- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
Job Description: Prepare tax returns for individuals or small businesses.
Tax Preparers spend a lot of their time Processing Information. They are naturally good at Written Comprehension, Near Vision, Number Facility, and Oral Expression. Tax Preparers are typically characterized as being Conventional and Enterprising. They are usually very knowledgable about Economics and Accounting, Customer and Personal Service, and Mathematics and are skilled at Reading Comprehension and Active Listening.
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Work Activities
Processing Information
Updating and Using Relevant Knowledge
Establishing and Maintaining Interpersonal Relationships
Performing for or Working Directly with the Public
Getting Information
Evaluating Information to Determine Compliance with Standards
Analyzing Data or Information
Performing Administrative Activities
Judging the Qualities of Things, Services, or People
Identifying Objects, Actions, and Events
Organizing, Planning, and Prioritizing Work
Making Decisions and Solving Problems
Provide Consultation and Advice to Others
Communicating with Persons Outside Organization
Communicating with Supervisors, Peers, or Subordinates
Interacting With Computers
Thinking Creatively
Developing Objectives and Strategies
Monitor Processes, Materials, or Surroundings
Interpreting the Meaning of Information for Others
Documenting/Recording Information
Scheduling Work and Activities
Estimating the Quantifiable Characteristics of Products, Events, or Information
Coaching and Developing Others
Monitoring and Controlling Resources
Resolving Conflicts and Negotiating with Others
Selling or Influencing Others
Training and Teaching Others
Staffing Organizational Units
Guiding, Directing, and Motivating Subordinates
Coordinating the Work and Activities of Others
Assisting and Caring for Others
Inspecting Equipment, Structures, or Material
Handling and Moving Objects
Developing and Building Teams
Controlling Machines and Processes
Repairing and Maintaining Electronic Equipment
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
Repairing and Maintaining Mechanical Equipment
Abilities
Written Comprehension
Near Vision
Number Facility
Oral Expression
Deductive Reasoning
Oral Comprehension
Mathematical Reasoning
Problem Sensitivity
Information Ordering
Speech Recognition
Category Flexibility
Speech Clarity
Inductive Reasoning
Fluency of Ideas
Flexibility of Closure
Written Expression
Finger Dexterity
Originality
Perceptual Speed
Speed of Closure
Selective Attention
Time Sharing
Memorization
Visualization
Auditory Attention
Hearing Sensitivity
Far Vision
Manual Dexterity
Visual Color Discrimination
Arm-Hand Steadiness
Control Precision
Depth Perception
Interests
Conventional
Enterprising
Social
Realistic
Investigative
Artistic
Knowledge
Economics and Accounting
Customer and Personal Service
Mathematics
Clerical
Computers and Electronics
Law and Government
English Language
Sales and Marketing
Administration and Management
Personnel and Human Resources
Education and Training
Communications and Media
Production and Processing
Telecommunications
Foreign Language
Psychology
Public Safety and Security
Transportation
Wages
Massachusetts
$59,430
New Jersey
$48,990
Alaska
$46,420
California
$41,440
Delaware
$41,160
Vermont
$41,110
New Hampshire
$40,550
Oregon
$40,230
Nevada
$39,510
Colorado
$38,990
Arizona
$38,500
Georgia
$35,900
Idaho
$34,450
Minnesota
$33,990
Utah
$33,870
Hawaii
$33,760
Texas
$33,640
Connecticut
$33,280
District of Columbia
$33,040
South Carolina
$32,640
South Dakota
$31,430
Wisconsin
$31,350
Virginia
$31,300
Ohio
$31,110
Nebraska
$30,980
Louisiana
$30,390
Pennsylvania
$29,850
New York
$29,810
Illinois
$29,660
Wyoming
$29,590
Indiana
$29,260
Kansas
$28,690
Montana
$28,490
Washington
$28,470
Maine
$28,120
Michigan
$27,820
Missouri
$27,520
Alabama
$27,430
Tennessee
$26,860
North Carolina
$26,730
New Mexico
$25,490
Oklahoma
$25,480
Iowa
$24,250
Kentucky
$23,980
Maryland
$23,680
North Dakota
$23,430
Arkansas
$23,310
Mississippi
$23,140
West Virginia
$21,960
Florida
$21,280
Puerto Rico
$20,870
Rhode Island
$19,850
Skills
Reading Comprehension
Active Listening
Critical Thinking
Speaking
Service Orientation
Judgment and Decision Making
Complex Problem Solving
Mathematics
Monitoring
Active Learning
Writing
Time Management
Social Perceptiveness
Instructing
Learning Strategies
Persuasion
Coordination
Systems Analysis
Negotiation
Systems Evaluation
Operations Analysis
Management of Personnel Resources
Quality Control Analysis
Science
Management of Financial Resources
Programming
Management of Material Resources
Operation Monitoring
Technology Design
Work Values
Relationships
Support
Independence
Achievement
Working Conditions
Recognition
Work Styles
Integrity
Attention to Detail
Dependability
Self Control
Stress Tolerance
Analytical Thinking
Cooperation
Initiative
Independence
Persistence
Achievement/Effort
Adaptability/Flexibility
Concern for Others
Leadership
Social Orientation
Innovation
Related University Degree Programs
Work Context
Telephone
Spend Time Sitting
Importance of Being Exact or Accurate
Contact With Others
Importance of Repeating Same Tasks
Face-to-Face Discussions
Indoors, Environmentally Controlled
Deal With External Customers
Impact of Decisions on Co-workers or Company Results
Structured versus Unstructured Work
Freedom to Make Decisions
Letters and Memos
Frequency of Decision Making
Time Pressure
Level of Competition
Deal With Unpleasant or Angry People
Work With Work Group or Team
Physical Proximity
Consequence of Error
Degree of Automation
Frequency of Conflict Situations
Spend Time Making Repetitive Motions
Coordinate or Lead Others
Electronic Mail
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Responsibility for Outcomes and Results
Work Schedules
Sounds, Noise Levels Are Distracting or Uncomfortable
Duration of Typical Work Week
Public Speaking
Responsible for Others' Health and Safety
