Professional Tax Preparer Resume Examples [+ Skills, Objective, Summary]

Tax preparer jobs are currently on the rise, with the US Bureau of Labor Statistics (BLS) projecting a 4% growth in the sector between 2021 and 2031. This is excellent news for individuals interested in pursuing a career in taxation. However, more than simply having a tax preparer's resume is required to secure this job. Accounting.com suggests that you must possess strong written and verbal communication skills, financial analysis abilities, and data management proficiency.

These skills are crucial as tax preparers handle client data and documents required for completing tax returns. Each step of the process can be complex and demands great precision.Being a tax preparer offers advantages beyond promising future prospects; it can be a flexible, full-time or part-time job. Isn’t that exciting?

In this article, CakeResume will assist you in crafting a tax preparer resume that effectively showcases your skills and piques the interest of potential clients or employers. You’ll find tax preparer resume examples, templates, and even cover letters that can serve as valuable guides. So, let’s dive in and make sure to read until the end!

What You Need to Know About Tax Preparer’s Scope of Work

According to Accounting.com, becoming a Tax Preparer can be a favorable career choice for fresh graduates. While the role of the tax preparer requires thoroughness, the responsibilities are not overly burdensome.

1. A Tax Preparer primarily handles tasks such as calculating tax credits and deductions, plus determining the tax liabilities that need to be paid.
2. A Tax Preparer is responsible for addressing any inquiries from tax authorities regarding their clients’ financial matters.
3. A Tax Preparer ensures that tax returns adhere to government tax regulations and rules.
4. A Tax Preparer completes tax forms based on the specific requirements of the clients.
5. Moreover, Tax Preparers have the opportunity to diversify their focus based on client needs. This may include engaging in financial accounting, bookkeeping, and even providing payroll services.

Overall, becoming a tax preparer offers a range of responsibilities and the chance to explore additional areas based on the client’s requirements.

Guidelines for Writing a Professional Tax Preparer Resume

Personal Information

Personal information on a resume header provides essential details about a candidate. It facilitates recruiters in contacting candidates, addressing them appropriately, and gaining insight into their backgrounds.

However, it’s crucial to discern which information should be included in a Tax Preparer resume. You need to differentiate between private information and details accessible by the hiring manager.

Tax Preparer Resume Summary

Have you ever considered the significance of the resume summary? This section provides a concise overview of your work experience, achievements, and your dedication and enthusiasm for the company you are applying to,

If the hiring manager lacks time to read your entire resume, the summary section should be sufficient to provide them with a glimpse of your capabilities.

Here are a few examples of resume summaries that can serve as a reference:

Career Objective

A career objective is a concise statement, usually one to two sentences long, that outlines your aspirations and career goals for the future. While including a career objective in your Tax Preparer resume is optional, it can provide valuable insight into your intentions and aspirations.

When crafting a career objective, focus on highlighting the skills you wish to utilize, the position you aim to attain, and your desired accomplishments in your career.

By including these key elements in your career objective, you can effectively communicate your career ambitions and align them with the position you are pursuing.

Work Experience

The work experience section is highly scrutinized by hiring managers, as the information provided plays a crucial role in determining your suitability for their needs.

To enhance your chances of progressing to the interview stage, consider the following tips when writing the work experience section of your Tax Preparer resume:

• Organize your work experience information into concise and impactful sentences.
• Utilize bullet points to improve readability and clarity.
• Present your accomplishments in a quantifiable format, incorporating numbers and percentages where applicable.
• Employ action verbs to clearly articulate your responsibilities and contributions to the work. For example: Increased, Decreased, Reviewed, Monitored, Created, Built, Approved, etc.
• Ensure to include specific details, such as the company name, duration of employment, and your position held.
• Be diligent in proofreading to eliminate any typographical errors that may undermine your professionalism.

Let’s look at the following example

Tax Preparer Key Skills

Even if you have already provided work experience, it is important to include information about your specific skills for the Tax preparer role. This includes both technical and non-technical skills.

A list of your mastered hard skills is necessary to showcase the tools you are proficient in using. On the other hand, soft skills are essential for evaluating your communication and collaboration abilities on the job.

Education History

Did you know that including education on your resume can be optional? In certain situations, hiring managers may not require this information if you already have extensive professional experience. Here are some guidelines on how to handle your education history:

• If you are a fresh graduate or have no work experience, it is important to include your most recent education history. This information can be valuable for hiring managers in assessing your qualifications.
• As a professional Tax Preparer with significant experience, you may not need to include your education history. However, if you hold a Master’s or Ph.D degree that enhances your performance as a Tax Preparer, it is advisable to include it on your resume.
• If a company specifically asks for education in a job posting, you must include it no matter how long you’ve been working.
• When including your education history, be sure to mention the name of the department, duration of study, university, and GPA (if it is above 3.5).

Other Information

1. Languages Skills

Expanding your employment opportunities can be achieved by mastering a foreign language. Currently, English has become a widely spoken language, leading both domestic and international companies to include it as a job requirement.

