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Tax Professional Resume Examples

Writing a resume as a tax professional is no easy feat. It takes precision, accuracy and an understanding of the tax process in order to create a successful resume. A great resume can open doors to job opportunities, interviews and new career opportunities. Writing a resume as a tax professional is different from any other profession and requires many specific sections and details to effectively showcase your skills and knowledge. This guide will provide you with tips, advice and examples on how to write a tax professional resume that stands out from the competition.

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Tax Professional

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

A highly detail- oriented and experienced Tax Professional with 6 years of expertise in the field. Experienced in tax research and analysis, preparation of financial statements and tax returns. Possesses a deep knowledge of taxation principles, tax preparation software and forms. Adept at working independently as well as collaboratively in a team setting.

Core Skills :

  • Tax preparation
  • Tax research
  • Financial statement preparation
  • Tax return filing
  • Tax software expertise
  • Tax law knowledge
  • Cost accounting

Professional Experience :

Tax Associate, ABC Financial Group, Dallas, TX, 2016 – present

  • Provide tax support to clients, including preparation of tax returns
  • Analyze tax scenarios and advise clients on the most efficient tax strategies
  • Handle all aspects of tax preparation, including gathering documents and filing returns
  • Research tax issues and perform detailed analysis
  • Prepare financial statements for businesses and individuals
  • Monitor changes in tax laws and regulations and update clients accordingly

Senior Tax Accountant, XYZ Group, Dallas, TX, 2013 – 2016

  • Prepared tax returns for individuals, trusts, and businesses
  • Responsible for ensuring accuracy and compliance on all tax returns
  • Performed detailed analysis of tax scenarios and advised clients of potential savings
  • Researched and interpreted tax laws and regulations
  • Developed and maintained strong relationships with clients and colleagues

Education :

Master of Science in Taxation, University of Texas at Dallas, Dallas, TX, 2013 Bachelor of Science in Accounting, University of Texas at Dallas, Dallas, TX, 2011

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Tax Professional Resume with No Experience

Dedicated and motivated recent graduate searching for a job as a Tax Professional. Possess a Bachelor’s Degree in Accounting and have a good understanding of tax laws and regulations. Eager to learn and utilize new skills in a professional environment.

  • Strong understanding of current tax regulations
  • Excellent analytical and problem- solving skills
  • Good communication and interpersonal skills
  • Proficient with Microsoft Office and other accounting software
  • Excellent time management and organizational skills

Responsibilities :

  • Gather and analyze data from financial reports, documents, and other sources
  • Prepare and review individual and business tax returns
  • Keep up to date with current tax laws and regulations in order to provide accurate advice
  • Provide advice to clients on tax- related issues
  • Research complicated tax issues and formulate solutions
  • Ensure compliance with tax regulations and filing deadlines

Experience 0 Years

Level Junior

Education Bachelor’s

Tax Professional Resume with 2 Years of Experience

Results- driven tax professional with 2+ years of experience in preparing and filing corporate and individual income tax returns. Proven expertise in analyzing complex tax codes, accurately preparing and submitting federal, state, and local tax forms, and performing tax calculation and forecasting. Highly organized, detail- oriented, and adept in multitasking in a fast- paced environment.

  • Proficient in accounting software (Sage, QuickBooks, Microsoft Office)
  • Excellent data analysis, problem- solving, and communication skills
  • Highly organized and capable of meeting tight deadlines
  • Comprehensive understanding of tax regulations and compliance standards
  • Strong negotiation and interpersonal skills
  • Accurately prepared and submitted federal, state, and local income tax returns
  • Assessed and reported on the impact of changes in tax legislation and regulations
  • Calculated taxes owed and prepared tax returns, ensuring accuracy and compliance with applicable laws
  • Monitored tax payments and filings, and updated internal databases
  • Researched and identified tax credits, deductions, and incentives to minimize tax liabilities
  • Interpreted and applied tax regulation to client’s financial data
  • Provided guidance and recommendations to clients on tax planning and filing strategies

Experience 2+ Years

Tax Professional Resume with 5 Years of Experience

Dynamic and experienced Tax Professional with five years of experience in preparing, filing and analyzing taxes for a variety of clients. Possess an in- depth knowledge of tax laws and regulations and the ability to use this knowledge to create sound tax strategies. Demonstrated expertise in preparing complex tax returns and financial statements. Proven ability to work well with clients, explain complicated tax issues, and lead projects.

  • Tax preparation and filing
  • Tax planning and analysis
  • Tax laws and regulations
  • Client relations
  • Tax strategies
  • Prepared and filed taxes for clients
  • Conducted research and analysis to identify potential tax deductions
  • Advised clients on optimal tax strategies
  • Developed tax strategies to minimize tax liabilities and maximize refunds
  • Reviewed and analyzed financial statements and tax returns
  • Produced accurate and timely tax returns
  • Provided expert advice and counsel on tax issues
  • Resolved client inquiries and issues
  • Built and maintained relationships with clients
  • Ensured compliance with federal, state, and local tax regulations

Experience 5+ Years

Level Senior

Tax Professional Resume with 7 Years of Experience

A highly motivated and dedicated Tax Professional with 7 years of experience in preparing and filing taxes for individuals, businesses and trust entities. Possesses the ability to review and analyze financial statements, tax returns and other documents to identify and resolve discrepancies. With a comprehensive understanding of federal, state and local tax codes, laws and regulations, able to develop comprehensive, compliant and accurate tax strategies. Possesses strong communication and interpersonal skills allowing them to effectively collaborate with a range of clients from individuals to multi- million dollar companies.

  • Analyzing financial statements and tax returns
  • Advising clients on strategies for minimizing taxes
  • Preparing and filing tax returns for individuals, businesses and trust entities
  • Performing research to identify and resolve discrepancies
  • Implementing tax strategies to minimize taxes
  • Complying with federal, state and local tax codes, laws and regulations
  • Understanding of accounting principles and practices
  • Strong communication and interpersonal skills
  • Prepare and file federal, state, and local income tax returns for individuals, businesses and trust entities
  • Provide tax advice and develop strategies to minimize taxes
  • Analyze financial statements and tax returns to identify and resolve discrepancies
  • Research and communicate changes in tax laws and regulations
  • Review and update all records to ensure accuracy and compliance
  • Provide technical guidance and support to staff on complex tax issues
  • Develop and implement tax strategies for individuals and businesses
  • Identify and recommend areas for improvement in accounting and tax processes

Experience 7+ Years

Tax Professional Resume with 10 Years of Experience

Highly skilled and knowledgeable Tax Professional with 10 years of experience in the field. Expertise in tax regulations and preparatory and audit practices. Possess a deep understanding of financial statements and tax implications on decisions and investments. Skilled in analyzing and interpreting complex financial statements quickly and accurately. Able to manage clients in a professional and empathetic manner, providing the best solutions and advice.

  • Tax Preparation
  • Tax Planning
  • Financial Statement Analysis
  • Tax Problem Resolution
  • Tax Regulations
  • Cash Flow Management
  • Investment Analysis
  • Client Relations
  • Negotiation and Persuasion
  • Preparing and filing tax returns for clients
  • Analyzing financial and tax statements to identify potential savings
  • Researching tax regulations and filing requirements
  • Identifying areas of potential risk and proposing solutions to mitigate liabilities
  • Conducting audits of clients’ financial records
  • Negotiating and appealing audit findings
  • Developing tax strategies and offering advice on minimizing liability
  • Resolving complex tax disputes
  • Developing and maintaining effective client relationships
  • Evaluating investment opportunities and advising clients on the most profitable decisions

Experience 10+ Years

Level Senior Manager

Education Master’s

Tax Professional Resume with 15 Years of Experience

A highly experienced Tax Professional with 15 years of experience in the field. Skilled in working with various tax filing systems and experienced in tax return preparation, problem solving and working with clients. Excellent problem solving skills and an eye for detail that helps uncover potential problems. Highly organized and able to multi- task in order to meet deadlines. Familiar with the latest tax laws and regulations.

  • Tax Filing Systems
  • Tax Return Preparation
  • Problem Solving
  • Client Service
  • Tax Laws and Regulations
  • Organizational Skills
  • Deadline Management
  • Perform tax return preparation and filing for clients.
  • Evaluate and analyze client information to ensure accuracy and compliance with the latest tax laws and regulations.
  • Assist in resolving complex tax issues.
  • Review financial information and documents for accuracy.
  • Research and develop strategies for tax planning.
  • Negotiate with the IRS and other government agencies to secure favorable settlements.
  • Advise clients on various tax strategies to minimize their tax liabilities.
  • Provide clients with assistance in understanding and interpreting tax regulations.
  • Maintain current knowledge of all changes in tax laws, regulations and procedures.
  • Prepare and present information to clients in a clear and concise manner.

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Tax Professional resume?

A tax professional resume should include the following information, which can help to demonstrate the individual’s suitability for the role:

  • Professional summary: A brief overview of the individual’s experience, qualifications and areas of expertise.
  • Education and qualifications: Details of any relevant qualifications, courses and certifications that the individual has completed.
  • Work experience: A list of previous roles held and the responsibilities undertaken in each role, as well as any relevant achievements.
  • Skills and knowledge: Technical and practical skills pertinent to the role, such as an understanding of taxation law, knowledge of taxation software, and the ability to keep records and accounts.
  • Professional memberships: Any professional associations the individual is affiliated with, such as the American Institute of Certified Public Accountants (AICPA).
  • Additional skills: Soft skills such as communication, problem-solving and team-working, as well as any other skills or knowledge that could be beneficial in the role.

By including the above information in a tax professional resume, potential employers can quickly assess an individual’s suitability for the position.

What is a good summary for a Tax Professional resume?

A Tax Professional resume should be concise, yet comprehensive enough to accurately communicate a candidate’s accomplishments, experience, and qualifications to potential employers. A good summary should highlight the candidate’s expertise in preparing and filing complex tax returns, as well as their understanding of federal and state tax codes. Additionally, the summary should include any specialty certifications or credentials the candidate holds, as well as relevant references or experience that might be applicable to the job. Finally, the summary should emphasize the Tax Professional’s attention to detail, accuracy, and ability to meet deadlines. When writing a summary for a Tax Professional resume, it is important to include this information in an easy-to-read, succinct format that entices potential employers to read further.

What is a good objective for a Tax Professional resume?

A tax professional is a skilled person who is responsible for preparing and filing taxes for clients, as well as providing advice on tax law and strategies to optimize clients’ tax liabilities. A good objective for a tax professional’s resume should demonstrate the candidate’s ability to offer effective tax advice and strategies, as well as the ability to efficiently and accurately prepare and file taxes.

  • Demonstrate knowledge of tax law and accounting standards
  • Have the ability to analyze financial information and make recommendations
  • Possess strong organizational and communication skills
  • Provide sound tax advice to clients
  • Accurately prepare and file taxes
  • Utilize tax preparation software programs, such as TurboTax and ProSeries
  • Remain up-to-date on the latest tax law changes and regulations

How do you list Tax Professional skills on a resume?

Tax professionals are a highly valued asset in the corporate world, and their services are in high demand. Whether you’re a tax accountant, tax advisor, or tax specialist, you need to make sure your resume accurately reflects your tax professional skills.

Here’s how to list Tax Professional skills on a resume:

  • Knowledge of relevant laws, regulations and standards: Tax professionals must be well-versed in all relevant laws and regulations that affect their work.
  • Analytical and problem-solving skills: Being able to identify potential tax issues and resolve them quickly is an essential skill for tax professionals.
  • Attention to detail: Mistakes in tax forms or calculations can cost companies a lot of money. Tax professionals must have an eye for detail to ensure accuracy.
  • Communication skills: Tax professionals must be able to explain complex financial or legal concepts in simple terms to both colleagues and clients.
  • Organization and time management skills: Keeping track of deadlines, organizing documents and managing client accounts are all important skills for tax professionals.

By listing these Tax Professional skills on a resume, you’ll be sure to capture the attention of potential employers and show that you’re a qualified and competent professional.

What skills should I put on my resume for Tax Professional?

Having an impressive tax professional resume is key to standing out from other candidates and getting the job you want. To make sure your resume stands out, there are certain skills that employers are looking for. Here are some of the skills you should include in your resume when applying for tax professional positions:

  • Tax Preparation: Tax preparation is the process of filing income taxes for individuals and businesses. As a tax professional, you must have the knowledge and experience to accurately fill out tax returns and navigate complex tax codes.
  • Tax Law Knowledge: Working as a tax professional requires a solid understanding of tax laws, as you must be able to answer clients’ questions and guide them through their own taxes.
  • Research Skills: In addition to being up to date on the latest tax laws, you must also possess the skills to research and resolve tax-related issues. This includes being able to identify the most beneficial tax strategies for clients and understanding the implications of certain tax laws.
  • Communication Skills: As a tax professional, you must be comfortable working with clients and communicating with them to ensure their taxes are done accurately and efficiently. This includes being able to explain complex tax concepts in layman’s terms.
  • Time Management: Being a tax professional involves juggling multiple tasks and deadlines. You must have the ability to manage your time effectively to ensure that all tasks are completed on time and that client taxes are accurate and filed properly.

By including these skills in your resume, you’ll be able to demonstrate to employers that you have the knowledge and experience they’re looking for in a tax professional.

Key takeaways for an Tax Professional resume

A tax professional resume is a summary of your skills and experience that can be used when applying for jobs in the field of tax management or preparation. While some employers might focus on the technical aspects of your resume, the focus must be on the overall content and presentation of your resume. Here are some key takeaways for creating a tax professional resume that highlights your experience and qualifications:

  • Emphasize Your Skills: Showcase the skills you have that are essential for a tax professional; such as tax preparation, financial analysis, and research. Highlight any experience or training you have had that is relevant to the job you are applying for.
  • Demonstrate Your Experience: Include past job experiences that are related to tax-related activities. Make sure to include any certifications, awards, or honors you have received.
  • Detail Your Education: Provide a thorough overview of your educational background, including the name of the institutions you attended, your degree program, and any courses you took that are relevant to the job.
  • Include Professional References: Include references from your past employers, mentors, or advisors. Make sure to include contact information for each reference.
  • Proofread and Edit: Pay attention to detail and make sure there are no errors in your resume. Check for spelling and grammar mistakes, as well as any typos.

By following these key takeaways, you can create a tax professional resume that stands out from the competition and helps you land the job of your dreams. Good luck!

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5 Tax Preparer Resume Examples to Edit Free for 2024

Stephen Greet

Tax Preparer Resume

  • Tax Associate
  • Tax Manager
  • Entry Level Tax Preparer
  • Write Your Tax Preparer Resume

You know all the tax rules and regulations like the back of your hand. Your meticulous attention to detail ensures accurate returns and minimal effort for your clients. 

You excel at maximizing deductions, minimizing liabilities, and seamlessly managing audits when they pop up. However, crafting a resume that captures your tax-savvy prowess requires a different kind of know-how. 

Luckily, just as you help people get their numbers in order, we’re here to help you through the job-seeking maze. With our ai cover letter generator and expert tax preparer resume examples , you can learn how to stand out and land the roles you want. 

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Tax preparer resume example with 5 years of experience

Why this resume works

  • The next step is to show resolve in your tax preparer resume. Add any internship experience that you managed to get during the same year of graduation. If it’s for accounting, in particular, highlight your knowledge of the subject by mentioning how you handled hundreds of bank statements accurately.

Tax Associate Resume

Tax associate resume example with 6 years of experience

  • For your tax associate resume, clearly list down all the software you use for tax returns such as H&R Block Tax Software. You can further add more depth by including extra tools like CCH Axcess Tax that help users prepare industry-compliant tax returns. Lastly, mention the tools you use for keeping records such as Excel or Google Sheets.

Tax Manager Resume

Tax manager resume example with 7 years of experience

  • Put your managerial skills on display here by using quantifiable work experience such as “improving the client satisfaction rate by 36% as per feedback” to prove your ability to keep clients happy. You can also add similar bullet points that show your contribution to reducing response times in your tax manager resume.

Tax Intern Resume

Tax intern resume example with data entry experience

  • For instance, how do you stay abreast of the latest tax trends? By adding the necessary skills and tools you leveraged to not just be updated but also understand any changes in tax policies.

Entry Level Tax Preparer Resume

Entry level tax preparer resume example with TaxMax project experience

  • Have a special ability such as an eye for detail? Add it in! Show your expertise in paying attention by using metrics where you were able to identify profitable tax benefits that others missed out on. You can also make use of other metrics in your entry level tax preparer resume that highlight your critical thinking skills.

