Resume Example

Tax Preparer Resume Examples

Use these ATS-friendly resume examples and templates to showcase your return volume, accuracy, and client or audit outcomes in tax work.
Use this resume
Trusted by OVER 1.2 MILLION JOB SEEKERS!
"I got recruiters from Amazon, Wise, and other companies reaching out to me already!"
Trusted by OVER 1.2 MILLION JOB SEEKERS!
"I got recruiters from Amazon, Wise, and other companies reaching out to me already!"
Contents
Use This Resume & Get Hired 58% Faster
uSE tHIS Resume

A strong tax resume should show volume, accuracy, and what your work saved or protected. Highlight returns prepared or reviewed per season, accuracy and review pass rates, client retention, deductions or credits found, provision close times, examination outcomes, and liabilities resolved. Name your credentials and software, because enrolled agent status, the CPA licence, and tax platforms are filtered on. State your role plainly, since a preparer at a firm, a corporate tax analyst, a senior analyst owning a provision, an intern with reviewed returns, a tax manager running a client portfolio, and an enrolled agent representing taxpayers are hired on different evidence. Use the examples below to see how to turn tax work into clear, results-focused resume achievements.

Tax Preparer Resume Example

Meet Rosalie Hartman, a fictional year-round tax preparer at a local firm serving 1,400 clients. This example shows the core preparer role measured on returns per season, accuracy at review, retention, and missed deductions found.

Rosalie Hartman

(918) 555-0111 ◇ Tulsa, OK

rosalie.hartman@example.com ◇ linkedin.com/in/rosalie-hartman ◇ rosaliehartman.com

Objective

Tax preparer with 7 years preparing individual and small business returns, currently a year-round preparer at a local accounting firm serving 1,400 clients. Prepares about 620 returns a season with a 99.4% accuracy rate at reviewer sign-off, holds a 91% client retention rate across 4 seasons, and found an average of $1,300 in missed deductions per new client in the first year with the firm. Prepares every return as if the client will be audited, and explains it so the client understands what they signed.

Education
A.A.S. in Accounting, Arkansas River Line Community College 2017 – 2019

Coursework in Individual Taxation, Business Taxation, Financial Accounting, and Bookkeeping.

Enrolled Agent, Internal Revenue Service 2023

Holds a Preparer Tax Identification Number and completes the Annual Filing Season Program; 30 hours of continuing education a year.

Skills
Tax Preparation
Individual returns including itemised deductions, self-employment, rental, and investment income, small business and partnership returns, multi-state returns, amended returns, estimated payments
Client Service
Client interviews and document intake, deduction and credit discovery, plain-language explanation of returns, year-round tax questions, notice response support, retention and referrals
Compliance and Process
Due diligence requirements, e-file procedures, document management, review checklists, deadline tracking, bookkeeping cleanup ahead of returns
Tools & Platforms
Drake Tax, Lacerte, QuickBooks Online, TaxDome, Excel, Adobe Acrobat, Microsoft Teams, SmartVault
Experience
Tax Preparer 01/2022 – Present
Arkansas River Crown Accounting Tulsa, OK
  • Prepare about 620 individual and small business returns a season at a firm serving 1,400 clients, with a 99.4% accuracy rate at reviewer sign-off.
  • Hold a 91% client retention rate across 4 seasons and brought in about 60 new clients a year through referrals.
  • Found an average of $1,300 in missed deductions and credits per new client in the first year by reviewing 3 prior-year returns at intake.
Seasonal Tax Preparer, then Office Lead 01/2019 – 12/2021
Green Country Line Tax Service Tulsa, OK
  • Prepared about 450 returns a season at a retail tax office, rising to office lead in the third season.
  • Led an office of 6 seasonal preparers to a 4.9 of 5 client satisfaction score and a 12% rise in returns filed.
  • Cut returns rejected at e-file from 4% to under 1% by introducing a pre-submission checklist.
Bookkeeping Assistant (Part Time) 09/2017 – 12/2018
Green Country Line Tax Service Tulsa, OK
  • Maintained the books for 15 small business clients while completing an accounting degree.
  • Reconciled about 40 bank and credit card accounts a month with 0 unresolved items at year end.
  • Prepared year-end packages for 15 clients that cut their return preparation time by about a third.
Projects

