Prepare tax returns for individuals or small businesses.
- Certified Income Tax Preparer (CTP)
- Corporate Tax Preparer
- Enrolled Agent
- Income Tax Preparer
- Tax Advisor
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- Tax Associate
- Tax Consultant
- Tax Preparer
- Tax Professional
- Tax Specialist
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- 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.
All 12 displayed
- 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.
- Schedule appointments with clients.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
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- 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.
All 10 displayed
- 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.
- Schedule appointments.
- Update professional knowledge.
- Verify accuracy of records.
- Accounting Officer (Navy - Commissioned or Warrant Officer)
- Financial Management Resource Officer (Marine Corps - Warrant Officer only)
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- Internal Review Officer (Navy - Commissioned or Warrant Officer)
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- Enrolled Agent Tax Consultant
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