Tax Preparers
SOC: 13-2082.00

Description:

Prepare tax returns for individuals or small businesses.


National Salary Information:

Hourly Statistics:

Annual Statistics:

Source: Bureau of Labor Statistics 2015 wage data.


Employment Projections:

Employment (2014):
90,400 employed

Projected (2024):
91,800 employed

Projected growth (2014-2024)


Source: Bureau of Labor Statistics 2015 2014-2024 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "Projected job openings" represent openings due to growth and replacement.


Alternate Titles:

  • Certified Income Tax Preparer (CTP)
  • Corporate Tax Preparer
  • Enrolled Agent
  • Income Tax Advisor
  • Income Tax Consultant
  • Income Tax Expert
  • Income Tax Preparer
  • Licensed Tax Consultant
  • Master Tax Advisor
  • Tax Advisor
  • Tax Associate
  • Tax Consultant
  • Tax Evaluator
  • Tax Manager
  • Tax Preparer
  • Tax Specialist


  • Job Zone Three: Medium Preparation Needed

    Experience:

    Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

    Education:

    Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

    Job Training:

    Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.


    Required Skills:

  • Reading Comprehension
  • Active Listening
  • Writing
  • Speaking
  • Mathematics
  • Critical Thinking
  • Active Learning
  • Learning Strategies
  • Monitoring
  • Social Perceptiveness
  • Coordination
  • Persuasion
  • Negotiation
  • Instructing
  • Service Orientation
  • Complex Problem Solving
  • Operations Analysis
  • Programming
  • Quality Control Analysis
  • Judgment and Decision Making
  • Systems Analysis
  • Systems Evaluation
  • Time Management
  • Management of Financial Resources
  • Management of Material Resources
  • Management of Personnel Resources

  • Knowledge Used:

  • Administration and Management
  • Clerical
  • Economics and Accounting
  • Sales and Marketing
  • Customer and Personal Service
  • Personnel and Human Resources
  • Production and Processing
  • Computers and Electronics
  • Engineering and Technology
  • Mechanical
  • Mathematics
  • Psychology
  • Sociology and Anthropology
  • Geography
  • Therapy and Counseling
  • Education and Training
  • English Language
  • Foreign Language
  • History and Archeology
  • Philosophy and Theology
  • Public Safety and Security
  • Law and Government
  • Telecommunications
  • Communications and Media


  • 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.
  • Answer questions and provide future tax planning to clients.
  • Explain federal and state tax laws to individuals and companies.

  • Tools & Technology:

  • 10-key calculators
  • Desktop computers
  • Notebook computers
  • ACI TaskTracker
  • ATX Total Accounting Office
  • ATX Total Tax Office
  • CCH ProSystem fx TAX
  • Creative Solutions CPA Depreciation
  • Creative Solutions UltraTax CS
  • Datagroup ElectroFile 1040
  • Datagroup ElectroFile ELF
  • Datagroup ElectroFile ST
  • Datair Employee Benefits Systems software
  • Electronic ToolKit for Tax Preparers
  • Email software
  • ExacTax PackageEX
  • Greatland Corporation Winfiler
  • GreatTax software
  • Intuit QuickBooks
  • Intuit Quicken software
  • Kleinrock Publishing
  • LaCerte 1040 Tax Analyzer
  • Laserfiche Avante
  • M8 Client Billing software
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Internet Explorer
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Word
  • Orrtax Software Intellitax software
  • Petz Enterprises V-Tax
  • ProSeries software
  • Sage 50 Accounting
  • Sales Tax Tools Sales Tax Researcher
  • ScheduleVIEW software
  • Sungard Relius software
  • Sync Essentials Trade Accountant
  • Tax software
  • Tax$imple software
  • TaxWorks software
  • Thomson GoSystem MyTaxInfo
  • Universal Tax Systems TaxWise
  • Web page creation and editing software


  • business and financial operations


    industry stats

    SOC: 13-0000

    Total Employed: 7,032,560

    Average Annual Salary: $73,800