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Tax preparer 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 preparer skills. We ranked the top skills for tax preparers based on the percentage of resumes they appeared on. For example, 27.0% of tax preparer resumes contained customer service as a skill. Continue reading to find out what skills a tax preparer needs to be successful in the workplace.

15 tax preparer skills for your resume and career

1. Customer Service

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.

Here's how tax preparers use customer service:

Deliver exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.
Ensured complete customer satisfaction by providing incomparable customer service, leading to repeat clientele and client referrals.

2. Good Communication

Here's how tax preparers use good communication:

Prepared taxes for customers and employed good communications regarding refund/payment status.
Position required good communication with clients

3. Exceptional Client

Here's how tax preparers use exceptional client:

Ensured exceptional client service and quality product offerings.
Maintained an exceptional client retention rate

4. Math

Here's how tax preparers use math:

Checked data input or verify totals on forms prepared by other to detect errors in math Prepared Federal and State Income Taxes
Tutored children (one to one in home) in Math and English

5. Excellent Interpersonal

Here's how tax preparers use excellent interpersonal:

Trained in and maintained excellent interpersonal and communication skills that complement proven creative problem solving capabilities.

6. Taxable Income

Here's how tax preparers use taxable income:

Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances along with analysis of completed tax returns.
Created client questionnaire to effectively obtain all relevant information on taxable income, deductible expenses, allowances, and credit eligibility.

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7. Strong Customer Service

Here's how tax preparers use strong customer service:

Developed strong customer service and time-management skills.
Franchise Owner: Tim & Marina DuganPrepared tax returns for customers while developing strong customer service and organizational skills.

8. Income Tax Returns

Here's how tax preparers use income tax returns:

Supported over 50 low-income individuals with their Federal and State income tax returns for accuracy and maximum deductions
Prepared individual income tax returns and reviewed individual income tax returns prepared by other staff members.

9. Tax Services

Here's how tax preparers use tax services:

Provide analytically support to Capital Tax Services, internal management team including development of internal management reporting capabilities.
Prepared individual tax forms and applications using centralized database system owned by Jackson Hewitt Tax Service.

10. Individual Tax Returns

Here's how tax preparers use individual tax returns:

Prepare individual tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software.
Prepared individual tax returns for Jackson Hewitt customers using a tax interview software database.

11. State Income Taxes

Here's how tax preparers use state income taxes:

Prepared federal and state income taxes for non-profit organization.
Prepared Federal and State income taxes electronically and written.

12. Tax Returns

Here's how tax preparers use tax returns:

Contacted customers for additional information, to insure accurate completion of tax returns.
Prepared over 75 tax returns, maintained and processed taxpayer confidential information

13. Tax Season

Here's how tax preparers use tax season:

Achieved and performed tasks completely and accurately every tax season.
Participated in television commercial promoting the office for tax season.

14. 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 preparers use irs:

Determined authorized tax deductions in accordance to IRS and Indiana Department of Revenue and recorded them accurately.
Processed all Tax Returns/Communicated to the IRS for customer issues/Filed all necessary paperwork

15. CPA

Here's how tax preparers use cpa:

Completed education requirements for CPA license.
Conferred and assisted CPA departmentally.

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What skills help Tax Preparers find jobs?

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What tax preparer 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 preparer skills to add to your resume

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

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
Partnership Tax
Federal Tax Returns
Tax Law Handbooks
Client Queries

Bank Deposits
Tax Issues
Vita
Taxation
State Tax Returns
Revenue Service
Clients Taxes
Local Tax Returns
Proseries
Tax Liabilities
Tax Code
Tax Form Completion
Unnecessary Taxes
Tax Advice
R Block

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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