A Tax Preparer, or a Tax Accountant, is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return. Their duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.
Tax Preparer은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Tax Preparer이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.
- Informing clients or employers on the tax preparation process
- Collecting relevant financial records, including pay stubs and income statements
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
- Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
- Acting as a representative for clients with applicable agencies as required
경쟁력 있는 Tax Preparer은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.
- In-depth knowledge of applicable tax laws, regulations and deadlines
- Proficiency with common tax preparation, word processing and spreadsheet software applications
- Familiarity with the tax return submission and confirmation process, including how to navigate the IRS and other government entity online platforms
- Excellent customer service skills, including patience and flexibility
- Great organizational skills, including time management and strategic thinking
- Strong written and verbal communication skills
