Tax Preparer Duties & Responsibilities

The role and function of a Tax Preparer includes the following duties and responsibilities:

  • Advising clients about the tax preparation process.
  • Preparing and submitting tax returns for clients.
  • Handling communication from clients and tax authorities.
  • Setting up meetings with clients.
  • Securing repeat business and expanding the client base.
  • Analyzing tax data submitted by the client to maximize the outcome for the client.
  • Auditing all tax forms for completeness and accuracy.
  • Providing future tax planning to clients.
  • Signing income tax returns on behalf of individual and business clients.

Note that this is not an exhaustive list of Tax Preparer duties and responsibilities. Job functions for specific Tax Preparer roles may vary, depending on the industry and type of employer.