Description
Prepare and review individual and small-business tax returns, deliver tax planning guidance, and ensure compliance with federal and state laws.
- • Compute tax liabilities and refunds using tax software; complete and e-file required forms.
- • Prepare and review simple to complex returns for individuals and small businesses.
- • Apply appropriate adjustments, deductions, credits, and elections to minimize tax legally.
- • Interview clients to gather income, expense, and allowance details.
- • Examine financial statements, receipts, and other records to determine needed forms and schedules.
- • Provide instructions and advice to ensure accurate document collection and form completion.
- • Research federal, state, and local tax law to resolve atypical or complex return issues.
- • Estimate and invoice preparation fees based on return complexity and processing time.
- • Verify data entry and totals on returns prepared by self or others; correct errors.
- • Answer client questions and provide proactive tax planning recommendations.
- • Explain applicable tax rules and implications to individuals and businesses.
- • Schedule and track client appointments and filing deadlines.
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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
