Top Tax Preparer Skills

Below we've compiled a list of the most important skills for a Tax Preparer. We ranked the top skills based on the percentage of Tax Preparer resumes they appeared on. For example, 31.3% of Tax Preparer resumes contained Income Tax Returns as a skill. Let's find out what skills a Tax Preparer actually needs in order to be successful in the workplace.

The six most common skills found on Tax Preparer resumes in 2020. Read below to see the full list.

1. Income Tax Returns

high Demand
Here's how Income Tax Returns is used in Tax Preparer jobs:
  • 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.
  • Prepared and electronically filed income tax returns for a wide variety of individuals and situations.
  • Prepared individual income tax returns for electronic filing, provided tax return assembly and filing
  • Calculated and prepared income tax returns and schedules accurately using TaxWise electronic filing system.
  • Prepared income tax returns and answered questions related to individuals
  • Helped prepare basic individual income tax returns for low-income families
  • Prepared Federal and Arizona individual income tax returns.
  • Prepare individual income tax returns and related documents.
  • Prepare personal income tax returns * Seasonal/temporary work
  • Reviewed financial records and prepared income tax returns
  • Prepared income tax returns in fast paced environment
  • Prepared personal income tax returns during tax seasons
  • Prepare and electronically file federal and state income tax returns for low income families and individuals using a specialized TaxWise software.
  • Performed weekly 100 Federal and State Income tax returns in a fast paced environment while maintaining a low margin of error.
  • Consulted with customers and prepared federal and state income tax returns, amendments, and extensions for individuals and small businesses.
  • Prepared income tax returns for this mobile tax service, meeting customers at their location to review and accurately complete returns.
  • Prepared and filed more than 150 simple and complex Income Tax Returns for individual and self employed within three months period.
  • Scheduled appointments prepared and filed federal and state income tax returns in a high volume atmosphere during the tax season.
  • Prepared and filed more than 40 individual income tax returns using TaxWise Software and amended the prior year tax returns.

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2. Difficult Tax Returns

high Demand
Here's how Difficult Tax Returns is used in Tax Preparer jobs:
  • Referred to tax handbooks for especially difficult tax returns for clarification.
  • Organized or aided in the preparation of simple to difficult tax returns for individuals or small businesses.
  • Consulted with tax law handbooks to ensure difficult tax returns were correctly figured.
  • Verified with tax law handbooks for especially difficult tax returns.
  • Consult tax law handbooks for especially difficult tax returns.
  • Assisted volunteers with questions about difficult tax returns.
  • Consult tax law book for difficult tax returns.
  • Prepared simple to complex tax returns for individuals Successfully completed difficult tax returns by consulting tax law and form instructions
  • Consult tax law handbooks for especially difficult tax returns for correct documentation and reports to satisfy clients.
  • Consult tax law web site for especially difficult tax returns.
  • Consult tax law handbooks for especially difficult tax returns Accomplishments Always completed tax returns on-time without ever compromising on quality.

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3. Financial Statements

high Demand
Here's how Financial Statements is used in Tax Preparer jobs:
  • Created financial statements/reports and supported all areas of responsibility within a 5 person accounting team.
  • Foretasted short and long term earnings projections and recommended strategies Prepared and maintained financial statements.
  • Assembled tax returns and financial statements and successfully accomplished e-filing goals ahead of schedule.
  • Developed and analyzed financial statements for various clients to offer insight into increased profitability.
  • Performed full charge bookkeeping and account management for several small businesses through financial statements.
  • Reconciled balance sheet accounts with fragmented bank statements and documents supporting the financial statements.
  • Assist client in preparing financial statements necessary for tax preparation and financial audits.
  • Prepare financial statements by collecting, analyzing and summarizing account information and trends.
  • Reviewed financial statements, documentations of expenditures and other financial forms for clients.
  • Prepared financial statements and assist with preparing other financial reports as needed.
  • Reviewed detailed financial statements, receipts and other relevant documents to ensure accuracy
  • Prepare individual, corporation, and partnership tax returns using various financial statements
  • Assisted with annual audits of financial statements and workers compensation insurance.
  • Prepared general ledgers, financial statements, and periodic financial analysis.
  • Reviewed financial documents and prepared financial statements for annual grant audits.
  • Input small business financial information into QuickBooks and prepared financial statements.
  • Conducted monthly bank reconciliations as well as analyze financial statements.
  • Compiled monthly financial statements and created supporting work paper schedules.
  • Assisted businesses with preparing financial statements on a monthly/quarterly/annual basis.
  • Preformed bank reconciliations and prepared financial statements for tax reporting.

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4. Customer Service

high Demand
Here's how Customer Service is used in Tax Preparer jobs:
  • Offered adequate tax information to customers * Exercised customer service while working with customers * Appropriately filed and organized important paperwork
  • 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.
  • Provided essential customer service and regulated customers during high traffic times in office.
  • Delivered professional customer service to clients in a timely and effective manner.
  • Improved office efficiency and customer service by overhauling previously used filing system.
  • Provide customer service for enhanced business development and account management.
  • Handle clients daily providing excellent customer service and impeccable accuracy.
  • Provided exceptional customer service in preparing customers tax returns.
  • Prepared individual tax returns and provided excellent customer service.
  • Completed individual tax returns while providing excellent customer service.
  • Provided exceptional customer service to existing and new clients
  • Worked with the Latino community providing customer service.
  • Maintain customer confidentiality and provide legendary customer service.
  • Encourage client retention by providing excellent customer service.
  • Performed direct customer service and telephone receptionist duties.
  • Provided customer service to potential and current customers.
  • Provided customer service by one-on-one contact and telephone.
  • Handled payment and provided excellent customer service.
  • Skilled in customer service and office organization.

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5. Small Business

high Demand
Here's how Small Business is used in Tax Preparer jobs:
  • Performed tax preparation services for individuals and small businesses; performed temporary accounting assignments through temp agencies;
  • Prepared 1040 tax returns for individuals and small businesses Performed sales tax returns Reorganized office to improve efficiency
  • Prepared individual and small business tax returns Assisted customers with questions about current tax regulations and laws
  • Prepared new small businesses and corporation Federal and State registrations and filing requirements.
  • Prepared individual and small business tax returns with accuracy and high client satisfaction
  • Educated individuals and small businesses on strategies for minimizing tax liability.
  • Supplied detailed tax documentation to small businesses and individuals when needed.
  • Prepared tax returns for individuals and small business professionals with accuracy.
  • Performed business accounting for small business clients utilizing proprietary company software.
  • Maintain small business company financial records and imported into excel spreadsheet.
  • Prepared an individualized and small business return that maximizes financial gain.
  • Prepared individual and small business income taxes based on information provided.
  • Maintained accurate bookkeeping records for small businesses and international clients.
  • Cultivated and fostered relationships with individual and small business clients.
  • Performed personal bookkeeping services for individuals and small businesses.
  • Tax preparation services including personal and small business.
  • Administered bookkeeping and bank reconciliations for small businesses.
  • General bookkeeping for individuals and small businesses
  • Calculated Schedule C forms for corporate and partnership returns for local small businesses including income and expenses and profit and loss analysis
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses Skills Used Customer and Personal service Speaking

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6. IRS

high Demand
Here's how IRS is used in Tax Preparer jobs:
  • 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
  • Recognized by IRS for outstanding public service and community contribution.
  • Represented company at local Job Fairs
  • Prepared tax returns for those who are in need of a free helpful service through the IRS Vita Program and Boston Cares
  • Tax preparation, receptionist, Secretary, filed taxes, delivered income tax checks, worked in cooperation with IRS.
  • Greeted clients, answered phones, filed client records, prepared personal and business income taxes and filed taxes with IRS
  • Job duties: Prepared taxes for customers using the Jackson Hewitt system, I also have my PTIN from the IRS
  • Prepare Federal & State tax returns for low-income families through IRS Volunteer Income Tax Assistance Program (VITA).
  • Prepared reports showing status of each return transmitted until receipt of the return has been acknowledged by the IRS.
  • Conducted accurate and timely Federal, State and City tax forms reported to IRS, State and City agencies.
  • Worked on filling out all the needed data for IRS to issue a proper return to the low-paying taxpayers.
  • Filed the appropriate tax forms with IRS/State and Unemployment as required for that particular office or individual client.
  • Coordinate with other tax offices and/or the IRS and its related agencies to clarify or resolve any issues.
  • Complied with Liberty Tax & IRS regulations (Intake Interview, Quality review, and Ethical Standards).
  • Have worked job fairs for recruiting, manager and exceeding corporate goals for sales and customer retention.
  • Receive tax information from customers and prepare their taxes per the rules established by the department of IRS
  • Provided tax planning suggestions to clients to maximize tax deductible items and amounts in compliance with IRS instructions
  • Will attain certification by the IRS to do advanced level tax preparation through the IRS VITA Program.
  • Prepared Federal and State Tax Returns for Clients in accordance with IRS guidelines as well as State guidelines

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7. Deductible Expenses

high Demand
Here's how Deductible Expenses is used in Tax Preparer jobs:
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances along with analysis of completed tax returns.
  • Conduct thorough interview to determine filing status and any additional information on taxable income and deductible expenses and allowances.
  • Obtained additional information on taxable income and deductible expenses and allowances, and researched additional tax credits.
  • Gathered additional information on taxable income and deductible expenses and allowances by interviewing and collaborating with clients.
  • Greeted customer and conducted interviews to obtain information on taxable income and deductible expenses and allowances.
  • Gained information on taxable income and deductible expenses through interacting and interviewing potential client.
  • Interviewed clients for additional information to suggest optimal deductible expenses and allowances.
  • Computed taxes owed or overpaid, using calculators or personal computers, information on taxable income and deductible expenses and allowances.
  • Collected information on taxable income and deductible expenses for more than 500 individual and corporate clients during the busy season.
  • Gathered, extracted, reviewed, verified, and consolidated financial information on taxable income and deductible expenses and allowances.
  • Interviewed between 10 to 50 clients to obtain information on taxable income and deductible expenses and allowances per month.
  • Interviewed clients to obtain information on taxable income, deductible expenses and allowances to determine appropriate tax filing forms.
  • Obtained information about deductible expenses, allowances, and taxable income by interviewing clients and prepared their tax return.
  • Interview client to obtain additional information on taxable and deductible expenses Advise clients on certain tax savings strategies.
  • Review and prepare monthly balance sheet & general ledger accounts on taxable income and deductible expenses and allowances.
  • Performed in-depth interviews with clients to obtain additional information about their taxable income, deductible expenses and allowances.
  • Set appointments to consults clients to obtain information on deductible expenses, taxable income, and allowances.
  • Interviewed clients in English or Mandarin Chinese to obtain additional information on taxable income and deductible expenses.
  • Conduct interview to clients to get additional information for taxable income, deductible expenses, and allowances.
  • Interview client(s) to obtain additional information on taxable income and deductible expenses and allowances.

