Tax Preparer Resume Samples
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Tax Preparer Resume Samples
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HG
H Goldner
Hellen
Goldner
440 Kaela Branch
Phoenix
AZ
+1 (555) 918 2520
440 Kaela Branch
Phoenix
AZ
Phone
p
+1 (555) 918 2520
Experience
Experience
Dallas, TX
Tax Preparer
Dallas, TX
Shields, Kihn and Swaniawski
Dallas, TX
Tax Preparer
- Set-up files for new and existing clients and assist with completion of administrative work
- Establish rapport with clients to build working relationships and increase retention
- Manage multiple files simultaneously
- Attend internal MNP courses to further develop accounting taxation knowledge
- Update manager or engagement partner on the progress of engagements
- Provide exceptional customer service
- Develop and apply knowledge of the Canadian Income Tax Act and related legislation
Houston, TX
Seasonal Tax Preparer
Houston, TX
Bahringer-Robel
Houston, TX
Seasonal Tax Preparer
- Provide feedback to managers as part of firm’s continuous improvement strategy
- Perform all work in compliance with the firm’s policies and procedures
- Training provided. Flexible working arrangements
- Help develop, build and manage client relationships
- Preplanning of duties prior to the fieldwork such as scheduling and budgeting
- Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client’s satisfaction
- A level of comfort working in a technologically-advanced, non-paper based environment
present
Detroit, MI
Corporate Tax Preparer
Detroit, MI
Kilback and Sons
present
Detroit, MI
Corporate Tax Preparer
present
- Respond to queries raised on CT packs in a timely manner providing full responses and assisting query resolution
- Assist in tax audits
- Assist in ensuring all relevant claims and elections are made on time
- Assist in year-end consolidation process and review output
- Build relationships and interact with internal and external customers to provide excellent planning, consulting and expertise
- Assist in R&D credit claims
- Identify opportunities for process improvements
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Cincinnati
Bachelor’s Degree in Accounting
Skills
Skills
- Excellent client service orientation with an ability to handle pressure in a positive, professional manner
- Strong analytical skills to enable effective decision-making
- Working knowledge of ProSystem, Lacerte and QuickBooks
- Knowledge of basic accounting concepts involved in tax return preparation
- Ability to communicate in a professional manner
- Strong attention to detail
- Working knowledge of QuickBooks
- Are an energized professional - seeking greater responsibilities and more autonomy with clients
- Attention to detail
- Highly organized
5 Tax Preparer resume templates
Read our complete resume writing guides
1
Tax Preparer Resume Examples & Samples
- Bachelor's Degree in related field
- Proficient with Creative Solutions of Ultra Tax
- Customer Service oriented
2
Fiduciary Tax Preparer Resume Examples & Samples
- 3+ years of Trust and Estate Tax Preparation experience
- Previous Tax experience (Fiduciary; Individual; Research & Planning; State & Local; Trust/Estate)
- Working knowledge of Caseware, CCH Pro System, and Prosystem
- Able to multitask efficiently and effectively
3
Senior Tax Preparer Resume Examples & Samples
- 3+ years of tax preparation experience from a CPA firm
- Exceptional compliance, corporate, state & local, and trust/estate tax skills
- Highly organized and attentive to detail
4
Tax Preparer Resume Examples & Samples
- 3+ years of High Net Worth Tax Compliance experience
- Previous experience with Trusts & Partnerships
- Working knowledge of BNA-CCM & BNA-RAA
5
Seasonal Tax Preparer Resume Examples & Samples
- Preplanning of duties prior to the fieldwork such as scheduling and budgeting
- Supervision of staff such as delegating, training, guiding, and reviewing
- Management of Assurance and Tax compliance needs of clients including the coordination, review and delivery of assignments and ensuring that all deadlines are met
- Proactive management of WIP and billing
- Keeping the partner informed of progress and significant issues that may arise
- Timely final delivery of statements and returns according to the Firm’s standards
- Maintaining direct communication with the clients and accounting staff throughout the year
- Completion of or working towards CA designation
- Minimum 2+ years of relevant experience
- Strong analytical, accounting and auditing skills as appropriate for the senior level
- Ability to think critically, work independently and as part of a team
- Ability to establish relationships with staff and clients
6
High Net Worth Tax Preparer Resume Examples & Samples
- 1-5 years of related tax experience
- Proficient in Microsoft Word, Excel and Outlook
- Working towards completion of CPA examination
- Knowledge of ProSystem, Lacerte and Quickbooks
7
Corporate Income Tax Preparer Resume Examples & Samples
- Bachelor Degree (Accounting or Finance preferred)
- 1+ year of Public Accounting preferred
- International Tax skills helpful
- MS or MBA a plus
- CPA or CPA Candidate or CPA Eligible are desirable
- Intermediate or Advanced MS Excel skills strongly preferred
8
Tax Preparer Resume Examples & Samples
- 2+ years of General Tax experience (Compliance and Individual); 1 + year of experience as a Tax Associate
- Microsoft Office/Suite proficient (Excel, Outlook, Word, etc.)
