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What does a Tax Assistant do?

Learn all about Tax Assistant duties, skills and much more. Get expert advice on how to become a Tax Assistant.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A tax assistant helps people and businesses with their taxes. They may help prepare tax returns, calculate taxes owed, and file tax returns. They may also help resolve tax problems.

Tax Assistant job duties include:

  • Assisting with the preparation of tax returns
  • Assisting with the calculation of taxes owed
  • Assisting with the filing of tax returns
  • Assisting with tax audits
  • Responding to taxpayer inquiries
  • Researching tax law
  • Maintaining records
  • Preparing reports
  • Providing support to tax preparers

Tax Assistant Job Requirements

A Tax Assistant typically needs at least an Associate's degree in accounting or a related field, though some jobs may require a Bachelor's degree. Many employers also prefer candidates who have passed one or more professional certification exams, such as the Certified Public Accountant (CPA) exam. Tax Assistants must also have strong computer skills and experience using accounting software.

Tax Assistant Skills

  • Analytical skills
  • Attention to detail
  • Organizational skills
  • Time management skills
  • Communication skills
  • Interpersonal skills
  • Research skills
  • Writing skills
  • Computer skills
  • Mathematical skills
  • Problem-solving skills

Related: Top Tax Assistant Skills: Definition and Examples

How to become a Tax Assistant

There are many reasons why someone might want to become a Tax Assistant. Perhaps they have a head for numbers and enjoy working with financial data. Maybe they like the challenge of finding ways to save their clients money. Or they could simply be interested in helping people with one of the most complex and important aspects of their lives - their taxes.

Whatever the reason, becoming a Tax Assistant is a great way to start a career in finance or accounting. And while it may seem like a daunting task, with a little hard work and dedication it is achievable. Here are a few tips on how to become a Tax Assistant:

1. Get a degree in accounting or finance. This will give you the basic skills and knowledge you need to be successful in this field.

2. Consider getting certified as a public accountant (CPA). This designation will make you more attractive to potential employers and clients.

3. Gain some experience by working in an accounting or tax firm. This will help you learn the ropes and get a feel for the work involved in this career.

4. Stay up to date on changes in tax laws and regulations. This is an ever-changing field, so it’s important to be able to adapt and keep up with the latest information.

5. Be detail-oriented and organized. This job requires being able to pay attention to small details and keeping track of multiple deadlines and client information.

6. Have good communication skills. You’ll need to be able to explain complex tax concepts to clients in a way that they can understand.

7. Be patient and calm under pressure. Working with taxes can be stressful, so it’s important to be able to maintain your composure even when things get hectic.

8. Be ethical. Integrity is essential in this field, as you’ll be dealing with sensitive personal information on a daily basis.

Related: Tax Assistant Resume Example

Related: Tax Assistant Interview Questions (With Example Answers)