Roles · Accounting and bookkeeping

AI tax associate

Prepares tax returns for individuals or small businesses. Computes taxes owed or overpaid using personal computers. Verifies totals on forms to detect errors.

Liam Robinson“I compute taxes owed or overpaid and complete entries on forms.”An example character, not a real person.
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Tax associate · What it does

Three tasks it takes off your hands

  1. Compute taxes owed or overpaid using personal computers and complete entries on forms.
  2. Prepare simple to complex tax returns for individuals or small businesses.
  3. Check data input or verify totals on forms prepared by others to detect errors.
Where these come from

The tasks of “Tax Preparers” (O*NET 13-2082.00), as O*NET lists them:

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

Tax associate · Tools and industries

It works in the tools you already use

  • Intuit TurboTax
  • Microsoft Excel
  • Microsoft Office software
  • Intuit QuickBooks
  • Microsoft Access
  • Microsoft Outlook

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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