Resumes & Cover Letters

How To Write a Tax Preparer Resume (With Template and Example)

April 15, 2021

Writing a professional, concise resume can help you establish yourself as the right candidate for a career such as a tax preparer. Professional resumes should be short and easy to read to be as effective as possible. Creating a great resume, however, takes practice and attention to detail. In this article, we explain how to write a tax preparer resume with a cover letter.

Related: How To Become a Tax Preparer

What is a tax preparer?

A tax preparer is a financial professional who prepares tax forms and files taxes for individuals or businesses. Tax preparers are knowledgeable in local, state and federal tax codes and laws and can offer advice on reducing tax costs, when to file and more.

How to write a tax preparer resume

Writing a resume starts with gathering all of your work-related information, including your experience, skills, education and more. Here are some steps you can follow when writing a tax preparer resume:

1. Choose your resume format

The first step to writing an effective, professional tax preparer resume is to decide how you want to format your resume. The right resume formatting can help it look professional and organize the information in such a way that the hiring manager can quickly find your contact information, skills and experience.

The resume format you choose also depends on what information you want to prioritize. For example, if you want to emphasize your years of experience, consider using a chronological resume. If you would rather focus on your skills and specific workplace accomplishments, a functional resume may be a better choice.

Read more: Functional Resume vs. Chronological Resume: What's the Difference?

2. Include your contact information

Contact information can include your full name, telephone number, email address and sometimes a link to your online portfolio or website. Make sure to include this information in an easily visible spot, such as the very top of your resume.

3. Create an objective or summary

This is usually a short introductory statement that includes some of your skills and goals in the industry you work in. Also mention here that you're interested in working in a specific position for this employer.

4. Highlight your skills and work experience

In this section, list both hard and soft skills that are important for a tax preparer. You can list your hard skills first, since an employer often first looks at your industry-related skills to ensure you're qualified for the position. Next, you can list your soft skills and work experience. When writing a chronological resume, it generally helps to list your most recent work experience first.

Related: Chronological Resume Tips and Examples

5. List your education

In the next section, list your education and academic achievements. You can include your degree or certification, the date you received it and the name of the institution you attended. This is also a good place to add any accolades or recognitions you earned in school, especially if they relate to the job for which you're applying.

Read more: How To List Education on a Resume

6. Consider adding volunteer experience

You might choose to list any relevant volunteer experience that applies to the position. For a tax preparer, you could list something like, "Organized free tax prep programs for low-income families." You can include dates and the name of the institution as well.

Tax preparer resume template

Here's a resume template you can use when creating your own:

[Your name]
[Address]
[Email address]
[Phone number]

Objective

[Include a brief self-introduction that describes your work style, technical skills and soft skills. This section is a direct response to the employer's job description.]

Skills

[Relevant hard skill]
[Relevant hard skill]
[Relevant hard skill]
[Transferable soft skill]
[Transferable soft skill]
[Transferable soft skill]

Work experience

[Most recent job title, Company name][City, State]
[Start date–end date or present]

  • [Accomplishment, achievement, contribution or principal duty]
  • [Accomplishment, achievement, contribution or principal duty]
  • [Accomplishment, achievement, contribution or principal duty]

[Second most recent job title, Company name][City, State]
[Start date–end date]

  • [Accomplishment, achievement, contribution or principal duty]
  • [Accomplishment, achievement, contribution or principal duty]
  • [Accomplishment, achievement, contribution or principal duty]

[Third most recent job title, Company name][City, State]

Education

[Most recent degree or educational qualification/highest degree qualification]
[Institution] [City, State]
[Start date–end date or present]

[Most recent degree or educational qualification/highest degree qualification]
[Institution], [City, State]
[Start date–end date or present]

Volunteering

[Your position, Organization name] [City, State]

[Start date–end date or present]

[Accomplishment, achievement, contribution, principal duty]
[Accomplishment, achievement, contribution, principal duty]

Resume example

Seeing a fully formatted resume can help you get a better idea of what your resume should look like when it's finished. Here's an example of a tax preparer resume:

Betty Grills
125 Main Blvd.
b.grills23@baxtaxprep.com
440-304-1111

Highly experienced and reliable tax preparer with institutional and private experience in tax prep and advice. Looking to work for a forward-thinking company where I can advance my skills in accounting and tax preparing.

Skills

  • 5+ years as a professional tax preparer
  • Individual PTIN
  • Completion of QuelTech Tax Prep course
  • Honesty and reliability
  • Excellent interpersonal communication skills
  • Motivation and ability to work independently

*Work experience
Tax preparer, Stanley Tax Prep, Columbus, OH
May 2015–present*

  • Responsible for tax prep and adhering to Ohio tax codes. Serviced customers and achieved a reputation for excellence in my work with several accolades from the company.
  • Rose to team lead within six months of work
  • Lead the company's private tax prep course

Tax preparer, Columbus Tax Pros, Columbus, Ohio
2010–2015

  • Prepared and filed tax paperwork
  • Adhered to Ohio revised tax codes, Columbus municipal tax codes and federal tax codes
  • Helped increase customer base by over 15%
  • Achieved employee of the month award 16 consecutive months in a row

*Education
Tax prep course completion and certification
Bleming's Tax Pros, Columbus, Ohio
2009*

CPA certification
Columbus Tech, Columbus, Ohio
2009

*Volunteering
Volunteer tax professional, city of Columbus program for low-income families
2011–2020*

  • Prepared taxes on a volunteer basis to help low-income families
  • Volunteered time and resources to the city program, including helping to acquire office space for the program
  • Rose to manager of the volunteer tax program after two years of service

Related: Elements of a Good Resume

Tips for a better resume

A great resume can help your application stand out from your competitors. Here are some tips on writing a better resume:

  • Make sure all of your information is relevant and up to date. Include only your tax preparation experience. Try using a sample resume for tax preparers for a better idea of what to include.
  • Include a cover letter. A cover letter isn't always required, but it's a great way to give an employer a more complete introduction of you as a person.
  • Link to your portfolio or include samples. Link to your online portfolio, website or social media page.
  • Include references. References are professionals that you've worked with who can vouch for your skills and job experience.
  • Keep your resume simple and easy to skim. Keep your blocks of text at a minimum and use paragraph breaks or lists.
  • Use bullet points. Bullet points help make lists easier to read and break up long paragraphs.
  • Demonstrate soft skills. These are skills like honesty, teamwork and communication that aren't necessarily industry-specific, but still useful.
  • Include freelance work experience or volunteer work. Only include this if it feels relevant to the position you're applying for.
  • Use specific terms. Specific, industry-related terms help solidify your expertise in the eyes of a prospective employer.
  • Have an explanation for long gaps between employment. An employer may inquire about long unemployment gaps, so make sure to have an honest explanation ready.

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