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Top 38 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, 39.6% of Tax Preparer resumes contained Tax Returns as a skill. Let's find out what skills a Tax Preparer actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Tax Preparer

1. Tax Returns
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high Demand
Here's how Tax Returns is used in Tax Preparer jobs:
  • Prepared individual income tax returns.
  • Prepared individual and small business tax returns; performed accounting, cash flow management and bookkeeping services for small business clients
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Provided free tax assistance for low income families who need assistance preparing their state and federal tax returns.
  • Prepare federal, state, but not limited to local tax returns for individuals and businesses.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Insured that clients' tax returns were completed accurately based on current tax laws.
  • Prepared individual (1040) and estate and trust (1041) tax returns.
  • Reviewed financial records such as prior tax returns, income statements, receipts.
  • Prepare income tax returns for individuals, small businesses, partnerships and corporations.
  • Completed tax returns based on client consultations and annual tax documents.
  • Prepared and reviewed Federal and NY State tax returns for individuals.
  • Prepare or assist in preparing simple tax returns for individuals.
  • Calculate sales tax returns and depreciation for various tax reports.
  • Organize and help in preparing simple to complex tax returns.
  • Prepare individual income tax returns for clients during tax season.
  • Prepare tax Returns for individuals or small businesses.
  • Prepared 2,500 complex state tax returns.
  • Prepared tax returns for individual taxpayers.
  • Prepare individual income tax returns for filing Informed clients of tax options and fees Continuously researched tax laws to better serve customers

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1,129 Tax Returns Jobs

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2. Financial Statements
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high Demand
Here's how Financial Statements is used in Tax Preparer jobs:
  • Developed and analyzed financial statements for various clients to offer insight into increased profitability.
  • Prepared general ledgers, financial statements, and periodic financial analysis.
  • Attained and reviewed financial statements in complete confidentiality.
  • Prepare individual tax returns and financial statements * Some work with business tax returns * Reconcile personal and business accounts.
  • Ensured all taxes, financial statements, and reports are prepared and filed according to federal guidelines.
  • Work with excel for working papers, trial balance, financial statements, account & Bank Reconciliation.
  • Review financial statements (Profit & Loss and Balance Sheet), specifically for tax preparation.
  • Utilized Microsoft Excel and CCH ProSystems to reconcile and analyze trust accounts, prepared financial statements.
  • Adjusted expense and liability journal entries for proper recognition of month end financial statements.
  • Handled accounting, payrolls and preparation of financial statements for French and US clients.
  • Reconciled bank statements to clients' books and prepared financial statements from client documents.
  • Prepared taxes and financial statements for individuals, ranchers and businesses.
  • Reviewed and analyzed financial statements, & communicated with clients.
  • Generated monthly financial statements for 60 accounts.
  • Fill out forms and review financial statements.
  • Help with audits and assemble financial statements.
  • Used QuickBooks to produce financial statements.
  • Worked directly with clients and business owners creating financial statements, journal entries, and inputing financial data.
  • Prepared individual and corporate tax returns, financial statements, payrolls and related payroll tax returns.
  • Journalized invoice entries into Peachtree on daily basis to ensure proper preparation of financial statements.

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16 Financial Statements Jobs

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3. Taxable Income
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high Demand
Here's how Taxable Income is used in Tax Preparer jobs:
  • Conduct thorough interview to determine filing status and any additional information on taxable income and deductible expenses and allowances.
  • Gathered additional information on taxable income and deductible expenses and allowances by interviewing and collaborating with clients.
  • Interviewed client to obtain additional information on taxable income and deductible expenses and allowances.
  • Interviewed clients to obtain additional information on taxable income.
  • Computed taxes owed or overpaid, using calculators or personal computers, information on taxable income and deductible expenses and allowances.
  • Review and prepare monthly balance sheet & general ledger accounts on taxable income and deductible expenses and allowances.
  • Conduct interview to clients to get additional information for taxable income, deductible expenses, and allowances.
  • Give updated information on taxable income, deductible expenses, and allowances to retrieve a higher return.
  • Interacted with clients to compound pertain information for increasing their taxable income following IRS guidelines.
  • Interviewed and assisted tax payees in order to obtain additional information on taxable income.
  • Help clients to understand information about deductible expenses, taxable income, and allowances.
  • Help individuals to understand and obtain information on taxable income and deducted expenses.
  • Interviewed clients to obtain full disclosure of taxable income and deductible expenses.
  • Obtain clients information on taxable income and deductible expenses.
  • Interviewed clients to obtain information on taxable income, deductible expenses and allowances Prepared tax returns for individuals and small business clients
  • Interviewed eligible taxpayers to obtain information about taxable income, qualified deductions and credits, provide tax saving advice.
  • Prepared federal and state income tax returns * Provided tax advice regarding taxable income and deductible expenses
  • Interviewed clients in order to obtain information in regards to additional taxable income allowances and deductions.
  • Tax Preparers Interviewed individual clients and business owners regarding taxable income and deductible expenses and allowances.
  • Updated and reconciled book income to taxable income using Quickbook..

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9 Taxable Income Jobs

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4. Customer Service
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high Demand
Here's how Customer Service is used in Tax Preparer jobs:
  • Deliver exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
  • Supervised and coordinated activities of workers engaged in customer service activities.
  • Ensured professional customer service by addressing customer concerns, demonstrating empathy, and resolving problems on the spot.
  • Answer phones, answer questions, prepare tax returns, provide excellent customer service
  • Performed general customer service, handled data entry and answered related tax questions.
  • Provided excellent customer service to over 200 clients on a day-to-day basis.
  • Prepare tax returns, customer service, answer phone, print checks
  • Provided exceptional customer service and tax knowledge to clients.
  • Provided good customer service and answered clients' questions.
  • Supported customer service, sales and negotiations functions.
  • Provided efficient customer service to clients.
  • Received recognitions for exceptional customer service and accuracy in tax preparation.
  • Ensured complete clients satisfaction through exceptional customer service.
  • Tax Season 2015 Prepared individual tax returns with esteemed customer service, provided with additional training in corporate and partnership returns.
  • Tax preparation of individual tax returns for state and federal Customer Service in person and over the phone
  • Specialized in Marketing Specialized in E Filing Above-average customer service
  • Prepared Taxes Customer Service Keep Office Clean
  • Provided Excellent Customer Service Prepared Individual Tax Returns Back up Receptionist
  • Prepare Tax Returns Process Return to IRS Customer Service Marketing