Related resume examples

  • Financial analyst
  • Finance manager

Adapt Your Tax Preparer Resume to Tick All the Boxes

Job seeker stands with hands in air, questioning how to fill out job materials

Your role as a tax preparer demands a unique set of skills , and you know better than anyone what those skills are. Since this is a technical role, it’s totally fine to get into the nitty-gritty. Impress hiring managers by emphasizing your proficiency in tax codes, IRS regulations, and the latest accounting software. 

Detail your knack for uncovering deductions, managing audits, and ensuring precision in financial documentation. To make sure you truly stand out, it’s essential to tailor your resume to each application, mirroring the skills mentioned in the job description . 

If the company needs an auditing pro, highlight your auditing skills, or if it needs impeccable documentation, emphasize your dedication to thorough record keeping. 

Need a few ideas?

15 top tax preparer skills

  • Tax Code Proficiency 
  • IRS Regulations
  • Audit Management 
  • Data Analysis
  • Microsoft Excel
  • Tax Research
  • Data Security
  • TaxWise E-Filing
  • Bloomberg Tax

resume template for tax professionals

Your tax preparer work experience bullet points

From navigating intricate tax codes to orchestrating flawless financial audits, successfully completing a job as a tax preparer is no small feat. Hiring managers know this, so there’s no better way to impress them than by highlighting your greatest successes and happiest clients.

Showcase achievements like optimizing client deductions, ensuring accuracy in tax returns, or even streamlining the audit process. 

Then, to seal the deal, add specific numbers and percentages that make it clear just how successful you were—after all, you didn’t just ensure accuracy, but you reduced errors by 78%.

  • Show off your attention to detail by talking about the percentage of error-free tax returns you’ve consistently delivered.
  • Highlight client satisfaction with metrics like feedback surveys, customer retention, or return customers.
  • Showcase the percentage of successful audits managed without major discrepancies to show that you’re no stranger to keeping everything in order.
  • Specify the average time taken to complete and file tax returns to express that you’re not just on point, but you’re also quick.

See what we mean?

  • Managed a portfolio of 71 clients, delivering tax planning and advisory services that led to an average of 16% cut in tax liabilities
  • Leveraged Wolters Kluwer CCH’s electronic filing feature, resulting in a $107 reduction in paper filing costs and a 92% e-filing rate
  • Maintained a ledger of 546 client accounts within Zoho Books, reducing outstanding receivables by 29% with regular follow-ups and collections efforts
  • Coordinated with IRS representatives to address and resolve e-filing anomalies, shrinking penalty charges for clients by 29%

9 active verbs to start your tax preparer work experience bullet points

  • Implemented
  • Collaborated
  • Facilitated
  • Streamlined

3 Tips for Writing a Tax Preparer Resume as a Beginner

  • Academic achievements demonstrate your dedication to mastering tax-related concepts. As such, if you excelled in classes like Tax Accounting or Advanced Financial Reporting, make sure to mention them alongside your GPA and any extra coursework.
  • If you’ve worked on tax-related projects on your own time or gained experience through internships, highlight this. Describe how you applied your knowledge in practical scenarios, whether it’s optimizing deductions for a mock client or assisting in tax audits.
  • Craft a clear and concise career objective that reflects your passion for the job. Show off your desire to apply your knowledge in a practical setting and emphasize your commitment to accuracy, compliance, and client satisfaction.

3 Tips for Writing a Tax Preparer Resume as a Seasoned Professional

  • Showcase memberships to organizations like the National Association of Tax Professionals (NATP) or relevant certifications you hold, such as the IRS Annual Filing Season Program (AFSP) or Certified Financial Planner (CFP). These validate both your skills and your passion for the industry. 
  • Show that you’re an effective communicator with some well-placed work experience bullet points. Whether it’s resolving complex tax inquiries or providing proactive tax planning advice, emphasize that you were able to build long-lasting client relationships.
  • Mention any tax-related seminars you go to, workshops you take part in, or conferences you attend to emphasize your dedication to the field and commitment to staying on top of your game.

ATS scans for relevant terms (such as IRS, audits, QuickBooks, etc) so align your skills and experiences with those in the job description . Using a clean and professional resume format without flashy graphics also helps the software read your resume effectively.

Absolutely! Always quantify your achievements, whether it’s the accuracy rate in tax returns, client satisfaction scores, or successful audit rates. These kinds of numbers add substance to your accomplishments.

Tax preparation is about clarity and accuracy, so use a resume template with a format that clearly presents your contact information, career summary , skills, work experience , and education. This makes sure that hiring managers can quickly see your qualifications and assess your suitability for the role.

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  • Tax Preparer Resume Example

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Common Responsibilities Listed on Tax Preparer Resumes:

  • Prepare and file individual, corporate, and partnership tax returns
  • Analyze financial information to determine tax liability
  • Research and interpret tax laws and regulations
  • Identify and maximize tax credits and deductions
  • Prepare and review estimated tax payments
  • Respond to IRS inquiries and notices
  • Prepare tax projections and forecasts
  • Prepare and review quarterly and year-end tax reports
  • Assist clients with tax planning and compliance
  • Develop and maintain relationships with clients
  • Stay current on changes in tax laws and regulations
  • Provide tax advice and guidance to clients

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Tax Preparer Resume Example:

  • Developed and implemented tax planning strategies for high net worth individuals, resulting in a 15% reduction in tax liability and a 20% increase in client satisfaction.
  • Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients.
  • Provided expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
  • Managed a portfolio of 50+ corporate clients, preparing and filing their tax returns accurately and on time, resulting in a 95% client retention rate.
  • Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.
  • Provided ongoing tax planning and compliance advice to clients, resulting in a 10% increase in overall client satisfaction.
  • Prepared and filed individual, corporate, and partnership tax returns for 200+ clients, ensuring compliance with all tax laws and regulations and achieving a 99% accuracy rate.
  • Conducted regular tax projections and forecasts for clients, resulting in a 15% increase in tax savings and a 20% increase in client satisfaction.
  • Stayed up-to-date on changes in tax laws and regulations, providing timely and accurate advice to clients and ensuring compliance with all new requirements.
  • Tax planning and strategy development
  • Tax law research and analysis
  • Tax credit and deduction maximization
  • IRS audit guidance and support
  • Corporate tax return preparation and filing
  • Client relationship management
  • Tax compliance advice
  • Individual and partnership tax return preparation
  • Tax projections and forecasting
  • Knowledge of current tax laws and regulations
  • Attention to detail and accuracy
  • Time management and organization
  • Strong communication and interpersonal skills
  • Problem-solving and critical thinking
  • Adaptability and ability to stay current with industry changes

Top Skills & Keywords for Tax Preparer Resumes:

Hard skills.

  • Tax Law Knowledge
  • Tax Preparation Software Proficiency
  • Financial Analysis
  • Attention to Detail
  • Communication Skills
  • Organization and Time Management
  • Customer Service
  • Accounting Principles
  • Research and Investigation
  • Problem Solving
  • Compliance and Regulations

Soft Skills

  • Analytical Thinking
  • Time Management and Prioritization
  • Communication and Interpersonal Skills
  • Customer Service Orientation
  • Adaptability and Flexibility
  • Problem Solving and Critical Thinking
  • Ethics and Integrity
  • Organization and Planning
  • Teamwork and Collaboration
  • Stress Management
  • Technical Aptitude and Computer Skills

Resume Action Verbs for Tax Preparers:

  • Communicated

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resume template for tax professionals

Resume FAQs for Tax Preparers:

How long should i make my tax preparer resume, what is the best way to format a tax preparer resume, which keywords are important to highlight in a tax preparer resume, how should i write my resume if i have no experience as a tax preparer, compare your tax preparer resume to a job description:.

  • Identify opportunities to further tailor your resume to the Tax Preparer job
  • Improve your keyword usage to align your experience and skills with the position
  • Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for Tax Preparers:

Tax accountant, tax advisor, tax analyst, tax associate, tax consultant, tax manager, senior tax accountant.

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Tax Professional Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the tax professional job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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  • Working with outside service providers
  • Tax compliance management, oversight and preparation for a high volume of tax adjustments and returns in a time sensitive environment
  • Assist with preparation of unitary and combined state and local tax returns
  • Assist with preparation of unitary and combined state and localtax returns
  • Preparation of federal and state income tax returns and tax return work papers for multiple legal entities across different businesses
  • Preparation of income tax accounting calculations and work papers in accordance with ASC 740
  • Tax provision management and preparation, including separate company financial statements, monthly and quarterly ETR calculations
  • Reporting of tax on hedge gains and losses on CTA and assist in the analysis of tax (non)gross ups treatment for hedges on CTA
  • Organizational Change Management
  • Liaise between external service providers and tax technology team to ensure accurate reporting, testing & communication between the groups
  • Assist in all U.S. tax audit related matters
  • Assist in the quarterly and yearend review of tax on CTA disclosures for Other Comprehensive Income (OCI)
  • Management of the Current and Deferred tax provision process on CTA of foreign consolidated subsidiaries (including entities that are disregarded into the US and foreign subsidiaries whose earnings are not indefinitely reinvested) and equity method investments
  • Assist with international tax compliance software testing and enhancements
  • Work constructively with the team to evaluate and improve personal and team performance
  • Manage various external service providers with respect to Transfer Pricing, Acquisitions, Divestitures and Financing Arrangements
  • Provide feedback to the engagement team to improve compliance with basic principles and practices
  • Assist the Global tax team with research of specific Canadian Income Tax issues
  • Assist with preparation of all data necessary for filing income & franchise tax returns
  • Manages tasks independently and within budget
  • Provide support and leverage to team members and others on engagements
  • Strong problem solving, High analytical ability to identify, correlate, and interpret specialized financial and tax data
  • Strong verbal and written communication skills and the ability to effectively communicate in person
  • Results-oriented approach with keen attention to high quality, details and accuracy
  • Resilient and self confident with the ability to perform successfully in a fast-paced environment
  • Ability to conduct local marketing activities and attract new clients
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course²
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
  • Ability to effectively communicate in person and in writing
  • Strong interpersonal and relationship building skills
  • Ability to multitask

2 Tax Professional resume templates

Tax Professional Resume Sample

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  • Bachelor’s Degree or higher
  • 3 years of tax experience
  • CPA or CPA Candidate
  • Experience in the financial services industry
  • Proficiency in SAP, CorpTax, MS Excel, Access, Word, Power Point and Outlook
  • Reviewing annual U.S. Forms5471, 8621, 8858, 8865, 1120-F, and required disclosures and statements
  • Calculating Subpart F incomeand other deemed foreign inclusions to U.S. taxable income on a quarterlybasis
  • Requesting various legal,financial, and tax information from planning colleagues and foreigncontrollers
  • Analyzing and supporting taxbasis, cumulative Earnings and Profits, and tax pools of foreign corporations
  • Working with and developing aSr. Tax Professional I to meet deliverablesQualifications
  • Bachelors Degree or higher in Accounting
  • 5 years of tax experience (2 years international)
  • Experience in financial services industry
  • Proficiency in CCH / RIA Tax Research, SAP, CorpTax, and Microsoft Office
  • Bachelor's Degree or higher in Finance or Accounting
  • 5 years of tax or pulblic accounting experience
  • Experience in ASC 740/FAS 109
  • CPA or CPA eligible
  • Experience in Public Accounting, Banking or Financial services
  • Bachelor’s Degree or higher in Accounting, Information Systems, IT or equivalent
  • 5 years of Info Systems/Tax Compliance/Business experience
  • Excellent communication and analytical skill
  • Strong technology skills including tax software, Excel and GL reporting systems
  • Experience with CorpTax USC/AGP software administration
  • Posting Date: 08/06/2014

z .filled Senior Tax Professional Resume Examples & Samples

  • Legal entity income tax expense models
  • Preparation of quarterly income tax rate reconciliations
  • Assistance with preparation of quarterly management accounting entries
  • Analyses of current income tax and deferred tax balances
  • Works on activities and projects with others within the business unit
  • May lead projects and coordinate resources
  • This role is not eligible for My Work and must be located in Charlotte, NC***
  • MUST have 5+years of tax experience, including 2+ years in accounting for income tax
  • Knowledge of ASC Subtopic 740, Income Tax
  • Highly skilled in MS Excel

Domestic Tax Professional Resume Examples & Samples

  • Calculate monthly effective tax rates
  • Preparation and review of quarterly tax provisions as partof regulatory call reports
  • 5-8+ years of domestic corporate tax experience, preferablyin a large corporate environment or a large accounting firm
  • Strong analytic, organizational and interpersonal skills
  • Experience covering complex tax issues in a real-time environment
  • MS or MBA in Tax preferred

Seasonal tax Professional Resume Examples & Samples

  • Excellent communication skills; desired willingness for client contact
  • Expert PC skills; proficiency with the MS Office suite and Adobe
  • Strong teamwork and collaboration skills
  • Bachelor's or graduate degree in accounting, finance or related field preferred
  • Minimum of 1-2 years related experience in public accounting or corporate tax department
  • CPA certification is preferred
  • Experience managing multiple client engagements

Fortune Co Seeks Tax Professional Resume Examples & Samples

  • Assist with preparation of federal and state tax return schedules and related work-papers
  • Obtain all necessary reports from GL system
  • Respond timely to all federal and state tax notices
  • Assist with preparation of quarterly estimated tax payments and extensions schedules and related work-papers
  • Assist with preparation of various FAS109 schedules and related work-papers
  • Review changes in deferred tax account balances
  • Assist with special projects from time to time
  • Work closely with various outside service providers
  • Research tax issues as necessary and provide write-up
  • Responsible for updating any tax procedures related to position

International Tax Professional Resume Examples & Samples

  • Review and reconcile tax on CTA to the firm’s books and records
  • Assist Domestic and International Tax compliance teams on the computation and review of certain taxable gains and losses for tax return purposes (e.g., Sec 987, Sec 988 and Sec 986(c))
  • Assist with IRS audit information requests relating to Sec 987 and other foreign currency issues
  • Monitor and validate legal entity population and analyze tax on CTA implications for entity restructurings, repatriations and liquidations as well as changes in APB 23 assertions
  • Analyze tax implications for changes in functional currency
  • Maintenance of Federal /State/Non-US tax rates for CTA within Tax Data warehouse
  • Maintain procedure documentation and service level agreements with stakeholders relating to reporting of tax on CTA
  • Bachelor’s degree in accounting. Masters in tax a plus
  • 4-7 years of hands on experience in (i) US international tax compliance, (ii) income tax accounting and (iii) corporate accounting in a public accounting firm or corporate environment
  • Financial services experience preferred
  • Excellent analytical, organizational and communication skills, including the ability to simplify and communicate complex business information
  • Working knowledge of Microsoft and Excel
  • Leadership role on his/her own foreign tax credit business unit coverage
  • Liaise with tax and business units controllers on items affecting the Firm’s foreign tax credit analysis
  • Liaise between external service providers and tax technology team to ensure accurate reporting, testing & communication between the groups
  • Manage compliance related issues and tax planning analysis for Morgan Stanley’s foreign subsidiaries and their hybrid subsidiaries in various jurisdictions
  • Prepare applicable US tax returns for assigned non-US entities (Form 5471, 8865, 8858 etc.) and other associated US tax compliance tasks
  • Coordinate with the domestic compliance group with respect to any US inclusion items, such as subpart F, dividends and section 956 inclusions
  • Coordinate with members of the global tax group in projecting estimated tax liability of each legal entity and incorporate that in effective tax rate calculations
  • Gather data for purposes of U.S. information reporting with regard to CFCs, CFPs and minority investments; Ensure that any tax law changes or structural changes are appropriately reported on the relevant US tax returns
  • Strong analytical, organizational and interpersonal skills
  • Self-motivated and a strong team player
  • 5-7 years International Tax compliance or accounting experience
  • Calculate monthly and quarterly effective tax rates
  • Reconciliation and validation of income tax accounts and balance sheet tax accounts
  • Bachelors or Master’s degree in accounting, finance or other business discipline; taxation experience a plus
  • A minimum of 6 - 8 years of experience in Federal income tax compliance in a - CPA firm or corporate environment
  • Ability to interact effectively with all levels of personnel
  • Experience with Corptax Provision
  • 4-7 years of hands on experience in US international tax compliance, income tax accounting and corporate accounting in a public accounting firm or corporate environment
  • Ability to simplify and communicate complex business information
  • Strong time management and multitasking skills
  • Ensure that client requests are addressed on a timely basis
  • Identify opportunities and come up with ideas to provide added value to the client
  • Secure and enhance client relationships at the appropriate level and present a positive impression of EY
  • Build strong internal relationships within EY TAX Services and with other services across the organization in order to identify and capitalize on cross selling opportunities
  • Leverage knowledge from individuals, databases and other sources
  • Tax compliance management, oversight and preparation for a high volume of tax adjustments, federal and state corporate income tax returns in a time sensitive environment
  • 6-9+ years of domestic corporate income tax experience, preferably in a large corporate environment or a sophisticated accounting firm
  • In depth review of legal entity non-US tax provisions and Current & Deferred tax balances maintained in tax provision software
  • Review of legal entity attributes including Tax Credits, NOL and related Valuation Allowance analyses
  • Preparation and review of Forms 5471, 8865 and 8858 in relation to non-US subsidiaries
  • Bachelor’s degree in accounting; Masters in taxation and CPA preferred
  • 3-5 years of hands-on experience in ASC 740, Income Taxes and international tax compliance
  • Financial services background preferred
  • At least 6 years of experience including state compliance, controversy, and tax technology
  • Ability to multi-task and be flexible with shifting priorities
  • Experience with the financial service industry
  • Corptax USC including preparing returns and updating custom ranges, custom groups, and return calculation logic

