Occupation Profile for Tax Preparers

opportunity | video

Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.

 

Tasks

  • Core — Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Core — Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Core — Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Core — Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Core — Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

Activities

  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • 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.
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.