Tax Preparer resume examples for 2024

Tax Preparer resume format and sections

1. 1

   1. Add contact information to your tax preparer resume

   Your name should be the biggest text on the page and be at or near the top of the document. Your address doesn't need to include your street name or house number - listing your city and state works just fine. Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching). Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

   Tax Preparer Resume Contact Information Example #1

   Hank Rutherford Hill

   St. Arlen, Texas | 333-111-2222 | hank.hill@gmail.com

   Do you want to know more?

   How To Write The Perfect Resume Header
2. 2

   2. Add relevant education to your tax preparer resume

   Your resume's education section should include:

   • The name of your school
   • The date you graduated (Month, Year or Year are both appropriate)
   • The name of your degree

   If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

   Optional subsections for your education section include:

   • Academic awards (Dean's List, Latin honors, etc. )
   • GPA (if you're a recent graduate and your GPA was 3.5+)
   • Extra certifications
   • Academic projects (thesis, dissertation, etc. )

   Other tips to consider when writing your education section include:

   • If you're a recent graduate, you might opt to place your education section above your experience section
   • The more work experience you get, the shorter your education section should be
   • List your education in reverse chronological order, with your most recent and high-ranking degrees first
   • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

   Check More About Tax Preparer Education

   Majors

   Accounting

   41.1%

   Business

   26.7%

   Finance

   4.3%

   Health Care Administration

   3.0%

   Show More

   Tax Preparer Resume Relevant Education Example #1

   Master's Degree In Accounting 2017 - 2018

   Pennsylvania State University Main, PA

   Tax Preparer Resume Relevant Education Example #2

   High School Diploma 2000 - 2002

3. 3

   3. Next, create a tax preparer skills section on your resume

   Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

   Here are some tips to keep in mind when writing your resume's skills section:

   • Include 6-12 skills, in bullet point form
   • List mostly hard skills; soft skills are hard to test
   • Emphasize the skills that are most important for the job

   Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

   Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

   Example of skills to include on an tax preparer resume

   • Customer Service Skills.
      

     Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

   • IRS Skills.
      

     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.

   Top Skills for a Tax Preparer

   Customer Service, 27.0%
   Good Communication, 14.0%
   Exceptional Client, 8.2%
   Math, 7.4%
   Other Skills, 43.4%
   See All Tax Preparer Skills

   Not sure which skills are really important?

   3 Big Tips For Listing Skills On Your Resume
4. 4

   4. List your tax preparer experience

   The most important part of any resume for a tax preparer is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

   Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

   It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of tax preparers" and "Managed a team of 6 tax preparers over a 9-month project. "

   Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

   Don't have any experience?

   How To Show Your Experience On a Resume... Even When You Don't Have Any

   Work History Example # 1

   Tax Preparer

   Liberty Tax

   • Measured the effectiveness of marketing, advertising, and communications programs and strategies.
   • Conducted accurate and timely Federal, State and City tax forms reported to IRS, State and City agencies.
   • Prepared taxes for clients, sent documents to the IRS, and printed checks from banks for tax refunds.
   • Obtained a PTIN in which I was legally able to prepare and file taxes for others.
   • Acquired my preparer tax identification number (PTIN) certification.

   Work History Example # 2

   Assistant To The Controller

   King Kullen

   • Calculated store figures to determine business totals for each day.
   • Processed accounts payable, receivable and payroll * Prepared daily cash flow and inventory analysis utilizing Excel.
   • Reported hours for payroll processing to ADP.
   • Processed payroll, electronic deposits and employee pay adjustments.
   • Processed bi-weekly payroll for 300 employees using ADP Workforce Now.

   Work History Example # 3

   Tax Associate

   Kelly Services

   • Researched and maintained product tax coding workflows and reported discrepancies to the Vertex Implementation and Merchant Tax teams.
   • Prepared and submitted tax forms to IRS, answered phones and scheduled appointments
   • Promoted from receptionist to tax professional after first tax season.
   • Promoted to Senior position within one year in recognition of high performance.
   • Advised and consulted customers in relation to IRS audits.

   Work History Example # 4

   Tax Analyst

   PricewaterhouseCoopers

   • Coordinated/Facilitated IRS examinations, appeals process and closing agreements for clients.
   • Communicated with the IRS and taxpayers to resolve client tax disputes.
   • Processed and confirmed PwC Pensioners payroll monthly.
   • Evaluated financial statements of large corporations for material misstatements on a CPA team.
   • Prepared quarterly budgets and assisted client service managers with annual planning for client engagements.

   Show More
5. 5

   5. Highlight tax preparer certifications on your resume

   Specific tax preparer certifications can be a powerful tool to show employers you've developed the appropriate skills.

   If you have any of these certifications, make sure to put 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)

   More Certifications For Tax Preparer
6. 6

   6. Finally, add an tax preparer resume summary or objective statement

   A resume summary statement consists of 1-3 sentences at the top of your tax preparer resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

   Remember to emphasize skills and experiences that feature in the job description.

   Are you a recent grad?

   Read our guide on how to write a resume summary statement