Prepare tax returns for individuals or small businesses.
- 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.
People who work in this occupation generally have the interest code: C.
This means people who work in this occupation generally have Conventional interests.
People who work in this occupation generally prize Relationships, but also value Support and Independence in their jobs.
- 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.
- 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.
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
In 2016, the average annual wage in Pennsylvania was $40,660 with most people making between $17,970 and $73,070
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.
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