Skill path
How to become a Tax Preparer
How to become a Tax Preparer: skill roadmap with 3 core skills, no degree required, courses and salary data. Updated weekly.
Education & experience requirements
- Education
- Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
- Experience
- Previous work-related skill, knowledge, or experience is required for these occupations.
- On-the-job training
- Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Foundations
Skills assumed by employers — the base to build on
- Tax laws and regulationsFoundation
Rules governing taxes must be followed to avoid penalties. Tax preparers need this knowledge. Learn by studying tax codes and updating with changes.
- Accounting principlesFoundation
Standard practices for financial records provide an accurate basis. Tax preparers use it. Learn by studying bookkeeping and accounting basics.
- Tax software proficiencyFoundation
Using software to prepare and file taxes boosts speed and accuracy. Employers demand it. Learn by using popular tax software and practicing.
- Attention to detailFoundation
Being thorough and accurate in tasks. Displayers and tax preparers need this to ensure precision in presentation and calculations.
Core skills
The skills that define the role today
- Tax advisory & planningHigh demand
Advising clients on minimizing taxes adds value. Tax preparers use it. Learn by studying tax strategies and working through scenarios.
- Audit support & representationHigh demand
Helping clients during audits requires documentation and arguments. Tax preparers need this. Learn by learning audit procedures and practicing.
- Tax-software oversightHigh demand
Ensuring software correctly computes taxes is critical. Preparers must verify outputs. Learn by understanding software logic and testing.
Tools in demand
Specific tools that appear in live postings
- Intuit TurboTaxIn demand
Specific tax preparation software is expected in many firms. Preparers need proficiency. Learn by using the software and exploring features.
- Microsoft ExcelIn demand
Spreadsheet software for data organization, calculation, and analysis. Univeral in business and finance roles. Learn by practicing formulas, pivot tables, and data visualization.
- Tax compliance property tax managementIn demand
Handling property taxes and compliance requires specialized knowledge. Preparers use it. Learn by studying property tax laws and administration.