AI Assistant for Tax Preparers

Prepare tax returns for individuals or small businesses.

Medium Preparation Needed

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Core Responsibilities

  • 1Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.(Core task)
  • 2Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.(Core task)
  • 3Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.(Core task)
  • 4Interview clients to obtain additional information on taxable income and deductible expenses and allowances.(Core task)
  • 5Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.(Core task)
  • 6Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.(Core task)
  • 7Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.(Core task)
  • 8Explain federal and state tax laws to individuals and companies.(Core task)
  • 9Answer questions and provide future tax planning to clients.(Core task)
  • 10Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.(Core task)

Top Skills Required

Reading Comprehension
Active Listening
Critical Thinking
Speaking
Active Learning
Time Management
Writing
Mathematics
Monitoring
Service Orientation

Knowledge Areas

Economics and AccountingEnglish LanguageCustomer and Personal ServiceMathematicsLaw and GovernmentComputers and ElectronicsAdministrativeEducation and Training

Technology & Tools Used

Other Tools

ACI TaskTrackerATX Total Accounting OfficeATX Total Tax OfficeCCH ProSystem fx TAXCreative Solutions CPA DepreciationCreative Solutions UltraTax CSDatagroup ElectroFile 1040Datagroup ElectroFile ELFDatagroup ElectroFile STDatair Employee Benefits SystemsElectronic ToolKit for Tax PreparersEmail softwareExacTax PackageEXGreatland Corporation WinfilerGreatTax

Daily Work Activities

Working with Computers
Getting Information
Updating and Using Relevant Knowledge
Processing Information
Documenting/Recording Information
Evaluating Information to Determine Compliance with Standards
Analyzing Data or Information
Making Decisions and Solving Problems

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