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Tax professional resume examples from 2025

Zippi

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

Updated March 26, 2025
7 min read
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How to write a tax professional resume

Craft a resume summary statement

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

Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.

Step 2: Next put your years of experience in tax professional-related roles.

Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.

Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.

These four steps should give you a strong elevator pitch and land you some tax professional interviews.

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

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List the right project manager skills

Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
  2. Put all relevant hard and soft skills in your skills section.
  3. Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
  4. Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
  5. Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
These five steps should give you a strong elevator pitch and land you some tax professional interviews.

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

  • Strong Customer Service
  • Customer Service
  • Individual Tax Returns
  • IRS
  • Taxable Income
  • State Tax Returns
  • Income Tax Returns
  • Audit Support
  • Business Growth
  • Tax Advice
  • Client Retention
  • Tax Planning
  • Tax Season
  • Tax Software
  • Payroll
  • Tax Services
  • Schedule Appointments
  • Tax Returns
  • State Income Taxes
  • Income Tax Preparation
  • Tax Knowledge
  • Tax Issues
  • Financial Statements
  • Taxation
  • Business Tax Returns
  • QuickBooks
  • Detect Errors
  • Tax Tables
  • Local Codes
  • Partnership Tax

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the tax professional position. Here is how to most effectively structure your work experience:

  1. List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
  2. Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs.

How to write tax professional experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

  • Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
  • What were your responsibilities or goals?
  • How did you accomplish them?
  • Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are great bullet points from tax professional resumes:

Work history example #1

Tax Professional

H&R Block

  • Corresponded with IRS and Franchise Tax Board in behalf of the clients.
  • Prepared tax information for clients to submit with tax letters from the IRS, the State, School Districts, etc.
  • Authorized to represent clients before the IRS.
  • Performed tax audits and represents clients to negotiate and deal with IRS with different tax issues.
  • Helped clients deal with IRS Audits which got them out of debt and give them a peace of mind.

Work history example #2

Associate Auditor

Ernst & Young

  • Tested Sarbanes-Oxley compliance, including identification, documentation, and evaluation of the design and operational effectiveness of internal controls.
  • Delivered key contributions toward ensuring staff adherence to industry compliance by monitoring changes in regulatory standards.
  • Led multiple teams in completing GAAP/GAAS and various compliance audits for private and publicly held companies
  • Performed audit in accordance with US GAAP and financial statement analyses of US financial services and manufacturing companies' Mexican subsidiaries.
  • Prepared financial statements, under International Financial Reporting Standards (IFRS) and U.S. Generally accepted accounting principles (GAAP).

Work history example #3

Tax Professional

PricewaterhouseCoopers

  • Performed tax research through IRS or state inquiry and CCH or RIA Checkpoint software for proper application of tax law.
  • Researched tax rules and regulations using CCH, RIA, and BNA.
  • Prepared federal and state K-1 s for all partnership returns.
  • Reviewed and prepared ASC 740 (formerly known as tax FAS 109) tax provisions.
  • Completed federal tax returns for business entities, including C-Corp, LLC's, and partnership tax returns.

Work history example #4

Retail Banker

Bank of America

  • Provided notary service upon request.
  • Supported customers by issuing new ATM/Debit cards and provisional credit, as needed.
  • Established new customer deposit and financial products, recognize and refer cross-sell opportunities to customers.
  • Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
  • Opened new accounts, cross-sold products and explained product features.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Bachelor's Degree in business

California State University - San Bernardino, San Bernardino, CA

2012 - 2015

Bachelor's Degree in finance

Northeastern University, Boston, MA

2003 - 2006

Highlight your tax professional certifications on your resume

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

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

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

  1. Tax Certification
  2. Accredited Tax Preparer (ATP)
  3. International Accredited Business Accountant (IABA)
  4. Certified Professional - Human Resource (IPMA-CP)
  5. Certified Professional, Life and Health Insurance Program (CPLHI)
  6. Oracle Enterprise Taxation Management 2 Essentials
  7. Certified Coding Specialist (CCS)
  8. Certified Sales Professional (CSP)
  9. Certified Customer Service Representative (CCSR)

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