Description
Prepare and support individual and small business tax returns through data collection, calculations, research, and client communication under supervision.
- • Compute tax liabilities and refunds using tax software and tax tables.
- • Prepare and e-file individual and small business returns under supervision.
- • Apply eligible adjustments, deductions, and credits to minimize taxes and ensure compliance.
- • Interview clients and collect source documents to confirm income and deductible expenses.
- • Review financial statements and expense documentation to determine required forms and schedules.
- • Provide clients basic guidance on document requirements and form completion.
- • Research federal and state tax rules and document conclusions for atypical issues.
- • Track billable time and assist in preparing fee estimates and invoices.
- • Verify data entry, reconcile totals, and perform quality checks on returns.
- • Address client questions and support basic year-round tax planning.
- • Explain return positions and relevant tax laws in clear, client-friendly terms.
- • Schedule and confirm client meetings and maintain engagement timelines.
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Available on paid plans only
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Related Pathways
Financial Services
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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
