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Summary Job Description | Tasks | |||
Prepare tax returns for individuals or small businesses. | Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. | |||
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Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. | ||||
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Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. | ||||
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Interview clients to obtain additional information on taxable income and deductible expenses and allowances. | ||||
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Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. | ||||
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Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. | ||||
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Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. | ||||
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Calculate form preparation fees according to return complexity and processing time required. | ||||
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Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. | ||||
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CompGeo Salary Survey Benchmark Job Summary and Competencies
Tax Preparers
The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.- Job Description
- Knowledges
- Skills
- Abilites
- Tools and Technology
- Education and Experience
- Alternate Job Titles
- Salaries
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Important Knowledge Competencies | Competency Description | |||
Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. | |||
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Customer and Personal Service | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. | |||
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Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. | |||
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Computers and Electronics | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. | |||
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Clerical | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. | |||
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English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. | |||
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Law and Government | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. | |||
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Important Skill Competencies | Competency Description | |||
Reading Comprehension | Understanding written sentences and paragraphs in work related documents. | |||
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Active Listening | Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. | |||
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Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. | |||
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Speaking | Talking to others to convey information effectively. | |||
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Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. | |||
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Mathematics | Using mathematics to solve problems. | |||
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Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. | |||
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Service Orientation | Actively looking for ways to help people. | |||
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Complex Problem Solving | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. | |||
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Writing | Communicating effectively in writing as appropriate for the needs of the audience. | |||
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Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. | |||
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Active Learning | Understanding the implications of new information for both current and future problem-solving and decision-making. | |||
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Time Management | Managing one's own time and the time of others. | |||
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Coordination | Adjusting actions in relation to others' actions. | |||
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Important Ability Competencies | Competency Description | |||
Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. | |||
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Near Vision | The ability to see details at close range (within a few feet of the observer). | |||
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Written Comprehension | The ability to read and understand information and ideas presented in writing. | |||
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Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. | |||
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Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. | |||
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Speech Clarity | The ability to speak clearly so others can understand you. | |||
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Oral Expression | The ability to communicate information and ideas in speaking so others will understand. | |||
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Problem Sensitivity | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. | |||
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Information Ordering | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). | |||
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Speech Recognition | The ability to identify and understand the speech of another person. | |||
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Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). | |||
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Category Flexibility | The ability to generate or use different sets of rules for combining or grouping things in different ways. | |||
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Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. | |||
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Written Expression | The ability to communicate information and ideas in writing so others will understand. | |||
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Selective Attention | The ability to concentrate on a task over a period of time without being distracted. | |||
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Flexibility of Closure | The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. | |||
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Perceptual Speed | The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. | |||
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Tools/Technology Example | Product Category | |||
ACI TaskTracker | Project management software | |||
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ATX Total Accounting Office | Accounting software | |||
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ATX Total Tax Office | Tax preparation software | |||
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CCH ProSystem fx TAX | Tax preparation software | |||
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Creative Solutions CPA Depreciation | Tax preparation software | |||
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Creative Solutions UltraTax CS | Tax preparation software | |||
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Datagroup ElectroFile 1040 | Tax preparation software | |||
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Datagroup ElectroFile ELF | Tax preparation software | |||
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Datagroup ElectroFile ST | Tax preparation software | |||
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Datair Employee Benefits Systems software | Financial analysis software | |||
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Electronic ToolKit for Tax Preparers | Tax preparation software | |||
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Email software | Electronic mail software | |||
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ExacTax PackageEX | Tax preparation software | |||
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GreatTax software | Tax preparation software | |||
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Greatland Corporation Winfiler | Human resources software | |||
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Intuit QuickBooks software | Accounting software | |||
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Intuit Quicken software | Accounting software | |||
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Kleinrock Publishing | Financial analysis software | |||
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LaCerte 1040 Tax Analyzer | Tax preparation software | |||
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Laserfiche Avante | Document management software | |||
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M8 Client Billing software | Accounting software | |||
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Microsoft Access | Data base user interface and query software | |||
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Microsoft Excel | Spreadsheet software | |||
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Microsoft Internet Explorer | Internet browser software | |||
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Microsoft Office software | Office suite software | |||
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Microsoft Outlook | Electronic mail software | |||
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Microsoft Word | Word processing software | |||
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Orrtax Software Intellitax software | Tax preparation software | |||
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Petz Enterprises V-Tax | Tax preparation software | |||
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ProSeries software | Tax preparation software | |||
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Sage CPAPractice Manager | Project management software | |||
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Sales Tax Tools Sales Tax Researcher | Financial analysis software | |||
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ScheduleVIEW software | Calendar and scheduling software | |||
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Sungard Relius software | Financial analysis software | |||
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Sync Essentials Trade Accountant | Financial analysis software | |||
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Tax$imple software | Tax preparation software | |||
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TaxWorks software | Tax preparation software | |||
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Thomson GoSystem MyTaxInfo | Spreadsheet software | |||
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Universal Tax Systems TaxWise | Tax preparation software | |||
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Web page creation and editing software | Web page creation and editing software | |||
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Adding machines | Adding machines | |||
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Desktop computers | Desktop computers | |||
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Notebook computers | Notebook computers | |||
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Prerequisite Qualification Category | Education and Experience Level | |||
Related Work Experience | None | |||
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On-the-Job Training | Anything beyond short demonstration, up to and including 1 month | |||
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Required Level of Education | High School Diploma (or GED or High School Equivalence Certificate) | |||
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On-Site or In-Plant Training | None | |||
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Required Level of Education | Bachelor's Degree | |||
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Alternate Job Title(s) | |||
Accountant | |||
Bookkeeper | |||
Certified Income Tax Preparer (CTP) | |||
Certified Public Accountant (CPA) | |||
Corporate Tax Preparer | |||
Income Tax Advisor | |||
Income Tax Consultant | |||
Income Tax Expert | |||
Income Tax Preparer | |||
Licensed Tax Consultant | |||
Paraprofessional | |||
Tax Accountant | |||
Tax Advisor | |||
Tax Associate | |||
Tax Consultant | |||
Tax Evaluator | |||
Tax Manager | |||
Tax Preparer | |||
Tax Specialist | |||
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