New Client Prior-Year Review. Introduced a review of 3 prior-year returns at every new client intake with a 25-item checklist of commonly missed items, which found an average of $1,300 per client in missed deductions and credits, produced 40 amended returns worth $52,000 in refunds in the first year, and drove referrals.

E-File Rejection Reduction. Analysed 3 months of e-file rejections at a retail tax office to find 5 recurring causes, built a pre-submission checklist and a dependent verification step, and trained 6 preparers on it, which cut rejections from 4% to under 1% and saved about 80 client callbacks a season.

Small Business Return Package. Built a year-end document package and questionnaire for small business clients covering income, expenses, assets, and payroll, sent 60 days before the season, which cut preparation time on 120 business returns by about a third and cut missing-document delays 70%.

Extra-Curricular Activities
  • Member of a national association of enrolled agents chapter, attending about 6 education sessions a year.
  • Volunteer preparer for a community tax assistance programme, about 60 returns a season.
  • Teach a personal finance basics class at a public library twice a year.
Leadership
  • Train 3 seasonal preparers a year on the firm intake checklist and review standards.
  • Led a retail tax office of 6 preparers as office lead for a season.
  • Serve as the firm point of contact for e-file and software issues during the season.
Use this resume

Tax Analyst Resume Example

Meet Devansh Trivedi, a corporate tax analyst preparing provision workpapers for a $2.1B consumer products company. This example shows the corporate side: account reconciliations with 0 variances, a depreciation model, and audit-ready documentation.

Devansh Trivedi

(201) 555-0107 ◇ Jersey City, NJ

devansh.trivedi@example.com ◇ linkedin.com/in/devansh-trivedi ◇ devanshtrivedi.com

Objective

Tax analyst with 4 years in corporate tax, supporting the tax department of a consumer products company with $2.1B in revenue and 14 legal entities. Prepares the quarterly and annual income tax provision workpapers, reconciles 40 tax accounts with 0 unexplained variances at audit, and built the fixed asset tax depreciation model that cut provision preparation time 35%. Does the tax accounting that the financial statements depend on, and documents it so the auditor can follow every number to its source.

Education
M.S. in Taxation, Hudson Waterfront Line University 2021 – 2022

Coursework in Corporate Taxation, Tax Accounting, State and Local Taxation, and Tax Research.

B.S. in Accounting, Hudson Waterfront Line University 2017 – 2021

Certified Public Accountant since 2024; passed all 4 sections within 12 months.

Skills
Corporate Tax
Income tax provision under accounting standards, deferred tax analysis, federal and state corporate return preparation, fixed asset tax depreciation, tax account reconciliation, estimated payments
Analysis and Research
Tax research and memo writing, effective tax rate analysis, book-to-tax differences, apportionment, audit support and documentation, process improvement
Systems and Data
Tax provision software, tax return software, general ledger data extraction, Excel modelling and automation, workpaper standards, data validation
Tools & Platforms
Thomson Reuters ONESOURCE, Corptax, SAP, Alteryx, Excel and Power Query, Bloomberg Tax, Checkpoint, Microsoft Teams
Experience
Tax Analyst 08/2022 – Present
Hudson Waterfront Crown Consumer Products Jersey City, NJ
  • Prepare quarterly and annual income tax provision workpapers for a $2.1B revenue company with 14 legal entities, reviewed by a tax manager and the external auditor.
  • Reconcile 40 tax accounts each quarter with 0 unexplained variances across 3 annual audits.
  • Built the fixed asset tax depreciation model across 18,000 assets that cut provision preparation time 35% and removed a recurring audit comment.
Tax Associate 09/2021 – 07/2022
Exchange Place Line Advisors Jersey City, NJ
  • Prepared about 90 corporate and partnership returns during a season at a public accounting firm with a 97% first-review pass rate.
  • Prepared 30 state returns across 12 states with apportionment workpapers accepted without revision.
  • Researched 15 technical questions and wrote memos adopted into client files by a senior manager.
Tax Intern 01/2021 – 04/2021
Exchange Place Line Advisors Jersey City, NJ
  • Prepared about 60 individual and 15 partnership returns during a 4-month busy season internship.
  • Built a fixed asset rollforward template adopted by the corporate tax group of 8.
  • Received a full-time offer at the end of the 4-month internship based on the rollforward template.
Projects

