Tax preparers begin their day by reviewing client appointments and preparing necessary forms and documentation. They interview clients to gather information about taxable income, deductions, and allowances, carefully documenting all financial details. Using specialized software like Intuit TurboTax or professional tax preparation systems, they compute taxes owed or refunds due, applying all appropriate adjustments and credits. They verify calculations for accuracy, check data input, and review financial records such as income statements and expense documentation. Throughout the day, they explain tax laws and procedures to clients, answer questions about deductions and credits, and ensure all forms are completed correctly before submission.
Successful tax preparers exhibit strong conventional traits, preferring structured, detail-oriented work with clear procedures and regulations. They possess excellent reading comprehension and active listening skills to understand complex tax documentation and client needs. These professionals demonstrate high dependability and attention to detail, as accuracy is critical when handling financial and legal documents. They combine analytical thinking with customer service orientation, able to explain complex tax concepts in understandable terms while maintaining professional relationships with clients during potentially stressful financial discussions.
Tax preparation faces moderate automation pressure as software increasingly handles routine calculations and standard deductions. However, the high importance of activities like Getting Information (5.5 level), Updating and Using Relevant Knowledge (5.7 level), and Evaluating Information to Determine Compliance (5.0 level) suggests continued human value in complex cases, client consultation, and interpretation of changing tax laws.
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| TERM | COUNT | FREQ | BAR | SOURCE ATTRIBUTION |
|---|---|---|---|---|
| tax | 68 | 0.0250 | wikipedia 43% inference 40% | |
| tendency | 42 | 0.0155 | onet dimensi 100% | |
| others | 41 | 0.0151 | onet dimensi 93% onet tasks 2% | |
| equipment | 23 | 0.0085 | onet dimensi 100% | |
| preparation | 17 | 0.0063 | inference 53% wikipedia 35% | |
| principles | 16 | 0.0059 | onet dimensi 100% | |
| financial | 15 | 0.0055 | inference 40% dwas 27% | |
| procedures | 14 | 0.0052 | onet dimensi 57% inference 21% | |
| clients | 12 | 0.0044 | onet tasks 33% inference 33% | |
| includes | 12 | 0.0044 | onet dimensi 100% | |
| control | 12 | 0.0044 | onet dimensi 100% | |
| objects | 12 | 0.0044 | onet dimensi 100% | |
| preparers | 12 | 0.0044 | inference 58% wikipedia 42% | |
| returns | 11 | 0.0040 | wikipedia 55% onet tasks 27% | |
| ideas | 11 | 0.0040 | onet dimensi 100% | |
| services | 10 | 0.0037 | onet dimensi 60% wikipedia 20% | |
| techniques | 10 | 0.0037 | onet dimensi 100% | |
| materials | 10 | 0.0037 | onet dimensi 100% | |
| activities | 10 | 0.0037 | onet dimensi 90% inference 10% | |
| body | 10 | 0.0037 | onet dimensi 100% | |
| orientation | 10 | 0.0037 | onet dimensi 90% inference 10% | |
| problems | 9 | 0.0033 | onet dimensi 100% | |
| needs | 9 | 0.0033 | onet dimensi 89% inference 11% | |
| service | 9 | 0.0033 | wikipedia 44% inference 33% | |
| providing | 9 | 0.0033 | onet dimensi 78% wikipedia 11% | |
| standards | 9 | 0.0033 | onet dimensi 89% wikipedia 11% | |
| resources | 9 | 0.0033 | onet dimensi 100% | |
| quickly | 9 | 0.0033 | onet dimensi 100% | |
| machines | 8 | 0.0029 | onet dimensi 88% onet tasks 12% | |
| personal | 8 | 0.0029 | onet dimensi 75% onet tasks 12% |
Provenance Window — Full Source Record · 13-2082.00 · Tax Preparers 7 source blocks · click to expand
[Core] [21% incumbents] Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. DWAs: Calculate tax information. [Core] [21% incumbents] Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. DWAs: Calculate tax information. [Core] [21% incumbents] Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. DWAs: Advise others on financial matters. [Core] [21% incumbents] Interview clients to obtain additional information on taxable income and deductible expenses and allowances. DWAs: Interview clients to gather financial information. [Core] [21% incumbents] Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. DWAs: Verify accuracy of records. [Core] [21% incumbents] Calculate form preparation fees according to return complexity and processing time required. DWAs: Calculate tax information. [Core] [21% incumbents] Schedule appointments with clients. DWAs: Schedule appointments. [Core] [20% incumbents] Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. DWAs: Calculate tax information. [Core] [20% incumbents] Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. DWAs: Examine financial records. [Core] [20% incumbents] Explain federal and state tax laws to individuals and companies. DWAs: Explain regulations, policies, or procedures. [Core] [20% incumbents] Answer questions and provide future tax planning to clients. DWAs: Develop financial plans for clients. | Correspond with customers to answer questions or resolve complaints. [Core] [20% incumbents] Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. DWAs: Update professional knowledge.
