Tax Preparer
Quick Facts
Median Salary$31,102
Most Common EducationBachelor's degree
Projected 10-Year Growth+31.43%
Assessment MatchTake the Assessment
What They Do
A Tax Preparer prepares tax returns for individuals or small businesses, with certification as required by the Internal Revenue Service. Provides knowledge and experience with tax law, accounting and software.
Core 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.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- 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.
- Answer questions and provide future tax planning to clients.
- Explain federal and state tax laws to individuals and companies.
- 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.
What to expect as a Tax Preparer
1Earn a Bachelor's degree
9% of people achieve this level of education.
2Gain skills and experience
See Tax Preparer related courses on Tallo
3Land a job
319 openings for Tax Preparers
Career Progression
in United States (Nation)
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