Tax Professional Resume Examples & Samples

  • A minimum of 4 years relevant experience in tax environment (both Indirect and Income Taxes), including substantial experience with a Big Four Firm or reputable MNC; experience in both Big Four and MNC would be a plus
  • Thorough knowledge and experience in China tax law and practices
  • Familiar with construction site project/real estate industry is a plus
  • Thorough knowledge of business controls in a tax environment
  • Ability to adopt for dynamic changing environment
  • Familiarity with IT industry business models (Hardware, Software and Services) is highly advantageous
  • Preparation of book/tax differences for various deferred cash and equity compensation plans and employee benefits plans
  • Tracking book and tax basis for various equity and partnership investments
  • Corresponding with taxing authorities on deficiency notices
  • Special projects such as REMIC schedule Q tracking and tax depreciation calculations
  • Bachelors or Master’s degree in Accounting, Finance or other business discipline; taxation experience a plus
  • A minimum of 2 to 4 years of experience in a CPA firm or corporate Tax Department
  • Solid computer/technology skills, especially Excel
  • Financial services background preferred, but not required
  • Experience with CorpTax Compliance and Provision is preferred, but not required
  • Responsible for daily tax operations for BJ branch, achieve expected tax results, maintain process compliance and audit readiness at all time
  • Provides business insight and advice to manager
  • In charge of local tax returns, and tax incentive
  • Develop and undertake special tax and accounting projects
  • Familiar with tax laws and regulations as well general company laws, SAFE rules
  • 3 + years working knowledge of accounting and tax principles
  • Strong communication and negotiation skills, demonstrated ability to present results in both orally and in writing
  • Self-motivated, willing to work under pressure
  • Skilled in spreadsheet, word processing, presentation, etc
  • Qualifications (Education/Major/Certificates)
  • Bachelor\'s Degree in Tax/Accounting/Finance major
  • 3+ years experience in Tax Accounting in MNC

Indirect Tax Professional Resume Examples & Samples

  • A minimum of 6 years relevant experience in tax environment, fworking experience in firm or MNC is preferred
  • Rich experience in tax compliance
  • Able to translate technical decisions /strategies into business terms and implications
  • Able to prioritize, multi-task, and take ownership of the projects
  • Good written and verbal English & Chinese communication skills
  • Compilation of monthly federal consolidated deferred tax balances for regulatory reporting purposes
  • Calculation of consolidated Federal and State tax provision
  • Reconciliation and validation of income tax accounts and deferred tax balances
  • Coordination and communication of income tax accounting matters with members of department’s tax compliance teams
  • Identify and advise on income tax accounting process enhancements
  • Other related tax accounting project management and analysis
  • A minimum of 4-7 years’ experience in Federal income tax compliance/accounting or corporate accounting in a CPA firm or corporate environment
  • Experience with CorpTax Provision is preferred
  • Preparation of book/tax differences for various business unit coverages from commodities, fixed income, insurance and broker/dealer
  • Preparation of consolidated and separate company financial statement footnotes
  • A minimum of 4 years of experience in a CPA firm or corporate Tax Department
  • Tax Litigation, Compliance and Advisory
  • Excellent Communication, people management and leadership skills
  • Atleast 7 years of experience in International Tax
  • Bachelors degree in Law
  • Preparing annual U.S. Forms 5471, 8621, 8858, 8865, 1120-F, and required disclosures and statements
  • Calculating Subpart F income and other deemed foreign inclusions to U.S. taxable income on a quarterly basis
  • Requesting various legal, financial, and tax information from planning colleagues and foreign controllers
  • Analyzing and supporting tax basis, cumulative Earnings and Profits, and tax pools of foreign corporations
  • Keeping track of corporate resolutions and capital movements for assigned entities
  • Preparing responses to IRS audit inquiries for assigned entities
  • Researching tax issues and supporting planning initiatives and business unit support team on special projects
  • Working closely with a Sr. Tax Professional II and Tax Manager to meet deliverables
  • Bachelor’s Degree or higher in Accounting/Finance
  • Public Accounting Experience
  • SAP/eLedger
  • Advanced Excel, Modeling, Data Manipulation
  • Forecast/Planning Experience
  • Comfort working with Complex Financial Products
  • Must have 3+ years of tax experience (Big 4 a plus) minimum
  • Bachelors degree in Accounting is required. CPA, or CPA candidate preferred
  • Excellent verbal and written communication skills along with good time management required
  • Proficient computer skills including Excel, Word and tax return preparation and research software
  • Familiarity with CorpTax a plus

Experienced Tax Professional Resume Examples & Samples

  • Current CPA Certification (preferred, not required) or eligibility to sit for the CPA exam
  • 3+ years of experience in Public Accounting preparing and reviewing tax returns including Corporation, Partnership, LLC and complex individual returns
  • Experience working with construction-industry clients a plus
  • Experience with ProSystems Tax software a plus

Audit & Tax Professional Resume Examples & Samples

  • Prepare and file Form 5500 returns while managing client deadline expectations and budgets
  • Oversee and review Form 5500 preparation and supervise staff as the practice expands
  • Develop and maintain a relationship with the client and proactively work with the client’s management to gather necessary information, as well as actively look for additional business development opportunities
  • Provide annual Form 5500 updates at Whitley Penn’s Annual Employee Benefit Conference in all markets
  • Respond to DOL and IRS inquiries
  • Supervise, train and mentor Staff, including the review of staff prepared work papers and evaluate performances
  • Must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn
  • Proven experience in Tax
  • Professional qualification and a willingness to complete (eg ICEW, CIOT, CIMA, ATT or equivalent)
  • Full ACA or CIOT qualification
  • Newly qualified seeking first role
  • Must have 3-5+ years of experience in doing corporate state and federal tax returns
  • Must have Bachelors Degree
  • Strong communication skills both written and verbal. Ability to work with key stakeholders
  • Have strong organization skills and be able to work in a fast paced, deadline environment
  • Demonstrated leadership skills and ability to work well with a team. Demonstrated mentoring/coach skills
  • Experienced with strong MS Excel, perform look ups, pivot and macros (as most of the analysis is spreadsheet driven)
  • Master degree desired
  • AFIT experience
  • Experience with SAP, EPM
  • Bachelor's Degree in Accounting
  • 5+ years of current or recent CPA firm or family office tax experience servicing HNW individuals and related taxes
  • Hands-on mindset
  • Prior preparation and review experience
  • Subchapter C, including section 367
  • Subpart F income
  • The foreign tax credit system
  • Working with senior business leaders, finance and legal teams to clearly articulate tax concepts
  • Calculating the tax consequences of a deal for use in financial modeling
  • Assisting the preparation of the tax section of diligence reports
  • Reviewing financial statements and valuation reports
  • Working with external counsel to draft relevant contract provisions
  • Developing structuring plans to guide execution in a manner that meets the business and other functional teams needs
  • Working with tax accounting to ensure that transactions are properly recorded in the books and records; and
  • Collaborating within IBM Tax to ensure that all projects are accurately reported on IBM's tax returns and are properly documented for audit
  • At least 3 years experience in technical tax (subchapter C, including section 367 subpart F income, the foreign tax credit system)
  • At least 3 years experience in tax research
  • At least 3 years experience in tax and legal writing
  • Licensed in Law or Accounting (CPA)
  • Master's Degree in Law
  • At least 5 years experience in technical tax (subchapter C, including section 367 subpart F income, the foreign tax credit system)
  • At least 5 years experience in tax research
  • At least 5 years experience in tax and legal writing
  • Candidate must have a minimum of 5 years of corporate income tax experience
  • Ability to analyze state & federal tax law, GAAP accounting, and operational data is necessary
  • MS Excel - perform look ups, pivot and macros (as most of the analysis is spreadsheet driven)
  • Proficient doing tax research (preferably with RIA Checkpoint or BNA)
  • Can multitask and prioritize work load in a dynamic environment in order to meet internal and external deadlines
  • AC740 experience
  • Bachelor degree with finance related education background, not limited to Tax, but accounting, financial, statistics, auditing etc
  • Dedicated, hard working, quick learning
  • Able to work under demanding envirement, willing to devote him/herself into the details
  • 1-2 years working experience is a plus
  • Preparation of transfer pricing reports & documentation
  • Assisting in economic analyses of quantitative and qualitative data and reporting results
  • Assisting in audits by providing tax controversy support
  • Participation in projects relevant to dispute resolution and Advance Pricing Agreements (APAs)
  • Minimum of 3+ years of tax experience (Federal, State tax returns for large companies)
  • Strong MS Excel skills (Pivots, v-look ups, macros)
  • Good multi-tasking skills, organized and self motivated
  • Proficiency in CorpTax, SAP, EPM ideal
  • Certified Public Accountant (CPA) or Master of Business Administration (MBA) and 5 years relevant experience; or
  • Bachelor’s/Master’s degree in relevant field and 10 years relevant experience
  • Advanced Microsoft Office skills including Excel and Word
  • Ability to problem-solve, self-start, work independently, and meet deadlines
  • Being customer-service oriented (internal and external) is essential
  • Ability to accommodate long hours, especially at month- and year-end
  • Ability to communicate verbally and in writing at all levels inside and outside the organization
  • Basic familiarity with Microsoft Office Suite
  • Computer skills, commensurate with Essential Functions, including the ability to learn a validated system
  • Ability to work extended hours beyond normal work schedule to include, but not limited to evenings, weekends, extended shifts, and/or extra shifts; sometimes on short notice
  • Ability to work under specific time constraints

Direct Tax Professional for Global Financing Resume Examples & Samples

  • Language: English Fluent, additional languages are an advantage
  • Excellent interpersonal skills with ability to interact and communicate in an effective manner
  • Commitment to deadlines and flexibility to prioritize work
  • Advanced organizing, analytical skills and learning agility
  • Solid IT skills and excellent Excel knowledge
  • Professional working standards and integrity
  • Preferred Bachelors degree in the field of Economics (Tax or Accounting is an advantage - other tax qualifications or experience will be considered a plus, e.g. leasing and factoring accounting and taxation.)
  • Preferred 2 years experience - Tax Accounting / Corporate Direct Taxes in a multinational company
  • Must have a Bachelors in Accounting or other business degree
  • Minimum of 5+ years of tax experience
  • Strong proficiency in MS Excel (i.e. V-look ups, Pivot Tables, Macro’s) and MS Access experience
  • Excellent multi-tasking, organized, and self-motivated
  • Excellent analytical and communication skills along with good time management required
  • Familiarity with CorpTax
  • Ability to function in a paperless environment
  • Apply tax knowledge to intermediate level corporate and partnership returns and all levels of individual returns
  • Review basic tax return engagements
  • Perform complete & efficient reviews of individual and business tax returns while providing guidance to other staff

Employment Tax Professional Resume Examples & Samples

  • Engaging directly with employers and executives of EY clients in relation to complex employment tax related matters, including e.g. employment tax compliance, PAYE audits, management of workforce reduction programs and international assignments
  • Advising on executive and employee share incentive schemes, benefits-in-kind, etc
  • Experience of advising multi-nationals and interacting with, Human Resource and Finance managers
  • A determination to build a career in Tax within Employment Tax
  • Work effectively in a team sharing responsibility, providing support, maintaining communication and update other senior team members on progress
  • Build strong internal relationships within other departments and teams across the organization
  • Continually develop personal skills through training, experience and coaching
  • Support in the preparation of transfer pricing documentation files
  • 1-3 years of working experience in transfer pricing or in a tax/advisory position
  • Strong academic record in Business/Economics/Statistics/Accounting/Finance/Mathematics - Related postgraduate studies will be considered as an asset
  • Working experience in a big 4 environment will be considered an asset
  • Excellent communication and prioritization skills
  • 3 to 5 years’ of experience in tax field – working experience in a BIG4 will be considered as an asset
  • Strong academic record including a university degree in Business Administration, Banking and Finance, Accounting and Finance – postgraduate studies in Business Administration, Banking and Finance, Accounting and Finance will be considered as an asset
  • Substantial MS office knowledge
  • Excellent written and verbal communication skills in Greek and English
  • Self-motivation and desire to exceed expectations

Tax Professional Assistant Resume Examples & Samples

  • Must have reading and math skills sufficient to begin and finish the tax return interview
  • Ability to communicate effectively in person and on the phone
  • Previous experience with Windows-based computer programs
  • Must meet all continuing education requirements of the position
  • Additional state and local requirements may apply
  • Additional course work in math, accounting, or finance is preferred
  • Experience in accounting, finance, bookkeeping or tax
  • Tax planning and audit support
  • Experience working in a fast-paced environment
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years experience in accounting, finance, bookkeeping or tax

Test REQ DO NOT Apply Tax Professional Resume Examples & Samples

  • Experience completing individual returns
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
  • CPA or Enrolled Agent certification
  • Sales and/or marketing experience
  • Bachelor's degree in Business (Accounting, Finance etc.)
  • Master's degree in taxation or completion of the CPA In-Depth Tax Course Level 1 and 2
  • Professional Accounting designation
  • At least four years of relevant experience
  • Experience with Tax research tools and tax preparation software (i.e. TaxPrep, Tax Find, Formula Trix, Taxnet Pro)
  • Proficient in the use of Microsoft Excel
  • Qualified in a recognised tax (CTA) or accounting (ACA, ACCA, ACMA) qualification
  • Proven post qualification experience working in the tax department of a professional accounting firm or in the tax department of a large company (preferably a multinational company)
  • Experience of dealing with HMRC on Transfer Pricing matters would be preferred
  • Knowledge of R&D tax credits
  • Ensure property tax renditions are timely filed, including working with outside consultants,
  • Review all appraisal notices received from appraisal offices and evaluate the need for appeals
  • Accounting degree preferred
  • Minimum 5+ years experience in CPA firm or large corporate organization
  • Sales & use tax compliance experience preferred
  • Experience with accounting for fixed assets preferred
  • Some property tax experience preferred
  • Spanish preferred
  • Knowledge of and familiarity with US income and non-income tax requirements
  • Knowledge of and familiarity with Canadian income and GST/HST/RST/PST tax requirements
  • Familiarity with Oracle and HFM accounting software
  • Familiarity with MS Office, Corptax, SOVOS Taxware, DMA MiSos and Corpsales sales & use tax software
  • Knowledge of and familiarity with US state and local sales & use tax exemptions for CA, TX & PA as well as other states generally
  • Knowledge of and familiarity with US federal and state tax regulations mandating asset classes, useful lives and federal/state/local differences as well as IFRS classifications