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29 Customer Service Jobs

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5. Business Development
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high Demand
Here's how Business Development is used in Tax Preparer jobs:
  • Manage daily operations of income tax preparation service to include business development and revenue / expenditure accounting.
  • Prepared federal and state tax returns and amended tax returns * Participated in business development initiatives
  • Participated in business development activities to strengthen community relations for marketing and publicity purposes.
  • Assisted General Partners to formulate strategies plans while implementing a business development infrastructure.
  • Provide customer service for enhanced business development and account management.
  • Performed business development, constantly increasing total client base.
  • Assisted in business development and expanding client base by promoting products and services especially clients with a language barrier.
  • Prepared tax returns Planned and executed special events for business development
  • Coached newly hired tax preparers on business development process.
  • Manage office, tax preparation, cold calls, business development, client advisoryTrain and oversee other agents

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7 Business Development Jobs

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6. IRS
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high Demand
Here's how IRS is used in Tax Preparer jobs:
  • Greeted clients, answered phones, filed client records, prepared personal and business income taxes and filed taxes with IRS
  • Receive tax information from customers and prepare their taxes per the rules established by the department of IRS
  • Analyzed client's financial documents and prepared individual income tax returns by utilizing IRS tax service system.
  • Meet IRS deadlines and communicated with client to obtain documentation necessary to complete returns.
  • Organized and filed over 30 individual tax returns and received IRS issued certificate.
  • Prepare taxes for clients based on current IRS rules and regulations.
  • Consult IRS website to determine procedures for preparation of atypical returns.
  • Provided high quality assistance to all taxpayers by using IRS-provided software.
  • Tax research and assist client with IRS inquiries to resolve issues.
  • Completed amends and IRS correspondence on behalf of clients.
  • Verified tax information to meet the IRS requirements.
  • Followed IRS and company policy and procedures.
  • Prepared tax returns using IRS provided software.
  • Analyzed IRS notices and draft responses for clients
  • Called the IRS to find out the status of clients refunds.
  • Completed IRS Volunteer Tax Preparer certification tests.
  • Completed tax trainings and passed advanced tests required by IRS to be a qualified Tax Counselor.
  • Prepare taxes for customers for the 2016 tax season and file them with the IRS Oracle
  • Recognized as Rookie of the Year for displaying excellence as a first year tax preparer.
  • Attained Registered Tax Return Preparer status with IRS

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252 IRS Jobs

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7. Data Entry
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high Demand
Here's how Data Entry is used in Tax Preparer jobs:
  • Conducted interviews with individuals for data entry.
  • Performed daily office functions such as operate cash registers for payment, filing records, and data entry.
  • Prepare Personal Income Taxes for customers, answer calls, data entry, Customer Service.
  • Provided Tax Service for clients of the High Desert, data entry, customer service.
  • Light data entry, prepared taxes and gave clients checks.
  • Checked data entry on forms to ensure accuracy of information.
  • Perform data entry of taxes following tax forms instructions.
  • Performed validating data entry input and tools on forms.
  • Handled customer complaints and concerns and data entry.
  • Performed data entry on various tax forms.
  • Process majority of data entry for firm.
  • Completed data entry and basic accounting services.
  • Answered phones, Scheduled appointments, Data entry Accurately prepared and filed past and present tax returns.
  • Answered multi line telephones, scheduled appointments, and data entry.
  • Process tax returns/Customer Service/Data Entry Review income tax information and submit information to IRS Train associates on system
  • Answered calls Data entry & Filing Prepared taxes
  • Prepare and E-file clients taxes data entry answer phones greet people as the walk in the door
  • Prepared Individual and Business Tax Returns Ensured excellent customer service Scheduled appointments Follow up calls made Data Entry Administrative Assistant
  • Tax Preparer since 2000 Key Contributions: Electronic Filing Verify Identification and Citizenship Process Refunds Data entry and filing
  • Prepare and amend tax for clients Answer Multi Phone Line Restructure filing system File documents Data Entry Copy / fax documents

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4 Data Entry Jobs

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8. Deductible Expenses
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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.
  • Created client questionnaire to effectively obtain all relevant information on taxable income, deductible expenses, allowances, and credit eligibility.
  • 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.
  • 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.
  • Set appointments to consults clients to obtain information on deductible expenses, taxable income, and allowances.
  • Interacted with clients to obtain information on taxable as well as deductible expenses and allowances.
  • Interviewed clients, gathering accurate information about taxable income, deductible expenses and allowances.
  • Use all appropriate adjustments, deductions on taxable income and deductible expenses and allowances.
  • Interview clients to determine taxable income, deductible expenses, tax credits, etc.
  • Discussed the pertinent requirements based on their taxable income and deductible expenses.
  • Interviewed clients regarding deductible expenses, allowances, and taxable income.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses.http://www.careerplanner.com/DOT-Job-Descriptions/TAX-PREPARER.cfm Kept records of financial transactions for establishments,
  • Prepare income tax return forms for individuals Obtain additional information on taxable income, deductible expenses and allowances
  • Prevented fraudulent activity through interviewing clients to validate income level and deductible expenses.
  • Advised and educated clients on optimizing W-4 withholdings, deductible expenses, taxable income and a wide range of allowances.
  • Identify taxable income, deductible expenses, and allowances Notate, document and scan all information used
  • Interviewed all clients obtaining the require information on taxable income and deductible expenses and allowances.

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2 Deductible Expenses Jobs

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9. Additional Information
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high Demand
Here's how Additional Information is used in Tax Preparer jobs:
  • Contacted customers for additional information, to insure accurate completion of tax returns.
  • Communicate with clients to obtain necessary additional information provide advice.
  • Interview clients to obtain additional information for maximum customer support.
  • Interview clients to obtain additional information.
  • Check files daily and contacts customers for additional information, as necessary, to insure accurate completion of tax returns.
  • Conducted daily theory checks and contact client for additional information when necessary to ensure accurate completion of tax returns.
  • Follow up with customers for additional information, as necessary, to insure accurate completion of tax returns.
  • Prepared federal and state local income taxes, Answer phones, Interviewed clients to obtain additional information.
  • Make outbound calls for the purpose of obtaining additional information to complete the tax return filing process.
  • Conducted one on one interviews with taxpayers to seek additional information I needed for their returns.
  • Interviewed clients during tax filling to obtain additional information to complete the tax return.
  • Interview client for any additional information pertinent to their finances for the previous year.
  • Review all of client's tax documentation and additional information for tax credits.
  • Contacted the clients for additional information as needed at the fast manner.
  • Interviewed clients to obtain any additional information and prepare tax returns.
  • Notified customer if TRS has questions or additional information is needed.
  • Interviewed clients to obtain additional information on tax returns.
  • Interview clients to obtain additional information on taxable income Assist in preparing simple to complex tax returns for individuals or small businesses
  • Enter financial data in Quickbooks desktop, reconcile bank accounts and follow up with clients on additional information required.
  • Prepare tax returns for elderly and low income individuals Interview clients to obtain additional information on taxable income/deductible Utilized ProSeries Tax Software

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1 Additional Information Jobs

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10. Computer Hardware
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high Demand
Here's how Computer Hardware is used in Tax Preparer jobs:
  • Installed and maintained computer hardware and software for all offices in district.
  • Maintain computer hardware and software.

