Tax Advisor resume examples for 2025

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Build a better Tax Advisor resume with Zippi, your AI resume builder robot.

Updated March 26, 2025
6 min read
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Tax Advisor Resume

 
Barbara Nelson
Tax Advisor
20715 E. Oak Ln., Philadelphia, PA | (520) 555-2754 | bnelson@example.com
Work Experience
Tax Advisor, H&R Block - Philadelphia, PA
2017

Verified totals on forms prepared by other Tax Preparers to detect errors in mathematics or procedures.

Provided front desk reception assistance including scheduling appointments for multiple tax professionals.

Prepare client's federal and state income tax returns Assist clients with IRS letters Provide clients with tax and financial advice

Guided clients on how to accurately keep financial records and to maintain household budgets.

Tax Professional, H&R Block - New York, NY
2009 - 2017

Resolved client concerns and questions related to IRS calculations and interpretations

Trained 20 employees and managed their progress through H&R Block.

Greeted customers and answered phone calls and emails.

Created tax returns for Volunteer Income Tax Assistance (VITA) clients for 2005 tax season.

Offer other H&R Block financial products and services with the goal of helping clients achieve their financial objectives.

Tax Accountant, American International Group - New York, NY
2007 - 2009

Reconcile daily quarterly and annual tax extract from on/off cycle payroll to Ceridian.

Maintain and test Sarbanes-Oxley 404 key internal controls.

Wire payroll tax payments to Ceridian.

Skills
Trial Preparation, Quickbooks, Customer Service, Journal Entries, Tax Agencies, Revenue Growth, Vertex, IRS, R Block, Annual Reports
Education
Bachelor's Degree Accounting
1999 - 2002
Baruch College of the City University of New York - New York, NY
 

Master Tax Advisor Resume

 
Martha Hall
Master Tax Advisor
Employment History
Master Tax Advisor
2017
Liberty TaxIndianapolis, IN

• Organized and prepared financial statements and tax related statements.

• Filled with IRS both state and federal taxes.

• Prepared taxes for clients, sent documents to the IRS, and printed checks from banks for tax refunds.

Tax Internship
2016 - 2017
Liberty TaxIndianapolis, IN

• TAX PREPARER LIBERTY TAX SERVICE DECEMBER 2007 - This was a seasonal positional I did on a needed basis.

• Promoted tax services to businesses and individuals, prepared and filed simple to complicated tax returns.

Payroll & Human Resources Assistant
2014 - 2016
United Parcel ServiceIndianapolis, IN

• Collaborate with management on promotion, termination, and recognition procedures to drive compliance with company policies and employment regulations.

• Spearheaded Workforce Planning and Strategic Process: job description, orientation development, turnover research = 25 % turnover reduction.

• Complete I-9 e-Verify and other hiring processes.

• Maintained Affirmative Action Plans in accordance with the Equal Employment Opportunity (EEO) Commission.

Education
Associate's Degree Communication
2006 - 2008
Virginia Commonwealth UniversityRichmond, VA
Contact Information
73589 W. Park Rd., Indianapolis, IN
(730) 555-7505
Skills
Manual Checks
Personnel Files
Busy Season
Payroll
Background Checks
Tax Professionals
W-2
ADP
Advise Clients
Open Enrollment
 

How to write a tax advisor resume

Craft a resume summary statement

A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:

Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.

Step 2: Next put your years of experience in tax advisor-related roles.

Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.

Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.

Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the tax advisor position.

Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.

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List the right project manager skills

Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:

  1. Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
  2. Consider all the software and tools you use on a daily basis. When in doubt, list them!
  3. Make sure you use accurate and up to date terms for all the skills listed.
These five steps should give you a strong elevator pitch and land you some tax advisor interviews.

Here are example skills to include in your “Area of Expertise” on a tax advisor resume:

  • Local Tax Returns
  • Reconciliations
  • Customer Service
  • IRS
  • Income Statement
  • Individual Tax Returns
  • Treasury
  • Taxation
  • Tax Returns
  • Client Retention
  • Income Tax Returns
  • Tax Research
  • Real Estate
  • Tax Strategies
  • Business Tax Returns
  • Tax Season
  • Tax Knowledge
  • Financial Statements
  • Transfer Pricing
  • Indirect Tax
  • Advise Clients
  • Tax Liability
  • QuickBooks
  • Tax Professionals
  • Detect Errors
  • Financial Products
  • Tax Legislation
  • Withholding Tax
  • Tax Issues
  • Tax Laws

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How to structure your work experience

Your work experience should be structured:

  1. With your most recent roles first, followed by earlier roles in reverse chronological order.
  2. Job title, along with company name and location on the left.
  3. Put the corresponding dates of employment on the left side.
  4. Keep only relevant jobs on your work experience.

How to write tax advisor experience bullet points

Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.

Use the XYZ formula for your work experience bullet points. Here's how it works:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

This creates bullet points that read Achieved X, measured by Y, by doing Z.

Here are effective examples from tax advisor resumes:

Work History Example #1

Tax Preparer

H&R Block

  • Assisted clients with IRS audit s and letters.
  • Prepared schedule K-1 to show income/loss for individual partners in a partnership.
  • Represented clients in IRS audits.
  • Performed tax audits and represents clients to negotiate and deal with IRS with different tax issues.
  • Instructed First-Year Tax Associates in company procedures, policies and general tax preparation.

Work History Example #2

Tax Advisor

Automatic Data Processing

  • Assisted with processing of international payroll ensuring banking data was accurate.
  • Answered client inquiries regarding year-end W2s and 1099s.
  • Notified clients of their undeposited tax liabilities for the current quarter they started with ADP.
  • Educated clients in applicable IRS tax codes and researched tax issues while providing optimum value added benefits and delighting customers.
  • Authorized to represent clients before the IRS.

Work History Example #3

Corporate Accountant

City of Phoenix

  • Examined and analyzed instructions, supply policies and supply procedures, regulations and agency directives.
  • Provided oversight and technical guidance to 12 departments within the prison.
  • Served as liaison to information systems personnel regarding upgrades and new implementations to ADP and ReportSmith applications.
  • Experienced in taxation of corporations, partnerships and real estate, in litigation support and IRS procedures.
  • Supervised nine mechanics in the operation and upkeep of non-nuclear machinery and all fire-fighting equipment.

Work History Example #4

Tax Advisor

H&R Block

  • Prepared personal income taxes and assisted and advised taxpayers on a wide range of IRS tax forms, notices and issues.
  • Resolved IRS and state tax issues for clients.
  • Interpreted and applied IRS law to maximize deductions, exclusions and credits for both small business owners and individuals.
  • Instructed First-Year Tax Associates in company procedures, policies and general tax preparation.
  • Reviewed tax computation for conformity with IRS regulations.

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Add an education section to your resume

Employers are looking for a few things when looking at the Education section of your resume:
  • The highest degree you have achieved.
  • TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
  • TField of study
  • TAny honors, relevant coursework, achievements, or pertinent activities

Here are some examples of good education entries from tax advisor resumes:

Bachelor's Degree In Accounting

Baruch College of the City University of New York, New York, NY

1999 - 2002

Highlight your tax advisor certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

To list, use the full name of the certification and the organization that issued it, along with the date of achievement.

If you have any of these certifications, be sure to include them on your tax advisor resume:

  1. Tax Certification
  2. Accredited Tax Advisor (ATA)
  3. Accredited Tax Preparer (ATP)

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