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8. Data Entry

high Demand
Here's how Data Entry is used in Tax Preparer jobs:
  • Perform various aspects of customer billing and collection including data entry and make necessary input/adjustment transactions.
  • Trained and managed four data entry specialist and achieved significant improvements in their productivity.
  • Prepare Federal tax forms for individuals customer service data entry telephone etiquette
  • Prepare tax returns data entry customer service general office duties
  • Performed data entry for tax assessment information.
  • Conducted interviews with individuals for data entry.
  • Processed data entry quickly and accurately.
  • Collected information, prepared files, and performed data entry services for retention of past, as well as new clientele.
  • Performed basic administrative duties such as sending and receiving fax, working the copy machine, phone system and data entry.
  • Tax theory knowledge, data entry, sensitive information management, file management, customer service, sales, and paperwork organization
  • Performed data entry, computer work, and clerical duties, including reception, filing, answering phone, and 10-Key.
  • Job duties: tax preparation, customer service, selling services to clients, data entry, and cash handling.
  • Prepared and filed personal taxes for customers Processed various tax loans Data Entry, cash handling and assisted others as needed
  • Filed tax returns which required plenty data entry skills, accuracy of data and knowledge of Lib Tax software.
  • Prepared tax documents Performed daily data entry duties that included, accurately submitting prepared tax documents to the IRS.
  • Performed daily office functions such as operate cash registers for payment, filing records, and data entry.
  • Answer telephones, set up appointments, data entry, file folders and sometimes prepare taxes for customers.
  • Act as the right hand and key support person for the owner in all data entry and updates.
  • Processed data entry of personal information while maintaining high standards and provided instructions to clients for maximum returns.
  • Provided customer service, answered phones, data entry, problem resolution, appointment setting, tax preparation.

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9. Additional Information

high Demand
Here's how Additional Information is used in Tax Preparer jobs:
  • Interviewed client to obtain additional information on taxable income to determine taxes owed according to prescribed laws and regulations.
  • Interview clients to obtain additional information on income, expenses and allowances while maintaining confidentiality of customer information.
  • Contacted customers for additional information, to insure accurate completion of tax returns.
  • Prepared Individual Tax Returns and communicated with clients to get additional information.
  • Consulted with clients to obtain additional information and responded to basic tax questions
  • Research allowable tax deductions and interviews client to obtain additional information.
  • Reviewed financial documentation and consulted with clients to obtain additional information.
  • Conduct interviews and request additional information for suspicious fraud like activity
  • Interview clients to obtain additional information for maximum customer support.
  • Communicate with clients to obtain necessary additional information provide advice.
  • Reviewed financial records and interviewed clients for any additional information.
  • Interviewed clients to obtain additional information on taxable income.
  • Gathered additional information from client to complete itemized returns.
  • Verified and contacted clients for additional information when necessary.
  • Conduct interviews to obtain accurate additional information.
  • Interview clients to obtain additional information.
  • Answered and provided additional information regarding federal and state tax refunds, and applying for public benefits and U.S. saving bonds.
  • Obtained 95% customer service rating by interview clients to obtain additional information on taxable income and deducible expenses and allowances.
  • Check files daily and contacts customers for additional information, as necessary, to insure accurate completion of tax returns.
  • Contacted customers for any additional information needed to complete returns or to relay status updates for the return or refund.

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10. Computer Hardware

high Demand
Here's how Computer Hardware is used in Tax Preparer jobs:
  • Performed routine maintenance on computer hardware equipment and updated appropriate records; cleaned system following appropriate maintenance schedules and procedures.
  • Support standard personal computer hardware, related hardware assemblies and peripherals.
  • Assist in developing long-term strategies and capacity planning for meeting future computer hardware needs.
  • Executed and supported computer hardware and software that supported H&R Block to solve their business problem.
  • Install the computer hardware and setup the network prior to tax season.
  • Installed and maintained computer hardware and software for all offices in district.

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11. Tax Payers

high Demand
Here's how Tax Payers is used in Tax Preparer jobs:
  • Advised resident/non-resident tax payers having difficulties understanding tax systems concerning reporting incomes from various sources and recognizing appropriate amount of deductions.
  • Prepared tax returns for eligible tax payers while providing quality service and upholding ethical standards after completing extensive training program.
  • Prepared taxes efficiently and professionally Provided tax payers with courteous and friendly service
  • Prepared taxes via computer and gave financial advice for tax payers that were undergoing life changes in both Montana and Idaho
  • Provide assistance to tax payers by giving them a free option for processing and filing their taxes using TaxWise software.
  • Assisted tax payers with their personal taxes, as well as, self employment taxes and filings of these taxes.
  • Evaluated tax payers information, the internal revenue code, and treasury regulations to determine most advantageous reporting status.
  • Helped about 5 tax payers to file their prior years' Form 1099-Gs which were more complex and difficult.
  • Informed tax payers of other community programs that were available within the state that could assist with other issues.
  • Volunteered and prepared tax returns for low income tax payers through the John Marshall Volunteer Income Tax Assistance Clinic.
  • Provided Free Tax Preparation Assistance for Low-Income Members of the Tuscaloosa Community Assisted Tax Payers with Questions and Concerns
  • Assisted tax payers with federal and state tax issues, including tax return amendments, errors and notices.
  • Prepared complex Federal and State tax returns and provided assistance to tax payers concerning future tax planning.
  • Prepared tax returns, amended tax returns and did extensions for tax payers coming into the office.
  • Furnish tax payers with sufficient information to ensure correct tax forms are filed and sent to I.R.S.
  • Prepared tax returns each Saturday during the 2010 and 2011 tax seasons for low income tax payers.
  • Provided administrative support, data entry, filing, scheduling and preparation of tax payers tax returns.
  • Assisted numerous of tax payers with completing and filing their taxes in an accurate and timely manner.
  • Answer multiple phone lines; make appointments for tax payers to get individual and business returns processed.
  • Interviewed tax payers in order to find all deductions and credits that may apply to them.

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12. Tax Form Instructions

high Demand
Here's how Tax Form Instructions is used in Tax Preparer jobs:
  • Followed IRS's guidelines in accurately preparing taxes and completed entries on forms, following tax form instructions and tax tables.
  • Calculated taxes owed or overpaid using personal computers, complete entries on forms, followed tax form instructions and tax tables.
  • Completed tax entries on various income forms following tax form instructions for potential customers tax returns for individuals or small businesses.
  • Computed taxes owed using adding machine, and completed entries on forms while strictly following tax form instructions and tax tables.
  • Calculated taxes owed or overpaid by using adding machines, personal computers, tax form instructions, and tax tables.
  • Completed entries on tax forms 1040EZ, 1040A and 1040, following tax form instructions and tax tables.
  • Computed taxes owed, and completed entries on forms, following tax form instructions and tax tables.
  • Computed taxes owed or overpaid using computerized system, following tax form instructions and tax tables.
  • Completed all calculations and entries on appropriate forms following tax form instructions and tax tables.
  • Followed tax form instructions and tax tables to maintain proper filling procedures for customers.
  • Computed taxes owed and overpaid, following tax form instructions and tax tables.
  • Computed taxes owed in accordance to tax form instructions and tax tables.
  • Processed entries on forms following tax form instructions and tax tables.
  • Followed tax form instructions and tax tables to ensure accuracy.
  • Calculate taxes owed/overpaid while following tax form instructions and tables.
  • Performed entry data of taxes according to tax form instructions.
  • Followed tax form instructions and tax tables.
  • Prepared federal, state, local and property tax returns for individuals Trained on related IRS policies and tax form instructions.
  • Organize and help in preparing simple to complex tax returns Preform entry data of taxes following tax form instructions.
  • Computed taxes owed or overpaid and complete entries on forms, Followed tax form instructions and tax income ballots.

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13. Tax Tables

high Demand
Here's how Tax Tables is used in Tax Preparer jobs:
  • Computed tax revenues and completed entries on forms following standard State and Federal tax form procedures and tax tables.
  • Prepared and filed personal income taxes for low-income families according to tax tables and tax laws.
  • Calculated taxes owed / overpaid and completed tax forms using instructions and tax tables.
  • Computed taxes owed, and completed forms according to federal and state tax tables.
  • Computed taxes owed and to be received using tax tables and tax forms.
  • Calculated entries on various IRS forms adhering to IRS instructions and tax tables.
  • Interviewed clients to obtain tax information and following tax instructions and tax tables.
  • Complete entries on forms, following tax law handbooks and tax tables.
  • Completed entries on forms/schedules following tax form/schedule instructions and tax tables.
  • Researched tax tables and proposed strategies for future tax planning obligations.
  • Computed taxes owed and performed accurate data entry utilizing tax tables.
  • Computed taxes owed or overpaid using unique software and tax tables.
  • Prepare tax returns using electronic filing software, and complete entries on forms, following tax form instructions and tax tables.
  • Compued taxes owed, using adding machine, and completed entries on forms, following tax form insructions and tax tables.
  • Tax Preparer - -Compute taxes owed or overpaid and complete entries on forms and tax tables.

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14. Tax Season

high Demand
Here's how Tax Season is used in Tax Preparer jobs:
  • Achieved and performed tasks completely and accurately every tax season.
  • Participated in television commercial promoting the office for tax season.
  • Assisted Management in organization and marketing for tax season
  • Prepared personal and business income taxes during tax season
  • Communicate with clients on a daily basis during the tax season in order to assist them with their tax preparation needs.
  • Handled up to 45 cases during the tax season and discovered deductions leading to tax refunds of up to $8,000.
  • Manage all aspects of the store during tax season and off-season, to include hiring, training, and terminating employees.
  • Prepared individual tax returns for the 2010 tax season based on client interviews and information to determine the most advantageous tax-strategy.
  • School was given at the start of every tax season for most of the employees to touch up on tax rules.
  • Executed policy and procedural changes through the tax season to improve efficiency, achieve business goals and support business goals.
  • Completed nearly 100 individual tax returns this season with no rejects, contributed 150 hours for the current tax season.
  • Prepared returns as needed during tax season Communicate with clients for needed documentation Stay current with the new tax laws
  • Completed 20 hours of continuing education, and prepared basic and complex tax returns for the 2017 tax season.
  • Reason for leaving: Still employed, this is a season position, only available during tax season.
  • Worked this tax season as an IRS certified tax assistant for a nonprofit organization called New York Cares.
  • Prepared Individual, S Corporation, and Estate income tax returns and extensions for two busy tax seasons.
  • Certified to provide clients whose income was lower than $51,000 with tax returns during the 2013 tax season
  • Book keeping preparing and doing all personal and busy tax preparation during the last two tax season.
  • Processed about $2.5 Million Dollars returns during each tax season from banks and the IRS.
  • Tax season 2008, I was an administrative assistant and assisted in processing about 1500 clients.

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15. Appropriate Adjustments

average Demand
Here's how Appropriate Adjustments is used in Tax Preparer jobs:
  • Use all appropriate adjustments, deductions, and current tax law to assist clients with refunds, payments and audits.
  • Asked additional questions while making appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Applied appropriate adjustments, credits, and deductions in order to prepare maximum returns with high value customer service.
  • Used all appropriate adjustments, deductions and credits to reduce clients' tax expense and maximize the cash flow.
  • Used all appropriate adjustments, deductions, and credits to reduce clients' tax liabilities or maximize their refunds.
  • Seek out optimal tax deduction options for each client by using all appropriate adjustments, deductions, and credits.
  • Assisted individuals using appropriate adjustments, deductions and credits in preparing simple to complex tax returns for them.
  • Use all appropriate adjustments, deductions, and credits to prepare both Federal and State tax returns.
  • Used advanced mathematics to account for appropriate adjustments and credits in order to guarantee the best return.
  • Utilized appropriate adjustments, deductions and credits to ensure clients' taxes were at a minimum.
  • Applied appropriate adjustments, credits, and deductions to assist customers with refunds or balances owed.
  • Prepared simple or complex tax returns for individuals, making appropriate adjustments, deductions and credits.
  • Analyzed appropriate adjustments, deductions, and credits reducing taxes to the lowest level possible.
  • Used all appropriate adjustments, deductions and credits to minimize client s tax liability.
  • Be aware of and counsel on all appropriate adjustments, deductions, and credits.
  • Use all appropriate adjustments, deductions, and credits to ensure a proper refund.
  • Used appropriate adjustments, credits and deductions to compute taxes owed or overpaid.
  • Used all appropriate adjustments, deductions, and credits to obtain optimal deductions.
  • Used all appropriate adjustments, deductions, and credits to prepare accurate returns.
  • Used all appropriate adjustments, deductions, and credits while filing tax returns.

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16. Tax Preparation Software

average Demand
Here's how Tax Preparation Software is used in Tax Preparer jobs:
  • Computed taxes owed and overpaid using tax preparation software for individuals and small businesses by analyzing appropriate income and expenditure documentation.
  • Prepare individual tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software.
  • Prepared tax returns Verified government forms with confidential information Entered data into tax preparation software
  • Entered data and information received into Jackson Hewitt tax preparation software program.
  • Used tax preparation software proficiently in order to ensure accuracy and efficiency.
  • Prepared individual and business tax returns using various tax preparation software.
  • Prepared personal income tax returns for customers using tax preparation software.
  • Trained on Alabama state and federal tax preparation software
  • Executed precise data entry using Tax Preparation software.
  • Prepared taxes utilizing TaxWise tax preparation software.
  • Entered information into tax preparation software.
  • Prepare income tax return for taxpayers with household incomes of up to $31,000 via tax preparation software (TaxWise).
  • Performed a variety of clerical tasks as well as reviewed completed tax returns and operated Liberty Tax's Tax Preparation Software.
  • Conducted tax interviews with clients and used tax preparation software to complete individual tax returns with varying degrees of complexity.
  • Prepared Federal and State (PR) income tax returns for individuals, utilizing the company's tax preparation software.
  • Tax preparation may be done by the taxpayer with or without the help of tax preparation software and online services.
  • Prepared individual tax returns using Drake tax preparation software; met all deadlines set by management, and/or customers.
  • Computed taxes owed, using adding machines, tax preparation software, following tax form instructions and tax tables.
  • Utilized advanced tax preparation software to prepare tax returns for active duty soldiers, family members, and retirees.
  • Served area customers by assisting them with Tax Year 2015 filings within the Jackson Hewitt licensed tax preparation software.

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17. Form Preparation Fees

average Demand
Here's how Form Preparation Fees is used in Tax Preparer jobs:
  • Reviewed income statements, expenditures documentation and calculate form preparation fees.
  • Calculated form preparation fees per return complexity and used appropriate adjustments.
  • Schedule appointments Used PeopleSoft Calculated form preparation fees
  • Verify totals on past forms for accuracy; Calculate and invoice for form preparation fees.
  • Major duties during this job were to:- Calculate form preparation fees.
  • Calculate form preparation fees, check data input or verify totals.
  • Calculate and invoice for form preparation fees; resolve customer complaints.
  • Calculated form preparation fees according to the complexity of return.
  • Calculated form preparation fees according to return.
  • Conduct and use professional behavior on a daily basis.Calculate form preparation fees according to return complexity and processing time required.
  • Review financial records such as income statements Calculate form preparation fees according to return complexity and processing time required.
  • Furnish taxpayers with sufficient information Calculate form preparation fees according to return complexity
  • Calculate form preparation fees, Check data input or verify totals, Consult tax law handbooks or bulletins.
  • Calculate and invoice for form preparation fees Consult tax law handbooks for especially difficult tax returns.
  • Interview clients to get a thorough picture of financial Calculate and invoice for form preparation fees.
  • Calculate and invoice for form preparation fees.Consulted tax law handbooks for especially difficult tax returns.Resolved customer complaints.
  • Prepare and transmit Federal and State tax forms * Assist customers with tax questions * Calculate and invoice for form preparation fees
  • Prepared simple to complex tax returns Interview clients, used appropriate adjustments Reviewed financial records Calculated form preparation fees

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18. Detect Errors

average Demand
Here's how Detect Errors is used in Tax Preparer jobs:
  • Verified data entry on Federal and State forms to detect errors in arithmetic, data entry, and procedures.
  • Check input data and verify totals to detect errors in arithmetic, date entry and standard operating procedures.
  • Provide Second Look to all clients to detect errors in arithmetic, data entry, or procedures.
  • Verify totals on forms prepared by customers to detect errors in arithmetic, or data entry.
  • Prepared audits using software to detect errors in arithmetic, data entry or procedures.
  • Verified totals on forms prepared by others to detect errors and correct them.
  • Verify totals on forms prepared by others to detect errors in accuracy.
  • Detect errors in arithmetic, data entry, or procedures on tax forms
  • Reviewed and verified forms prepared by others to detect errors.
  • Verify totals on forms prepared by coworkers to detect errors.
  • Managed 6 to 8 other tax preparers including verifying information prepared by others to detect errors.
  • Verified the work of other tax preparers to detect errors of arithmetic or procedure.
  • Verified tax preparers forms to detect errors.

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19. Data Input

average Demand
Here's how Data Input is used in Tax Preparer jobs:
  • Provided customer service and data input/analysis/interpretation.
  • Calculate preparation fees and check data input for accuracy verification.
  • Check data input or verify totals on forms and ensure a copy of the completed return is provided to the customer.
  • Verified data input and totals on forms prepared by others to detect errors in math, data entry, or procedures.
  • Checked data input or verify totals on forms prepared by other to detect errors in math Prepared Federal and State Income Taxes
  • Checked data input and verified totals on forms to detect errors in arithmetic, data entry, or procedures.
  • Completed and reviewed all tax forms, processed all data input to IRS and the State of California.
  • Checked data input and verified totals on previous tax returns to find errors in mathematics and procedures.
  • Check data input and verified totals interviewed client to obtain proper information on taxable income tax.
  • Double checking data input with client to detect and correct any tax form errors.
  • Reviewed financial records, checked data input, and verified forms prepared by others.
  • Checked data input and verified totals to detect errors and make proper corrections.
  • Checked data input, verified totals, to detect errors in arithmetic.
  • Fast, accurate computer data input, calculating and typing skills.
  • Verify the accuracy of customer services data input for new accounts.
  • Checked data input or verified totals on forms prepared by others.
  • Reviewed data input, identified, and resolved technical issues.
  • Compile information to prepare income statements for tax data input.
  • Reviewed data input and verified accuracy on tax forms.
  • Check data input, calculate fees and transmit return.

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20. Complete Entries

average Demand
Here's how Complete Entries is used in Tax Preparer jobs:
  • Computed taxes on personal computer and complete entries on forms.
  • Computed taxes using software and complete entries on forms.
  • Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries.
  • Computed taxes owed or overpaid and used a personal computer to complete entries on forms.
  • Computed taxes owed or overpaid by using adding machines or computers in order to verify and complete entries on forms.
  • Used custom designed software programs to complete entries, perform calculations, and generate returns.