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11. Appropriate Adjustments
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high Demand
Here's how Appropriate Adjustments is used in Tax Preparer jobs:
  • Review financial record and use all appropriate adjustments, deductions, and credits to keep client's taxes to a minimum.
  • Calculated appropriate adjustments, deductions, and credits taking into account a client's situation to reduce taxes to a minimum.
  • Researched tax issues to apply appropriate adjustments, deductions, and credits to keep clients' tax liability to a minimum.
  • Use all appropriate adjustments, deductions, and current tax law to assist clients with refunds, payments and audits.
  • Assisted in the use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Applied knowledge of all appropriate adjustments, deductions and credits to keep clients' taxes to a minimum.
  • 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.
  • Applied appropriate adjustments, credits, and deductions to assist customers with refunds or balances owed.
  • Utilized appropriate adjustments, deductions and credits to ensure clients' taxes were at a minimum.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes low.
  • Use appropriate adjustments, deductions, and credits to keep client takes to a minimum.
  • Analyzed appropriate adjustments, deductions, and credits reducing taxes to the lowest level possible.
  • Be aware of and counsel on all appropriate adjustments, deductions, and credits.
  • Used all appropriate adjustments, deductions and credits to minimize client s tax liability.
  • Use all appropriate adjustments, deductions, and credits.
  • Apply appropriate adjustments, deductions, credits etc.
  • Use good judgement in applying appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Used all appropriate adjustments, deductions, and credits to keep servicemembers and their family members taxes to a minimum.
  • KEY ACCOMPLISHMENTS - Ensured that all appropriate adjustments, deductions, and credits were taken, thus minimizing the clients taxes.

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12. Form Preparation Fees
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average Demand
Here's how Form Preparation Fees is used in Tax Preparer jobs:
  • Calculate form preparation fees according to return complexity and processing time required.
  • 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.
  • Calculate and invoice for form preparation fees.
  • 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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47 Form Preparation Fees Jobs

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13. Detect Errors
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average Demand
Here's how Detect Errors is used in Tax Preparer jobs:
  • Checked data input or verify totals on forms prepared by other to detect errors in math Prepared Federal and State Income Taxes
  • 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.
  • Compared data entered with source documents, and re-entered data in verification format on screen to detect errors.
  • Verified totals on forms prepared by others to detect errors in arithmetic and procedure, as needed.
  • 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 of arithmetic or procedure.
  • Verified totals on forms prepared by others to detect errors and correct them.
  • Detect errors in arithmetic, data entry, or procedures on tax forms
  • Verify totals on forms prepared by others to detect errors in accuracy.
  • Audit data entry to detect errors and to maximize individual refund.
  • Reviewed and verified forms prepared by others to detect errors.
  • Verify totals on forms prepared by coworkers to detect errors.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, dataentry, or procedures.1
  • 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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14. Data Input
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average Demand
Here's how Data Input is used in Tax Preparer jobs:
  • Provided customer service and data input/analysis/interpretation.
  • Restored organization to personnel, financial and operational records and accelerated data input, processing and retrieval times.
  • Calculate preparation fees and check data input for accuracy verification.
  • Verified data input and totals on forms prepared by others to detect errors in math, data entry, or procedures.
  • Checked data input on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • 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.
  • Checked data input and verified totals to detect errors and make proper corrections.
  • Checked data input, verified totals, to detect errors in arithmetic.
  • Checked data input or verified totals on forms prepared by others.
  • Reviewed data input, identified, and resolved technical issues.
  • Reviewed data input or verified totals on forms prepared.
  • Check data input, calculate fees and transmit return.
  • Checked data input and verified total of forms.
  • Checked data input to verify totals on forms.
  • Check data input or verify totals.
  • Completed data input, resolved diagnostics, and tied to tax return recap sheet before sending to tax preparer.
  • Performed computer and basic office duties including data input, multi phone communications.
  • Check data input and verify total on forms Prepared by others to detect errors

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10 Data Input Jobs

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15. New Clients
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average Demand
Here's how New Clients is used in Tax Preparer jobs:
  • Provided exceptional customer service to existing and new clients
  • Maintain office well organized, answer phone, send out mail, and greet new clients.
  • Create business cards, postcards, and brochures to network business and generate new clients.
  • Conduct marketing to reach out to old clients and to draw in new clients.
  • Gained an average of 25% of new clients per year through advertising.
  • Serviced over 50 satisfied clients with recommendation of referrals for new clients.
  • Take initiative to seek new clients by asking current clients for referrals.
  • Focus on marketing and gaining new clients and retention of prior client-based.
  • Prepare personal and business tax returns for existing and new clients.
  • Prepared taxes for old and new clients to send to IRS
  • Develop an interpersonal relation with clients previous and/or new clients.
  • Manage office, answer phones and welcome new clients.
  • Conducted tax interviews with returning and new clients.
  • Prepared taxes for existing and new clients.
  • Developed strategies to generate new clients.
  • Conducted in-person interviews and advised existing and new clients on their financial and, in particular, their taxation situation.
  • Interviewed new clients in regards to their tax returns and prior years.
  • Do marketing for new clients notary do updates correct system error clean office
  • Tax Preparer To prepare income taxes for prior and new clients for that tax year, with other related office duties.
  • Prepare 2002 taxes for previous and new clients Itemize client taxes Provide basic tax information to clients

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16. Complete Entries
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average Demand
Here's how Complete Entries is used in Tax Preparer jobs:
  • Calculated taxes owed or overpaid using personal computers, complete entries on forms, followed tax form instructions and tax tables.
  • Computed taxes owed with tax software, and complete entries on forms, following tax form instructions and tax tables.
  • 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.
  • Complete entries on forms, following tax form instructions and tax tables.
  • Complete entries using a computer program.
  • Prepare tax returns using electronic filing software, and complete entries on forms, following tax form instructions and tax tables.
  • Computed taxes owed, using adding machine, complete entries on form, following tax form instructions and tax tables.
  • Computed taxes owed or overpaid and complete entries on forms, Followed tax form instructions and tax income ballots.
  • Cash Box reconcillation Compute taxes owed or overpaid and complete entries on forms, following tax form instructions and tax tables.
  • Tax Preparer - -Compute taxes owed or overpaid and complete entries on forms and tax tables.

