Tax Preparers

Bookmark Print History Journal
x

Journal


    • Please sign in to view journal entries
x

Your Employment History in this Occupation

Please sign in to view Employment History
x
Rating
x

Please fill out the fields below to e-mail someone a link to this page

x
Please sign in to bookmark occupations

About the Job

Prepare tax returns for individuals or small businesses.

It is also Called

  • Tax Specialist
  • Tax Preparer
  • Tax Manager
  • Tax Evaluator
  • Tax Consultant
  • Tax Associate
  • Tax Advisor
  • Master Tax Advisor
  • Licensed Tax Consultant
  • Income Tax Preparer
show all

What They Do

  • Explain federal and state tax laws to individuals and companies.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Answer questions and provide future tax planning to clients.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

Interests

People who work in this occupation generally have the interest code: C.

This means people who work in this occupation generally have Conventional interests.

Work Values

People who work in this occupation generally prize Relationships, but also value Support and Independence in their jobs.

Things They Need to Know

  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Things They Need to Be Able to Do

  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Mathematics - Using mathematics to solve problems.

Education Required

Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

Wages

In 2016, the average annual wage in Pennsylvania was $40,660 with most people making between $17,970 and $73,070

Outlook

0.11%
avg. annual growth

During 2014, this occupation employed approximately 2,770 people in Pennsylvania. It is projected that there will be 2,800 employed in 2024.

This occupation will have about 3 openings due to growth and about 67 replacement openings for approximately 70 total annual openings.



Pennsylvania Department of Education