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21. Sufficient Information

average Demand
Here's how Sufficient Information is used in Tax Preparer jobs:
  • Furnish clients with sufficient information and advice to ensure accurate form completion while answering questions and providing future tax planning.
  • Furnished taxpayers with sufficient information to ensure compliance with current State and Federal tax laws and provisions.
  • Furnish taxpayers with sufficient information and advice to ensure satisfactory results of returns for future years.
  • Furnish taxpayers with sufficient information and advice in order to ensure proper tax forms are used.
  • Provided taxpayers with sufficient information and gave advice on how to better prepare for next year.
  • Provided tax clients with sufficient information and advice to get the most from their returns.
  • Furnished clients with sufficient information and advice to ensure tax forms are completed correctly.
  • Furnish taxpayers with sufficient information and advice to ensure the correct tax law submission.
  • Furnish taxpayers with sufficient information and advice to insure correct tax for completion.
  • Asked taxpayers with sufficient information and advice to complete the tax form.
  • Furnish taxpayers sufficient information and advice to ensure tax return completion.
  • Furnish taxpayers with sufficient information and advice.
  • Furnish taxpayers with sufficient information and advice to ensure correct taxform completion.

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22. Phone Calls

average Demand
Here's how Phone Calls is used in Tax Preparer jobs:
  • Performed clerical work including answering phone calls from clients and filing/organizing paperwork.
  • Answered telephone calls and correspondence efficiently.
  • Received, directed and screened telephone calls; Studied tax laws and theory; supervised evaluated, corrective actions of employees.
  • Tax Preparation Services, keeping office space neat, answer phone calls clean and keep a positive ambient for the customers.
  • Greeted clients, answered phone calls, filed necessary paperwork, and completed other general office duties as assigned by co-workers.
  • Prepared taxes, placed phone calls to previous customers and customers who needed to complete their taxes, logged reports in folders
  • Tax preparation * General office duties including but not limited to data entry, business phone calls, filing, etc.
  • Prepare individuals tax returns, get the cash to the main office all accounted for, make phone calls to customers.
  • Set up appointments by making phone calls to previous year's clients with a goal of 10 appointments per day.
  • Received phone calls, greeted clients, prepared welcome folders, and cleaned the office at the close of business.
  • Offered customer service, attended phone calls and gave information to customers, employees, sales personnel, claimants etc.
  • Entered customers tax information into computer answered questions, took phone calls, made copies of taxes, filed taxes.
  • Provided information to customers as far as their returns, made any necessary phone calls to check on customers returns.
  • Received and directed personal phone calls, determined the nature of the calls and directed callers to the appropriate department.
  • Gather tax information from various clients, preparing personal income tax forms under limited instruction, and handling phone calls
  • Preformed an array of clerical duties, including answering phone calls involving inquires or arranging appointments for the client.
  • Managed files both physically and electronically, fielded phone calls, and performed data entry of tax information.
  • Help with front desk work by answering phone calls greet and assist walk in customers with tax questions.
  • Prepared clients' taxes, answered phone calls, scheduled appointments, inputted information into TaxWise, filed paperwork
  • Hand out tax checks, make phone calls to clients for check pick-up or tax return follow up.

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23. Tax Form Completion

average Demand
Here's how Tax Form Completion is used in Tax Preparer jobs:
  • Advised clients in the tax preparation process with sufficient information to ensure correct tax form completion.
  • Provide financial advice to ensure correct tax form completion - income, deductions and credits.
  • Consult law handbooks or bulletins to determine and advice to ensure correct tax form completion.
  • Provided taxpayers with sufficient information and advice in order to ensure correct tax form completion.
  • Consulted tax law handbook or bulletins in order to ensure correct tax form completion.
  • Furnished taxpayers with sufficient information and advised to ensure correct tax form completion.
  • Interview clients to obtain sufficient information to ensure correct tax form completion.
  • Assisted taxpayers with advice and information to ensure tax form completion.
  • Advised and counseled taxpayers to ensure correct tax form completion.
  • Furnished taxpayers with advice to ensure correct tax form completion.
  • Provided taxpayers with information to ensure correct tax form completion.
  • Furnish sufficient information to ensure correct tax form completion.
  • Collect Financial information on multiple apartment complexes.Tax form Completion.
  • Handled all administrative duties and provided preparers and clients with information and advice on correct tax form completion.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.Helped with front desk responsibilities.

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24. Scheduling Appointments

average Demand
Here's how Scheduling Appointments is used in Tax Preparer jobs:
  • Perform various clerical and administrative duties including scheduling appointments.
  • Distribute client refund payments also scheduling appointments.
  • Prepared taxes and worked call center scheduling appointments
  • Resolve customers complaints and scheduling appointments.
  • Perform general office duties including : answering telephone calls, scheduling appointments, processing payments, record keeping and filing.
  • Answer to inbound & outbound phone calls, perform extensive customer services duties including scheduling appointments, faxing and emailing.
  • Performed office duties as needed such as scheduling appointments, answering phones, filing, opening and closing the office.
  • Performed clerical tasks such as; answering phones, scheduling appointments, filing and various other office related tasks.
  • Respond to customers in person and via telephone, scheduling appointments, resolving issues and providing answers to questions.
  • Performed reception duties including: answering multiple line phone, filing, scheduling appointments, and customer follow-up.
  • Assisted with completing administrative tasks, including filing and scheduling appointments, to ensure continual smooth operations.
  • Performed clerical duties including answering phone calls, filing and sorting, scheduling appointments, etc.
  • Abetted customers by preparing taxes, answering phones, scheduling appointments, and door greeting.
  • Worked as receptionist when needed: scheduling appointments, filing, and answering phones.
  • Started out as a receptionist managing two phone lines, scheduling appointments and walk-ins.
  • Answer and direct a large volume of phone calls handling inquiries and scheduling appointments.
  • Greet customers, direct phone calls, follow-up calling, scheduling appointments and literature assembly
  • Assisted owner with corporate clients, scheduling appointments and resolving client issues.
  • Provided front desk client experience to include greeting clients and scheduling appointments.
  • Assisted in clerical duties as needed for phones and scheduling appointments.

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25. Quickbooks

average Demand
Here's how Quickbooks is used in Tax Preparer jobs:
  • Completed individual federal and state tax returns Researched and completed self-employment tax returns Reconciled payments into QuickBooks
  • Prepared bank reconciliations and general ledger maintenance for multiple clients using QuickBooks software.
  • Executed basic accounting procedures utilizing QuickBooks.
  • Provided bookkeeping using Microsoft QuickBooks Programs
  • Perform bank reconciliations using QuickBooks.
  • Provided complimentary tax preparation to eligible clients Computer Skills: Microsoft Excel, Oracle/People soft FSCM91, FSCMP, QuickBooks, MS-Office
  • Used Pro FX, Excel, Word, QuickBooks, Easy Accounting and other software's in day-to-day accounting activities.
  • Enter Bookkeeping information from check stubs and bank statements in QuickBooks software and use QuickBooks software to reconcile accounts.
  • Utilized QuickBooks and other bookkeeping methods as they relate to profit and loss, balance sheet, and payroll.
  • Reviewed and revised clients' books and if necessary made adjusting journal entries for their closely-held entities using QuickBooks.
  • Use of QuickBooks Pro for clients, handle new client intake and collected all fees surrounding invoices.
  • Utilize QuickBooks to reconcile client's bank statements, produce profit and loss and balance sheets.
  • Maintained computerized inventory of all parts, supplies, and checks that clients used doing QuickBooks.
  • Assisted clients in installing and setting up QuickBooks; provided instruction and guidance on program use.
  • Prepared 1120S, 1065's and 1041's from QuickBooks after making year- end adjustments.
  • Assisted Owner with entering corporate clients' financial information into QuickBooks for corporate tax returns.
  • Handled bill payment, check printing, and answered various record-keeping questions using QuickBooks 2014.
  • Bank Reconciliation, Sales Tax Quarterlies, Payroll entry, Individual Tax Prep, QuickBooks Pro
  • Prepared individual tax returns, payroll tax returns and maintained clients' books using QuickBooks.
  • Utilized QuickBooks Pro for bookkeeping customers; experienced using accrual and cash basis accounting methods.

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26. Atypical Returns

average Demand
Here's how Atypical Returns is used in Tax Preparer jobs:
  • Consulted tax law handbooks, bulletins and legislation to determine procedures for preparation of atypical returns.
  • Consulted with superiors and appropriate tax law handbooks to determine correct preparation procedures for atypical returns.-
  • Reference tax law handbooks to identify appropriate procedures for filling out atypical returns.
  • Consult tax law reference materials to determine procedures for preparation of atypical returns.
  • Decipher current tax laws to determine procedures for preparation of atypical returns.
  • Consult with higher management to determine procedures for preparation of atypical returns.
  • Consulted tax reference material for atypical returns.
  • Consult tax law handbooks, Publications, State and Federal websites in order to determine procedures for preparation of atypical returns.
  • Consult tax handbooks or bulletins in order to determine procedures for preparation of atypical returns.
  • Use tax law handbooks or bulletins to determine the procedure for preparation of atypical returns.
  • Consult tax law hand books or bulletins to determine procedures for preparation of atypical returns.
  • Maintained current knowledge of tax laws, procedures, and preparation of atypical returns.
  • Consult tax resources and law books to obtain assistance with atypical returns.
  • Consult tax law handbooks or bulletins to determine procedures for atypical returns.
  • Consulted tax law handbooks and bulletins in order to complete atypical returns.
  • Refer to law handbooks to determine proper procedure for atypical returns.
  • Consulted tax law handbooks or bulletins for preparation of atypical returns.
  • Consult tax law bulletins to determineprocedures for preparation of atypical returns.
  • Create extensive excel worksheets to support tax reports Consults tax law handbooks or bulletins to determine procedure for preparation of atypical returns
  • Consult tax law handbooks or bulle ns to determine procedures for prepara on of atypical returns.

