Tax Preparer

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AVG. SALARY

$62,070

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EDUCATION

High school preferred +

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JOB OUTLOOK

Stable

What They Do

Tax Preparers Career Video

About This Career

Prepares tax returns for individuals or small businesses.

This career is part of the Financial Services cluster Financial Strategy & Investments pathway.

A person in this career:

  • Computes taxes owed or overpaid, using adding machines or personal computers, and completes entries on forms, following tax form instructions and tax tables.
  • Uses all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Computes taxes owed or overpaid, using adding machines or personal computers, and completes entries on forms, following tax form instructions and tax tables.
  • Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Prepares or assists in preparing simple to complex tax returns for individuals or small businesses.
  • Reviews financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Checks data input or verifies totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Explains federal and state tax laws to individuals and companies.
  • Answers questions and provides future tax planning to clients.
  • Consults tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Seasonal work

Specialty and Similar Careers

Careers that are more detailed or close to this career:

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