Tax Consultant Resume: Templates & Top Tips

When providing your tax consultant resume, you must appear sharp, clear, and concise to prove you’re suitable for the job.
Read our guide and learn how to write a resume that can land you the job of your dreams.
If you’ve never written a tax consultant resume, this is the right start. The internet is full of tax consultant resume templates, but to get the job you’re aiming for, there are some other tips you need to know as well.
This guide includes:
- How to write a good introductory summary or objective statement
- A sample resume to help you write yours for a tax consultation role
- How to emphasize your achievements in your work experience
- What educational qualifications you should include in a Tax Consultant resume
- Any extra sections that might be useful to add
Keep reading, and you’ll be able to write your resume much more quickly than you thought!
Tax Consultant Resume Sample
A Tax Consultant has to help clients avoid financial leaks due to taxes, ensure their records correspond with the US tax code, and provide better business strategies to improve their monetary situation.
So if you’re applying for a job in tax consultancy, here is a sample resume that can help:
Caroline Ruso
[Tax Consultant]
Chicago, Illinois, 60603 | 555-555-5555 | caroline.ruso@randomemail.com
>> Summary <<
Well-trained tax consultant with 5 years of practice of completing tax reports and consulting clients on minimizing taxes. Fully familiar with the US tax codes and formally educated. Calculative ethos on the tax codes and fully transparent advice to clients as a personal working ethic. Ready for negotiation, with persuasive skills and proven agility for numbers.
>> Experience <<
SRJ Consulting
Chicago, Illinois
September 2021 – August 2023
- Completing clients’ annual taxes by using the latest tax codes to elicit more credits and deductions to minimize tax liability and save clients an average of $900.
- Relieving the client’s overwhelming debts through successful negotiations with the IRS on the client’s behalf with a 70% average success rate.
- Cultivating relationships with local IRS agents to enable better negotiation on behalf of the clients.
- Consulting with clients on their financial records and performing several clerical duties when needed.
- Ranked in the top five Tax Consultants in Chicago.
Tax Consultant
Alexa CPA Group Inc I Chicago, Illinois
August 2018 to August 2021
- Collaborated with multiple clients, analyzed several clients’ tax records at the time and provided strategic plans on minimizing tax liability.
- Reviewed client’s tax returns for the data-accuracy check, fixed where needed, and handed the final report.
- Advised clients on the best time to start tax preparations, facilitate the process, minimize tax liability, and avoid late filing.
>> Education <<
Master of Science – Master of Taxation
Golden Gate University I San Francisco, California
2018
- Related works: Using AI to accelerate the accounting and taxation process.
Bachelor of Economics – Accounting and Taxation
Thomas Jefferson University I Philadelphia, Pennsylvania
2016
- The Impact of the Great Recession on the US Economy
>> Skills <<
- Problem-solving
- Accounting
- Well-familiar with the US Tax Code
- Financial management
- Team player
- Client Service
>> Certifications <<
- Certified Public Accountant (CPA), 2019
- Tax Certification, NBA, 2019
>> Hobbies <<
- Local Volunteering
- Political and Economic Documentary Fan
- Exercising
- Workshops
What’s the Best Tax Consultant Resume Format?
Needless to say, if you want your resume to stand out from the pile placed on your potential employer’s desk, you need to write it using a certain resume format.
There are three commonly used resume layouts you should consider.
The Reverse-Chronological Format
This resume format is the most commonly accepted and looks the best when you have more experience.
It starts with the latest activity in your career and graduates towards the oldest. You showcase your latest work duties, responsibilities, and work achievements first, making the evaluation process easier for the HRs as they can see where you are professionally.
Functional Format
This resume format concentrates more on your skills than your professional development, duties, or responsibilities. Usually, companies specify if you need to use the functional format template. Otherwise, it’s not very recommended for a tax consultant to use the functional format.
Hybrid Format
A hybrid mixes the format of functional and reverse-chronology resumes. With it, you can emphasize both your skills and show how you have grown in your career. This format is usually specifically asked by the hiring company – mostly in situations when you’re applying for a job post that requires showcasing both relevant experience and specific skills.
💡top tip
Before writing your resume, search online for tax consultant job descriptions and resume keywords that you can use throughout your document.
How to Write a Tax Consultant Resume Summary or Resume Objective
Online, you can find various pre-made modern resume templates. Depending on your design choice, as well as your experience in the field, you need to choose whether to start your resume with a resume objective or a summary.
However, note that these two are not the same.
A resume summary is written to summarize your experience. If you have more working years under your belt, this should be the starting point of your resume.