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17. Sufficient Information
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average Demand
Here's how Sufficient Information is used in Tax Preparer jobs:
  • Furnished clients with sufficient information and advice to ensure accurate recording of tax information.
  • Furnished taxpayers with sufficient information to ensure correct tax completion.
  • Furnish tax payers with sufficient information to ensure correct tax forms are filed and sent to I.R.S.
  • 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.
  • Advised clients in the tax preparation process with sufficient information to ensure correct tax form completion.
  • Provided taxpayers with sufficient information and gave advice on how to better prepare for next year.
  • Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
  • Provided tax clients with sufficient information and advice to get the most from their returns.
  • Furnished taxpayers with sufficient information and I advised to ensure correct tax form were complete.
  • Furnish taxpayers with sufficient information and advice to ensure the correct tax law submission.
  • Furnished clients with sufficient information and advice to ensure tax forms are completed correctly.
  • 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.
  • Interview clients to obtain sufficient information to ensure correct tax form completion.
  • Furnish taxpayers sufficient information and advice to ensure tax return completion.
  • Furnish tax payers with sufficient information and advice.
  • Furnish taxpayers with sufficient information and advice.
  • Furnish tax payers with sufficient information and advice to insure correct tax form completion Assist the Office Manager with the administrative functions
  • Furnish taxpayers with sufficient information and advice to ensure correct taxform completion.

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881 Sufficient Information Jobs

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18. Phone Calls
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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.
  • Entered customers tax information into computer answered questions, took phone calls, made copies of taxes, filed taxes.
  • Managed files both physically and electronically, fielded phone calls, and performed data entry of tax information.
  • Perform clerical duties such as filing customer files, issuing refund checks and answering telephone calls.
  • Placed and received phone calls to confirm, schedule, reschedule or cancel appointments.
  • Answered telephone calls, screen and direct calls, took and relayed messages.
  • General office work, phone calls, customer service, tax prep.
  • Answered phone calls and accurately answered tax related questions.
  • Answered incoming phone calls and answered callers' questions.
  • Take care of phone calls, Customer Service.
  • Answered, screened and directed inbound phone calls.
  • Prepare taxes, answer phone calls, send faxes, make copies, clean office.
  • Prepared and filed tax returns; processed payments Answered and directed phone calls as well as visitors; scheduled appointments
  • Answer and make phone calls through out the day helping clients with any questions or concerns.
  • Answered phone calls, set up an appointments, served customers.
  • Prepare tax returns Customer Service and courtesy reminder phone calls
  • Make phone calls to bring in business File Open and disperse mail.
  • Prepared income tax for customers Answered phone calls Organized files
  • Job Responsibitilies: Preparing clients tax returns, answering phone calls, making appoitments for clients
  • Filed tax papers Answered phone calls Scheduled appointments Learned under the advice of Mr. Hunter Slaton

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1 Phone Calls Jobs

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19. Scheduling Appointments
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average Demand
Here's how Scheduling Appointments is used in Tax Preparer jobs:
  • Assisted in scheduling appointments and assisted customers with retrieval of tax documentation.
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
  • Performed office duties as needed such as scheduling appointments, answering phones, filing, opening and closing the office.
  • Respond to customers in person and via telephone, scheduling appointments, resolving issues and providing answers to questions.
  • Performed clerical tasks such as; answering phones, scheduling appointments, filing and various other office related tasks.
  • Performed reception duties including: answering multiple line phone, filing, scheduling appointments, and customer follow-up.
  • 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.
  • Started out as a receptionist managing two phone lines, scheduling appointments and walk-ins.
  • Assisted owner with corporate clients, scheduling appointments and resolving client issues.
  • Weekend manager responsible for scheduling appointments and disbursing tax return checks.
  • Assist clients with scheduling appointments.
  • Prepared Taxes for customers Worked in Public Relations and Marketing Answered phone calls and worked in customer service scheduling appointments
  • Assist other team members Payment transactions Various office duties such as filing, printing checks, and scheduling appointments
  • Prepared taxes for the 2010 tax season Responsible for scheduling appointments Reported all discrepancies and/or problems with materials
  • Prepare clients taxes * Answer the phone, filing * Scheduling appointments
  • Prepare and file individual tax returns * Answer tax related questions * Answer multi-line telephones, filing, scheduling appointments
  • Answer multiline telephone and scheduling appointments Assist with taking payments from clients Greeting clients as they enter the office
  • Answer multi phone calls Filing paper work Tax Preparation Scheduling appointments Direct customer interaction
  • tax season) Conducting tax interviews Preparing taxes Scheduling appointments Processing payments

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20. Quickbooks
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Here's how Quickbooks is used in Tax Preparer jobs:
  • 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.
  • Utilize QuickBooks to reconcile client's bank statements, produce profit and loss and balance sheets.
  • Utilized QuickBooks financial accounting software, H&R Block Tax software and MS Office Suite.
  • Train Staff on QuickBooks, AR, AP, Financial Statements and Payroll.
  • Entered deposits and payments from bank statements in QuickBooks for various companies.
  • Calculate payroll and input journal entries of clients into QuickBooks software.
  • Utilized QuickBooks to record expenses and payroll for business clients.
  • Use Excel and QuickBooks programs for account.
  • Entered data using QuickBooks Accountant.
  • Certified Legal Document Assistance/Family Law Notary Public Immigration Knowledge 15 years Accounting Knowledge Quickbooks knowledge Proficient PC computer Bilingual
  • Total Accounting Office; Intuit QuickBooks software; Intuit Quicken software; Electronic mail software and Microsoft Outlook.
  • Provided training to individuals in various computer software applications including Quickbooks and MS Office Suite.
  • Trained and set up Quickbooks software at client s location.
  • Entered bank transaction and reconciled bank statements in Quickbooks.
  • Reconciled bank statements and recorded journal entries using Quickbooks.
  • Used quickbooks software to excel trial balances.
  • Accomplished QuickBooks Training [ ] Accomplished Microsoft Office 2007 Skills Training (2009)
  • Used QuickBooks to manage family trusts and limited partnerships actg.
  • Full Charge Bookkeeping QuickBooks Set-Up QuickBooks Training QuickBooks Clean-Up QuickBooks Troubleshoot Registered Tax Return Preparer R sum

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4 Quickbooks Jobs

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21. Atypical Returns
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Here's how Atypical Returns is used in Tax Preparer jobs:
  • Calculated taxed refunds and completed tax documents for evaluation by auditors; consulted tax laws to determine procedures for atypical returns.
  • Maintained an organized and efficient workplace, consulted tax law handbooks or bulletins to determine procedure for preparation of atypical returns.
  • Consulted with superiors and appropriate tax law handbooks to determine correct preparation procedures for atypical returns.-
  • Consult tax law handbook/bulletins in order to determine procedures for preparation of atypical returns.
  • Consult tax law reference materials to determine procedures for preparation of atypical returns.
  • Reference tax law handbooks to identify appropriate procedures for filling out atypical returns.
  • Consult with higher management to determine procedures for preparation of atypical returns.
  • Decipher current tax laws to determine procedures for preparation of atypical returns.
  • Consulted tax reference material for atypical returns.
  • Consult tax handbooks and IRS publications in order to determine procedures for preparation of atypical returns.
  • Consulted tax law handbooks or bulletins in order to determine of preparation of atypical returns.
  • Consult tax law handbooks and 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.
  • Consulted tax law handbooks and bulletins in order to complete atypical returns.
  • Consulted tax law handbooks or bulletins for preparation of atypical returns.
  • Refer to law handbooks to determine proper procedure for 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 nulletins to determine procedures for preperations of atypical returns.
  • Consult tax law handbooks or bulle ns to determine procedures for prepara on of atypical returns.

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883 Atypical Returns Jobs

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22. R Block
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average Demand
Here's how R Block is used in Tax Preparer jobs:
  • Participated in off-season instruction of advanced H&R Block's tax courses and implementation of new Window-based proprietary tax software.
  • Have taken more than 350 hours of tax preparation study during my time at H&R Block.
  • Prepared individual tax returns for small businesses and individuals using the current H&R Block TPS system.
  • Completed tax training courses - H&R Block Tax Course 2013 Prepared individual and small business taxes
  • Act as bank agent for H&R Block Bank when offering bank products and services.
  • Completed schooling for tax preparation through H&R Block to gain certification in tax preparation.
  • Prepare tax returns managed an office at an H&R Block branch.
  • Prepared calculations and entering data through the H&R Block computer system.
  • Market and promote H&R Block office in the designated franchise territory.
  • Worked for H&R Block preparing Federal and State income taxes annually.
  • Prepared individual returns using B&R Block's proprietary software.
  • Completed H & R Block individual tax class.
  • Introduced, discussed, and sold products offered by H & R Block, Inc.
  • Tax return preparation, Jackson Hewitt, 2013-14, H&R Block, 2015-present
  • Prepared tax returns for H&R Block clients in District 35646.
  • Prepared taxes for clients of H & R Block
  • Certified Agent through H&R Block.
  • Worked as an office manager for H & R Block fro several years before going out on my own.
  • Prepare short/long form taxes Utilized Microsoft Suite, H&R Block and Turbo Tax Software
  • Worked as Tax Preparer in H&R Block located at 915 SW 27th Avenue, Miami, Florida.

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23. Refund Checks
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Here's how Refund Checks is used in Tax Preparer jobs:
  • Provided brilliant and professional income tax preparation services for individuals and small businesses, administered tax refund checks to clients.
  • Performed general office duties, such as filing, answering phones, e-filing taxes, and printing tax refund checks.
  • Set appointments, Customer service calls to previous clients, Create reports, Distribute refund checks.
  • Prepare tax returns for clients * Responsible for verifying and printing tax refund checks for clients.
  • Print and issue tax refund checks to the clients after refund has been received.
  • Distributed Refund Checks and answered phones and hand out fliers and promotional items.
  • Distribute tax papers upon completion along with tax refund checks.
  • Issued refund checks to clients on a daily basis.
  • Print income tax refund checks for clients.
  • Process and distribute refund checks to clients.
  • Issue customer's refund checks.
  • Distributed and cash refund checks.
  • Distribute income tax refund checks.
  • Downloaded individual refund checks and matched with documentation Prepared individual state income tax returns
  • Greet clients in waiting area, serve coffee/snacks, collect personal data, and distribute completed taxes and/or refund checks.
  • Prepared taxes for clients * Distributed refund checks to clients.
  • Answered multiline phones and printed tax refund checks.
  • Meet and greet clients Prepared Tax returns Contacted Clients to pick up refund checks
  • Print tax refund checks, etc Accomplishments Teamwork, Dedication, Excellent Communication and Customer Service skills,etc
  • Manage employees and facility Organize data and files and employee scheduling Printing customer refund checks Bookkeeping

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3 Refund Checks Jobs

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24. Maximum Benefit
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Here's how Maximum Benefit is used in Tax Preparer jobs:
  • Prepared tax returns for both English and Spanish speaking clients, ensuring clients received the maximum benefit allowed under the law.
  • Help taxpayers uncover potential deductions and credits ensuring that clients receive the maximum benefit permitted under the law of the government.
  • Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit.
  • Ask detailed questions that ensure all potential deductions are listed for the maximum benefit of the client and their family.
  • Assisted individuals taxpayers using state, federal and local tax rules and help client to receive the maximum benefit.
  • Use federal, state codes and determine if clients receive the maximum benefit permitted under the law of government.
  • Prepare federal, state and local codes ensuring the client receives the maximum benefit permitted under the law.
  • Excel in accurate data entry and proofreading to ensure that the client would receive maximum benefits.
  • Review financial records / ensure clients receive maximum benefits permitted and advise against potential tax liabilities.
  • 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 tax payers receive their maximum benefits permitted under the law of government.
  • Aided taxpayers to receive the maximum benefit permitted under the law of government.
  • Helped taxpayers with federal, state and local codes to determine maximum benefits.
  • Assist taxpayers using their federal and state codes to maximum benefits.
  • Help taxpayers receive the maximum benefit permitted under the law.
  • Guaranteed clients received the maximum benefit permitted under law.
  • Prepare tax return using electronic filing software Ensure clients receive maximum benefits
  • Provide one on one tax advice and tax preparation service to clients Audit returns for accuracy and maximum benefit

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25. Local Codes
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Here's how Local Codes is used in Tax Preparer jobs:
  • Assisted taxpayers by applying their federal, state and local codes, ensuring maximum client benefits permitted by law.
  • Help tax payers by using their federal, state and local codes to determine clients receive maximum benefits.
  • Use federal, state and local codes to identify the maximum benefit permitted under the law.
  • Utilize federal, state, and local codes to ensure taxpayers receive maximum tax credits.
  • Analyzed and applied federal, state, and local codes to receive the maximum benefit.
  • Helped taxpayers by using their federal, state and local codes and reviewed financial records
  • Follow federal, state, and local codes in order to maximize returns.
  • Helped taxpayers receive maximum return by using federal, state and local codes.

