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Tax Preparer Job Description: Top Duties and Requirements

A Tax Preparer, or Tax Preparation Assistant, is a specialist who assists in preparing financial documents for businesses and individuals to comply with the law. They are primarily experts who ensure that legal requirements for tax returns are met. Their duties include preparing tax returns, reviewing financial records, and consulting on tax resources.

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Tax Preparer duties and responsibilities

A Tax Preparer is primarily responsible for preparing financial documents that comply with legal requirements. Their duties and responsibilities include:

  • Verifying documentation to identify cases of misinterpretation or miscalculation of data entry
  • Interviewing clients to acquire information about taxable income, previous tax returns, deductible expenses, or any allowances incurred
  • Calculating fees to charge clients following the tax service offered depending on difficulty and time spent
  • Making entries with the use of tax forms and tables to determine what the client owes
  • Determining appropriate plans on how to prepare returns, which is achieved by reviewing income statements or previous returns
  • Scheduling meetings with clients to discuss matters related to tax compliance
  • Negotiating and acting as a conflict mediator by resolving disputes and negotiating with others on behalf of the client
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Tax Preparer Job Description Examples:

What does a Tax Preparer do?

A Tax Preparer typically engages with companies and individuals to file their yearly taxes. They do this by interviewing their clients to gather information about their financial records. They also calculate tax information for clients by computing surplus or deficit taxes using specialized software. A Tax Preparer verifies the accuracy of the records by manually reviewing the data input on forms that have arithmetic or data entry errors. Clients are provided with answers by their Tax Preparer. Often, Tax Preparers are responding to questions and complaints, and assisting their clients with planning their future taxes.

Tax Preparer skills and qualifications

Generally, a Tax Preparer must have good oral and written communication with exceptional computer skills. Additionally, a Tax Preparer must have a set of prerequisite skills and qualifications to allow them to do their tasks effectively, including:

  • Being attentive and detail-oriented to ensure accurate calculations and to avoid errors
  • Excellent oral and written communication skills
  • Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions
  • Excellent analytical skills for solving mathematical problems
  • Good customer service skills
  • Proficiency in related software including Microsoft Excel and Word
  • Ability to use tax preparation software
  • Excellent decision-making skills and sound judgment capabilities

Tax Preparer experience requirements

A Tax Preparer candidate ideally would have some experience working in a fast-paced environment. It is valuable if the candidate possesses adequate knowledge of related data entry software.

Tax Preparer education and training requirements

A Junior Tax Preparer generally requires a high school diploma to enter the job market. It may be preferred for Tax Preparers to have a bachelor’s degree in finance, accounting, or economics to ensure they have the necessary knowledge. Furthermore, for an advanced position, the applicant is generally expected to have a certification from a professional body, such as Certified Tax Preparers Canada. A Tax Preparer generally must also undergo on-the-job training to equip themselves with skills that are specific to the company or the types of clients they’ll be working with.

Tax Preparer salary expectations

According to indeed salaries, the average pay for a Tax Preparer is $16.91 per hour. This amount might change depending on the firm, employee experience, or geographical area.

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Tax Preparer job description FAQs

What are the personality traits of a good Tax Preparer?

When hiring a Tax Preparer, pay attention to distinct personality traits to be sure they are the right person for the team. These traits include accountability, honesty, assertiveness, creativity, attention to detail, motivation, a high level of confidence, cultivated communication skills, ability to collaborate with clients, and a knack for solving problems.

What is the difference between a Tax Preparer and an Accountant?

A Tax Preparer primarily concentrates on tax matters. They must pass an exam to become qualified. An Accountant, on the other hand, has a background in accounting and substantial education. To become a Certified Public Accountant, an individual must take an exam that includes a wide range of accounting skills.

What makes a good Tax Preparer job description?

A Tax Preparer job description should list a mix of soft and hard skills. The soft skills for a Tax Preparer could include customer service and communication skills, while hard skills could include experience in a particular tax software program as well as good knowledge of mathematics. You may also include information about the need for the Tax Preparer to work overtime or specific experience that is relevant to your industry.

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