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Tax Specialist

Quick Facts

Median Salary$79,456
Most Common EducationBachelor's degree
Projected 10-Year Growth-15.23%
Assessment MatchTake the Assessment

What They Do

A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.


Core Tasks:

  • Send notices to taxpayers when accounts are delinquent.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Answer questions from taxpayers and assist them in completing tax forms.

What to expect as a Tax Specialist

1Earn a Bachelor's degree

51% of people achieve this level of education.

2Gain skills and experience

See Tax Specialist related courses on Tallo

3Land a job

5555 openings for Tax Specialists

Career Progression

in United States (Nation)

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