Tax Preparer Cover Letter Examples

A qualified Tax Preparer assists clients with their tax filing and returns activities. The job description entails meeting clients to discuss the tax preparation process, reviewing the financial records, completing tax forms, and ensuring the completed forms adhere to governing regulations and legislation. While working as a Tax Preparer, the professional is expected to ensure client’s confidentiality, and provide tax planning advice to clients.

What to Include in a Tax Preparer Cover Letter?

Roles And Responsibilities

Informing clients and employees about the tax preparation process.
Interviewing and collecting vital financial records, including pay stubs and income statement.
Using applicable federal, state, and local tax laws and determining deductions on how each client will get from the return amount.
Entering data received from the financial record into relevant tax return software.
Completing and finishing tax documents like IRS, state, and local government entities.
Building customer relationships to promote and expand the business.
Acting as a liaison between the clients and the income tax department.

Education & Skills

Tax Preparer Skills:

Solid knowledge of applicable tax laws, regulations, and deadlines.
Proficiency with common tax preparation, spreadsheet software applications, and MS Office.
Meticulous attention to details.
Excellent customer service skills.
Patience and flexibility.
Good knowledge of accounting systems.
Familiarity with the tax return submission and confirmation process.
The ability to navigate the IRS and other government entities’ online platform.
Strategic thinking skills.

Tax Preparer Education Requirements:

Bachelor’s degree in accounting, bookkeeping, or business finance.
Training with state, federal, and local tax laws.
Relevant certification or licensure.

Tax Preparer Cover Letter Example (Text Version)

Dear Mr./Ms.

When I learned of ****’s need for a professional and experienced Tax Preparer, I felt compelled to submit my enclosed resume and write this letter. I strongly believe that degree in Accounting/Finance along with my ability to drive operational efficiency would allow me to develop my Tax preparation skills by working with a reputed company like ***.

As you can see in my resume, I have been responsible for preparing tax returns, after analyzing the fiscal liabilities. I also excel in delivering a wide range of tax preparation activities for a variety of clients. Moreover, I have a keen trait to build a trusting relationship with clients and can generate repeat business.

Here are some of the core competencies that qualify me for this position –

Managing and leading special projects – using my strong coordination skills, and leadership abilities
Leveraging expertise in tax preparation with the greatest accuracy, some of the regular clients for *** were mostly corporations, estates, and partnership firms.
Well-versed in tax laws and stipulations.
Demonstrable efficiency in managing client’s tax preparation and strategies, while maintaining updated knowledge of the latest tax rules and regulations.
The ability to use applicable federal, state, and local tax laws for determining deductions and working out ways to get back the amount to the clients.
While working as a Tax professional at***, I optimized the filing system of the company which led to a reduction in tax preparation time by 25% annually.
My talent to identify 15 additional write-offs and deductions the client could claim, earned me accolades from that client, and I was awarded for the same.

As your Tax Preparer, I assure to dedicate my time to optimize your tax preparation tasks and maximize your returns. I am excited to discuss this position with you directly and you can reach me at () all day.
Thanking you for your time and consideration.

Sincerely,
[Your Name]

Tips

Now that you have written a powerful cover letter, your next target should be your Resume writing. Your Tax Preparer Resume acts as a demo video where the employer gets a clear idea of you, hence this draft should be loaded with some quick stats, and figures. Such a well-researched and organized Resume will make you different from other applicants. It also makes sense to include in your letter your concrete and impactful experiences. Our Tax Preparer Resume Samples will bring life into a human being. Check out our Resume templates that match your cover letter.