Fixed Asset Tax Depreciation Model. Rebuilt the tax depreciation calculation across 18,000 assets and 14 entities from a manual spreadsheet into a validated model with method and life rules, bonus depreciation elections, and a reconciliation to the book register, which cut provision preparation time 35% and removed an audit comment that had appeared 3 years running.

Tax Account Reconciliation Standard. Built a reconciliation template for 40 tax accounts with a rollforward from prior period, tie-out to returns and payments, and a variance explanation field, applied every quarter, which produced 0 unexplained variances across 3 audits and cut auditor questions on tax accounts 60%.

State Apportionment Automation. Automated the apportionment data pull for 12 states from the general ledger with a workflow tool, replacing 3 days of manual extraction, and validated it against the prior year, which cut state return preparation time 40% and found a $90,000 overpayment in 1 state that was recovered.

Extra-Curricular Activities
  • Member of a state society of certified public accountants, attending about 8 tax update sessions a year.
  • Volunteer preparer for a community tax assistance programme, about 40 returns a season.
  • Mentor 2 accounting students a year through a university alumni programme.
Leadership
  • Train 1 tax intern a year on provision workpapers and the reconciliation standard.
  • Own the fixed asset and reconciliation models for a tax department of 6.
  • Present the quarterly effective tax rate walk to the tax director and the controller.
Use this resume

Senior Tax Analyst Resume Example

Meet Colleen Fitzpatrick, a senior tax analyst owning the consolidated provision for a $4.5B manufacturer across 11 countries. This example shows senior evidence: provision close cut in half, credits identified and sustained, and examinations defended.

Colleen Fitzpatrick

(312) 555-0176 ◇ Chicago, IL

colleen.fitzpatrick@example.com ◇ linkedin.com/in/colleen-fitzpatrick ◇ colleenfitzpatrick.com

Objective

Senior tax analyst with 9 years in corporate tax, leading the provision and compliance workstreams for a manufacturing company with $4.5B in revenue and operations in 11 countries. Owns the consolidated income tax provision reviewed by the audit committee, cut the provision close from 12 days to 6, and identified $6.8M in tax credits and incentives across 3 years that were claimed and sustained. Runs the tax close like a controller runs the financial close, on a calendar, with controls, and with the numbers explained before anyone asks.

Education
M.S. in Taxation, Lake Shore Crown University 2015 – 2017

Coursework in Corporate and International Taxation, Tax Accounting, Tax Credits and Incentives, and Tax Controversy.

B.S. in Accounting, Lake Shore Crown University 2011 – 2015

Certified Public Accountant since 2018; completed an international tax certificate in 2022.