Contrarily, if you’ve just left school or don’t have that much working experience, but possess the skills and motivation, then a resume objective is your best bet.
Tax Consultant Resume Objective Example
A resume objective for entry-level candidates needs to show the recruiter that your skills are the perfect fit for the job.
💡top tip
Avoid using personal pronouns. The essence of the resume is self-explanatory. Therefore, start with an action verb.
Here is how your objective shouldn’t look:
Wrong ❌
I believe I was born to become a tax consultant because math was always my greatest forte. Ever since school, I have pursued my dream into a plan and plan into action. I earned a Bachelor’s Degree in Accounting, and now it’s time to show my skills.
This candidate may be good for the job, but their presentation makes them seem incompetent. Check out how to tone it down below:
Right ✅
Highly motivated individual looking to demonstrate my skills and formal knowledge in practice. Volunteered at national accounting companies and participated in negotiations. Well-familiar with the US tax code, tax procedures, and the related rules and regulations.
How to Describe Your Tax Consultant Experience on Your Resume
The experience section of your resume is where potential employers will spend most of their time evaluating you. Simply put, this is where you show them precisely why you’re the right candidate.
However, regardless of how experienced you are, you ought to pack your professional development into one page in your tax consultant resume. Here are some tips that can help you do that:
- Avoid generalization, instead use metrics which quantify your achivements
- Refer to the job description for keywords
- Use only active sentences beginning with an action verb
You may need a few tries until you find the “resume train of thought”.
What about pasting the job you want in ChatGPT or Gemini and then asking the chatbot to help you write the work experience entries you are looking for? You will need to edit the entries to make them sound more human though.
Tax Consultant Resume Examples: Experience
💡top tip
Experience is measured in percentage in tax consulting. How successful are your negotiations? What’s the average sum your clients save from your services? Calculate your performance and showcase the result in the resume!
When writing your experience section, make sure you use bullet points. These will give more structure to your text and allow the recruiter to skim through the most important parts.
Here is how a tax consultant resume example in the experience section should look like:
Right ✅
SRJ Consulting
Chicago, Illinois
Jan 2022 – Present
- Utilized the latest tax codes to minimize tax liabilities and generate more credits and deductions that save clients an average of $600.
- Staying in touch with IRS agents to obtain more successful negotiations on the client’s behalf.
- Managed to level clients with deep debts through negotiation with the IRS with an average success rate of 70%.
- Advised clients on their financial records and settled several clerical duties in case of an error.
Here’s the sample you should avoid:
Wrong ❌
SRJ Consulting
Chicago, Illinois
- I had a rally of successful negotiations on a client’s behalf
- I worked with IRS agents over the years and still maintain the relationships today.
- I always felt motivated when working under pressure, and managed to help many clients
Can you tell the difference? Precision is key. A rally of successful negotiations doesn’t define your persuasive skill. Did you use your management skills to serve a large number of clients? Always define the number.
How to Write the Education Section for a Tax Consultant
Education is of utmost importance to a tax consulting job by default. To become a tax consultant, you must be formally qualified, well-familiar with accounting, and know how to deliver better financial solutions.
Further, thorough knowledge of the Tax Code, utilizing it to minimize tax liabilities, and providing a strategic plan to save more money is something formal education shapes you for.
Many tax and accounting companies prefer tax consultants with academic levels. Especially the senior positions. You might need to have a master’s degree to become a senior tax accountant. At least the majority of reliable tax consulting companies require a post-graduate academic level for a senior tax consultant resume sample.
Therefore, make sure you point out your formal education properly:
- The title and degree obtained;
- The university you graduated from;
- Include your GPA if it is impressive, i.e. above 3.50.
Of course, keep it short and simple, as with the other texts. No need for detailing graduation papers or glorifying grades.
Tax Consultant Resume Education Section
The education section in your resume begins with the latest title and moves to the oldest one (the reverse-chronological resume format). If you have a master’s degree, start with that one, and point out the university, city, and state you’ve graduated from. Repeat the same with the bachelor title.
Right ✅
Master of Science – Master of Taxation
Golden Gate University I San Francisco, California
2020-2022
- Relevant coursework: The impact of AI in accounting and taxes
- Published work: The part of tax incentives for industrial development and economic growth in the US
Bachelor of Economics – Accounting and Taxation
Thomas Jefferson University I Philadelphia, Pennsylvania
2016-2019
- Relevant project: The Great Mortgage Crisis: Impact and Solution
Did you notice in the above section the candidate chose to include their relevant coursework? This can be added when you have less work experience and want to clearly demonstrate your industry knowledge.
The same goes for listing your published work, although you might choose to add these in a separate section at the end of your resume.