Expatriate Tax Professional Resume Examples & Samples

  • Preparation and delivery of global tax cost estimates for bids and tax accrual purposes
  • Worldwide assignee compliance tracking and follow up
  • Communicate mobility and tax policies clearly and concisely to both assignees and management
  • Prepare expatriate cost reconciliations for project billings and close out
  • Preparation of tax equalization splits between projects
  • Tax equalization tracking, coordination and explanation for assignees and project management
  • Coordinate with tax vendor and payroll regarding imputed assignment income, state tax residency, hypothetical withholding, additional tax payment, and tax gross-ups
  • International Taxable Business Traveler Tracking
  • Invoice processing
  • Preparation of secondment agreements
  • Review articles and research international tax law changes effecting global expatriate locations
  • Individual Tax advice and planning for projects
  • BA/BS in Business, Accounting, or related required
  • 1+ Years of Accounting Experience
  • International Expatriate Tax Experience
  • Attention to detail and strong data analytic skills
  • Team player, self-starter with strong initiative
  • Strong Microsoft office skills
  • Individual income tax experience with a full understanding of IRS Section 911
  • Ability to work in a fast paced, multi-tasking team environment
  • Technical Competencies: General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data. Understand internal software systems including Pfx Fixed Assets, GoFileRoom, Pfx Engagement, Pfx Tax, etc. Proficiency with Microsoft (MS) Windows and Office products
  • Leading with Impact: Sets an example and exhibits behaviors for others to emulate
  • Ownership Mindset: Engineers productive change and positive results
  • Growing the Business: Focuses efforts on managing work and key relationships to exceed expectations
  • Delegate work to Associates on routine assignments. The Senior continues to work with a mentor for professional and career development
  • Experience: A minimum of two years of experience as an Associate
  • Certifications/Licenses: Eligible to sit for CPA exam preferred
  • Analyze IBM purchase / sales transactions and work with internal / external customers to ensure compliance with US state / local tax laws
  • Perform tax research utilizing RIA Checkpoint, state websites and other tax resources
  • Compile analytics and trends of sales /use tax payments, state specific projects and refund claims
  • Research and analyze IBM purchase transactions for sales tax compliance
  • Work with vendor requests for tax only payments and providing exemption certificate documentation
  • Initiate and follow through with requested system changes to ensure compliance with state/local tax laws
  • Review and validate customer exemption documentation
  • Resolving issues related to sales tax charged to customers
  • Perform Quarterly Controls testing (SOX) for World Wide Business Controls
  • Analyze purchase activity to identify trends and potential tax savings
  • Review tax publications and rate / law changes for assigned states to identify any impact to IBM processes, initiate changes needed to IBM systems and internal process documents
  • Microsoft Office, Word, Excel
  • Demonstrate analytical and communication skills
  • Industry experience in sales/use tax knowledge
  • Accounting / Finance coursework and income tax class
  • Basic knowledge of RIA Checkpoint or other online tax research source
  • Basic knowledge of Sarbanes-Oxley controls / testing process

Sales & Use Tax Professional Resume Examples & Samples

  • Extensive sales and use tax preparation
  • Timely submission of tax documents to meeting filing requirements
  • Prepare complex account reconciliations for sales and use tax accounts
  • Identify, communicate, and conduct strategic audits/refunds to recover sales/use tax exposure amounts and overpayments
  • Compile, organize, document, and communicate business data for state and local taxing authorities to lead and conduct assigned business sales and use tax audits to minimize sales/use tax exposure amounts and over payments
  • Bachelor's Degree in Accounting or Finance, Advanced Degree or certificate preferred
  • 4+ years of Sales and Use Tax experience in a high volume setting
  • Demonstrated advanced knowledge of sales & use tax compliance/audits/consulting concepts, practices, and procedures
  • Demonstrated advanced knowledge of sales & use tax compliance/audits best practices and procedures
  • Experience with Vertex and Lawson
  • Advanced skills in Excel, Word, Outlook, and Power Point

Payroll Tax Professional Resume Examples & Samples

  • Review and follow up on various payroll tax notices received from different government agencies. Work with state/federal/local agencies and payroll vendor to resolve the tax issues
  • Bachelor's Degree in Accounting or Finance required
  • Minimum of 5 years Accounting, Finance or Payroll experience required
  • Superior mathematical ability, problem resolution, accuracy, and attention to detail as well as a demonstrated ability to work well in a close team environment

Preseason Tax Professional Resume Examples & Samples

  • Knowledge and experience with a Windows-based computer system preferred
  • Experience working in a fast-paced customer service environment preferred
  • Successful completion of the H&R Block Tax Knowledge Assessment, H&R Block Income Tax Course, or equivalent²
  • Additional experience for this position is acquired through training upon hiring
  • Reviewing and prepararing annual U.S. Forms 5471, 8858, 8865, 1120-F and required elections and disclosures
  • Reviewing and calculating subpart F income and other deemed and actual foreign inclusions to U.S. taxable income on a quarterly and annual basis
  • Requesting various legal, financial, and tax information from tax planning, lines of business contacts and foreign controllers
  • Analyzing, reviewing, and maintaining tax basis, cumulative Earnings and Profits and tax pools of foreign corporations
  • Researching tax issues and supporting the tax planning team and their initiatives through modeling
  • Preparing responses to IRS audit inquiries
  • Supervising and mentoring tax staff and coordinating tax staff deliverables
  • BS/BA Finance/Accounting
  • Taxation Experience
  • People Management/Supervisory Experience
  • Comfort working with complex Financial Products
  • 6+ years of federal or state tax compliance and/or financial reporting experience in a public accounting firm or industry
  • Experience preparing federal book/tax difference adjustments including ASC740 balance sheet proofs (must have ASC740 exp)
  • Experience preparing quarterly provision and forecast calculations
  • Proficiency in CorpTax, SAP, and MS Office suite
  • Strong communication skills and ability to develop strong partnerships with peers, managers and stakeholders
  • Comfortable working in a fast paced, dynamic environment
  • Degree in Accounting or Taxation and/or CPA certification preferred
  • Two years of experience in corporate taxation or public accounting required
  • Sound technical knowledge of federal, state and local corporate income tax laws and regulations required
  • Experience in preparation of income tax provision and all types of income and franchise tax returns preferred
  • Detail oriented with strong analytical and problem solving skills required
  • Good interpersonal and oral/written communication skills necessary
  • Proficiency in tax research tools (i.e CheckPoint, CCH) preferred
  • Microsoft Excel proficiency (pivot tables, v lookups, sum/if, if/then) required
  • Experience with OneSource or GoSystems income tax return preparation software preferred
  • Ability to prioritize and manage multiple tasks required
  • Minimum of 3 years experience in IT/Business with experience in financial services industry a plus
  • Good knowledge of Content Server fundamentals, including core capabilities and limitations
  • Knowledge and experience with Content Server Users and Groups Administration
  • Knowledge and experience with Content Server information security model
  • Knowledge and experience with Content Server workflow features and concepts
  • Knowledge and experience with Content Server Categories & Attributes Administration
  • Knowledge and experience with Content Server Records Management implementation
  • Excellent communication and analytical skills and a strong attention to detail
  • Experienced with Bank of America Desktop Support procedures
  • Experience in a Tax department, Corptax USC, MS Office 2013, Oracle SQL, Tableau, MicroStrategy, SAP
  • Experience with OpenText Content Server version 10.x and the following areas
  • Prior work experience with University of Colorado or other higher education institution
  • Prior payroll experience and prior international tax work experience
  • Experience with PeopleSoft HCM, International Tax Navigator
  • Experience applying federal and State tax laws, immigration laws as they relate to taxes, international tax treaties, and international taxation

Corporate Tax-tax Professional Resume Examples & Samples

  • Tax compliance management, oversight and the preparation for a high volume of state and local returns including several combined/unitary state tax returns in a time sensitive environment
  • Calculate monthly and quarterly state marginal tax rates and state effective tax rates
  • Preparation and review of quarterly tax provisions as part of consolidated tax provision
  • Special projects such as Amended Returns (RARs)
  • Bachelor’s degree or higher
  • 4-5 Public Accounting Experience (Big 4 preferred)
  • Taxation experience required, GAAP accounting knowledge
  • Tax software
  • 2-3 years of Sales and Use Tax law Knowledge/Experience
  • Ability to work independently/Good Judgement
  • Attention to detail/Analytical/Research Skills
  • Good communication skills and process improvement skills
  • Abilitiy to absorb info from several sources to come to logical decision
  • Experience in preparing / reviewing complex state tax returns
  • Ability to summarize complex problems in a clear, concise manner Ability to research tax issues and identify risks
  • Critical problem solver Strong analytical skills
  • Bachelors degree or higher
  • Minimum 2 years experience in BAC LETT preferred
  • 6+ years tax experience (Big 4 and bank experience preferred)
  • Experience with CorpTax / Microsoft Office

Related Job Titles

resume template for tax professionals

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  • Tax Professional

5 Amazing tax professional Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, tax professional: resume samples & writing guide, bernie bailey, employment history.

  • Prepare and file tax returns for individuals and businesses
  • Keep up to date with the latest changes in tax legislation
  • Develop and implement tax strategies to minimize tax liabilities
  • Identify potential tax credits and deductions
  • Monitor tax law changes and advise clients on the impact of such changes
  • Respond to inquiries from the IRS and other government agencies
  • Research and interpret tax laws and regulations to ensure compliance
  • Assist clients with tax preparation software

Do you already have a resume? Use our PDF converter and edit your resume.

Roger Hawkins

  • Provide tax planning advice to clients
  • Maintain client records and prepare tax reports

Professional Summary

  • Develop and maintain relationships with clients
  • Prepare and submit estimated tax payments
  • Analyze financial data to determine tax liability and develop strategies to minimize tax burden
  • Prepare financial statements, including income statements and balance sheets

Richard Richards

  • Represent clients in audits, appeals, and tax collection disputes

Percy Daniels

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resume template for tax professionals

Table of Content

  • Introduction
  • Resume Samples & Writing Guide
  • Resume Example 1
  • Resume Example 2
  • Resume Example 3
  • Resume Example 4
  • Resume Example 5
  • Jobs Description
  • Jobs Skills
  • Technical Skills
  • Soft Skills
  • How to Improve Your Resume
  • How to Optimize Your Resume
  • Cover Letter Example

tax professional Job Descriptions; Explained

If you're applying for an tax professional position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers. When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

tax professional

  • Prepare individual income tax returns according to the IRS tax code
  • Create client packets and files
  • Follow tax code, office policies and procedures
  • Offer quality customer services like financial products and other promotions
  • Assist with building brand recognition

tax professional Job Skills

For an tax professional position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Tax Preparation
  • Accounting Principles
  • Financial Analysis
  • Financial Planning
  • Tax Planning
  • Corporate Tax
  • Bookkeeping
  • Financial Reporting
  • Tax Compliance
  • Financial Modeling
  • Financial Statements
  • Investment Analysis
  • Financial Forecasting
  • Regulatory Compliance
  • Estate Planning
  • IRS Regulations
  • Payroll Tax
  • Cost Accounting

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Adaptability
  • Organization
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Strategic Thinking
  • Emotional Intelligence
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Supervisory
  • Risk Management
  • Database Management
  • Documentation
  • Financial Management
  • Visualization
  • Business Acumen
  • Process Improvement
  • Relationship Management.

How to Improve Your tax professional Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Ian Patterson

Include your contact information and job descriptions, missing job descriptions lessens your chances of getting hired..

  • Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
  • Keep job descriptions short but don't just list your jobs.
  • Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your tax professional Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

  • Maintane client records and prepere tax reports.
  • Reppresent clients in audits, appeals, an' tax collection disputes.
  • Prepear financail statemnts, includin incom statemnts an balence sheets.
  • Provideing tax plannin advices to clientss
  • Reppresent cliients in audtits, appelas, an tax collection disputess.
  • Prepear and submitt estimatted taxx paymments.
  • Keeep upp too date witth thee latesst changess inn taxx legislattionn.
  • Provide tax plannin advices too clients.
  • Analise financail data too determinate tax liabillity and develope strategys too minimise tax burden.

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history..

  • When explaining gaps in your employment section, start by being honest.
  • Elaborate on the gap and show that you never stopped learning.
  • Explain and elaborate any gap in your work history by highlighting new skills.

tax professional Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an tax professional position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

TD Bank Hiring Team

I am writing to express my interest in the Lead Tax Professional role at TD Bank. As a Tax Professional with 10 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.

Growing up, I always had a fascination with Mergers & Acquisitions. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.

I appreciate the opportunity to apply for the Lead Tax Professional position. I am committed to making a positive impact on the world, so I am thrilled about the opportunity to join your team and work towards achieving our shared goals for the betterment of everyone.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Awesome

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Resume Worded   |  Proven Resume Examples

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  • Accountant Resume Guide & Examples

Tax Accountant Resume Examples: Proven To Get You Hired In 2024

Hiring Manager for Tax Accountant Roles

Jump to a template:

  • Tax Accountant
  • Corporate Tax Specialist
  • Tax Consultant
  • Tax Advisor
  • Tax Analyst

Get advice on each section of your resume:

Jump to a resource:

  • Tax Accountant Resume Tips

Tax Accountant Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., tax accountant resume sample.

As a Tax Accountant, your resume should show that you're more than just an individual who crunches numbers. Your expertise in complex tax law, vast knowledge about regulations and meticulous nature are important. These days, companies are becoming more and more aware of the importance of abiding by tax laws. They want accountants who are informed and up-to-date with these regulations, both federal and state. Keep in mind, your resume is the first opportunity to showcase these skills to potential employers. Recently, there's been a shift towards valuing soft skills like communication and problem-solving in the Tax Accountant role. It's not enough to just be good with numbers, you should also be able to explain complex tax concepts to non-tax professionals. When writing your resume, it's crucial to demonstrate both technical expertise and these soft skills.

A Tax Accountant's resume showing key skills, certifications, and problem-solving experiences.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your tax accountant resume in 2024,    include relevant certifications.

Next to your formal education, make sure you include any additional certifications like the Certified Public Accountant (CPA) or the Chartered Tax Advisor (CTA). These qualifications not only confirm your competence in tax law and regulations, but also display your commitment to the accounting field.

Include relevant certifications - Tax Accountant Resume

   Showcase your problem-solving skills

Don't just list your roles and responsibilities, but illustrate how you've used your skills to solve real tax issues. Maybe you identified a tax-saving opportunity for your previous employer or assisted in a difficult audit. Concrete examples will make your resume stand out.

Showcase your problem-solving skills - Tax Accountant Resume

A tax accountant specializes in preparing and filing tax forms for businesses and individuals. These accountants must stay abreast of current tax regulations to help their clients comply with the law. You’ll need specialized knowledge in order to become a tax accountant -- so if you have experience in tax accounting, auditing, or tax preparation, make sure to say so on your resume.

resume template for tax professionals

   Skills section highlights specialized tax and accounting knowledge

To become a tax accountant, you’ll need additional training in tax law and preparation beyond what is standard for your industry. Once you’ve acquired these hard skills, list them prominently in your resume skills section.

Skills section highlights specialized tax and accounting knowledge - Tax Accountant Resume

   Discuss past achievements using specific numbers related to accounting

All types of accountants usually produce tangible results for the companies they work for. Instead of providing vague statements about what you did at past jobs, mention past achievements using specific numbers to measure the scope of what you accomplished (e.g. “resolved over 100 tax issues” or “reduced tax penalty fees by 20%”).

Discuss past achievements using specific numbers related to accounting - Tax Accountant Resume

Corporate Tax Specialist Resume Sample

Tax consultant resume sample, tax advisor resume sample, tax analyst resume sample.

As a hiring manager who has recruited for tax accountant roles at companies like EY, Deloitte, and KPMG, I have reviewed hundreds of resumes. The following tips are based on the best practices I've seen in the most effective resumes. By applying these tips, you can create a compelling resume that will catch the attention of hiring managers and increase your chances of landing an interview.

   Highlight your tax accounting certifications

Certifications are crucial for tax accountants. They demonstrate your expertise and commitment to the field. Make sure to prominently display your certifications on your resume, such as:

  • Certified Public Accountant (CPA)
  • Enrolled Agent (EA)
  • Certified Management Accountant (CMA)

If you have multiple certifications, consider creating a separate section titled "Certifications" to make them stand out. This will catch the eye of hiring managers and show that you have the necessary qualifications for the role.

Bullet Point Samples for Tax Accountant

   Showcase your experience with specific tax forms

Tax accountants work with a variety of tax forms. To stand out, highlight your experience with specific forms that are relevant to the job you're applying for. For example:

  • Prepared and filed 200+ Form 1040 individual tax returns annually
  • Completed 50+ Form 1120 corporate tax returns for clients in various industries
  • Filed 75+ Form 1065 partnership tax returns, ensuring compliance with state and federal regulations

By providing specific numbers and examples, you demonstrate the depth of your experience and the value you can bring to the role.

   Emphasize your knowledge of tax laws and regulations

Tax laws and regulations are constantly evolving. Employers want to see that you stay up-to-date with the latest changes and have a deep understanding of the tax code. Instead of simply stating that you have "knowledge of tax laws," provide specific examples:

  • Attended 5 continuing education seminars on recent changes to the tax code
  • Researched and implemented strategies to help clients take advantage of new tax deductions and credits
  • Stayed current on state and local tax laws in multiple jurisdictions, ensuring compliance for clients operating in different states

These examples show that you are proactive in staying informed and can apply your knowledge to benefit clients and employers.

   Quantify your achievements with metrics

Numbers speak louder than words. Use metrics to quantify your achievements and show the impact you've made in previous roles. Here are some examples:

  • Prepared tax returns for 50+ high-net-worth individuals, resulting in an average tax savings of $50,000 per client
  • Implemented a new tax software system that reduced preparation time by 30% and increased accuracy to 99.5%
  • Identified and resolved 20+ tax discrepancies, saving the company $250,000 in potential penalties

By using metrics, you provide concrete evidence of your skills and accomplishments, making your resume more compelling to hiring managers.

