Tax Preparers

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Job Outlook:
None
Education: High school diploma or equivalent Details

Education Details

38%
High School Diploma - or the equivalent (for example, GED)
24%
Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production)
24%
Bachelor's Degree
14%
Associate's Degree (or other 2-year degree)
Salary
High: $96,610.00
Average: $55,840.00
Hourly
Average: $26.85

Summary of What they do:

Prepare tax returns for individuals or small businesses.

Responsibilities
  • Develop financial plans for clients.
  • Correspond with customers to answer questions or resolve complaints.
  • Explain regulations, policies, or procedures.
  • Schedule appointments.
  • Calculate tax information.
  • Interview clients to gather financial information.
  • Examine financial records.
  • Advise others on financial matters.
  • Update professional knowledge.
  • Verify accuracy of records.
  • Tasks On The Job

    1. Answer questions and provide future tax planning to clients.
    2. Calculate form preparation fees according to return complexity and processing time required.
    3. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
    4. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
    5. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
    6. Explain federal and state tax laws to individuals and companies.
    7. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
    8. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
    9. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
    10. Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
    11. Schedule appointments with clients.
    12. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
    Personality Strengths Icon
    Personality Strengths:
    Determined by your work personality assessment.
    Strength Icon
    Strength:
    Determined by your Aptitude Aversion Assessment (A3).
    Caution Icon
    Caution:
    Potentially negative impact as a result of your A3.
    Warning Icon
    Warning:
    Likely negative impact as a result of your A3.
    Potential Strength Icon
    Potential Strength:
    A characteristic you could perform competently, but may not come naturally.

    PERSONALITY

    KEY:
    Personality Strengths
    Strength
    Caution
    Warning
    Potential Strength
    Your Assessment Results
    CAREER CHARACTERISTICS
    Importance
    ? ?  ?  ?
    40% Dependability  -  A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
    Your Assessment Results
    IMPORTANT STRENGTHS
    Importance
    ? ?  ?  ?
    97% Conventional  -  Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
    Your Assessment Results
    WORK VALUES
    Importance
    ? ?  ?  ?
    61% Relationships  -  Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