Avoid providing generic information in your education part as in the example below:
Wrong ❌
Thomas Jefferson University
2012-2016
- Graduated on time; Undergraduate degree
- Constant collaborations with peers
Don’t make a bullet point if you cannot provide proof for it. Make sure what you write is always of informational value.
The Best Tax Consultant Skills for a Resume
The nature of a tax consultation requires a calculating mindset, awareness of the loopholes in the tax codes, being persuasive and a good listener to attract more clients, and so on.
If you look closely, these skills are similar to those required in a regular accountant resume – some are even similar to a bookkeeper resume.
However, many applicants use a tax consultant resume builder that enlists everything it finds online, regardless of whether it supports the job. That’s where downgrading your resume begins. Therefore, see that you make your own resume. Begin with the nature of the job, and think of the skills you have that can robust your quality in the future.
In a tax consultant case, the hard skills should be more emphasized than the soft skills. Especially when applying for senior positions, you must show more will than usual.
Ideally, you may provide 6-12 skills in bullet points. Check the skills section in the tax consultant resume bullet points example below:
Soft Skills
- Commercial awareness
- Problem-solving skills
- Critical thinking
- Active listening
- Management
- Communication and teamwork
Hard Skills
- Intuit QuickBooks
- Quicken
- ATX Total Tax Office
- Information processing
- Data analysis
- US Tax Code proficient
💡top tip
Use power words to boost your skills section. You can google some suggestions until you can think of the best fit for you.
You should emphasize your IT and tech skills in a list beneath your resume summary if they are prominent within the job description.
How to Add Other Sections for an Effective Resume
The “Other” section of the resume appears flexible; however, it only has room for the final support of your resume. In other words, the purpose of the “Other” section in the resume is to give an overall wrap-up, i.e., the closing arguments that convince you’re fit for the job.
Therefore, if you speak another language or have a course in IT that can boost your resume’s quality, you can mention it here.
Additionally, in this section, you can list the professional certifications you did in your free time or any volunteering that is relevant to the job post.
Simplified, this is one of the best sections where you can enrich your resume.
Tax Consultant Resume Sample Extra Sections
The popular opinion is that tax consultant companies only collaborate with employees with interests and hobbies within the frames of the US Tax Code.
However, the reality is far from it – just like any other business, they respect and prioritize open-minded people with wider horizons.
Did you take part in any financially-related extracurricular activities that could boost your resume? Add them in.
Here is a visual representation of what we mean:
Right ✅
Certifications
- Certified Public Accountant (CPA), 2021
- Tax Certification, NBA, 2020
- Microsoft Office Expert, 2020
Languages
- Spanish (Proficient)
- German (Advanced)
Internships
True Partners Consulting LLC, Chicago, Illinois
2019 – 2020
- Organized client’s tax record under the mentorship of a senior tax consultant
- Participated in reviewing clients’ tax records
- Practiced the Tax Code on mock records
Hobbies
- Creating educational content for social media to raise awareness around saving and taxes.
- Volunteering in local communities
- Participating in marathons
Languages are always a good plus for a job – you never know who your client might be and when you’d have to pull that ace from the sleeve.
Unlike the example above, here is how you shouldn’t make your “Other” section:
Wrong ❌
- I am bilingual as I come from a mixed ethnicity family, so I am fluent in Spanish and German, but I also understand a bit of Portuguese.
- Volunteered at True Partners Consulting LLC
- I enjoy reading more about the economy and taxes in the US
💡top tip
When referencing the number of languages you speak, always mention the level. Additionally, when mentioning volunteering at a famous company, always clearly state the duties you had.
Key Takeaway
Last but not least, when writing your tax consultant resume, it’s all about the mindset. First impressions are hard to forget and happen within the first 3 seconds a person meets you. Since your first encounter with your future employer is in written form, you should use those 3 seconds wisely.
The key takeaway from this resume is that you need to showcase your skills, professional development, education, and achievements.
- Use the reverse-chronological resume format.
- Express yourself neatly by using action verbs instead of cluttering your CV with irrelevant words.
- Focus on your education section, and don’t forget to use bullet points for a clearer view.
- Put a special emphasis on your hard skills, but don’t belittle the soft skills, such as effective communication skills, as these are also important to your employer.
- Support your CV with additional certificates and volunteering experience if you have any. A resume format for a tax consultant like that puts you in a position to negotiate a better salary.
Once you’ve checked all these boxes, you can rest assured you’re on your way to creating the best tax consultant resume that will surely catch the eye of your recruiter.
Reread this article if needed, have a look at our modern resume templates, and use the one you prefer to take your first step toward your dream job!