Hard Skills

• Individual income tax preparation
• Business tax returns
• Federal and state tax filings
• Tax planning and strategy
• Tax return review
• Tax law research
• Tax deductions and credits optimization
• Itemized deductions
• Multi-state tax returns
• Estimated tax payments
• Amended tax returns
• Year-end tax reconciliation
• Payroll tax compliance
• Sales and use tax reporting
• IRS and state notice response

Technical Proficiencies

• IRS e-file system
• Tax preparation software
• Intuit ProSeries
• TurboTax
• Drake Tax
• Lacerte
• UltraTax
• QuickBooks
• Microsoft Excel
• Electronic document management
• Client relationship management (CRM) systems
• Secure file transfer platforms

Soft Skills

• Client relationship management
• Attention to detail
• Analytical thinking
• Time management
• Confidentiality and discretion
• Problem solving
• Written and verbal communication
• Customer service orientation
• Team collaboration
• Adaptability during peak tax season

Industry Knowledge

• Internal Revenue Code (IRC)
• IRS regulations and guidelines
• GAAP basics
• Tax compliance
• Tax law changes
• Affordable Care Act tax provisions
• Self-employment tax
• Small business taxation
• Partnership and S-corporation taxation
• Retirement and investment income taxation

Industry Certifications

• IRS Enrolled Agent (EA)
• Certified Public Accountant (CPA)
• Annual Filing Season Program (AFSP)
• Registered Tax Return Preparer (RTRP)
• H&R Block Tax Professional certification
• Liberty Tax Service training
• Continuing professional education (CPE)

Action Verbs

• Prepared
• Reviewed
• Filed
• Analyzed
• Advised
• Interpreted
• Resolved
• Optimized
• Calculated
• Documented
• Reconciled
• Educated
• Implemented
• Ensured compliance
• Maintained records