Cramped Work Space, Awkward Positions
Spend Time Standing
Extremely Bright or Inadequate Lighting
Pace Determined by Speed of Equipment
Spend Time Walking and Running
Spend Time Bending or Twisting the Body
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Very Hot or Cold Temperatures
Exposed to Disease or Infections
Deal With Physically Aggressive People
Exposed to Minor Burns, Cuts, Bites, or Stings
Spend Time Kneeling, Crouching, Stooping, or Crawling
Indoors, Not Environmentally Controlled
Outdoors, Exposed to Weather
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
In an Open Vehicle or Equipment
Spend Time Keeping or Regaining Balance
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Outdoors, Under Cover
-40 hours-
Duration of Typical Work Week
-A lot of freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-About half the time-
Spend Time Making Repetitive Motions
Spend Time Bending or Twisting the Body
Spend Time Walking and Running
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Standing
Spend Time Sitting
Spend Time Keeping or Regaining Balance
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
-Completely automated-
Degree of Automation
-Constant contact with others-
Contact With Others
-Contact with others about half the time-
Contact With Others
-Contact with others most of the time-
Contact With Others
-Continually or almost continually-
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Making Repetitive Motions
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
-Every day-
Telephone
Face-to-Face Discussions
Indoors, Environmentally Controlled
Frequency of Decision Making
Time Pressure
Deal With Unpleasant or Angry People
Electronic Mail
Letters and Memos
Frequency of Conflict Situations
Cramped Work Space, Awkward Positions
Sounds, Noise Levels Are Distracting or Uncomfortable
Extremely Bright or Inadequate Lighting
In an Enclosed Vehicle or Equipment
Public Speaking
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
-Extremely competitive-
Level of Competition
-Extremely important-
Importance of Being Exact or Accurate
Importance of Repeating Same Tasks
Deal With External Customers
Work With Work Group or Team
Coordinate or Lead Others
Pace Determined by Speed of Equipment
-Extremely serious-
Consequence of Error
-Fairly important-
Coordinate or Lead Others
Work With Work Group or Team
Deal With External Customers
Importance of Repeating Same Tasks
Pace Determined by Speed of Equipment
Importance of Being Exact or Accurate
-Fairly serious-
Consequence of Error
-High responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Highly automated-
Degree of Automation
-Highly competitive-
Level of Competition
-I don't work near other people (beyond 100 ft.)-
Physical Proximity
-I work with others but not closely (e.g., private office)-
Physical Proximity
-Important-
Work With Work Group or Team
Coordinate or Lead Others
Pace Determined by Speed of Equipment
Deal With External Customers
Importance of Repeating Same Tasks
Importance of Being Exact or Accurate
-Important results-
Impact of Decisions on Co-workers or Company Results
-Irregular (changes with weather conditions, production demands, or contract duration)-
Work Schedules
-Less than 40 hours-
Duration of Typical Work Week
-Less than half the time-
Spend Time Standing
Spend Time Walking and Running
Spend Time Bending or Twisting the Body
Spend Time Making Repetitive Motions
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Keeping or Regaining Balance
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Sitting
-Limited freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Limited responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Minor results-
Impact of Decisions on Co-workers or Company Results
-Moderate responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Moderate results-
Impact of Decisions on Co-workers or Company Results
-Moderately automated-
Degree of Automation
-Moderately close (at arm's length)-
Physical Proximity
-Moderately competitive-
Level of Competition
-More than 40 hours-
Duration of Typical Work Week
-More than half the time-
Spend Time Making Repetitive Motions
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
-Never-
In an Open Vehicle or Equipment
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
Outdoors, Under Cover
Spend Time Keeping or Regaining Balance
Outdoors, Exposed to Weather
Spend Time Kneeling, Crouching, Stooping, or Crawling
Indoors, Not Environmentally Controlled
Very Hot or Cold Temperatures
Exposed to Minor Burns, Cuts, Bites, or Stings
Deal With Physically Aggressive People
Exposed to Disease or Infections
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Cramped Work Space, Awkward Positions
Extremely Bright or Inadequate Lighting
Spend Time Bending or Twisting the Body
Spend Time Walking and Running
Public Speaking
Electronic Mail
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Standing
Sounds, Noise Levels Are Distracting or Uncomfortable
Spend Time Making Repetitive Motions
Frequency of Decision Making
Frequency of Conflict Situations
Indoors, Environmentally Controlled
Time Pressure
Face-to-Face Discussions
Deal With Unpleasant or Angry People
Letters and Memos
Telephone
Spend Time Sitting
-No contact with others-
Contact With Others
-No freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-No responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-No results-
Impact of Decisions on Co-workers or Company Results
-Not at all automated-
Degree of Automation
-Not at all competitive-
Level of Competition
-Not important at all-
Pace Determined by Speed of Equipment
Coordinate or Lead Others
Work With Work Group or Team
Deal With External Customers
Importance of Repeating Same Tasks
Importance of Being Exact or Accurate
-Not serious at all-
Consequence of Error
-Occasional contact with others-
Contact With Others
-Once a month or more but not every week-
Frequency of Conflict Situations
Letters and Memos
