Tax Preparers

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Job Description

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Key Tasks

• 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.
• 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.
• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Explain federal and state tax laws to individuals and companies.
• Answer questions and provide future tax planning to clients.
• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculate form preparation fees according to return complexity and processing time required.
• Schedule appointments with clients.

O*NET Information

• SOC Code: 13-2082.00
• Title: Tax Preparers

Related Occupations

Based on O*NET Standard Occupational Classification.

Career Resources

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  title: 'Tax Preparers',
  description: 'undefined',
  socCode: '13-2082.00',
})