Post job

Tax preparer vs bookkeeper

The differences between tax preparers and bookkeepers can be seen in a few details. Each job has different responsibilities and duties. Additionally, a tax preparer has an average salary of $51,020, which is higher than the $40,337 average annual salary of a bookkeeper.

The top three skills for a tax preparer include customer service, good communication and exceptional client. The most important skills for a bookkeeper are payroll tax returns, customer service, and reconciliations.

Tax preparer vs bookkeeper overview

Tax PreparerBookkeeper
Yearly salary$51,020$40,337
Hourly rate$24.53$19.39
Growth rate--5%
Number of jobs41,73638,481
Job satisfaction35
Most common degreeBachelor's Degree, 46%Bachelor's Degree, 46%
Average age4751
Years of experience-6

What does a tax preparer do?

A tax preparer is responsible for preparing and processing the tax obligations of an organization. Tax preparers' duties include calculating tax returns, reviewing financial statements and make adjustments as needed, analyzing deductible expenses and credits, and adhering to the tax regulations and legislation procedures at all times. A tax preparer must have excellent knowledge of the tax processes and timely updated with the recent changes and updates within the financial industry. Tax preparers should have impeccable analytical and critical thinking skills to manage account statements for business and individual clients.

What does a bookkeeper do?

Bookkeepers are employees who are in charge of the company's general ledger. They are well-versed in basic accounting principles, and they apply these in their work. Bookkeepers manage the entry of items in the general ledger, assign items into their proper categories, and ensure that the entries are balanced. They also act as auditors by checking the accuracy and veracity of the receipts or vouchers in their possession before entering them into the system. Bookkeepers ensure that their files are up to date and free of errors.

Tax preparer vs bookkeeper salary

Tax preparers and bookkeepers have different pay scales, as shown below.

Tax PreparerBookkeeper
Average salary$51,020$40,337
Salary rangeBetween $30,000 And $85,000Between $30,000 And $52,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateRhode IslandNew York
Best paying companyGoldman SachsNTT Data International L.L.C.
Best paying industryFinanceManufacturing

Differences between tax preparer and bookkeeper education

There are a few differences between a tax preparer and a bookkeeper in terms of educational background:

Tax PreparerBookkeeper
Most common degreeBachelor's Degree, 46%Bachelor's Degree, 46%
Most common majorAccountingAccounting
Most common collegeUniversity of Southern CaliforniaUniversity of Pennsylvania

Tax preparer vs bookkeeper demographics

Here are the differences between tax preparers' and bookkeepers' demographics:

Tax PreparerBookkeeper
Average age4751
Gender ratioMale, 28.2% Female, 71.8%Male, 15.4% Female, 84.6%
Race ratioBlack or African American, 10.9% Unknown, 4.1% Hispanic or Latino, 18.1% Asian, 10.3% White, 56.1% American Indian and Alaska Native, 0.6%Black or African American, 6.8% Unknown, 4.0% Hispanic or Latino, 14.4% Asian, 6.6% White, 67.6% American Indian and Alaska Native, 0.6%
LGBT Percentage8%7%

Differences between tax preparer and bookkeeper duties and responsibilities

Tax preparer example responsibilities.

  • Verify data input and totals on forms prepare by others to detect errors in math, data entry, or procedures.
  • Follow IRS's guidelines in accurately preparing taxes and complete entries on forms, following tax form instructions and tax tables.
  • Prepare a wide range of tax returns, help prepare subscription agreements, and help small start-up companies comply with GAAP.
  • Perform monthly bank statement reconciliations and create monthly financial statements.
  • Assist outside real property tax appeal providers by providing information necessary for filing appeals.
  • Create engaging Microsoft PowerPoint sides about associate trading arrangements with transfer pricing policy for upcoming speeches for the group director.
  • Show more

Bookkeeper example responsibilities.

  • Manage AR, prepare deposits and perform basic receptionist/customer service tasks in office.
  • Perform journal entries, balance ledger, perform bank reconciliations, control inventory, coordinate proper guest accommodation.
  • Post and update of daily sales and purchases into QuickBooks system.
  • Execute monthly collection of Medicaid surplus funds from clients on a monthly basis.
  • Post resident receipts, Medicaid remittance, and process adjusting entries to the A/R detail.
  • Work closely with QC personnel for the planning of tooling and the flow process of PWB's.
  • Show more

Tax preparer vs bookkeeper skills

Common tax preparer skills
  • Customer Service, 27%
  • Good Communication, 14%
  • Exceptional Client, 8%
  • Math, 7%
  • Excellent Interpersonal, 6%
  • Taxable Income, 6%
Common bookkeeper skills
  • Payroll Tax Returns, 12%
  • Customer Service, 10%
  • Reconciliations, 10%
  • Data Entry, 7%
  • Journal Entries, 5%
  • Financial Transactions, 4%

Browse business and financial jobs