Tax preparer
Resume examples

Provided financial services including bookkeeping, tax returns, business audits, and financial planning. Prepared, delivered, and maintained individual, corporation, and partnership tax returns; conducted thorough interviews with clients, answered tax consultation inquiries, and met critical timelines. Established and maintained strong working relationships with all customers and departmental staff; provided extraordinary service.

• Researched IRS and state websites for beneficial tax credits and changes to the law to provide maximum financial benefits to clients.
• Processed federal and state tax returns; verified for accuracy and followed bank agency compliance guidelines.
• Prepared and filed federal/state tax extensions, state income and corporate franchise tax returns, and federal forms 990, 990-T, 1120, and 1120-RIC.
• Served as primary back-up for the Senior Tax Accountant; provided ongoing administrative and tax support to the Vice President, Tax Manager, Tax Department, and Finance Department.
• Coordinated and prepared accounting reports for tax work-papers and spreadsheets.

Assessed additional financial information to determine tax exemptions, deductions, and credits, followed by preparing taxes for families and individuals.

• Obtained 1099 forms, W-2 forms, and W-9 forms for clients.
• Collected tax information from clients including salary, marital status, and dependents.
• Submitted completed tax forms to the Internal Revenue Service (IRS).
• Oversaw confidential information with care.
• Informed clients about new policies on the tax system.
• Used software such as UltraTax CS to configure tax estimates.
• Gathered records on employment status to accurately determine tax payments.
• Provided signatures for income tax returns for both self-employed and employed individuals.