compromise with IRS.
  • Provided extensive off season services to clients including amended filings and IRS audit support.

Work history example #4

Tax Processor

Liberty Tax

  • Passed all tests required by Liberty Tax Services and acquired PTIN from IRS.
  • Assisted customers with income tax preparation, analyzing customer's documents too effectively and efficiently summit tax returns to IRS.
  • Assisted clients with federal and state issues, including tax return amendments, installment payments, and IRS errors.
  • Communicated effectively with IRS Agents, several bank staff members, as well as with owners of independently owned businesses.
  • Complied with Liberty Tax & IRS regulations (Intake Interview, Quality review, and Ethical Standards).

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

Employers are looking for a few things when looking at the Education section of your resume:
  • The highest degree you have achieved.
  • TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
  • TField of study
  • TAny honors, relevant coursework, achievements, or pertinent activities

Here are some examples of good education entries for resumes:

Bachelor's Degree in marketing

Fashion Institute of Technology, New York, NY

2013 - 2016

Master's Degree in accounting

DeVry University, Oakbrook Terrace, IL

2017 - 2018

Highlight your tax associate certifications on your resume

Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.

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 associate resume:

  1. Tax Certification
  2. International Accredited Business Accountant (IABA)
  3. Accredited Tax Preparer (ATP)

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