What does a Tax Clerk do?

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

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A tax clerk is responsible for the preparation, maintenance, and filing of tax documents. They may also be responsible for researching and resolving tax issues.

Tax Clerk job duties include:

  • Prepare tax returns and related forms for individuals, businesses, and/or organizations
  • Examine financial records to determine forms needed to prepare tax returns
  • Determine tax liability by calculating federal, state, and local taxes
  • Complete tax returns in a timely and accurate manner
  • File tax returns with the appropriate government agencies
  • Respond to inquiries from taxpayers, government agencies, and/or employers regarding tax return preparation and filing
  • Keep abreast of changes in tax laws and regulations
  • Prepare reports on tax compliance activities
  • Perform other duties as assigned

Tax Clerk Job Requirements

A Tax Clerk is responsible for preparing and filing tax documents. They must have a high school diploma or equivalent, and some post-secondary education in accounting or tax preparation is preferred. They must be detail-oriented and able to work independently. Certification as a Tax Preparer is not required, but may be helpful. Prior experience working with taxes is also preferred.

Tax Clerk Skills

  • Tax laws
  • Tax regulations
  • Tax code
  • Math
  • Accounts
  • Bookkeeping
  • Financial reports
  • QuickBooks
  • Microsoft Office
  • Customer service
  • Organization
  • Time management

Related: Top Tax Clerk Skills: Definition and Examples

How to become a Tax Clerk

A Tax Clerk is responsible for the accurate and timely preparation of tax returns. They must have a strong understanding of tax laws and regulations in order to properly prepare tax returns. Many Tax Clerks also provide tax planning and advice to clients.

To become a Tax Clerk, you will need to have at least a high school diploma or equivalent. Some college coursework in accounting or taxation is also helpful. Many Tax Clerks have certification from the American Institute of Certified Public Accountants (AICPA).

If you are interested in becoming a Tax Clerk, you should contact your local tax office or accounting firm to inquire about job openings. You may also want to consider pursuing an internship in order to gain experience in the field.

Related: Tax Clerk Resume Example

Related: Tax Clerk Interview Questions (With Example Answers)