   Tailor your resume to the specific job description

One size does not fit all when it comes to resumes. To increase your chances of getting noticed, tailor your resume to the specific job description. Here's an example of what not to do:

  • Experienced tax accountant with strong skills in tax preparation, research, and analysis.

Instead, customize your resume to match the job requirements:

  • 5+ years of experience preparing corporate tax returns for clients in the manufacturing industry, with expertise in cost segregation studies and R&D tax credits.

By tailoring your resume to the job description, you show the hiring manager that you have the specific skills and experience they are looking for.

   Highlight your soft skills and communication abilities

While technical skills are essential for tax accountants, soft skills are equally important. Employers want to see that you can communicate effectively with clients and colleagues. Instead of just listing soft skills, provide examples that demonstrate them:

Collaborated with a team of 5 tax professionals to develop and deliver a presentation on tax planning strategies for small businesses. The presentation received positive feedback from clients and resulted in a 20% increase in new business referrals.

This example shows that you can work well in a team, communicate complex tax concepts to clients, and contribute to business growth. By highlighting your soft skills through specific examples, you demonstrate your value beyond just technical expertise.

Writing Your Tax Accountant Resume: Section By Section

  summary.

When it comes to writing a resume for a Tax Accountant position, the summary section is optional but can be a valuable addition. While your resume itself is a summary of your qualifications, a well-crafted summary statement can provide additional context and highlight your most relevant skills and experience. This is especially useful if you're changing careers or have a wealth of experience that may not be immediately apparent from your work history alone.

However, it's important to note that objective statements should never be used in place of a summary. Instead, focus on crafting a concise, targeted summary that showcases your unique value proposition and aligns with the requirements of the Tax Accountant role you're seeking.

How to write a resume summary if you are applying for a Tax Accountant resume

To learn how to write an effective resume summary for your Tax Accountant resume, or figure out if you need one, please read Tax Accountant Resume Summary Examples , or Tax Accountant Resume Objective Examples .

1. Tailor your summary to the tax accountant role

When writing your summary for a Tax Accountant position, it's crucial to tailor your statement to the specific role and company you're targeting. Research the job description and the employer to identify the key skills, qualifications, and experience they're seeking in a candidate.

Avoid using a generic, one-size-fits-all summary that could apply to any accounting role. Instead, customize your summary to highlight your most relevant tax accounting experience, such as:

  • Preparing and filing corporate, partnership, and individual tax returns
  • Conducting tax research and staying up-to-date with changing tax laws and regulations
  • Collaborating with clients to develop tax planning strategies and minimize tax liabilities
Tax Accountant with 5+ years of experience preparing and filing corporate, partnership, and individual tax returns. Skilled in conducting tax research, analyzing complex tax issues, and developing tax planning strategies to minimize liabilities. Proven track record of collaborating with clients to ensure compliance with federal and state tax laws.

2. Highlight your technical skills and certifications

As a Tax Accountant, your technical skills and certifications are essential to your success in the role. Use your summary to showcase your expertise in tax preparation software, accounting principles, and relevant certifications.

However, avoid simply listing your skills and certifications without context. Instead, demonstrate how you've applied your technical knowledge to drive results and add value to your previous employers or clients.

  • Proficient in tax preparation software, including ProSystem fx, Lacerte, and UltraTax
  • Certified Public Accountant (CPA) with a Master's degree in Accounting

Instead, try something like this:

  • Experienced in utilizing ProSystem fx and Lacerte to prepare and file complex tax returns, resulting in a 98% on-time filing rate and zero errors
  • CPA and Master's degree holder committed to leveraging advanced accounting knowledge to optimize tax strategies and ensure compliance

Remember, your summary is a chance to make a strong first impression and convince the hiring manager to keep reading your resume. By highlighting your technical skills and certifications in a results-oriented way, you can demonstrate your value and set yourself apart from other candidates.

  Experience

The work experience section is the heart of your resume. It's where you show hiring managers that you have the right experience to excel in the role. It's also the section they spend the most time reading. Here are some tips to make your work experience section stand out:

1. Use strong tax accounting verbs

When describing your work experience, use strong verbs that are specific to tax accounting. This shows hiring managers that you have the relevant skills and experience they're looking for.

Examples of strong tax accounting verbs include:

  • Prepared and filed corporate tax returns
  • Reconciled general ledger accounts
  • Analyzed financial statements to identify tax savings opportunities
  • Collaborated with cross-functional teams to ensure tax compliance

Avoid generic, overused verbs like 'managed', 'handled' or 'responsible for'. These don't provide much insight into your actual tax accounting abilities.

Action Verbs for Tax Accountant

2. Quantify your achievements with metrics

Numbers jump off the page and quickly convey your value to employers. Whenever possible, quantify your achievements with hard numbers.

Here are some examples:

  • Identified and implemented tax strategies that saved the company $500K annually
  • Managed tax reporting and compliance for 15+ legal entities across multiple states
  • Reduced time spent on quarterly tax provision process by 30% through process improvements
Streamlined sales and use tax compliance process, saving 200+ hours per year

3. Highlight your career progression

Hiring managers love to see a track record of increasing responsibility and career growth. If you've been promoted or taken on higher-level assignments, make that clear in your work experience section.

One way to do this is by breaking out different positions within the same company, like this:

  • Senior Tax Accountant, XYZ Company (2019-Present)
  • Tax Accountant, XYZ Company (2016-2019)

Under each position, list your key accomplishments and how your responsibilities grew. This makes your progression crystal clear.

In contrast, lumping everything under one position makes it harder to see your growth:

  • Tax Accountant, XYZ Company (2016-Present) Responsibilities included preparing tax returns, analyzing financial statements, and managing compliance. Promoted to Senior Tax Accountant in 2019.

Clearly showcasing your career trajectory can make a powerful impression. Want to make sure your promotions and expanded responsibilities shine through? Our Score My Resume tool instantly analyzes your resume and provides expert feedback on 30+ key criteria hiring managers look for, including highlighting career progression.

4. Tailor your experience to the job

Review the job description carefully and customize your work experience to that specific role. Emphasize the experience and accomplishments that are most relevant.

For example, if the job focuses heavily on corporate tax, highlight those specific skills:

  • Prepared federal and state corporate income tax returns for multinational companies
  • Researched tax treatment of complex corporate transactions

If the role is more focused on tax accounting, adjust your bullets accordingly:

  • Reconciled tax balance sheet accounts and recorded tax journal entries
  • Assisted with the preparation of tax provisions and tax footnotes for SEC filings

Tailoring your experience shows the hiring manager you're a strong fit for their particular needs.

  Education

When writing the education section of your tax accountant resume, it's important to highlight your relevant degrees and certifications. This section should be concise and tailored to the job you're applying for. Here are some tips to help you craft a strong education section:

How To Write An Education Section - Tax Accountant Roles

1. List your most recent and relevant degree first

If you have multiple degrees, list them in reverse chronological order, starting with your most recent and relevant degree. For example:

Master of Science in Accounting, XYZ University, Graduated: 2019 Bachelor of Science in Business Administration, ABC College, Graduated: 2015

If you are a recent graduate with limited work experience, you may want to include more details about your education, such as relevant coursework, academic achievements, or honors.

2. Include relevant certifications and licenses

As a tax accountant, having relevant certifications and licenses can set you apart from other candidates. Be sure to include them in your education section. For example:

  • Certified Public Accountant (CPA), State Board of Accountancy, 2020
  • Enrolled Agent (EA), Internal Revenue Service, 2018

If you are currently pursuing a certification or license, you can include it with an expected completion date.

3. Keep it brief if you are a senior tax accountant

If you are a senior tax accountant with extensive work experience, your education section should be brief and to the point. Avoid listing graduation dates to prevent age discrimination. For example:

  • Master of Science in Taxation, XYZ University
  • Bachelor of Science in Accounting, ABC College

In contrast, here's an example of what not to include in your education section as a senior tax accountant:

  • Online course in Basic Bookkeeping, DEF Online Learning Platform, Completed: 2005
  • High School Diploma, GHI High School, Graduated: 1990

  Skills

The skills section of your tax accountant resume is where you highlight your top abilities that are relevant to the job. It's important to get this section right, as many companies use applicant tracking systems (ATS) to screen resumes based on the presence of certain skills.

When writing your skills section, focus on showcasing your technical accounting skills, knowledge of relevant software and tools, and any certifications or specializations that make you stand out. Keep the section concise and easy to read by using bullet points or categorizing your skills.

How To Write Your Skills Section - Tax Accountant Roles

1. Highlight your tax accounting expertise

When listing your skills, prioritize those that are directly related to tax accounting. This includes knowledge of tax laws, regulations, and compliance requirements. Be specific about the areas of taxation you specialize in, such as:

  • Corporate tax
  • International tax
  • State and local tax
  • Individual tax

Additionally, mention any relevant certifications you hold, such as a CPA or Enrolled Agent. These credentials demonstrate your expertise and commitment to the field.

Tax Specializations : Corporate Tax, International Tax, State and Local Tax Certifications : Certified Public Accountant (CPA), Enrolled Agent (EA)

2. Include relevant software and tools

Tax accountants rely on various software and tools to perform their duties efficiently. Showcase your proficiency in the most commonly used accounting software, such as:

  • Oracle NetSuite

Additionally, highlight your skills in tax preparation software like Intuit ProSeries, Lacerte, or Drake. Familiarity with Microsoft Office, particularly Excel, is also essential for tax accountants.

Experienced in accounting software Proficient in tax preparation tools Knowledge of Microsoft Office

Instead of using vague descriptions, be specific about the software and tools you're skilled in:

Accounting Software : QuickBooks, Xero, SAP, Oracle NetSuite Tax Preparation Software : Intuit ProSeries, Lacerte, Drake Microsoft Office : Excel (Vlookup, Pivot Tables, Macros), Word, PowerPoint

3. Demonstrate your analytical and problem-solving skills

Tax accountants need strong analytical and problem-solving skills to navigate complex tax issues and find effective solutions for their clients. Highlight these skills in your resume, along with any related abilities, such as:

  • Financial analysis
  • Data analysis
  • Critical thinking

While it's important to mention these skills, avoid using generic phrases like "problem-solving" or "analytical skills" without context. Instead, provide specific examples of how you've applied these skills in your work.

Analytical Skills : Financial analysis, data analysis, research, critical thinking Problem-Solving : Identified and resolved complex tax issues, saving clients an average of $50,000 in potential penalties

4. Focus on hard skills and avoid buzzwords

When crafting your skills section, focus on the hard skills that are essential for a tax accountant. These include technical accounting skills, knowledge of tax laws and regulations, and proficiency in relevant software.

Avoid listing soft skills like "leadership," "communication," or "teamwork" in your skills section. While these qualities are important, they are better demonstrated through your work experience and accomplishments. Including them in your skills section may come across as generic or insincere.

Leadership Communication Teamwork Attention to detail

Instead, focus on the specific, measurable skills that set you apart as a tax accountant:

Technical Accounting : GAAP, IFRS, financial statements, auditing Tax Law & Compliance : IRS regulations, state and local tax laws, tax planning strategies Software : QuickBooks, Lacerte, Drake, Excel (advanced functions)

Skills For Tax Accountant Resumes

Here are examples of popular skills from Tax Accountant job descriptions that you can include on your resume.

  • Account Reconciliation
  • Financial Statements
  • Financial Analysis
  • Cash Collection
  • Journal Entries
  • Financial Reporting

Skills Word Cloud For Tax Accountant Resumes

This word cloud highlights the important keywords that appear on Tax Accountant job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

Top Tax Accountant Skills and Keywords to Include On Your Resume

How to use these skills?

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Tax Accountant Resumes

  • Template #1: Tax Accountant
  • Template #2: Tax Accountant
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  • Template #4: Corporate Tax Specialist
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  • Template #6: Tax Advisor
  • Template #7: Tax Analyst
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  • Free Tax Accountant Resume Review
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  • Tax Accountant Sample Cover Letters
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resume template for tax professionals

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resume template for tax professionals

I had a clear uptick in responses after using your template. I got many compliments on it from senior hiring staff, and my resume scored way higher when I ran it through ATS resume scanners because it was more readable. Thank you!

resume template for tax professionals

Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.

resume template for tax professionals

Tax Professional resume examples for 2024

A tax professional resume should highlight the candidate's ability to provide excellent customer service, prepare accurate tax returns, and offer tax advice to clients. According to Kenton Klaus , Director of the Master of Science in Taxation program at DePaul University, "the best way to maximize salary potential is to quickly narrow down the areas of tax where the graduate student can separate themselves from other candidates." This means that tax professionals should strive to develop a deeper knowledge of specific areas of taxation, as well as the applicable technology, in order to stand out from other candidates. Additionally, Natalie Burgos, Associate Faculty at Edmonds Community College, recommends searching for job opportunities on websites like Indeed, which allow you to save your profile and apply to multiple jobs easily.

Resume

Tax Professional resume example

How to format your tax professional resume:.

  • Align the job title on your tax professional resume with the job you're applying for.
  • Highlight achievements rather than responsibilities in your work experience, such as reducing clients' taxes or maintaining long-term relationships.
  • Tax professionals should aim to fit their resume on one page, focusing on relevant experience and achievements.

Choose from 10+ customizable tax professional resume templates

Choose from a variety of easy-to-use tax professional resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your tax professional resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Tax Professional Resume

Tax Professional resume format and sections

1. add contact information to your tax professional resume.

Tax Professional Resume Contact Information Example # 1

Hank Rutherford Hill

St. Arlen, Texas | 333-111-2222 | [email protected]

2. Add relevant education to your tax professional resume

Your resume's education section should include:

  • The name of your school
  • The date you graduated ( Month, Year or Year are both appropriate)
  • The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

  • Academic awards (Dean's List, Latin honors, etc. )
  • GPA (if you're a recent graduate and your GPA was 3.5+)
  • Extra certifications
  • Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

  • If you're a recent graduate, you might opt to place your education section above your experience section
  • The more work experience you get, the shorter your education section should be
  • List your education in reverse chronological order, with your most recent and high-ranking degrees first
  • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About Tax Professional Education

Tax Professional Resume Relevant Education Example # 1

Bachelor's Degree In Business 2012 - 2015

California State University - San Bernardino San Bernardino, CA

Tax Professional Resume Relevant Education Example # 2

Bachelor's Degree In Finance 2003 - 2006

Northeastern University Boston, MA

3. Next, create a tax professional skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

  • Include 6-12 skills, in bullet point form
  • List mostly hard skills ; soft skills are hard to test
  • Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an tax professional resume

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

IRS stands for internal revenue services. It helps many compliant taxpayers become conversant with the law regarding taxes; it ensures the minority who refuse to comply with paying taxes pay the required amount.

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Top Skills for a Tax Professional

  • Strong Customer Service , 24.5%
  • Customer Service , 15.8%
  • Individual Tax Returns , 10.9%
  • Other Skills , 42.4%

4. List your tax professional experience

The most important part of any resume for a tax professional is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of tax professionals" and "Managed a team of 6 tax professionals over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

  • Corresponded with IRS and Franchise Tax Board in behalf of the clients.
  • Prepared over 150 tax returns every tax season with 97% first time approval rate.
  • Provided extensive off season services to clients including amended filings and IRS audit support.
  • Represented clients being audited by IRS.
  • Enrolled Agent - Enrolled to Practice Before The IRS - Prepare Personal and Business Tax Returns
  • Completed tax training course, passing three exams and obtaining PTIN from the IRS.
  • Received a PTIN from the State in order to be able to prepare taxes for profit.
  • Obtained PTIN certification, for the state and federal taxes.
  • Passed all tests required by Liberty Tax Services and acquired PTIN from IRS.
  • Assisted customers with income tax preparation, analyzing customer's documents too effectively and efficiently summit tax returns to IRS.
  • Registered with CTEC and PTIN with the IRS.
  • Completed IRS continuing education courses for tax professionals and received valid 2017 PTIN.
  • Certified in current tax law/code and received a PTIN (Preparer Tax Identification Number) from the IRS.
  • Prepared tax returns and entered customer data to include W-2 data from employers for proper transmission to the IRS.
  • Obtained and maintained a PTIN and any other professional licensing requirements from the IRS and the state.
  • Conferred and assisted CPA departmentally.
  • Determined authorized tax deductions in accordance to IRS and Indiana Department of Revenue and recorded them accurately.
  • Completed all tax law courses and tests to obtain my PTIN from the IRS.
  • Completed all necessary training and obtained PTIN from IRS.

