entry level tax preparer resume sample

Build my resume

• Resume builder
• Build a better resume in minutes
• Resume examples
• 2,000+ examples that work in 2024
• Resume templates
• 184 free templates for all levels
• Cover letters
• Cover letter generator
• It's like magic, we promise
• Cover letter examples
• Free downloads in Word & Docs

5 Tax Preparer Resume Examples to Edit Free for 2024

Tax Preparer Resume

• Tax Associate
• Tax Manager
• Entry Level Tax Preparer
• Write Your Tax Preparer Resume

You know all the tax rules and regulations like the back of your hand. Your meticulous attention to detail ensures accurate returns and minimal effort for your clients. 

You excel at maximizing deductions, minimizing liabilities, and seamlessly managing audits when they pop up. However, crafting a resume that captures your tax-savvy prowess requires a different kind of know-how. 

Luckily, just as you help people get their numbers in order, we’re here to help you through the job-seeking maze. With our ai cover letter generator and expert tax preparer resume examples , you can learn how to stand out and land the roles you want. 

or download as PDF

Why this resume works

• The next step is to show resolve in your tax preparer resume. Add any internship experience that you managed to get during the same year of graduation. If it’s for accounting, in particular, highlight your knowledge of the subject by mentioning how you handled hundreds of bank statements accurately.

Tax Associate Resume

• For your tax associate resume, clearly list down all the software you use for tax returns such as H&R Block Tax Software. You can further add more depth by including extra tools like CCH Axcess Tax that help users prepare industry-compliant tax returns. Lastly, mention the tools you use for keeping records such as Excel or Google Sheets.

Tax Manager Resume

• Put your managerial skills on display here by using quantifiable work experience such as “improving the client satisfaction rate by 36% as per feedback” to prove your ability to keep clients happy. You can also add similar bullet points that show your contribution to reducing response times in your tax manager resume.

Tax Intern Resume

• For instance, how do you stay abreast of the latest tax trends? By adding the necessary skills and tools you leveraged to not just be updated but also understand any changes in tax policies.

Entry Level Tax Preparer Resume

• Have a special ability such as an eye for detail? Add it in! Show your expertise in paying attention by using metrics where you were able to identify profitable tax benefits that others missed out on. You can also make use of other metrics in your entry level tax preparer resume that highlight your critical thinking skills.

Related resume examples

• Financial analyst
• Finance manager

Adapt Your Tax Preparer Resume to Tick All the Boxes

Your role as a tax preparer demands a unique set of skills , and you know better than anyone what those skills are. Since this is a technical role, it’s totally fine to get into the nitty-gritty. Impress hiring managers by emphasizing your proficiency in tax codes, IRS regulations, and the latest accounting software. 

Detail your knack for uncovering deductions, managing audits, and ensuring precision in financial documentation. To make sure you truly stand out, it’s essential to tailor your resume to each application, mirroring the skills mentioned in the job description . 

If the company needs an auditing pro, highlight your auditing skills, or if it needs impeccable documentation, emphasize your dedication to thorough record keeping. 

Need a few ideas?

15 top tax preparer skills

• Tax Code Proficiency 
• IRS Regulations
• Audit Management 
• Data Analysis
• Microsoft Excel
• Tax Research
• Data Security
• TaxWise E-Filing
• Bloomberg Tax

Your tax preparer work experience bullet points

From navigating intricate tax codes to orchestrating flawless financial audits, successfully completing a job as a tax preparer is no small feat. Hiring managers know this, so there’s no better way to impress them than by highlighting your greatest successes and happiest clients.

Showcase achievements like optimizing client deductions, ensuring accuracy in tax returns, or even streamlining the audit process. 

Then, to seal the deal, add specific numbers and percentages that make it clear just how successful you were—after all, you didn’t just ensure accuracy, but you reduced errors by 78%.

• Show off your attention to detail by talking about the percentage of error-free tax returns you’ve consistently delivered.
• Highlight client satisfaction with metrics like feedback surveys, customer retention, or return customers.
• Showcase the percentage of successful audits managed without major discrepancies to show that you’re no stranger to keeping everything in order.
• Specify the average time taken to complete and file tax returns to express that you’re not just on point, but you’re also quick.

See what we mean?

• Managed a portfolio of 71 clients, delivering tax planning and advisory services that led to an average of 16% cut in tax liabilities
• Leveraged Wolters Kluwer CCH’s electronic filing feature, resulting in a $107 reduction in paper filing costs and a 92% e-filing rate
• Maintained a ledger of 546 client accounts within Zoho Books, reducing outstanding receivables by 29% with regular follow-ups and collections efforts
• Coordinated with IRS representatives to address and resolve e-filing anomalies, shrinking penalty charges for clients by 29%

9 active verbs to start your tax preparer work experience bullet points

• Implemented
• Collaborated
• Facilitated
• Streamlined

3 Tips for Writing a Tax Preparer Resume as a Beginner

• Academic achievements demonstrate your dedication to mastering tax-related concepts. As such, if you excelled in classes like Tax Accounting or Advanced Financial Reporting, make sure to mention them alongside your GPA and any extra coursework.
• If you’ve worked on tax-related projects on your own time or gained experience through internships, highlight this. Describe how you applied your knowledge in practical scenarios, whether it’s optimizing deductions for a mock client or assisting in tax audits.
• Craft a clear and concise career objective that reflects your passion for the job. Show off your desire to apply your knowledge in a practical setting and emphasize your commitment to accuracy, compliance, and client satisfaction.

3 Tips for Writing a Tax Preparer Resume as a Seasoned Professional

• Showcase memberships to organizations like the National Association of Tax Professionals (NATP) or relevant certifications you hold, such as the IRS Annual Filing Season Program (AFSP) or Certified Financial Planner (CFP). These validate both your skills and your passion for the industry. 
• Show that you’re an effective communicator with some well-placed work experience bullet points. Whether it’s resolving complex tax inquiries or providing proactive tax planning advice, emphasize that you were able to build long-lasting client relationships.
• Mention any tax-related seminars you go to, workshops you take part in, or conferences you attend to emphasize your dedication to the field and commitment to staying on top of your game.

ATS scans for relevant terms (such as IRS, audits, QuickBooks, etc) so align your skills and experiences with those in the job description . Using a clean and professional resume format without flashy graphics also helps the software read your resume effectively.

Absolutely! Always quantify your achievements, whether it’s the accuracy rate in tax returns, client satisfaction scores, or successful audit rates. These kinds of numbers add substance to your accomplishments.

Tax preparation is about clarity and accuracy, so use a resume template with a format that clearly presents your contact information, career summary , skills, work experience , and education. This makes sure that hiring managers can quickly see your qualifications and assess your suitability for the role.

Resume Builder

• Resume Experts
• Search Jobs
• Search for Talent
• Employer Branding
• Outplacement
• Resume Samples
• Tax and Revenue

Tax Preparer Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the tax preparer job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Set-up files for new and existing clients and assist with completion of administrative work
• Establish rapport with clients to build working relationships and increase retention
• Manage multiple files simultaneously
• Attend internal MNP courses to further develop accounting taxation knowledge
• Update manager or engagement partner on the progress of engagements
• Provide exceptional customer service
• Develop and apply knowledge of the Canadian Income Tax Act and related legislation
• Provide feedback to managers as part of firm’s continuous improvement strategy
• Perform all work in compliance with the firm’s policies and procedures
• Training provided. Flexible working arrangements
• Help develop, build and manage client relationships
• Preplanning of duties prior to the fieldwork such as scheduling and budgeting
• Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client’s satisfaction
• A level of comfort working in a technologically-advanced, non-paper based environment
• Respond to queries raised on CT packs in a timely manner providing full responses and assisting query resolution
• Assist in tax audits
• Assist in ensuring all relevant claims and elections are made on time
• Assist in year-end consolidation process and review output
• Build relationships and interact with internal and external customers to provide excellent planning, consulting and expertise
• Assist in R&D credit claims
• Identify opportunities for process improvements
• Excellent client service orientation with an ability to handle pressure in a positive, professional manner
• Strong analytical skills to enable effective decision-making
• Working knowledge of ProSystem, Lacerte and QuickBooks
• Knowledge of basic accounting concepts involved in tax return preparation
• Ability to communicate in a professional manner
• Strong attention to detail
• Working knowledge of QuickBooks
• Are an energized professional - seeking greater responsibilities and more autonomy with clients
• Attention to detail
• Highly organized

5 Tax Preparer resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, tax preparer resume examples & samples.

• Bachelor's Degree in related field
• Proficient with Creative Solutions of Ultra Tax
• Customer Service oriented

Fiduciary Tax Preparer Resume Examples & Samples

• 3+ years of Trust and Estate Tax Preparation experience
• Previous Tax experience (Fiduciary; Individual; Research & Planning; State & Local; Trust/Estate)
• Working knowledge of Caseware, CCH Pro System, and Prosystem
• Able to multitask efficiently and effectively

Senior Tax Preparer Resume Examples & Samples

• 3+ years of tax preparation experience from a CPA firm
• Exceptional compliance, corporate, state & local, and trust/estate tax skills
• Highly organized and attentive to detail
• 3+ years of High Net Worth Tax Compliance experience
• Previous experience with Trusts & Partnerships
• Working knowledge of BNA-CCM & BNA-RAA

Seasonal Tax Preparer Resume Examples & Samples

• Supervision of staff such as delegating, training, guiding, and reviewing
• Management of Assurance and Tax compliance needs of clients including the coordination, review and delivery of assignments and ensuring that all deadlines are met
• Proactive management of WIP and billing
• Keeping the partner informed of progress and significant issues that may arise
• Timely final delivery of statements and returns according to the Firm’s standards
• Maintaining direct communication with the clients and accounting staff throughout the year
• Completion of or working towards CA designation
• Minimum 2+ years of relevant experience
• Strong analytical, accounting and auditing skills as appropriate for the senior level
• Ability to think critically, work independently and as part of a team
• Ability to establish relationships with staff and clients

High Net Worth Tax Preparer Resume Examples & Samples

• 1-5 years of related tax experience
• Proficient in Microsoft Word, Excel and Outlook
• Working towards completion of CPA examination
• Knowledge of ProSystem, Lacerte and Quickbooks

Corporate Income Tax Preparer Resume Examples & Samples

• Bachelor Degree (Accounting or Finance preferred)
• 1+ year of Public Accounting preferred
• International Tax skills helpful
• MS or MBA a plus
• CPA or CPA Candidate or CPA Eligible are desirable
• Intermediate or Advanced MS Excel skills strongly preferred
• 2+ years of General Tax experience (Compliance and Individual); 1 + year of experience as a Tax Associate
• Microsoft Office/Suite proficient (Excel, Outlook, Word, etc.)
• Prepare tax returns in accordance with firm policies
• Provide feedback to managers as part of firm’s continuous improvement strategy
• Preparation experience preferred, but not required
• Individual tax return preparation ideal, but not required
• Excellent organizational skills and ability to pay close attention to detail
• Must be able to communicate effectively with all levels of staff from entry level to partners and work well in a team-focused environment
• Opportunity to return each year for tax season work
• Communicate directly with client when appropriate
• Other duties may be assigned
• 1-2 years tax return preparation experience preferred
• Prepare individual, non-profit, and business income tax returns
• Perform tax research where appropriate
• May perform detail review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
• Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions
• 2 or 4-year accounting degree or equivalent experience

