Will “State and Local Tax Associate (SALT Associate)” be Automated?

Core Skills & Abilities

• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

• Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

• Explain federal and state tax laws to individuals and companies.

• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

• Answer questions and provide future tax planning to clients.

• Schedule appointments with clients.

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