    APTITUDES

    KEY:
    Personality Strengths
    Strength
    Caution
    Warning
    Potential Strength
    Your Assessment Results
    ABILITIES | SKILLS
    Importance
    ? ?  ?  ?
    75% Oral Comprehension  -  The ability to listen to and understand information and ideas presented through spoken words and sentences.
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    72% Written Comprehension  -  The ability to read and understand information and ideas presented in writing.
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    72% Oral Expression  -  The ability to communicate information and ideas in speaking so others will understand.
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    72% Near Vision  -  The ability to see details at close range (within a few feet of the observer).
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    69% Deductive Reasoning  -  The ability to apply general rules to specific problems to produce answers that make sense.
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    57% Reading Comprehension  -  Understanding written sentences and paragraphs in work-related documents.
    ? ?  ?  ?
    57% 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.
    ? ?  ?  ?
    56% Inductive Reasoning  -  The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
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    56% Information Ordering  -  The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
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    56% Number Facility  -  The ability to add, subtract, multiply, or divide quickly and correctly.
    ? ?  ?  ?
    53% Category Flexibility  -  The ability to generate or use different sets of rules for combining or grouping things in different ways.
    ? ?  ?  ?
    53% Speech Clarity  -  The ability to speak clearly so others can understand you.
    ? ?  ?  ?
    52% Critical Thinking  -  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
    Your Assessment Results
    TASKS | ACTIVITIES
    Importance
    ? ?  ?  ?
    92% Working with Computers  -  Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
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    89% Getting Information  -  Observing, receiving, and otherwise obtaining information from all relevant sources.
    ? ?  ?  ?
    87% Updating and Using Relevant Knowledge  -  Keeping up-to-date technically and applying new knowledge to your job.
    ? ?  ?  ?
    81% Documenting/Recording Information  -  Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
    ? ?  ?  ?
    81% Processing Information  -  Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
    ? ?  ?  ?
    74% Evaluating Information to Determine Compliance with Standards  -  Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
    ? ?  ?  ?
    72% Analyzing Data or Information  -  Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
    ? ?  ?  ?
    72% Organizing, Planning, and Prioritizing Work  -  Developing specific goals and plans to prioritize, organize, and accomplish your work.
    ? ?  ?  ?
    72% Making Decisions and Solving Problems  -  Analyzing information and evaluating results to choose the best solution and solve problems.
    ? ?  ?  ?
    70% Interpreting the Meaning of Information for Others  -  Translating or explaining what information means and how it can be used.
    ? ?  ?  ?
    69% Establishing and Maintaining Interpersonal Relationships  -  Developing constructive and cooperative working relationships with others, and maintaining them over time.
    ? ?  ?  ?
    66% Identifying Objects, Actions, and Events  -  Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
    ? ?  ?  ?
    62% Communicating with Supervisors, Peers, or Subordinates  -  Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
    ? ?  ?  ?
    62% Performing for or Working Directly with the Public  -  Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
    ? ?  ?  ?
    61% Scheduling Work and Activities  -  Scheduling events, programs, and activities, as well as the work of others.
    ? ?  ?  ?
    60% Communicating with People Outside the Organization  -  Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
    ? ?  ?  ?
    58% Providing Consultation and Advice to Others  -  Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
    ? ?  ?  ?
    56% Performing Administrative Activities  -  Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
    ? ?  ?  ?
    54% Training and Teaching Others  -  Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
    ? ?  ?  ?
    51% Resolving Conflicts and Negotiating with Others  -  Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
    Your Assessment Results
    CONTEXT | ATTRIBUTES
    Importance
    ? ?  ?  ?
    98% Importance of Being Exact or Accurate  -  How important is being very exact or highly accurate in performing this job?
    ? ?  ?  ?
    86% Spend Time Sitting  -  How much does this job require sitting?
    ? ?  ?  ?
    86% E-Mail  -  How frequently does your job require you to use E-mail?
    ? ?  ?  ?
    85% Telephone Conversations  -  How often do you have telephone conversations in this job?
    ? ?  ?  ?
    81% Importance of Repeating Same Tasks  -  How important are continuous, repetitive, physical activities (like key entry) or mental activities (like checking entries in a ledger) to performing this job?
    ? ?  ?  ?
    78% Face-to-Face Discussions with Individuals and Within Teams  -  How frequently does your job require face-to-face discussions with individuals and within teams?
    ? ?  ?  ?
    76% Time Pressure  -  How often does this job require the worker to meet strict deadlines?
    ? ?  ?  ?
    75% Contact With Others  -  How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
    ? ?  ?  ?
    71% Freedom to Make Decisions  -  How much decision making freedom, without supervision, does the job offer?
    ? ?  ?  ?
    69% Impact of Decisions on Co-workers or Company Results  -  What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?
    ? ?  ?  ?
    67% Deal With External Customers or the Public in General  -  How important is it to deal with external customers (as in retail sales) or the public in general (as in police work) in this job?
    ? ?  ?  ?
    65% Frequency of Decision Making  -  How often is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
    ? ?  ?  ?
    64% Determine Tasks, Priorities and Goals  -  How much freedom does the worker have in determining the tasks, priorities, or goals of the job?
    ? ?  ?  ?
    60% Indoors, Environmentally Controlled  -  How often does this job require working indoors in an environmentally controlled environment (like a warehouse with air conditioning)?
    ? ?  ?  ?
    60% Level of Competition  -  To what extent does this job require the worker to compete or to be aware of competitive pressures?
    ? ?  ?  ?
    55% Spend Time Making Repetitive Motions  -  How much does this job require making repetitive motions?
    ? ?  ?  ?
    53% Written Letters and Memos  -  How frequently does your job require written letters and memos?
    ? ?  ?  ?
    67% Duration of Typical Work Week  -  Number of hours typically worked in one week.
    ? ?  ?  ?
    65% Work Schedules  -  How regular are the work schedules for this job?

    Information provided by CareerFitter, LLC and other sources.

    Sections of this page includes information from the O*NET 27.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license.

    CareerFitter, LLC has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.