However, there is no harm in learning languages other than English. Your multilingual skills potentially add value to your job applications. Remember to research which foreign languages are currently in high demand.

2. Licenses and Certificates

Although being a Tax Preparer does not require a special license, you can enhance your skills and capabilities by enrolling in courses and training programs. As a Tax Preparer in an early career startup, you can consider advancing your career by participating in a series of learning programs.

Tips to Fine Tune Your Tax Preparer Resume

When crafting your resume, consider these following questions:

Have you conducted thorough research on the company or position you are applying for?

When reading a job posting, it is natural to seek answers to questions regarding salary, benefits, career advancement opportunities, working environment, and more. Researching the company can provide you with the necessary information to address these queries.

In addition to understanding the company you are applying to, research allows you to gain insight into the nature of the work you will be undertaking. This helps you determine if the job aligns with your aspirations.

Another benefit of conducting research is that it equips you with the information needed during the interview stage. The more knowledge you possess, the more confident you will appear in front of the company or client.

Consequently, you will no longer feel perplexed when faced with questions such as “What do you know about this company?” or “Can you describe your experience as a tax preparer?”.

The most straightforward way to conduct research is by examining the social media accounts and official websites of the company or client you are applying to. Take note of key points that you deem significant for quick reference when necessary.

Are you familiar with the distinction between a CV and a resume?

Many job seekers often make the mistake of not understanding the difference between a CV and a resume, as these terms are sometimes used interchangeably, particularly in certain countries.

CVs are typically used by academics when applying for grants, research positions, or registering as a researcher. As a result, a CV can span more than three pages, as it encompasses a comprehensive summary of a candidate’s professional activities.

On the other hand, a resume serves as a condensed version of a CV specifically tailored for job applications. Resumes should not exceed three pages, and the information included is carefully selected to align with the desired position.

Resumes focus on efficiency and effectiveness. Hiring managers typically have limited time to review each application, necessitating concise resumes that highlight relevant information. Excessively long resumes can actually hinder the review process.

What’s resume format for should I go with for my tax preparer resume?

There are three types of resume formats available to cater to candidates with different backgrounds. Let’s explore each format below:

• Chronological resume: The most common approach to resume writing is organizing experiences in chronological order. This format is suitable for individuals who have followed a linear career path or those aiming to progress within their current field. In a chronological resume, the most recent experiences are highlighted, particularly those relevant to the position you are applying for.

• Functional resume: The functional resume is suitable for recent college graduates with limited work experience. This format emphasizes the technical and non-technical skills you possess that can contribute to your performance as a Tax Preparer in the future.

• Combination resume: The combination resume is the least common format among the three. It is typically used by freelancers or individuals with diverse work experiences.

In this format, you can begin by listing your technical and non-technical skills, similar to a functional resume. Following that, you can provide information about your work experiences that showcase the application of those skills.

Once you have decided which resume format to use, the next step is to choose the right font. You can read the full guide in this CakeResume article.

Have I tailored my tax preparer resume and included relevant keywords?

As a job seeker, you may have come across similar job postings for the same position at different companies. Each company has its own set of standards and criteria. Therefore, it is important to customize your resume to align with the specific needs of each company.

Currently, Applicant Tracking Systems (ATS) are frequently used to screen candidates during the initial selection process. ATS relies on appropriate keywords to identify resumes that match the company’s requirements.

Consequently, Company A and Company B may utilize different keywords when searching for a Tax Preparer.

Finding the right keywords to incorporate into your Tax Preparer resume is relatively easy, but it requires attentiveness. Pay close attention to the job description and requirements outlined in the job posting.

To illustrate, here’s a simple example:

Through the job ad above, you can identify a number of keywords such as: CPA, Enrolled Agent, accounting, income tax, income tax returns, tax liability, etc. You can then use these keywords in your cover letter, resume summary, and, of course, your list of work experience.

Professional Tax Preparer Resume Samples and Examples

Tax Preparer Resume Examples for Entry-level

Tax Preparer Resume Examples for Mid-level

Tax Preparer Resume Examples for Senior-level

Secure Your Interview Chance with a Convincing Tax Prepare Cover Letter

Are you one of those people who doubt the importance of a cover letter in a job application? This explanation from CakeResume will undoubtedly convince you that writing a cover letter is the right choice.

Many applicants believe that recruiters overlook the cover letter as a mere waste of time. However, in reality, a cover letter holds more significance than just being a formality.

Of course, your Tax Preparer resume is crucial for showcasing your experience. But trust me, it’s easier for recruiters to assess your potential and communication style through your cover letter.

Certainly, there have been significant changes in the way candidates are selected today, especially with the use of Applicant Tracking Systems (ATS). According to several sources, hiring managers still take the time to read your cover letter if they need additional information.

