Employment Percentage
0.9503068699
Ed Level High School
36.369999
Ed Level Certificate
13.64
Ed Level Some College
18.18
Typical Ed Level
a high school diploma or less
Career Description
Prepare tax returns for individuals or small businesses.
Core Tasks
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Explain federal and state tax laws to individuals and companies.
- Answer questions and provide future tax planning to clients.
- Calculate form preparation fees according to return complexity and processing time required.
- Schedule appointments with clients.
Start Annual Earnings
20638.6
Top Annual Earnings
172068.54
EMSI Career Title Slug
tax-preparer