Mid-Level

Tax Preparer

At a tax-preparation chain, accounting firm, independent tax practice, or specialty tax operation, you prepare tax returns for individuals and small businesses โ€” gathering client information, applying tax rules, completing returns, and the preparation work that drives most tax-services revenue.

Career Level
Junior
Mid
Senior
Director
VP
Executive
Work Personality
C
E
S
I
R
A
Conventionalorganizing, detail-oriented
Enterprisingleading, persuading
Based on Holland Code framework
Job markets for Tax Preparers
Employment concentration ยท ~326 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 Tax Preparer

Tax-season work runs intense from January through April 15 โ€” back-to-back client appointments, return-preparation in tax software (chain-specific or commercial like Drake, ProSeries, Lacerte), supervisor or self-review cycles, and the steady cadence of completion-and-filing work. Outside tax season the work runs lighter, with extension returns, amended-return work, and IRS-correspondence support filling the calendar. Returns prepared accurately and client satisfaction are the operating measures.

Variance across employers is wide: at chains (H&R Block, Jackson Hewitt, Liberty Tax) the work runs on seasonal hiring with structured training; at accounting firms the engagements are more substantial; at independent practices the relationships are deeper but the seasonal hiring less common. The credentialed-vs-non-credentialed distinction affects work scope โ€” credentialed preparers (EA, CPA, AFSP) can handle representation work non-credentialed preparers can't.

This work fits people who are analytical, comfortable with regulatory text, and willing to invest in credentials over multiple seasons. AFSP credentials anchor entry-level work, with EA and CPA paths supporting advancement. The trade-off is the seasonal intensity of tax season and the modest off-season pay typical of seasonal tax-preparation positions, balanced against the supplemental-income or career-entry opportunities the work provides.

RelationshipsModerate
SupportModerate
AchievementLower
IndependenceLower
Working ConditionsLower
RecognitionLower
O*NET Work Values survey
โœฆ Editorial โ€” written by Truest from industry research and career patterns
Career Paths

Where this role sits in the broader career landscape โ€” 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 Tax Preparers (SOC 13-2081.00, 13-2082.00), not just this title ยท BEA RPP 2023
* Top salaries exceed this figure. BLS caps reported wages at ~$240K to protect individual privacy in high-earning roles.
Exploring the Tax Preparer career path? Truest helps you figure out if it's the right fit โ€” and plan your path forward.
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โœฆ Editorial โ€” 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 โ€” helpful for context, but your specific experience will depend on level, specialty, and where you work.

$31Kโ€“$110K
Salary Range
10th โ€“ 90th percentile
127K
U.S. Employment
+1.35%
10yr Growth
15K
Annual Openings

How this category is changing

$74K$71K$68K$65K$62K201920202021202220232024$62K$74K
BLS OEWS May 2024 ยท BLS Employment Projections 2024โ€“2034

Skills & Requirements

Reading ComprehensionSpeakingReading ComprehensionActive ListeningActive ListeningCritical ThinkingCritical ThinkingMonitoringWritingMathematics
O*NET OnLine ยท Bureau of Labor Statistics
13-2081.0013-2082.00

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