Description:
Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
Tasks
- 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.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Calculate form preparation fees according to return complexity and processing time required.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Knowledge
- Economics and Accounting
- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- 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.
- Computers and Electronics
- Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
- English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Law and Government
- Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Sales and Marketing
- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Administration and Management
- Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
- Personnel and Human Resources
- Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
Skills
- Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
- 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.
- Speaking
- Talking to others to convey information effectively.
- Time Management
- Managing one's own time and the time of others.
- Active Learning
- Understanding the implications of new information for both current and future problem-solving and decision-making.
- Mathematics
- Using mathematics to solve problems.
- Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Learning Strategies
- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
- Complex Problem Solving
- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
- Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Abilities
- Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Near Vision
- The ability to see details at close range (within a few feet of the observer).
- Written Comprehension
- The ability to read and understand information and ideas presented in writing.
- Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
- Speech Clarity
- The ability to speak clearly so others can understand you.
- Mathematical Reasoning
- The ability to choose the right mathematical methods or formulas to solve a problem.
- Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
- Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
- 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).
- Speech Recognition
- The ability to identify and understand the speech of another person.
Work 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.
- Interacting With Computers
- Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Getting Information
- Observing, receiving, and otherwise obtaining information from all relevant sources.
- Analyzing Data or Information
- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Updating and Using Relevant Knowledge
- Keeping up-to-date technically and applying new knowledge to your job.
- 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.
- Establishing and Maintaining Interpersonal Relationships
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Identifying Objects, Actions, and Events
- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
- Communicating with Persons Outside 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.
Work Context
- Telephone
- How often do you have telephone conversations in this job?
- Spend Time Sitting
- How much does this job require sitting?
- Importance of Being Exact or Accurate
- How important is being very exact or highly accurate in performing this job?
- 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?
- Importance of Repeating Same Tasks
- How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?
- Face-to-Face Discussions
- How often do you have to have face-to-face discussions with individuals or teams in this job?
- Indoors, Environmentally Controlled
- How often does this job require working indoors in environmentally controlled conditions?
- Deal With External Customers
- How important is it to work with external customers or the public in this job?
- Impact of Decisions on Co-workers or Company Results
- How do the decisions an employee makes impact the results of co-workers, clients or the company?
- Structured versus Unstructured Work
- To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
Interests
- Conventional
- Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
- Enterprising
- Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
- Social
- Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
- Realistic
- Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
- Investigative
- Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
- Artistic
- Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
Work Style
- Integrity
- Job requires being honest and ethical.
- Attention to Detail
- Job requires being careful about detail and thorough in completing work tasks.
- Dependability
- Job requires being reliable, responsible, and dependable, and fulfilling obligations.
- Self Control
- Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
- Stress Tolerance
- Job requires accepting criticism and dealing calmly and effectively with high stress situations.
- Analytical Thinking
- Job requires analyzing information and using logic to address work-related issues and problems.
- Cooperation
- Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
- Initiative
- Job requires a willingness to take on responsibilities and challenges.
- Independence
- Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
- Persistence
- Job requires persistence in the face of obstacles.
Work Value
- 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.
- Support
- Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
- Independence
- Occupations that satisfy this work value allow employs to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
- Achievement
- Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
- Working Conditions
- Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
- Recognition
- Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
Related Occupations
- Insurance Appraisers, Auto Damage
- Credit Analysts
- Insurance Underwriters
- Tax Examiners, Collectors, and Revenue Agents
- Actuaries
- Credit Checkers
- Loan Interviewers and Clerks
- New Accounts Clerks
- Insurance Claims Clerks
Common Lay Titles
- Accountant
- Bookkeeper
- Certified Income Tax Preparer (CTP)
- Certified Public Accountant (CPA)
- Corporate Tax Preparer
- Income Tax Advisor
- Income Tax Consultant
- Income Tax Expert
- Income Tax Preparer
- Paraprofessional
- Tax Accountant
- Tax Advisor
- Tax Associate
- Tax Consultant
- Tax Evaluator
- Tax Manager
- Tax Preparer
- Tax Specialist