- Working knowledge of ProSystem, Lacerte and QuickBooks
9
Tax Preparer Resume Examples & Samples
- Prepare tax returns in accordance with firm policies
- Provide feedback to managers as part of firm’s continuous improvement strategy
- Preparation experience preferred, but not required
- Individual tax return preparation ideal, but not required
- Excellent organizational skills and ability to pay close attention to detail
- Must be able to communicate effectively with all levels of staff from entry level to partners and work well in a team-focused environment
- Opportunity to return each year for tax season work
10
Tax Preparer Resume Examples & Samples
- Communicate directly with client when appropriate
- Other duties may be assigned
- 1-2 years tax return preparation experience preferred
11
Seasonal Tax Preparer Resume Examples & Samples
- Prepare individual, non-profit, and business income tax returns
- Perform tax research where appropriate
- May perform detail review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
- Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions
- 2 or 4-year accounting degree or equivalent experience
12
Personal Tax Preparer Resume Examples & Samples
- Provide general support to the department in the provision of tax returns
- Liaises with the client relationship manager to ensure synergy and cohesion in client delivery
- Helps prepare and sometimes finalises accurate and timely tax return work ready for review
- Liaises with other service streams and take responsibility for collation of personal tax information when the client is a multi discipline service client
13
Seasonal Tax Preparer Resume Examples & Samples
- Prepare individual tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software
- High school diploma required; Associate's or Bachelor’s degree preferred
- 1-2 years tax return preparation experience preferred. Corporate tax return preparation ideal, but not required
- Must have excellent organizational skills and be detail-oriented
- Demonstrated Microsoft Office Suite skills required. Experience with Adobe Acrobat is preferred
- Training provided. Flexible working arrangements
- Opportunity to return each year for busy season work
14
Seasonal Tax Preparer Resume Examples & Samples
- Preparing almost exclusively individual, with minimal corporate, partnership and other returns, as well as preparing tax work papers
- Significant experience preparing individual returns including all IRS schedules
- Experience with ProSystems Tax, GoFileRoom, and Adobe Professional, and paperless process
- Demonstrated understanding and proper application of rules, regulations and codes of conduct of relevant governing bodies (i.e. IRS, AICPA, PICPA, State Boards of Accountancy, etc
- Ability to multi-task and work in a fast paced environment
- Strong computer skills (MS Office, Outlook, etc.) and aptitude to learning new applications
- Ability to organize work, effectively manage a variety of projects and the ability to work accurately while meeting deadlines
- Previous experience with tax processing in a CPA or professional services firm is preferred, but not required
- Previous experience related to small corporate, partnerships and individual tax
- A level of comfort working in a technologically-advanced, non-paper based environment
15
Tax Preparer Resume Examples & Samples
- Liaise and correspond professionally with clients and colleagues
- Set-up files for new and existing clients and assist with completion of administrative work
- Manage multiple files simultaneously
- Compute taxes owed and prepare tax returns ensuring compliance with government standards for personal, small business and/or farms
- Compile and organize client records
16
Tax Preparer Resume Examples & Samples
- 6 months to 1 year of tax experience is preferred
- Previous experience or exposure to a variety of complex tax returns
- Bachelors' degree in accounting or currently in pursuit of an accounting degree
- Positive/team oriented approach
- Computer skills including Microsoft Suite and tax preparation software
17
Seasonal Individual Tax Preparer Resume Examples & Samples
- Prepare individual income tax returns utilizing information provided by clients by reviewing client information and inputting into tax preparation software
- Secure all information required to prepare a complete and accurate tax return in accordance with firm policies
- Refer complex tax issues to manager for advice and counsel
- Must have good organizational skills and be detail-oriented
- Previous experience as an individual income tax preparer is preferred
- Candidate should be available to start early February to continue through mid-April
- Position offers flexibility with regards to hours (30-40 hours a week)
- Knowledge of ProSystems income tax preparation software is a plus
18
Lead Tax Preparer Resume Examples & Samples
- Assists Trust Tax Outsourcing Manager with day to day activities of overseeing team to ensure: 1) generation and filing of returns during tax season 2) review of transactions during off season and 3) meeting/exceeding client expectations
- Monitors quality control of assigned accounts for accurate tax preparation
- Answering client tax related questions pertaining to the tax information prepared by this team
- Provide various reports to client as needed
- Communicating with clients during year on deadlines and deliverables
- Assist with establishing processes for servicing customers
- Meet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparers
- Recommend and participate in training plans for new and existing employees on tax law changes, internal procedures, and new system enhancements
- Collaborate with various internal departments such as Product Management, Support and Service, Development, Marketing ,and Sales as needed
- Mentoring and coaching team members on our services and the attention needed to our clients
- Handle multiple engagements and responsibilities at the same time making sure each client receives the same level of service
- As position evolves may have direct oversight for a group of tax preparers
19
Seasonal Tax Preparer Resume Examples & Samples
- CPA or EA Certification
- Experience preparing tax returns for individuals and small businesses
- Tax research skills
20
Seasonal Tax Preparer Resume Examples & Samples