--- SKILLS --- Reading Comprehension (imp:4.00 lvl:4.00) — Understanding written sentences and paragraphs in work-related documents. Active Listening (imp:3.88 lvl:4.00) — Giving full attention to what other people are saying, taking time to understand Critical Thinking (imp:3.50 lvl:3.62) — Using logic and reasoning to identify the strengths and weaknesses of alternativ Speaking (imp:3.12 lvl:3.50) — Talking to others to convey information effectively. Active Learning (imp:3.12 lvl:3.00) — Understanding the implications of new information for both current and future pr Writing (imp:3.00 lvl:3.00) — Communicating effectively in writing as appropriate for the needs of the audienc Mathematics (imp:3.00 lvl:3.00) — Using mathematics to solve problems. Monitoring (imp:3.00 lvl:3.00) — Monitoring/Assessing performance of yourself, other individuals, or organization Learning Strategies (imp:2.75 lvl:2.88) — Selecting and using training/instructional methods and procedures appropriate fo Science (imp:1.00) — Using scientific rules and methods to solve problems. --- KNOWLEDGE --- Economics and Accounting (imp:3.90 lvl:4.43) — Knowledge of economic and accounting principles and practices, the financial mar English Language (imp:3.76 lvl:4.24) — Knowledge of the structure and content of the English language including the mea Customer and Personal Service (imp:3.70 lvl:4.62) — Knowledge of principles and processes for providing customer and personal servic Mathematics (imp:3.58 lvl:4.40) — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their appl Law and Government (imp:3.57 lvl:4.10) — Knowledge of laws, legal codes, court procedures, precedents, government regulat Computers and Electronics (imp:3.48 lvl:4.67) — Knowledge of circuit boards, processors, chips, electronic equipment, and comput Administrative (imp:3.24 lvl:4.76) — Knowledge of administrative and office procedures and systems such as word proce Education and Training (imp:2.62 lvl:3.38) — Knowledge of principles and methods for curriculum and training design, teaching Telecommunications (imp:2.55 lvl:2.35) — Knowledge of transmission, broadcasting, switching, control, and operation of te Communications and Media (imp:2.52 lvl:2.86) — Knowledge of media production, communication, and dissemination techniques and m Administration and Management (imp:2.48 lvl:3.10) — Knowledge of business and management principles involved in strategic planning, Personnel and Human Resources (imp:2.14 lvl:2.38) — Knowledge of principles and procedures for personnel recruitment, selection, tra Psychology (imp:2.05 lvl:1.95) — Knowledge of human behavior and performance; individual differences in ability, Public Safety and Security (imp:1.90 lvl:1.75) — Knowledge of relevant equipment, policies, procedures, and strategies to promote Sales and Marketing (imp:1.86 lvl:2.00) — Knowledge of principles and methods for showing, promoting, and selling products Production and Processing (imp:1.57 lvl:1.38) — Knowledge of raw materials, production processes, quality control, costs, and ot Foreign Language (imp:1.48 lvl:1.14) — Knowledge of the structure and content of a foreign (non-English) language inclu Engineering and Technology (imp:1.45 lvl:0.80) — Knowledge of the practical application of engineering science and technology. Th Therapy and Counseling (imp:1.43 lvl:1.00) — Knowledge of principles, methods, and procedures for diagnosis, treatment, and r Sociology and Anthropology (imp:1.38 lvl:0.86) — Knowledge of group behavior and dynamics, societal trends and influences, human Geography (imp:1.33 lvl:0.52) — Knowledge of principles and methods for describing the features of land, sea, an Transportation (imp:1.19 lvl:0.43) — Knowledge of principles and methods for moving people or goods by air, rail, sea Medicine and Dentistry (imp:1.15 lvl:0.30) — Knowledge of the information and techniques needed to diagnose and treat human i History and Archeology (imp:1.15 lvl:0.45) — Knowledge of historical events and their causes, indicators, and effects on civi Design (imp:1.10 lvl:0.33) — Knowledge of design techniques, tools, and principles involved in production of Mechanical (imp:1.10 lvl:0.19) — Knowledge of machines and tools, including their designs, uses, repair, and main Philosophy and Theology (imp:1.10 lvl:0.33) — Knowledge of different philosophical systems and religions. This includes their Food Production (imp:1.05 lvl:0.14) — Knowledge of techniques and equipment for planting, growing, and harvesting food Building and Construction (imp:1.05 lvl:0.05) — Knowledge of materials, methods, and the tools involved in the construction or r Physics (imp:1.05 lvl:0.10) — Knowledge and prediction of physical principles, laws, their interrelationships, Chemistry (imp:1.00) — Knowledge of the chemical composition, structure, and properties of substances a Biology (imp:1.00) — Knowledge of plant and animal organisms, their tissues, cells, functions, interd Fine Arts (imp:1.00) — Knowledge of the theory and techniques required to compose, produce, and perform --- ABILITIES --- Oral Comprehension (imp:4.00 lvl:4.00) — The ability to listen to and understand information and ideas presented through Written Comprehension (imp:3.88 lvl:4.00) — The ability to read and understand information and ideas presented in writing. Oral Expression (imp:3.88 lvl:4.00) — The ability to communicate information and ideas in speaking so others will unde Near Vision (imp:3.88 lvl:3.88) — The ability to see details at close range (within a few feet of the observer). Deductive Reasoning (imp:3.75 lvl:3.88) — The ability to apply general rules to specific problems to produce answers that Inductive Reasoning (imp:3.25 lvl:3.00) — The ability to combine pieces of information to form general rules or conclusion Information Ordering (imp:3.25 lvl:3.12) — The ability to arrange things or actions in