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27. R Block

average Demand
Here's how R Block is used in Tax Preparer jobs:
  • Prepared and explained 40+ individual tax returns to clients Skills Used H&R Block, IRS tax return system, Excel
  • Achieved IRS tax return accreditation; complete 15 hours of education and all H&R block required skills hours annually.
  • Answered questions from customers who prepared tax returns at self-service site and troubleshot minor issues of H&R Block software.
  • Interview clients - prepare and process data for Federal tax returns, offer clients supplemental financial services of H & R Block
  • Participated in off-season instruction of advanced H&R Block's tax courses and implementation of new Window-based proprietary tax software.
  • Attended and completed Tax Preparation classes through Jackson Hewitt and H & R Block, currently have certificates from both companies.
  • Handled electronic filing of information from work papers using the H&R Block tax software to generate tax return.
  • Provide the ability to talk to client about their return with full confident of the H and R Block products.
  • Introduced each client to tax return extended warranty products and financial services offered by H & R Block affiliate companies.
  • Worked on all of tax returns be it personal or small business by utilizing H&R Block WINTPS software.
  • Worked with H&R Block preparing tax returns for individuals and businesses while taking care of my elderly mother.
  • Monitored all the prepared H&R Block tax returns for assigned district in accordance with company policy and procedure.
  • Prepared taxes and offer financial advice as well as assisted clients with loans from H&R Block Bank.
  • Prepared personal taxes for the state of Oregon and Federal under the direction of H & R Block franchise.
  • Utilized the H&R Block Online Research Center as well as IRS Publications to research complex tax issues.
  • Followed H&R Blocks protocol to compute taxes owed or overpaid, using adding machines and personal computers.
  • Prepared individual tax returns for small businesses and individuals using the current H&R Block TPS system.
  • Have taken more than 350 hours of tax preparation study during my time at H&R Block.
  • Plan event logistics, select site locations for tax talk events and current H&R Block promotions.
  • Recognized for successfully completing a California H&R Block Income Tax Course and receiving a high score.

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28. New Clients

average Demand
Here's how New Clients is used in Tax Preparer jobs:
  • Interviewed new clients, reviewed individual documentation and prepared tax return.
  • Build and maintained client bases, keeping current client plans up to date and recruiting new clients on an ongoing basis.
  • Prepare tax returns for 2016, manage team, obtain new clients, make calls, maintain an organized office
  • Solicited new clients by telephone, in addition to addressing incoming calls and answering tax related questions.
  • Completed an average of 7 tax returns in addition to meeting with new clients every hour.
  • Maintain office well organized, answer phone, send out mail, and greet new clients.
  • Provide exceptional customer service to existing and new clients, promoting client retention and building referrals.
  • Introduced new clients about the benefits that come with filing their taxes with our company.
  • Registered new clients with government and state websites to file tax forms and process payments.
  • Create business cards, postcards, and brochures to network business and generate new clients.
  • Provide assistance on the reception and assignment of new clients to an appropriate tax professional.
  • Conduct marketing to reach out to old clients and to draw in new clients.
  • Participate in outreach marketing activities on a regular basis to obtain prospective new clients.
  • Reviewed past tax filings for new clients and filed amended returns, as necessary.
  • Open Tax Site and address all voice mails for possible scheduling of new clients.
  • Gained an average of 25% of new clients per year through advertising.
  • Arranged new clients' folders, calculated service costs, and collected payments.
  • Serviced over 50 satisfied clients with recommendation of referrals for new clients.
  • Verified the new clients' cases to ensure tax information is accurate.
  • Focus on marketing and gaining new clients and retention of prior client-based.

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29. Refund Checks

average Demand
Here's how Refund Checks is used in Tax Preparer jobs:
  • Input various data into computer using advanced tax software while issuing tax refund checks upon verification of customer identity.
  • Provided excellent customer service.-Printed Rapid refund checks.-Provided answers to questions about Tax issues and refund information.
  • Prepared a variety of tax returns Sold company products to customers Distributed refund checks
  • Prepared individual income tax returns, distributed refund checks and answered telephone.
  • Generated and distributed refund checks.
  • Prepare and process refund checks and payments for clients in compliance with state and federal laws which resulted in increased revenue.
  • Assist manager with administrative functions such as scheduling staff, managing daily close out reporting, and preparing instant refund checks.
  • Update and Maintain customer payment made through check, Bank card, and wire transfer * Process and Distribute refund checks.
  • Maintain Records for customers * Issue Tax Refund checks to customer * Maintain customer database on Jackson Hewitt computer data base.
  • Received large sums of money, in the form of Tax Refund Checks, which were then distributed as required.
  • Performed general office duties, such as filing, answering phones, e-filing taxes, and printing tax refund checks.
  • Provided brilliant and professional income tax preparation services for individuals and small businesses, administered tax refund checks to clients.
  • Prepared tax returns, process tax refund checks and issued checks Kept office area clean Filing client data folders when needed
  • Job Description: Federal and State Tax Preparation, Data Entry, Supervised mail room in preparation for outgoing refund checks
  • Interview clients and prepare their state and federal income taxes, e-file them, print refund checks and call clients.
  • Maintain client records * Worked with clients to obtain maximum tax refund * Provide customer service * Print tax refund checks
  • Interviewed clients for individual and business tax preparations * Handling electronic transmission of tax returns * Management of clients refund checks
  • Prepare and file taxes for clients, issue refund checks, give tax return estimates, light clerical duties.
  • Managed office, issued and distributed refund checks, process cash and credit cards payments for tax preparation fees.
  • Answered phones, prepared tax returns, printed tax refund checks, transmitted returns for Processing, assisted customers

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30. Following Tax Code

low Demand
Here's how Following Tax Code is used in Tax Preparer jobs:
  • Prepared income tax return forms for individuals by following tax code.
  • Computed taxes owed by following tax codes.
  • Prepared and computed simple to complex taxes owed by following tax codes Uncovered potential deductions/credits and advised against potential tax liabilities
  • Computed taxes owed by following tax code Prepared or assisted in preparing tax returns for individuals and small businesses.
  • Tax Season Prepared tax returns using electronic filing software, Compute taxes owed by following tax code.
  • Tax Preparation Responsibilities included: - Compute taxes owed by following tax code.
  • Tax Season Only) Computed taxes owed by following tax code and uncovering potential deductions and credits.
  • Tax Professional Compute taxes owed by following tax code Prepare tax returns for individuals and small businesses Review financial records

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31. Customer Complaints

low Demand
Here's how Customer Complaints is used in Tax Preparer jobs:
  • Schedule appointments for the customers* Rapidly learn computer programs* Translate for primarily Spanish- speaking customers* Motivated to resolve any customer complaints
  • Resolved customer complaints to the satisfaction of customer and company, effectively diffusing emotionally charged situations.
  • Resolve customer complaints, Review financial records such as income statements and documentation of expenditures.
  • Reduced Customer complaints approximately 10% regarding individual income tax preparation.
  • Resolve customer complaints while using friendly and confidential customer service.
  • Provided excellent customer service which included resolving customer complaints.
  • Resolved customer complaints; balanced and deposited daily receipts.
  • Managed customer inquiries and resolved customer complaints.
  • Monitored customer volume and resolved customer complaints.
  • Manage customer complaints with integrity and compassion.
  • Scheduled employees, collected and approved time cards, handled customer complaints, collected money, opened and closed the office.
  • Handled customer complaints, made sure customer was satisfied with service, making sure to answer all customers questions or concerns.
  • Helped resolve customer complaints and issues in a manner that was beneficial both to the franchise owner and the customer.
  • Resolved customer complaints and requests for information regarding tax refunds, questions, and forms from the IRS.
  • Worked with co-workers to assist them with problematic returns, addressed customer issues and resolved customer complaints.
  • Respond to, resolve customer complaints, addressed any questions and concerns regarding IRS regulations and guidelines.
  • Assist with the supervision of the work office; resolve customer complaints, open and close office.
  • Resolve customer complaints, ensure the copy of a completed return is provided to the customer.
  • Resolved customer complaints, or referred situations to supervisor (as appropriate) for resolution.
  • Resolved customer complaints via telephone and in person, delivering excellent customer service each time.

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32. Maximum Benefit

low Demand
Here's how Maximum Benefit is used in Tax Preparer jobs:
  • Help taxpayers uncover potential deductions and credits ensuring that clients receive the maximum benefit permitted under the law of the government.
  • Prepared tax returns for both English and Spanish speaking clients, ensuring clients received the maximum benefit allowed under the law.
  • Ask detailed questions that ensure all potential deductions are listed for the maximum benefit of the client and their family.
  • Interviewed clients while examining financial records such as income statements, W2's and documented expenditures to ensure maximum benefit.
  • Use federal, state codes and determine if clients receive the maximum benefit permitted under the law of government.
  • Assisted individuals taxpayers using state, federal and local tax rules and help client to receive the maximum benefit.
  • Prepare federal, state and local codes ensuring the client receives the maximum benefit permitted under the law.
  • Interview clients and assess clients' need to complete tax return for his or her maximum benefits allowed.
  • Help tax payers by using their federal, state and local codes to determine clients receive maximum benefits.
  • Assisted lower income clients to file their tax returns using TaxWise and ensured they got maximum benefits.
  • Performed financial analysis of taxpayer and applied the best fitted law for maximum benefit to the client.
  • Use federal, state and local codes to identify the maximum benefit permitted under the law.
  • Review financial records / ensure clients receive maximum benefits permitted and advise against potential tax liabilities.
  • Excel in accurate data entry and proofreading to ensure that the client would receive maximum benefits.
  • Analyzed and applied federal, state, and local codes to receive the maximum benefit.
  • Review federal and state laws to ensure client receives maximum benefit permitted under state law.
  • Applied training and experience; enabling families to get maximum benefits and minimum tax liability.
  • Used federal, state, and local codes to ensure maximum benefit for client.
  • Helped taxpayers with federal, state and local codes to determine maximum benefits.
  • Aided taxpayers to receive the maximum benefit permitted under the law of government.