Personal Tax Preparer Resume Examples & Samples

• Provide general support to the department in the provision of tax returns
• Liaises with the client relationship manager to ensure synergy and cohesion in client delivery
• Helps prepare and sometimes finalises accurate and timely tax return work ready for review
• Liaises with other service streams and take responsibility for collation of personal tax information when the client is a multi discipline service client
• Prepare individual tax returns utilizing information provided by clients, reviewing client information, and inputting into tax preparation software
• High school diploma required; Associate's or Bachelor’s degree preferred
• 1-2 years tax return preparation experience preferred. Corporate tax return preparation ideal, but not required
• Must have excellent organizational skills and be detail-oriented
• Demonstrated Microsoft Office Suite skills required. Experience with Adobe Acrobat is preferred
• Opportunity to return each year for busy season work
• Preparing almost exclusively individual, with minimal corporate, partnership and other returns, as well as preparing tax work papers
• Significant experience preparing individual returns including all IRS schedules
• Experience with ProSystems Tax, GoFileRoom, and Adobe Professional, and paperless process
• Demonstrated understanding and proper application of rules, regulations and codes of conduct of relevant governing bodies (i.e. IRS, AICPA, PICPA, State Boards of Accountancy, etc
• Ability to multi-task and work in a fast paced environment
• Strong computer skills (MS Office, Outlook, etc.) and aptitude to learning new applications
• Ability to organize work, effectively manage a variety of projects and the ability to work accurately while meeting deadlines
• Previous experience with tax processing in a CPA or professional services firm is preferred, but not required
• Previous experience related to small corporate, partnerships and individual tax
• Liaise and correspond professionally with clients and colleagues
• Compute taxes owed and prepare tax returns ensuring compliance with government standards for personal, small business and/or farms
• Compile and organize client records
• 6 months to 1 year of tax experience is preferred
• Previous experience or exposure to a variety of complex tax returns
• Bachelors' degree in accounting or currently in pursuit of an accounting degree
• Positive/team oriented approach
• Computer skills including Microsoft Suite and tax preparation software

Seasonal Individual Tax Preparer Resume Examples & Samples

• Prepare individual income tax returns utilizing information provided by clients by reviewing client information and inputting into tax preparation software
• Secure all information required to prepare a complete and accurate tax return in accordance with firm policies
• Refer complex tax issues to manager for advice and counsel
• Must have good organizational skills and be detail-oriented
• Previous experience as an individual income tax preparer is preferred
• Candidate should be available to start early February to continue through mid-April
• Position offers flexibility with regards to hours (30-40 hours a week)
• Knowledge of ProSystems income tax preparation software is a plus

Lead Tax Preparer Resume Examples & Samples

• Assists Trust Tax Outsourcing Manager with day to day activities of overseeing team to ensure: 1) generation and filing of returns during tax season 2) review of transactions during off season and 3) meeting/exceeding client expectations
• Monitors quality control of assigned accounts for accurate tax preparation
• Answering client tax related questions pertaining to the tax information prepared by this team
• Provide various reports to client as needed
• Communicating with clients during year on deadlines and deliverables
• Assist with establishing processes for servicing customers
• Meet all compliance deadlines with IRS and State agencies for assigned accounts and assist in monitoring information for other tax preparers
• Recommend and participate in training plans for new and existing employees on tax law changes, internal procedures, and new system enhancements
• Collaborate with various internal departments such as Product Management, Support and Service, Development, Marketing ,and Sales as needed
• Mentoring and coaching team members on our services and the attention needed to our clients
• Handle multiple engagements and responsibilities at the same time making sure each client receives the same level of service
• As position evolves may have direct oversight for a group of tax preparers
• CPA or EA Certification
• Experience preparing tax returns for individuals and small businesses
• Tax research skills
• Prepare concise tax returns for a variety of small business clients from individual to partnership to corporations
• Deliver quality client service (internal staff/external clients) and value while establishing and maintaining strong client relationships
• 3+ years experience in client tax preparation
• Flexibility to work extended hours during the tax season
• Proficient in Microsoft Office Suite inclusive of Outlook
• Proficiency in ProSystem FX tax software
• 5+ years of varied Tax preparation experience
• Bachelor's Degree in Accounting, Taxation and/or a related field
• Working knowledge of Pro FX Tax software
• Previous tax assembly experience preferred
• Ability to take direction and switch gears quickly
• Good data entry skills
• Researching tax related questions and issues while responding to clients appropriately and within a timely manner
• Maintaining a positive and professional image at all times
• Providing IRS Audit Support
• General administrative duties and assistance as needed
• High School Diploma or equivalent (GED), required
• PTIN License Required
• General bookkeeping or accounting knowledge preferred
• Computer literate, familiar with Microsoft Excel and QuickBooks a must
• Strong accuracy, attention to detail and organizational skills
• Ability to work independently and self-organize / prioritize ones work
• Experience in Preparing complex individual tax returns
• Experience using Tax Software
• Responsible for preparing complete and accurate tax returns while delivering outstanding customer service
• Compute taxes owed and prepare personal and corporate tax returns (and other tax compliance slips) ensuring compliance with government standards
• Prepare year-end tax forms (T4s and T5s)
• Investigate and correct discrepancies/ irregularities in financial entries, documents and reports
• Respond to client questions and queries

Corporate Tax Preparer Resume Examples & Samples

• Work closely with the Corporation Tax Manager, and Corporate Tax personnel within the Group Tax team to gain efficiencies and drive best performance within the department
• Deliver a full range of tax services in compliance with laws and regulations within timeframe, in relation to Corporation Tax
• Prepare and complete year end tax packs for submission to Group Tax
• Assist in the transition from COINS to Oracle/Hyperion
• Assist in the automation of Hyperion reports and consolidation process
• Assist in R&D credit claims
• Ensure that all tax reports, checklists, backup, tax packs etc are uploaded to tax archive
• Other reasonable duties including tax planning as and when required
• Proven working experience within a Corporate Tax role in a professional environment
• Previous experience in accounting processes, experience in a range of accounting areas, financial computer systems and knowledge of accounting legislation
• Experience of CT within group context, involving appreciation/experience of worldwide debt cap, Joint Amended Returns, Transfer Pricing, year-end tax reporting, R&D credit claims
• Excellent knowledge of tax accounting and tax compliance and ability to understand and work through complex tax positions in relation to Corporation Tax, and all types of tax would be beneficial but not essential
• Knowledge of tax software (Thomson OneSource) and MS Office
• Experience of working effectively with Record to Report functions or other core financial processes in a Shared Service Centre environment of a complex business
• Proficient in MS Office applications (particularly Excel intermediate level required)
• Analytical skills with detail orientation
• Collaborative, able to work with and through others as part of a team, trustworthy and self-motivated
• Must be a licensed Enrolled Agent, CPA or JD, with current PTIN
• Experience preparing federal and state individual (1040) tax returns
• Ability to research tax topics and explain tax concepts to taxpayers
• Experience using TurboTax software a plus
• Must be willing to communicate with customers via phone and video call
• Prepare individual tax returns utilizing the information provided by the clients and inputting into tax preparation software
• Required PTIN eligibility
• Qualified applicants must be self-starters and computer literate

Experienced Form Tax Preparer Resume Examples & Samples

• Preparation of individual income tax returns utilizing information provided by clients, including the review of client information, and the inputting the client data into our tax preparation software
• Securing all information required to prepare a complete and accurate tax return in accordance with firm policies
• Compliance with our firm written tax practice standards and firm 1040 procedures
• Associate’s or Bachelor’s degree required
• 2 or more years of recent tax return preparation experience required
• Availability to work extended hours February through mid-April and September through mid-October
• Training provided. Flexible working arrangements available
• Opportunity to join our team full time, or to work seasonally
• Extremely competitive compensation and benefits package, commensurate with experience

Seasonal Tax Preparer / Reviewer Resume Examples & Samples

• Review tax returns for a variety of small business clients from individual to partnership to corporations
• Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current tax trends
• Handle and manage multiple priorities, and deliver projects and engagements on time, within budget and to the client’s satisfaction
• 4+ years experience in client tax preparation
• Flexibility in working hours during the tax season
• Excellent time management skills, including planning, organizing, and prioritizing
• Computer proficiency and effectively applying technology tools in assigned areas
• Recent experience working in public accounting
• Proficiency in ProSystem FX tax software or similar

Related Job Titles

Tax Preparer Resume Samples

It is the responsibility of a Tax Preparer to prepare and file income taxes for individuals and companies. The job description includes identifying potential tax credits and liabilities and ensuring returns are filed accurately and in time. The other tasks are mentioned on the Tax Preparer Resume as follows – completing tax forms as per the standard policies, computing taxes adhering to tax codes, preparing and assisting in preparing complex tax returns , uncovering potential deductions or credits; advising against probable tax liabilities; verifying documents to check accuracy; calculating and invoicing for preparing forms; and preparing tax returns using automated software.

Required skills and abilities include the following – exceptional mathematical skills, attention to details; strong reading comprehension skills, knowledge of tax laws, legal codes, precedents, and government regulations; knowledge of administrative and clerical procedures and strong deductive reasoning skills. A degree and an Accredited Tax Preparer – ATP designation from ACAT are commonly seen on resumes.

• Resume Samples
• Tax Preparer

Tax Preparer - Contract Resume

Objective : Contract equipped with solid time management, attention to detail, strong interpersonal and written communication skills with advanced problem-solving techniques. Seeking an entry-level position. Good professional relationships are more than just being polite, caring, and knowledgeable it is having a positive attitude and work ethic. Seeking a challenging work environment that also allows growth opportunities and utilizes my potential to the fullest.

Skills : Proficient In TaxAct, Microsoft Excel, Word, PowerPoint, Outlook. Basic Knowledge Of Photoshop And Adobe, Financial Data, Bloomberg Terminal, S&P Capital IQ, FactSet.

Description :

• Provided excellent customer service to my clients as I prepare their yearly tax return documents.
• Maintained the integrity and security of personal information obtained from our clients.
• Answered the telephone in a professional manner and make client reminder calls.
• Calculated form preparation fees according to return complexity and processing time required.
• Checked data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Computed taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

Tax Preparer/Consultant Resume

Summary : Highly skilled Tax Preparer/Consultant with substantial experience in tax preparation, administrative office operations, diversity, and conflict management/dispute resolution experience. A strong leader and team player, able to provide focus and coordination for multi-functional staff.