Deal With Unpleasant or Angry People
Sounds, Noise Levels Are Distracting or Uncomfortable
In an Enclosed Vehicle or Equipment
Electronic Mail
Public Speaking
Extremely Bright or Inadequate Lighting
Time Pressure
Exposed to Disease or Infections
Frequency of Decision Making
Exposed to Contaminants
Very Hot or Cold Temperatures
Deal With Physically Aggressive People
Telephone
Face-to-Face Discussions
Exposed to High Places
Outdoors, Under Cover
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
-Once a week or more but not every day-
Letters and Memos
Sounds, Noise Levels Are Distracting or Uncomfortable
Time Pressure
Public Speaking
Extremely Bright or Inadequate Lighting
Telephone
Frequency of Decision Making
Electronic Mail
Face-to-Face Discussions
Very Hot or Cold Temperatures
Deal With Unpleasant or Angry People
Frequency of Conflict Situations
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
-Once a year or more but not every month-
Deal With Unpleasant or Angry People
Public Speaking
Sounds, Noise Levels Are Distracting or Uncomfortable
Frequency of Conflict Situations
Time Pressure
Face-to-Face Discussions
Exposed to Contaminants
Deal With Physically Aggressive People
Exposed to Minor Burns, Cuts, Bites, or Stings
Exposed to Disease or Infections
Indoors, Not Environmentally Controlled
Extremely Bright or Inadequate Lighting
Outdoors, Exposed to Weather
Letters and Memos
Cramped Work Space, Awkward Positions
Frequency of Decision Making
Outdoors, Under Cover
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
Exposed to High Places
Electronic Mail
Very Hot or Cold Temperatures
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
-Regular (established routine, set schedule)-
Work Schedules
-Seasonal (only during certain times of the year)-
Work Schedules
-Serious-
Consequence of Error
-Slightly automated-
Degree of Automation
-Slightly close (e.g., shared office)-
Physical Proximity
-Slightly competitive-
Level of Competition
-Some freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Very close (near touching)-
Physical Proximity
-Very high responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Very important-
Coordinate or Lead Others
Deal With External Customers
Work With Work Group or Team
Importance of Being Exact or Accurate
Importance of Repeating Same Tasks
Pace Determined by Speed of Equipment
-Very important results-
Impact of Decisions on Co-workers or Company Results
-Very little freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Very serious-
Consequence of Error
Task Ratings
- Importance Core-
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.
- Relevance of Task Core-
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.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Calculate form preparation fees according to return complexity and processing time required.
-Daily Frequency of Task (Categories 1-7) Core-
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Calculate form preparation fees according to return complexity and processing time required.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
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.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
-Hourly or more Frequency of Task (Categories 1-7) Core-
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
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.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Calculate form preparation fees according to return complexity and processing time required.
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.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
-More than monthly Frequency of Task (Categories 1-7) Core-
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
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.
Calculate form preparation fees according to return complexity and processing time required.
-More than weekly Frequency of Task (Categories 1-7) Core-
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
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.
Calculate form preparation fees according to return complexity and processing time required.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
-More than yearly Frequency of Task (Categories 1-7) Core-
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
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.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
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.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
-Several times daily Frequency of Task (Categories 1-7) Core-
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
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.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Calculate form preparation fees according to return complexity and processing time required.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
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.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
-Yearly or less Frequency of Task (Categories 1-7) Core-
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.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Education Training Experience
-On-Site or In-Plant Training-
None
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
-On-the-Job Training-
None or short demonstration
Anything beyond short demonstration, up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 2 years, up to and including 4 years
Over 4 years, up to and including 10 years
-Related Work Experience-
None
Up to and including 1 month
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 6 years
-Required Level of Education-
High School Diploma (or GED or High School Equivalence Certificate)
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
Some College Courses
Associate's Degree (or other 2-year degree)
Bachelor's Degree
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree, but do not meet the requirements of academic degrees carrying the title of Master