Tax Preparer

Occupation Information table
Overview: Tax preparers complete income tax forms for individuals and small businesses. They analyze their clients' financial records to obtain information about income, dividends and expenses to determine the income tax owed. They use computer programs for standard calculations.
Duties: Tax preparer accountants prepare income tax return documents for small businesses and individuals. They interview clients to determine all sources of income and deductible expenses and allowances.

Tax prepareres rganize their clients' financial transaction documentation and research the tax laws on transactions that are unusual. They confer with clients to clarify ambiguous items expenses or income.

Tax preparer accountants may use standardized computer programs to calculate the taxes owed or refunds due for their clients. They advise clients about "grey" areas that could be challenged by government tax offices.

In the event of a tax audit or challenge by a tax office, they offer explanation for the tax returns submitted. They refer to tax laws and their interpretation to defend their client.

Degree(s): A.A.S. Accounting 
A.A.S. Management: Marketing Concentration 
A.S. Business Administration (Accounting and Marketing) 
Job Outlook: Employment in this field is projected to grow 2% to 4% from 2018 to 2028, which is slightly slower than the average projected growth for all occupations.
Salary Range (National Average): $43,000 to $47,000
Education Level: Training for this occupation generally requires a High School Degree, plus additional coursework in a vocational or technical school. In some cases, employers may require an Associate Degree.
Additional Training/Education: A college degree in accounting or financial management is the ideal educational preparation for this field. Courses in business taxation, financial accounting, cost accounting, auditing and computer-based accounting systems are essential. Some employers require that you pass the Certified Public Accounting (CPA) exam within a specified time after being hired. An associate degree will qualify you for entry assistant jobs.
Recommended Skills:
  • Weighing out the options in a situation or a problem and logically choosing the best course of action.
  • Assigning duties to others, motivating them, and evaluating their performance.
  • Using mathematics and/or statistics to solve problems.
  • The ability to understand complex written paragraphs, instructions, or reports.
Recommended Values:
  • Having a routine job where the duties are very predictable and not likely to change over a long period of time.
  • Persuading and influencing others to change their attitudes, behavior, and/or opinions.
  • Being able to decide on how to get something done without significant direction from someone else.
  • Having a level of income that will afford you with luxuries, and which will allow you to become financially independent.

* National data collected by the Department of Labor in 2014 with projections through 2024. For New York green job information .

* For New York salary data information .

* For New York green job information .

Understanding acquiring positions in this field may be enhanced through continuing academic study (i.e. earning a baccalaureate or a master's degree) and/or work experience in the field, Queensborough Community College has established transfer agreements with other institutions for students who wish to further pursue their educational goals. Students are highly encouraged to meet with one of our Career Services to fully understand the opportunities available through study in their degree program.