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Tax Preparer Resume Samples
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0-5 years of experience
Utilized advanced tax preparation software to prepare tax returns for individuals and small businesses.
- Resolved customer concerns and complaints.
- Advised customers of their rights and responsibilities as taxpayers.
- Exercised due diligence during tax interviews.
- Ensured the proper credits, deductions, and tax liabilities were applied to tax returns, according to Publication 17 Federal Tax Code.
0-5 years of experience
Thoroughly interviewed clients to obtain data for an effective return
- Identified potential deductions and ensured clients qualified
- Ensured appointment schedule allowed adequate time to fulfill customers’ needs
- Performed regular maintenance of equipment to ensure operational condition
- Streamlined office network to make information more accessible
- Utilized QuickBooks to record expenses and payroll for business clients
0-5 years of experience
- Prepared and filed individual, corporate and partnership tax returns using Ultra Tax software
- Created invoices, adjusted entries and performed bank reconciliations in QuickBooks and Quicken
- Prepared 1099 MISC form and cover letter for clients in CFS Payroll System
- Prepared tax returns for audit by organizing supporting documents and comparing returns with receipts
- Handled busy phones, assisted client review of tax returns and processed payments in a timely manner
6-10 years of experience
Prepared work to be processed by gathering, sorting, and organizing data and documents; establishing priorities
- Prepared federal tax documents by assembling and analyzing financial information completing forms using software
- Recorded tax information by entering information into database
- Maintained compliance with tax regulation by researching current regulations
- Protected operations by keeping information confidential
- Contributed to tax team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish related job results as and where needed
- Responsible for managing clients files, including but not limited to, completing intake forms, keeping clients updated and preparing documentation require by the IRS while attempting to resolve the client’s issues
0-5 years of experience
Provided onsite training.
- Successfully led key projects which resulted in great leader skills.
- Planned and executed taxes.
- Effectively controlled the release of proprietary and confidential information for general client lists. Organized and coded all documents related to due diligence for acquisitions. Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies. Prepared correspondence, accounting and financial documents for analysis.
0-5 years of experience
- Filled in for Store Manager and performed all opening and closing duties
- Prepared tax return for clients and answered all questions in relation to their income tax and the Affordable Care Act
- Collected funds in return for services provided
- Provided excellent customer service to clients
- Proficient in diffusing angered clients and taking control of the situation to end in a satisfied customer experience
- Promoted additional sales through marketing of products that best suited client needs
0-5 years of experience
- Performed checking data input or validate totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures
- Organized and helped in preparing simple to complex tax returns
- Involved in increasing tax returns service by 15%
6-10 years of experience
Interview clients to obtain their income, expense and other pertinent details necessary to preparing tax returns. Reviewed clients’ financial documentation to determine the appropriate tax forms and strategies needed to minimize their tax liability.
- Pulled IRS transcripts for clients.
- Interfaced with IRS with tax audit assistance such as CP2000, CP22A, etc., for clients.
- Prepared simple and complex tax returns for individuals by using knowledge of federal, state and local tax codes and publications.
- Handled cash, check and credit transactions, performed daily accounting and book keeping activities for branch office.
- Managed branch front office, handled telephone and walk-in inquiries and setup appointments for clients
- Promoted office business by participating in local events and talking to friends and acquaintances.
6-10 years of experience
Accurately prepared individuals tax returns.
- Provided answers to tax related question
- Supervised up to 4 staff members, opened/closed office
- Answered phones, gave information to callers, took messages or transferred to appropriate individuals.
0-5 years of experience
Politely directed 25 to 30 tax payers weekly on how to complete their forms before meeting a tax agent.
- Interviewed tax payers to minimize errors on Form 13614-C and make tax preparation easier for the preparer.
- Professionally escorted tax payers to the tax cabinet; kindly asked and recorded information required for filing.
- A report was issued in writing at the end of each week by all advance preparers specifically about any hardship they encountered in filing taxes.
0-5 years of experience
Completed and prepared taxes for citizens based on federal tax guidelines
- Successfully and completed all courses in order to be tax certificate
- Ensure citizens taxes was properly prepared and sign by federal tax date
- Administrated over 100 taxes for the tax season
0-5 years of experience
Managed a variety of administrative and clerical functions in a high- volume office.
- Furnished taxpayers with sufficient information and advice in order to ensure correct tax form completion.
- Used all appropriate adjustments, deductions, and credits to keep clients taxes to a minimum.
- Interviewed clients to obtain additional information on taxable income, deductibles, expenses, and allowances.
- Computed taxes owed and overpaid using computer and completed entries on forms following tax form instructions and tax tables.
0-5 years of experience
Completed [company name] Tax School utilizing classroom and online style learning.
- Required to understand tax laws to properly prepare client’s individual return.
- Interview clients to obtain information regarding their tax returns.
- Practices due diligence during client interview and document all client provided information.
- Discuss financial strategies with clients providing insight into legal tax savings opportunities.
- Make the client comfortable by providing assurance that their return will be filed correctly and in a timely manner.
- Personally prepared over 100 individual tax returns.
0-5 years of experience
Managed and prepared accurate federal and state income tax returns including electronic filing process.
- Interviewed potential clients to select appropriate filing status and tax credit qualified for and request appropriate documentation.
- Reviewed tax return to ensure accuracy and completion.
- Complied with all cash/check handling protocol
- Processed/double checked all returns prior to electronic filing.
- Greeted clients in a friendly and professional manner.
0-5 years of experience
Prepared individual tax returns
- Answered phones – Assisted customers with questions, issues and concerns
- Scheduled appointments
- Made bank deposits
- Supervised receptionist and csa as needed
- Provided tax advise
- Maintained security of customer files and private information
0-5 years of experience
- Completed twenty hours of extensive training in income tax return procedures
- Prepared basic state and federal income tax returns for low income families and individuals
- Amended a previously filed return to reflect new information given by a client
- Maintained and confidential and professional relationship with all tax clients
10+ years of experience
- Prepared and assisted in preparing simple to complex tax returns for 20 individuals and 6 small businesses annually using Intuit and other tax software.
- Reviewed financial records such as W-2’s , 1099s, and documentation of expenditures to determine forms needed to prepare tax returns.
- Filed timely tax documents using electronic systems and hard copy.
- Used 1040s, 1099, 1021, 1021S, 1065, among others.
- Affordable Care Act credit
0-5 years of experience
Interviewed clients to obtain information on taxable income and deductible expenses
- Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns
- Prepared simple to complex tax returns for individuals or small businesses
- Computed taxes owed or overpaid, using adding machines and computer
- Completed entries on forms, following tax form instructions and tax tables.
- Checked data input or verified totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
- Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
0-5 years of experience
Employ company’s propriety tax software in facilitating thorough in-person interview with potential clients
- Present accurate information to clients, encompassing applicable company products and services
- Accurately completing and auditing all related tax forms in accordance and compliance with the policies/procedures
- Managed and trained a team of new hires, supporting their production
0-5 years of experience
Interviewed clients to gather information on taxable income, deductible expenses and allowances
- Prepared complete and accurate individual Federal, State and City tax returns
- Advised clients on future tax planning
- Offered and explained how H&R Block’s products and services benefit each client based on their specific situation
6-10 years of experience
Provides superior client services related to the completion of individual and small business tax returns
- Responsible for establishing and implementing the corporate data security policy while tracking adherence, compliance, and upholding corporate integrity
- Engages with government organizations (Internal Revenue Services, National State Departments) and responding to inquiries
- Proficient in preparing taxes for individual and small businesses using forms 1040’s, 1120’s, Schedule C’s, Schedule E’s, Schedule K-1’s and other forms for clients
- Remains complaint with the IRS accredited hours yearly
- Coach, Mentor and Education clients into doing things ethical
0-5 years of experience
Organized tax return information sheets on a timely basis
- Answered phones/emails to help verify client information
- Created task on a network that guided associates to new task and organization
- Filed important paperwork and documents that would be used to complete tax returns.
0-5 years of experience
Provided income tax preparation services for clients.
- Coordinated and compiled all seasonal employee scheduling.
- Managed and supervised small “Rapido income tax” office.
- Filed tax returns and prepared governmental reports in compliance with strict standards.
0-5 years of experience
Prepared and filed state and federal corporate tax forms
- Audited upper and lower tier financial statements and work papers
- Reviewed general ledger, financial statements, and equity section
- Updated balance sheet for YE and made correct adjusting journal entries
0-5 years of experience
Prepares income tax returns using Drake and/or Pro Series for individuals and small businesses
- Computes taxes owed, using adding machines, tax forms instructions and tax tables
- Advise clients against tax liabilities
- Recommend additional products and services
- Ensures a copy of completed return is provided to client
- Assists with approximately 5 returns per day
0-5 years of experience
Computed taxes for various clientele.
- Reviewed financial records prior to preparation.
- Interviewed clients to obtain additional information on income and deductible expenses.
- Entered data into Max Tax computer software.
- Provided exceptional customer service to all guest
6-10 years of experience
Accurately prepare tax returns
- Conduct quality review of all completed returns to ensure accuracy prior to transmitting to IRS
- Manage store year round
- Perform month end process for multiple stores
- Provided on call support for multiple stores
- Counseled customers on current taxes, future endeavors and resolution to IRS letters
- Completed level three certification for tax preparation
- Scheduled, organized and Taught Tax Preparation Course
0-5 years of experience
Acquired excellent training and tax updates for the preparation of individual income tax returns for client’s in a public
accounting office that provides tax preparation for businesses and individuals.
- Prepared approximately 200 individual tax returns for federal and state filing.
- Prepared client extensions
- Continuously researched applicable tax information to improve knowledge and better serve customers
- Utilized the GoSystems and Cpaperless tax preparation software.
6-10 years of experience
Acted as a tax preparer, created and reconciled reports
- Maintained files and records
- Provided customer service support
- Managed client relationships
- Guaranteed positive customer experiences and resolved all customer complaints
0-5 years of experience
Opened and closed the tax office
- Generated and maintained employee schedules
- Handled monetary payments and provided payment plans
- Maintained appointments and follow ups
- Organized meetings with Walmart Employees
- Answered public inquiries
- Maintained filing and inventory procedures and audited office files
- Deposited office monies in the appropriate bank accounts
0-5 years of experience
- Prepared individual tax returns, e-filed returns
- Entered payroll information into QuickBooks for 12-15 small businesses, paid payroll taxes, filed quarterly payroll reports
- Entered receipts/checks/deposits into QuickBooks for 3-5 small businesses
- Calculated manual bookkeeping records for small businesses, reconciled bank statements
0-5 years of experience
- Prepared federal, state tax returns, researched audit letters and bookkeeping functions.
- Advised self-employed clients on how to organize business income and expenses.
- Backup instructor for the basic tax class.
0-5 years of experience
Facilitated tax returns based on business software programs.
- Utilized tax knowledge with regards to customer’s request.
- Demonstrated leadership skills by working independently at store locations.
- Resolved any complaints tax clients presented.
- Scheduled employee staff.
10+ years of experience
Prepares income taxes for individuals, businesses, and corporations for 30 clients.
- Has maintained a 99% refund rate for the past 10 years
- Prepares 2 years comparisons, 5 year forecast, and business plans for new and developing companies.
- Provides payroll services including tax compliance, w-2, and 1099 preparation.
0-5 years of experience
Prepared Tax Returns for clients
- Answered incoming calls to set up appointments
- Processed Notary Public documents for clients
- Assisted with the quality control of 2014 tax course
0-5 years of experience
Collected vital information in order to thoroughly assist franchisee offices across the Nation.
- Provides tax information by responding to questions and offers tax assistance through online chat service, BoldChat or Issue tracker.
- Receives additional cross training/online seminars on all federal/state tax information
- Researches additional information provided by the IRS to assist with rejected returns, K-1’s, Business returns, some state procedures for state returns, immigration status, filing status, and other tax related issues.
6-10 years of experience
Conducted interviews with clients to determine tax preparation needs
- Completed over 200 personal federal, state and local income tax returns per year
- Fluent with Drake(TM) tax preparation software
- Created center of influence relationships with Cleveland area business professionals to attract and market to new potential tax clients
- Used Quickbooks(TM) accounting software to manage payroll functions for business
10+ years of experience
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Calculate form preparation fees according to return complexity and processing time required.