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33. Local Codes

low Demand
Here's how Local Codes is used in Tax Preparer jobs:
  • Helped taxpayers receive maximum return by using federal, state and local codes.
  • Assisted taxpayers by using their federal, state and local codes and consulted tax law handbooks.
  • Prepared simple to complex individual tax returns using federal, state and local codes.
  • Assisted taxpayers by applying their federal, state and local codes, ensuring maximum client benefits permitted by law.
  • Utilize federal, state, and local codes to ensure taxpayers receive maximum tax credits.
  • Helped taxpayers by using their federal, state and local codes and reviewed financial records

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34. Financial Situations

low Demand
Here's how Financial Situations is used in Tax Preparer jobs:
  • Interviewed customers to get a thorough understanding of financial situations.
  • Assist individuals in reducing taxation to avoid financial situations.
  • Provide tax recommendations based on client personal financial situations.
  • Prepare client tax returns; advised clients regarding tax consequences of various financial situations and current tax law.
  • Evaluate individual or family financial situations, provide tax planning advice, and introduce finance management tools.
  • Help clients decide when they should make changes in their financial situations to help save on taxes.
  • Reviewed client's financial situations to determine the most suitable way to prepare their taxes.
  • Help customers with any and all account information needed to better handle their financial situations.
  • Assess and interview clients to get an idea of their financial situations.
  • Prepared individual tax returns for clients with diverse personal and financial situations.
  • Interview clients to determine filing status along with their financial situations.
  • Prepare tax returns for people with various financial situations.
  • Conducted interviews with taxpayers to clarify financial situations and ensured that all allowable credits and deductions are claimed.
  • Prepared individual income tax returns for clients Gave advises relating to client's financial situations Introduced and offered bank products to customers

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35. Revenue Service

low Demand
Here's how Revenue Service is used in Tax Preparer jobs:
  • Prepare individual and professional tax forms and submit them electronically to Internal Revenue Service.
  • Maintained confidential information per guidelines of Internal Revenue Services.
  • Submitted claims electronically to Internal Revenue Service.
  • Certified Facilitator for Internal Revenue Service.
  • Provided assistance with clients undergoing audits with the Internal Revenue Service to prevent additional tax burden, penalties, and interest.
  • Prepared Federal and Wisconsin State income tax returns and filed returns with Internal Revenue Service and the Wisconsin Department of Revenue.
  • Maintain electronic tax records and receipts utilizing proper guidelines and regulations as set forth pursuant to Internal Revenue Service tax codes.
  • Prepare clients income tax returns, correctly, accurately, and provide important information associated with the Internal Revenue Service.
  • Achieved Enrolled Agent status with the Internal Revenue Service in 1989 and have to renew that certification to present day.
  • Worked in year round office during off season and helped client's with letters and notices from the Internal Revenue Service
  • Frequent face to face interaction with clients, the public, management, the Internal Revenue Service, among others.
  • Prepared personal income taxes to be filed with the Internal Revenue Service with a great deal of attention to detail.
  • Assisted with correspondence letters issued from Internal Revenue Service and State Departments of Revenue (Examples; MA and CA)
  • Processed customer's related information into IRS taxing system which may be approved by bank and the Internal Revenue Service.
  • Authorized by the Internal Revenue Service to prepare federal and state income tax returns for compensation in the United States.
  • Prepared Internal Revenue Service income tax returns for various clients, answered telephones, and managed other administrative tasks.
  • Prepared and filed over 500 returns without any records or notices from the Internal Revenue Service (IRS).
  • Ensured that customers qualified to claim earned income credit under the rules and regulation of the Internal Revenue Service.
  • Prepared tax returns that reflected each customer's correct deductions and credits as allowed by the Internal Revenue Service.
  • Assisted US Internal Revenue Service by providing free basic income tax return preparation to qualified individuals in local communities.

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36. Potential Tax Liabilities

low Demand
Here's how Potential Tax Liabilities is used in Tax Preparer jobs:
  • Identified potential deductions and credits and advised against potential tax liabilities.
  • Educate and advised customers against potential tax liabilities.
  • Advised against potential tax liabilities and unnecessary fines.
  • Ensured clients do not pay unnecessary taxes, advised against potential tax liabilities, and uncovered potential credits and deductions.
  • Prepared State and Federal Income tax Returns for Individuals as well as advised against potential tax liabilities.
  • Advise against potential tax liabilities, review financial records such as income statements and documentation of expenditures.
  • Search for potential tax-saving deductions and credits and advice taxpayers against potential tax liabilities.
  • Reviewed tax payer incomes and expenses record and advise clients on potential tax liabilities.
  • Consulted tax law handbooks for difficult tax returns and advised against potential tax liabilities.
  • Reviewed and verify past forms for accuracy and advise customer against potential tax liabilities.
  • Interviewed clients for financial situation, advice potential tax liabilities, and resolve customer complaints
  • Advised against potential tax liabilities to ensure clients do not pay unnecessary taxes.
  • Consulted and advised clients on potential tax liabilities and programs.
  • Advised clients of potential tax liabilities.
  • Advised on potential Tax Liabilities.
  • Uncover potential deductions and credits.Advise against potential tax liabilities.
  • Verify totals on past forms for accuracy Uncover potential deductions and credits, and advise against potential tax liabilities.
  • Advise against potential tax liabilities.Ensure clients do not pay unnecessary taxes.
  • Recommend additional products and services.Prepare tax returns using electronic filing software.Advise against potential tax liabilities.
  • Researched information for the clients Advised clients against potential tax liabilities Kept abreast of changing tax laws and codes

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37. Tax Services

low Demand
Here's how Tax Services is used in Tax Preparer jobs:
  • Provide analytically support to Capital Tax Services, internal management team including development of internal management reporting capabilities.
  • Provided quality tax services for low to moderate-income Americans and international students.
  • Sorted and organized materials communicated with business to promote tax services.
  • Responded to customer inquires regarding tax services and regulations.
  • Assisted customers in preparations and itemized tax services.
  • Handled telephone and walk-in prospects and customers inquiring about tax services; assisted in preparation of tax documents for clients.
  • Provide tax services for clients, including advising and aiding in the completion of paperwork for the 50 States.
  • Acted as the greeter & reviewer to check clients' documents and escort client to tax services site.
  • Provided free tax services to low income, elderly, disabled, and limited English speaking individuals.
  • Volunteered to prepare taxes for underprivileged resident of Glendale, CA who could not afford tax services.
  • Worked with the Volunteer Income Tax Assistance (VITA) Program which offered free tax services.
  • Responded to written and telephone requests for tax services, taxation instruments and tax-preferred retirement vehicles.
  • Promoted tax services to businesses and individuals, prepared and filed simple to complicated tax returns.
  • Extended tax services to clients in order to reduce amount overpaid payments or maximize their refund.
  • Helped prepare tax returns and provide reception services for a local provider of tax services.
  • Performed tax services for people who earn a household income of $65,000 or less.
  • Level One and Two Tax Preparation tasks for Liberty Tax Services in Vallejo, CA.
  • Provided tax services for individuals as well as more complex business owners and military personnel.
  • Deliver great customer services while performing tax services in compliance with laws and regulations.
  • Perform presentations to businesses, organizations, and professional meet ups on tax services.

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38. Thorough Picture

low Demand
Here's how Thorough Picture is used in Tax Preparer jobs:
  • Interviewed clients to get a thorough picture of financial situation to obtain maximum refund allowed by federal and state law.
  • Interview clients to get a thorough picture of financial situation and life changes that may affect tax situation.
  • Interview clients to get a thorough picture of financial situation to identify potential tax credits and liabilities.
  • Advise and make sure that clients have a thorough picture of their tax and financial situation.
  • Interview clients to get a thorough picture of financial situation and explained filing procedures.
  • Interviewed clients to get a thorough picture of their financial situation.
  • Interviewed clients to ensure thorough picture of financial situation.
  • Review financial records such as income statements and documentation of expenditures.Interview clients to get a thorough picture of financial situation.
  • Interview clients to get a thorough picture of financial situation Prepare tax returns using Lib Tax electronic filing software
  • Interview clients to get a thorough picture of financial situation.Verify totals on past forms for accuracy.
  • review events to get a thorough picture of financial situation.
  • TAX PREPARER IRS TAX PROFESSIONAL JANUARY 2015- PRESENT Interview clients to get a thorough picture of financial situation.

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39. W-2

low Demand
Here's how W-2 is used in Tax Preparer jobs:
  • Review financial records including W-2 forms and documentations of expenditures.
  • Resolved problems, analyzed W-2 forms, and other tax related documents for transmittal to IRS and State offices for compliance.
  • Prepared basic taxes to advance taxes including W-2s, Retirement, Schedule Cs, organized folders and made appointment calls when necessary
  • Reviewed financial records from clients that included W-2s, 1099 statements, and other documentation to determine taxes owed or overpaid.
  • Interviewed clients and gathered personal financial information from them including W-2's, 1099 Forms, itemized deductions lists, etc.
  • Interviewed the customer and keyed the information gather from the customer, the W-2 form and other documents in the system.
  • Assisted clients in tax preparations including: W-2's, 1040's, and acquiring proper paperwork for the most beneficial return
  • Maintained confidential information, such as pay stubs, w-2's, social security numbers and copies of customers identification card.
  • Review financial records such as W-2 forms, 1099 Mics., and year to date income and expenses spread sheet.
  • Prepared weekly client payrolls and quarterly 941 tax filings in QuickBooks Prepared year end W-2 statements and processed individual tax returns
  • Prepared payroll for approximately 30 clients, prepared year-end payroll processing, W-2s, quarterly payroll taxes and sales taxes.
  • Maintained confidential information from taxpayers such as social security cards, identification cards, W-2's, and 1099 misc.
  • Handled all confidential documents such as: 1099 forms of mutual funds, stocks and bonds, w-2 information forms.
  • Entered income and expense information from clients' W-2s, 1099s and other tax documents into TaxWise Tax software.
  • Position involved filing basic w-2 returns, returns involving EIC, schedules A-E, as well as ITIN applications.
  • Reviewed client financial records, such as prior tax return forms, income statements, W-2's, etc.
  • Prepared tax returns that varied in level of difficulty, from a regular W-2 job to self-employment and rentals.
  • Prepared, maintained and organized tax documents such as: W-2 forms and 1040 forms during tax season.
  • Reviewed financial records such as W-2's and 1099s to determine the forms needed to prepare tax returns.
  • Prepared customers taxes with w-2 forms, made sure all my customers were getting great quality work.

