Tax preparer
Resume examples

Worked 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.

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.