Tax Preparer Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Tax Preparer:

  • Bachelor’s degree in Accounting or Finance.
  • Minimum of 5 years’ experience.
  • Computer literate.
  • Registered Tax Return Preparer Test completed.
  • Registration with the IRS with a valid PTIN.
  • Strong oral and written communication skills.
  • Must ensure confidentiality.

Note that this is not an exhaustive list of Tax Preparer skill, qualifications and experience. Job requirements for specific Tax Preparer roles may vary, depending on the industry and type of employer.


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