a certain order or pattern according Number Facility (imp:3.25 lvl:3.62) — The ability to add, subtract, multiply, or divide quickly and correctly. Category Flexibility (imp:3.12 lvl:3.00) — The ability to generate or use different sets of rules for combining or grouping Speech Clarity (imp:3.12 lvl:3.00) — The ability to speak clearly so others can understand you. Written Expression (imp:3.00 lvl:3.00) — The ability to communicate information and ideas in writing so others will under Fluency of Ideas (imp:3.00 lvl:3.00) — The ability to come up with a number of ideas about a topic (the number of ideas Problem Sensitivity (imp:3.00 lvl:3.00) — The ability to tell when something is wrong or is likely to go wrong. It does no Mathematical Reasoning (imp:3.00 lvl:3.12) — The ability to choose the right mathematical methods or formulas to solve a prob Flexibility of Closure (imp:3.00 lvl:2.88) — The ability to identify or detect a known pattern (a figure, object, word, or so Perceptual Speed (imp:3.00 lvl:2.50) — The ability to quickly and accurately compare similarities and differences among Selective Attention (imp:3.00 lvl:2.88) — The ability to concentrate on a task over a period of time without being distrac Speech Recognition (imp:3.00 lvl:3.00) — The ability to identify and understand the speech of another person. Originality (imp:2.62 lvl:3.00) — The ability to come up with unusual or clever ideas about a given topic or situa Speed of Closure (imp:2.25 lvl:2.25) — The ability to quickly make sense of, combine, and organize information into mea Memorization (imp:2.00 lvl:2.00) — The ability to remember information such as words, numbers, pictures, and proced Visualization (imp:2.00 lvl:1.75) — The ability to imagine how something will look after it is moved around or when Time Sharing (imp:2.00 lvl:2.00) — The ability to shift back and forth between two or more activities or sources of Wrist-Finger Speed (imp:2.00 lvl:1.12) — The ability to make fast, simple, repeated movements of the fingers, hands, and Far Vision (imp:2.00 lvl:1.88) — The ability to see details at a distance. Visual Color Discrimination (imp:1.88 lvl:1.12) — The ability to match or detect differences between colors, including shades of c Finger Dexterity (imp:1.75 lvl:1.25) — The ability to make precisely coordinated movements of the fingers of one or bot Hearing Sensitivity (imp:1.62 lvl:0.75) — The ability to detect or tell the differences between sounds that vary in pitch Auditory Attention (imp:1.62 lvl:0.75) — The ability to focus on a single source of sound in the presence of other distra Arm-Hand Steadiness (imp:1.50 lvl:0.50) — The ability to keep your hand and arm steady while moving your arm or while hold Manual Dexterity (imp:1.38 lvl:0.38) — The ability to quickly move your hand, your hand together with your arm, or your Trunk Strength (imp:1.38 lvl:0.62) — The ability to use your abdominal and lower back muscles to support part of the Control Precision (imp:1.12 lvl:0.12) — The ability to quickly and repeatedly adjust the controls of a machine or a vehi Spatial Orientation (imp:1.00) — The ability to know your location in relation to the environment or to know wher Multilimb Coordination (imp:1.00) — The ability to coordinate two or more limbs (for example, two arms, two legs, or Response Orientation (imp:1.00) — The ability to choose quickly between two or more movements in response to two o Rate Control (imp:1.00) — The ability to time your movements or the movement of a piece of equipment in an Reaction Time (imp:1.00) — The ability to quickly respond (with the hand, finger, or foot) to a signal (sou Speed of Limb Movement (imp:1.00) — The ability to quickly move the arms and legs. Static Strength (imp:1.00) — The ability to exert maximum muscle force to lift, push, pull, or carry objects. Explosive Strength (imp:1.00) — The ability to use short bursts of muscle force to propel oneself (as in jumping Dynamic Strength (imp:1.00) — The ability to exert muscle force repeatedly or continuously over time. This inv Stamina (imp:1.00) — The ability to exert yourself physically over long periods of time without getti Extent Flexibility (imp:1.00) — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs. Dynamic Flexibility (imp:1.00) — The ability to quickly and repeatedly bend, stretch, twist, or reach out with yo Gross Body Coordination (imp:1.00) — The ability to coordinate the movement of your arms, legs, and torso together wh Gross Body Equilibrium (imp:1.00) — The ability to keep or regain your body balance or stay upright when in an unsta Night Vision (imp:1.00) — The ability to see under low-light conditions. Peripheral Vision (imp:1.00) — The ability to see objects or movement of objects to one's side when the eyes ar Depth Perception (imp:1.00) — The ability to judge which of several objects is closer or farther away from you Glare Sensitivity (imp:1.00) — The ability to see objects in the presence of a glare or bright lighting. Sound Localization (imp:1.00) — The ability to tell the direction from which a sound originated. --- WORK ACTIVITIES --- Working with Computers (imp:4.67 lvl:3.90) — Using computers and computer systems (including hardware and software) to progra Getting Information (imp:4.57 lvl:5.52) — Observing, receiving, and otherwise obtaining information from all relevant sour Updating and Using Relevant Knowledge (imp:4.48 lvl:5.67) — Keeping up-to-date technically and applying new knowledge to your job. Processing Information (imp:4.24 lvl:5.29) — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying Documenting/Recording Information (imp:4.24 lvl:4.48) — Entering, transcribing, recording, storing, or maintaining information in writte Evaluating Information to Determine Compliance with Standards (imp:3.95 lvl:4.95) — Using relevant information and individual judgment to determine whether