Tax Preparer Resume Example
Starting a career as a tax preparer gives you the chance to gain experience in preparing tax returns and advising on IRS regulations. A strong resume for tax preparer applications showcases your skills, experience and achievements and helps you stand out from other candidates. In this article, we'll highlight tips and examples for creating a tax preparer resume that makes a winning impression on recruiters and hiring managers.
This comprehensive guide will give you all the tools you need to craft a tax preparer resume that positions you strongly against other candidates. The guide will show you practical examples of how to structure your resume to show off your best and most relevant skills and career achievements. It will also show you how to tailor your resume according to the job description and your unique skill set. Continue reading to find expert tips and advice from Jobseeker that will help you with your tax preparer resume.
Key sections for a tax preparer resume
A successful tax preparer resume will typically include each of the sections listed below, with some optional sections. If you're an entry-level candidate without much work experience, that section may be less prominent in your resume. You may focus instead on sections that showcase your skill set, such as education, projects, hobbies and hard and soft skills lists.
How you choose to present your resume is up to you. There are plenty of options for a professional resume layout and format, but every application should include the following:
Resume Header
A tax preparer resume header contains your name and contact information. Add your first and last name, your phone number and your email address. Include your address or location, but avoid adding any other personal information. If you have a LinkedIn profile, you can add the URL to your header so the hiring manager can get a better understanding of your work history and experience. Make sure your resume header is as brief as possible and doesn't take up too much valuable space. Choose a clear, professional design that sets the tone for your application.
Only include professional, name-based email addresses in your resume header. If you have an old email address that uses nicknames, puns, references to your personal interests or anything else that could appear unprofessional, set up a new email just for your job applications. Finally, always double-check your contact details are correct and up-to-date before sending your resume.
Steven Nguyen
steven.nguyen@example.com
(111) 222 33 444 55
221B Baker Street, New York, NY
linkedin․com/in/steven–nguyen123
Resume Summary
The next section is the resume summary. The section might also be called 'resume objective' or 'personal profile'. This is a brief introduction to you, your key skills and your career achievements and ambitions. While a resume summary focuses on your career achievements and experience, a resume objective typically focuses on your ambitions for the future. Additionally, make sure your resume summary reflects the job description and focuses on qualities that are relevant to working as a tax preparer.
Alternatively, focus on introducing your career ambitions, and why this role is a good fit, both for you and the organization.
A good resume summary is short and snappy, and focused on the skills and experience listed in the job description, with evidence to back it up. It will also help the reader to form their first impressions of you by providing an insight into your personality and unique qualities. Take a look at some strong examples of how to approach a tax preparer resume summary in the graphic below.
Good example:
Detail-oriented and highly skilled Tax Preparer with a Bachelor of Science in Accounting and extensive experience as a Tax Specialist. Proficient in preparing and reviewing tax returns, ensuring compliance with federal and state tax regulations, and providing strategic tax planning. Strong analytical skills, excellent attention to detail, and a proven track record of identifying tax-saving opportunities for clients. Adept at utilizing accounting software and maintaining up-to-date knowledge of tax laws and regulations
Bad example:
Tax professional with some background in accounting and handling tax-related tasks. Worked on preparing and checking tax documents, following rules, and thinking about tax strategies. Good at looking at numbers, paying attention to details, and finding ways to save on taxes. Used accounting tools and kept up with tax rules and changes
Conversely, a bad resume summary might be too generic, lacking focus on the specifics of the job description. It will also fail to provide any useful insights on what makes you a unique candidate. In the graphic above you can find some negative examples of how to write a resume summary.
Skills
The skills section is one of the main ways to show employers you've got the skills required for tax preparer roles. Whether your skills include IRS regulations familiarity, time management skills or any other useful skills for the role, you'll want to list them here. Again, include any skills that match those listed in the job description. Focus particularly on technical skills required for tax preparer jobs and transferable skills that show your qualities as a tax preparer.
How to include hard skills on your tax preparer resume
In your hard skills list, include any specific abilities related to the role you're applying for. These could be technical skills or industry knowledge that showcases your expertise in your chosen profession. Furthermore, your hard skills list helps to show employers how competent and experienced you are at key tax preparer duties and responsibilities. Add up to five key hard skills that show you're an ideal candidate for the role. It can also be beneficial to add context to each skill, showing how you've used it to positive effect in your career to date.
For an effective resume hard skills section, focus on the technical skills that are most essential in the job description, and that match your specific expertise. Some examples of the best hard skills for a tax preparer resume are listed below.
- Tax law knowledge
- IRS regulations familiarity
- Financial statement analysis
Soft skills on your tax preparer resume
In your soft skills list, include any personal characteristics that make you a good fit for a tax preparer job. Soft skills tend to be more universal than hard skills, but they're no less important. Indeed, without soft skills, you may struggle to adapt to tax preparer roles or meet the standards expected of you. So make sure you include several key soft skills on your resume. It's best to aim for four or five soft skills that match the job description and reflect your strongest personal qualities.
A strong soft skills section should play to your strengths, listing skills that reflect your personal qualities while also reflecting the skills listed in the job description. For some examples of good soft skills for a tax preparer resume, see below.
- Attention to detail
- Client relationship management
- Time management skills
Education
In this section list any educational qualifications or degrees that are relevant to tax preparer roles.
A tax preparer role tends to require candidates to have a university or college degree, so make sure you list yours in your resume. A Bachelor of Science in Accounting degree or similar is the most suitable for this job, but you could also include any other relevant qualifications that show your financial statement analysis or tax software proficiency.
Enter the name and level of the qualification, the institution you studied at, its location and your dates of study or graduation. You can also add some bullet points outlining any high grades, awards you won or specialist subjects you studied. Adding this information will show the employer your dedication to learning and your areas of specialist knowledge.
If you organized or participated in any clubs or societies while at university, or you took part in any voluntary work, you could also mention these here.
Bachelor of Science in Accounting, 2017 - 2020
Wesleyan University, Middletown, CT
Certifications and Training
In your certifications section, list any professional certifications or licenses that are relevant to working as a tax preparer. These could be official licenses required for the job or certifications that improve your employability. Therefore, add any professional licenses or certifications, along with valid dates that show they're still valid.
Below you can find several examples of certifications for a tax preparer resume:
- CPA License, 2022
- Enrolled Agent, 2022
- AFSP Certificate, 2022
Work Experience
In the next section, list your employment history focusing on the most relevant previous roles and achievements that showcase your tax preparer skills. For each entry, list the job title, the name of the employer, its location and the dates you worked there. Add each job in reverse-chronological order, starting with your current or most recent role.
Add some bullet points under each job entry, explaining your achievements in the role, so the reader can see how you contributed towards success for the company. Provide evidence of your impact and make sure each point addresses a requirement listed in the job description.
A good resume work experience section includes your most relevant previous jobs and highlights your key achievements in each role. To make the best possible impression on hiring managers, make sure each entry in your work experience section references skills and experience listed in the job description, and shows how you added value to each role with quantifiable evidence and outcomes. There are some examples of strong resume work experience sections below.
Good example:
Tax Specialist, January 2022 - Present
Pinnacle Tax Solutions, Jersey City
- Successfully reduced corporate tax liabilities by 15% through strategic planning and comprehensive review of financial statements and tax returns
- Implemented a tax compliance system that improved filing accuracy and reduced audit risks, resulting in zero penalties over three years
- Led a team to recover $500,000 in overpaid taxes through meticulous analysis and effective communication with tax authorities
Bad example:
Tax Specialist, January 2022 - Present
Pinnacle Tax Solutions, Jersey City
- Improved company processes and efficiency through strategic initiatives and teamwork
- Enhanced accuracy and reduced risks in tax filings
- Led efforts to optimize financial outcomes and achieve goals
Above, you can see a weaker example of a resume work experience section to best avoid. Ineffective work experience sections tend to focus too much on everyday responsibilities over skills and achievements. If you use vague descriptions of activities and fail to back up your achievements with evidence, you're likely to fail to make an impact on the reader.
Jobseeker Tip:
Optional Information
If you need to provide further evidence of your suitability for the job, optional sections can be useful for a tax preparer resume. Pick from the optional sections below to help show the employer you have the skills and experience for the job.