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26. Financial Situation
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Here's how Financial Situation is used in Tax Preparer jobs:
  • Interviewed customers to get a thorough understanding of financial situations.
  • Interviewed clients to collect information about their financial situation.
  • Gained complete understanding of financial situation.
  • Interviewed taxpayers with their financial situation and assisted taxpayers to complete Intake Form; verified information through interviews and crosschecks.
  • Help clients decide when they should make changes in their financial situations to help save on taxes.
  • Interview clients to understand their financial situation - Complete appropriate forms, verify data, and submit returns
  • Provide other information to clients that may be relevant to their tax and financial situation.
  • Assisted taxpayer to finish assessments and survey questions to understand taxpayer's overall financial situation.
  • Conducted interviews with clients to assess financial situation to ensure maximum tax refunds are obtained.
  • Prepared individual tax returns for clients with diverse personal and financial situations.
  • Interviewed customers to help figure out all credits and financial situation.
  • Interviewed clients to get a conceptual perspective of their financial situation.
  • Listen to client and relieve their tension in financial situation.
  • Use interviews to get a though picture of financial situation.
  • Interviewed clients to learn about their financial situation.
  • Assessed client financial situation by conducting thorough Interview.
  • Interview clients for better understanding of financial situation.
  • Conduct and intake interviews to clarify financial situation and ensure that all allowable credits are claimed.
  • Conduct intake interviews to clarify financial situation and ensure all allowable credits are claimed Review completed returns for accuracy, detail oriented
  • Prepared individual and corporate tax returns Compiled client's financial statements Met daily with clients to discuss financial situation and advise

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27. Potential Deductions
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Here's how Potential Deductions is used in Tax Preparer jobs:
  • Review financial records such as income statements and documentation of expenditures to uncover potential deductions and credits.
  • Identified potential deductions and credits and advised against potential tax liabilities.
  • Identified potential deductions and ensured clients qualified.
  • Identified potential deductions and credits.
  • Discovered potential deductions and credits.
  • Uncover potential deductions and credits and complete tax forms in accordance with policies and in compliance with legislation and regulations.
  • Uncover potential deductions and credits, advise against potential tax liabilities and ensure clients do not pay unnecessary taxes.
  • Seek potential deductions, credits and adjustments in order to maximize individual customers' tax refunds.
  • Uncovered potential deductions and credits, to ensure that clients don't pay unnecessary taxes.
  • Identify potential tax credits and liabilities, and uncover potential deductions.
  • Uncover potential deductions and credits.
  • Expose potential deductions and credits.
  • Prepared and computed simple to complex taxes owed by following tax codes Uncovered potential deductions/credits and advised against potential tax liabilities
  • Prepare tax returns using electronic filing software Uncover potential deductions and credits.
  • Prepare, explain, and file simple to complete tax returns using electronic software Uncover potential deductions and credits for client.
  • Verify totals on past forms for accuracy Uncover potential deductions and credits, and advise against potential tax liabilities.
  • Reviewed financial records, income statements, and expense reports to uncover potential deductions and credits.
  • Uncover potential deductions and credits * Resolve customer complaints.
  • Uncovered potential deductions and credits Resolved customer complaints Ensured clients did not pay unnecessary taxes
  • Tax Season Only) Computed taxes owed by following tax code and uncovering potential deductions and credits.

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28. Revenue Service
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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.
  • Achieved Enrolled Agent status with the Internal Revenue Service in 1989 and have to renew that certification to present day.
  • Prepared state tax returns for fiscal years 1999-2001 & filed the returns with state & federal internal revenue services.
  • Completed returns are transmitted electronically to the Internal Revenue Service daily during the tax season.
  • Completed training and exams to become certified in tax law by the Internal Revenue Service.
  • Prepare taxes for preparation to transmit to the Internal Revenue Services and required states
  • Approved by Internal Revenue Service as a Tax Professional and company training.
  • Reviewed and fix returns that were rejected by the Internal Revenue Service.
  • Filed income tax returns with Internal Revenue Service.
  • Assisted in audits performed by Internal Revenue Service.
  • Received VITA Certification from the Internal Revenue Service.
  • Arranged for return transmissions to Internal Revenue Service.
  • Researched tax laws using Internal Revenue Service website.
  • Completed Internal Revenue Service training Prepared federal and state tax returns using TaxWise software for community members
  • Self-employed Prepare personal income taxes for individuals following strict Internal Revenue Service Guidelines.
  • Certified by the Internal Revenue Service for the Volunteer Income Tax Assistance Program) Prepared tax returns for low income families.
  • Managed issues pertaining to documented errors and contacting the proper departments within the Internal Revenue Service to resolve issues.
  • Prepared financials for clients to present to court, Internal Revenue Service, and Board of Equalization.
  • Enrolled Agent with Internal Revenue Service Tax planning, preparation, audit services, and customer service
  • Acted as preparer liaison with the Internal Revenue Service when warranted.

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8 Revenue Service Jobs

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29. Thorough Picture
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Here's how Thorough Picture is used in Tax Preparer jobs:
  • Interviewed clients and reviewed financial records such as documentation of expenditures to obtain a thorough picture of financial situation.
  • Prepared simple to complex tax returns for individuals and small businesses interviewed clients to get a thorough picture of financial situation.
  • Interviewed new and existing clients in order to get a thorough picture of their financial situation and assist them better.
  • 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.
  • Interview Clients get a thorough picture of financial statements.
  • 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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30. Communication
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Here's how Communication is used in Tax Preparer jobs:
  • Facilitate and resolve communications with various government departments on behalf of clients.
  • Initiated promotional campaigns for tax preparation services by phone and email communication.
  • Used written and oral communication techniques to ensure customer satisfaction.
  • Provide excellent communication with the customers about available products/options.
  • Performed receptionist and administrative duties such as customer communication.
  • Assisted management in day-to-day office communications and scheduling.
  • Streamlined the filing system for better communication and overhauled how the sequence of the files were completed from start to finish.
  • Ensured the accuracy of all data entry; used communications skills to interview clients and provide optimum customer service.
  • Enhanced effective communication skills to explain the full magnitude of the clients tax issues.
  • Establish good communication with client in order to secure future year preparation.
  • E-mail & telephone communications to audited entity officials, comptrollers & accountants.
  • Addressed and corrected staff communication issues in a tactful and effective manner.
  • Use of computer, phones, adding machine, communication skills.
  • Team player with excellent written and verbal communication skills.
  • Maintained communication from sales associate to district manager in regards to training and proper procedures and supervised and assisted furniture associates.
  • Interviewed clients to determine eligibility for appropriate tax credits Designed and implemented marketing strategy which involved face-to-face and direct mail communication
  • Prepared 2005 tax returns for elderly and low income individuals Further developed communication and interpersonal skills
  • Managed front desk with excellet organizational skills and communication skills.
  • Conducted communication through fax, phone, and e-mail to ensure customers received a positive experience.
  • Worked with clients at tax-site through intake questions, developed good communication skills and analytical skills.

