Tax Specialist

Overview

Tax specialists utilize accounting skills to prepare individual and small business tax returns. Many of these accounting professionals are employed by companies that provided tax preparation services to individuals and small to medium-sized businesses. Others may elect to pursue an entrepreneurial pathway and create their own business where they provide similar services. Tax specialists are trusted professionals who handle sensitive personal client information.

Available fall 2021, the Tax Specialist Career Certificate teaches students the principles of accounting and the concepts of payroll and tax preparation. For over 100 years, the U.S. Tax Code has changed and adapted. Tax Preparation is a dynamic field that allows students to engage with customers and utilize accounting skills to prepare individual and small business tax returns. The skills taught in the Tax Specialist Career Certificate prepare students for positions with tax preparation services or in support positions in small to medium-sized businesses. This Tax Specialist Career Certificate program may be useful to students who are interested in preparing their tax returns each year or who wish to become professional tax accountants. Students may use this career certificate as a pathway to further education in accounting or business administration.

Job & Salary Outlook

For current information regarding income and careers in accounting, see the Bureau of Labor Statistics.

Degrees & Certificates OFfered

Academic Pathway (Fall 2021)—Students may use the Tax Specialist Career Certificate as a pathway to further their Business or Accounting education in completion of the following Certificates and Degrees:

Business

Accounting

Schedule

Find quarter class schedules

Faculty

Dr. Victoria Badura, Instructor
Ph.D., CPA
ACCOUNTING /BUSINESS ADMINISTRATION
Sarpy Center 133 | 531-MCC-3870

Additional Information

Learning Goals

  • Prepare, analyze, and interpret financial statements in accordance with General Accepted Accounting Principles (GAAP).
  • Evaluate business decisions using managerial accounting methods.
  • Analyze and prepare payroll transactions and forms.
  • Analyze and prepare individual income tax filings.
  • Analyze and prepare business tax entries and filings.
  • Apply ethical reasoning to accounting scenarios.

Professional Credential

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. 

IRS Enrolled AgentIn order to practice in front of the Internal Revenue Service, a tax preparer must become an Enrolled Agent.  The Tax Specialist Career Certificate will prepare students for the IRS Enrolled Agent program Special Enrollment Examination (SEE).  While the SEE and a review course are not part of the Career Certificate, course work will be tailored to include content relevant to the SEE exam.