Skills : Flexible Team Player, Loyalty, Results Driven Achiever, Multi-tasking, Analytically Thinking, Competitive Attitude, Punctual, And Reliable, Tax Preparation

• Computing taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Preparing or assisting in preparing simple to complex tax returns for individuals or small businesses.
• Using all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• Interviewing clients to obtain additional information on taxable income and deductible expenses and allowances.
• Reviewing financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Furnishing taxpayers with sufficient information and advice to ensure correct tax form completion.
• Consulting tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculating form preparation fees according to return complexity and processing time required.
• Checking data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

Tax Preparer Resume

Headline : Professional experience in the planning, administration, and control of accounting, payroll, and tax operations have been my experience. It includes excellent analytical, negotiation, and customer relationship skills. PC proficiency with Microsoft Office and specialized accounting and tax analysis/reporting software has increased my skills. Being at a company where my professional and personal attributes will come to value while attaining a position to showcase my skills and passion with an opportunity to grow as a professional.

Skills : Budgeting, Handling Money, Mathematics, Tax Filing, MS Access, MS Excel, And MS Word, Validated Great Communication, Customer Service

• Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
• Conducted a thorough in-person interview with customers, using the franchisor's propriety tax software application.
• Provided details to customers concerning appropriate company products and services, completed all related tax forms in accordance with policies, and in compliance with legislation and regulations.
• Checked the "hold" drawer daily and contacts customers for additional information, as necessary, to ensure accurate completion of tax returns.
• Researched tax-related questions and issues, and responded to customers appropriately and within a timely manner.

Tax preparer/Technician Resume

Summary : Dynamic and highly qualified Tax preparer/technician with extensive knowledge in income tax procedures. Superb communicator with excellent customer service strong work ethics and ability to work well in a team. Seven plus years of executive experience in the tax and financial services industry in both consumer and commercial lending, secured lease financing and enforcement of federal tax laws. Experienced in relationship development, compliance enforcement, portfolio syndication, and internal process auditing as well as small ticket credit risk analysis and collection practices.

Skills : Microsoft Office, Word, Excel, Quickbooks, Customer Service, Typing, Bookkeeping, Answering Phones

• Preparing individual income tax return for filing, either through paper returns or ef (electronic filing).
• Seeking out optimal tax deduction options for each client, establishing the filing status and qualified dependents of clients through the process of due diligence.
• Evaluating accounting requirement and accounting methods of self-employed clients educate our clients on the best way to fill out their W4's for tax purposes and on tax laws and penalties with ACA.
• Operating as a tax pro by working with individual walk-in clients to analyze tax documents, determine deductions and prepare both federal and state tax return informed clients on tax options and fee structures.
• Continuously researched applicable tax information to improve knowledge and better serve customers.
• Filing and storing client data sheets customer service problem-solving mistakes made from past tax submissions.
• Helping taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
• Reviewing financial records such as income statements and documentation of expenditures.

Volunteer Tax Preparer Resume

Objective : To employ my knowledge with the intention of securing a professional career with an opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.

Skills : Calculator, Credit, Customer Relations, Customer Service, Debit, Financial, Forms, Languages, Microsoft Excel, Microsoft Office, Microsoft Word, Photocopier, Printers, Tax Planning, Turbo Tax

• Prepared hundreds of federal and state personal income tax returns in a fast-paced retail environment.
• Reclassified expenses in general ledger to improve accounting controls over cash flow and sales; accountability in maintenance, turnovers, sales and property performance.
• Assisted customers with tax questions and concerns, while maintaining a customer service friendly environment.
• Prepared and electronically submitted taxes to federal and state government agencies.
• Gathered client's personally identifiable information that was used in preparing client's tax returns.
• Used all appropriate adjustments, deductions, and credits to keep clients taxes to a minimum.
• Consulted tax law handbooks or bulletins to determine procedures for preparation of returns.

Personal Tax Preparer Resume

Headline : Personal Tax Preparer with 7 years+ of customer service experience, am very detail oriented, excellent follow-up skills, client interaction, courteous and dependable. Interested in a customer service position with upward mobility. To obtain employment in an office and or environment utilizing my computer and interpersonal skills. Abilities Possess excellent office and computer software experience, as well as strong verbal and written communication skills. Proficient in bookkeeping and office organization.

Skills : Microsoft Office, Quickbooks, Vantage Manufacturing Software, General Ledger, Financial Statements, Budgeting

• Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

Intern Tax Preparer Resume

Objective : Volunteer Tax Preparer And Supervisor, is seeking to continue my career in the field of Accounting/Taxation with a company that will utilize my experience and education skills to benefit mutual growth and success. Business professional willing to contribute broad-scope office support, experience toward supporting a dynamic organization in maximizing efficiency. Highly motivated, account specialist with high experience in payables and receivables.

Skills : Fluent In Turkish, Proficiency In Quickbooks, Knowledge With Microsoft Office, Calculator, Credit, Customer Relations, Customer Service, Debit, Financial, Forms

• Prepared income tax returns electronically for individuals as well as small businesses.
• Reviewed financial records from the prior tax return, income statements, and documentation forms needed to prepare returns.
• Interviewed client to obtain additional information on taxable income and deductible expenses and allowances.
• Computed taxes owed, using the adding machine, and computer-based programs, following tax form instructions and tax tables.
• Input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
• Consulted tax law handbooks and bulletins in order to determine procedures for preparation of non-typical tax returns (DBA and 1099 earners).
• Reviewed financial records such as income statements and documentation of expenditures in order to determine appropriate forms.

Tax Preparer Intern Resume

Objective : Tax Intern one plus years of intern and work experience in both tax and audit fields. A self- starter and a strong team player with excellent communication and interpersonal skills - proven ability to work closely with supervisors and teammates. To obtain a full or part-time entry level position, with room to advance and grow. While utilizing the knowledge and skills I have obtained and will learn through my experience.

Skills : Microsoft, Epic, Mac, Centricity, Quickbooks, Outlook, Typing 65 WPM, Claims Processing, Insurance Verification, ProSystem FX, CCH And Checkpoint RIA.

• Independently answered tax notices by communicating with state taxing agencies, gathering supports of tax audit defense, and researching tax laws, rules and regulations through checkpoint RIA and CCH.
• Successfully saved the company $80,000+ tax expenses by defending the company in 150+ notices.
• Oversaw a tax notice tracking tool that organized all tax notices and ensured timely resolution of each issue.
• Independently prepared pro forma federal tax returns for 6 domestic subsidiaries in a timely manner.
• Worked in a 4-person team on the preparation of forms 5471/8858 for 121 foreign subsidiaries using one source.
• Prepared and filed 21 state tax returns and 23 city tax returns for the required subsidiaries, which encompassed 16 entities in 13 jurisdictions.
• Processed 300+ check requests and payments for estimated tax payments and tax return due payments with 100% accuracy.
• Supplied detailed tax documentation needed to submit accurate business returns.

Chief Tax Preparer Resume

Summary : Experienced Certified Tax Preparer & Assistant Office Manager with excellent customer service. Experienced in financial and tax preparation efficient, organized, goal-oriented professional with leadership, outstanding work habits and interpersonal flexible, resilient professional that easily adapts to new concepts and welcomes new responsibilities. Experienced in communicating, providing guidance and maintaining relationships with clients.

Skills : Microsoft Office, Windows 2010, Windows, Customer Service, Customer Service, Tax Preparer, Quickbooks

• Meeting with clients to discuss their tax-preparation needs, and advise clients to bring all of their receipts and tax forms before preparing their tax forms.
• Researching information for clients, answering their questions and helping them get the biggest tax breaks and refunds possible.
• Checking data input or verifying totals on forms, prepared by others to detect errors in arithmetic, data entry, or procedures.
• Prepared federal and multiple state tax returns for individuals and sole proprietors.
• Reviewed tax documentation and interview clients to determine tax position and to assist the client in tax planning.
• Reported potential problems and possible solutions for related tax cases to the site manager.
• Completing tax forms in accordance with policies and in compliance with legislation and regulations.
• Identifying potential tax credits and liabilities and ensuring accurate and complete returns are filed in a timely manner.

Headline : Highly motivated Volunteer Tax Preparer seeking an opportunity where I can display my skills and talents with the utmost professionalism. To obtain a challenging and rewarding position in the customer service industry that will allow me to maintain customer satisfaction and contribute to company success with opportunities for personal growth and career advancement.

Skills : Microsoft Office, C-Cure 9000, Customer Service, Security, Banking, ICD-9, CPT

• Calculated form preparation fee according to the complexity of return and amount of time required to prepare forms.
• Advised clients about investment strategies to minimize taxes as per tax laws.
• Reconciled bank statements to clients' books and prepared financial statements from client documents.
• Systematically prepared documents and assembled financial statements for independent tax clients.
• Computed taxes owed or overpaid, using proprietary software, and complete entries on tax forms.
• Checked data input and verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Operated office equipment such as computers, calculators, copiers, adding machines, printers.
• Evaluated tax implications of capital equipment expenditures, payroll processing, inventory management and other functions/actions with significant tax ramifications.
• Prepared and reviewed financial statements and accompanying notes to shareholders.

Table of Contents

Recent posts, download this pdf template., creating an account is free and takes five seconds. you'll get access to the pdf version of this resume template., choose an option., unlock the power of over 10,000 resume samples., take your job search to the next level with our extensive collection of 10,000+ resume samples. find inspiration for your own resume and gain a competitive edge in your job search., get hired faster with resume assistant., make your resume shine with our resume assistant. you'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want., get noticed with resume templates that beat the ats., get past the resume screeners with ease using our optimized templates. our professional designs are tailored to beat the ats and help you land your dream job..

Tax Preparer Resume Examples

Check out real resume examples for tax preparers to create your own

Tax Preparing Resume Samples

1. Candidate seeking professional tax preparer position

Successfully advised, informed and filed tax returns for a number of clients including enterprises and small businesses to ensure timely filing and compliance of tax regulations.

• Pulled IRS transcripts and advised clients
• Handled cash and perform daily accounting and bookkeeping activities
• Provided advice and answers to tax-related questions
• Reported, monitored and presented fiscal information to the board members

2. A candidate seeking Advanced Tax Preparer employment

Passionate and dedicated tax preparer with experience of effective and timely filing of tax returns for a variety of clients.

• Advised and prepared simple as well as complex tax returns
• Assisted with the IRS Tax audits
• Promoted office business and handled client management and appointments
• Answer and assist with tax-related questions and inquiries

Tax Preparer Resume Vocabulary & Writing Tips

Words paint pictures in our heads. When you are limited by one page and you are required to paint a holistic picture, you must only choose the best words to represent yourself.

To make things easy, we’ve compiled a list of industry-specific keywords as well as action verbs to write a great resume for a role in tax preparation.

Words to Use

• Regulations
• Responsibilities
• Due diligence
• Taxation software
• Individuals
• Small businesses
• Payment processing
• Tax returns

Action Verbs

Tax preparer resume tips and ideas.

Tax preparers are responsible for  overseeing all tax-related issues for their clients . Not only are they responsible for timely tax filing but also for collaborating internally with departments, as well as keeping up to date with tax regulation knowledge. They also help their clients reduce the amount of tax paid and efficient record keeping.

Naturally, tax consultants are expected to have  great analytical and critical thinking skills.  A tax preparer’s resume often includes computer proficiency, strong communication skills, and the ability to work efficiently as part of a team in the skills section.

Candidates applying for tax consultant jobs are expected to have a  graduate degree in Finance or Accounting.

Crafting and designing a great tax preparer resume can be challenging if you haven’t updated your resume in a while. The competitive job landscape is challenging, and writing a unique and professional resume gives you the  best chance to stand out from the crowd , create a strong impression in your hiring manager’s mind, and  land you a job interview.

We’ve compiled the following tips as a guide to writing your resume. T o take the guesswork out, you can check out our  online resume builder  and create your resume within minutes.

Simply choose from one of the pre-formatted resume layouts and fill in your information in the relevant sections!

Chronological Format

• Simple – Minimalist
• Proper use of spacing
• Sections and Headings
• Avoid graphics
• Avoid multiple colors
• Contact Details
• Resume objective

Work experience

• Qualifications/Education
• Additional Certifications
• Volunteer – Pro Bono Cases

Resume Length

One Letter page size – 8.5” x 11”

Choosing the right resume format is an important decision when writing yours. If you have been in the field for several years, we highly recommend choosing the reverse chronological format  to write your resume. In this format, after opening with a resume objective or a strong summary statement , you  list your work experience in reverse chronological order.

This gives your employer an idea about your capabilities and achievements  at previous workplaces and  highlights the value you can bring to the table .

Make sure that you list tangible business results such as KPIs that you helped your previous clients achieve.

People who are just starting out in their career may want to try the combination format , as it emphasizes both your skills as well as your work experience.

Designing a tax preparer resume can be hard work, especially if you are not a designer. As a tax preparer, your best bet is to keep the look and feel very neat , with proper spacing so that the resume reads well. You can use one of our pre-formatted  resume design templates  to get the job done in minutes.

It is not recommended to use a photo on your resume . Hiring an individual on the basis of their appearance is discrimination and is illegal in the United States.

If you are applying outside of the U.S., please check the legalities and regulations according to the country first.

Sections of a Tax Preparer Resume

Sections help to clearly separate information and guide the reader’s attention from start to end without losing interest. Otherwise, you would end up with a lot of information crammed up without any identification. As you can imagine, that wouldn’t be too reader-friendly.

To make a professional tax preparer resume, the following sections are a must-have:

Make sure that each section has a  heading in bold  to help the reader find relevant information they are looking for easily.

If you design your resume carefully or use one of our resume templates, you should be able to fit all the relevant information into a page or two. The optimum and standard length for resumes is one page.

You should try not to let your resume run over a one or two-letter page size 8.5” x 11”

Only in the case of applying for senior positions with decades of work experience, should you consider adding another page to your resume.

Tax Preparer Resume Section Headings

The following tips will help you fill the most important sections of the resume in a way that most strengthens your resume and increases your chances of getting the interview call!

The main difference between a resume objective and a professional summary is that in the former, articulate your motivation and why you are the best person for the job.

The latter basically summarizes your professional experience to demonstrate how many years of experience you have , your past achievements , skills, and other qualifications .

Many people only list their work experiences along with the dates and duration of employment and the designation they held at most. This is a mistake as they are missing out on a great opportunity to explain what you were able to achieve in your previous workplaces and for your previous clients.

Tangible business results are exciting and impressive from a potential employer’s perspective. Quantify or explain in detail what you were able to do for previous organizations and clients to show what you could potentially do for your new employer.

Struggling with Resume Writing?

Ease the process with our templates

Related Professions

Tax Consultant Land your dream job with a professional tax consultant resume and our pro resume writing tips. Updated on January 16, 2024 Tax Consultant

Financial Advisor You want to help clients with investments and important financial decisions. We want to help you create the ideal financial advisor resume. Reviewed Updated on December 28, 2023 Financial Advisor

• Tax Preparer Resume Example

Resume Examples

• Common Tasks & Responsibilities
• Top Hard & Soft Skills
• Action Verbs & Keywords
• Resume FAQs
• Similar Resumes

Common Responsibilities Listed on Tax Preparer Resumes:

• Prepare and file individual, corporate, and partnership tax returns
• Analyze financial information to determine tax liability
• Research and interpret tax laws and regulations
• Identify and maximize tax credits and deductions
• Prepare and review estimated tax payments
• Respond to IRS inquiries and notices
• Prepare tax projections and forecasts
• Prepare and review quarterly and year-end tax reports
• Assist clients with tax planning and compliance
• Develop and maintain relationships with clients
• Stay current on changes in tax laws and regulations
• Provide tax advice and guidance to clients

Speed up your resume creation process with the AI-Powered Resume Builder . Generate tailored achievements in seconds for every role you apply to.

Tax Preparer Resume Example:

• Developed and implemented tax planning strategies for high net worth individuals, resulting in a 15% reduction in tax liability and a 20% increase in client satisfaction.
• Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients.
• Provided expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
• Managed a portfolio of 50+ corporate clients, preparing and filing their tax returns accurately and on time, resulting in a 95% client retention rate.
• Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.
• Provided ongoing tax planning and compliance advice to clients, resulting in a 10% increase in overall client satisfaction.
• Prepared and filed individual, corporate, and partnership tax returns for 200+ clients, ensuring compliance with all tax laws and regulations and achieving a 99% accuracy rate.
• Conducted regular tax projections and forecasts for clients, resulting in a 15% increase in tax savings and a 20% increase in client satisfaction.
• Stayed up-to-date on changes in tax laws and regulations, providing timely and accurate advice to clients and ensuring compliance with all new requirements.
• Tax planning and strategy development
• Tax law research and analysis
• Tax credit and deduction maximization
• IRS audit guidance and support
• Corporate tax return preparation and filing
• Client relationship management
• Tax compliance advice
• Individual and partnership tax return preparation
• Tax projections and forecasting
• Knowledge of current tax laws and regulations
• Attention to detail and accuracy
• Time management and organization
• Strong communication and interpersonal skills
• Problem-solving and critical thinking
• Adaptability and ability to stay current with industry changes

Top Skills & Keywords for Tax Preparer Resumes:

Hard skills.

• Tax Law Knowledge
• Tax Preparation Software Proficiency
• Financial Analysis
• Attention to Detail
• Communication Skills
• Organization and Time Management
• Customer Service
• Accounting Principles
• Research and Investigation
• Problem Solving
• Compliance and Regulations

Soft Skills

• Analytical Thinking
• Time Management and Prioritization
• Communication and Interpersonal Skills
• Customer Service Orientation
• Adaptability and Flexibility
• Problem Solving and Critical Thinking
• Ethics and Integrity
• Organization and Planning
• Teamwork and Collaboration
• Stress Management
• Technical Aptitude and Computer Skills

Resume Action Verbs for Tax Preparers:

• Communicated

Generate Your Resume Summary

Resume FAQs for Tax Preparers:

How long should i make my tax preparer resume, what is the best way to format a tax preparer resume, which keywords are important to highlight in a tax preparer resume, how should i write my resume if i have no experience as a tax preparer, compare your tax preparer resume to a job description:.

• Identify opportunities to further tailor your resume to the Tax Preparer job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for Tax Preparers:

Tax accountant, tax advisor, tax analyst, tax associate, tax consultant, tax manager, senior tax accountant.

• ResumeBuild
• Tax Preparer

5 Amazing tax preparer Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, tax preparer: resume samples & writing guide, employment history.

• Explain tax laws and regulations to clients
• Manage client deadlines and ensure timely filing of tax returns
• Advise clients on tax law changes and regulations
• Ensure compliance with all applicable tax laws
• Maintain client records and update information as needed
• Provide customer service to clients
• Maintain client confidentiality
• Prepare and file income tax returns
• Calculate taxes owed and prepare tax returns

Do you already have a resume? Use our PDF converter and edit your resume.

Pauline Evans

• Monitor changes in tax laws and regulations
• Perform data entry and maintain filing systems
• Identify potential deductions and credits to minimize tax liability
• Generate reports and other documents as requested
• Respond to inquiries from the Internal Revenue Service (IRS) and other government agencies

Victor White

• File tax returns electronically or by mail
• Research tax laws and regulations to ensure compliance with federal and state regulations

Hal Hawkins

• Review financial records to ensure accuracy
• Prepare and submit tax payments
• Prepare and distribute tax documents to clients

Gus Campbell

Professional summary.

• Answer client inquiries regarding tax preparation and filing

Not in love with this template? Browse our full library of resume templates

Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

tax preparer Job Descriptions; Explained

If you're applying for an tax preparer position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers. When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

tax preparer

• Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• Calculate form preparation fees according to return complexity and processing time required.
• Produced US and state income, gift tax and estate tax returns for individuals
• Take phone calls from clients and answer clients’ questions
• Advise clients in the tax preparation process
• Check tax documents and file tax returns for clients
• Ensure the confidentiality of each client
• Calculate, file and sign income tax returns
• Answer phones and take massages
• Courtesy calls
• Some cleaning
• Studied and received certification to prepare taxes for the 2017 tax season.
• Be knowledgeable on current tax laws to inform clients on the best ways to file.
• Greet clients and provide a professional and welcoming environment.
• Answering incoming phone calls and providing information for clients on their account and setting appointments.
• Placing outbound calls to clients to update them on accounts and to request additional information. 
• Prepare State and Federal income taxes for individuals and businesses to include self employment and itemizations.
• Send tax files to the State of Georgia and IRS.
• Prepare refund checks.
• Enter tax return information into computers for processing

tax preparer Job Skills

For an tax preparer position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Tax Preparation
• Microsoft Office
• Bookkeeping
• Accounting Principles
• Financial Analysis
• Tax Returns
• Spreadsheet Software
• Financial Reporting
• Tax Accounting
• Accounts Payable
• Accounts Receivable
• Reconciliation
• Payroll Processing
• Tax Software

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Strategic Thinking
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Computer Literacy
• Data Analysis
• Project Management
• Customer Service
• Presentation
• Written Communication
• Social Media
• Troubleshooting
• Quality Assurance
• Supervisory
• Risk Management
• Database Management
• Documentation
• Financial Management
• Visualization
• Business Acumen
• Process Improvement
• Relationship Management.

How to Improve Your tax preparer Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Quentin Martin

Include your contact information and job descriptions, missing job descriptions lessens your chances of getting hired..

• Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
• Keep job descriptions short but don't just list your jobs.
• Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your tax preparer Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Earl Robinson

• Answor client inquirys regarding tax preparation and filing
• Maintain client confedentiality
• Prepaire and file income tax returns.
• Answerr client inquieries regarding tax preparation and filing
• Manage client deadliness and ensure timely filing of tax returns
• Prepare and distrubute tax documents to clients.
• Answr client questions about tax preperation
• Reconcil financail statements and other docuemnts
• Prepair and distrubte tax docuemnts to clients

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history..

• When explaining gaps in your employment section, start by being honest.
• Elaborate on the gap and show that you never stopped learning.
• Explain and elaborate any gap in your work history by highlighting new skills.

tax preparer Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an tax preparer position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

To the Recruitment Team at UnitedHealth Group

I am a results-driven Tax Preparer with 5 years of experience in Administrative & Clerical. I am excited to submit my application for the Chief Tax Preparer role at UnitedHealth Group, where I believe I can make a valuable contribution to your team.