5. Highlight tax professional certifications on your resume

Specific tax professional certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your tax professional resume:

  • Tax Certification
  • Accredited Tax Preparer (ATP)
  • International Accredited Business Accountant (IABA)
  • Certified Professional - Human Resource (IPMA-CP)
  • Certified Professional, Life and Health Insurance Program (CPLHI)
  • Oracle Enterprise Taxation Management 2 Essentials
  • Certified Coding Specialist (CCS)
  • Certified Sales Professional (CSP)
  • Certified Customer Service Representative (CCSR)

6. Finally, add an tax professional resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your tax professional resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common tax professional resume skills

  • Strong Customer Service
  • Customer Service
  • Individual Tax Returns
  • Taxable Income
  • State Tax Returns
  • Income Tax Returns
  • Audit Support
  • Business Growth
  • Client Retention
  • Tax Planning
  • Tax Software
  • Tax Services
  • Schedule Appointments
  • Tax Returns
  • State Income Taxes
  • Income Tax Preparation
  • Tax Knowledge
  • Financial Statements
  • Business Tax Returns
  • Detect Errors
  • Local Codes
  • Partnership Tax
  • Customer Complaints
  • Tax Expertise
  • Deductible Expenses
  • Credit Card Payments
  • Tax Regulations
  • Optimal Tax
  • Bank Deposits
  • Revenue Service
  • Federal Tax Returns
  • Clients Taxes
  • Client Confidentiality
  • Tax Law Handbooks
  • Tax Return Forms
  • Tax Interviews
  • Tax Liabilities

Tax Professional Jobs

Links to help optimize your tax professional resume.

  • How To Write A Resume
  • List Of Skills For Your Resume
  • How To Write A Resume Summary Statement
  • Action Words For Your Resume
  • How To List References On Your Resume

Updated April 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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Tax Professional Resume Examples

Writing a great tax professional resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

Create your resume Select from 7 professional resume templates

If you're looking for inspiration when it comes to drafting your own tax professional resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the tax professional job you're after.

Tax Professional Resume Example

or download as PDF

Essential Components of a Tax Professional's Resume

A compelling Tax Professional resume is a critical tool for showcasing your expertise, experience, and qualifications to prospective employers. As your initial point of contact with hiring managers, it's essential to highlight the attributes that set you apart from the competition. A meticulously crafted Tax Professional resume should include sections such as contact information, a professional summary or objective, work experience, skills and competencies, education and certifications, achievements and awards, and references. Each section must be carefully constructed to reflect your proficiency in tax matters. Below, we delve into the specifics of each resume segment, their importance, what to include, and tips for making them stand out.

1. Contact Information

Contact information is crucial on a Tax Professional's resume. It's the means by which potential employers can reach out for job opportunities or discussions. Ensure it's accurate, up-to-date, and prominently placed on your resume.

How to List Contact Information for a Tax Professional Resume

Include your full name, address, phone number, and a professional email address. Your email should ideally consist of your first and last names. Refrain from using informal or whimsical email addresses, as they can detract from your professionalism.

If you have a LinkedIn profile or other professional online presence, include those links as well. They can provide a more comprehensive picture of your capabilities and achievements that may not be captured on your resume.

  • Phone Number
  • Email Address
  • LinkedIn Profile (optional)

Before submitting your resume, verify that all contact details are correct to avoid missed opportunities due to unreachable contact information.

Keep this section straightforward and uncluttered to ensure that hiring managers can easily find your contact details.

2. Professional Summary or Objective

The " Professional Summary or Objective " is a pivotal element of a Tax Professional's resume. It's your chance to articulate your career aspirations and highlight your key skills, experiences, and achievements in tax services. Tailor this section to the specific role you're applying for, keeping it concise and focused.

An effective professional summary or objective sets the tone for your resume, offering employers a snapshot of your professional identity. It should underscore your expertise in areas such as:

  • Tax planning and compliance
  • Financial analysis
  • Knowledge of federal and state tax laws

For seasoned tax professionals, a summary might read: " Certified Public Accountant (CPA) with over a decade of experience in providing comprehensive taxation services across various sectors. Proven proficiency in strategic tax planning, intricate return preparation, and navigating IRS audits. "

For those new to the field or transitioning into tax services, an objective statement could be: " Detail-oriented finance graduate eager to apply academic tax knowledge as a Tax Associate. Solid grasp of federal income tax regulations complemented by strong analytical and problem-solving abilities. "

This section should not only showcase your value to the company but also align with the employer's ideal candidate profile. Thoroughly research each job description before crafting your professional summary or objective.

Related : Top Tax Professional Resume Objective Examples

3. Skills and Competencies

The "Skills and Competencies" section is a cornerstone of a Tax Professional's resume, highlighting the unique abilities that qualify you for the role. Consider featuring the following key skills and competencies:

  • Technical Tax Knowledge: Profound understanding of tax codes at federal, state, and local levels, including income, corporate, sales, and property taxes.
  • Analytical Skills: Ability to interpret financial data and complex tax legislation, identifying potential tax savings or liabilities.
  • Attention to Detail: Precision in handling numerical data and ensuring accurate tax return filings.
  • Software Proficiency: Familiarity with tax and accounting software such as QuickBooks, TurboTax, and Microsoft Excel is essential for efficient data management.
  • Communication Skills: Clarity in conveying complex tax information to clients and colleagues with varying levels of tax knowledge.
  • Problem-Solving Skills: Aptitude for identifying and resolving discrepancies in financial documents swiftly.
  • Organizational Skills: Ability to manage multiple client files and adhere to strict deadlines.
  • Ethics & Discretion: Commitment to maintaining confidentiality and upholding ethical standards when handling sensitive financial information.
  • Continual Learning: Dedication to staying abreast of evolving tax laws and regulations.
  • Client Service Orientation: Providing exceptional service by understanding client needs and offering tailored solutions.

Illustrate these skills with examples from your previous roles to demonstrate their practical application.

Related : Tax Professional Skills: Definition and Examples

4. Work Experience

The "Work Experience" section is a vital component of your tax professional resume , allowing you to showcase your practical expertise and achievements in the field. It provides tangible evidence to potential employers of your ability to apply theoretical knowledge in real-world scenarios.

Detail your job history by including specific responsibilities and accomplishments, rather than just listing job titles and durations. For example, instead of stating "Prepared tax returns," elaborate with "Managed over 200 individual and corporate tax returns annually, aiming to minimize tax liabilities."

Highlight your experience with tax software, participation in audits, and assistance with IRS issues. Emphasize any roles that required you to stay updated with new tax legislation, demonstrating adaptability and initiative.

Utilize keywords from the job posting in your work history to align with Applicant Tracking Systems (ATS) used by many employers.

  • Include related experiences that showcase transferable skills such as financial analysis, customer service, or compliance, even if they are not directly tax-related. These can provide a broader perspective on your professional capabilities.

The work history section should not only affirm your tax expertise but also highlight your ability to deliver results, adapt to changes, and add value across various roles.

5. Education and Certifications

The "Education and Certifications" section is crucial on a tax professional's resume, as it displays your academic background and specialized knowledge. This section should be detailed, transparent, and well-structured to capture the hiring manager's interest.

List your educational qualifications, starting with the highest degree obtained, and include the institution's name, location, graduation year, and degree title. Highlight any relevant certifications, such as Certified Public Accountant (CPA), Enrolled Agent (EA), Certified Financial Planner (CFP), or Certified Tax Coach (CTC).

Mention any ongoing certification courses under an 'In progress' subheading to demonstrate your commitment to professional development. Also, include any workshops or training sessions related to tax laws, principles, and software applications for tax preparation.

Employers seek candidates who not only meet job requirements but also show a dedication to continuous learning and staying current with tax regulations. Ensure your education and certifications section effectively reflects these attributes.

Related : Tax Professional Certifications

6. Achievements and Awards

The "Achievements and Awards" section distinguishes your resume by spotlighting your exceptional contributions to the field. It allows potential employers to recognize your value beyond standard job responsibilities.

Be specific when detailing awards and honors, including the name of the accolade, the awarding body, and the date received. If applicable, provide context for the recognition. For instance, if you received the 'Top Tax Consultant of the Year' award, explain the innovative tax strategies or exceptional customer service that led to this honor.

Also, describe successful projects or initiatives you've spearheaded or contributed to, such as implementing a new software system that increased tax processing efficiency.

Remember, achievements encompass significant contributions and improvements made in your roles, such as consistently meeting or exceeding targets, identifying and rectifying costly errors, or delivering high-quality work under pressure.

  • Meeting or exceeding targets
  • Identifying and rectifying costly errors
  • Delivering high-quality work under tight deadlines

Including these achievements and awards on your resume demonstrates your potential as a Tax Professional and how your expertise could benefit a prospective employer.

7. References

References are a significant aspect of a tax professional's resume, providing potential employers with the opportunity to verify your skills, qualifications, and work ethic. They serve as endorsements of your capabilities and commitment from those who have directly collaborated with you.

In the tax service industry, where trustworthiness and reliability are paramount, robust references can significantly enhance your job prospects. These references may include former supervisors, colleagues, or clients who can vouch for your tax expertise.

When listing references, include their full names, titles, company names, contact information, and a brief description of your relationship (e.g., "Former supervisor at XYZ Company").

Always obtain consent from individuals before listing them as references. This demonstrates respect for their privacy and allows them to prepare for potential inquiries from employers.

While strong references can reinforce your reputation, they should complement the evidence of your skills and experiences detailed in other resume sections, such as education, certifications, and work history.

  • Certifications
  • Work History

If preferred by recruiters, you may opt to include a statement like "References available upon request" at the end of your resume, indicating that you have professional contacts ready to provide positive feedback on your work as a tax professional.

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Tax Professional Resume Example

Land your dream job & learn creative tricks to use in your next resume with this customizable Tax Professional resume example. Use this resume sample free of charge or modify it in any way using our job-landing resume builder.

Milan Šaržík — Certified Professional Résumé Writer

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Create the perfect resume for a role in tax services

Tax Professional Resume Example (Full Text Version)

Martin cortes.

Results-driven and dedicated Tax Professional skilled at preparing and filing tax documents, processing tax returns, and providing advice and recommendations to clients. Chartered Tax Professional with an Economics & Finance degree from a well-known university and great analytical skills. The Employee of the Month Award winner possessing excellenct multitasking skills and extraordinary time management abilities.

Work experience

  • Prepared and filed tax documents and forms, ensuring the accuracy of all data; provided tax information and financial advice to clients.
  • Stayed up-to-date with current laws and regulations, identified and calculated tax credits, and processed tax returns for multiple companies.
  • Managed and maintained confidential documents and records and collaborated with colleagues to reduce tax liabilities.
  • Communicated with clients via phone or email, resolved any tax issues, and pro-actively participated in weekly team meetings with Finance managers.
  • Awarded Employee of the Month twice for performing great work.

GPA : 4.0 (Top 2% of the Program)

Clubs and Societies : Business Club, Entrepreneurship Society, FinTech Society

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2012 Best Graduate Award winner

Activities : Basketball Club, Film Society, Fitness Club

Volunteering

Certificates.

Milan Šaržík — Certified Professional Résumé Writer

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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Tax Professional Resume Sample

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Work Experience

  • Drive individual and/or team tasks to successful conclusion
  • Advanced technology skills including tax software administration, Excel, database, Oracle and SAP
  • Directs preparation & filing of sales & use tax and personal property tax returns. Reviews more complex returns
  • Independently researches taxability inquiries and supports internal partners as required
  • Responsible for related tax accounting and reconciliation of underlying liability accounts
  • Manages Vertex O Series and related systems
  • Manages/participates in testing around Ariba implementation / Vertex reimplementation
  • Manages audits and acts as main point of contact with tax authorities
  • Responsible for providing on time communication and advice to the BUs regarding direct and indirect taxes. Advice on current and new businesses. Be aware of changes in the regulations. Analysis of the impact of those changes
  • Revision and filing of tax returns. Monitor the implementation of changes in the regulation in transactional systems
  • Control of the evolution of tax credits. Constant evaluation of strategies to reduce it
  • Monitoring the evolution of local IRS criteria on Challenged farmers. Also provide evidence on challenged farmers and support external law firms
  • Give support during external audits and analyze the information to be provided as necessary. Prepare and review documentation required for administrative and judicial claims
  • Monitoring and revision of ONCCA’s presentations made by CBS
  • Revision, support and training CBS’s people to prepare the information for tax returns. Evaluate the controls set in the grain purchase processes. Suggestion for improvements. Yearly audit of these processes
  • Responsible for identifying new contingencies and updating the evolution of the existing ones already detected and included in SCH 815. Evaluation of any new facts regarding current reserves or potential new ones
  • Utilizes independent judgment and discretion
  • Develops strong working relationships with team members and matrix partners
  • Acts as a resource on special projects for indirect tax area
  • Manages people (1 direct report and 3 shared indirect reports)
  • Provides input relative to structure, content and taxability of specific contracts
  • Provides input relative to process improvement
  • Provides input relative to enhancement of Taxonomy and Ariba/Vertex inter-face

Professional Skills

  • Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
  • Excellent time management, communication (verbal and written), decision-making, presentation, interpersonal and organizational skills
  • Demonstrated leadership skills and ability to work well with a team
  • Strong analytical communication and time management skills; proficient with Microsoft Excel, Word, PowerPoint, and online tax research tools
  • Expatriate Accounting Experience with International Expatriate Tax Experience
  • Proficient computer/technology skills, especially Excel
  • Demonstrated proficiency in Microsoft Office programs including Outlook, Word, and a strong emphasis on Excel

How to write Tax Professional Resume

Tax Professional role is responsible for software, tax, research, microsoft, security, finance, credit, training, integration, compensation. To write great resume for tax professional job, your resume must include:

  • Your contact information
  • Work experience
  • Skill listing

Contact Information For Tax Professional Resume

The section contact information is important in your tax professional resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Telephone number

Work Experience in Your Tax Professional Resume

The section work experience is an essential part of your tax professional resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous tax professional responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax professional position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Tax Professional resume experience can include:

  • Good communication skills.​
  • Advanced excel/data skills
  • Experience preparing and reviewing federal and state tax forms
  • Experience in calculating complex book to tax adjustments for federal and state jurisdictions and reviewing basic adjustments
  • Experience in proving complex cumulative book to tax adjustments in accordance with ASC 740 and reviewing basic proofs
  • Experience in calculating and reviewing quarterly provision and forecast calculations

Education on a Tax Professional Resume

Make sure to make education a priority on your tax professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax professional experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Tax Professional Resume

When listing skills on your tax professional resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical tax professional skills:

  • Interact effectively with all levels of personnel across a global workforce
  • Assist with the development and execution of overall tax audit strategy to effectively manage risk
  • Solid experience in Consultancy
  • Reviewing customer exemption documentation for validity
  • Calculation Dual Consolidated Loss exposure and monitoring triggering events. Preparing, completing and filing appropriate elections and rebuttal statements
  • Federal or state tax compliance and/or financial reporting experience in a public accounting firm or industry

List of Typical Experience For a Tax Professional Resume

Experience for senior tax professional resume.