Hobbies and Interests
Hobbies and interests can be a useful way of showing your skills and experience beyond your work and education. They also help to show a different side of your personality, and can help your resume create a more memorable impression on hiring managers. If you're short on real world work experience, hobbies and interests can be a useful way of providing more information about your qualities. Just make sure any hobbies and interests you include in your resume add genuine insight into your personality, in ways other sections of the resume can't.
Volunteer Experience
Adding voluntary roles can be a useful way of showing relevant experience and skills for tax preparer roles beyond your main employment history. Include the title of your volunteer role, who you volunteered for, as well as the dates you carried out the work. Provide brief details of your responsibilities and the impact you made.
References
It's relatively unusual to include references in a standard tax preparer resume, but they are required occasionally. Check the job advert to see if you'll need to add references to your resume. Only include referees that you've had prior approval from, and notify them to expect contact from the employer.
Please contact me for a list of references.
Best words to use in a tax preparer resume
Using strong action verbs in your work experience bullet points can make a stronger impression on employers and show the value you added to your previous roles. Choose verbs from the suggestions below that highlight your key skills or those mentioned in the job description.
- Analyzed
- Prepared
- Audited
- Computed
- Reviewed
- Advised
- Calculated
- Reconciled
- Documented
- Submitted
If you need help creating a resume that impresses HR managers, take a look at Jobseeker's professional resume templates. You can also access beautiful cover letter templates that help your application stand out.
Example of a tax preparer resume
The tax preparer resume example below incorporates all the information from above into a full-designed resume template, so you can see how a final resume will look:
221B Baker Street, New York, NY
•
steven.nguyen@example.com
•
(111) 222 33 444 55
•
linkedin․com/in/steven–nguyen123
Dedicated and detail-oriented Tax Preparer with a Bachelor of Science in Accounting and proven experience as a Tax Specialist. Skilled in preparing and reviewing tax returns, ensuring compliance with federal and state regulations, and providing strategic tax planning advice. Strong analytical and problem-solving abilities, adept at managing multiple tasks efficiently to meet deadlines. Committed to delivering exceptional client service and maintaining the highest standards of accuracy and confidentiality
Tax Specialist
2020
-2022
Summit Tax Advisory (Louisville)
- Reduced corporate tax liability by 15% through strategic planning and compliance optimization, resulting in $200,000 annual savings
- Successfully managed and resolved 50+ tax audits with zero penalties, maintaining a 100% compliance record over three years
- Implemented advanced tax software, increasing efficiency by 30% and reducing preparation time for quarterly filings by 10 hours
Bachelor of Science in Accounting
2017
-2020
Michigan State University (East Lansing, Michigan)
Tax law knowledge
IRS regulations familiarity
Financial statement analysis
Attention to detail
Client relationship management
Time management skills
CPA License
Enrolled Agent
English - Fluent
Spanish - B2
Tips for tax preparer resumes
Advice to help you craft a winning resume
- Write a compelling resume summary or objective to introduce yourself and your key tax preparer skills.
- Choose a resume format that's clear, professional and makes your resume as readable as possible. Pay particular attention to the font, line spacing, heading and margins to make your document as easy-to-read as possible for employers.
- Mention your key educational achievements, such as degrees and professional qualifications, along with grades such as your GPA, if they're high.
- Adapt your resume for every job application for maximum impact. Review the job description to understand the specific requirements for the role.
- Make your tax preparer resume short and to-the-point. A length of one page is ideal for junior roles, while two is acceptable for senior applications.
Keep away from these common resume mistakes
- Don't lie or exaggerate about your tax preparer experience or achievements as it can harm your chances in the long term.
- Don't use jargon or acronyms when you can use simple, straightforward language to say the same thing.
- Don't add personal information such as your age, gender, a photo or marital status, as these can lead to bias in the hiring process.
- Don't use an email address that contains unprofessional content, and if necessary create a new, more professional email address.
- Don't forget to review your contact information before sending your resume, to ensure it's all up-to-date.
