Post job

Tax preparer resume examples from 2025

Zippi

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

Updated March 26, 2025
6 min read
Resume example

All resume examples

How to write a tax preparer resume

Craft a resume summary statement

Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:

Step 1: Start with your professional title, or the one you aspire to.

Step 2: Detail your years of experience in tax preparer-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 four steps should give you a strong elevator pitch and land you some tax preparer interviews.

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

Zippi waving

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. Look at the job listing and skills listed. You need to include the exact keywords from the job description to get your resume in front of an actual human. Do you have those skills? Fantastic! Be sure to list them.
  2. Include as many relevant hard or technical tax preparer skills as possible for each job you apply to.
  3. Be specific with the skills you have and be sure you are using the most up to date and accurate terms.
These five steps should give you a strong elevator pitch and land you some tax preparer interviews.

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

  • Customer Service
  • Good Communication
  • Exceptional Client
  • Math
  • Excellent Interpersonal
  • Taxable Income
  • Strong Customer Service
  • Income Tax Returns
  • Tax Services
  • Individual Tax Returns
  • State Income Taxes
  • Tax Returns
  • Tax Season
  • IRS
  • CPA
  • Business Tax Returns
  • Schedule Appointments
  • Detect Errors
  • QuickBooks
  • Income Tax Preparation
  • Tax Tables
  • Tax Return Forms
  • Financial Statements
  • Tax Software
  • Customer Complaints
  • Local Codes
  • Deductible Expenses
  • Refund Checks
  • W-2
  • Due Diligence

Zippia’s AI can customize your resume for you.

Zippi waving

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 preparer experience bullet points

Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:

  • Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
  • Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
  • Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.

Here are effective examples from tax preparer resumes:

Work history example #1

Tax Internship

Amscot Financial

  • Documented and completed the second internship as a part of earning my MAcc degree to become eligible for CPA exam.
  • Interfaced with the IRS and provided tax advice to clients as necessary.
  • Explained company's tax information to the IRS and other states during routine audits.
  • Coordinated the annual production of 1099, 1042S and 5498 forms for clients and IRS reporting.
  • Prepared client tax info for CPA's to review.

Work history example #2

Tax Agent

H&R Block

  • Completed tax returns and filed them with the IRS.
  • Acted as a liaison for clients with the IRS to help resolve historical problems.
  • Completed 36 different individual 1040 returns in second tax season, more than doubling completed returns from first year.
  • Directed and managed two different offices to grow from last to first place in district in revenue and products
  • Assisted clients with letters from the IRS to include contacting IRS.

Work history example #3

Accountant Internship

KPMG

  • Worked as an accounts intern with KPMG, Lusaka, Zambia.
  • Helped CPA's collect tax information including income, expenses, capital gains, and rental income.
  • Participated in stock counts and provided input to writing audit reports for sections of work covered.
  • Played key role in demutualization, stat to GAAP conversion and initial public offering of $1 billion insurance company.
  • Achieved the CPA certification in the US.

Work history example #4

Tax Professional

H&R Block

  • Registered with the IRS as an official tax professional, received recognition for keeping over 36% of products sells.
  • Exceeded the first year tax preparation goal of 50 returns by completing 68 tax returns.
  • Provided assistance to clients in handling correspondence from the IRS.
  • Interacted directly with IRS and managed conflict resolution on behalf of clients.
  • Processed tax payments and refunds Used tax and accounting information systems to process IRS tax forms

Zippia’s AI can customize your resume for you.

Zippi waving

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 from tax preparer resumes:

Master's Degree in accounting

Pennsylvania State University, Main, PA

2017 - 2018

Highlight your tax preparer certifications on your resume

If you have any additional certifications, add them to the certification section.

To list, use the full name of the certification and the organization that issued it, along with the date of achievement.

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

  1. Tax Certification
  2. Accredited Tax Preparer (ATP)
  3. International Accredited Business Accountant (IABA)
  4. Certified Coding Specialist (CCS)
  5. Computer Service Technician (CST)
  6. Certified Bank Teller (CBT)
  7. Certified Tax Specialist (CTS)
  8. Certified Customer Service Specialist (CSS)
  9. Certified Financial Planner (CFP)

Browse business and financial jobs