Tax Preparer Resume Samples

Tax preparation is an interesting career field because of the wide range of professionals who may be involved with it. For example, anyone from a first-year accounting student to a practicing CPA can prepare taxes. In most cases, however, clients will hope to hire someone with a solid background in finance and accounting. This article will provide two tax preparer resume samples targeted to helping you create your own tax preparer resume. The first example is an entry-level resume, and the second is mid-career.

Tax Preparer Resume Samples

Tax Preparer Resume Sample 1

Jonathan Silverberry
756 Windy Avenue, Oak Ridge, Oregon 78456
jonathan.silverberry@email.com
498-895-6516

A. Summary

I am a college senior pursuing my degree in accounting. Over the course of my studies, my high GPA and involvement in extracurricular activities demonstrate my enthusiasm for the field of accounting. Above all, I love working with numbers — and I especially love helping people solve their numbers-related problems. I am looking for a place where I can gain some experience as a tax preparer. If hired, I can provide you with an accurate tax report that will keep you in great standing with the IRA.

B. Working Experience

August/2016 – December/2018 — Northern Mountain University, Oak Ridge, Oregon

Responsibilities:

• Intern and accountant in the school finance office
• Learned about domestic, foreign, business and corporate tax preparation
• Prepared and updated sensitive financial documents for the university at large
• Conducted interviews with financial leaders throughout the university and the state of Oregon

Achievements:

• Promoted from unpaid to paid intern in only one semester
• Completed internship for college credit
• Grew into a leadership role to guide other interns in their learning of the job

January/2014 – December/2018 — American Star Insurance, Portersburg, Oregon

Responsibilities:

• Assisted in the development of personalized insurance plans for families and individuals
• Filed claims for auto, home, and medical insurance
• Maintained relations with the firm’s clientele and provided excellent customer service

Achievements:

• Earned the status of “top monthly seller” on various occasions
• Earned raises or promotions on a bi-annual basis
• Helped train new employees to learn the basics of the job
• Helped hire for new positions as needed throughout the office

March/2012 – August/2014 — Home Retail Stores, Portersburg, Oregon

Responsibilities:

• Provided customer service over the phone and at the cash register
• Assisted other departments when they were understaffed
• Kept an eye on the store’s sales and financial goals

Achievements:

• Earned raises and promotions on a yearly basis
• Achieved the status of shift leader
• Helped new employees grow into their respective roles

C. Education and Academic Training

Northern Mountain University, Bachelor of Science in Finance and Accountancy, August 2014 – May 2018 (GPA: 4.0 — Summa Cum Laude)

D. Job Related Skills

• Excellent arithmetic ability
• Understanding of IRA compliance and regulations
• On my way to certified public accountancy
• Experience with financial analysis and forecasting

E. General Skills

• Great customer service skills
• Skilled in phone and email support
• Ability to research applicable tax information

Click below to download your free tax preparer resume Word and PDF sample

Tax Preparer Resume Sample 2

Jessica Tang
4456 Wood Bluff Street, LaPorte, Illinois 60475
jessica.tang@email.com
313-528-4849

A. Summary

I am an experienced tax professional with a great understanding of domestic, foreign, business, and income tax preparation. After acquiring my bachelor’s degree in accountancy, I moved to the finance sector and acquired my masters in business administration. My ability to prepare taxes has been forged from years of experience, and I can handle the needs of small and large businesses alike. I amn on the search for a workplace where I can develop my skills and grow as a professional.

B. Working Experience

June/2014 – May/2018 — Coldwater Bank and Affiliates, Pretoria, Illinois

Responsibilities:

• Account executive for the firm’s largest clients
• Provided in-depth financial plans and analysis for businesses of all sizes
• Prepared tax reports for businesses of all sizes

Achievements:

• Received an incredible amount of positive feedback from accounts large and small
• Developed my career with bi-annual raises and promotions
• Worked my way into a management position

January/2010 – August/2014 — Bryer & Stillson Internal Auditing, Wikausha, Wisconsin

Responsibilities:

• Developed financial audit and tax reports for some of the largest companies in southern Wisconsin
• Led financial presentations to discuss weekly and monthly forecasting
• Developed new strategies for trading and investing

Achievements:

• Took on many new responsibilities throughout my time with the company
• Gained several leadership roles for training new employees and overseeing large projects
• Built personal relationships with our most important clients

August/2005 – May/2009 — Northeastern Iowa University, River City, Iowa

Responsibilities:

• Intern in the university’s finance department
• Held mock interviews that simulate the day-to-day of the real financial sector
• Sat in on financial meetings and voiced opinions about forecasting and analysis
• Hands-on learning about tax preparation of all kinds

Achievements:

• Successfully graduated from the difficult program — low completion rate among interns
• Received praise from faculty and co-workers
• Forged new roles for the future interns after my graduation from the program
• Developed into a veritable tax preparer

C. Education and Academic Training

Thomas Jefferson University Chicago, Master of Science in Finance and Accountancy, August 2015 – May 2017 (GPA: 4.0 — Summa Cum Laude)
Northeastern Iowa University, Bachelor of Science in Accountancy, August 2005 – May 2009 (GPA: 3.9 — Magna Cum Laude)

D. Job Related Skills

• Foreign and domestic tax preparation
• Business and corporate tax preparation
• Financial consulting, analysis, and forecasting
• Trading, investing, and portfolio development

E. General Skills

• Customer service skills
• Knowledge of Windows and Mac operating systems
• Knowledge of QuickBooks and other industry software

Click below to download your free tax preparer resume Word and PDF sample

Conclusion

Overall, landing a job in tax preparation depends largely on your desired outcome. To find jobs preparing taxes for friends and family, you should be able to get started before you graduate school. Finding work with large companies, however, will likely require a great deal of expertise in the financial sector. These two tax preparer resumes show how one may get started in tax preparation — and where one may end up going in the midst of a successful career in accounting and finance. Download them to use as templates for your own tax preparer resume. Also, don’t forget to comment down below if you have any questions or comments.

Recommended Read: Entry Level Accounting Resume Samples