Tax Preparers
Tasks Include:
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Calculate form preparation fees according to return complexity and processing time required.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
more »
The data sources for the information displayed here include: O*NET™; US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Projections Quick View:
Virginia: +7.0%
National: +3.9%
Education
High School Diploma
Job Zone:
Three: Medium Preparation Needed
Income Range:
Highest ($50,000 and up)
Median Earnings:
National
$48,250.00
State
$41,000.00
Regional
Tax Preparers
Description
Career Cluster: | Finance |
Prepare tax returns for individuals or small businesses.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Education
Required Level of Education
- High School Diploma - or the equivalent (for example, GED) = 31.82%
- Bachelor's Degree = 31.82%
- Some College Courses = 18.18%
- Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production) = 13.64%
- Less than a High School Diploma = 4.55%
Related Work Experience
- None = 27.27%
- Over 1 year, up to and including 2 years = 22.73%
- Over 2 years, up to and including 4 years = 18.18%
- Over 6 months, up to and including 1 year = 13.64%
- Over 4 years, up to and including 6 years = 9.09%
- Over 3 months, up to and including 6 months = 4.55%
- Over 6 years, up to and including 8 years = 4.55%
On-Site or In-Plant Training
- Over 3 months, up to and including 6 months = 27.27%
- Over 1 month, up to and including 3 months = 22.73%
- Up to and including 1 month = 18.18%
- Over 6 months, up to and including 1 year = 18.18%
- None = 9.09%
- Over 1 year, up to and including 2 years = 4.55%
On-the-Job Training
- Over 1 month, up to and including 3 months = 36.36%
- Over 6 months, up to and including 1 year = 22.73%
- Anything beyond short demonstration, up to and including 1 month = 18.18%
- Over 3 months, up to and including 6 months = 13.64%
- Over 1 year, up to and including 2 years = 4.55%
- Over 2 years, up to and including 4 years = 4.55%
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Tasks
Core Tasks Include:
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Calculate form preparation fees according to return complexity and processing time required.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Answer questions and provide future tax planning to clients.
- Explain federal and state tax laws to individuals and companies.
- Schedule appointments with clients.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Tools and Technology
Tools Include:
- Adding machines
- Desktop computers
- Notebook computers
Technologies Include:
- Accounting software
- M8 Client Billing software
- ATX Total Accounting Office
- Intuit QuickBooks software
- Intuit Quicken software
- Calendar and scheduling software
- ScheduleVIEW software
- Data base user interface and query software
- Microsoft Access
- Document management software
- Laserfiche Avante
- Electronic mail software
- Microsoft Outlook
- Email software
- Financial analysis software
- Kleinrock Publishing
- Sync Essentials Trade Accountant
- Sungard Relius software
- Sales Tax Tools Sales Tax Researcher
- Datair Employee Benefits Systems software
- Human resources software
- Greatland Corporation Winfiler
- Internet browser software
- Microsoft Internet Explorer
- Office suite software
- Microsoft Office software
- Project management software
- Sage CPAPractice Manager
- ACI TaskTracker
- Spreadsheet software
- Microsoft Excel
- Thomson GoSystem MyTaxInfo
- Tax preparation software
- ATX Total Tax Office
- CCH ProSystem fx TAX
- Creative Solutions CPA Depreciation
- GreatTax software
- ExacTax PackageEX
- Electronic ToolKit for Tax Preparers
- Orrtax Software Intellitax software
- Petz Enterprises V-Tax
- ProSeries software
- LaCerte 1040 Tax Analyzer
- Datagroup ElectroFile ST
- Datagroup ElectroFile ELF
- Datagroup ElectroFile 1040
- Creative Solutions UltraTax CS
- Tax$imple software
- TaxWorks software
- Universal Tax Systems TaxWise
- Web page creation and editing software
- Web page creation and editing software
- Word processing software
- Microsoft Word
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Additional Resources
American Institute of Certified Public Accountants
1211 Avenue Of The Americas
New York, NY 10036-8775
Tel: (212) 596-6200 Fax: (212) 596-6213
National Society Accountants
1010 North Fairfax St.
Alexandria, VA 22314-1574
Tel: (703) 549-6400 Fax: (703) 549-2984
(800) 966-6679
The Institute of Internal Auditors
249 Maitland Ave.
Altamonte Springs, FL 32701-4201
Tel: (407) 803-7600 Fax: (407) 831-5171
Institute of Management Accountants
10 Paragon Drive
Montvale, NJ 07645
Tel: (201) 573-9000 Fax: (201) 573-8185
(800) 638-4427
Printed Occupational Information Available Upon Written Request.