Skills
Corporate Tax
Consolidated income tax provision, uncertain tax positions, federal and multi-state compliance, international provision inputs, tax credits and incentives, tax controls and documentation
Analysis and Planning
Effective tax rate forecasting, cash tax planning, research and technical memos, audit and examination support, modelling of legislative changes, transfer pricing coordination
Process and Team
Tax close calendar and process design, reviewer of analyst workpapers, provision software administration, working with controllership and external auditors, analyst development
Tools & Platforms
Thomson Reuters ONESOURCE Tax Provision, Corptax, Oracle Cloud ERP, Alteryx, Excel and Power BI, Bloomberg Tax, Checkpoint, Microsoft Teams
Experience
Senior Tax Analyst 03/2021 – Present
Lake Shore Crown Manufacturing Chicago, IL
  • Own the consolidated income tax provision for a $4.5B revenue manufacturer across 11 countries, reviewed by the external auditor and presented to the audit committee quarterly.
  • Cut the provision close from 12 days to 6 through a close calendar, standard workpapers, and provision software automation across 30 entities.
  • Identified $6.8M in research credits and state incentives across 3 years that were claimed, documented, and sustained through 2 examinations.
Tax Analyst 07/2017 – 02/2021
Wolf Point Crown Industries Chicago, IL
  • Prepared the federal consolidated return and 35 state returns for a $1.8B revenue company with 0 notices from filing errors across 4 years.
  • Built the uncertain tax position analysis and documentation that passed 4 audits with 0 adjustments.
  • Supported a state examination covering 3 years that closed with a $40,000 assessment against an initial proposed $1.2M.
Tax Associate 08/2015 – 06/2017
Loop Line Accounting Firm Chicago, IL
  • Prepared about 120 corporate, partnership, and individual returns a season at a public accounting firm.
  • Prepared quarterly provisions for 6 privately held corporate clients with 0 auditor adjustments.
  • Ranked in the top 3 of 14 associates on review quality in both years.
Projects

Provision Close Redesign. Built a 6-day close calendar across 30 entities with a standard workpaper package, automated trial balance loads into the provision software, and a review checklist of 40 items, which cut the close from 12 days to 6 and reduced auditor requests from about 90 to 35 per quarter.

Research Credit Study. Led a research credit study across 4 plants and 200 engineering projects with a contemporaneous documentation process, interviewing 40 engineers and building a qualified expense model, which identified $4.1M in credits over 3 years, all sustained through a federal examination.

State Examination Defence. Managed a 3-year state examination at a previous employer, reconstructing apportionment for 35 states and documenting 12 positions with technical memos, which reduced a proposed $1.2M assessment to $40,000 and set the documentation standard used on later examinations.

Extra-Curricular Activities
  • Member of a tax executives association chapter, serving on its education committee.
  • Speak at a state accountants society tax conference about once a year on provision process.
  • Volunteer treasurer for a community arts nonprofit with a $600,000 budget.
Leadership
  • Lead the provision and compliance workstreams for a tax department of 9, reviewing the work of 3 analysts.
  • Developed 2 analysts into senior roles across 5 years through structured review and rotation.
  • Present the effective tax rate and provision results to the audit committee with the tax director quarterly.
Use this resume

Tax Intern Resume Example

Meet Tyrell Mabry, an accounting student with a busy season internship and 2 seasons as a volunteer preparer. This example shows how to write an intern resume on returns prepared and reviewed, pass rates, and a checklist the firm adopted.

Tyrell Mabry

(404) 555-0104 ◇ Atlanta, GA

tyrell.mabry@example.com ◇ linkedin.com/in/tyrell-mabry ◇ tyrellmabry.com

Objective

Accounting student entering the final year, seeking a tax internship after 1 busy season internship at a regional accounting firm, 2 seasons as a volunteer tax preparer, and a 3.8 GPA. Prepared 110 individual and 20 business returns during the internship with a 95% first-review pass rate, prepared about 90 returns a season for a community programme, and built a client document checklist that the firm adopted for the following season. The work so far is returns that were reviewed, filed, and accepted.

Education
B.B.A. in Accounting, Chattahoochee Line University 2023 – 2027

GPA 3.8; coursework in Individual Taxation, Corporate Taxation, Financial Accounting, Auditing, and Accounting Information Systems.

Volunteer Tax Preparer Certification, Advanced Level, Internal Revenue Service Volunteer Programme 2025

Also completed a tax software certification and an Excel for accounting course in 2025.

