Description
Assist tax preparers by gathering client information, entering data, organizing records, and supporting the preparation and filing of individual and small business tax returns.
- • Collect and organize client tax documents, income statements, and receipts.
- • Enter taxpayer data into tax software and verify accuracy of entries.
- • Perform basic calculations to reconcile totals and identify discrepancies.
- • Assist in preparing individual and small business returns under supervision.
- • Gather and document support for adjustments, deductions, and credits.
- • Conduct client intake to obtain missing information on income and deductible expenses.
- • Summarize financial records and flag items to determine required forms.
- • Provide clients with basic instructions for completing organizers and questionnaires.
- • Research routine tax questions using handbooks or bulletins and escalate complex issues.
- • Draft invoices or calculate preparation fees based on return complexity and time records.
- • Review data entry or forms prepared by others to check for arithmetic or procedural errors.
- • Answer basic client questions, provide status updates, and schedule or confirm appointments.
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Related Pathways
Financial Services
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Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
