Illustration of a man sitting at a desk with a computer

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