What does an entry-level tax preparer do?

Question

Accepted Answer

Entry-level tax preparers work to assist in the preparation and filing of individual and business tax returns, ensuring compliance with relevant tax laws and regulations. A tax preparer is a professional who assists individuals and businesses in preparing and filing their tax returns with the government.

Common tasks for an entry-level tax preparer include:

Gathering and organizing tax-related information from clients
Entering data into tax preparation software
Calculating the tax liability and refunds
Preparing and filing tax returns
Communicating with clients and answering their tax-related questions
What to expect as an entry-level tax preparer:
Supervision. Entry-level tax preparers may report to more senior tax preparers or tax managers, whereas more senior tax preparers may oversee and manage multiple teams of tax preparers.
Job Duties. Entry-level tax preparers are often focused on executing specific tax preparation tasks and supporting more senior tax preparers, while more senior tax preparers may have more autonomy and be responsible for overseeing multiple tax preparation projects and reporting directly to stakeholders.
Skills. Entry-level tax preparers are expected to have a foundational knowledge of tax laws and regulations, as well as basic accounting skills, while more senior tax preparers are expected to have a deeper understanding of complex tax issues and be able to advise clients on tax planning strategies.