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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

  • Tax Preparer
  • Tax Advisor
  • Tax Associate
  • Tax Consultant
  • Tax Specialist
  • Income Tax Preparer
  • Paraprofessional
  • Certified Income Tax Preparer (CTP)
  • Corporate Tax Preparer

SOC Occupation Groups

Related Occupations

Tasks

  • 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.
  • 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

  • compute financial data
  • compute taxes
  • examine documents for completeness, accuracy, or conformance to standards
  • fill out business or government forms
  • follow tax laws or regulations
  • interview client to obtain additional tax information
  • maintain appointment calendar
  • maintain records, reports, or files
  • obtain financial information from individuals
  • obtain information from individuals
  • operate business machines
  • prepare financial reports
  • prepare reports
  • prepare tax reports
  • prepare tax returns
  • use computers to enter, access or retrieve data
  • use interviewing procedures
  • write business correspondence

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Tax Preparer