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Tax Professional

Tax Professional DISC Chart

Job Summary

A tax professional files taxes on behalf of businesses and individual clients. They educate customers about the tax filing process, analyze their financial records and previous tax returns, utilize all eligible tax credits and deductions to optimize payment, and review all paperwork for compliance before submitting tax returns. Tax professionals work in an accounting department of a business, at financial consulting firms, or operate independently.

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Personality types of a Tax Professional

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more
D

low D - Planner

Like to take time making decisions
I

low I - Supporter

Likes to work alone
S

high S - Stabilizer

Likes consistency
C

high C - Rule Follower

Likes to follow procedures

Behavioral Qualities for a Tax Professional

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Methodical. Orderly and systematic.
  • Reserved. Controlled and professional.
  • Supportive. Uplifting of others.
  • Organized. Structured and methodical.

Motivators for a Tax Professional

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Economic: A utilitarian drive for results and maximal returns. To tend to the economic drive, reward them for reaching goals and discuss how their work affects the bottom-line.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, provide plenty of structure and allow them to create their own processes when necessary.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, give them opportunities to learn new things and develop their skills as a tax professional.

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