My life experiences have taught me the importance of hard work, dedication, and collaboration. Whether it was on the work, or just personally, I have always been committed to pursuing my goals with passion and tenacity. I am confident that throughout all of these years I have gained the skills and expertise necessary to succeed in this role and be a great asset for UnitedHealth Group. I am eager to join a team that shares my values and work towards a common goal.

Thank you for considering my application for the Chief Tax Preparer role at your organization. I am dedicated to continuous improvement, and elated about the opportunity to join your team and work towards achieving our shared goals together.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

Looking to explore other career options within the Administrative & Clerical field?

Check out our other resume of resume examples.

• Corporate Communications Resume
• Administration Resume
• Medical Billing Resume
• Tax Preparer Resume
• Student Worker Resume
• Secretary Resume
• Regional Manager Resume
• Project Specialist Resume
• Operations Assistant Resume
• Personal Assistant Resume
• Project Assistant Resume
• Office Manager Resume
• Office Assistant Resume
• Meeting Planner Resume
• Managing Director Resume
• Help Desk Resume
• Junior Project Manager Resume
• Front Desk Supervisor Resume
• Freelance Translator Resume
• Executive Secretary Resume
• Customer Support Resume
• Retail Resume
• Collections Specialist Resume
• Client Services Manager Resume
• Assistant Manager Resume
• Receptionist Resume
• Project Administrator Resume
• Program Coordinator Resume
• Inventory Resume

FIND EVERYTHING YOU NEED HERE.

IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.

4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)

If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...

Avoid These 3 Resume Mistakes at All Costs

Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...

Resume Design Tips and Tricks

Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...

Build your Resume in 15 minutes

Tax Preparer Resume Sample

The resume builder.

Create a Resume in Minutes with Professional Resume Templates

Work Experience

• · Prepare individual tax returns for Intuit customers
• · Partner with business to provide insights on customer feedback and experience
• · Verifying tax return accuracy
• · Potential for ongoing opportunities
• · Training provided
• · Competitive pay and employee discounts
• Experience preferably in sales, service and or tax preparation
• Good communication, interpersonal and customer services skills
• Basic knowledge of computer functions required
• Experience with: Journal Entries, reviewing Financial Reports, bank statements, monthly reporting, quarterly reporting, processing and assembling tax returns, sending out billing and scheduling appointments for main CPA
• Software: Accounting CS, Bookkeeping through QuickBooks
• Client recently updated from Creative Solutions to the new software: Accounting CS
• Prepare individual Federal and State corporate and partnership tax returns of varying complexities
• Assist in the preparation of quarterly and year-end tax estimates
• Draft response letters to IRS and state notices when needed
• Make adjusting entries, including adjustments to Quickbooks in order to prepare business returns
• Perform accounting/bookkeeping/payroll functions when needed
• Or busy seasons) within a public accounting firm
• Proficiency in using Tax Preparation Software
• Reconciling investment income and proceeds, that are paid to clients, to the 1099 Forms
• Validating client information that appears on forms
• Reconciling tax that is withheld from clients
• Communicating issues in detail and tracking them to resolution
• Developing and maintaining tracking spreadsheets
• Providing management with daily reports
• Collaborating with internal teams and vendors to ensure timely and accurate reporting

Professional Skills

• Outstanding interpersonal skills fostering client and internal relationships; excellent analytical, organizational, and written/verbal communication skills
• Demonstrated critical thinking, well-developed problem solving skills, and ability to work independently
• Strong communication skills both in writing and verbally
• Strong analytical skills, with attention to detail and multi-tasking capabilities
• Exceptional organizational and time management skills; including the ability to meet deadlines
• Has prior experience in a CPA Firm setting

How to write Tax Preparer Resume

Tax Preparer role is responsible for customer, interpersonal, computer, tax, retail, basic, compliance, standards, filing, preparation. To write great resume for tax preparer job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Tax Preparer Resume

The section contact information is important in your tax preparer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Tax Preparer Resume

The section work experience is an essential part of your tax preparer resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous tax preparer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular tax preparer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Tax Preparer resume experience can include:

• Experience of corporation tax compliance within a group context, with appreciation/experience of interest restrictions, loss restrictions, simplified arrangements for group relief and Transfer Pricing
• Communicate effectively to identify the best product or service to match the needs of the customer
• Exceptional communication skills with clients and colleagues
• Exceptional communication, organization and research skills
• Impeccable mathematics skills
• Seeking professionals with 1-year+ Corporate Income Tax and/or Public Accounting experience

Education on a Tax Preparer Resume

Make sure to make education a priority on your tax preparer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your tax preparer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Tax Preparer Resume

When listing skills on your tax preparer resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical tax preparer skills:

• Strong computer skills and prior tax software experience
• Good communication, leadership, interpersonal and customer services skills
• Good computer skills and ability to quickly learn new software
• Demonstrate competency in technical skills, work quality, and time management
• Excellent organisation and time management skills with a focus on compliance deadlines
• Able to multitask efficiently and effectively LI-HD#

List of Typical Experience For a Tax Preparer Resume

Experience for seasonal tax preparer resume.

• Previous experience preparing fiduciary tax returns
• Tax experience
• Related work experience as a Tax Preparer
• Experience of Individual tax preparation in an commercial environment
• Be consistently accurate, organized, and able to prioritize and meet deadlines for multiple engagements at once
• Experience with tax prep
• Previous experience with preparation of taxes

Experience For Corporate Tax Preparer Resume

• Assist with year-end consolidation process and review output
• Previous personal income tax preparation experience
• Review financial records such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return
• Partnership tax experience
• Experience in the preparation of 1040, 1041, 105, 1120 and 1120S
• Strong knowledge of multiple Tax software’s and advanced Excel

Experience For Seasonal Tax Preparer / Reviewer Resume

• ProSeries software experience
• Heavy knowledge and experience with 1040s
• Experience in tax
• Experience with OneSource tax preparation software highly desired
• Tax Preparation experience

Experience For Experienced Form Tax Preparer Resume

• 2-5 years current experience
• Understanding of bookkeeping and record keeping practices on a manual and/or computerized system(s)
• Preparing and reviewing individual and corporate tax returns (1040s, 1065, K-1, 1120s)
• Assisting with distribution/ mailing of returns
• Reviewing and preparing complex individual, trust and business returns
• Filing personal tax forms (T1's)
• Preparing 1040 tax returns and basic business returns
• Understanding and comprehension of federal and state income tax laws
• Working with 990, 1040, 1065 and 1120 tax forms

Experience For Senior Tax Preparer Resume

• Preparing personal income tax returns
• Preparing of T4 and T5 income tax slips for our corporate clients
• Contacting clients for additional information, if needed, to complete accurate tax return
• Managing client engagements to ensure expectations are set and met
• Working knowledge of BNA tax software
• Working knowledge of BNA-CCM / BNA-RAA
• Bring an Entrepreneurial point of view to the Auditor role
• Working knowledge of SAP and HFM

Experience For Corporate Income Tax Preparer Resume

• Obtaining all required signatures
• Reviewing the finished product with the customer
• Collecting customer data
• Processing tax returns
• Answering client calls via our national call center routing system

Experience For Fiduciary Tax Preparer Resume

•  Typing, sitting, standing, and walking
• Responsible for preparing complete and accurate personal tax returns while delivering outstanding customer service
• Prepare business tax returns utilizing information provided by clients by reviewing client information and inputting into tax preparation software
• Responsible for preparing complete and accurate tax returns while delivering outstanding client service
• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables
• Fulfills ongoing tax training and testing requirements
• Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documenation, and comply with filing due dates

Experience For Seasonal Individual Tax Preparer Resume

• Participate in training, continuing education, direction, motivation and feedback with other employees
• Explain billing invoices and accounting policies to staff, vendors and clients
• Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
• Data entry, filing, and maintaining specific tax documents
• Scan documents, creating and maintaining both electronic and paper client files
• Corporate and individual tax returns, finalizing trial balances, working on balance sheets, Lacerate, Quickbooks
• Competent user of Microsoft Word, Excel, Outlook, as well as being proficient in keyboarding and ten-key utilization
• Calculate form preparation fees according to return complexity and processing time required

Experience For High Net Worth Tax Preparer Resume

• Prepare tax returns using electronic filing software
• Prepare individual tax returns utilizing the information provided by the clients, and inputting into tax preparation software
• Grow the business by promoting services and expanding client base
• Help grow the business by promoting services and establishing clientele
• Office hours are 8am - 5pm Mon-Fri, flexibility in working hours during work periods is critical
• Consult with clients concerning tax planning and resolution of tax issues

Experience For Personal Tax Preparer Resume

• Knowledge of tax accounting and year end processes would be beneficial
• Proficient in MS Office applications - including Excel at an intermediate level
• Timely final delivery of statements and returns according to the Firm’s standards
• Obtain proper filing extensions when necessary
• Participates in call campaigns and other marketing activities
• Work under pressure, in a fast-paced working environment
• Participate in networking events and organizations
• Resolve accounting discrepancies and irregularities

List of Typical Skills For a Tax Preparer Resume

Skills for seasonal tax preparer resume.

• Prior professional tax preparation experience
• Develop strong working relationships with clients while focusing on serving current needs and anticipating future needs
• Experience working with or exposure to accounting and tax software such as Profile, Quickbooks and Simply Accounting is beneficial
• Experience working with or exposure to accounting and tax software such as Profile, TaxPrep, TaxCycle, Quickbooks and Simply Accounting is beneficial

Skills For Corporate Tax Preparer Resume

• Skillful at managing a variety of assignments simultaneously while tracking and completing necessary follow-up
• Experience preparing varying schedules (A, B, C, D, E, both rentals and K-1 income, and F) are desirable
• Previous experience utilizing any tax accounting software
• Accounting experience working with privately held businesses
• Responsible for overseeing and assisting in the prioritization of client work load
• Recent or current experience servicing High Net Worth clients
• Experience with and working knowledge of VITA
• Experience preparing complex 1040 tax returns
• Sales and marketing experience

Skills For Seasonal Tax Preparer / Reviewer Resume

• 4+ progressive accounting experience
• Tax preparation experience in public accounting required
• Experience working with one of the major tax preparation software packages such as TaxWise, Intuit ProConnect, TaxSlayer Pro, or Drake
• Experience working in ProFx Tax and/or GoFileRoom highly desired
• Solid understanding of tax law, common IRS forms, and display an ability to conduct tax research
• Lacerte, workflow, and client time tracking software experience
• Experience completing complex returns

Skills For Experienced Form Tax Preparer Resume

• Experience in preparing taxes
• Deliver excellent customer assist with consulting services
• Create an outstanding customer experience
• Demonstrate integrity when working with customers, company policy, monetary transactions, product supply, and work relationships
• Maintain excellent working relationships with staff/team members
• Prioritize and manage multiple assignments of varying sizes and complexity within given time frame and budget
• Experience preparing taxes, individual, corporations etc

