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Tax Preparers

Prepare tax returns for individuals or small businesses.

Other titles employers use

CPA (Certified Public Accountant) · Enrolled Agent · Income Tax Preparer · Tax Accountant · Tax Advisor · Tax Associate · Tax Consultant · Tax Preparer

Inside the work

What you would actually do.

6 responsibilities that define the role, before job titles and workplaces change the details.

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Who it suits

Would this work hold your attention?

This career often appeals to people drawn to organizing and persuading work.

Organizing
Creating order, checking details, and keeping work accurate
Persuading
Leading, selling, starting projects, or making a case

Skills and strengths

What you would get good at.

Compare the skills the work relies on, the subjects behind it, and the abilities that make it easier to learn.

Core skills

  • Reading Comprehension
  • Active Listening
  • Critical Thinking
  • Speaking
  • Active Learning
  • Time Management

Subjects to know

  • Economics and Accounting
  • English Language
  • Customer and Personal Service
  • Mathematics
  • Law and Government

Useful strengths

  • Oral Comprehension
  • Written Comprehension
  • Oral Expression
  • Near Vision
  • Deductive Reasoning

Working day

Picture yourself doing it.

These measures show how much of the day involves people, movement, conversation, and hands-on work.

How this job scores on four measures of working conditions, out of five
MeasureOut of 5What that means here
Close to other people2.6 Largely your own space
On your feet1.9 Mostly seated
Talking face to face4.1 A regular part of the day
Working with your hands2.4 Little of the day

Preparation

How people prepare for this work.

Employers usually ask for a high school diploma. Other routes may also lead into the field.

  • High school or less 38%
  • A certificate or some college 24%
  • A four-year degree 24%
  • A two-year degree 14%

Tools of the work

Technology you may use.

  • Tax preparation software
  • Accounting software
  • Electronic mail software
  • Data base user interface and query software
  • Spreadsheet software
  • Office suite software
  • Word processing software
  • Financial analysis software

Opportunity near you

See where this work is growing.

Choose a state to compare the size of the field, annual openings, and expected hiring change.

Selected stateCalifornia
People doing this work
18,600
Job openings each year
2,150
Expected hiring change, 2022–2032
12.0%
Compare every available state
State People doing it Job openings each year Expected change
California 18,600 2,150 12.0%
Texas 14,680 1,740 20.1%
New York 9,580 50 5.6%
Florida 7,570 880 14.7%
Pennsylvania 3,490 390 2.6%
Tennessee 3,450 410 22.3%
Virginia 3,310 370 3.1%
North Carolina 3,300 380 8.6%
Georgia 3,010 350 11.9%
Utah 2,880 360 46.2%
Arizona 2,830 330 10.5%
Colorado 2,830 340 19.4%
Indiana 2,620 300 6.9%
Michigan 2,600 290 −1.9%
Ohio 2,520 280 2.4%
Missouri 2,270 260 1.3%
Illinois 2,260 250 2.7%
New Jersey 2,140 230 −3.6%
Washington 2,020 270 17.4%
Oregon 1,970 220 2.6%
Oklahoma 1,680 190 6.3%
South Carolina 1,640 190 7.2%
Maryland 1,520 170 4.8%
Minnesota 1,490 170 1.4%
Nevada 1,430 160 9.2%
Wisconsin 1,350 160 8.9%
Arkansas 1,280 150 11.3%
Kentucky 1,100 120 1.9%
Louisiana 970 110 2.1%
Mississippi 970 110 4.3%
Massachusetts 930 100
Iowa 890 100 4.7%
Alabama 860 100 3.6%
Kansas 730 80 1.4%
Idaho 700 80 11.1%
Connecticut 690 80 3.0%
Puerto Rico 610 70 10.9%
New Mexico 600 70 9.1%
Nebraska 590 70 3.5%
Maine 460 50
West Virginia 450 50 7.1%
New Hampshire 430 50 4.9%
South Dakota 400 50 14.3%
Montana 390 50 11.4%
Vermont 280 30 7.7%
North Dakota 210 20 16.7%
Alaska 180 20
District of Columbia 180 20 5.9%
Guam 90 10 12.5%
Wyoming 90 10 12.5%

Career to college

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