Tax preparer preparing tax returns for individuals and small businesses, computing taxes owed, reviewing financial records, and explaining tax laws to ensure accurate form completion
Experience
Tax Preparer
Where you worked
Month Year to Month Year
Computed taxes owed or overpaid using personal computers and completed entries on forms following tax form instructions and tax tables
Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses
Reviewed financial records, such as income statements and documentation of expenditures to determine forms needed for tax returns
Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
Explained federal and state tax laws to individuals and companies
Furnished taxpayers with sufficient information and advice to ensure correct tax form completion
Checked data input or verified totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures
Skills
Checking & Planning
Calculating tax information, Verifying records accuracy, Examining financial records, Developing financial plans for clients
Core Skills
Interviewing clients, Advising on financial issues
Working With People
Explaining procedures, Corresponding with customers
Tools and software
Intuit TurboTax, Microsoft Excel, Microsoft Office software, Tax compliance property tax management software, Tax software, Intuit QuickBooks