Tax specialist resume examples from 2026
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How to write a tax specialist resume
Craft a resume summary statement
A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:
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 specialist-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 specialist interviews.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a tax specialist resume:
- IRS
- Customer Service
- Tax Compliance
- Tax Issues
- Taxation
- Appeals
- Tax Payments
- Tax Audits
- Treasury
- Tax Software
- Data Entry
- Tax Notices
- Reconciliations
- Income Statement
- Federal Tax Returns
- Property Tax
- Income Tax Returns
- Sales Tax
- Tax Research
- Payroll Taxes
- Real Estate
- Bonds
- General Ledger
- Indirect Tax
- Tax Planning
- Journal Entries
- Financial Statements
- Tax Reports
- Transfer Pricing
- W2
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How to structure your work experience
A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.
- Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
- Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.
How to write tax specialist 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 effective examples from tax specialist resumes:
Work history example #1
Tax Associate
H&R Block
- Developed comprehensive, job descriptions for franchised office that enabled faster ramp-up for first-year tax professional.
- Offered orientation to CPA s and college students to complete their continue education credits and increase potential candidates.
- Authorized to represent taxpayers before the IRS at all administrative.
- Authorized to represent clients before the IRS.
- Handled office rejects, high level of IRS communication, while maintaining a customer/referral base.
Work history example #2
Tax Specialist
H&R Block
- Reviewed tax computation for conformity with IRS regulations.
- Counseled clients on financial planning long and short term, record keeping, and IRS rules and regulations as required.
- Provided extensive off season services to clients including amended filings and IRS audit support.
- Prepared taxes and take care of IRS Letters
- Prepared personal income taxes and assisted and advised taxpayers on a wide range of IRS tax forms, notices and issues.
Work history example #3
Tax Analyst
Jackson Hewitt
- Interacted with the customers to find out what they needed and directed them to the IRS website for more information.
- Worked three tax seasons handling state and federal filings for private clients and small businesses.
- Prepared tax returns and entered customer data to include W-2 data from employers for proper transmission to the IRS.
- Performed research as needed and prepared tax technical memos with respect to ASC805 transactions.
- Pursued and promoted total client satisfaction by proactively establishing a sound business relationship between the client and ADP.
Work history example #4
Tax Specialist
H&R Block
- Authorized to represent taxpayers before the IRS at all administrative.
- Ranked first in office for Peace of Mind tax return guarantee and Rapid Refund sales/take-rate; achieved 98% client retention.
- Transported the client and W-2 information into H&R Block's proprietary tax program.
- Enrolled Agent (EA) licensed to represent taxpayers before the IRS.
- Interpreted and applied IRS law to maximize deductions, exclusions and credits for both small business owners and individuals.
Zippia’s AI can customize your resume for you.
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 from tax specialist resumes:
High School Diploma
2010 - 2010
Highlight your tax specialist certifications on your resume
Certifications can be a crucial part of your resume. Many jobs have required certifications.
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.
Here are some of the best certifications to have on tax specialist resumes:
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
- Tax Certification
- Certified Tax Specialist (CTS)
- Certified Billing and Coding Specialist (CBCS)
- International Accredited Business Accountant (IABA)
- Certified Resume Specialist: Accounting and Finance (CRS+AF)
- Accredited Tax Preparer (ATP)
- Oracle Enterprise Taxation Management 2 Essentials
- Certified Income Specialist (CIS)