OUR SERVICES: TAXES PREPARATION

Non-Credentialed Tax Preparer

What does an Non-credentialed Tax Preparer do?

A Non-Credentialed Tax Preparer assists individuals and businesses with tax preparation tasks, including gathering financial information, completing tax forms, and ensuring compliance with tax regulations. They interview clients to determine tax deductions and credits, input relevant data into tax preparation software, and review returns for accuracy. Non-credentialed tax Preparers may specialize in specific tax areas, such as individual or small business tax. While they don’t hold professional credentials like enrolled agents or CPAs, they provide valuable tax assistance and guidance to clients during the tax filing process.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Assisting individuals and businesses with tax preparation tasks.
    • Gathering financial information and completing tax forms.
    • Interviewing clients to determine tax deductions and credits.
    • Inputting relevant data into tax preparation software.
    • Reviewing tax returns for accuracy.
    • Providing valuable tax assistance and guidance to clients during the tax filing process.

    Day-to-Day Duties

    • Interviewing clients to gather financial information.
    • Completing tax forms using tax preparation software.
    • Reviewing tax returns for accuracy and completeness.
    • Providing tax assistance and guidance to clients.
    • Maintaining client confidentiality.

    SKILLS AND TOOLS

    Soft Skills

    • Communication skills
    • Attention to detail
    • Empathy
    • Time management
    • Adaptability
    • Integrity
    • Problem-solving abilities
    • Client relationship management

    Hard Skills

    • Tax preparation software proficiency
    • Knowledge of tax forms and regulations
    • Financial data gathering
    • Data entry accuracy
    • Client interviewing skills
    • Tax deduction and credit identification

    Tools

    TurboTax, H&R Block, or TaxAct 70%
    Dropbox, Google Drive, or Evernote 90%
    Platforms like email, phone, or video conferencing software 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business administration
    • Forensic Finance
    • Business Administration
    • Associate’s Degree
    • Bachelor’s Degree
    • Tax Preparation
    • Bookkeeping
    • Economics
    • Mathematics

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    QuickBooks

    QuickBooks Online (UK and US version) test to hire

    8/10

    Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

    GAAP

    Use the Financial accounting (US GAAP) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

    IFRS

    Use the Financial accounting (IFRS) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.