(Career Asssessments, Exploration & Counselling)
Career: Tax Preparers
Job Description
Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
Job Tasks
Importance %age |
Task Description |
100
|
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. |
100
|
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. |
100
|
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. |
99
|
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. |
97
|
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. |
96
|
Interview clients to obtain additional information on taxable income and deductible expenses and allowances. |
94
|
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. |
80
|
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. |
76
|
Calculate form preparation fees according to return complexity and processing time required. |
Work Activities
Importance %age |
Activity Description |
65
|
Updating and Using Relevant Knowledge
|
65
|
Processing Information
|
63
|
Establishing and Maintaining Interpersonal Relationships
|
62
|
Performing for or Working Directly with the Public
|
61
|
Getting Information
|
59
|
Analyzing Data or Information
|
59
|
Evaluating Information to Determine Compliance with Standards
|
56
|
Performing Administrative Activities
|
55
|
Judging the Qualities of Things, Services, or People
|
55
|
Identifying Objects, Actions, and Events
|
54
|
Organizing, Planning, and Prioritizing Work
|
54
|
Provide Consultation and Advice to Others
|
54
|
Making Decisions and Solving Problems
|
47
|
Communicating with Persons Outside Organization
|
44
|
Communicating with Supervisors, Peers, or Subordinates
|
43
|
Thinking Creatively
|
43
|
Interacting With Computers
|
41
|
Developing Objectives and Strategies
|
41
|
Monitor Processes, Materials, or Surroundings
|
40
|
Interpreting the Meaning of Information for Others
|
39
|
Documenting/Recording Information
|
38
|
Scheduling Work and Activities
|
38
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
37
|
Coaching and Developing Others
|
36
|
Resolving Conflicts and Negotiating with Others
|
36
|
Monitoring and Controlling Resources
|
34
|
Selling or Influencing Others
|
28
|
Training and Teaching Others
|
26
|
Staffing Organizational Units
|
24
|
Guiding, Directing, and Motivating Subordinates
|
24
|
Coordinating the Work and Activities of Others
|
22
|
Assisting and Caring for Others
|
19
|
Inspecting Equipment, Structures, or Material
|
19
|
Handling and Moving Objects
|
16
|
Developing and Building Teams
|
13
|
Controlling Machines and Processes
|
13
|
Repairing and Maintaining Electronic Equipment
|
10
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|
8
|
Repairing and Maintaining Mechanical Equipment
|
5
|
Operating Vehicles, Mechanized Devices, or Equipment
|
3
|
Performing General Physical Activities
|