Also called: Enrolled Agent, Tax Advisor, Tax Consultant, Tax Preparer
Produced by CareerOneStop
Video transcript: skip transcript
Tax preparers prepare tax returns, and help individuals and small business put their documents in order to make filing taxes as accurate and efficient as possible. Preparers begin by interviewing clients about their taxable income, deductible expenses, and any allowances they may be eligible for. Their goal is to minimize their client’s tax bill, while ensuring all tax laws are obeyed. Preparers use the information from their interviews and client records to complete all necessary tax forms, compute taxes owed or returns due to be refunded, and then give clients instructions for filing their taxes correctly. Often, tax preparers file forms electronically on behalf of their clients. For clients with unusual returns or complicated business affairs, preparers may consult tax law handbooks and bulletins to determine the correct procedure, and explain applicable laws to clients. They also help clients with future tax planning. Tax preparers typically work in offices where they meet with clients. Work schedules often exceed 40 hours a week and are busier as the mid-April tax deadline approaches. Tax preparers are trained on the job and typically need a high school diploma. Some positions may also require an associate’s or bachelor’s degree.
What they do:Prepare tax returns for individuals or small businesses.
On the job, you would:
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- 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.
- customer service
- accounting and economics
Arts and Humanities
- English language
Engineering and Technology
- computers and electronics
Safety and Government
- law and government
- reading work related information
- listening to others, not interrupting, and asking good questions
- noticing a problem and figuring out the best way to solve it
- listen and understand what people say
- read and understand what is written
- add, subtract, multiply, or divide
- choose the right type of math to solve a problem
Ideas and Logic
- use rules to solve problems
- make general rules or come up with answers from lots of detailed information
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
- Attention to Detail
- Self Control
- Stress Tolerance
You might use software like this on the job:
Tax preparation software
- ATX Total Tax Office
- Petz Enterprises V-Tax
Financial analysis software
- Sungard Relius
- Sync Essentials Trade Accountant