3Tax preparer resume examples found
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Tax preparer resume examples
Experience level
Tax preparer
SeniorWorked as a tax preparer for a credit union and an accounting firm, creating checklists for clients that included information needed before filing taxes such as social security numbers, previous tax amounts, income, deductions, and credits.
- Provided clients with the correct tax forms including 1040, 1099, W-2, W-4, and W-9 forms.
- Reminded clients regularly regarding latest information on changes in tax laws.
- Established trusting long-term professional relationships with clients resulting in repeat customer service.
- Used Microsoft Excel and H & R Block Tax Software Deluxe to efficiently manage taxes for clients.
- Requested tax forms from the International Revenue Service (IRS) for submitting clients’ tax returns.
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