Tax-clerk-training and further education, tasks and salary

Tax-clerk-training and further education, tasks and salary

Like doctors and lawyers, tax consultants are dependent on qualified support from specialists – tax clerks. The profession of tax clerk is attractive and future-proof, but unfortunately little known. We would therefore like to introduce you to the job profile of a tax clerk in more detail.

Training and examination to become a tax clerk

Working as a tax clerk begins with training in a training company, usually a tax office. There, trainees learn how to determine tax bases and prepare income tax returns. Accounting, payroll accounting and sales tax returns are part of the daily bread in the apprenticeship. The trainees learn how to efficiently complete these tasks using different programs and electronic data processing.

The training in the tax office is supplemented by the vocational school, which teaches job-specific basics such as general economics, taxation and accounting. After a training period of 3 years, a final examination must be taken, whoever has passed the examination may then use the official qualification as tax clerk or tax clerk and look out for corresponding job offers.

Tax clerk: job description and tasks

As a tax clerk in the tax office, you usually support one or more tax consultants in providing tax and business support and advice to clients. You are in close contact with the clients themselves, provide information on the phone, keep in touch with tax offices or social security agencies, prepare proper accounting from invoices, receipts and account statements, plan appointments and ensure that all deadlines are met. Wage and salary slips, tax returns and tax assessments, all of this is done in digital form today, the daily work of a tax clerk is strongly influenced by digitization in tax consulting.

Of course, the area of responsibility of a tax clerk depends on the tax office in question. In a kind of all-round support for a client, you take care of the ongoing bookkeeping and payroll accounting, prepare tax returns and annual financial statements. Complex mandates are usually processed in a team, and you are assigned a sub-area such as correspondence with health insurance companies and tax offices or the examination of tax assessments for the tax consultant. Special highlights are then the discussion of the annual financial statements with the clients on site or the attendance of events such as training fairs or start-up events. The image of the accountant in the dusty room has long since become obsolete, the work of a tax clerk in a modern tax office is varied, diverse and, despite digitalization, characterized by contact with many people.

Further training and opportunities as a tax clerk

Only a few professions offer such a wide range of further training opportunities as the tax clerk , with the appropriate ambitions and requirements you can make it to the tax consultant and then become a partner in the management of a large law firm or set up your own law firm as a self-employed tax consultant. If you dont want to go that far as a tax clerk, you still have a lot of options.

The tax specialist is one of the many further training courses with attractive prospects, but you must have gained three years of professional experience after the training. Tax specialists usually work very closely with their superiors and in some cases already assume a great deal of responsibility for their law firm. The tax specialist must have a thorough command of topics such as business administration, accounting and tax law and apply this knowledge on a daily basis.