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40. Vita

low Demand
Here's how Vita is used in Tax Preparer jobs:
  • Obtained individual income taxation proficiency certifications before preparing tax returns for the local IRS VITA program participants.
  • Achieved and maintained my Registrar of Vital Statistics and Certified Municipal Clerk certification.
  • Completed required training hours prior to obtaining VITA/TCE certifications in all required areas
  • Certified as an IRS-VITA tax prepare at the intermediate level by reviewing Internal Revenue Code and proficiently using Tax Wise software.
  • Recruited as a Tax Preparation volunteer as part of the IRS VITA program to provide income tax preparation for low-income individuals.
  • Volunteer for VITA an IRS program designed to help low and moderate-income taxpayers complete their annual tax returns at no cost.
  • Certified at all levels offered for VITA - basic, advance, health savings account, and cancellation of debt.
  • Participated in coordination of the Brooklyn College VITA program that prepared over 3,000 tax returns for the 2012 filing season.
  • Gained VITA Basic and Advanced certification through IRS training courses and passed the IRS basic and advanced certification exams.
  • Provided on-site review of all tax returns completed by volunteers at the VITA site and resolved IRS rejected returns.
  • Received Recognition Award from IRS for public service in the local community through SPEC, VITA, and TCE.
  • Succeeded in VITA/TCE Certification tests to provide quality tax preparation and financial service for clients from Twin Cities area.
  • Conducted and participated in the training program for the VITA Section and directly supervised and trained 13 Marines.
  • Responded to a variety of tax law questions based on customer inquiry and VITA Scope of Work.
  • Renegotiated cost of vital records for funeral homes, resulting in an annual increase to municipal funds.
  • Pass IRS certified VITA/TCE test, certifying at the Advanced, Military, and health saving account.
  • Worked as a volunteer at NCC during tax season in a VITA program offered by the IRS.
  • Attended a two week training class required by VITA to learn the proper procedures for preparing taxes.
  • File both basic and advance tax returns for the lower class as part of the VITA program.
  • Recognized as the outstanding public service contributor through the SPEC, VITA, and TCE programs.

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41. Client Information

low Demand
Here's how Client Information is used in Tax Preparer jobs:
  • Transformed tax-related client information into an organized individual tax return through the use of computer software and researched information.
  • Protect the confidentiality of sensitive client information by ensuring data integrity and consistency across all data and filing systems.
  • Updated all customer information, maintained files by alphabetical order and also handle confidential client information.
  • Gather client information to ensure accuracy and completeness of filings, upholding professional and ethical standards.
  • Updated computer database files with confidential client information using Microsoft Excel, Firefox and I-contact applications.
  • Validated that all client information was accurate & documented to ensure returns were completed efficiently.
  • Performed general office duties and administrative tasks including client information filing and office supply replenishment.
  • Supervised and trained census team members in conducting interviews and recording confidential client information.
  • Reviewed returns against previous years to identify potential discrepancies or missing client information.
  • Served over a hundred clients by maintaining their confidentiality of sensitive client information.
  • Gathered detailed client information in order to prepare individual and business tax returns.
  • Communicated with clients, reviewed and requested additional client information and documents.
  • Maintained client database and organized records and client information sheets annually.
  • Obtain & accurately enter all pertinent client information into proprietary software.
  • Managed confidential client information and handled cash accounting of active customers.
  • Arranged appointments, filed confidential client information and maintained office databases.
  • Utilized QuickBooks to update client information and generate year-end statements.
  • Improved customer satisfaction by implementing safety measures protecting client information.
  • Perform client registration and input client information into computer system.
  • Required confidentiality of sensitive client information and organization skills.

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42. Additional Products

low Demand
Here's how Additional Products is used in Tax Preparer jobs:
  • Prepare tax returns using electronic filing software and recommend additional products and services.
  • Resolved customer complaints and recommend additional products and services when necessary.
  • Recommended additional products and services to ensure individual maximized all options.
  • Generated business growth by offering additional products and services.
  • Recommended additional products or services.
  • Trained and certified to prepare tax returns with varying complexity and offer additional products through preparation process.
  • Prepare individual federal and state income taxes and offer additional products and services to benefit the client.
  • Consult tax law handbooks or bullets for especially difficult tax returns Recommend additional products and services.
  • Communicated and sold additional products and services to clients to assist them with their financial futures.
  • Answer questions pertaining to tax code and recommend additional products and services as relevant.
  • Consult tax law handbooks, resolved customer complaints, recommended additional products and services.
  • Resolved customer complaints, as well as, recommended additional products and services.
  • Offer additional products and services from H&R Block after each interview.
  • Recommend additional products and services: Obama Care, life insurance and Public notary
  • Prepare accurate tax returns Provide additional products or services which the company offers
  • Prepared individual tax returns, sold additional products, and collected payments.
  • Offered additional products and services per H&R Block guidelines.
  • Recommend additional products and services, and calculate preparation fees.
  • Consult and complete client tax returns using electronic filing Recommend additional products and services
  • Resolve costumer complaints Recommended additional products and services.

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43. Unnecessary Taxes

low Demand
Here's how Unnecessary Taxes is used in Tax Preparer jobs:
  • Prepared tax returns for clients, ensuring clients did not pay unnecessary taxes and calculated fees.
  • Uncovered potential deductions and credits, to ensure that clients don't pay unnecessary taxes.
  • Ensured clients did not pay unnecessary taxes by verifying information on past forms for accuracy.
  • Review taxpayer's financial records and advise client against tax liabilities or unnecessary taxes.
  • Advised clients of avoiding tax liabilities and paying unnecessary taxes within the tax codes.
  • Review and audit client returns ensuring clients do not pay unnecessary taxes.
  • Make sure the client pays no unnecessary taxes.
  • Ensured that clients do not pay unnecessary taxes.
  • Ensured they didn't pay any unnecessary taxes.
  • Ensured clients did not pay unnecessary taxes.
  • Prepare tax returns for individuals utilizing appropriate adjustments, deductions and credits to ensurethat clients did not pay unnecessary taxes.
  • Calculated how much taxes individuals owed and made certain that they did not pay unnecessary taxes.

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44. Due Diligence

low Demand
Here's how Due Diligence is used in Tax Preparer jobs:
  • Used due diligence, determined appropriateness of documentation, entered information on computer software, and tracked information electronically.
  • Reviewed tax documents and interviewed clients utilizing due diligence to obtain information necessary to process accurate tax returns.
  • Use due diligence in questioning procedure to assure accuracy of disseminated information.
  • Practiced due diligence by maintaining appropriate documentation.
  • Exercised due diligence with documentation.
  • Handled customer's confidential information and prepared returns with due diligence, handled phone calls with proper phone etiquette, made appointments
  • Assisted with tax due diligence on behalf of the quarterly commercial rent tax and quarterly sales tax for all subsidiaries.
  • Practice due diligence methods on proprietary software in accordance to the requirements of the IRS, state and local governments.
  • Prepared taxes of individuals, Entered data into computer system, Explained tax laws, Accepted payments, Practiced due diligence
  • Provide due diligence on tax returns, and made sure all information provided by clients was protected and confidential.
  • Interviewed clients, questioned claims (due diligence), and prepared Federal and State returns using corporate software.
  • Prepare customers taxes* Provide due diligence with every return* Give the highest level of customer service and support* 15/20 hrs/week
  • Researched applicable tax laws, credits, and deductions to ensure due diligence and minimize tax liability.
  • Advised customers of their rights and responsibilities as taxpayers, also exercised due diligence during tax interviews.
  • Exercised due diligence and advised every customer of his or her rights and responsibilities as a taxpayer.
  • Practiced due diligence, protected of employee information, organized files, entered data, answered phones.
  • Exercised Due Diligence in preparing or assisting in the preparation of tax returns and claims for refunds.
  • Direct Contact with clients, answering tax questions and compliance with the government due diligence programs.
  • Passed the IRS Due diligence Certification and applied them during the time of processing individual taxation.
  • Prepare clients tax returns in an efficient and accurate manner, while practicing due diligence.

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45. Clients Taxes

low Demand
Here's how Clients Taxes is used in Tax Preparer jobs:
  • Prepared each clients taxes professionally and confidential Reduced time and costs and increased efficiency by introducing new accounting procedures.
  • Input of data in to the system in order to process clients taxes for refunds or balance due to the IRS.
  • Assist in advising clients of all appropriate adjustments, deductions, and credits to keep clients taxes to minimum.
  • Prepare clients taxes, filing, faxing, coping papers, and help clients with taxes questions and problems.
  • Calculated clients taxes, assisted them with any questions or concerns, and generated and cashed clients checks.
  • Prepared clients taxes, customer service, answer phones, e file, file, fax.
  • Prepare Clients taxes and submit them to the IRS for inspection and completion of tax liability.
  • Prepared clients taxes, placed phone calls to clients, customer service follow-ups, and filing.
  • Prepare clients taxes and keep update on all clients for returns for the following year.
  • Prepared clients taxes using appropriate form, answered tax related questions, submitted clients taxes
  • Prepare and file clients taxes, answer incoming calls, and make follow-up calls.
  • Prepared clients taxes with software packages that were updated on a yearly basis.
  • Adhered to all policies and procedures to keep clients taxes to a minimum.
  • Prepare clients taxes, answer phones, light filing, and issue checks
  • Prepared clients taxes and sent them to the IRS by electronic filling.
  • Set Appointments, Preparing clients taxes for current and next tax season.
  • Executed daily operations of seeking new clients and preparing clients taxes.
  • Prepare clients taxes be able to help them with their paperwork.
  • Prepared clients taxes federal and state in Indiana and Illinois.
  • File clients taxes over the phone or in person.

