Tax Consultant

Tax Consultant solves client problems and this page contains 21 real tasks that reflect common issues you’ll resolve. Each entry notes who’s involved, how long it takes, and the expected result. Each one shows where we found it, and comes with an AI prompt you can copy and use straight away.

21evidenced tasks
21ready prompts
7tools of the trade
13-2082.00O*NET-SOC code
76,480hold this job (US, BLS 2025)
$54,920median pay/yr (US)
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What it pays

Government survey numbers — not estimates, not ads.

Half of all Tax Preparers in the U.S. earn more than $54,920 a year — the middle 80% land between $33,760 and $99,270. About 76,480 people in the U.S. do this work. Figures are for the U.S. occupation group “Tax Preparers”. (U.S. Bureau of Labor Statistics survey, published 2025.) In India, Professionals earn about ₹38,298 a month on average — around ₹4.6 lakh a year (government PLFS survey via ILOSTAT, occupation-family figure).
$54,920typical pay / year
76,480people in this work
$99,270+top 10% earn
₹4.6 lakha year in India (family avg)
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The work, task by task

These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.

Get approval1

Advise clients on tax-related issues

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Review Maria Ortega's draft tax memo, identify uncertain items on her financial statements that affect…
Review Maria Ortega's draft tax memo, identify uncertain items on her financial statements that affect taxable income, list three alternative treatments with risks and one recommended position to discuss with her this week, preserve client confidentiality.
The tools that do the workCCH ProSystem fx TAXESCOjob descriptionsO*NETWikipedia
Keeping the record3

File tax returns electronically or manually

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Prepare and transmit Jordan Lee's 2025 return, verify all W-2s, 1099s and K-1s match the bookkeeping, confirm…
Prepare and transmit Jordan Lee's 2025 return, verify all W-2s, 1099s and K-1s match the bookkeeping, confirm election choices and carryforwards, then e-file or produce a signed paper return for courier delivery by Thursday.
The tools that do the workATX Total Tax Officejob descriptionsO*NETWikipedia

File tax returns for individuals and businesses

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Assemble individual and corporate folders for the Nguyens, confirm dependent details and business expense…
Assemble individual and corporate folders for the Nguyens, confirm dependent details and business expense substantiation, compute each taxpayer's final tax due or refund, then file both returns together and notify them of payment options.
The tools that do the workATX Total Tax OfficeESCOjob descriptionsO*NET

Lodge federal and state tax returns

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Prepare an audit-readiness packet for Stellar Retail, include reconciled P&L and balance sheet, backup for…
Prepare an audit-readiness packet for Stellar Retail, include reconciled P&L and balance sheet, backup for large deductions, VAT returns and a timeline of supporting documents, then schedule a pre-audit call with the CFO for Tuesday.
The tools that do the workMicrosoft ExcelMicrosoft Wordjob descriptionsWikipedia
Fixing1

Ensure compliance with income tax laws

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Run a compliance checklist for Global Supply Co. against current income tax rules, flag exposures from…
Run a compliance checklist for Global Supply Co. against current income tax rules, flag exposures from transfer pricing and NOL usage, propose corrective entries or disclosures and a timeline to remediate before quarter-end.
The tools that do the workIntuit QuickBooksCCH ProSystem fx TAXESCOjob descriptionsWikipedia
Analysing1

Prepare clients for potential audits

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Run a dry-run of a typical IRS exam for Horizon Consulting: select high-risk returns, prepare…
Run a dry-run of a typical IRS exam for Horizon Consulting: select high-risk returns, prepare question-and-evidence bundles, note weak documentation and remediation steps, and deliver a one-page client briefing before the audit opener.
The tools that do the workACI TaskTrackerjob descriptionsWikipedia
The daily work15

Calculate form preparation fees according to return complexity and processing time required.

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Calculate preparation fees for the Patel engagement by applying complexity tiers to each individual and…
Calculate preparation fees for the Patel engagement by applying complexity tiers to each individual and business return, estimating hours for data gathering and review including two‑day rush processing, then produce a one‑page fee schedule to send to Priya by Friday.
The tools that do the workIntuit QuickBooksO*NET

Schedule appointments with clients.

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Schedule a 60-minute tax-review appointment with Mr. and Mrs. Alvarez in the morning slot next Wednesday,…
Schedule a 60-minute tax-review appointment with Mr. and Mrs. Alvarez in the morning slot next Wednesday, confirm via email with a calendar invite, and reserve a private conference room; follow up two days before with list of documents to bring.
The tools that do the workMicrosoft OutlookO*NET

Obtain and maintain PTIN and EFIN credentials

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Gather current PTIN and EFIN application details for my practice, confirm renewal deadlines, prepare required…
Gather current PTIN and EFIN application details for my practice, confirm renewal deadlines, prepare required identity and firm documents, and submit renewal paperwork so credentials are active before the busy season starts on October 1.
The tools that do the workMicrosoft WordMicrosoft Exceljob descriptions

