Tax Preparers

Role Description

Prepare tax returns for individuals or small businesses.

Understanding written sentences and paragraphs in work-related documents.
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.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Understanding the implications of new information for both current and future problem-solving and decision-making.
Talking to others to convey information effectively.

Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
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.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.