Skills
Tax Preparation
Individual return preparation including itemised deductions, self-employment, and education credits, basic partnership and corporate returns, e-file procedures, amended returns
Accounting Foundations
Financial statement analysis, book-to-tax adjustments, reconciliation, journal entries, Excel modelling with lookups and pivot tables, documentation
Client and Team
Client interviews and document intake, plain-language explanation, review notes and corrections, deadline discipline, working with senior preparers, confidentiality
Tools & Platforms
CCH Axcess, Drake Tax, TaxSlayer Pro, QuickBooks Online, Excel, Adobe Acrobat, Microsoft Teams, Checkpoint basics
Experience
Tax Intern 01/2026 – 04/2026
Chattahoochee Crown Accounting Group Atlanta, GA
  • Prepared 110 individual and 20 business returns during a 4-month busy season internship at a regional firm of 60.
  • Achieved a 95% first-review pass rate against an intern average of 82%, with review notes cleared within 24 hours.
  • Built a client document checklist by return type that the firm adopted for the following season across 1,200 clients.
Volunteer Tax Preparer 01/2025 – 04/2026
Peachtree Line Community Tax Assistance Atlanta, GA
  • Prepared about 90 returns a season for low-income households across 2 seasons with a 100% quality review pass rate.
  • Certified at the advanced level and became a quality reviewer for 5 newer volunteers in the second season.
  • Helped about 180 households claim an estimated $310,000 in refunds and credits across 2 seasons.
Bookkeeping Assistant (Part Time) 09/2024 – 12/2025
Buckhead Line Property Management Atlanta, GA
  • Reconciled about 25 bank accounts a month for a property manager while studying full time.
  • Prepared year-end packages for 20 rental properties that cut the accountant preparation time by about a quarter.
  • Found 14 duplicate vendor payments worth $9,000 through a payment review.
Projects

Client Document Checklist. Built a document checklist by return type covering 40 common items with plain-language descriptions, tested on 60 intern-prepared returns, which cut missing-document follow-ups by half during the internship and was adopted by the firm for all 1,200 clients the following season.

Community Tax Programme Quality Review. Served as a quality reviewer in the second volunteer season, checking about 150 returns prepared by 5 newer volunteers against a 20-item review sheet, which produced 0 rejected returns at e-file and a 100% quality review pass rate for the site.

Course Project: Small Business Tax Planning. Led a 4-person course team preparing a tax plan for a fictional restaurant with entity selection, depreciation, and retirement plan analysis, modelling 3 scenarios with a 5-year projection, which placed 1st of 12 teams and was reviewed by 2 practising accountants.

Extra-Curricular Activities
  • Treasurer of the university accounting society with about 150 members and a $10,000 annual budget.
  • Member of a state accountants society student affiliate, attending about 6 events a year.
  • Volunteer financial literacy tutor for a high school programme, 2 hours a week.
Leadership
  • Quality reviewer for 5 newer volunteers at a community tax site, about 150 returns reviewed.
  • Treasurer of a 150-member accounting society, managing a $10,000 budget for 2 years.
  • Led a 4-person course team to 1st place of 12 in a tax planning project.
Use this resume

Tax Manager Resume Example

Meet Seojin Park, a tax manager running a $3.4M client portfolio and a team of 7 at a regional firm. This example shows management scope: on-time delivery, realisation, portfolio growth, and a year-round advisory model.

Seojin Park

(213) 555-0148 ◇ Los Angeles, CA

seojin.park@example.com ◇ linkedin.com/in/seojin-park ◇ seojinpark.com

Objective

Tax manager with 12 years in public accounting, managing a client portfolio of $3.4M in annual tax fees across 90 privately held businesses and their owners at a regional firm. Leads a team of 7, delivered 100% of client returns and extensions on time across 4 seasons, and grew the portfolio 48% in 4 years through client referrals and 2 new industry niches. Runs client tax as a year-round advisory relationship, so that the return in April is the last step rather than the first conversation.

