Prepared and reviewed over 200 complex individual and corporate tax returns per season, ensuring full compliance with federal and state regulations.
Advised clients on tax planning strategies, identifying deductions and credits that reduced liabilities by up to 15%.
Mentored and trained junior team members, improving accuracy and productivity through process improvements and quality checks.
Tax Associate
Jan 2020 - Dec 2022
Hooli
Compiled and prepared more than 150 individual and small business tax returns per year with a 98% accuracy rate.
Conducted tax research to resolve complex issues and supported senior associates in audit responses.
Assisted clients with documentation, ensuring all required forms and schedules were properly completed and submitted on time.
Tax Assistant
Jan 2018 - Dec 2019
Stark Industries
Collected and organized client financial documents for tax preparation, verifying completeness and accuracy.
Entered income, deduction, and credit data into tax preparation software, maintaining meticulous attention to detail.
Responded to basic client inquiries and provided administrative support to preparers during busy seasons.
Skills & Competencies
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tax-preparation
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tax-planning
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federal-tax-law
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state-tax-law
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corporate-tax-return
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individual-tax-return
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accounting-software
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compliance
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client-relations
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attention-to-detail
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problem-solving
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team-leadership
Education
Hogwarts School of Business & Wizardry
B.Sc. in Accounting
Resume Writing Tips For Experienced Tax Preparer
Highlight measurable results, such as the number of returns prepared and accuracy rates, to demonstrate your impact.
Showcase your knowledge of federal and state tax laws and any certifications or continuing education.
Include software proficiency with specific tax preparation tools and accounting platforms.
Emphasize client service skills by noting consultation and planning successes.
Use action verbs and concise language to make each bullet easy to scan by hiring managers.
Other Common Responsibilities For Experienced Tax Preparer
Prepare estimated tax payments and extensions for individuals and businesses.
Coordinate with auditors and tax authorities during inquiries and examinations.
Maintain accurate records of tax-related documents and correspondence.
Collaborate with finance teams on year-end close and financial statement preparation.
Stay current with changes in tax legislation and advise clients on the implications.
Common Essential Skills & Competencies
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financial-reporting
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auditing
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payroll-processing
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bookkeeping
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data-analysis
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excel-proficiency
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communication
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customer-service
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time-management
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research-skills
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project-management
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ethics
Resume Responsibilities Best Practices
✅ Strong Resume Bullet
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Prepared and filed 300+ individual and corporate tax returns annually, achieving a 98% accuracy rate and zero compliance issues.
⛔ Weak Resume Bullet
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Handled many tax returns for clients.
✅ Strong Resume Bullet
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Advised clients on tax planning strategies that collectively saved over $200K in taxes across the portfolio.
⛔ Weak Resume Bullet
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Gave clients advice about taxes.
✅ Strong Resume Bullet
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Trained and supervised a team of 5 junior preparers, reducing processing time by 20% through streamlined workflows.
⛔ Weak Resume Bullet
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Helped with training the team.
Resume FAQs
What certifications should an experienced tax preparer include on a resume?
Relevant certifications like the Enrolled Agent (EA), Certified Public Accountant (CPA), or Chartered Professional Accountant (CPA in Canada) demonstrate advanced knowledge and should be prominently listed.
How can I show proficiency with tax software on my resume?
Mention specific programs such as TurboTax, TaxAct, ProSeries, or professional accounting suites; include any advanced training or years of experience to substantiate your proficiency.
Should I include client testimonials or references on my tax preparer resume?
While testimonials are valuable, include them separately or provide references upon request; use the resume to focus on quantifiable achievements and responsibilities.
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