  • Knowledge of information reporting and withholding rules
  • Participate in Tax initiatives impacting the technology or data related to our tax compliance and accounting process
  • Provision of support with Revenue PAYE audits, to include interrogation of data and negotiating with Revenue
  • Assist on Tax Planning projects
  • Work with the IBM Global tax teams on the review and structuring of customer contracts
  • Research and analyse legislation related to permanent establishment, withholding taxes, foreign affiliates etc
  • Modify as needed then distribute tax packs for collection of all information necessary for filing of US federal and state income/franchise tax returns

Experience For Experienced Tax Professional Resume

  • Analyze federal tax law and US GAAP accounting
  • Familiarity with retirement account tax reporting
  • Setup and maintenance of tax software in support of tax compliance and accounting operations
  • Issue resolution and Driving Projects/Tasks to Closure
  • Complete Non-trade remittance- contract registerastion, tax certificate issuing etc
  • Preparation of Corporate Income Tax Returns, review of the Returns with the Country Tax Managers and support with filing of the Returns
  • Analyze US GAAP accounting and tax laws

Experience For Expatriate Tax Professional Resume

  • Make outbound verification calls to our existing client base (after sales enrolls them)
  • Working in an office environment
  • Work with clients to develop an understanding of their current tax debt situation
  • Amend client returns to reduce or eliminate IRS underlying bill as necessary
  • Give advice and support to HR on employees profits regulations (4th Category)
  • Give support in the development of special projects such as Falcon, IT developments, etc

Experience For Sales & Use Tax Professional Resume

  • Review and reconcile tax on CTA to the firm’s books and records
  • Manage compliance related issues and tax planning analysis for Morgan Stanley’s foreign subsidiaries and their hybrid subsidiaries in various jurisdictions
  • Preparation and review of federal and state income tax returns, preparation and review of income tax provision and analytics for multiple legal entities across different businesses
  • Compilation of quarterly and annual federal and state income tax provision data for financial statement reporting
  • Preparation and review of quarterly federal and state deferred tax balances for regulatory reporting purposes
  • Preparation and review of separate company tax income tax provision and footnote
  • Liaise with external auditors with respect to tax provision analyses and disclosures for separate company filings
  • Review of IBM purchase transactions,
  • Research and action vendor requests for tax payment or exemption documentation

Experience For International Tax Professional Resume

  • Analysis of purchase activity to determine trends and potential tax savings
  • Coordinate Sarbanes-Oxley internal control documentation requirements
  • Manage compliance related issues and tax planning analysis for a portion of Morgan Stanley’s foreign subsidiaries and their hybrid subsidiaries in various non-US jurisdictions
  • Review and prepare Form 5471’s, 8865’s, 8858’s and any other Form or statement required on the US Tax Return in relation to non-US subsidiaries and activities
  • Comply with Sarbanes-Oxley requirements

Experience For Domestic Tax Professional Resume

  • Preparation and review of Federal and state tax return compliance for BofA Merrill Lynch Asset Holdings, Inc. and various other mortgage-related entities
  • Review US GAAP to Statutory adjustments
  • Pro-actively seek to improve the current process to ensure that the best support is delivered
  • Verbal and written communication with the Canada Revenue Agency as well as other Government Agencies on various matters
  • Lead various international Canada Revenue Agency tax audits
  • Review of various internal corporate tax reports

Experience For Indirect Tax Professional Resume

  • CorpTax, SAP, MS Office suite
  • Preparation of federal book/tax difference adjustments for GBAM and GWIM entities, quarterly and annually, including the proof of cumulative book/tax differences by legal entity
  • Quarterly forecasting foreign source income and foreign tax credits
  • Preparation of federal and state tax returns and quarterly state estimated tax payments
  • The preparation and completion of Form 1118
  • Calculation and maintenance of the APB23 footnote disclosure

Experience For Direct Tax Professional for Global Financing Resume

  • The identification, documentation and implementation of key U.S. processes and improvements
  • Calculation of state tax modifications related to international operations
  • Researching and writing technical memorandum on any area pertaining to Subpart F income, Foreign Tax Credits, Section 78 Gross-Up, 905(c) adjustments, Overall Domestic Losses/Overall Foreign Losses(ODL/OFL)
  • Develop and maintain a relationship with the client and proactively work with the client’s management to gather necessary information, as well as actively look for additional business development opportunities
  • Provide annual Form 5500 updates at Whitley Penn’s Annual Employee Benefit Conference in all markets
  • Liaison with our Finance Technology partners or software vendors focused on system stability and improvements
  • Highly Driven, takes Ownership and Initiative
  • Usage/familiarity with Tax Technologies such as Corptax/OneSource/Longview

Experience For Preseason Tax Professional Resume

  • Apply tax incentives from tax bureau
  • Maintain the relationship with in charged tax authorities
  • Other work related to tax bureau, such as tax invoice purchase etc
  • Corporate Income Tax Return requirements analysis
  • Calculation of Corporate Income Tax payments and prepayments
  • Collect and scan documents into client’s case file
  • Work with tax preparers in the field to complete delinquent returns
  • Research and develop strategies to defend the taxpayer’s position
  • Ensure security from any collection enforcement to prevent levies

Experience For Payroll Tax Professional Resume

  • Conduct financial analysis of taxpayer’s income, expenses, and assets
  • Interact with clients, resolution managers, and other departments
  • Proficient and comfortable with computers and new software (ability to learn intuitive tax debt resolution software)
  • Research and analyze IBM purchase transactions for sales/use tax compliance as well as identify potential tax savings
  • Manage the client relationship throughout the tax debt resolution process

List of Typical Skills For a Tax Professional Resume

Skills for senior tax professional resume.

  • Experience preparing federal book/tax difference adjustments including ASC740 balance sheet proofs
  • Experience with International Tax Compliance or Accounting
  • This role requires strong communication, exposure to international tax and transfer pricing
  • Experience in ASC 740 Accounting for Income Taxes
  • Experience of dealing with Revenue PAYE audits would be advantageous
  • At least two (2) years of professional work experience in payroll, accounts payable, or accounting fields
  • State and local tax compliance and provision experience, preferably in a large corporate environment or a large accounting firm

Skills For Experienced Tax Professional Resume

  • Experience in reviewing federal and state tax forms
  • Tax experience including
  • CPA and at least 4 years of RECENT public accounting experience
  • Experience in transfer pricing
  • Experience working in Tax Department

Skills For Expatriate Tax Professional Resume

  • Finance/tax related working experience in MNC
  • Preparation of the BAC consolidated state return filing for North Carolina
  • Tax experience in public accounting and related industry
  • Preparation of UCC consolidated state returns – including IL & NY/NYC
  • Public accounting firm or industry experience

Skills For Sales & Use Tax Professional Resume

  • Experience in reconciling cumulative book to tax adjustments in accordance with ASC 740
  • Property tax experience in multi-state environment
  • Experience with Corptax compliance and provision software
  • Relevant tax experience
  • CorpTax compliance software experience
  • Experience in ASC 740, Income Taxes

Skills For International Tax Professional Resume

  • Previous experience in a Big 4
  • Experience in the financial field and/or in the grain industry
  • Tax Controversy Experience
  • Tax controversy experience
  • Oracle, SAP/eLedger Experience
  • Tax experience
  • Active participation in preparation of Federal consolidated forms and schedules

Skills For Domestic Tax Professional Resume

  • Extensive experience with MS Excel
  • Experience in working with tax authorities
  • Experience with state tax issues
  • Strong Excel, Access, Data Manipulation
  • Prioritize case load and assignments
  • Providing technical tax support for information reporting, tax withholding and compensation, and

Skills For Indirect Tax Professional Resume

  • Resolving disputes with tax authorities resulting from examinations of federal, state income tax returns and local sales and use tax returns
  • Advising clients on the appropriate tax treatment of employee benefits and expenses to ensure compliance and manage risk while still incentivising employees
  • Preparing Sales/Use Tax Reconciliations and filing tax returns
  • Submitting system changes to ensure compliance with state/local tax laws
  • Resolving customer issues related to sales tax charged/ tax exemption documentation provided for review

Skills For Direct Tax Professional for Global Financing Resume

  • Advising clients on tax efficient compensation
  • Responding to audits and inquiries from governmental bodies in a manner that minimizes tax liabilities
  • Filing all corporate income tax returns across multiple jurisdictions,
  • Ensure the confidentiality of each client by following all company procedures regarding information handling
  • Grow the business by promoting our services and expanding our client base
  • Critical thinking, problem solving, and determination
  • Assist in reviewing and documenting transactions, and prepare audit support files
  • This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation to TurboTax Customers
  • Management and enhancement of international tax provision data gathering and reporting process

Skills For Preseason Tax Professional Resume

  • Other internal reporting (e.g. special measurements for Global Financing)
  • Participate in activities and projects with others within the business unit and corporate tax, including tax planning
  • Provide first level support to our Legal Entity Tax and Tax Accounting teams related to tax compliance/accounting processes and systems
  • Work with finance partners and tax planning to understand transactions, the tax treatment and required reporting on the federal and state flings
  • Take incoming calls from clients to answer tax questions and set up tax preparation appointments
  • Attend to the needs of clients to inspire them to refer the service and come back the following year
  • Assist with Bookkeeping and write-up work when needed
  • Prepare and/or review responses to audit inquiries including Information Document Requests and Notices of Proposed Adjustments
  • Work with global tax strategy and tax compliance colleagues as well as service providers in resolving complex tax positions

Skills For Payroll Tax Professional Resume

  • Supports month-end close, including review of monthly journal entries and account reconciliations
  • Mentors staff within the accounting department
  • Exposure to Quarterly Controls testing (SOX) for WW Business Controls
  • Ensure timely and accurate filing of tax returns
  • Coordination and communication of income tax accounting matters with members of department’s tax compliance teams
  • Preparation and analysis of fixed assets and mortgage servicing rights tax adjustments that represent a material component of the current and deferred taxes
  • Liaise with tax and business units controllers on items affecting the Firm’s foreign tax credit analysis
  • Analysis of income tax accounting impact of transactions
  • Income Tax Liability reporting

List of Typical Responsibilities For a Tax Professional Resume

Responsibilities for senior tax professional resume.

  • Relevant experience performing sales & use tax compliance
  • International tax experience
  • Manage multiple deliverables during the same time frame
  • Complete individual tax returns as necessary for clients
  • Work with IRS to help stop levy action and suspend and prevent collection and lien activity Conduct financial analysis of taxpayer’s income, expenses, and assets
  • Assemble documents to be presented to government agencies
  • If properly credentialed, represent clients to the IRS
  • Provide feedback to management on how to improve core processes and tools

Responsibilities For Experienced Tax Professional Resume

  • Preparation and review of book-tax differences and state modifications
  • Preparation and review of cumulative temporary differences in accordance with ASC740
  • Preparation and review of estimated tax payments
  • Preparation and review of federal proforma tax returns
  • Preparation and review of separate and UCC state tax returns
  • Execute filings and projects in organized and efficient manner
  • Grow and supervise staff over time
  • Hands-on experience in (i) US international income tax compliance, (ii) income tax accounting and/or (iii) corporate accounting in a public accounting firm or corporate environment

Responsibilities For Expatriate Tax Professional Resume

  • Strong proficiency in MS Excel (i.e. V-look ups, Pivot Tables, Macro’s) and MS Access experience
  • An ability to foster an efficient, innovative and team - oriented environment
  • Display integrity within a professional environment
  • Exceptional written and oral communication skills including the demonstrated ability to communicate effectively with a broad diversity of native and non-native English speakers
  • Seven/ten years of experience in the Tax Area
  • Knowledge of the grain regulatory regime
  • Knowledge on employees profits regulations (4th Category)
  • Postgraduate studies in tax or related fields

Responsibilities For Sales & Use Tax Professional Resume

  • Prepares, reconciles, and analyzes: internal and external tax reporting at all levels of the organization on actuals, forecasts, and prior fiscal year; the Company's state and federal income tax provision, including deferred taxes; sales taxes; property taxes, both real and personal; and payroll taxes
  • Prepares and submits Industrial Facility Tax Applications
  • Reviews and reconciles monthly inter-company activity and associated variance resolution
  • Develops and implements tax savings strategies
  • Prepares ad hoc financial reports
  • Leading the corporation tax compliance team with its corporation tax compliance – including the calculations for the disclosures in the accounts, preparing internal reports for the US tax department, preparing and submitting the UK corporation tax returns and dealing with HMRC enquiries into these returns
  • Managing the more complex tax matters including potential CFC reviews, RDEC claims and the more complicated interactions with HMRC including transfer pricing aspects such as Advance Pricing Agreements and Advance Thin Capitalisation Agreements
  • Supervising the corporation tax requirements of acquisitions made by IBM for corporation tax, including the occasional tax due diligence prior to the acquisition and the integration of the UK companies into the IBM tax process

Responsibilities For International Tax Professional Resume

  • Assisting the businesses with developing and implementing business strategies in a tax efficient manner, reporting and disclosure of tax expense and liabilities in accordance with GAAP, SEC and other regulatory requirements,
  • Help customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations
  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy and audio/video tools
  • Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer using everyday language
  • Experience with OpenText Content Server version 10.x or later and the following modules: WebReports, LiveReports, Forms, and Advanced Workflows
  • Corptax software experience, especially Corptax AGP
  • Income and franchise tax experience
  • Experience with Microsoft Office, Word, Excel
  • Corporate Tax reporting

Responsibilities For Domestic Tax Professional Resume

  • Cash Tax reporting
  • Apply defined practices, procedures and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
  • Provide tax compliance services to individuals, partnerships, S corporations and corporations in a variety of industries
  • Front-end expertise with proven knowledge and experience building web-based solutions using HTML5, CSS3, JavaScript, Jquery, Bootstrap, SQL and related technologies
  • Able to independently document and test a system design against requirements
  • Research and analyze relevant tax law and regulations
  • 1 Based on annual revenues for sales of tax preparation products and services

Responsibilities For Indirect Tax Professional Resume

  • 2 Enrollment in, or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment
  • 1 Based on annual revenues for sales of tax preparation products and services. #ZR
  • Advise clients in the tax preparation process and prepare and file tax documents
  • Assist with preparation and review of Canadian income tax returns and coordinate with review by outside consultant as needed
  • Review Canadian GST/HST/PST tax filings as needed after preparation by Tax Staff Accountant

Responsibilities For Direct Tax Professional for Global Financing Resume

  • Familiar with the China tax law /SAFE policy
  • "Dottore Commercialista" certification
  • Certifications/Licenses: CPA Licensed
  • Proficient word processor
  • Expertise in Big4 Firm
  • TOEFL or TOEIC certificate (550/800 POINTS)
  • Paid Time Off + Paid Holidays

Responsibilities For Preseason Tax Professional Resume

  • Celebrations and snack days
  • Quick learner and result-oriented
  • Fluent English, additional languages are an advantage
  • Expertise in local and international tax legislation
  • Intermediate ability in the Microsoft Office

Responsibilities For Payroll Tax Professional Resume

  • Proficiency in CorpTax, MS Excel, Access, Word, Power Point and Outlook
  • BI tools such as Tableau or Microstrategy
  • Interact with professionals at all levels
  • Corptax USC, MS Office 2013, Oracle SQL, Tableau, MicroStrategy, SAP
  • 401k + match

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Crafting the Perfect Resume for Tax Professionals: A Comprehensive Guide

Introduction:.

For tax professionals, a well-crafted resume is essential for several key reasons. It serves as the primary medium through which one’s qualifications, experience, and expertise in the field of taxation are communicated to potential employers or clients. Given the complex and ever-evolving nature of tax laws and regulations, tax professionals must showcase their ability to stay informed and apply this knowledge effectively. A meticulously prepared resume highlights critical skills such as analytical thinking, attention to detail, and proficiency with tax preparation software, which are indispensable in this field.

In essence, a well-crafted resume acts as a strategic tool for tax professionals, enabling them to highlight their strengths, distinguish themselves in a competitive job market, and secure opportunities that align with their career aspirations and expertise in taxation.

The blog post aims to offer tax professionals actionable tips and insights on crafting standout resumes, highlighting skills, achievements, and qualifications to make a strong impression in the competitive tax industry.

Section 1: Understanding the Role of a Tax Professional

Tax professionals play a critical role in finance and accounting, offering expertise in tax law, compliance, and strategy. Their duties, responsibilities, and essential skills encompass a broad range of activities tailored to ensuring individuals and organizations adhere to tax regulations while optimizing their financial strategies. Here’s an overview:

Duties and Responsibilities:

  • Tax Preparation and Filing: Prepare and file federal, state, and local tax returns for individuals, businesses, and other entities, ensuring accuracy and compliance with laws.
  • Tax Planning and Advice: Offer strategic planning to minimize tax liabilities and advise on tax implications of various business decisions.
  • Compliance and Reporting: Ensure compliance with tax laws and regulations, keeping abreast of changes in tax legislation.
  • Audit Assistance: Provide support during tax audits, including preparing documentation and representing clients before tax authorities.
  • Financial Analysis: Analyze financial documents and records to ensure correct tax reporting and identify opportunities for tax savings.

Essential Skills:

  • Knowledge of Tax Laws and Regulations: Profound understanding of federal, state, and local tax codes, regulations, and guidelines.
  • Analytical Skills: Ability to analyze complex financial documents and tax forms to ensure accuracy and compliance.
  • Attention to Detail: Precision in calculating tax obligations and identifying potential deductions or credits.
  • Problem-Solving Skills: Skill in resolving discrepancies in tax documents and finding solutions to reduce tax liabilities within legal boundaries.
  • Communication Skills: Effective communication abilities to explain tax concepts and strategies to clients or stakeholders in an understandable manner.
  • Technological Proficiency: Familiarity with tax preparation software and financial databases to streamline the tax preparation process.
  • Ethical Judgment: Integrity in handling confidential financial information and making decisions that comply with tax laws.

Showcasing relevant expertise in a resume is pivotal for standing out in a competitive job market, particularly for tax professionals. It signals to potential employers your deep understanding and practical application of tax codes, regulations, and compliance, aligning closely with the specific demands of the role. Highlighting such expertise demonstrates your ability to contribute value from day one, builds credibility, and ensures your resume resonates with the targeted employer’s needs.

Furthermore, it enhances your visibility in applicant tracking systems through strategic keyword inclusion, significantly boosting your chances of selection for interviews and advancing your professional growth within the tax industry.