Education
M.S. in Taxation, Los Angeles Crown University 2013 – 2014

Coursework in Partnership Taxation, Corporate Taxation, Estate and Gift Taxation, and Tax Practice and Procedure.

B.S. in Accounting, Los Angeles Crown University 2009 – 2013

Certified Public Accountant since 2015; completed a firm leadership programme in 2022.

Skills
Tax Management
Client portfolio management, engagement planning and budgeting, review of complex returns, tax planning and projections, entity structuring, representation in examinations
Technical Domain
Partnership and S corporation taxation, high net worth individual taxation, multi-state compliance, real estate and professional services niches, transaction tax planning, estate and gift basics
Practice and People
Team leadership and scheduling, staff development and review, client relationship growth, pricing and realisation, quality control, workflow and technology adoption
Tools & Platforms
CCH Axcess, Thomson Reuters UltraTax, BNA Income Tax Planner, QuickBooks Online, TaxDome, Excel, Checkpoint, Microsoft Teams
Experience
Tax Manager 01/2021 – Present
Los Angeles Crown Advisory Group Los Angeles, CA
  • Manage a client portfolio of $3.4M in annual tax fees across 90 privately held businesses and their owners, leading a team of 7 at a regional firm of 120.
  • Delivered 100% of about 600 returns and extensions on time across 4 seasons with a 94% realisation rate against a firm target of 88%.
  • Grew the portfolio 48% in 4 years, from $2.3M to $3.4M, through client referrals and new niches in real estate and medical practices.
Tax Supervisor 07/2017 – 12/2020
Wilshire Line Accountants Los Angeles, CA
  • Reviewed about 400 business and individual returns a season prepared by a team of 5 with a 2% post-review error rate.
  • Delivered tax planning projections for 60 clients a year, identifying an average of $22,000 in tax savings per client.
  • Represented 12 clients in federal and state examinations with an average assessment reduction of 75% against proposed.
Tax Senior, then Tax Associate 08/2013 – 06/2017
Wilshire Line Accountants Los Angeles, CA
  • Prepared about 150 returns a season as an associate and reviewed 250 a season as a senior.
  • Promoted to senior after 2 years and to supervisor after 4, the fastest progression in the tax group of 20.
  • Built the partnership return workpaper template adopted across the firm for 300 partnership clients.
Projects

Year-Round Advisory Model. Moved the portfolio from a seasonal return relationship to a year-round model with a planning meeting in the third quarter, a projection for every business owner, and a fixed-fee advisory package, which raised realisation from 85% to 94%, grew fees 48%, and produced 30 client referrals in 2 years.

Medical Practice Niche. Built a medical practice niche from 4 clients to 22 in 3 years through a specialised planning checklist, 3 seminars a year with a physician association, and referral relationships with 2 practice consultants, which added $620,000 in annual fees.

Examination Representation. Represented 12 clients in federal and state examinations at a previous firm, building a documentation and response process that reduced proposed assessments by an average of 75% and closed every examination without appeal.

Extra-Curricular Activities
  • Serve on the taxation committee of a state society of certified public accountants, meeting 6 times a year.
  • Speak at physician association meetings about 3 times a year on practice tax planning.
  • Volunteer treasurer for a community foundation with $15M in assets.
Leadership
  • Lead a tax team of 7 with 2 seniors promoted to supervisor in 4 years.
  • Own a $3.4M client portfolio and present its growth and realisation to the tax partners quarterly.
  • Chair the firm tax quality review committee covering about 3,000 returns a season.
Use this resume

Tax Agent Resume Example

Meet Dolores Escamilla, an enrolled agent running a tax resolution practice with 120 representation cases a year. This example shows representation evidence: liabilities resolved, offer acceptance rate, and compliance restored for clients with unfiled years.

