Tax Preparers

client customer tax return conventional interests return for individuals financial record small business personal service schedule appointment computer

CPA (Certified Public Accountant), Enrolled Agent, Tax Advisor, Tax Preparer

What they do:
Prepare tax returns for individuals or small businesses.
On the job, you would:
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Knowledge

Business

  • accounting and economics
  • customer service

Arts and Humanities

  • English language

Math and Science

  • arithmetic, algebra, geometry, calculus, or statistics

Safety and Government

  • law and government

Skills

Basic Skills

  • reading work related information
  • listening to others, not interrupting, and asking good questions

Problem Solving

  • noticing a problem and figuring out the best way to solve it

Abilities

Verbal

  • listen and understand what people say
  • communicate by speaking

Ideas and Logic

  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information

Math

  • add, subtract, multiply, or divide
  • choose the right type of math to solve a problem

Personality

People interested in this work like activities that include data, detail, and regular routines.

They do well at jobs that need:

  • Integrity
  • Attention to Detail
  • Dependability
  • Stress Tolerance
  • Achievement/Effort
  • Persistence

Technology

You might use software like this on the job:

Accounting software

  • Intuit QuickBooks Hot Technology
  • Tax software In Demand

Tax preparation software

  • Intuit TurboTax In Demand
  • Petz Enterprises V-Tax

Financial analysis software

  • Sungard Relius
  • Sync Essentials Trade Accountant

Education

Education: (rated 3 of 5)
high school diploma/GED or
certificate after high school
usually needed

Get started on your career:

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Job Outlook

Bright
New job opportunities are very likely in the future.
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See more details at O*NET OnLine about Tax Preparers.