• Academics

Tax Preparers

13-2082.00

Median wages

$39,760

Prepare tax returns for individuals or small businesses.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Answer questions and provide future tax planning to clients.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Explain federal and state tax laws to individuals and companies.
  • Accounting software — ATX Total Accounting Office; Intuit QuickBooks Hot technology ; M8 Client Billing; Tax software Hot technology 
  • Calendar and scheduling software — ScheduleVIEW
  • Data base user interface and query software — Microsoft Access Hot technology ; Sage 50 Accounting Hot technology
  • Document management software — Laserfiche Avante
  • Electronic mail software — Email software; Microsoft Outlook Hot technology
  • Financial analysis software — Datair Employee Benefits Systems; Sales Tax Tools Sales Tax Researcher; Sungard Relius; Sync Essentials Trade Accountant 
  • Human resources software — Greatland Corporation Winfiler
  • Internet browser software — Microsoft Internet Explorer
  • Office suite software — Microsoft Office
  • Project management software — ACI TaskTracker
  • Spreadsheet software — Microsoft Excel Hot technology ; Thomson GoSystem MyTaxInfo
  • Tax preparation software — ATX Total Tax Office; CCH ProSystem fx TAX; Creative Solutions UltraTax CS; Petz Enterprises V-Tax 
  • Web page creation and editing software
  • Word processing software — Microsoft Word
  • 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.
  • 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.
  • Mathematics — Using mathematics to solve problems.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience.
  • 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.
  • Service Orientation — Actively looking for ways to help people.
  • Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do.
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