Dolores Escamilla

(210) 555-0161 ◇ San Antonio, TX

dolores.escamilla@example.com ◇ linkedin.com/in/dolores-escamilla ◇ doloresescamilla.com

Objective

Enrolled agent with 10 years representing taxpayers before the tax authority, running a tax resolution and preparation practice that serves 600 clients and handles about 120 representation cases a year. Resolved $9.4M in client tax liabilities through offers, instalment agreements, and penalty abatements across 4 years, holds an 82% acceptance rate on offers in compromise against a national average under 40%, and prepares 500 returns a season with 0 preparer penalties in 10 years. Represents the taxpayer the way the tax authority expects to be met: with the documents in order and the numbers already reconciled.

Education
B.B.A. in Accounting, Alamo Crown University 2010 – 2014

Coursework in Individual and Business Taxation, Financial Accounting, Business Law, and Ethics.

Enrolled Agent, Internal Revenue Service 2016

Also holds a Certified Tax Resolution Specialist credential earned in 2020 and a fellowship in a national tax practitioner institute; 72 hours of continuing education every 3 years.

Skills
Taxpayer Representation
Examination representation, collection alternatives including offers in compromise and instalment agreements, penalty abatement, appeals, transcript analysis, notice response
Tax Preparation
Individual and small business returns, prior-year and delinquent return preparation, amended returns, multi-year compliance restoration, payroll tax issues, bookkeeping reconstruction
Practice Management
Client intake and case assessment, engagement pricing, case tracking and deadlines, staff supervision, client communication under stress, ethics and circular compliance
Tools & Platforms
Drake Tax, Canopy, Tax Help Software, QuickBooks Online, Excel, Adobe Acrobat, TaxDome, Microsoft Teams
Experience
Enrolled Agent and Practice Owner 01/2021 – Present
Escamilla Tax Resolution (Self-Employed) San Antonio, TX
  • Run a tax resolution and preparation practice serving 600 clients with a staff of 4, handling about 120 representation cases and 500 returns a year.
  • Resolved $9.4M in client tax liabilities across 4 years through offers in compromise, instalment agreements, and penalty abatements, with an 82% offer acceptance rate.
  • Grew practice revenue from $210,000 to $680,000 in 4 years with 70% of new clients coming from referrals.
Enrolled Agent 06/2016 – 12/2020
River Walk Line Tax Advisors San Antonio, TX
  • Represented about 80 clients a year in examinations and collection matters at a tax resolution firm.
  • Restored compliance for 150 clients with 3 or more unfiled years, preparing about 600 delinquent returns across 4 years.
  • Won penalty abatements worth $1.1M across 90 cases through documented reasonable cause requests.
Tax Preparer 01/2014 – 05/2016
River Walk Line Tax Advisors San Antonio, TX
  • Prepared about 400 individual and small business returns a season with a 99% accuracy rate at review.
  • Passed all 3 parts of the enrolled agent examination within 8 months while working full time.
  • Handled about 60 notice responses a year, resolving 90% without escalation.
Projects

Offer in Compromise Practice. Built a case assessment method that screens clients for offer eligibility using transcript analysis and a reasonable collection potential model before engagement, and a 30-item documentation package for each submission, which produced an 82% acceptance rate across 110 offers and $6.2M in liabilities settled.

Compliance Restoration Programme. Developed a process for clients with multiple unfiled years covering transcript retrieval, income reconstruction from third-party records, and sequenced filing, used for 150 clients and about 600 returns, which brought every client current and stopped enforced collection in 140 of 150 cases.

Payroll Tax Resolution. Represented a restaurant group with $1.4M in unpaid payroll taxes across 3 entities, negotiating an instalment agreement with a trust fund allocation and a penalty abatement of $310,000, which kept all 3 restaurants and 120 jobs operating through a 5-year payment plan.

