Assessment Template For Tax Preparers
Tax Preparers
Hiring success rate
69% hiring better
Test Used
18086 times
Popular Job Roles
Occupation-Specific
Technology Skills
Accounting software
Tasks
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Technology Skills
Accounting software
Intuit QuickBooks, M8 Client Billing, Quicken, Tax software
Tax preparation software
ATX Total Tax Office, CCH ProSystem fx TAX, Creative Solutions UltraTax CS, Petz Enterprises V-Tax
Financial analysis software
Datair Employee Benefits Systems, Sales Tax Tools Sales Tax Researcher, Sungard Relius, Sync Essentials Trade Accountant
Spreadsheet software
Microsoft Excel, Thomson GoSystem MyTaxInfo
Electronic mail software
Email software, Microsoft Outlook
Worker Requirements
Technology Skills
Accounting software
Skills
Reading Comprehension
Knowledge
Customer and Personal Service
Skills
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Speaking
Talking to others to convey information effectively.
Active Learning
Understanding the implications of new information for both current and future problem-solving and decision-making.
Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Law and Government
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Worker Characteristics
Technology Skills
Accounting software
Skills
Reading Comprehension
Knowledge
Customer and Personal Service
Abilities
Near Vision
Interests
Conventional
Work Values
Relationships
Work Styles
Attention to Detail
Abilities
Near Vision
The ability to see details at close range (within a few feet of the observer).
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
The ability to apply general rules to specific problems to produce answers that make sense.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Interests
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Work Values
Relationships
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Support
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Work Styles
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Integrity
Job requires being honest and ethical.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Self-Control
Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Cooperation
Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
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