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Also known as:
Corporate Tax Preparer, Income Tax Advisor, Income Tax Preparer, Licensed Tax Consultant, Tax Consultant, Tax Specialist
Most Americans dread their annual income tax returns. The exceptions are the men and women who have made tax form preparation their occupation. Tax preparers take information from clients and fill out the forms. Some do it manually, others use computers.
Most tax preparers work on personal in ...
come tax forms. Business returns require more experience, college education, professional credentials, and supervision by controllers or certified public accountants. Tax preparers need a high school diploma or equivalent. The work demands attention to detail, mathematical ability, good penmanship and computer literacy.
Large tax preparation firms offer courses for seasonal candidates. The equivalent of a college course on taxes, they review changes to taxpayer obligations and deductions. The work of tax preparers is usually seasonal, requiring long hours between February 1st and April 15th.
Most tax preparers have other careers and some are college students or retirees. If you are looking for a seasonal job and have an aptitude for math or accounting, consider a job as a tax preparer.
SNAPSHOT
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Prepare tax returns for individuals or small businesses.
Leadership
LOW
Critical decision making
HIGH
Level of responsibilities
LOW
Job challenge and pressure to meet deadlines
HIGH
Dealing and handling conflict
LOW
Competition for this position
HIGH
Communication with others
HIGH
Work closely with team members, clients etc.
HIGH
Comfort of the work setting
HIGH
Exposure to extreme environmental conditions
LOW
Exposure to job hazards
LOW
Physical demands
LOW
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DAILY TASKS
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Calculate form preparation fees according to return complexity and processing time required.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
MAIN ACTIVITIES
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Processing Information
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Evaluating Information to Determine Compliance with Standards
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Interacting With Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Analyzing Data or Information
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Updating and Using Relevant Knowledge
Keeping up-to-date technically and applying new knowledge to your job.
Performing for or Working Directly with the Public
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
AREAS OF KNOWLEDGE
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Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Clerical
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Law and Government
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
KEY ABILITIES
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Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Near Vision
The ability to see details at close range (within a few feet of the observer).
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
The ability to apply general rules to specific problems to produce answers that make sense.
Mathematical Reasoning
The ability to choose the right mathematical methods or formulas to solve a problem.
Speech Clarity
The ability to speak clearly so others can understand you.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Speech Recognition
The ability to identify and understand the speech of another person.
TOP SKILLS
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Reading Comprehension
Understanding written sentences and paragraphs in work related documents.
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.
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.
Social Perceptiveness
Being aware of others' reactions and understanding why they react as they do.
Monitoring
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Complex Problem Solving
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Mathematics
Using mathematics to solve problems.
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