- Prepare concise tax returns for a variety of small business clients from individual to partnership to corporations
- Deliver quality client service (internal staff/external clients) and value while establishing and maintaining strong client relationships
- 3+ years experience in client tax preparation
- Flexibility to work extended hours during the tax season
- Proficient in Microsoft Office Suite inclusive of Outlook
- Proficiency in ProSystem FX tax software
21
Tax Preparer Resume Examples & Samples
- 5+ years of varied Tax preparation experience
- Bachelor's Degree in Accounting, Taxation and/or a related field
- Working knowledge of Pro FX Tax software
- Working knowledge of QuickBooks
22
Tax Preparer Resume Examples & Samples
- Previous tax assembly experience preferred
- Ability to take direction and switch gears quickly
- Good data entry skills
23
Tax Preparer Resume Examples & Samples
- Researching tax related questions and issues while responding to clients appropriately and within a timely manner
- Maintaining a positive and professional image at all times
- Providing IRS Audit Support
- General administrative duties and assistance as needed
- High School Diploma or equivalent (GED), required
- PTIN License Required
- General bookkeeping or accounting knowledge preferred
- Computer literate, familiar with Microsoft Excel and QuickBooks a must
- Strong accuracy, attention to detail and organizational skills
- Ability to work independently and self-organize / prioritize ones work
- Experience in Preparing complex individual tax returns
- Experience using Tax Software
24
Tax Preparer Resume Examples & Samples
- Responsible for preparing complete and accurate tax returns while delivering outstanding customer service
- Compute taxes owed and prepare personal and corporate tax returns (and other tax compliance slips) ensuring compliance with government standards
- Prepare year-end tax forms (T4s and T5s)
- Investigate and correct discrepancies/ irregularities in financial entries, documents and reports
- Respond to client questions and queries
- Update manager or engagement partner on the progress of engagements
25
Corporate Tax Preparer Resume Examples & Samples
- Work closely with the Corporation Tax Manager, and Corporate Tax personnel within the Group Tax team to gain efficiencies and drive best performance within the department
- Deliver a full range of tax services in compliance with laws and regulations within timeframe, in relation to Corporation Tax
- Prepare and complete year end tax packs for submission to Group Tax
- Respond to queries raised on CT packs in a timely manner providing full responses and assisting query resolution
- Assist in the transition from COINS to Oracle/Hyperion
- Assist in the automation of Hyperion reports and consolidation process
- Assist in ensuring all relevant claims and elections are made on time
- Assist in R&D credit claims
- Ensure that all tax reports, checklists, backup, tax packs etc are uploaded to tax archive
- Other reasonable duties including tax planning as and when required
- Proven working experience within a Corporate Tax role in a professional environment
- Previous experience in accounting processes, experience in a range of accounting areas, financial computer systems and knowledge of accounting legislation
- Experience of CT within group context, involving appreciation/experience of worldwide debt cap, Joint Amended Returns, Transfer Pricing, year-end tax reporting, R&D credit claims
- Excellent knowledge of tax accounting and tax compliance and ability to understand and work through complex tax positions in relation to Corporation Tax, and all types of tax would be beneficial but not essential
- Knowledge of tax software (Thomson OneSource) and MS Office
- Experience of working effectively with Record to Report functions or other core financial processes in a Shared Service Centre environment of a complex business
- Proficient in MS Office applications (particularly Excel intermediate level required)
- Analytical skills with detail orientation
- Collaborative, able to work with and through others as part of a team, trustworthy and self-motivated
26
Seasonal Tax Preparer Resume Examples & Samples
- Must be a licensed Enrolled Agent, CPA or JD, with current PTIN
- Experience preparing federal and state individual (1040) tax returns
- Ability to research tax topics and explain tax concepts to taxpayers
- Experience using TurboTax software a plus
- Must be willing to communicate with customers via phone and video call
27
Tax Preparer Resume Examples & Samples
- Establish rapport with clients to build working relationships and increase retention
- Provide exceptional customer service
- Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
- Required PTIN eligibility
- Qualified applicants must be self-starters and computer literate
28
Experienced Form Tax Preparer Resume Examples & Samples
- Preparation of individual income tax returns utilizing information provided by clients, including the review of client information, and the inputting the client data into our tax preparation software
- Securing all information required to prepare a complete and accurate tax return in accordance with firm policies
- Compliance with our firm written tax practice standards and firm 1040 procedures
- Associate’s or Bachelor’s degree required
- 2 or more years of recent tax return preparation experience required
- Availability to work extended hours February through mid-April and September through mid-October
- Training provided. Flexible working arrangements available
- Opportunity to join our team full time, or to work seasonally
- Extremely competitive compensation and benefits package, commensurate with experience
29
Seasonal Tax Preparer / Reviewer Resume Examples & Samples
- Review tax returns for a variety of small business clients from individual to partnership to corporations
- Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current tax trends
- Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client’s satisfaction
- 4+ years experience in client tax preparation
- Flexibility in working hours during the tax season
- Excellent time management skills, including planning, organizing, and prioritizing
- Computer proficiency and effectively applying technology tools in assigned areas
- Recent experience working in public accounting
- Proficiency in ProSystem FX tax software or similar
