Resume

Seasonal Tax Preparer Resume Example & Writing Guide

Use this Seasonal Tax Preparer resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

As a seasonal tax preparer, you’ll be responsible for helping clients complete their tax returns. You’ll need a strong understanding of tax laws and procedures to make sure that clients are getting the biggest refund possible. And you’ll need excellent customer service skills to ensure clients feel confident about their decisions and pleased with their experience.

Seasonal tax preparers are hired on an as-needed basis, usually by tax preparation companies or accounting firms. They’re typically brought on board during tax season to help meet increasing demand for services. And because many seasonal tax preparers are hired on an independent contractor basis, they have the flexibility to work remotely or set their own schedules.

Here are some tips and an example to help you write a stellar seasonal tax preparer resume that will get you noticed by hiring managers.

Mary Thompson
Los Angeles, CA | (123) 456-7891 | [email protected]
Summary

Seasoned tax preparer with 10+ years of experience in the field. Proven ability to handle complex tax situations with a high degree of accuracy, ensuring client satisfaction. Thorough knowledge of current tax laws and regulations.

Education
California State University, East Bay Jun '10
B.S. in Business Administration
Experience
Company A, Seasonal Tax Preparer Jan '17 – Current
  • Assisted clients with tax preparation and follow-up, including the completion of required forms and schedules.
  • Reviewed client information to identify potential issues that may impact their return or require additional documentation.
  • Communicated with clients regarding any changes in status for returns as they are prepared and assisted with account maintenance activities such as updating contact information, address changes, etc.
  • Provided general customer service support to other team members when needed and performed other duties related to job responsibilities as assigned by management.
  • Maintained confidentiality of all sensitive personal data (e.g., social security numbers) received through work assignments and ensured compliance with privacy regulations at all times during the course of employment.
Company B, Seasonal Tax Preparer Jan '12 – Dec '16
  • Created and maintained electronic filing system for all tax returns, including 1099-MISC forms and W2s
  • Prepared individual income tax return (Form 1040), as well as business tax returns (Form 1120) for C Corporations
  • Reviewed client records to determine eligibility for education credits, dependent care credit and retirement savings contributions credit
  • Completed Form 8867 to establish a qualified tuition program account at an eligible educational institution
  • Assisted clients in completing the IRS’s Tax Counseling for Low Income Individuals Program application process
Company C, Tax Preparer Assistant Jan '09 – Dec '11
  • Assisted customers with tax preparation by gathering documents, completing forms and performing calculations.
  • Answered customer questions and provided guidance on tax laws and regulations.
  • Researched tax law and prepared tax returns for individuals and businesses.
Skills

Industry Knowledge: Tax Law, Tax Planning, Tax Compliance, Tax Filing
Technical Skills: TurboTax, TaxSlayer, H&R Block, ProSeries, TaxAct, TaxNow, TaxExpress, TaxWise

How to Write a Seasonal Tax Preparer Resume

Here’s how to write a resume of your own.

Write Compelling Bullet Points

Rather than simply listing your responsibilities, you can use bullet points to provide more detail about your work. For example, rather than saying you “prepared tax returns,” you could say you “prepared tax returns for more than 100 individuals and small businesses, ensuring they received maximum refund on their federal and state taxes.”

The second bullet point provides more detail about what you did and the results of your work. And it also provides a number to help quantify your experience.

Identify and Include Relevant Keywords

When you apply for a seasonal tax preparer role, your resume is likely to go through an applicant tracking system (ATS). This system will scan your resume for certain keywords related to the job opening. If your resume doesn’t have enough of the right terms, your application might not make it past the initial screening process.

One way to make sure you have the right seasonal tax preparer keywords on your resume is to read through each job posting and take note of the terms that are used most frequently. Then, make sure to include those terms in your resume. Here are some of the most commonly used seasonal tax preparer keywords:

  • Tax Preparation
  • Tax Advice
  • Tax
  • Tax Accounting
  • Accounting
  • Tax Services
  • QuickBooks
  • Financial Reporting
  • Income Tax
  • Auditing
  • Account Reconciliation
  • U.S. Internal Revenue Service
  • Tax Research
  • Financial Accounting
  • Data Entry
  • Certified Public Accounting (CPA)
  • Payroll
  • Bookkeeping
  • Financial Statements
  • Financial Analysis
  • Small Business Tax
  • Internal Controls
  • U.S. Generally Accepted Accounting Principles (GAAP)
  • Microsoft Access
  • Internal Audit
  • Tax Preparation
  • Personal Tax
  • Tax Deductible Expenses
  • Management
  • Enterprise Resource Planning (ERP)

Showcase Your Technical Skills

As a seasonal tax preparer, you will need to be proficient in the use of tax preparation software, such as TurboTax and H&R Block. You will also need to be familiar with other software programs, such as Microsoft Office Suite and QuickBooks. Additionally, you should have a solid understanding of tax law and be able to effectively communicate with clients.

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