events o Analyzing Data or Information (imp:3.89 lvl:4.81) — Identifying the underlying principles, reasons, or facts of information by break Making Decisions and Solving Problems (imp:3.86 lvl:4.43) — Analyzing information and evaluating results to choose the best solution and sol Organizing, Planning, and Prioritizing Work (imp:3.86 lvl:5.29) — Developing specific goals and plans to prioritize, organize, and accomplish your Interpreting the Meaning of Information for Others (imp:3.81 lvl:4.24) — Translating or explaining what information means and how it can be used. Establishing and Maintaining Interpersonal Relationships (imp:3.76 lvl:5.05) — Developing constructive and cooperative working relationships with others, and m Identifying Objects, Actions, and Events (imp:3.62 lvl:4.29) — Identifying information by categorizing, estimating, recognizing differences or Communicating with Supervisors, Peers, or Subordinates (imp:3.48 lvl:4.43) — Providing information to supervisors, co-workers, and subordinates by telephone, Performing for or Working Directly with the Public (imp:3.48 lvl:3.95) — Performing for people or dealing directly with the public. This includes serving Scheduling Work and Activities (imp:3.43 lvl:3.95) — Scheduling events, programs, and activities, as well as the work of others. Communicating with People Outside the Organization (imp:3.38 lvl:4.19) — Communicating with people outside the organization, representing the organizatio Providing Consultation and Advice to Others (imp:3.33 lvl:4.19) — Providing guidance and expert advice to management or other groups on technical, Performing Administrative Activities (imp:3.24 lvl:3.86) — Performing day-to-day administrative tasks such as maintaining information files Training and Teaching Others (imp:3.14 lvl:3.48) — Identifying the educational needs of others, developing formal educational or tr Resolving Conflicts and Negotiating with Others (imp:3.05 lvl:3.81) — Handling complaints, settling disputes, and resolving grievances and conflicts, Monitoring Processes, Materials, or Surroundings (imp:2.90 lvl:3.38) — Monitoring and reviewing information from materials, events, or the environment, Assisting and Caring for Others (imp:2.79 lvl:3.19) — Providing personal assistance, medical attention, emotional support, or other pe Estimating the Quantifiable Characteristics of Products, Events, or Information (imp:2.70 lvl:2.86) — Estimating sizes, distances, and quantities; or determining time, costs, resourc Thinking Creatively (imp:2.70 lvl:3.35) — Developing, designing, or creating new applications, ideas, relationships, syste Developing Objectives and Strategies (imp:2.62 lvl:3.19) — Establishing long-range objectives and specifying the strategies and actions to Developing and Building Teams (imp:2.62 lvl:2.67) — Encouraging and building mutual trust, respect, and cooperation among team membe Coaching and Developing Others (imp:2.57 lvl:3.29) — Identifying the developmental needs of others and coaching, mentoring, or otherw Guiding, Directing, and Motivating Subordinates (imp:2.55 lvl:2.81) — Providing guidance and direction to subordinates, including setting performance Coordinating the Work and Activities of Others (imp:2.52 lvl:3.00) — Getting members of a group to work together to accomplish tasks. Monitoring and Controlling Resources (imp:2.33 lvl:2.43) — Monitoring and controlling resources and overseeing the spending of money. Judging the Qualities of Objects, Services, or People (imp:2.29 lvl:2.76) — Assessing the value, importance, or quality of things or people. Inspecting Equipment, Structures, or Materials (imp:2.19 lvl:2.29) — Inspecting equipment, structures, or materials to identify the cause of errors o Controlling Machines and Processes (imp:2.14 lvl:2.19) — Using either control mechanisms or direct physical activity to operate machines Selling or Influencing Others (imp:2.00 lvl:2.29) — Convincing others to buy merchandise/goods or to otherwise change their minds or Staffing Organizational Units (imp:1.81 lvl:1.24) — Recruiting, interviewing, selecting, hiring, and promoting employees in an organ Repairing and Maintaining Electronic Equipment (imp:1.75 lvl:1.30) — Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, Handling and Moving Objects (imp:1.62 lvl:1.38) — Using hands and arms in handling, installing, positioning, and moving materials, Performing General Physical Activities (imp:1.43 lvl:0.81) — Performing general physical activities includes doing activities that require co Operating Vehicles, Mechanized Devices, or Equipment (imp:1.29 lvl:0.62) — Running, maneuvering, navigating, or driving vehicles or mechanized equipment, s Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment (imp:1.00) — Providing documentation, detailed instructions, drawings, or specifications to t Repairing and Maintaining Mechanical Equipment (imp:1.00) — Servicing, repairing, adjusting, and testing machines, devices, moving parts, an --- WORK STYLES --- Dependability (imp:4.00) — A tendency to be reliable, responsible, and consistent in meeting work-related o Attention to Detail (imp:3.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Attention to Detail (imp:3.