Skills For Senior Tax Preparer Resume

• Previous experience working with TaxPrep software
• Individual and business tax preparation experience (including Schedule K-1)
• Experience utilizing ProSeries and QuickBooks
• 6 months of tax preparing experienceREQUIRED
• Experience working as a Corporate Tax Preparer

Skills For Corporate Income Tax Preparer Resume

• Solid Tax background (Compliance; Corporate; Individual; Partnership; Trust/Estate)
• Tax preparation experience for High Net Worth clients
• Previous Tax experience (Compliance and Individual)
• Experience with a wide variety of tax practices
• Highly skilled in QuickBooks
• Relevant experience in lieu of education

Skills For Fiduciary Tax Preparer Resume

• Prioritize and organize multiple tasks at once
• Experience in tax preparation
• Two (2) to three (3) years experience with the preparation of tax returns
• Two (2) to three (3) years experience with the preparation of personal tax returns
• At least two years’ experience with the preparation of personal tax returns
• Proven ability to give and receive constructive criticism

Skills For Seasonal Individual Tax Preparer Resume

• 2+ years of job related experience
• Multitask and prioritize tasks needed to be done in a timely manner
• Lacerte and ProSeries experience
• Experience in client tax preparation
• Strong attention to detail and ability to follow strict tax laws
• Multi-task, remain calm, prioritize, and stay organized under deadlines

Skills For High Net Worth Tax Preparer Resume

• Tax preparation and QuickBooks experience is required
• Review tax returns for accuracy prior to submittal
• Experience in amended returns
• Previous tax preparer experience required
• Corporate income tax experience
• Experience in preparation of Schedule A,C,D,E and 2106

Skills For Personal Tax Preparer Resume

•  Strong attention to detail and accuracy
• Multiple tax software experience
• Corporate tax preparation experience required
• Strong attention to detail and accuracy
• Experience with QuickBooks and ProSeries
• Experience in tax preparation, specifically with individual taxes

List of Typical Responsibilities For a Tax Preparer Resume

Responsibilities for seasonal tax preparer resume.

• Ensure client confidentiality by following all company procedures regarding information handling
•  Answering client calls via our national call center routing system
•  Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
•  Participates in call campaigns and other marketing activities
• Knowledge of basic accounting concepts involved in tax return preparation ideal, but not required
• Research tax planning policies
• Works with taxpayer by email and phone to secure information needed for completing tax return

Responsibilities For Corporate Tax Preparer Resume

• Availability and commitment to work overtime as required during tax season
• Compute taxes owed and prepare personal tax returns (and other tax compliance slips) ensuring compliance with government standards
• Responsible for preparing complete and accurate Canadian and U.S. individual and trust tax filings
• Preparation of individual tax returns including federal, state and city returns
• High-volume tax processing abilities
• Develop and maintain business relationships with new and existing customers
• Provide marketing efforts to solicit and promote new business inside and outside of the retail store
• Presents the Company's value proposition to clients concerning various company products and services
• Prepare Individual income tax returns during pre-scheduled appointments with clients

Responsibilities For Seasonal Tax Preparer / Reviewer Resume

• Review tax return with clients so they have a full understanding of their tax return
• Able to assist tax clients with future tax planning
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
• Answer questions and provide future tax planning to clients
• Compute taxes owed by following tax code
• Prepare or assist in preparing simple to complex tax returns for individuals

Responsibilities For Experienced Form Tax Preparer Resume

• Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
• Prepare UK corporation tax returns from data provided by the business, working with the business to clear any queries raised
• Assist with the corporation tax administration – group payment arrangement, simplified arrangements, tracking entities etc
• Preparation and filing of Federal Forms 1099, 1041, 5227, 990, 990-PF's, and 990-EZ's
• Preparation and filing of State Fiduciary Forms
• Preparation and filing of Fiduciary Estimates
• Assist with sales and marketing efforts
• Calculate form preparation fee according to complexity of return and amount of time required to prepare forms

Responsibilities For Senior Tax Preparer Resume

• Proficiency with accounting and tax software at an intermediate to advanced level is mandatory!
• Willingness to work increased hours as a team player during peak cycles
• Knowledge of QuickBooks or other accounting software
• Prepare monthly billing statements and monitor budgets
• BA in Accounting, Finance and/or Taxation

Responsibilities For Corporate Income Tax Preparer Resume

• Proficiency in filing corporate and individual tax returns
• Perform additional office and marketing tasks as assigned
• Bachelors in Accounting/Finance or related
• Proficient in Microsoft Office Suite including Excel and Word
• Self-motivated "think on your feet" when working and a "can do" approach
• Capable of managing projects and client work self-sufficiently
• Comfortable interacting with clients
• Complete understanding of information needed to file a tax return
• Work with long tenured clients in a small office setting

Responsibilities For Fiduciary Tax Preparer Resume

• Bachlor's in Accounting
• Adhere to the firm’s written tax practice standards and the firm’s 1040 Procedure Manual
• Provide feedback to managers as part of firm’s continuous improvement strategy
• Availability to work late January 2017 through mid-April 2017
• Perform all work in compliance with the firm’s policies and procedures
• Prepare individual (1040), business (1065), corporation (1120/1120s) income tax returns
• Prepare business tax returns

Responsibilities For Seasonal Individual Tax Preparer Resume

• Contact clients by phone or email and continually interact with peers and supervisors to gather and prepare information
• Prepare, provide tax compliance and tax advisory services to individuals, partnerships, S corporations and corporations in a variety of industries
•  Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
•  Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
•  Answers questions and provide future tax planning to clients
•  Consults tax law reference materials to determine procedures for preparation of atypical returns
•  Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
•  Researches tax related questions and issues, and responds to clients appropriately and within a timely manner

Responsibilities For High Net Worth Tax Preparer Resume

•  Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
•  Audits all tax return forms for accuracy and completeness (i.e., client signatures)
•  Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns
•  Monitors on-site client volume and advises supervisor when additional tax preparers are required
• Enter client data into tax prep software
• Adaptable to new technology and ability to work in a paperless environment
• Availability to work February 2018 through mid-April 2018
• Mentor and coach tax preparer team; act as a lead

Responsibilities For Personal Tax Preparer Resume

• Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application.Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
• Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns
• Monitors on-site client volume and advises supervisor when additional tax preparers are required

Related to Tax Preparer Resume Samples

Tax advisory resume sample, tax auditor resume sample, tax technology resume sample, state & local tax resume sample, administrator payroll resume sample, pay analyst resume sample, resume builder.

V. I. Lenin

Report on the tax in kind.

Report on the Tax in Kind Delivered at a Meeting of Secretaries and Responsible Representatives of R.C.P.(B.) Cells of Moscow and Moscow Gubernia

April 9, 1921 [1]

Written: 9 April, 1920 First Published: Pravda Nos. 81, 82 and 83, April 15, 16 and 17, 1921; Published according to the Pravda text Source: Lenin’s Collected Works , 1st English Edition, Progress Publishers, Moscow, 1965, Volume 32 , pages 286-298 Translated: Yuri Sdobnikov Transcription\HTML Markup: David Walters & R. Cymbala Copyleft: V. I. Lenin Internet Archive (www.marx.org) 2002. Permission is granted to copy and/or distribute this document under the terms of the GNU Free Documentation License

Comrades, one hears the most varied and highly confusing opinions on the question of the tax in kind and the change in our food policy, and also on the Soviet government’s economic policy. Permit me, by arrangement with Comrade Kamenev, to share our subjects in such a way that he will give a detailed outline of the laws which have just been issued. This will be all the more appropriate for he chaired the commission which was appointed by the Party’s Central Committee and later endorsed by the Council of People’s Commissars, and which drew up all the recent laws at a number of conferences with representatives of the departments concerned. The last of these laws was issued yesterday, and we saw it in the newspapers this morning. There is no doubt that each of these laws raises a number of practical questions, and it will take some work to familiarise all the local Party and Soviet workers with them and to devise the proper methods of applying them in the localities.

I should like to draw your attention to their general significance, or the principle behind them. How are we to explain the fact that the Soviet government and the dictatorship of the proletariat are about to accept some freedom of trade? To what extent can unrestricted trade and individual enterprise be permitted side by side with the socialist economy? To what extent can we permit such a revival of capitalism, which may seem to be inevitable with a free market, however restricted? What has called forth this change? What is its real meaning, character and significance? And how should members of the Communist Party understand it? How is it to be explained, and what are the limits of its practical application? This, approximately, is the task I have set myself.

The first question is: what has called forth this change, which many think to be too drastic and not sufficiently justified?

The fundamental and principal reason for the change is the extraordinarily acute crisis of peasant farming, and its very difficult condition, which has proved to be much harder by the spring of 1921 than could have been expected. On the other hand, its consequences have affected the restoration of our transport system and of our industry. I should like to point out that most mistakes on the question of substituting the tax in kind for the surplus-grain appropriation system, and on the significance of the change, are made because there is no effort to analyse the nature of the change and its implications. Here is a picture of peasant farming by the spring of 1921: an extremely severe crisis caused by the war-time ruin and aggravated by a disastrous crop failure and the resultant fodder shortage (for the failure also affected the hay crop) and loss of cattle; and the weakening of the productive forces of peasant farming, which in many places was doomed to utter ruin. And here we come to this question: what is the connection between this terribly acute crisis of peasant farming and the Soviet government’s abolition of the surplus-grain appropriation system? I say that if we are to understand this measure we must ask ourselves: what is the transition we are making?

In the event of a workers’ revolution in a country with a predominantly peasant population, with the factories, works and railways taken over by the working class, what, in essence, should be the economic relations between the working class and the peasantry? They should obviously be the following: the workers producing in the factories and works, which now belong to them, all that is necessary for the country—and that means also for the peasants, who constitute the majority of the population—should transport all these things on their railroads and river vessels and deliver them to the peasants, in return for the surplus agricultural produce. This is absolutely obvious and hardly requires detailed explanation although it is constantly forgotten in the tax discussions. But it should be borne in mind, because if we are to explain the significance of the tax in kind, which is only a transitional measure, we must have a clear understanding of what we want to achieve. What I have said makes it clear that we do not want the peasants’ products to be delivered to the workers’ state as appropriations of surplus grain, or a tax. We want them in exchange for all the goods the peasants need delivered to them by our transport system. We must have such an arrangement. It is a basis for the economy of a country which has adopted socialism. If peasant farming is to develop, we must also assure its transition to the next stage which must inevitably be one of gradual amalgamation of the small, isolated peasant farms—the least profitable and most backward—into large-scale collective farms. That is how socialists have always visualised it, and that is exactly how our own Communist Party sees it. I repeat, the greatest source of error and confusion is in appraising the tax in kind without making allowance for the specific features of the transitional measures which we must take, if we are to attain the goals which we can and must reach.