Section 2: Key Components of a Tax Professional’s Resume

A. contact information.

Presenting contact information professionally on a resume is a fundamental step in ensuring a positive first impression with potential employers.Here are some tips to ensure your contact information is presented professionally:

  • Include Essential Details: At a minimum, your contact information should include your full name, phone number, and a professional email address. Consider also adding a LinkedIn profile or professional website, if relevant.
  • Use a Professional Email Address: Your email should convey professionalism. Preferably, use a combination of your first and last names. Avoid nicknames or numbers that might make the email seem casual or unprofessional (e.g., avoid addresses like [email protected] ).
  • Positioning: Place your contact information at the top of your resume, making it easy for employers to find. It should be one of the first things they see, but it shouldn’t dominate the space.
  • Formatting Consistency: Ensure the font and size of your contact information match the rest of your resume. Consistency in formatting contributes to the overall professionalism of your document.
  • Update and Verify: Double-check your contact details to ensure they are current and accurate. Misspellings or wrong numbers can lead to missed opportunities.
  • LinkedIn and Professional Websites: If including a LinkedIn profile or professional website, ensure the content is up-to-date and mirrors the professionalism of your resume. These platforms offer additional space to showcase your skills, endorsements, and professional accomplishments.
  • Privacy Considerations: Only include addresses and contact information you are comfortable sharing publicly. For instance, it’s common to omit your street address to maintain privacy.
  • Use Hyperlinks: For electronic resumes, consider using hyperlinks for your email, LinkedIn profile, or professional website, making it easier for employers to reach out with a single click.
  • Social Media Clean-up: If you include links to professional social media profiles, ensure the content is appropriate and reflects positively on you as a professional.

By following these tips, you’ll ensure your contact information is not only professionally presented but also positions you as a credible and serious candidate in the eyes of potential employers.

B. Professional Summary or Objective

A professional summary is best suited for experienced tax professionals. It focuses on your achievements, skills, and experience.

  • Start Strong: Begin with a strong adjective to describe yourself (e.g., “Dedicated,” “Experienced,” “Innovative”) followed by your professional title.
  • Highlight Your Expertise: Mention your area of expertise within tax profession (e.g., tax compliance, corporate tax strategy, international tax).
  • Quantify Achievements: Whenever possible, include quantifiable achievements (e.g., “Reduced tax liabilities by 20% through strategic deductions”).
  • Mention Key Skills: Briefly highlight your key skills that are most relevant to the position you are applying for.
  • Tailor It: Customize your summary to reflect the requirements of the job you’re applying for, using keywords from the job description.

Example: “Detail-oriented Tax Professional with over 10 years of experience in corporate tax strategy and compliance. Proven track record of identifying tax savings opportunities, reducing liabilities by up to 30%, and ensuring adherence to regulatory requirements. Expert in tax software and analytical tools, with a strong background in tax law and regulations.”

For a Career Objective:

A career objective is more suitable for entry-level candidates or those changing careers. It focuses on your career goals and how you can contribute to the company.

  • State Your Career Goals: Clearly articulate your career aspirations and how they align with the position and the company’s goals.
  • Focus on What You Can Offer: Instead of focusing solely on what you hope to gain, highlight how your skills, attributes, and studies make you a valuable candidate.
  • Include Relevant Skills and Qualifications: Mention any relevant skills, certifications, or education that make you suitable for the job, especially if you lack direct experience.
  • Keep It Short and Direct: A career objective should be concise, typically no more than two sentences.

Example: “Recent graduate with a Master’s in Taxation and certification as an Enrolled Agent, seeking to leverage academic background and internship experience in IRS tax compliance to contribute to the success of XYZ Tax Services. Eager to apply analytical skills and up-to-date knowledge of tax legislation to assist clients with strategic tax planning.”

A well-crafted professional summary or career objective sets the tone for your resume, enticing the employer to read further and learn more about your qualifications and potential fit for their organization.

C. Work Experience

When listing relevant experience on your resume for a tax professional position, it’s essential to focus on accomplishments and specific tax-related skills to demonstrate your value to potential employers effectively. Here are some strategies to consider:

Use Action Verbs: Begin each bullet point with a strong action verb to describe your accomplishments and responsibilities. This makes your resume more dynamic and engaging. For example, use verbs like “Managed,” “Analyzed,” “Implemented,” “Optimized,” etc.

Quantify Accomplishments: Whenever possible, quantify your accomplishments to provide concrete evidence of your impact. For instance, mention the number of tax returns prepared, the amount of money saved through tax planning strategies, or the percentage reduction in tax liabilities achieved for clients.

Focus on Tax-Related Achievements: Highlight accomplishments that directly relate to tax work, such as successful audits, tax planning initiatives, or resolving complex tax issues. Emphasize your ability to interpret and apply tax laws, regulations, and rulings effectively.

Highlight Technical Skills: List specific tax-related skills and software proficiencies that are relevant to the job you’re applying for. This could include expertise in tax preparation software (e.g., TurboTax, ProSeries), knowledge of accounting principles, familiarity with IRS regulations, and experience with tax research tools.

Tailor Experience to the Job: Customize your experience section to align with the requirements of the job description. Highlight experiences and accomplishments that demonstrate your ability to meet the employer’s needs and contribute to their success.

Showcase Problem-Solving Abilities: Describe how you have solved tax-related challenges or addressed clients’ concerns in your previous roles. Highlight instances where you identified tax-saving opportunities, resolved discrepancies, or provided strategic tax advice.

Include Relevant Internships and Projects: If you’re a recent graduate or transitioning into a tax-related role, include internships, projects, or volunteer experiences that demonstrate your tax-related skills and accomplishments. Focus on the results you achieved and the impact you made.

Use the CAR Method (Challenge-Action-Result): Structure your bullet points using the CAR method to provide context for your accomplishments. Start by describing the challenge or problem you faced, explain the actions you took to address it, and conclude with the positive results or outcomes achieved.

By focusing on these strategies, you can effectively showcase your tax-related skills and accomplishments, making your resume stand out to potential employers in the field. Remember, the goal is to demonstrate your expertise and value through clear, specific examples and achievements.

D. Education and Certifications

Detailing your educational background, certifications, and continuing education is crucial for tax professionals, as these elements highlight your expertise, commitment to the field, and ongoing professional development. Here’s how to effectively present these aspects on your resume:

Educational Background

  • List Degrees and Institutions: Start with your highest degree first. Include the degree type (e.g., Bachelor of Science in Accounting), the institution’s name, and graduation year. If your GPA is impressive (typically 3.5 or above) and you’re within three years of graduation, consider including it as well.
  • Relevant Coursework: If you’re relatively new to the field or the job is directly related to specific courses, list relevant coursework. Example; Tax Law, Corporate Taxation, or Auditing.

Certifications

  • Highlight Key Certifications: Prominently list certifications that are essential for tax professionals, such as Certified Public Accountant (CPA) or Enrolled Agent (EA).
  • Specializations: If you have certifications in specialized areas of tax (e.g., Certified Financial Planner (CFP) for tax-efficient financial planning), include these to showcase your niche expertise.

Formatting Tips

  • Separate Sections: Create clear, separate sections for Education, Certifications, and Continuing Education to make the information easily accessible to hiring managers.
  • Use Reverse Chronological Order: List your educational and professional development achievements starting with the most recent.
  • Be Concise but Informative: While detail is important, aim to convey the most critical information in a concise manner.

E. Skills Section

To stand out as a tax professional, your resume should emphasize essential tax-related skills. Key areas include tax preparation, showcasing your experience with various types of tax returns and complexities. A thorough knowledge of tax laws is crucial, indicating you stay current with legislative changes and specialize in certain tax domains.

Software proficiency is also vital; list specific tax preparation and accounting software you’re adept at using. Additionally, highlight your analytical skills for solving tax issues, attention to detail for ensuring accuracy, and communication skills for advising clients or collaborating with teams. These skills collectively demonstrate your comprehensive expertise and ability to navigate the complexities of tax-related responsibilities effectively.

F. Additional Sections

Including publications, presentations, and memberships in professional organizations on your resume underscores your expertise and engagement in the tax field. These achievements show your thought leadership, ongoing learning, and professional network, enhancing your credibility. Highlight these elements to reflect your contribution to the industry and commitment to professional growth.

Section 3: Tailoring Your Resume for the Job

Customizing your resume for specific tax professional roles or companies is crucial for several reasons. Tailoring your resume helps demonstrate your alignment with the job requirements and the company’s culture, making you stand out as a highly relevant candidate.

Using keywords from the job description is essential to beat Applicant Tracking Systems (ATS), which many employers use to filter resumes.

ATS scans for specific keywords related to the job posting, such as “tax compliance,” “financial analysis,” or software names like “Intuit QuickBooks.” Incorporating these keywords into your resume increases the likelihood that your application will pass the initial ATS screening and reach human reviewers. Customization shows that you’ve invested time to understand the role and the company, reflecting your genuine interest and initiative. This strategic approach not only highlights your relevant skills and experiences but also enhances your chances of securing an interview in the competitive field of tax professionals.

Section 4: Common Mistakes to Avoid

Resumes for tax professionals, like any other specialized field, can sometimes fall short due to common pitfalls. Being aware of these can help in crafting a resume that effectively showcases your skills and experiences. Here are some frequent pitfalls to avoid:

  • Being Too Generic: Tailoring your resume to the specific tax role and company is crucial. A generic resume may fail to highlight your relevant tax expertise and how it aligns with the job requirements.
  • Overlooking Accomplishments: Focusing solely on job duties instead of accomplishments can make your resume less compelling. Highlight quantifiable achievements, such as tax savings achieved for clients or efficiencies gained through process improvements.
  • Failing to Proofread: Typos, grammatical errors, or incorrect terminology can undermine your professionalism. Careful proofreading is essential to present a polished and professional document.
  • Neglecting Keywords: Not incorporating keywords from the job description can result in your resume being overlooked by Applicant Tracking Systems (ATS) before it even reaches a human reviewer.
  • Ignoring Soft Skills: While technical skills are crucial, failing to mention soft skills like communication, teamwork, and problem-solving can be a missed opportunity to show your full potential.
  • Outdated Information: Including outdated or irrelevant information can distract from your current qualifications. Ensure your resume focuses on recent and relevant experiences and skills.
  • Lack of Specificity: Use specific examples and quantifiable metrics to demonstrate your impact in previous roles.
  • Overcomplicating the Layout: A resume that’s difficult to read due to fancy fonts, excessive jargon, or a complicated layout can detract from your content. Opt for a clean, professional layout that emphasizes clarity.
  • Not Showcasing Continuous Learning: In a field that’s constantly evolving, failing to highlight ongoing education, certifications, or professional development can suggest you’re not keeping up with industry changes.
  • Overemphasis on Education: While your educational background is important, focusing too much on education at the expense of practical experience and achievements can make your resume less effective, especially if you have substantial professional experience.

Avoiding these pitfalls will help ensure your resume effectively communicates your qualifications and readiness for the tax professional role you’re targeting.

Section 5: Advanced Tips for a Standout Resume

To create a compelling resume, start by quantifying achievements to provide clear evidence of your impact, such as tax savings achieved or efficiency improvements.

Use strong action verbs like “optimized,” “negotiated,” and “implemented” to make your roles and accomplishments stand out. Equally, showcase your soft skills—communication, problem-solving, leadership—alongside technical tax expertise to demonstrate a well-rounded profile.

Tailor your resume to each job by including relevant keywords from the job description, ensuring it passes through Applicant Tracking Systems. This balanced approach highlights not only your proficiency in tax matters but also your ability to work effectively within a team and navigate complex challenges.

Section 6: The Importance of a Cover Letter

Crafting a persuasive cover letter involves highlighting your unique qualifications and expressing genuine enthusiasm for the role and company. Start by addressing the letter to a specific person, if possible, to personalize your application. In the opening paragraph, mention the job you’re applying for and how you learned about it, followed by a brief statement of why you’re excited about the opportunity.

In the body of the letter, focus on how your experiences and skills make you an ideal candidate for the position. Use specific examples from your career to demonstrate how you’ve successfully applied your expertise in tax-related roles, making sure to align these examples with the key requirements listed in the job description. Highlight your problem-solving abilities, your commitment to staying updated on tax laws, and how you’ve added value to your previous employers or clients.

Additionally, mention any soft skills that are particularly relevant to the role, such as your ability to communicate complex tax concepts clearly to non-experts or your teamwork and leadership experiences.

Conclude your letter by expressing your eagerness to bring your skills and experiences to the team, and suggest a follow-up action, such as an interview. Thank the reader for considering your application. Remember to keep your cover letter concise, ideally no more than one page, and ensure it complements your resume without repeating it verbatim. Proofreading for grammar and spelling is crucial to present a professional and polished application.

Conclusion:

We’ve covered several key strategies to enhance your resume and cover letter as a tax professional, emphasizing the importance of tailoring your application to highlight your expertise, achievements, and suitability for the role. Here’s a recap:

  • Quantify Achievements: Use specific numbers to demonstrate your impact, such as tax savings or efficiency improvements.
  • Leverage Action Verbs: Start bullet points with dynamic verbs to vividly describe your contributions and accomplishments.
  • Showcase Soft Skills: Balance your technical tax law expertise with soft skills like communication and problem-solving to present a well-rounded candidate profile.
  • Customize Your Application: Tailor your resume and cover letter for each job, using keywords from the job description to pass ATS filters and directly address the employer’s needs.
  • Highlight Continuous Learning: Include certifications, courses, and professional development activities to show your commitment to staying current in tax law.
  • Professional Presentation: Ensure your resume and cover letter are error-free, well-structured, and aesthetically pleasing, making them easy to read and engaging.

Investing time in crafting a resume and cover letter that accurately reflect your qualifications, achievements, and passion for tax law is crucial. This not only demonstrates your expertise and dedication to potential employers but also significantly increases your chances of standing out in a competitive job market.

Remember, your resume and cover letter are your first opportunities to make a strong impression, so make them count by clearly articulating your value and how you can contribute to the success of your prospective employer in the field of tax law.

Tax Professional Text-Only Resume Templates and Samples

Tax professional

A highly motivated and energetic tax professional with cross-functional experience of XX years in analyzing existing systems and procedures, preparing tax & audit plans, designing internal control systems, and facilitating effective decision-making. Proficient in handling tax matters including T.D.S. formalities, preparing & filing Sales Tax, Entry Tax, Central Excise, and Service Tax returns along with computation of total income. Ability to inspire teamwork and responsibility by engaging team members

Core Competencies: Strategic Planning, Financial Diagnosis, Tax, Corporate Finance, Analyzing Information, LegalCompliance, Results-driven, Deadline-Oriented, Reporting Skills, Dealing with Complexity & Accounting

Management, Master of Business Administration, Completed, 2001-02-01

CBSE – Marks 70 ,

Work Experience

2009-06-01 - Current

Officer – Taxation

  • Calculated taxes on a monthly and quarterly basis; collected various Tax Form Books from the concerned departments and fulfilled all necessary formalities.
  • Performed Tax Planning and undertook a cost-benefit analysis for supporting critical business decisions.
  • Streamlined effective & tax-efficient strategies for inbound & outbound investments including analysis of proposed GAAP provisions.
  • Ensured timely completion of audit assignments and assisted statutory auditors with the completion of Tax & Statutory Audits.
  • Handled matters related to Direct Tax; preparing tax plans, filing tax returns, and ensuring timely assessment & filing of returns as per the provisions of respective Tax Acts.

2005-02-01 - 2009-01-01

Senior Officer – Taxation

ABCD Pvt Ltd

  • Preparing tax provision schedules by reviewing, preparing, and consolidating provision schedules
  • Revising procedures by developing and streamlining procedures and worksheets for the calculation of tax
  • provisions; recommending tax strategies by researching federal, state, and local taxation issues
  • Maintaining legislative materials by reviewing, interpreting, and implementing new or revised laws
  • Maintaining compliance with regulations by forwarding required information to federal, state, and
  • local authorities; preparing and reviewing the client tax calculations
  • Identifying and implementing tax planning and consulting opportunities
  • Reviewing tax returns, extensions and estimate tax payments
  • Understanding client tax accrual positions and deferred income tax accounting
  • Maintaining good working relationships with clients to enhance customer satisfaction and work with the client
  • management and staff at all levels to perform tax services
  • Responsible for supervising and mentoring seniors and displaying innovative leadership
  • Identifying and assisting with the implementation of tax planning and tax savings strategies
  • Researching and consulting on complex tax matters
  • Strategic Planning
  • Financial Diagnosis
  • Corporate Finance
  • Analyzing Information
  • Legal Compliance
  • Results-driven
  • Deadline-Oriented
  • Reporting Skills
  • Dealing with Complexity & Accounting

article author

Kshama Sharma - Resume, CV and Cover Letter Writing Expert

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