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.
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.