Description
Prepare individual and small business tax returns, ensuring accuracy, compliance, and optimal use of deductions and credits.
- • Compute taxes owed or refunds using tax software and complete IRS and state forms per instructions.
- • Prepare simple to complex returns for individuals and small businesses.
- • Apply eligible adjustments, deductions, and credits to minimize tax liability.
- • Interview clients to gather income, deductions, dependents, and filing status details.
- • Review financial records and supporting documents to determine required forms and schedules.
- • Provide guidance to ensure correct completion of taxpayer information and signatures.
- • Research tax laws, bulletins, and guidance for atypical or complex situations.
- • Determine and quote preparation fees based on return complexity and time required.
- • Verify data entry, calculations, and totals to detect and correct errors.
- • Answer client questions and provide year-round tax planning advice.
- • Explain relevant federal, state, and local tax rules in plain language.
- • Schedule and manage client appointments and document requests.
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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
