Tax Preparer

• 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.
• 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.
• Calculate form preparation fees according to return complexity and processing time required.
• Schedule appointments with clients.
• Enter client data into tax software
• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• 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.
• 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.
• Apply tax rules to returns
• Identify deductions and credits

• Advise clients on filing strategy

No durable tasks identified for this role — its real, individually-assessed tasks consistently read as automatable (94%).