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Tax preparer vs tax specialist

The differences between tax preparers 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 $51,020 average annual salary of a tax preparer.

The top three skills for a tax preparer include customer service, good communication and exceptional client. The most important skills for a tax specialist are IRS, customer service, and tax compliance.

Tax preparer vs tax specialist overview

Tax PreparerTax Specialist
Yearly salary$51,020$57,168
Hourly rate$24.53$27.48
Growth rate--7%
Number of jobs41,73646,937
Job satisfaction3-
Most common degreeBachelor's Degree, 46%Bachelor's Degree, 57%
Average age4747
Years of experience--

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 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 preparer vs tax specialist salary

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

Tax PreparerTax Specialist
Average salary$51,020$57,168
Salary rangeBetween $30,000 And $85,000Between $36,000 And $88,000
Highest paying CitySan Francisco, CAStamford, CT
Highest paying stateRhode IslandRhode Island
Best paying companyGoldman SachsSTMicroelectronics
Best paying industryFinanceFinance

Differences between tax preparer and tax specialist education

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

Tax PreparerTax Specialist
Most common degreeBachelor's Degree, 46%Bachelor's Degree, 57%
Most common majorAccountingAccounting
Most common collegeUniversity of Southern CaliforniaUniversity of Southern California

Tax preparer vs tax specialist demographics

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

Tax PreparerTax Specialist
Average age4747
Gender ratioMale, 28.2% Female, 71.8%Male, 30.8% Female, 69.2%
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, 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 preparer and tax specialist 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.
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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 preparer vs tax specialist skills

Common tax preparer skills
  • Customer Service, 27%
  • Good Communication, 14%
  • Exceptional Client, 8%
  • Math, 7%
  • Excellent Interpersonal, 6%
  • Taxable Income, 6%
Common tax specialist skills
  • IRS, 11%
  • Customer Service, 8%
  • Tax Compliance, 8%
  • Tax Issues, 7%
  • Taxation, 6%
  • Appeals, 6%

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