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O*NET-SOC 13-2082.00

Tax Preparers

Prepare tax returns for individuals or small businesses.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.Core7358
  2. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.Core7360
  3. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.Core7363
  4. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.Core7361
  5. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.Core7359
  6. Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.Core7362
  7. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.Core7366
  8. Explain federal and state tax laws to individuals and companies.Core20364
  9. Answer questions and provide future tax planning to clients.Core20363
  10. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.Core7364
  11. Calculate form preparation fees according to return complexity and processing time required.Core7365
  12. Schedule appointments with clients.Core21165

Technology Skills

From O*NET 30.3, 41 examples in 15 categories, 7 Hot Technology

Free · O*NET 30.3

Project management software

  • ACI TaskTracker

Accounting software

  • ATX Total Accounting Office
  • Intuit QuickBooksHot Technology
  • Quicken
  • Tax softwareIn Demand

Tax preparation software

  • ATX Total Tax Office
  • CCH ProSystem fx TAX
  • Creative Solutions CPA Depreciation
  • Creative Solutions UltraTax CS
  • Datagroup ElectroFile 1040
  • Datagroup ElectroFile ELF
  • Datagroup ElectroFile ST
  • Electronic ToolKit for Tax Preparers
  • ExacTax PackageEX
  • GreatTax
  • Intellitax financial solutions software
  • Intuit ProSeries
  • Intuit TurboTaxHot TechnologyIn Demand
  • LaCerte 1040 Tax Analyzer
  • Petz Enterprises V-Tax
  • Thomson Reuters UltraTax CS
  • Universal Tax Systems TaxWise

Financial analysis software

  • Datair Employee Benefits Systems
  • Kleinrock Publishing
  • Sales Tax Tools Sales Tax Researcher
  • Sungard Relius
  • Sync Essentials Trade Accountant

Electronic mail software

  • Email software
  • Microsoft OutlookHot Technology

Human resources software

  • Greatland Corporation Winfiler

Document management software

  • Laserfiche Avante

Billing and invoicing software

  • M8 Client Billing

Data base user interface and query software

  • Microsoft AccessHot Technology
  • Sage 50 Accounting

Spreadsheet software

  • Microsoft ExcelHot TechnologyIn Demand
  • Thomson GoSystem MyTaxInfo

Internet browser software

  • Microsoft Internet Explorer

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Word processing software

  • Microsoft WordHot Technology

Calendar and scheduling software

  • ScheduleVIEW

Compliance software

  • Tax compliance property tax management softwareIn Demand

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

  • Interview clients to gather financial information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Estimating the Quantifiable Characteristics of Products, Events, or Information

  • Calculate tax information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Processing Information

  • Verify accuracy of records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Evaluating Information to Determine Compliance with Standards

  • Examine financial records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Thinking Creatively

  • Develop financial plans for clients.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Updating and Using Relevant Knowledge

  • Update professional knowledge.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Scheduling Work and Activities

  • Schedule appointments.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Interpreting the Meaning of Information for Others

  • Explain regulations, policies, or procedures.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing for or Working Directly with the Public

  • Correspond with customers to answer questions or resolve complaints.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Providing Consultation and Advice to Others

  • Advise others on financial matters.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 10
Distinct tools0
Level mix
  • No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.