Build a Tax Preparer Resume That Survives Season Hiring
Tax preparer resume example with return volume, form types and software bullets, PTIN placement, ATS keywords and a section by section guide.
Example Tax Preparer summary
Tax preparer with four filing seasons preparing individual and sole proprietor returns for a regional practice. Completes roughly 480 returns a season in Drake Tax, covering Schedules A, C, D and E plus multistate filings, and documents refundable credit due diligence on every eligible return. Holds an active PTIN, resolves IRS notices for clients, and reviews seasonal staff work before signature.
Skills to list on a Tax Preparer resume
- Individual income tax preparation
- Form 1040 and schedules
- Schedule C small business returns
- Rental and Schedule E income
- Capital gains and basis tracking
- Multistate and part-year returns
- Refundable credit due diligence
- IRS notice and correspondence
- Estimated tax planning
- Drake Tax
- UltraTax
- Lacerte
- QuickBooks Online
- Client intake and document review
What actually gets this resume read
- Put your PTIN status and any annual filing season record of completion in the header, because a firm cannot hire you without it.
- Count the returns you prepared per season and split them by type, individual, sole proprietor, partnership or trust returns.
- Name the tax software you have actually keyed returns in, such as Drake, UltraTax, Lacerte, ProSeries or ProConnect.
- List the schedules and forms you handle confidently, since a firm staffing a season is matching your forms to their client mix.
- Show due diligence work on refundable credits and the notice responses you handled, as both prove you understand preparer liability.
- If you are working toward the enrolled agent exam or a CPA license, say which parts you have passed and the expected completion.