How to make an ATS-friendly resume
Applicant tracking systems (ATS) help recruiters and employers to manage their hiring process. They can handle some of the more time-consuming and resource-intensive jobs, such as initial screening of resumes. Employers often receive hundreds of applications per vacancy, and ATS software can quickly and accurately scan and rank resumes based on their likely suitability for any role. If you follow a few simple tips when writing your tax preparer resume, you'll give yourself a better chance of ranking highly in the ATS screening and progressing to the next stage.
Here are a few quick tips for creating an ATS-friendly resume:
- Opt for an established, traditional resume format such as a reverse-chronological or functional structure. These will ensure your resume includes all the necessary details ATS systems scan for.
- Use of job description keywords throughout your resume will help it rank higher in the ATS scanning stage, as it will more closely match the requirements laid out in the job description.
- Include clear headings in each section that match the traditional resume structure and format. This will make it easier for the ATS software to scan your resume.
- Use a resume design that includes clean, professional design elements to give your content space to breathe. This might include clear, readable fonts, subtle color accents and simple design elements.
- Use concise language to keep the length of your resume to between one and two pages. This will make it easier to scan for ATS applications.
If you're looking for inspiration for your resume, discover our comprehensive resume examples and in-depth, expert career blog.
A tax preparer resume FAQs
Now that you know how to write a professional tax preparer resume, you might also want to learn how to write an accompanying cover letter that makes a similar impact.
Check the job description to see whether a full, formal cover letter is necessary. In some situations, it might be more suitable to simply send a brief email to introduce yourself and accompany your resume.
A full, formal cover letter follows a traditional letter-writing structure and format. Add your header, the recipient's address an use professional greetings and sign-offs. In your first paragraph, introduce yourself and confirm the role you're applying for, along with your reasons for applying. Next, outline your key skills and achievements that are most relevant to the tax preparer job description. Finish by expressing your enthusiasm for the role and adding a call to action to encourage the hiring manager to contact you for further information.
Jobseeker's tried and tested cover letter templates were created by experts to help you make a strong impression with your applications. Follow the simple steps to create a winning cover letter today.
As an experienced tax preparer, you'll want your resume to showcase all of your relevant experience and achievements. As a tax preparer with a wealth of experience, you'll want to showcase this in your work history section. Consider going back beyond the standard 10 to 15 years of employment history to show employers your experience levels. Consider adding any optional sections that show employers the impact you've made in your career to date. These include awards, successful projects or a dedicated achievements section.
If you want to create a strong first impression in your tax preparer application, a resume headline can help. Resume headlines can also help you pass the ATS stage of the selection process, by highlighting the job title and one or two key details. Write a concise headline including the job title, a reference to your experience or track record and one or two key skills.
Here's an example of a strong resume headline:
- Aspiring Tax Specialist Seeking Opportunities
- Experienced Tax Preparation Specialist
- Experienced Senior Tax Consultant
The resume format that gives you the best chances of success depends on your experience levels, as well as the type of job you're applying for and its seniority level. For entry-level roles, or situations where you're changing to a new career, a functional resume is often the best option. This places your skills and education above your work experience. If, however, you have relevant work experience in the industry, it's typically best to use a reverse chronological resume format. This highlights your achievements in work, which is probably the most important factor for hiring managers to consider.
Key points for your tax preparer resume
Writing a strong, impactful resume is about using your experience to demonstrate your relevant skills and achievements. You can do this through your work history or other resume sections. Choose the most suitable resume format for your experience levels, and focus on tailoring your resume based on the requirements listed in the job description.
Using the professional resume templates and resources of Jobseeker can help you create a great-looking resume that stands out from other applicants. Sign up today and follow the simple steps to get started. Whether you're a junior or senior candidate, a professional cover letter can help to grab the attention of the employer. Jobseeker's cover letter examples were created by careers experts to provide useful tips and ideas for your cover letter.
Sources:
(1) Writing a Resume, California Department of Human Resources: https://www.calhr.ca.gov/employees/Pages/resume-tips.aspx
(2) Resumes, Cover Letters and Job Applications, New York State Department of Labor: https://dol.ny.gov/resumes-cover-letters-and-job-applications
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