What, then, is the tax in kind? It is a measure in which we see something of the past and something of the future. A tax is something the state takes from the population without compensation. If it is fixed at approximately one half of last year’s rate of surplus-grain appropriations it alone will not suffice for the workers’ state to maintain its Red Army, the whole of industry, and the whole of the non-agricultural population, and to develop production and relations with foreign countries, whose assistance in the way of machinery and equipment we need. On the one hand, the workers’ state wants to rely on the tax at approximately one-half the surplus-grain appropriations rate, and on the other, on the exchange of manufactured goods for the surplus products of peasant farming. Hence, the tax contains a moiety of the old appropriation system and a moiety of that which is the only correct system, namely, the exchange of the manufactures of big socialist factories for the products of peasant farming through the medium of food supply organisations of the working-class state and workers’ and peasants’ co-operative societies.

Why are we compelled to resort to a measure of which a moiety belongs to the past and a moiety only is put on proper lines? After all, we are not at all sure that we shall be able to put it on proper lines at once, or that it will be at all considerable. Why are we compelled to resort to such a half-measure? Why must we rely on such measures in our food and economic policy? What is it that makes it imperative? Everyone knows, of course, that it is not the Soviet government’s preference for some particular policy. It is the grinding need and the desperate situation. You know that for several years after the victory of the workers’ revolution in Russia, after the imperialist war, we had to endure a civil war, and it is now no exaggeration to say that Russia suffered more than any other country involved in the imperialist war, including those which had suffered because it was fought on their territory. For after four years of imperialist war we endured three years of civil war, which brought more havoc and industrial dislocation than any external war, because it was fought in the very heart of the country. This terrible devastation is the main reason why initially during the war—particularly when the Civil War cut us off from grain areas, like Siberia, the Caucasus and the whole of the Ukraine, and from our supplies of coal and oil, and reduced our possibilities of obtaining other types of fuel—we could hold out—in a besieged fortress—only through the surplus-grain appropriation system, that is, by taking from the peasant whatever surplus produce was available, and sometimes even a part of his necessaries, in order to keep the army in fighting trim and to prevent industry from going to pieces altogether. During the Civil War, this problem was one of extraordinary difficulty, and was declared insoluble by all the other parties. Take the Mensheviks and Socialist-Revolutionaries, i.e., the parties of the petty bourgeoisie and the kulaks. At the most acute moments of the Civil War they did the most shouting about the Bolsheviks’ having undertaken a crazy task, and the impossibility of holding out when all the powers were assisting the whiteguards. Indeed, the problem was one of exceptional difficulty, and called for a supreme effort. It was successfully solved only because of what, you might say, was the superhuman sacrifices on the part of the working class and the peasantry. The working class never suffered such malnutrition, such starvation, as it did in the first years of its dictatorship. This naturally left as the only alternative the appropriation system, which meant taking from the peasant all of his surplus and a part of his necessaries. He was told: “You, too, will have to go hungry for a while, but together we shall save our cause and drive off Denikin and Wrangel.” That was the only conceivable solution.

This was not an economic system or an economic plan for a policy, adopted from a number of possible choices. That was not the case at all. We could not think of restoring industry without ensuring a minimum of food and fuel. Appropriation of surpluses without remuneration—because you can’t call paper currency remuneration—was the only answer to the task we set ourselves to preserve the remnants of industry, to keep the workers from dispersing altogether, and to maintain the army. We had no other way out. That is what we are discarding, and I have already told you what we are adopting. The tax is to help us make the transition. If it were possible to restore our industry faster, then perhaps, with a better harvest, we could make an earlier transition to the exchange of manufactured goods for agricultural products.

Many of you may remember that the question of switching efforts to the economic front was raised at the Ninth Party Congress. At the time, all attention was focused on it. We thought that we had finished with the war: after all, we did offer bourgeois Poland incredibly favourable peace terms. But the peace was disrupted, and there followed the Polish war and its sequel—Wrangel, etc. The period between the Ninth and the Tenth congresses was almost entirely a period of war. You know that we signed a final peace treaty with the Poles only very recently; and a few days ago we signed a peace agreement with the Turks, which alone will rid us of interminable wars in the Caucasus. We have only now concluded a trade agreement with Britain, which is of world-wide significance. Only now has Britain been compelled to enter into commercial relations with us. America, for example, still refuses to do so. This will give you an idea of how hard it was for us to extricate ourselves from the war. Had we been able to realise the anticipations of the Ninth Congress right away, we would, of course, have been able to provide a much larger quantity of goods.

Today I had a visit from Comrade Korolyov of Ivanovo-Voznesensk, our most industrial, proletarian, Red gubernia. He gave me some facts and figures. In the first year only six factories were in operation, and not one of them ran for a month without stoppages. Industry was grinding down to a standstill. During the past year, 22 factories were started for the first time, some running for several months, others up to half a year, without stoppages. The planned target was set at 150 million arshins, and according to the latest figures they produced 117 million arshins, getting only half the fuel they had been allocated. That is how production plans were disrupted, not only in Ivanovo-Voznesensk, but all over Russia. This was due to a large extent to the decline of peasant farming, to loss of cattle, and the impossibility of transporting a sufficient quantity of firewood to the railway stations and river wharves, all of which gave Ivanovo-Voznesensk less firewood, less peat, and less oil than it should have had. The miracle is that, with only half the fuel they should have got, they turned out 117 million arshins of the planned 150 million. They increased the productivity of labour and transferred the workers to the best factories, obtaining a high percentage of output. Here is a pretty good example, on our own doorstep, illustrating our position. The Ninth Congress fixed the textile target output at over 600 million arshins, but we produced less than one-third of this because even Ivanovo-Voznesensk Gubernia, which proved to be the best, made only 117 million arshins. Picture to yourselves Russia’s millions and these 117 million arshins of cotton goods! This is poverty! The rehabilitation of industry lagged on such a scale that by the spring of 1921 it seemed to be quite hopeless. We had to have a huge army, and it was built up to several millions. Because of the dislocation of transport, it was very hard to demobilise it quickly in the winter. We did it only by a supreme effort.

That was the situation we faced. Was there any other way out but to cut food appropriations to the limit, taking 240 million poods of grain instead of 423 million? That is the least we must collect with a medium harvest, if we are to get by. If we are to have more, we must give peasant farming an opportunity to revive. This requires some measures, and the best one, of course, would be to restore large-scale industry. The best and the only economically correct measure would be to increase industrial output and give the peasant more of the things he needs, not only cotton goods for the farmer and his family, but also badly needed machines and implements, even if they are of the simplest kind. But the metal industry was in the same state as the textile industry. That was the situation we faced. We failed to restore industry after the Ninth Congress because we were hit by a year of war, fuel shortage, lack of transport facilities, and the prostration of peasant farming. What can be done to give the utmost assistance to peasant farming? Only a reduction of food appropriations and their conversion into a tax of 240 million poods, given a medium harvest, and even less, if the harvest is bad. The peasant must be sure that after paying a certain amount, fixed at the minimum level, he will be absolutely free to grow as much as he can and use the rest of his products to get what he needs and improve his farm not only with the help of industry, which would be the best and most rational way, but would take more resources than we now command. The tax is fixed at the minimum, and its enforcement in the localities will stimulate small industry, for we cannot set large-scale industry to rights as soon as we should like. This has been proved by the Ivanovo-Voznesensk programme, which yielded the largest portion of what we had planned for. We must wait another year until fuel stocks are large enough to ensure the operation of all the factories. We shall be lucky to do it in a year, or even two. Can we assure the peasant of supplies? We can, if the harvest turns out to be a good one.

When the question of the tax in kind was being decided at the Party Congress the delegates were given a pamphlet by Comrade Popov, Director of our Central Statistical Board, on grain output in Russia. An enlarged edition will be published within a few days, and all of you should read it. It gives an idea of grain production, with the figures calculated from the returns of our census, which gave us the exact figures of the population and an estimate of the size of farms. It says that with a yield of 40 poods per dessiatine, peasant farming on Soviet Russia’s present area could provide 500 million poods of surplus grain that would cover the 350 million poods required by the urban population and leave us a fund for foreign trade and the improvement of peasant farming. The harvest was so bad that the yield was no more than an average of twenty-eight poods per dessiatine. This produced a deficit. If we accept the statisticians’ figure of requirements at eighteen poods per head, we must subtract three poods per head and oblige every peasant to go on short rations in order to keep the army and the industrial workers on half-rations. In that situation, we could do nothing but reduce the surplus appropriations to a minimum and convert them into a tax. We must concentrate on improving small peasant farming. We had no cotton goods, machines or other goods produced by large factories to give the peasant farmers, but it is a problem requiring urgent solution, and we have to solve it with the aid of small industry. We should have some results from the new measure this very first year.

Now, why is peasant farming the focus? Because it alone can give us the food and the fuel we need. If the working class, as the ruling class exercising its dictatorship, wants to run the economy properly, it must say: the crisis of peasant farming is the weakest spot. It must be remedied, and another start made on the revival of large-scale industry, 90 that in Ivanovo-Voznesensk district, for instance, all 70 factories—and not just 22—are running again. These large factories will then satisfy national demand, and the working class will deliver the goods to the peasants in exchange for farm produce, instead of taking it in the form of a tax. That is the transition we are making, and the price is short rations all round, if we are to save those who alone can keep what is left of industry and the railways going, and the army in the field to fight off the whiteguards.

Our grain appropriations-were maligned by the Mensheviks, who said that the Soviet power had given the population nothing but grain appropriations, want and destruction. They gloated over the fact that after the partial restoration of peace, after the end of the Civil War, the swift rehabilitation of our industry had proved to be impossible. But even the richest countries will take years to get their industry going full blast again. Even a rich country like France will take a long time to revive her industry, and she did not suffer as much from the war as we did, because only a small part of her territory was devastated. The astonishing thing is that in the first year of a partial peace we were able to start 22 factories out of 70 in Ivanovo-Voznesensk, and to produce 117 million arshins of cotton goods out of an anticipated 150 million. The grain appropriations had once been inevitable, but now we have had to change our food policy: we have had to switch from the surplus appropriation system to the tax. This will undoubtedly improve the peasant’s condition, and give him an assurance and a sense of certainty that he will be free to exchange all his available grain surplus at least for local handicraft wares. This explains why the Soviet government must conduct an economic policy on these lines.

Now, in conclusion, let me explain how this policy can be reconciled with the communist standpoint and how it has come about that the communist Soviet power is promoting a free market. Is it good from the standpoint of communism? To answer this question we must make a careful examination of the changes that have taken place in peasant farming. First, we witnessed the assault of the whole of the peasantry on the rule of the landowners, who were fought both by the poor peasants and the kulaks, although, of course, their motives were different: the kulaks wanted to take the land away from the landowners to develop their own farms. That was when it became clear that the kulaks and the poor peasants had divergent interests and aims. In the Ukraine, this divergence of interests is still much more in evidence than it is over here. The poor peasants could derive very little direct benefit from the transfer of land from the landowners to themselves, because they had neither the materials nor the implements. We find the poor peasants organising to prevent the kulaks from seizing the land taken away from the landowners. The Soviet government helped the Poor Peasants’ Committees that sprang up in Russia and in the Ukraine. [2] As a result, the middle peasants have become the predominant element in the rural areas. We know this from statistics, and everyone who lives in the country knows it from his own observations. The extremes of kulak and poor have been rounded off, and the majority of the population have come closer to the status of the middle peasant. If we want to raise the productivity of our peasant farming we must reckon chiefly with the middle peasant. The Communist Party has had to shape its policy accordingly.

Since the middle peasants now predominate in the rural areas, we must help them to improve their farming; moreover, we must make the same demands on them as we do on the workers. The principal question discussed at the last Party Congress was that of food propaganda: concentrate on the economic front, raise the productivity of labour and increase output. No progress is possible unless these tasks are fulfilled. If we say this to the worker, we must say as much to the peasant, but will demand in return that, after paying the tax, he should enlarge his farm, in the knowledge that no more will be exacted from him and that he will be free to use the whole of his surplus to develop his farm. Consequently, the change in policy in respect of the peasants is due to the change in their status. There are more middle peasants in the make-up of the rural areas and we must reckon with this, if we are to boost the productive forces.

Let me also remind you of the arguments I had with the “Left Communist” group in 1918, after the conclusion of the Brest-Litovsk peace. [3] Those who were in the Party at the time will remember that some Communists feared that the conclusion of the Brest Peace would disrupt all communist policy. In the course of the argument with these comrades I said, among other things: State capitalism is nothing to fear in Russia; it would be a step forward. That sounded very strange: How could state capitalism be a step forward in a Soviet socialist republic? I replied: Take a close look at the actual economic relations in Russia. We find at least five different economic systems, or structures, which, from bottom to top, are: first, the patriarchal economy, when the peasant farms produce only for their own needs, or are in a nomadic or semi-nomadic state, and we happen to have any number of these; second, small commodity production, when goods are sold on the market; third, capitalist production, the emergence of capitalists, small private capital; fourth, state capitalism, and fifth, socialism. And if we do take a close look we shall find all these relations in Russia’s economic system even today. In no circumstances must we forget what we have occasion to see very often, namely, the socialist attitude of workers at state factories, who collect fuel, raw materials and food, or try to arrange a proper distribution of manufactured goods among the peasants and to deliver them with their own transport facilities. That is socialism. But alongside is small enterprise, which very often exists independently of it. Why can it do so? Because large-scale industry is not back on its feet, and socialist factories are getting perhaps only one-tenth of what they should be getting. In consequence, small enterprise remains independent of the socialist factories. The incredible havoc, the shortage of fuel, raw materials and transport facilities allow small enterprise to exist separately from socialism. I ask you: What is state capitalism in these circumstances? It is the amalgamation of small-scale production. Capital amalgamates small enterprises and grows out of them. It is no use closing our eyes to this fact. Of course, a free market means a growth of capitalism; there’s no getting away from the fact. And anyone who tries to do so will be deluding himself. Capitalism will emerge wherever there is small enterprise and free exchange. But are we to be afraid of it, if we have control of the factories, transport and foreign trade? Let me repeat what I said then: I believe it to be incontrovertible that we need have no fear of this capitalism. Concessions are that kind of capitalism.

We have been trying hard to conclude concession agreements, but, unfortunately, have not yet concluded a single one. Nevertheless, we are nearer to them now than we were several months ago, when we last discussed concessions. What are concessions from the standpoint of economic relations? They are state capitalism. The Soviet government concludes an agreement with a capitalist. Under it, the latter is provided with certain things: raw materials, mines, oilfields, minerals, or, as was the case in one of the last proposals, even a special factory (the ball-bearing project of a Swedish enterprise). The socialist state gives the capitalist its means of production such as factories, mines and materials. The capitalist operates as a contractor leasing socialist means of production, making a profit on his capital and delivering a part of his output to the socialist state.

Why is it that we badly need such an arrangement? Because it gives us, all at once, a greater volume of goods which we need but cannot produce ourselves. That is how we get state capitalism. Should it scare us? No, it should not, because it is up to us to determine the extent of the concessions. Take oil concessions. They will give us millions of poods of paraffin oil right away, and that is more than we produce ourselves. This is to our advantage, because in exchange for the paraffin oil—and not paper money—the peasant will give us his grain surplus, and we shall immediately be able to improve the situation in the whole country. That is why the capitalism that is bound to grow out of a free market holds no terrors for us. It will be the result of growing trade, the exchange of manufactured goods, even if produced by small industry, for agricultural produce.

Today’s law tells you that workers in some industries are to be issued a certain part of the articles manufactured in their factories in the form of a bonus in kind which they can exchange for grain. For example, provided they satisfy the requirements of the state, textile workers will receive a part of the textile goods they manufacture and will be able to exchange them for grain. This must be done to improve the condition of the workers and of the peasants as soon as possible. We cannot do this on a nation-wide scale, but it must be done at all costs. That is why we do not shut our eyes to the fact that a free market entails some development of capitalism, and we say: This capitalism will be under the control and surveillance of the state. We need have no fear of it because the workers’ state has taken possession of the factories and railways. It will help to stimulate the economic exchange of peasant produce for the manufactures of neighbouring craftsmen, who will satisfy some, if not all, of the peasants’ requirements in manufactured goods. The peasant economy will improve, and that is something we need to do desperately. Let small industry grow to some extent and let state capitalism develop—the Soviet power need have no fear of that. We must face the facts squarely and call a spade a spade, but we must also control and determine the limits of this development.

Concessions are nothing to be afraid of. There is nothing terrible about giving the concessionaires a few factories and retaining the bulk in our own hands. Of course, it would be absurd for the Soviet power to hand out the bulk of its property in the form of concessions. That would not be concessions, but a return to capitalism. There is nothing to fear in concessions so long as we retain possession of all the state enterprises and weigh up exactly and strictly the concessions we grant, and the terms and scale on which we grant them. Growing capitalism will be under control and supervision, while political power will remain in the hands of the working class and of the workers’ state. The capital which will exist in the form of concessions and the capital which will inevitably grow through the medium of the co-operatives and a free market, have no terrors for us. We must try to develop and improve the condition of the peasantry, and make a great effort to have this benefit the working class. We shall be able to do all that can be done to improve peasant farming and develop local trade more quickly with concessions than without them, while planning our national economy for a much faster rehabilitation of large-scale socialist industry. We shall be able to do this more quickly with the help of a rested and recuperated peasant economy than with the absolutely poverty-stricken peasant farming we have had up to now.

That is what I have to say on the communist appreciation of this policy, on why it was necessary, and why, if properly applied, it will bring improvement immediately, or, at all events, more quickly than if it had not been applied.

[1] The meeting was called by the Moscow Party Committee to explain the decisions of the Tenth Party Congress. It took place at Trade Union House, and was also attended by the Moscow Bolsheviks who had taken part in liquidating the Kronstadt counter-revolutionary mutiny, and the volost activists working among Moscow Gubernia peasant women. The report on the tax in kind was given by Lenin.

[2] The Poor Peasants’ Committees were set up under the June 11, 1918 decree of the All-Russia Central Executive Committee, “On the Organisation and Supply of Poor Peasants”. They were to take stock of the food stored on peasant farms; to uncover surplus food on kulak farms, and to help the Soviet food supply bodies in requisitioning such surpluses and distributing them among the poor peasants. They were also to distribute farming machines, manufactured goods, etc. The committees actually became organs of the proletarian dictatorship in the villages. Their activity embraced all spheres of work and signified the further development of the socialist revolution in the countryside. At the end of 1918, after they had fulfilled their tasks, the committees were merged with volost and village Soviets.

In the Ukraine, they existed from 1920 to 1933, uniting land starved and landless peasants.

[3] The Peace Treaty of Brest-Litovsk between Soviet Russia and the powers of the Quadruple Alliance (Germany, Austria-Hungary, Bulgaria and Turkey) was signed in Brest-Litovsk on March 3, 1918, and ratified by the Extraordinary Fourth All-Russia Congress of Soviets on March 15. The terms of the treaty were extremely onerous for Soviet Russia: Germany and Austria-Hungary secured almost complete control over Poland, nearly the whole of the Baltic area, and a part of Byelorussia; the Ukraine seceded from Soviet Russia and became a German dependency; the cities of Kars, Batum and Ardagan were ceded to Turkey. In August 1918, Germany made Soviet Russia sign a supplementary treaty and a financial agreement whose terms were even more onerous.[See also Glossary Entry on the Treaty ]

Collected Works Volume 32 Collected Works Table of Contents Lenin Works Archive

You are using an outdated browser. Please upgrade your browser to improve your experience.

EgyptAir Cargo resumes twice-weekly cargo flights to Moscow

EgyptAir Cargo apparently sent its first cargo flight to Moscow in two years on 29 November , the company said in a statement . EgyptAir Cargo plans on sending twice-weekly flights to the Russian capital until the end of February 2018, according to the statement. The company has been in talks with Russia to resume cargo flights since the 2015 Metrojet plane crash, Chairman Bassem Gohar tells Al Mal . EgyptAir Cargo’s negotiations were separate from the Civil Aviation Ministry’s efforts to bring back tourist flights. The resumption of cargo flights came two weeks before Egypt and Russia signed a civil aviation security cooperation protocol that would allow direct flights between Moscow and Cairo to resume as of February.

Tag 1 , Tag 2 , Tag 3

Enterprise is a daily publication of Enterprise Ventures LLC, an Egyptian limited liability company (commercial register 83594), and a subsidiary of Inktank Communications. Summaries are intended for guidance only and are provided on an as-is basis; kindly refer to the source article in its original language prior to undertaking any action. Neither Enterprise Ventures nor its staff assume any responsibility or liability for the accuracy of the information contained in this publication, whether in the form of summaries or analysis. © 2022 Enterprise Ventures LLC.

Enterprise is available without charge thanks to the generous support of HSBC Egypt (tax ID: 204-901-715), the leading corporate and retail lender in Egypt; EFG Hermes (tax ID: 200-178-385), the leading financial services corporation in frontier emerging markets; SODIC (tax ID: 212-168-002), a leading Egyptian real estate developer; SomaBay (tax ID: 204-903-300), our Red Sea holiday partner; Infinity (tax ID: 474-939-359), the ultimate way to power cities, industries, and homes directly from nature right here in Egypt; CIRA (tax ID: 200-069-608), the leading providers of K-12 and higher level education in Egypt; Orascom Construction (tax ID: 229-988-806), the leading construction and engineering company building infrastructure in Egypt and abroad; Moharram & Partners (tax ID: 616-112-459), the leading public policy and government affairs partner; Palm Hills Developments (tax ID: 432-737-014), a leading developer of commercial and residential properties; Mashreq (tax ID: 204-898-862), the MENA region’s leading homegrown personal and digital bank; Industrial Development Group (IDG) (tax ID:266-965-253), the leading builder of industrial parks in Egypt; Hassan Allam Properties (tax ID:  553-096-567), one of Egypt’s most prominent and leading builders; and Saleh, Barsoum & Abdel Aziz (tax ID: 220-002-827), the leading audit, tax and accounting firm in Egypt.