Roles · Accounting and bookkeeping

AI tax consultant

Prepares tax returns for individuals or small businesses and checks data input to detect errors in arithmetic or data entry.

Valentina Robinson“I compute taxes owed or overpaid using adding machines or personal computers.”An example character, not a real person.
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Tax consultant · What it does

Three tasks it takes off your hands

  1. Compute taxes owed or overpaid using adding machines or personal computers.
  2. Check data input or verify totals on forms prepared by others.
  3. Review financial records such as income statements and documentation of expenditures.
Where these come from

The tasks of “Tax Preparers” (O*NET 13-2082.00), as O*NET lists them:

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Tax consultant · Tools and industries

It works in the tools you already use

  • Intuit TurboTax
  • Microsoft Excel
  • Microsoft Office software
  • Intuit QuickBooks
  • Microsoft Access
  • Microsoft Outlook

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits