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Tax preparers are accountable for preparing and filing general tax forms. They ensure clients pay the right amount and maximize their refunds by submitting tax forms on their behalf. Your resume needs to reflect your financial competency to apply for an interview successfully. We wrote this resume-writing guide to help you write an effective tax preparer resume, including downloadable free templates and relevant examples.
Save yourself valuable time and use one of our free resume examples or high-quality resume templates to write your resume faster than ever.
Tax Preparer Resume
A well-structured and strategic tax preparer resume will divide your professional information into individual sections that make it easy to follow. These are the standard sections that you’ll include on most resumes:
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Resume-writing can seem complicated, but it follows a simple formula that, with enough practice, can make you a skilled applicant.
Find out how to frame a resume for the position of a tax preparer using our resume examples. Taking the time to look through examples of what your resume should contain and how it should look can help you create a competitive document.
The proper resume format gives your resume a professional structure. Each format organizes your resume’s key sections (skills or work history) in different orders according to your strengths.
The three most accepted resume formats are the chronological, functional and combination.
Select a format that fits your experience level and skill set.
To learn more about the formats, visit our resume formats guide.
Chronological
Functional
Combination
Once the information-gathering process is complete, start writing your resume. Our writing guides make it easy for you to craft an interview-ready tax preparer's resume.
1. Develop an opening strategy.
Your resume starts with a brief elevator pitch focusing on your professional accomplishments, skills and abilities to give the recruiter a glimpse of your caliber. You can opt for either a summary statement or a career objective as your opening statement, depending on your experience. We can help you craft both effectively.
Consider writing a career objective or an introduction that focuses on transferable skills and how you aim to improve your tax prep skills through real-world experience if you're a recent graduate, a freelancer or switching careers.
Go for a summary statement or brief breakdown of relevant experience and accomplishments that you can replicate to benefit a new tax preparation firm if you are an experienced professional.
Here are good and poor examples of how to write a career objective for a tax preparer.
Poor example:
“Highly skilled tax preparer seeking employment with a reputable company. During my tenure with the organization, I hope to develop my skills and excel at tax preparation.”
We consider this career objective poor since it does not convey the candidate's qualifications or experience in tax preparation; instead, it explains their desire to join a firm and improve their skills. If you’re a recent graduate, you could make this example better by specifying which branches of tax law you specialize in, where you studied or what internships readied you for an entry-level role.
Good example:
“Highly skilled recent graduate with a 3.8 GPA, looking for an entry-level tax preparer position. During a 6-month internship program, I identified systematic report mismanagement that saved one of the key clients $15,000. The internship also provided me with training in KPI management, budgeting, tax filing and improved my customer service skills.”
This career objective is a better example since it mentions:
Refer to these tips and the below example if you choose to write a summary statement.
Take a look at this example of a summary statement to better understand how to execute this strategy:
“Systematic tax preparation professional with five years of experience and solid time management and advanced problem-solving skills. Proficient in QuickBooks, ProSeries Professional, Lacerte and financial and data analysis. Accredited Certified Tax Professional (CTP®) since 2021.”
2. Your skills can work to your advantage.
Your skills section can include up to eight different skills, including a mix of soft, hard and technical skills. All three resume formats include a dedicated skills section where you list up to eight skills in a bullet list.
However, a functional resume goes into detail about your skills in three to four descriptive bullet points. Let's look at an example of a functional’s expanded skills section:
Skills
Detail-oriented
Here are some soft, hard and technical skills you might want to include in your resume.
Soft Skills determine how harmoniously and cooperatively you interact with others at work. Some examples are:
Hard skills are job-specific and come from practice, education and practical experience. Some examples for tax preparers are:
Technical skills refer to the ability to use digital tools, procedures and software for job-related purposes. Some examples are:
Find more skills for tax preparers in our Resume Builder. Use our resume-builder tool to build your resume rapidly by choosing from suggested skills and prewritten content specifically for tax preparers.
Recruiters can determine an experienced candidate's expertise by reviewing their past roles in the same industry. List your work experiences in reverse-chronological order, starting with the most recent.
Each job entry must include the following information:
Describe your past accomplishments and tasks using three or four bullet points below each entry.
Learn how to frame your work history with this example:
Poor example:
Work History
A hiring manager will find it challenging to evaluate a candidate's value and abilities from a vague description such as this one.
Good example:
Work History
In this example, the numbers and details illustrate the candidate's qualifications and caliber.
Follow these tips for a stronger work history section:
A prospective employer can check your education qualifications to determine if you possess the basic qualifications required for the position. Start with your highest academic degree or diploma relevant to your field.
Make sure each entry includes the following:
A bachelor's degree in finance or accounting is often enough to qualify as a tax preparer. However, you can upgrade your career by obtaining a higher degree in the same field. Additionally, you can incorporate details of other relevant credentials, such as electronic filing identification numbers (EFIN) and Preparer tax identification numbers (PTIN).
Create a custom section for all the additional certifications relevant to your role as a tax preparer. A tax preparer must have or consider acquiring the following credentials to excel in their career:
U.S. International Tax Certificate
This certificate teaches tax professionals how to keep up to date with the ever-changing tax laws and appropriately plan for and ensure compliance with applicable tax regulations within your jurisdiction and globally.
Preparer Tax Identification Number (PTIN)
Any agent who prepares federal tax returns for compensation must have a PTIN before preparing returns.
Certified Bookkeeper (CB) Program
Take the CB exam to give your bookkeeping career a head start. This program can provide you with the advanced bookkeeping knowledge needed to enhance your career.
Knowledge of Microsoft Office Suite products, particularly Excel, is essential for tax preparers. This certification can allow you to demonstrate your proficiency in Excel and other Microsoft applications.
Some additional educational options that you can consider are:
Your personal information sits at the top of your resume and includes crucial details like your full name, city and state of residence, telephone number and professional email address. If you run a private office, consider adding a link to your professional website or LinkedIn account.
You can customize these free tax preparer resume templates by replacing the sample content with your information and formatting them on your favorite word processor.
To be a successful tax preparer, an individual must possess a broad range of skills. Among those, there are three that every professional should have:
To stand out as a tax preparer, you want your resume to exhibit your strong understanding of tax laws, rules and regulations in this competitive market. Make yourself visible by using social media and speak about the software you use, your clients and your strengths.
Some daily duties of a tax preparer include:
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