Apply for IRS certifications or licenses if required

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Compile required documentation and complete applications for IRS practitioner certifications needed for the…
Compile required documentation and complete applications for IRS practitioner certifications needed for the Gomez estate engagement, list outstanding items for client signature, and file the applications so we meet the agency's 30-day review window.
The tools that do the workMicrosoft Wordjob descriptions

Identify applicable tax credits and deductions

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Review Martin Company’s latest financials, identify all federal and state credits and deductible items…
Review Martin Company’s latest financials, identify all federal and state credits and deductible items applicable this year, calculate estimated tax savings, and produce a two-page memo with references to support each claim for the client file.
The tools that do the workCCH ProSystem fx TAXMicrosoft ExcelWikipedia

Devise tax-efficient strategies

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Design three tax-efficient strategies for the Singh family that reduce current-year liability while…
Design three tax-efficient strategies for the Singh family that reduce current-year liability while considering cash flow, future estate goals, and VAT exposure; include pros, cons, and implementation steps in a client-ready one-page plan.
The tools that do the workMicrosoft ExcelMicrosoft WordESCO

Interpret financial statements

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Read the client's trial balance and year-end adjustments, flag unusual account movements, and write a…
Read the client's trial balance and year-end adjustments, flag unusual account movements, and write a one-page assessment of liquidity, profitability and going-concern risks for the director by Wednesday so we can advise on tax positions.
The tools that do the workMicrosoft ExcelESCOsee the evidence ↗

Observe confidentiality

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Create a confidential client file note that records who has access, the source documents received, and the…
Create a confidential client file note that records who has access, the source documents received, and the steps taken to secure the tax workpapers, then save it to the client folder and tell the engagement partner by end of day.
The tools that do the workMicrosoft WordMicrosoft OutlookESCOsee the evidence ↗

Prepare financial statements

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Assemble the nominal ledger, bank reconciliations and fixed asset schedule, post year-end accruals, produce a…
Assemble the nominal ledger, bank reconciliations and fixed asset schedule, post year-end accruals, produce a trial balance and draft balance sheet and P&L for the managing partner to review by Friday.
The tools that do the workMicrosoft ExcelESCOsee the evidence ↗

Prepare tax returns forms

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Complete the statutory tax return worksheets, map each schedule to the client's trial balance, calculate tax…
Complete the statutory tax return worksheets, map each schedule to the client's trial balance, calculate tax payable and supporting computations, then produce the signed return package for the client by next Tuesday.
The tools that do the workCCH ProSystem fx TAXESCOsee the evidence ↗

Value-added tax law

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Review the client's VAT transactions for the quarter, identify zero-rated versus standard-rated supplies,…
Review the client's VAT transactions for the quarter, identify zero-rated versus standard-rated supplies, calculate net VAT due and prepare a one-page memo outlining potential exposure and recovery steps for the finance manager.
The tools that do the workMicrosoft ExcelESCOsee the evidence ↗

Tax legislation

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Scan recent tax legislation changes affecting corporate deductions and prepare a concise briefing with action…
Scan recent tax legislation changes affecting corporate deductions and prepare a concise briefing with action points for the tax team and the client CFO so we can update our return positions this month.
The tools that do the workMicrosoft WordMicrosoft OutlookESCOsee the evidence ↗

Advise on tax planning

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Review the draft 2026 cashflow forecast and ownership changes, recommend three legally defensible year-end…
Review the draft 2026 cashflow forecast and ownership changes, recommend three legally defensible year-end tax‑planning moves to reduce cash tax by June 30, quantify expected savings and risks, and prepare client advice they can sign.
The tools that do the workCCH ProSystem fx TAXMicrosoft ExcelESCOsee the evidence ↗

Total accounting office

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Prepare the client advisory in the total accounting office record: summarise his FY results, highlight…
Prepare the client advisory in the total accounting office record: summarise his FY results, highlight one-off tax risks, propose two optimization steps with estimated cash impact, and request sign-off from Sarah by next Wednesday.
The tools that do the workCCH ProSystem fx TAXO*NET

Total tax office

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Draft the client year-end advisory for Greenfield Ltd, calculate final corporation tax adjustments, write the…
Draft the client year-end advisory for Greenfield Ltd, calculate final corporation tax adjustments, write the payable schedule and then update the total tax office record with the advisory date, estimated liability and follow-up tasks.
The tools that do the workMicrosoft WordMicrosoft ExcelO*NET

Says who?

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Activities this job lives in

The human activities behind the tasks — each with its honest AI ceiling.

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Shared with other careers — the same record means something different in each.

Related careers

Same family of work — each with its own tasks and prompts.

The LLOS Work Atlas is the world's largest evidenced task library — a map of human work, with a ready prompt behind every task. 1,774 careers · every task named by the sources that witnessed it — O*NET, ESCO, real job descriptions, Wikipedia — and the deepest tasks by several at once. And it is honest about limits: where AI cannot help, the map says so.

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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses