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Tax assistant vs tax specialist

The differences between tax assistants and tax specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a tax specialist has an average salary of $57,168, which is higher than the $43,893 average annual salary of a tax assistant.

The top three skills for a tax assistant include individual tax returns, low-income families and income tax returns. The most important skills for a tax specialist are IRS, customer service, and tax compliance.

Tax assistant vs tax specialist overview

Tax AssistantTax Specialist
Yearly salary$43,893$57,168
Hourly rate$21.10$27.48
Growth rate--7%
Number of jobs29,30746,937
Job satisfaction--
Most common degreeBachelor's Degree, 65%Bachelor's Degree, 57%
Average age4747
Years of experience--

What does a tax assistant do?

The tax assistant is responsible for supporting an organization's tax or accounting department. Their job is a combination of accounting support and administrative assistance. They should be able to run an office, as well as perform higher-level tasks, such as processing tax returns and sustaining databases. A tax assistant works under the direction of a tax manager or executive, but most of their duties are performed with less supervision. Tax assistants should also be dynamic and can comfortably work alone.

What does a tax specialist do?

A tax specialist is responsible for handling the tax compliance and correspondence of an organization, finalizing tax audits, and resolving discrepancies. Tax specialists should have excellent knowledge of tax laws and federal regulations, ensuring the accuracy of tax statements, and filing it accurately and efficiently. They should also be highly-analytical and communicative, especially on explaining tax-related documents to the management or the clients, as well as analyzing tax computations and managing the company's financial transactions.

Tax assistant vs tax specialist salary

Tax assistants and tax specialists have different pay scales, as shown below.

Tax AssistantTax Specialist
Average salary$43,893$57,168
Salary rangeBetween $24,000 And $79,000Between $36,000 And $88,000
Highest paying CityNew York, NYStamford, CT
Highest paying stateRhode IslandRhode Island
Best paying companyErnst & YoungSTMicroelectronics
Best paying industryFinanceFinance

Differences between tax assistant and tax specialist education

There are a few differences between a tax assistant and a tax specialist in terms of educational background:

Tax AssistantTax Specialist
Most common degreeBachelor's Degree, 65%Bachelor's Degree, 57%
Most common majorAccountingAccounting
Most common collegeUniversity of Southern CaliforniaUniversity of Southern California

Tax assistant vs tax specialist demographics

Here are the differences between tax assistants' and tax specialists' demographics:

Tax AssistantTax Specialist
Average age4747
Gender ratioMale, 39.3% Female, 60.7%Male, 30.8% Female, 69.2%
Race ratioBlack or African American, 8.4% Unknown, 4.1% Hispanic or Latino, 15.3% Asian, 11.1% White, 60.5% American Indian and Alaska Native, 0.6%Black or African American, 10.5% Unknown, 4.0% Hispanic or Latino, 17.8% Asian, 10.0% White, 57.1% American Indian and Alaska Native, 0.6%
LGBT Percentage8%8%

Differences between tax assistant and tax specialist duties and responsibilities

Tax assistant example responsibilities.

  • Perform bank and account reconciliations and process monthly payroll using QuickBooks.
  • Offer orientation to CPA s and college students to complete their continue education credits and increase potential candidates.
  • Perform data entry of banking and expense information into QuickBooks and other accounting software reconciling the accounts at month end.
  • Assure filling completion per client folder by gathering clients and CPA approval signature, tax form printouts and documentation backup scans.
  • General QuickBooks information and data entry.
  • Complete IRS tax-preparation training and prepare and electronically file income taxes for individuals.
  • Show more

Tax specialist example responsibilities.

  • Operate industry-specific taxation software to complete the tax returns.
  • Author of several articles on topics of international taxation.
  • Prepare and electronically file accurate and timely individual tax returns base on IRS regulations and company policies.
  • Conduct confidential interviews with individuals/couples using current IRS and state laws and manually or electronically file returns through proprietary software.
  • Prepare quarterly and annual tax accruals and return-to-provision calculations.
  • Analyze historical property tax for multiple internal divisions to accurately forecast current year expenses and support annual accruals.
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Tax assistant vs tax specialist skills

Common tax assistant skills
  • Individual Tax Returns, 27%
  • Low-Income Families, 25%
  • Income Tax Returns, 11%
  • IRS, 5%
  • PowerPoint, 4%
  • Financial Statements, 4%
Common tax specialist skills
  • IRS, 11%
  • Customer Service, 8%
  • Tax Compliance, 8%
  • Tax Issues, 7%
  • Taxation, 6%
  • Appeals, 6%

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