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Tax preparation assistant skills for your resume and career

Updated January 8, 2025

3 min read

Below we've compiled a list of the most critical tax preparation assistant skills. We ranked the top skills for tax preparation assistants based on the percentage of resumes they appeared on. For example, 26.1% of tax preparation assistant resumes contained individual tax returns as a skill. Continue reading to find out what skills a tax preparation assistant needs to be successful in the workplace.

15 tax preparation assistant skills for your resume and career

1. Individual Tax Returns

Here's how tax preparation assistants use individual tax returns:

Interviewed clients to obtain additional information on taxable income and prepared all individual tax returns.
Prepare individual tax returns electronically with the use of an accounting software, resolve issues such as identity theft, amendments.

2. Income Statement

Here's how tax preparation assistants use income statement:

Review financial records, such as prior tax return forms, income statements and other documentation of expenditures.
Reviewed financial records, such as income statements, expenditures to determine forms needed to prepare returns.

3. 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 preparation assistants use w-2:

Transported the client and W-2 information into H&R Block's proprietary tax program.
Begin tax returns by entering clients W-2 and other required documents into the tax program.

4. Trial Preparation

Trial preparation is the practice of gathering sufficient raw material for a court case. This preparation is done to make the bases of a case stronger by bringing the facts to light in a way that will give the concerned law bodies a better comprehension of the entire scenario. The method for preparing for a case may differ depending upon its nature.

Here's how tax preparation assistants use trial preparation:

Created first operational procedures manual for Trial Preparation Assistants.
Participated in interviews for prospective trial preparation assistants.

5. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how tax preparation assistants use scheduling appointments:

Assist clients with drop off tax returns, scheduling appointments, and answering telephone.
Fort Dodge, IAGuest Service Responsible for scheduling appointments Assist in the preparations of flyers Data Entry

6. 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 preparation assistants use irs:

Received IRS VITA Outstanding Performance Certificate because of outstanding performance.
Completed advanced level IRS certification for income tax preparation.

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7. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how tax preparation assistants use payroll:

Assisted clients with accounting affairs such as individual and corporation taxation and payroll preparation.
Performed bank and account reconciliations and processed monthly payroll using QuickBooks.

8. Income Tax Returns

Here's how tax preparation assistants use income tax returns:

Interviewed clients to gather preliminary information necessary to prepare their income tax returns.
Prepared individual and business income tax returns using electronic filing software.

9. Tax Season

Here's how tax preparation assistants use tax season:

Face to face preparation of Tax Returns for clients during Tax season, Client intake, general clerical duties
Communicated with staff members on free time to create methods to ensure accuracy during tax season.

10. Tax Preparation

Here's how tax preparation assistants use tax preparation:

Responded to any questions or submissions of additional information during the tax preparation process.
Assisted clients with their tax preparation, investigated customer inquiries answered high volume telephone call

11. Tax Software

Here's how tax preparation assistants use tax software:

Conducted tax return calculation using TaxCut and TurboTax software.
Researched and recommended Depreciation tax software.

12. Low-Income Families

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

Gather necessary information on taxable and deductible expenses by conducting interview with low-income families.
Prepared tax returns for low-income families (<49,000/year); helped claim targeted tax credits

13. Tax Returns

Here's how tax preparation assistants use tax returns:

Learned and demonstrated understanding of preparing tax returns for individuals, Married-Jointly, Married-Separate, Divorced, and widowed citizens.
Prepared accurate federal and state tax returns for international students and low-income residents based on information provided by the taxpayers.

14. Taxable Income

Here's how tax preparation assistants use taxable income:

Coordinated schedules and interviews of prospective clients to obtain information regarding taxable income and deductible expenses and allowances.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

15. QuickBooks

Here's how tax preparation assistants use quickbooks:

Maintain monthly bookkeeping for several small business clients through QuickBooks 2013, including P&L reports.
Prepared 2013 taxes for 5 companies, Data Entry, QuickBooks 2013 (Temporary Assignment)

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List of tax preparation assistant skills to add to your resume

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

Individual Tax Returns
Income Statement
W-2
Trial Preparation
Scheduling Appointments
IRS
Payroll
Income Tax Returns
Tax Season
Tax Preparation
Tax Software
Low-Income Families
Tax Returns
Taxable Income
QuickBooks

CPA
Financial Statements
Detect Errors
Computer System
Subpoenas
Tax Tables
Office Equipment
PowerPoint
Meal Preparation
Vita
Customer Complaints
Refund Checks
Travel Arrangements
Bank Deposits
Tax Issues

Deductible Expenses
W2
Volunteer Income
Tax Problems
Customer Inquiries
Income Tax Assistance
Tax Professionals
Revenue Service
Tax Law Handbooks
Tax Return Forms
Taxation
State Tax Returns
Federal Tax Returns

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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