- Answer questions and provide future tax planning to clients.
0-5 years of experience
Use Quick Books to reconcile bank statements, generate reports, and process Accounts Receivable payments
- Use ProSeries to complete individual (Schedules C, E, and F), partnership, LLC, and S-Corporation tax returns
- Use W-2 Mate to process 1099 forms for clients and use Quick Books to invoice clients for 1099 forms processed
- Filed 1099’s with the IRS (approximately 200 companies)
- Aided in filing extensions & tax returns with the IRS
0-5 years of experience
- Answered telephone and transferred calls to appropriate representative.
- Prepared federal taxes for customers
- Educated customers on the tax laws
0-5 years of experience
Prepare tax returns using electronic filing software.
- Resolve customer complaints
- Advise on potential tax liabilities
- Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
- Recommend additional products and services
- Ensure a copy of the completed return is provided to the customer.
0-5 years of experience
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Prepare and assist in preparing simple to complex tax returns for individuals or small businesses.
- Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
- Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
- Consult tax law handbooks and bulletins in order to determine procedures for preparation of a typical returns.
- Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
0-5 years of experience
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
0-5 years of experience
Preparation of simple to complex tax returns for individuals, sole proprietorships and corporations.
- Working knowledge of Schedule C depreciation and calculation of assets and vehicle depreciation for sole-proprietors.
- Review financial statements and documentation of expenditures to determine forms needed to prepare the tax returns.
- A working knowledge of investments, taxed dividends, sold stocks (1099B), stock options, and cost-basis.
- Calculation of form preparation fees according to return complexity and processing time required.
- Schedule appointments for customers
- Answer incoming calls and any inquiries customers may have
- Clerical duties based on needs of the business
0-5 years of experience
Prepared tax returns for clients using Taxslayer software. Tax returns consisted of individual and business returns.
- Filed returns electronically in accordance with policies and in compliance with legislation and regulations.
- Review financial records such as income statements and documentation of expenditures.
- Interview clients to get a thorough picture of financial situation to identify potential tax credits and liabilities.
- Verify totals on past forms for accuracy.
- Calculate and invoice preparation fees.
- Consult tax law handbooks for especially difficult tax returns.
0-5 years of experience
Compute taxes owed or overpaid, using personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Prepare or assist in preparing simple to complex tax returns for individuals
- Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns
0-5 years of experience
Handle many details and challenging situations including booking air tickets, proper paper filing, routing mail and requesting supplies in the office
- Manage a filing system, track incoming and outgoing correspondence and coordinate the flow of paperwork around the office
- Address customers inquiries and solve problems involving insurance for customers
- Check data input and verify forms prepare by others to detect errors in arithmetic, data entry, or procedures
- Compute taxes owned or overpaid using office computers and following tax form instructions
- Interview clients to obtain the necessary information to prepare simple to complex tax returns for individuals or small business
- Review all financial records including income statement and documentations of expenditures to determine forms needed to prepare tax returns and make proper appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum
0-5 years of experience
- Provide high-quality assistance to all taxpayers.
- Prepare taxpayer’s return based on information provided by the taxpayer or answer tax related questions.
- Interview taxpayer to determine if all income, deductions and allowable credits are claimed.
- Prepare tax returns using IRS-provided software while working independently.
- Ensure on-site quality review is performed on completed returns prior to taxpayer signature.
- Ensure a copy of the completed return is provided to the taxpayer.
0-5 years of experience
Gathering Financial Information then compute taxes owed by following tax code.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Calculate form preparation fees according to return complexity and processing time required.
- Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
0-5 years of experience
- Prepare clients individual 1040 return, with all the necessary schedule forms
- Also prepare clients 1120, 1120s, 990, and 1065 tax forms
- File sales tax, state withholding, federal withholding and federal annual unemployment tax returns
- Work on ongoing audit cases with gathering documents and following up with auditors
- Do compliance check on new, or returning clients with the IRS
- Follow up with clients on their tax return, and audit cases
- Do external bookkeeping for business clients
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[Tax Preparer]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
