Tax Preparers

Finance > Business Finance

Projected Growth: Average

10600+
Projected Job Openings

Medium Preparation Needed

Job Description

Your job is to Prepare tax returns for individuals or small businesses.

Common job titles of Tax Preparers include:
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Experience and Education

Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

  • 30% said they needed a High School Diploma.

  • 25% said they needed a Associate's Degree.

Tasks

    Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

    Answer questions and provide future tax planning to clients.

    Explain federal and state tax laws to individuals and companies.

    Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

    Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

    Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

    Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

    Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

    Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

    Calculate form preparation fees according to return complexity and processing time required.

    Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Tools

Notebook computers

Desktop computers

10-key calculators

Technologies

Intuit QuickBooks

Microsoft Excel

ACI TaskTracker

ATX Total Accounting Office

ATX Total Tax Office

CCH ProSystem fx TAX

Creative Solutions CPA Depreciation

All Technologies

Creative Solutions UltraTax CS

Datagroup ElectroFile 1040

Datagroup ElectroFile ELF

Datagroup ElectroFile ST

Datair Employee Benefits Systems

Electronic ToolKit for Tax Preparers

Email software

ExacTax PackageEX

Greatland Corporation Winfiler

GreatTax

Intuit ProSeries

Intuit Quicken

Kleinrock Publishing

LaCerte 1040 Tax Analyzer

Laserfiche Avante

M8 Client Billing

Microsoft Internet Explorer

Orrtax Software IntelliTax

Petz Enterprises V-Tax

Sage 50 Accounting

Sales Tax Tools Sales Tax Researcher

ScheduleVIEW

Sungard Relius

Sync Essentials Trade Accountant

Tax software

Thomson GoSystem MyTaxInfo

Thomson Reuters UltraTax CS

Universal Tax Systems TaxWise

Web page creation and editing software

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Reading Comprehension

Understanding written sentences and paragraphs in work related documents.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Speaking

Talking to others to convey information effectively.

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Mathematics

Using mathematics to solve problems.

Complex Problem Solving

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.

Service Orientation

Actively looking for ways to help people.

Abilities

Listen to and understand information and ideas presented through spoken words and sentences.

Cognitive Abilities › Verbal Abilities › Oral Comprehension

See details at close range (within a few feet of the observer).

Sensory Abilities › Visual Abilities › Near Vision

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Occupation Sections

Knowledge

No areas of knowledge found

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