Roles · Accounting and bookkeeping

AI tax specialist

Prepares tax returns for individuals or small businesses. Computes taxes owed or overpaid. Explains federal and state tax laws.

Sarah Fifita“I prepare tax returns and explain tax laws.”An example character, not a real person.
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Tax specialist · What it does

Three tasks it takes off your hands

  1. Compute taxes owed or overpaid using adding machines or personal computers.
  2. Prepare or assist in preparing simple to complex tax returns.
  3. Explain federal and state tax laws to individuals and companies.
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.
  • Explain federal and state tax laws to individuals and companies.

Tax specialist · 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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