Prepare tax returns for individuals or small businesses.
Sample of reported job titles:
CPA (Certified Public Accountant), Enrolled Agent, Income Tax Preparer, Tax Accountant, Tax Advisor, Tax Associate, Tax Consultant, Tax Preparer, Tax Professional, Tax Specialist
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Tasks
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Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
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Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
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Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
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Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
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Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
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Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
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Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
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Explain federal and state tax laws to individuals and companies.
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Answer questions and provide future tax planning to clients.
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Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
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Calculate form preparation fees according to return complexity and processing time required.
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Schedule appointments with clients.
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Technology Skills
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Accounting software — ATX Total Accounting Office; Intuit QuickBooks

; Quicken; Tax software
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Billing and invoicing software — M8 Client Billing
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Calendar and scheduling software — ScheduleVIEW
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Compliance software — Tax compliance property tax management software
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Data base user interface and query software — Microsoft Access

; Sage 50 Accounting
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Document management software — Laserfiche Avante
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Electronic mail software — Email software; Microsoft Outlook
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Financial analysis software — Datair Employee Benefits Systems; Sales Tax Tools Sales Tax Researcher; Sungard Relius; Sync Essentials Trade Accountant
; 1 more
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Human resources software — Greatland Corporation Winfiler
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Internet browser software — Microsoft Internet Explorer
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Office suite software — Microsoft Office software
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Project management software — ACI TaskTracker
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Spreadsheet software — Microsoft Excel

; Thomson GoSystem MyTaxInfo
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Tax preparation software — ATX Total Tax Office; Creative Solutions UltraTax CS; Intuit TurboTax

; Petz Enterprises V-Tax
; 13 more
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Web page creation and editing software
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Word processing software — Microsoft Word
Hot Technologies are requirements most frequently included across all employer job postings.
In Demand skills are frequently included in employer job postings for this occupation.
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Work Activities
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Working with Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
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Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
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Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
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Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
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Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
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Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
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Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
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Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
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Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
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Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.
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Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
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Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
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Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
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Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
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Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.
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Communicating with People Outside the Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
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Providing Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
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Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
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Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
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Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
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Detailed Work Activities
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Calculate tax information.
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Advise others on financial matters.
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Interview clients to gather financial information.
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Examine financial records.
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Verify accuracy of records.
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Correspond with customers to answer questions or resolve complaints.
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Develop financial plans for clients.
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Explain regulations, policies, or procedures.
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Update professional knowledge.
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Work Context
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Importance of Being Exact or Accurate — 90% responded “Extremely important.”
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E-Mail — 57% responded “Every day.”
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Spend Time Sitting — 65% responded “Continually or almost continually.”
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Telephone Conversations — 65% responded “Every day.”
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Importance of Repeating Same Tasks — 57% responded “Extremely important.”
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Face-to-Face Discussions with Individuals and Within Teams — 55% responded “Every day.”
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Time Pressure — 38% responded “Every day.”
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Contact With Others — 38% responded “Constant contact with others.”
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Freedom to Make Decisions — 40% responded “Some freedom.”
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Impact of Decisions on Co-workers or Company Results — 42% responded “Important results.”
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Deal With External Customers or the Public in General — 38% responded “Extremely important.”
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Duration of Typical Work Week — 48% responded “40 hours.”
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Frequency of Decision Making — 30% responded “Every day.”
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Work Schedules — 55% responded “Seasonal (only during certain times of the year).”
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Determine Tasks, Priorities and Goals — 57% responded “Some freedom.”
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Indoors, Environmentally Controlled — 60% responded “Every day.”
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Level of Competition — 60% responded “Moderately competitive.”
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Spend Time Making Repetitive Motions — 42% responded “More than half the time.”
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Written Letters and Memos — 38% responded “Once a month or more but not every week.”
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Job Zone
- Title
- Job Zone Three: Medium Preparation Needed
- Education
- Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
- Related Experience
- Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
- Job Training
- Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
- Job Zone Examples
- These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, desktop publishers, electricians, agricultural technicians, barbers, court reporters and simultaneous captioners, and medical assistants.
- SVP Range
- (6.0 to < 7.0)
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Training & Credentials
- State training
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- Local training
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- Certifications
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- State licenses
-
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Apprenticeship Opportunities
Example apprenticeship titles for this occupation:
- Enrolled Agent Tax Consultant
Specific title(s) listed above are vetted by industry and approved by the U.S. Department of Labor for use in a Registered Apprenticeship Program.
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Skills
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Reading Comprehension — Understanding written sentences and paragraphs in work-related documents.
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Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
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Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
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Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
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Speaking — Talking to others to convey information effectively.
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Time Management — Managing one's own time and the time of others.
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Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
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Mathematics — Using mathematics to solve problems.
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Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
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Service Orientation — Actively looking for ways to help people.
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Writing — Communicating effectively in writing as appropriate for the needs of the audience.
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Knowledge
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Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
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English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
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Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
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Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
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Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
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Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
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Administrative — Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
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Education
How much education does a new hire need to perform a job in this occupation? Respondents said:
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Abilities
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Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
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Near Vision — The ability to see details at close range (within a few feet of the observer).
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Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
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Written Comprehension — The ability to read and understand information and ideas presented in writing.
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Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
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Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
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Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
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Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly.
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Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.
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Speech Clarity — The ability to speak clearly so others can understand you.
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Flexibility of Closure — The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
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Fluency of Ideas — The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
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Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
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Perceptual Speed — The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
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Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
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Selective Attention — The ability to concentrate on a task over a period of time without being distracted.
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Speech Recognition — The ability to identify and understand the speech of another person.
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Written Expression — The ability to communicate information and ideas in writing so others will understand.
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Interests
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Conventional — Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
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Enterprising — Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
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Work Styles
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Cautiousness — A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.
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Integrity — A tendency to be honest and ethical at work.
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Attention to Detail — A tendency to be detail-oriented, organized, and thorough in completing work.
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Dependability — A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
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Wages & Employment Trends
- Median wages (2024)
- $24.31 hourly, $50,560 annual
- State wages
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- Local wages
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- Employment (2024)
- 90,600 employees
- Projected growth (2024-2034)
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Faster than average (5% to 6%)
- Projected job openings (2024-2034)
- 10,400
- State trends
-
- Top industries (2024)
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Source: Bureau of Labor Statistics 2024 wage data
external site and 2024-2034 employment projections
external site.
“Projected growth” represents the estimated change in total employment over the projections period (2024-2034). “Projected job openings” represent openings due to growth and replacement.
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Job Openings on the Web
- State job openings
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- Local job openings
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Professional Associations
Disclaimer:
Sources are listed to provide additional information on related jobs, specialties, and/or industries.
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