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Dependability (imp:2.65) — A tendency to be reliable, responsible, and consistent in meeting work-related o Cautiousness (imp:2.24) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Integrity (imp:2.21) — A tendency to be honest and ethical at work. Integrity (imp:2.00) — A tendency to be honest and ethical at work. Achievement Orientation (imp:1.60) — A tendency to establish and maintain personally challenging work-related goals, Cooperation (imp:1.41) — A tendency to be pleasant, helpful, and willing to assist others at work. Self-Control (imp:1.40) — A tendency to remain calm and composed and to manage emotions effectively in res Social Orientation (imp:1.33) — A tendency to seek out, enjoy, and be energized by social interaction at work. Stress Tolerance (imp:1.27) — A tendency to cope and function effectively in stressful situations at work. Self-Confidence (imp:1.26) — A tendency to believe in one's work-related capabilities and ability to control Perseverance (imp:1.20) — A tendency to exhibit determination and resolve to perform or complete tasks in Intellectual Curiosity (imp:1.11) — A tendency to seek out and acquire new work-related knowledge and obtain a deep Sincerity (imp:1.05) — A tendency to be genuine and sincere in interactions with others at work, withou Cautiousness (imp:1.00) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Adaptability (imp:0.89) — A tendency to be open to and comfortable with change, new experiences, or ideas Initiative (imp:0.85) — A tendency to be proactive and take on extra responsibilities and tasks that may Empathy (imp:0.77) — A tendency to show concern for others and be sensitive to others' needs and feel Humility (imp:0.72) — A tendency to be modest and humble when interacting with others at work. Tolerance for Ambiguity (imp:0.64) — A tendency to be comfortable with ambiguity and uncertainty at work. Optimism (imp:0.40) — A tendency to exhibit a positive attitude and positive emotions at work, even un Leadership Orientation (imp:0.12) — A tendency to lead, take charge, offer opinions, and provide direction at work. Innovation (imp:0.02) — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Innovation () — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Achievement Orientation () — A tendency to establish and maintain personally challenging work-related goals, Intellectual Curiosity () — A tendency to seek out and acquire new work-related knowledge and obtain a deep Tolerance for Ambiguity () — A tendency to be comfortable with ambiguity and uncertainty at work. Initiative () — A tendency to be proactive and take on extra responsibilities and tasks that may Adaptability () — A tendency to be open to and comfortable with change, new experiences, or ideas Self-Confidence () — A tendency to believe in one's work-related capabilities and ability to control Perseverance () — A tendency to exhibit determination and resolve to perform or complete tasks in Leadership Orientation () — A tendency to lead, take charge, offer opinions, and provide direction at work. Humility () — A tendency to be modest and humble when interacting with others at work. Sincerity () — A tendency to be genuine and sincere in interactions with others at work, withou Empathy () — A tendency to show concern for others and be sensitive to others' needs and feel Cooperation () — A tendency to be pleasant, helpful, and willing to assist others at work. Optimism () — A tendency to exhibit a positive attitude and positive emotions at work, even un Social Orientation () — A tendency to seek out, enjoy, and be energized by social interaction at work. Stress Tolerance () — A tendency to cope and function effectively in stressful situations at work. Self-Control () — A tendency to remain calm and composed and to manage emotions effectively in res --- TRANSFERABLE SKILLS --- Time Management (imp:3.12 lvl:3.00) — Managing one's own time and the time of others. Service Orientation (imp:3.00 lvl:3.00) — Actively looking for ways to help people. Judgment and Decision Making (imp:3.00 lvl:3.12) — Considering the relative costs and benefits of potential actions to choose the m Social Perceptiveness (imp:2.88 lvl:2.75) — Being aware of others' reactions and understanding why they react as they do. Complex Problem Solving (imp:2.88 lvl:3.00) — Identifying complex problems and reviewing related information to develop and ev Coordination (imp:2.75 lvl:2.88) — Adjusting actions in relation to others' actions. Instructing (imp:2.75 lvl:2.88) — Teaching others how to do something. Persuasion (imp:2.62 lvl:2.62) — Persuading others to change their minds or behavior. Negotiation (imp:2.50 lvl:2.50) — Bringing others together and trying to reconcile differences. Systems Analysis (imp:2.38 lvl:2.75) — Determining how a system should work and how changes in conditions, operations, Systems Evaluation (imp:2.00 lvl:2.00) — Identifying measures or indicators of system performance and the actions needed Management of Personnel Resources (imp:2.00 lvl:1.75) — Motivating, developing, and directing people as they work, identifying the best Operations Analysis (imp:1.75 lvl:1.00) — Analyzing needs and product requirements to create a design. Management of Financial Resources (imp:1.75 lvl:0.75) — Determining how money will be spent to get the work done, and accounting for the Quality Control Analysis (imp:1.62 lvl:0.75) — Conducting tests and inspections of products, services, or processes to evaluate Programming (imp:1.50 lvl:0.50) — Writing computer programs for various purposes. Management of Material Resources (imp:1.50 lvl:0.50) — Obtaining and seeing to the appropriate use of equipment, facilities, and materi Technology Design (imp:1.38 lvl:0.50) — Generating or adapting equipment and technology to serve user needs. Operations Monitoring (imp:1.12 lvl:0.12) — Watching gauges, dials, or other indicators to make sure a machine is working pr Equipment Selection (imp:1.00) — Determining the kind of tools and equipment needed to do a job. Installation (imp:1.00) — Installing equipment, machines, wiring, or programs to meet specifications. Operation and Control (imp:1.00) — Controlling operations of equipment or systems. Equipment Maintenance (imp:1.00) — Performing routine maintenance on equipment and determining when and what kind o Troubleshooting (imp:1.00) — Determining causes of operating errors and deciding what to do about it. Repairing (imp:1.00) — Repairing machines or systems using the needed tools.
