Tax Preparers
Business and FinancialAI Impact Assessment
This job has a high likelihood of being significantly impacted by AI automation in the coming years.
Tax Preparers with an AI automation risk score of 78%. Analysis includes 12 core tasks.
Why This Score?
- High exposure to routine, predictable tasks
Safer Career Paths
Accountants and Auditors
61% AI Risk
Higher ambiguity and stakeholder alignment.
Personal Financial Advisors
51% AI Risk
Higher ambiguity and stakeholder alignment.
Credit Counselors
39% AI Risk
Higher ambiguity and stakeholder alignment.
Key Tasks
Calculate form preparation fees according to return complexity and processing time required.
Use all appropriate adjustments
Compute taxes owed or overpaid
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Review financial records
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Upskilling Courses
Data Sources
Analysis based on O*NET data