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Tax Preparers - 13-2082.00

O*NET-SOC Description

Prepare tax returns for individuals or small businesses.

Sample of Reported Job Titles

  • Certified Income Tax Preparer (CTP)
  • Corporate Tax Preparer
  • Enrolled Agent
  • Income Tax Preparer
  • Master Tax Advisor
  • Tax Advisor
  • Tax Associate
  • Tax Consultant
  • Tax Preparer
  • Tax Specialist

SOC Occupation Groups

Related Occupations

Tasks

  • Answer questions and provide future tax planning to clients.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Explain federal and state tax laws to individuals and companies.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

Detailed Work Activities

  • Advise others on financial matters.
  • Calculate tax information.
  • Correspond with customers to answer questions or resolve complaints.
  • Develop financial plans for clients.
  • Examine financial records.
  • Explain regulations, policies, or procedures.
  • Interview clients to gather financial information.
  • Update professional knowledge.
  • Verify accuracy of records.

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Tax Preparer