--- NATIONAL WAGES --- total_employment : 76,480 annual_median : $54,920 annual_pct10 : $33,760 annual_pct25 : $38,910 annual_pct75 : $76,300 annual_pct90 : $99,270 annual_mean : $60,930 hourly_median : $26.40 --- GEOGRAPHIC DISPERSION --- highest_state : New York ($71,850) lowest_state : Alabama ($33,280) dispersion_ratio : 2.159x --- TOP STATES BY WAGE (49 total) --- Professional, Scientific, and Technical Services emp: 74,040 median: $ 54,200 Information emp: 1,270 median: $ 58,920 Finance and Insurance emp: 550 median: $ 74,660 Administrative and Support and Waste Management and Remediation Services emp: 300 median: $ 0 Health Care and Social Assistance emp: 50 median: $ 47,430 Management of Companies and Enterprises emp: 40 median: $ 82,520 --- TOP INDUSTRIES BY EMPLOYMENT (6 total) --- Professional, Scientific, and Technical Services emp: 74,040 median: $ 54,200 Information emp: 1,270 median: $ 58,920 Finance and Insurance emp: 550 median: $ 74,660 Administrative and Support and Waste Management and Remediation Services emp: 300 median: $ 0 Health Care and Social Assistance emp: 50 median: $ 47,430 Management of Companies and Enterprises emp: 40 median: $ 82,520
exact_match_status : no_exact_match matched_title : N/A match_score : 0.0000 wikidata_qid : N/A word_count : 0 wikipedia_url : N/A license : CC BY-SA 4.0 fetched_at : 2026-06-02T20:18:23.245088Z --- SEMANTIC NEIGHBORS (5) --- Title: Tax preparation in the United States (similarity: 0.4898) URL: https://en.wikipedia.org/wiki/Tax_preparation_in_the_United_States QID: Q7689457 Extract: Tax preparation is the process of preparing tax returns, particularly income tax returns, on behalf of a taxpayer, typically for compensation. Taxpayers may complete their own returns, either manually or with the assistance of tax preparation software and online services. Alternatively, tax prepara Title: Preparer Tax Identification Number (similarity: 0.3404) URL: https://en.wikipedia.org/wiki/Preparer_Tax_Identification_Number QID: Q7240645 Extract: The Preparer Tax Identification Number (PTIN) is an identification number that all paid tax return preparers must use on U.S. federal tax returns or claims for refund submitted to the Internal Revenue Service (IRS). Anyone who, for compensation, prepares all or substantially all of any federal tax Title: IRS Return Preparer Initiative (similarity: 0.4651) URL: https://en.wikipedia.org/wiki/IRS_Return_Preparer_Initiative QID: Q5973600 Extract: The IRS Return Preparer Initiative was an effort by the Internal Revenue Service (IRS) to regulate the tax return preparation industry in the United States. The purpose of the initiative is to improve taxpayer compliance and service by setting professional standards for and providing support to th Title: Electronic tax filing (similarity: 0.2353) URL: https://en.wikipedia.org/wiki/Electronic_tax_filing QID: Q5358438 Extract: Electronic tax filing, or e-filing, is a system for submitting tax documents to a revenue service electronically, often without the need to submit any paper documents. Title: Tax advisor (similarity: 0.4167) URL: https://en.wikipedia.org/wiki/Tax_advisor QID: Q688576 Extract: A tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations. Tax advisors are also retained to represent client
model_pass1 : claude-sonnet-4-20250514
model_pass2 : claude-haiku-4-5-20251001
inference_confidence : high
confidence_notes : Strong O*NET data coverage with detailed task descriptions, comprehensive skill/knowledge profiles, and robust wage data from BLS OEWS May 2025. Related occupation connections are well-established through shared competencies and career pathways.
inferred_at : 2026-06-03T13:42:28.863602+00:00
tokens_input : 4,500
tokens_output : 4,316
cost_usd : $0.047189
wikipedia_used : False
wikipedia_title : None
wikipedia_note : No exact Wikipedia match found, though 'Tax preparation in the United States' provides relevant context about the tax preparation process and regulatory environment. The occupation involves specialized knowledge of IRS procedures and PTIN requirements referenced in related Wikipedia articles.
