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Tax Preparers

Experience, Skills, and Personality Traits

Several years of prior experience at a tax preparation firm is helpful. Tax preparers should have an aptitude for math and an eye for detail. They should have strong organizational skills and the patience to sift through documents and financial statements. The ability to communicate effectively with clients is also key to be able to explain complex tax procedures and to make customers feel confident and comfortable. Tax preparers also need to work well under the stress and pressure of deadlines. They must be honest, discreet, and trustworthy in dealing with the financial and business affairs of their clients.

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