Overview
Informing clients or employers on the tax preparation process, Collecting relevant financial records, including pay stubs and income statements, Inputting data from financial records into tax return software or databases. Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return, Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities, Acting as a representative for clients with applicable agencies as required, and Building customer relationships to promote and expand the business.
Skills:
1 Explain what financial assistance is available
2 Examine expenditures to ensure activities are within budget
3 Compile information through interviews
4 Compute taxes
5 Determine tax liability according to prescribed laws
6 Interview client to obtain additional tax information
7 Operate business machines
8 Prepare reports
9 Prepare tax reports
10 Prepare tax returns
11 Explain credit application information
12 Advise clients on financial matters
13 Compute financial data
14 Obtain financial information from individuals
15 Prepare financial reports
16 Verify data from invoices to ensure accuracy
17 Evaluate degree of financial risk
18 Fill out business or government forms
19 Follow tax laws or regulations
20 Maintain records, reports or files
21 Obtain information from individuals
22 Schedule meetings or appointments
23 Use computers to enter, access or retrieve data
24 Use interviewing procedures
25 Review records for completeness
26 Explain government rules or policies
27 Explain government laws or regulations
28 Examine documents for completeness, accuracy, or conformance to standars
29 Write business correspondence
30 Confer with customer representatives
31 Maintain appointment calendar
32 Explain rules, policies or regulations
33 Assist public in complying with Postal service regulations
34 Explain establishment processes or operations
Position requires: 2 years of experience in job offered or 2 years of experience in accounting or taxes.