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147 Communication Jobs

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31. W-2
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Here's how W-2 is used in Tax Preparer jobs:
  • Reviewed financial records from clients that included W-2s, 1099 statements, and other documentation to determine taxes owed or overpaid.
  • Resolved problems, analyzed W-2 forms, and other tax related documents for transmittal to IRS and State offices for compliance.
  • Interviewed clients and gathered personal financial information from them including W-2's, 1099 Forms, itemized deductions lists, etc.
  • Reviewed client financial records, such as prior tax return forms, income statements, W-2's, etc.
  • Prepared customers taxes with w-2 forms, made sure all my customers were getting great quality work.
  • Complete Tax Federal and State Tax Returns for W-2 Employees, Self-Employed, and Business Owners.
  • Gathered W-2, Form 1040 and other relevant information from clients.
  • Prepared Taxes for Individuals with W-2 and 1099-Misc Forms.
  • Prepare W-2s and all payroll reports.
  • Entered W-2 information into the computer.
  • Have done Federal and State quarterly for 940's and 941's, W-2 and W-3's, 1099's.
  • Review of documents: W-2, 1099-G, 1099-INT, 1099-DIV, 1099-MISC, 1099-SSA, etc.
  • Ask them for there W-2's or any forms they have to start preparing there taxes.
  • Prepared tax returns, W-4, W-2, etc.
  • Interview clients to obtain information such as W-2s, 1099s INTs, and 1099 Retirements to prepare tax returns.
  • Tax Preparation Actively prepare tax return for individuals with w-2, dependents, stocks, 1099R and miscellaneous income.
  • Processed accounts receivable and accounts payable transactions Prepared and filed 1040 tax forms including W-2 & 1090 documents.
  • Prepared tax returns and W-2's for clients Used computer tax software
  • Experience with forms 1098-E, 8379, SSA-1099, W-2, 1040 Researched IRS regulations and advised clients on compliance.
  • Exposed to many different tax supplement forms: 540 forms, 1040-EZ forms, W-2 forms, W-4 forms.

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32. Vita
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low Demand
Here's how Vita is used in Tax Preparer jobs:
  • Prepared tax returns for those who are in need of a free helpful service through the IRS Vita Program and Boston Cares
  • Prepare Federal & State tax returns for low-income families through IRS Volunteer Income Tax Assistance Program (VITA).
  • Will attain certification by the IRS to do advanced level tax preparation through the IRS VITA Program.
  • Passed all exams necessary to participate in the VITA (Volunteer Income Tax Assistance).
  • Completed training in income tax filing and reviewing, passed exams and obtained VITA/TCE certification.
  • Interviewed clients to extract vital information to compute taxes overpaid or owed.
  • Received certification for the course of five months from VITA tax services.
  • Selected to write blog on the VITA program highlighting my experience.
  • Prepare tax returns for taxpayers who qualify for VITA assistance.
  • Volunteer four hours a week at a local VITA site.
  • Prepared tax returns for a high volume of VITA clients.
  • Assisted clients with completion of vital documents and intake forms.
  • Assisted low-income families file their tax returns with VITA.
  • Certified by VITA to prepare tax returns.
  • Completed a minimum of 40 hours and received IRS certification for the course of VITA tax preparation at Hunter College.
  • Prepared income taxes for individuals in compliance with government guidelines Prepared tax returns using approved IRS software VITA
  • Prepared individual income tax returns Assisted Vita program staff and Vita clients to interpret inquires and tax information
  • Worked as Advance level Tax Preparer for VITA/TCE program to prepare tax returns.
  • Acquired VITA certificates to review and answer tax related questions !
  • Provided free tax preparation services to qualifying disadvantaged individuals and families IRS VITA/TCE Tax Preparation Certified LANGUAGES French, proficient

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3 Vita Jobs

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33. Additional Products
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low Demand
Here's how Additional Products is used in Tax Preparer jobs:
  • Recommended additional products and services to ensure individual maximized all options.
  • Recommended additional products or services.
  • Recommend additional products and services.
  • Prepare individual federal and state income taxes and offer additional products and services to benefit the client.
  • Consult tax law handbooks, resolved customer complaints, recommended additional products and services.
  • Offer additional products and services from H&R Block after each interview.
  • Resolved customer complaints, as well as, recommended additional products and services.
  • Recommend additional products and services: Obama Care, life insurance and Public notary
  • Prepared individual tax returns, sold additional products, and collected payments.
  • Prepare accurate tax returns Provide additional products or services which the company offers
  • Recommend additional products and services, and calculate preparation fees.
  • Offer additional products and services.
  • Resolve costumer complaints Recommended additional products and services.
  • Resolve customer complaints.Recommend additional products and services.
  • Recommend additional products and services Ensure a copy of the completed return is provided to the customer.
  • Direct Sales of Services Suggestive Selling of additional products.
  • Prepared income tax return forms for individuals and small businesses Marketed additional products and services Developed new clientele
  • Resolve customer complaints Recommend additional products and services Prepare tax returns using electronic filing software.
  • Conducted tax interviews with clients Ensured client confidentiality and privacy Offered additional products Other duties as assigned
  • Prepare taxes Make calls to retain old and new clients Upsale additional products Answer phone calls

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34. Due Diligence
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Here's how Due Diligence is used in Tax Preparer jobs:
  • Prepare federal and state income tax returns for clients using due diligence and all federal and state guidelines.
  • Exercised Due Diligence in preparing or assisting in the preparation of tax returns and claims for refunds.
  • Gained client trust through following due diligence with each client interview and practice client confidentiality.
  • Use due diligence to ensure all tax documents are correct and up to date.
  • Maintain filing system with clients' confidential information for IRS due diligence purposes.
  • Worked in alignment with IRS Due Diligence requirements while preparing tax returns.
  • Entered detailed notes to fulfill and show due diligence requirements were met.
  • Organized and coded all documents related to due diligence for acquisitions.
  • Processed returns under Due Diligence according with IRS guidelines and regulations.
  • Maintain the highest ethical standards and thoroughly complete due diligence requirements.
  • Agree to due diligence before preparing taxes for clients.
  • Used due diligence to prepare Earned Income Credit documents.
  • Practice due diligence to ensure customer satisfaction.
  • Exercised due diligence during tax interviews.
  • Interview clients as per due diligence.
  • Prepare and file individual tax returns using tax slayer software Resolve customer concerns and complaints by exercising due diligence during tax interviews
  • Completed customers taxes using Jackson Hewitt computer program and had to display due diligence according to Federal Tax Laws.
  • Assist our clients with IRS notices of due diligences.
  • Prepared individual income taxes Used tax system reporting to IRS Completed due diligence in appropriately completing returns
  • Certified by IRS as an Advanced Tax Preparer Performed due diligence on tax return.