Now, what you need to do is ensure that your cover letter is appropriate and able to set you apart from other candidates. Here are some tips to follow:

1. Keep the cover letter to one page, no more. Recruiters have no more than 2 minutes to read your letter, so use sentences effectively.
2. Start writing the Tax Preparer cover letter by including important information such as your name, phone number, email address, LinkedIn account, and portfolio account in the top left corner. Below that, indicate the date you created the cover letter in MM/DD/YY format.
3. To clearly address the recipient in your letter, use a salutation such as “Dear Hiring Manager” or “Dear Mr./Ms. [insert name]”. Avoid using the greeting style “To Whom It May Concern,” as it is not widely used in cover letters.
4. It’s time to write the first paragraph. You can begin by introducing yourself, mentioning your most recent experience, or if you are a fresh graduate, stating the name of your university, major, and GPA.
5. In the following paragraph, explain your work or internship experience that is relevant to the Tax Preparer position you are applying for. To be more persuasive, highlight your contributions in previous experiences and emphasize your qualifications for the Tax Preparer position.
6. This is a detail that candidates often overlook: even when writing your cover letter, make sure to include performance information in a quantifiable format.
7. Are you a fresh graduate with no work experience? Don’t worry, list the technical (hard skills) and non-technical (soft skills) abilities that can support your suitability for the Tax Preparer position.
8. Next, you can explain the reasons why you are applying to the target company or client.
9. When you feel that all the information is as you desire, it’s time to conclude the Tax Preparer cover letter with a call to action (CTA). Essentially, express a strong desire to discuss your skills and experience with the hiring managers. Don’t forget to show enthusiasm for the opportunity to be hired.
10. Finally, conclude the cover letter with a closing statement such as “Best Regards”, “Sincerely”, “Kind Regards”, etc.

Common FAQs

Are there any educational requirements for prospective tax preparers?

The requirements to become a tax preparer are relatively easy. In most cases, clients simply ask for a minimum requirement of a high school diploma.

However, having a higher level of education can make your resume more appealing. If you currently hold a high school diploma, it’s worth considering enrolling in a college or university.

By pursuing an education, you can acquire the necessary skills that a tax preparer needs. These include critical thinking, knowledge of law and ethics, communication skills, business management, and a comprehensive understanding of taxes.

Does a tax preparer need to be licensed?

It’s important to understand that tax work is complex and demanding. Therefore, specialized training, courses, or education can be highly beneficial in this field.

Licenses, on the other hand, are typically issued by government agencies or parties authorized by the government. Currently, no international regulations specifically govern tax preparers' licensing. 

Each country or region determines its own licensing policy. To illustrate, let’s consider the example of the United States, which consists of 50 states.

Seven states - California, Connecticut, Illinois, Nevada, New York, and Oregon - require a tax preparer to pass a qualifying examination to obtain a license.

However, in the United States, all tax preparers are required to have a Preparer Tax Identification Number (PTIN). It’s important to note that  PTIN is not the same as a license.

The Internal Revenue Service (IRS) issues identification numbers to tax preparers, which legally authorize them to submit files and documents on behalf of their clients to obtain tax refunds.

The concept of a PTIN exists in various countries. However, if you are a foreign citizen seeking to work as a tax preparer in a particular country, the process of obtaining a PTIN may involve special procedures.

If you have a tax-related certificate, license, or degree, in addition to a career as a tax preparer, you can also work as a Certified Public Accountant (CPA), Enrolled Agent (ESA), or tax attorney.

What is the average salary for a tax preparer?

Tax preparation work often offers flexibility in scheduling, and compensation is typically based on the number of hours worked.

In the United States, an entry-level tax preparer earns an average hourly wage of $17.83 per April 2024. At the professional level, this figure can nearly double. Experienced tax preparers can earn up to $31 per hour.

The wage standards may vary in different countries. When applying for a job, it’s advisable to inquire about the specific wages and benefits offered by the company.

Are there any remote tax preparation jobs available?

If you’re seeking remote work opportunities, pursuing a career as a tax preparer can be a suitable choice. With a more flexible work structure, finding remote tax preparation jobs is not out of reach.

To ensure that your tax preparer resume stands out, be sure to review the key points highlighted in this article carefully. Good luck!

Key Takeaways

1. Tax Preparer jobs offer promising prospects for the future, making them an excellent career option for fresh graduates interested in taxation. These roles provide opportunities for remote work as well as full-time and part-time positions.
2. Crafting an impressive Tax Preparer resume hinges on using appropriate keywords, effectively presenting skills and experience, and selecting the appropriate resume format.
3. A well-crafted Tax Preparer cover letter can give your application a competitive edge. It allows for a more personal touch and provides an opportunity to explain additional information that may not be included in the resume.

This article about the Tax Preparer's resume aims to assist you in effectively organizing your application requirements. Ensure that all formats and detailed information are well-written. It is advisable to apply to multiple clients simultaneously to enhance your chances of acceptance. Remember to maintain enthusiasm and perseverance. Don’t give up easily, okay!

Cake is the best free resume builder that allows users to create professional online resumes and portfolios with ease. With a vast library of more than 60+ resume templates and snippets, you can effectively showcase your skills and accomplishments. Give it a try today!

— Originally written by Erika Rizqi —