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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in preparing federal and state income tax returns while ensuring compliance with IRS regulations and maintaining confidentiality of client information. Strong organizational and communication skills are essential for building client relationships and delivering exceptional customer service.
Highest-signal resume keywords
Tax PreparationIRS ComplianceClient CommunicationAttention to DetailCustomer Service
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Return PreparationData EntryTax Document ReviewTax Preparation SoftwareFinancial Information Management
Soft Skills
Organizational SkillsProfessional CommunicationIndependenceConfidentiality Handling
Tools & Technologies
Professional Tax Preparation Software
Certifications & Qualifications
IRS Preparer Tax Identification Number (PTIN)
Industry Keywords
Federal Income TaxState Income TaxDue Diligence StandardsClient RelationshipsContinuing Education
About the role
Key responsibilities & impact- Prepare individual federal and state income tax returns
- Collect, review, and organize client-provided tax documents
- Enter tax information accurately into professional tax preparation software
- Review completed returns for accuracy and completeness
- Communicate with clients regarding missing or additional documentation
- Maintain organized and accurate client records
- Protect confidential taxpayer and financial information
- Follow applicable IRS requirements, regulations, company policies, and due diligence standards
- Complete required training, compliance requirements, and continuing education
- Deliver exceptional customer service and build lasting client relationships
- Meet established deadlines during tax season
- Market tax preparation services and grow the client base through networking, referrals, and community outreach
- Build a book of business through long-term relationships with returning clients
- Represent Polished Talent Group with professionalism and integrity
Requirements
What you’ll need- High school diploma or equivalent
- Strong attention to detail and organizational skills
- Professional written and verbal communication skills
- Comfortable working independently in a remote environment
- Basic computer proficiency
- Ability to handle confidential financial information responsibly
- Previous tax preparation or financial services experience is a plus but not required
- Must have an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one before preparing tax returns
- Must successfully complete required tax preparation training before preparing client returns
- Computer literate and data entry skills
- Good customer service and communication skills