Tax Preparer Education Requirements


A tax preparer education must focus on all the aspects of the job responsibilities performed by a tax preparer. A tax preparer is responsible for calculating, filing and signing income tax returns for his clients. Hence, the education for these candidates must emphasize on developing the candidates with thorough knowledge of taxation procedures, rules, regulations and laws.

Although there are no stringent educational requirements for tax preparers but these candidates must be well versed with the taxation policies and tax calculations. To develop these practical skills, candidates can join internship training programs offered by universities and community colleges. Many institutions also offer certificate courses in taxation to prepare candidates for the tax preparer job responsibilities.

Tax Preparer Education Requirements:

  • A mandatory requirement to acquire the job of a tax preparer is to pass the high school or any equivalent education.
  • Although it is not mandatory but an associates or bachelor’s degree in accounting enhances the candidate’s qualification.
  • Certifications or training programs related with taxation and tax preparation also enhances the chances of getting selected for the job of tax preparer.

Tax Preparer Education Degrees, Courses and Certifications:

To pursue your career in the field of tax preparation, you must possess following degrees or certifications:

  • High school diploma or GED or any equivalent qualification
  • Associates degree in accounting, taxation, finance or administration (But this degree is not mandatory to attain tax preparers job)
  • Training programs offered by Accreditation Council for Accountancy and Taxation (ACAT) or the National Association of Tax Professionals (NATP)
  • Certificate courses in tax preparation, tax accounting, tax filing, exemption, or refund calculation
  • Accredited Tax Preparer (ATP) professional certification
  • Candidates who want to pursue their career as tax preparer are required to attain registration from Internal Revenue Service (IRS) and must obtain their Tax Identification Number (PTIN)

Tax Preparer Education Qualification and Training:

To become a tax preparer there are no stringent academic requirements but candidates need to have acquired necessary training in the field of tax preparation to be successful in their job responsibilities as tax preparer. Many institutions and organization offer these kinds of hands on training programs to prepare candidates for the challenges involved in the job of tax preparer.

Tax Preparer Education Colleges and Universities:

Tax Preparer Education Wages and Salaries:

A tax preparer can earn an average salary of $20,000 – $ 45,000 depending on their experience and the organization they are associated with.

Category: Finance Education Requirements

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