--- PROSE FIELDS ---
ROLE SUMMARY:
Tax Preparers are financial professionals who prepare tax returns for individuals and small businesses, ensuring compliance with federal and state tax laws while maximizing deductions and credits. They combine accounting knowledge with customer service skills to guide clients through complex tax regulations and filing requirements. These specialists use tax preparation software and maintain detailed records while providing advisory services on tax-related matters.
DAY IN THE LIFE:
Tax preparers begin their day by reviewing client appointments and preparing necessary forms and documentation. They interview clients to gather information about taxable income, deductions, and allowances, carefully documenting all financial details. Using specialized software like Intuit TurboTax or professional tax preparation systems, they compute taxes owed or refunds due, applying all appropriate adjustments and credits. They verify calculations for accuracy, check data input, and review financial records such as income statements and expense documentation. Throughout the day, they explain tax laws and procedures to clients, answer questions about deductions and credits, and ensure all forms are completed correctly before submission.
WHO THRIVES:
Successful tax preparers exhibit strong conventional traits, preferring structured, detail-oriented work with clear procedures and regulations. They possess excellent reading comprehension and active listening skills to understand complex tax documentation and client needs. These professionals demonstrate high dependability and attention to detail, as accuracy is critical when handling financial and legal documents. They combine analytical thinking with customer service orientation, able to explain complex tax concepts in understandable terms while maintaining professional relationships with clients during potentially stressful financial discussions.
CAREER ENTRY:
Entry into tax preparation typically requires a high school diploma (38.1% of workers) or post-secondary certificate (23.8%), though many professionals hold bachelor's degrees (23.8%). New preparers often start with basic tax preparation courses and obtain necessary certifications such as the IRS Preparer Tax Identification Number (PTIN). Many begin as seasonal workers during tax season to gain experience before pursuing full-time positions. Training in accounting software, tax law fundamentals, and customer service skills provides essential preparation for this role.
CAREER TRAJECTORY:
Tax preparers can advance to become Enrolled Agents, CPAs, or specialized tax consultants handling complex corporate returns. Experienced preparers may open their own tax preparation businesses or move into broader accounting roles such as Accountants and Auditors or Personal Financial Advisors. Some transition into related regulatory positions like Tax Examiners and Revenue Agents, while others specialize in areas like estate planning or business consulting.
MARKET INTELLIGENCE:
Tax Preparers earn a median annual salary of $54,920 according to BLS OEWS May 2025, with employment of 76,480 workers nationally. Wages range from $33,760 at the 10th percentile to $99,270 at the 90th percentile, showing significant earning potential for experienced professionals. Geographic variation is substantial, with New York offering the highest wages at $71,850 compared to Alabama's $33,280, representing a 2.16x ratio difference. The vast majority (74,040) work in Professional, Scientific, and Technical Services, with smaller concentrations in Information and Finance sectors. Demand remains steady due to ongoing tax compliance requirements, though seasonal fluctuations are common.
AUTOMATION OUTLOOK:
Tax preparation faces moderate automation pressure as software increasingly handles routine calculations and standard deductions. However, the high importance of activities like Getting Information (5.5 level), Updating and Using Relevant Knowledge (5.7 level), and Evaluating Information to Determine Compliance (5.0 level) suggests continued human value in complex cases, client consultation, and interpretation of changing tax laws.
--- REASONED EDGES ---
[knowledge_overlap] Tax Examiners and Collectors, and Revenue Agents (13-2081.00) — confidence:high
reasoning: Both roles require deep knowledge of tax law and government regulations with similar mathematics and accounting competencies.
data: Law and Government knowledge 4.1 level
data: Economics and Accounting knowledge 4.4 level
[skill_overlap] Bookkeeping, Accounting, and Auditing Clerks (43-3031.00) — confidence:high
reasoning: Both roles emphasize Working with Computers (4.7 importance) and Processing Information with similar mathematical abilities.
data: Working with Computers importance 4.7
data: Mathematics knowledge 4.4 level
data: Number Facility ability 3.6 level
[career_pathway] Accountants and Auditors (13-2011.00) — confidence:high
reasoning: Tax preparers commonly advance to accounting roles, sharing Economics and Accounting knowledge and similar analytical work activities.
data: Economics and Accounting knowledge 4.4 level
data: Analyzing Data or Information activity 4.8 level
[transferable_skill] Personal Financial Advisors (13-2052.00) — confidence:medium
reasoning: Both roles require Service Orientation (3.0 level) and provide financial guidance to clients with similar customer service demands.
