You might hire a tax preparer to:
- Achieve filing goals on or before the established deadline
Use comprehensive tax knowledge to maximize benefits and deductions
- Build relationships and encourage new business
- Educate others on best practices for tax filing, preparation, and record-keeping
| Required Skills and qualifications | Preferred skills and qualifications |
| 2 years’ experience in public accounting and/or tax planning and preparation | Advanced knowledge of relevant software, such as QuickBooks and Microsoft Excel |
| Exceptional analytical and problem-solving skills | Bachelor’s degree in accounting or finance |
| Registered and/or licensed with all applicable regional agencies | Familiarity with multi-state and/or international returns |
| Excellent communication and interpersonal skills | Relevant industry certifications (e.g. CPA for work in the U.S.) |
| Strong attention to detail | Experience representing tax preparers in administrative proceedings |
