Description
Prepare and review tax returns and advise individuals and small businesses on compliance and tax planning.
- • Compute taxes due or refunds using tax software and complete required forms per current tax rules.
- • Prepare and review simple to complex federal and state returns for individuals and small businesses.
- • Apply appropriate adjustments, deductions, and credits to minimize tax liability and ensure compliance.
- • Interview clients to gather data on income, deductions, credits, and life events affecting taxes.
- • Analyze financial records to determine filing requirements, schedules, and disclosures.
- • Advise clients on proper documentation, recordkeeping, and filing procedures.
- • Research federal, state, and local tax laws to resolve complex or unusual issues.
- • Prepare responses to IRS and state notices and support audits or examinations.
- • Review and quality-check returns prepared by others for accuracy and completeness.
- • Answer client questions and deliver proactive tax planning and estimated tax strategies.
- • Explain applicable federal and state tax rules to individuals and small business owners.
- • Schedule and manage client engagements, e-file submissions, and filing deadlines.
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
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