Extra-Curricular Activities
  • Serve on the board of a state society of enrolled agents chapter with about 300 members.
  • Speak at tax practitioner conferences about twice a year on collection alternatives.
  • Volunteer at a low-income taxpayer clinic, taking about 10 pro bono representation cases a year.
Leadership
  • Lead a practice of 4 staff, including 2 preparers and 1 case manager, with a written procedure for every case type.
  • Mentor 3 new enrolled agents a year through a state society programme.
  • Represent the practice in about 40 meetings a year with revenue officers and appeals officers.
Use this resume

More Resume Examples

Use this resume
Backend Developer
Use this resume
Backend Developer
Use this resume
Backend Developer
Use this resume
Backend Developer
Use this resume
Backend Developer
Use this resume
Backend Developer
SEE MORE

Recommended Articles

Here are some of the recommended articles from our team
Core Competencies for a Resume: 30 Examples by Role and How to List Them

Explains what a core competencies section is, how it differs from a skills section, and gives 20 universal plus 30 role-specific competency examples, a four-step framework to identify your own, and formatting guidance for human readers and ATS.

Resumes
August 13, 2026
Resume Headline Examples: 80+ Proven Headlines by Industry

A reference guide covering the formula for a strong resume headline, 80+ examples organized by industry and career stage, why five sample headlines work, a step-by-step writing process, common mistakes to avoid, and the difference between a resume headline and a resume title.

Resumes
August 7, 2026
July 21, 2026
How to Make a Resume for Your First Job (No Experience Needed)

A practical, confidence-building guide for first-time job seekers building a resume with no formal work experience. Covers reframing academic work, volunteer roles, and extracurriculars as real experience, the best format and section order, the bullet-point formula with weak/strong examples, common mistakes, and how to build it with Careerflow's Resume Builder.

Resumes
July 13, 2026
Communication Skills for Your Resume: 12 Examples and How to Show Them

A resume-focused guide covering the three types of communication skills, 12 specific skills worth listing by role, 25+ terms by industry, and how to prove each skill through evidence-backed experience bullets rather than generic labels. Primary CTA: AI resume builder.

Resumes
June 30, 2026
Ghost Jobs Are Everywhere: Here's What That Means for Your Job Search

An educational guide explaining what ghost jobs are, why they're now 20–40% of job board listings, how to spot them, and why a quality-over-quantity application strategy is the right response. Targets active job seekers frustrated by application silence and positions Careerflow's Resume Builder and Resume Optimizer as the practical solution.

Job search
June 23, 2026
Careerflow vs Jobright (2026): Which Should You Use?

A feature-by-feature comparison of Careerflow and Jobright across resume building, job matching, LinkedIn optimization, job tracking, interview prep, and pricing — helping job seekers choose the right tool based on their career stage and where their bottleneck actually is.

Job search
June 18, 2026
View more

Ready to Transform Your Job Search?

Sign up now to access Careerflow’s powerful suite of AI tools and take the first step toward landing your dream job.

Your Career Copilot. AI-assisted tools and resources to get hired at FAANG, top tech, and startup companies 10X faster.

Products

LinkedIn OptimizerWho's HiringResume ReviewJob TrackerResume BuilderCover Letter WriterAI Mock InterviewResume ATS CheckerBrowser ExtensionLinkedIn to ResumeCoach PortalAll Features

Free Tools

Free LinkedIn
ReviewLinkedIn Profile ChecklistHeadline GeneratorSummary GeneratorAI Post WriterJob Skill MatchJob Description Summarizer

Resources

Help Center
BlogResume TemplatesResume ExamplesCover Letter ExamplesCommunityInterview GuidesJob Search TipsChatGPT GuidesCareer ResourcesHuman Data ResearchHow It WorksFAQGift Cards

For

For StudentsFor ExecutivesFor Career ChangersFor OrganizationsFor Career CoachesFor BootcampsFor UniversitiesFor OutplacementFor Workforce Development

Company

AboutPressContact UsPrivacy PolicyYour Privacy RightsTerms of ServiceBecome an AffiliateDo Not Sell or Share My Personal Information

Developers

API DocsTrust CenterIntegrations
Do Not Sell or Share My Personal Information
© 2026 Careerflow Inc • All Rights Reserved