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4 Due Diligence Jobs

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35. Personal Information
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Here's how Personal Information is used in Tax Preparer jobs:
  • Interviewed clients to obtain personal information, accurately recorded data, validated calculations, and explained income tax rules.
  • Interviewed clients to gather personal information to fully understand their financial condition and tax-saving opportunities.
  • Advised clients about maximizing refunds based on tax documentation and personal information provided.
  • Entrusted to maintain client confidentiality while working with privileged 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.
  • Maintained security of personal information and confidential tax documents.
  • Maintained confidential information such as social security numbers, income, all personal information pertaining to the client.
  • Keep all personal information locked and out of public view, at all times.
  • Make copies of documents, fax necessary documents, and file completed personal information.
  • Entered personal information, filing status, income and adjustments into Tax Wise software.
  • Interviewed clients with personal information to be able to prepare their taxes.
  • Greet clients, gather personal information needed for their tax returns.
  • Review their personal information in interview, and resolve any issues.
  • Make customers feel comfortable while they are giving personal information.
  • Received, copied and documented the client's personal information.
  • prepared customers taxes for 2005, maintained a professional attitude while assisting the customers with their personal information.
  • Collect all personal information from U.S Tax payers.
  • Prepared and filed tax returns for clients Secured clients' personal information for confidential purposes Reviewed updated laws regularly to benefit clients
  • Record personal information File appropriate documents Open and close the store

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36. CPA
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Here's how CPA is used in Tax Preparer jobs:
  • Conferred and assisted CPA departmentally.
  • Provide customer service Prepare taxes for students and faculty Utilize TurboTax to file taxes and supervised by certified CPA LEADERSHIP:
  • 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.
  • 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.
  • Work under CPA who is setting up to do bookkeeping during tax off season.
  • Assigned to work for a CPA firm preparing income tax returns.
  • Prepared Individual Income Tax returns for local CPA firm.
  • Prepared taxes for CPA's review and official mark.
  • Assist CPA with client needs and maintain office duties.
  • Assisted CPA in completing various tasks as needed.
  • Cannon, CPA Carlsbad, NM
  • Worked as a tax preparer for a CPA providing income tax support services to a diverse population of 2300 local citizens.
  • Tax Preparation for the CPA Bill Harmer.
  • Worked along CPA Reconciles clients accounts.
  • Assist in seasonal return preparation, review, and processing for firm of 4 CPAs/EAs.
  • merged into Glenn Schanel CPA & Associates.
  • Work with CPAs and EAs to create tax strategies for clients.
  • Mark Pasternak, CPA 102 North Milipas Street, Santa Barbara CA 93103 Working part time during tax season.

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175 CPA Jobs

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37. Bank Deposits
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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 delivered bank deposits.
  • Completed daily office opening & closing duties including cash reconciliation, bank deposits, verifying I.R.S.
  • Prepared and reconciled bank deposits, printed and distributed refund checks, problem resolution.
  • Process checks received and prepare bank deposits, record receipts, reconcile statements.
  • Accept cash payments for services, and make bank deposits.
  • Bank deposits, entering deposit data, daily receipts.
  • Collected money from all customers and completed bank deposits.
  • Open and close kiosk, bank deposits, reconcile accounts
  • Generate bank deposits, verify and balance receipts.
  • Prepared the bank deposits on a daily basis.
  • Balanced cash drawer and prepared bank deposits.
  • Reconcile daily accounts, make bank deposits.
  • Order supplies and bank deposits daily.
  • Prepared bank deposits for company.
  • Bank deposits, check printing, answering tax questions, data entry EXTERNSHIP
  • Tax preparation, answering multi-line phone, filing, bank deposits.
  • General Clerical duties include filing, multi-line phone, internet research, * Opening/closing procedures and daily bank deposits.
  • Greeted customers Answered calls relating to tax services Prepared tax return documents Data Entry of tax documents Executed bank deposits

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38. Client Queries
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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.
  • Answered client queries regarding tax codes and researched various tax matters.
  • Answer client queries regarding appropriate deductions and federal and state issues.
  • 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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Tax Preparer Jobs

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20 Most Common Skills For A Tax Preparer

Tax Returns

42.3%

Financial Statements

16.3%

Taxable Income

10.7%

Customer Service

5.0%

Business Development

4.4%

IRS

3.8%

Data Entry

2.4%

Deductible Expenses

2.3%

Additional Information

2.2%

Computer Hardware

1.5%

Appropriate Adjustments

1.2%

Form Preparation Fees

1.1%

Detect Errors

1.1%

Data Input

0.9%

New Clients

0.9%

Complete Entries

0.9%

Sufficient Information

0.8%

Phone Calls

0.8%

Scheduling Appointments

0.7%

Quickbooks

0.7%
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Typical Skill-Sets Required For A Tax Preparer

Rank Skill
1 Tax Returns 39.6%
2 Financial Statements 15.2%
3 Taxable Income 10.0%
4 Customer Service 4.7%
5 Business Development 4.1%
6 IRS 3.6%
7 Data Entry 2.2%
8 Deductible Expenses 2.1%
9 Additional Information 2.0%
10 Computer Hardware 1.4%
11 Appropriate Adjustments 1.1%
12 Form Preparation Fees 1.0%
13 Detect Errors 1.0%
14 Data Input 0.8%
15 New Clients 0.8%
16 Complete Entries 0.8%
17 Sufficient Information 0.8%
18 Phone Calls 0.7%
19 Scheduling Appointments 0.7%
20 Quickbooks 0.7%
21 Atypical Returns 0.6%
22 R Block 0.5%
23 Refund Checks 0.5%
24 Maximum Benefit 0.4%
25 Local Codes 0.4%
26 Financial Situation 0.4%
27 Potential Deductions 0.4%
28 Revenue Service 0.4%
29 Thorough Picture 0.3%
30 Communication 0.3%
31 W-2 0.3%
32 Vita 0.3%
33 Additional Products 0.3%
34 Due Diligence 0.3%
35 Personal Information 0.3%
36 CPA 0.2%
37 Bank Deposits 0.2%
38 Client Queries 0.2%
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3,824 Tax Preparer Jobs

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