Mid-Level

Income Tax Preparer

Income Tax Preparers prepare individual and small business tax returns — gathering documents, applying tax code, identifying deductions and credits, supporting clients through filing. The work tends to be detail-driven, deadline-focused, and built on steady client relationships.

Career Level
Junior
Mid
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VP
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Work Personality
C
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A
Conventionalorganizing, detail-oriented
Enterprisingleading, persuading
Based on Holland Code framework
Job markets for Income Tax Preparers
Employment concentration · ~181 areas
Based on employment in related occupations
Mapped SOC categories:
BLS Occupational Employment Statistics
What it's like

What it's like to be a Income Tax Preparer

Most days mix client appointments, return preparation, and document review — meeting with clients to gather information, preparing federal and state tax returns, identifying deductions and credits, reviewing returns for accuracy, and supporting clients through filing and post-filing questions. You're often working at tax preparation firms (H&R Block, Jackson Hewitt, Liberty Tax), independent CPA practices, or self-employed, and the client mix (W-2, self-employed, small business) shapes daily work.

What tends to be harder than people expect is the seasonal compression combined with regulatory complexity. Peak season (January-April) involves long days and weekend work, and tax law changes require continuous education. Credentialing (PTIN, EA, CPA) shapes career growth, and client emotions during refund or balance-due conversations can be intense.

People who tend to thrive here are detail-oriented, comfortable with complex regulations, patient with client conversations, and quietly accurate under deadline pressure. If you want predictable year-round work, tax prep cycles are intense in season. If you like the analytical work of helping people navigate their tax obligations, the role offers durable seasonal demand and a clear path toward EA, CPA, or year-round tax practice.

RelationshipsModerate
SupportLower
IndependenceLower
AchievementLower
Working ConditionsLower
RecognitionLower
O*NET Work Values survey
✦ Editorial — written by Truest from industry research and career patterns
Career Paths

Where this role sits in the broader career landscape — and where it can take you.

$239K$179K$119K$60K$0KLower paying387 metro areas, sorted by salary level
All experience levels1
This level's estimated range
INDUSTRIES PAYING ABOVE AVERAGE
1 BLS OEWS May 2024 covers all Income Tax Preparers (SOC 13-2082.00), not just this title · BEA RPP 2023
* Top salaries exceed this figure. BLS caps reported wages at ~$240K to protect individual privacy in high-earning roles.
Exploring the Income Tax Preparer career path? Truest helps you figure out if it's the right fit — and plan your path forward.
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✦ Editorial — career progression and interview guidance based on industry patterns
The Broader Landscape

Roles like this one sit within a broader occupational category. The numbers below reflect that full landscape — helpful for context, but your specific experience will depend on level, specialty, and where you work.

$31K–$96K
Salary Range
10th – 90th percentile
74K
U.S. Employment
+4.5%
10yr Growth
10K
Annual Openings

How this category is changing

$74K$71K$68K$65K$62K201920202021202220232024$62K$74K
BLS OEWS May 2024 · BLS Employment Projections 2024–2034

Skills & Requirements

Reading ComprehensionActive ListeningCritical ThinkingSpeakingTime ManagementActive LearningService OrientationJudgment and Decision MakingMonitoringMathematics
O*NET OnLine · Bureau of Labor Statistics
13-2082.00

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Federal data: BLS Occupational Employment & Wage Statistics (May 2024) · BLS Employment Projections · O*NET OnLine
Truest editorial: Fit check, role profile, things that vary, advancement analysis, lateral moves, interview questions.