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Tax Preparers

Also called: Income Tax Preparer, Tax Advisor, Tax Consultant, Tax Preparer

What they do:
Prepare tax returns for individuals or small businesses.
On the job, you would:
  • 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.

Knowledge

Business
  • customer service
  • accounting and economics
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Arts and Humanities
  • English language
Engineering and Technology
  • computers and electronics

Skills

Basic Skills
  • listening to others, not interrupting, and asking good questions
  • reading work related information
Problem Solving
  • noticing a problem and figuring out the best way to solve it

Abilities

Verbal
  • listen and understand what people say
  • read and understand what is written
Math
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
Ideas and Logic
  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information

Personality

People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
  • Attention to Detail
  • Integrity
  • Dependability
  • Achievement/Effort
  • Stress Tolerance
  • Analytical Thinking

Technology

You might use software like this on the job:

Tax preparation software
  • ATX Total Tax Office
  • CCH ProSystem fx TAX
Financial analysis software
  • Sales Tax Tools Sales Tax Researcher
  • Sync Essentials Trade Accountant
Accounting software
  • ATX Total Accounting Office
  • Intuit QuickBooks software

Education

Education: (rated 3 of 5)
high school diploma/GED or
associate's degree
usually needed

Get started on your career:

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Job Outlook

Average Outlook
New job opportunities are likely in the future.
Salary
$35,310
per year, on average
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See more details at O*NET OnLine about tax preparers.