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Tax Preparers

Prepare tax returns for individuals or small businesses.

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    Work Activities

    Work Activities

    • 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.
    • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
    • 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.
    • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
    • 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.
    • Explain federal and state tax laws to individuals and companies.
    • Answer questions and provide future tax planning to clients.
    • Calculate form preparation fees according to return complexity and processing time required.
    • Schedule appointments with clients.

    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.

    • Critical Thinking

      Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

    WorkKeys®

    Applied Math
    5
    Workplace Documents
    5
    Graphic Literacy
    4

    Abilities

    • Near Vision

      The ability to see details at close range (within a few feet of the observer).

    • Oral Comprehension

      The ability to listen to and understand information and ideas presented through spoken words and sentences.

    • Written Comprehension

      The ability to read and understand information and ideas presented in writing.

    Knowledge

    • 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.

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    Career Video

    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 37200/yr
    • Typical Salary
    • Ohio Hourly Wage 17.88/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 2,260
    • Yearly Projected Openings 250

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines.They do well at jobs that need:
    • Attention to Detail
    • Integrity
    • Dependability
    • Self Control
    • Cooperation
    • Stress Tolerance

    Tools

    • Notebook computers
    • Desktop computers
    • Desktop calculator

    Technology

    • Tax preparation software
    • Financial analysis software
    • Electronic mail software
    • Data base user interface and query software
    • Accounting software
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    Workforce Supply Tool

    Workforce Supply Tool

    The Workforce Supply Tool provides statistics for the occupations in highest demand throughout Ohio.

    You can view statewide statistics as well as more region specific information.

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