Tax Preparers
Prepare tax returns for individuals or small businesses.
20 alternate job titles:
Corporate Tax Preparer
CPA (Certified Public Accountant)
Credentialed Tax Expert
Credentialed Tax Professional
Enrolled Agent
Income Tax Advisor
Income Tax Consultant
Income Tax Expert
Income Tax Preparer
Licensed Tax Consultant
Preseason Tax Professional
Tax Accountant
Tax Advisor
Tax Associate
Tax Consultant
Tax Evaluator
Tax Preparer
Tax Preparer Assistant
Tax Professional
Tax Specialist
Salary Information
Tax Preparers: $50,560 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Calculate tax information. | General |
| Interview clients to gather financial information. | General |
| Examine financial records. | General |
| Advise others on financial matters. | General |
| Verify accuracy of records. | General |
| Correspond with customers to answer questions or resolve complaints. | General |
| Explain regulations, policies, or procedures. | General |
| Schedule appointments. | General |
| Update professional knowledge. | Maintenance |
| Develop financial plans for clients. | Development |
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Technology Requirements
| Technology | Description |
|---|---|
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft Outlook | Electronic mail software |
| Intuit QuickBooks | Accounting software |
| Microsoft Word | Word processing software |
| Intuit TurboTax | Tax preparation software |
| Tax compliance property tax management software | Compliance software |
| Tax software | Accounting software |
| ACI TaskTracker | Project management software |
| ATX Total Accounting Office | Accounting software |
| ATX Total Tax Office | Tax preparation software |
| CCH ProSystem fx TAX | Tax preparation software |
| Creative Solutions CPA Depreciation | Tax preparation software |
| Creative Solutions UltraTax CS | Tax preparation software |
| Datagroup ElectroFile 1040 | Tax preparation software |
| Datagroup ElectroFile ELF | Tax preparation software |
| Datagroup ElectroFile ST | Tax preparation software |
| Datair Employee Benefits Systems | Financial analysis software |
| Electronic ToolKit for Tax Preparers | Tax preparation software |
| Email software | Electronic mail software |
| ExacTax PackageEX | Tax preparation software |
| GreatTax | Tax preparation software |
| Greatland Corporation Winfiler | Human resources software |
| Intellitax financial solutions software | Tax preparation software |
| Intuit ProSeries | Tax preparation software |
| Kleinrock Publishing | Financial analysis software |
| LaCerte 1040 Tax Analyzer | Tax preparation software |
| Laserfiche Avante | Document management software |
| M8 Client Billing | Accounting software |
| Microsoft Internet Explorer | Internet browser software |
| Petz Enterprises V-Tax | Tax preparation software |
| Quicken | Accounting software |
| Sales Tax Tools Sales Tax Researcher | Financial analysis software |
| ScheduleVIEW | Calendar and scheduling software |
| Sungard Relius | Financial analysis software |
| Sync Essentials Trade Accountant | Financial analysis software |
| Thomson GoSystem MyTaxInfo | Spreadsheet software |
| Thomson Reuters UltraTax CS | Tax preparation software |
| Universal Tax Systems TaxWise | Tax preparation software |
| Web page creation and editing software | Web page creation and editing software |
| Microsoft Access | Data base user interface and query software |
| Sage 50 Accounting | Data base user interface and query software |
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Relevant Certifications
Industry certifications that may be valuable for this career role:
| Certification | Issuing Organization | Practice Test |
|---|---|---|
| Accredited Tax Advisor | Accreditation Council for Accountancy and Taxation | Not Available |
| Accredited Tax Preparer | Accreditation Council for Accountancy and Taxation | Not Available |
| Certified International Tax Analyst | American Academy of Financial Management | Not Available |
| Certified Tax Specialist | Institute of Business & Finance | Not Available |
| Tax Certification | National Association of Certified Public Bookkeepers | Not Available |
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