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46. Personal Information

low Demand
Here's how Personal Information is used in Tax Preparer jobs:
  • Evaluate and authorize customers personal information for loan processing, and prepare personal income tax documents and responsible for clerical responsibilities
  • Interviewed clients to obtain personal information, accurately recorded data, validated calculations, and explained income tax rules.
  • Handle highly confidential information in a fast paced environment, including personal information and financial data.
  • Interviewed clients to gather personal information to fully understand their financial condition and tax-saving opportunities.
  • Collected client personal information to develop profile and enter into company database for tax preparation.
  • Advised clients about maximizing refunds based on tax documentation and personal information provided.
  • Communicate with clients about personal information to ensure tax return is complete accurately.
  • Maintained client personal information for client records using various Microsoft word applications.
  • Reviewed financial records and personal information then correctly entered information into computer.
  • Entrusted to maintain client confidentiality while working with privileged and personal information.
  • Screen clients for eligibility by reviewing confidential tax and personal information.
  • Job duties include analyzing personal information to properly complete tax documents.
  • Maintained client confidentiality when inquiring about wages and other personal information.
  • Recorded & evaluated personal information to determine income tax status.
  • Entered Personal information into computer and processed income tax forms.
  • Secured customer personal information and prevented potential tax fraud.
  • Maintained strict confidentiality and discretion when handling personal information.
  • Followed proper office procedure when handling sensitive personal information.
  • Organized client files and handled sensitive personal information.
  • Entered financial and personal information into computer systems.

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47. CPA

low Demand
Here's how CPA is used in Tax Preparer jobs:
  • Completed education requirements for CPA license.
  • Conferred and assisted CPA departmentally.
  • Organize and prepare personal and business returns, tracked depreciation, communication with CPA's and clients, update clients EOY QuickBooks
  • Provide customer service Prepare taxes for students and faculty Utilize TurboTax to file taxes and supervised by certified CPA LEADERSHIP:
  • Tax review of prior year return(s) (they were usually prepared by an outside CPA firm).
  • Worked directly with the franchise owner (CPA) in preparing summary reports of franchise location performance and YOY analysis.
  • Prepare and review tax returns that vary in complexity while filling out reconciling papers to be used by CPA.
  • Prepared individual and corporate tax returns under the supervision of CPA's during 2011 and 2014 during tax seasons.
  • Worked at CPA firm to assemble and process tax returns Organized client tax documents for CPA work paper files
  • Learned to use Drake tax software to do job responsibilities, with no complaints from the office CPA.
  • Prepare and review Federal and State income taxes for individuals and businesses under the supervision of a CPA.
  • Maintained accurate accounting records for 15 to 30 companies a month under the supervision of a CPA.
  • Allowed CPA firm in Maine to thrive during a busy tax season due to my off-site work.
  • Assembled tax returns and assisted in tax planning for high net-worth individuals at a local CPA firm
  • Enter all general tax information in the system for CPA's, Handled confidential information.
  • Hired as an intern at CPAX, subsidiary of Stone, Rudolph & Henry.
  • Entered tax data into a tax program, for further review by the CPA.
  • Prepared the company s tax return draft for CPA s review Skills Used Accounting Tax
  • Consulted with CPA and other staff members to verify accurate interpretation of tax rules.
  • Work under CPA who is setting up to do bookkeeping during tax off season.

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48. Bank Deposits

low Demand
Here's how Bank Deposits is used in Tax Preparer jobs:
  • Conducted daily closing including balancing cash register and preparing bank deposits.
  • Conducted daily accounting reporting requirements and oversaw bank deposits.
  • Prepared and submitted nightly bank deposits
  • Prepared taxes for individuals, answered the telephone, opened and closed the computers and register, and made bank deposits.
  • Scheduled appointments, maintain client records, filing, bank deposits, petty cash, collect payments, purchased supplies.
  • Processed accounts payable, reconciled accounts receivable, prepared bank deposits, prepared weekly payroll and individual income tax returns.
  • Prepared taxes, made bank deposits, scheduled employees to work opened and closed office, trained employees as well.
  • Prepared personal income taxes for 183 clients * Managed the kiosk, maintained office schedule, reconciled bank deposits
  • Managed front desk administrative duties, answered phones, filed, handled cash, and prepared bank deposits.
  • Prepared taxes for clients* Made bank deposits* Opened and closed the office* General office duties* Light management duties
  • Collected payments (cash, checks, and credit cards), daily balances and bank deposits.
  • Answer phones, schedule appointments, make bank deposits, file paperwork, print return checks.
  • Recorded in Excel; bank deposits, balanced petty cash, and client identification for accuracy.
  • Completed daily office opening & closing duties including cash reconciliation, bank deposits, verifying I.R.S.
  • Assisted with budget preparations, managed accounts, bank deposits, ledgers and payment submissions.
  • Assisted customers with owed and over paid taxes, and handled fess and bank deposits.
  • Prepare Taxes, Balance Cash Drawer, Customer Service, Daily bank deposits, Reconciling
  • Reconcile each month sales with each month's bank deposits in excel work sheet.
  • Answered phones, make appointments, simple tax returns, bank deposits, customer service
  • Prepared and printed all Income tax checks, bank deposits, and record keeping.

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49. Client Queries

low Demand
Here's how Client Queries is used in Tax Preparer jobs:
  • Responded to client queries on tax laws and other matters; scheduled appointments, and drafted correspondence to IRS as warranted.
  • Detailed knowledge of legal and clerical procedures and transcription, answer client queries regarding tax codes and appropriate deductions.
  • Use appropriate resources to address complex tax returns and advice client queries.
  • Conducted research and answered client queries on deductions and tax codes.
  • Answer client queries regarding appropriate deductions and federal and state issues.
  • Answered client queries regarding tax codes and researched various tax matters.
  • Answered client queries regarding tax codes and appropriate deductions.
  • Answered client queries regarding tax.
  • Answer client queries regarding their tax filing positions, assess potential risks, and assist clients to prepare for audits.
  • Calculate sales tax returns and depreciation for various tax reports Answer client queries regarding tax codes and appropriate deductions.
  • Prepared personal income tax returns, answered client queries, and filed IRS forms in a timely manner.
  • Tax codes and Responsible for preparing personal tax returns and amendments Assist clients with tax issues Answer client queries regarding appropriate deductions
  • Answered client queries regarding tax codes and appropriate deductions, performed e-filing tasks per Schedule ?Posting journal entries ?Processing payroll

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20 Most Common Skill for a Tax Preparer

Income Tax Returns35.7%
Difficult Tax Returns21.9%
Financial Statements6.6%
Customer Service4.9%
Small Business4.8%
IRS4.1%
Deductible Expenses2.9%
Data Entry2.6%

Typical Skill-Sets Required For A Tax Preparer

RankSkillPercentage of ResumesPercentage
1
1
Income Tax Returns
Income Tax Returns
31.3%
31.3%
2
2
Difficult Tax Returns
Difficult Tax Returns
19.2%
19.2%
3
3
Financial Statements
Financial Statements
5.8%
5.8%
4
4
Customer Service
Customer Service
4.3%
4.3%
5
5
Small Business
Small Business
4.2%
4.2%
6
6
IRS
IRS
3.6%
3.6%
7
7
Deductible Expenses
Deductible Expenses
2.6%
2.6%
8
8
Data Entry
Data Entry
2.2%
2.2%
9
9
Additional Information
Additional Information
2%
2%
10
10
Computer Hardware
Computer Hardware
1.4%
1.4%
11
11
Tax Payers
Tax Payers
1.4%
1.4%
12
12
Tax Form Instructions
Tax Form Instructions
1.3%
1.3%
13
13
Tax Tables
Tax Tables
1.2%
1.2%
14
14
Tax Season
Tax Season
1.2%
1.2%
15
15
Appropriate Adjustments
Appropriate Adjustments
1.1%
1.1%
16
16
Tax Preparation Software
Tax Preparation Software
1.1%
1.1%
17
17
Form Preparation Fees
Form Preparation Fees
1.1%
1.1%
18
18
Detect Errors
Detect Errors
1%
1%
19
19
Data Input
Data Input
0.8%
0.8%
20
20
Complete Entries
Complete Entries
0.8%
0.8%
21
21
Sufficient Information
Sufficient Information
0.8%
0.8%
22
22
Phone Calls
Phone Calls
0.7%
0.7%
23
23
Tax Form Completion
Tax Form Completion
0.7%
0.7%
24
24
Scheduling Appointments
Scheduling Appointments
0.7%
0.7%
25
25
Quickbooks
Quickbooks
0.7%
0.7%
26
26
Atypical Returns
Atypical Returns
0.6%
0.6%
27
27
R Block
R Block
0.5%
0.5%
28
28
New Clients
New Clients
0.5%
0.5%
29
29
Refund Checks
Refund Checks
0.5%
0.5%
30
30
Following Tax Code
Following Tax Code
0.5%
0.5%
31
31
Customer Complaints
Customer Complaints
0.5%
0.5%
32
32
Maximum Benefit
Maximum Benefit
0.4%
0.4%
33
33
Local Codes
Local Codes
0.4%
0.4%
34
34
Financial Situations
Financial Situations
0.4%
0.4%
35
35
Revenue Service
Revenue Service
0.4%
0.4%
36
36
Potential Tax Liabilities
Potential Tax Liabilities
0.4%
0.4%
37
37
Tax Services
Tax Services
0.3%
0.3%
38
38
Thorough Picture
Thorough Picture
0.3%
0.3%
39
39
W-2
W-2
0.3%
0.3%
40
40
Vita
Vita
0.3%
0.3%
41
41
Client Information
Client Information
0.3%
0.3%
42
42
Additional Products
Additional Products
0.3%
0.3%
43
43
Unnecessary Taxes
Unnecessary Taxes
0.3%
0.3%
44
44
Due Diligence
Due Diligence
0.3%
0.3%
45
45
Clients Taxes
Clients Taxes
0.3%
0.3%
46
46
Personal Information
Personal Information
0.3%
0.3%
47
47
CPA
CPA
0.2%
0.2%
48
48
Bank Deposits
Bank Deposits
0.2%
0.2%
49
49
Client Queries
Client Queries
0.2%
0.2%

13,217 Tax Preparer Jobs

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