data: Service Orientation skill 3.0 level
data: Customer and Personal Service knowledge 4.6 level
[riasec_cluster] Credit Counselors (13-2071.00) — confidence:medium
reasoning: Both roles exhibit high Conventional orientation and require similar client advisory skills in financial contexts.
data: Conventional RIASEC score 6.79
data: Social Perceptiveness skill 2.8 level
[task_similarity] Budget Analysts (13-2031.00) — confidence:medium
reasoning: Both roles involve analyzing financial data and evaluating information for compliance with standards at similar complexity levels.
data: Evaluating Information to Determine Compliance importance 4.0
data: Analyzing Data or Information level 4.8
--- NORMALIZER SIGNALS ---
match_keywords : ['tax preparer', 'income tax preparer', 'tax professional', 'enrolled agent', 'tax advisor', 'tax consultant', 'tax accountant', 'tax associate']
exclude_keywords : ['tax examiner', 'revenue agent', 'auditor', 'financial advisor', 'bookkeeper']
title_patterns : ['*tax preparer*', '*tax advisor*', '*tax consultant*', '*income tax*', '*enrolled agent*']
common_variations: ['CPA tax preparer', 'certified tax preparer', 'seasonal tax preparer', 'corporate tax preparer', 'credentialed tax expert', 'licensed tax consultant', 'tax return preparer', 'professional tax preparer']
total_terms : 40 top_words : ['tax', 'tendency', 'others', 'equipment', 'preparation', 'principles', 'financial', 'procedures', 'clients', 'includes', 'control', 'objects', 'preparers', 'returns', 'ideas', 'services', 'techniques', 'materials', 'activities', 'body'] source_layers : onet_tasks | onet_dimensions | dwas | wikipedia | inference TERM COUNT FREQ DOMINANT SOURCE SOURCE BREAKDOWN ────────────────────────────────────────────────────────────────────────────────────────── tax 68 0.02504 wikipedia wikipedia:43% inference:40% onet_tasks:12% tendency 42 0.01546 onet_dimensions onet_dimensions:100% others 41 0.01510 onet_dimensions onet_dimensions:93% onet_tasks:2% dwas:2% equipment 23 0.00847 onet_dimensions onet_dimensions:100% preparation 17 0.00626 inference inference:53% wikipedia:35% onet_tasks:12% principles 16 0.00589 onet_dimensions onet_dimensions:100% financial 15 0.00552 inference inference:40% dwas:27% onet_dimensions:20% procedures 14 0.00515 onet_dimensions onet_dimensions:57% inference:21% onet_tasks:14% clients 12 0.00442 onet_tasks onet_tasks:33% inference:33% dwas:17% includes 12 0.00442 onet_dimensions onet_dimensions:100% control 12 0.00442 onet_dimensions onet_dimensions:100% objects 12 0.00442 onet_dimensions onet_dimensions:100% preparers 12 0.00442 inference inference:58% wikipedia:42% returns 11 0.00405 wikipedia wikipedia:55% onet_tasks:27% inference:18% ideas 11 0.00405 onet_dimensions onet_dimensions:100% services 10 0.00368 onet_dimensions onet_dimensions:60% wikipedia:20% inference:20% techniques 10 0.00368 onet_dimensions onet_dimensions:100% materials 10 0.00368 onet_dimensions onet_dimensions:100% activities 10 0.00368 onet_dimensions onet_dimensions:90% inference:10% body 10 0.00368 onet_dimensions onet_dimensions:100% orientation 10 0.00368 onet_dimensions onet_dimensions:90% inference:10% problems 9 0.00331 onet_dimensions onet_dimensions:100% needs 9 0.00331 onet_dimensions onet_dimensions:89% inference:11% service 9 0.00331 wikipedia wikipedia:44% inference:33% onet_dimensions:22% providing 9 0.00331 onet_dimensions onet_dimensions:78% wikipedia:11% inference:11% standards 9 0.00331 onet_dimensions onet_dimensions:89% wikipedia:11% resources 9 0.00331 onet_dimensions onet_dimensions:100% quickly 9 0.00331 onet_dimensions onet_dimensions:100% machines 8 0.00295 onet_dimensions onet_dimensions:88% onet_tasks:12% personal 8 0.00295 onet_dimensions onet_dimensions:75% onet_tasks:12% inference:12% complex 8 0.00295 inference inference:62% onet_dimensions:25% onet_tasks:12% needed 8 0.00295 onet_dimensions onet_dimensions:88% onet_tasks:12% understand 8 0.00295 onet_dimensions onet_dimensions:88% inference:12% monitoring 8 0.00295 onet_dimensions onet_dimensions:100% rules 8 0.00295 onet_dimensions onet_dimensions:100% software 8 0.00295 inference inference:50% onet_dimensions:38% wikipedia:12% production 8 0.00295 onet_dimensions onet_dimensions:100% human 8 0.00295 onet_dimensions onet_dimensions:88% inference:12% events 8 0.00295 onet_dimensions onet_dimensions:100% actions 8 0.00295 onet_dimensions onet_dimensions:100%