The data sources for the information displayed here include: Virginia Career VIEW Research. (Using onet28)
Tax Preparers
Knowledge
% | Subject | Description |
---|---|---|
75.00 | 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. |
71.50 | Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. |
67.00 | English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. |
61.25 | Law and Government | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. |
61.25 | Computers and Electronics | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. |
60.25 | Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. |
54.75 | 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. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Skills
% | Subject | Description |
---|---|---|
75.00 | Reading Comprehension | Understanding written sentences and paragraphs in work-related documents. |
72.00 | 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. |
62.50 | Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. |
56.25 | Speaking | Talking to others to convey information effectively. |
53.00 | Mathematics | Using mathematics to solve problems. |
53.00 | Active Learning | Understanding the implications of new information for both current and future problem-solving and decision-making. |
53.00 | Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. |
50.00 | Writing | Communicating effectively in writing as appropriate for the needs of the audience. |
50.00 | Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. |
50.00 | Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. |
50.00 | Service Orientation | Actively looking for ways to help people. |
50.00 | Complex Problem Solving | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Abilities
% | Subject | Description |
---|---|---|
75.00 | Near Vision | The ability to see details at close range (within a few feet of the observer). |
72.00 | Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. |
72.00 | Written Comprehension | The ability to read and understand information and ideas presented in writing. |
65.50 | Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. |
62.50 | Oral Expression | The ability to communicate information and ideas in speaking so others will understand. |
59.50 | Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). |
56.25 | Speech Clarity | The ability to speak clearly so others can understand you. |
56.25 | Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. |
56.25 | Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. |
56.25 | 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). |
53.00 | Written Expression | The ability to communicate information and ideas in writing so others will understand. |
53.00 | 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. |
53.00 | Speech Recognition | The ability to identify and understand the speech of another person. |
53.00 | Category Flexibility | The ability to generate or use different sets of rules for combining or grouping things in different ways. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Work Activities
% | Subject | Description |
---|---|---|
96.50 | Working with Computers | Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. |
94.25 | Getting Information | Observing, receiving, and otherwise obtaining information from all relevant sources. |
88.75 | Updating and Using Relevant Knowledge | Keeping up-to-date technically and applying new knowledge to your job. |
85.75 | Processing Information | Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. |
79.75 | Documenting/Recording Information | Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. |
79.50 | Analyzing Data or Information | Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. |
78.50 | 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. |
75.00 | Making Decisions and Solving Problems | Analyzing information and evaluating results to choose the best solution and solve problems. |
69.25 | Establishing and Maintaining Interpersonal Relationships | Developing constructive and cooperative working relationships with others, and maintaining them over time. |
67.00 | Performing Administrative Activities | Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. |
64.75 | Organizing, Planning, and Prioritizing Work | Developing specific goals and plans to prioritize, organize, and accomplish your work. |
64.75 | Interpreting the Meaning of Information for Others | Translating or explaining what information means and how it can be used. |
63.75 | Communicating with Supervisors, Peers, or Subordinates | Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. |
62.50 | Scheduling Work and Activities | Scheduling events, programs, and activities, as well as the work of others. |
60.25 | 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. |
55.75 | Identifying Objects, Actions, and Events | Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. |
52.50 | 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. |
52.25 | Coaching and Developing Others | Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills. |
51.25 | Training and Teaching Others | Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others. |
51.25 | Providing Consultation and Advice to Others | Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Work Styles
% | Subject | Description |
---|---|---|
97.75 | Attention to Detail | Job requires being careful about detail and thorough in completing work tasks. |
95.50 | Integrity | Job requires being honest and ethical. |
87.50 | Dependability | Job requires being reliable, responsible, and dependable, and fulfilling obligations. |
84.00 | Self-Control | Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. |
78.50 | Cooperation | Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. |
78.50 | Stress Tolerance | Job requires accepting criticism and dealing calmly and effectively with high-stress situations. |
77.25 | Analytical Thinking | Job requires analyzing information and using logic to address work-related issues and problems. |
73.75 | Achievement/Effort | Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. |
72.75 | Persistence | Job requires persistence in the face of obstacles. |
72.75 | Adaptability/Flexibility | Job requires being open to change (positive or negative) and to considerable variety in the workplace. |
69.25 | Initiative | Job requires a willingness to take on responsibilities and challenges. |
68.25 | Concern for Others | Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job. |
61.25 | Independence | Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. |
52.25 | Social Orientation | Job requires preferring to work with others rather than alone, and being personally connected with others on the job. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Work Values
% | Subject | Description |
---|---|---|
61.17 | Relationships | Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Work Context
% | Subject | Description |
---|---|---|
96.40 | Spend Time Sitting | How much does this job require sitting? |
94.60 | Importance of Being Exact or Accurate | How important is being very exact or highly accurate in performing this job? |
91.00 | Telephone | How often do you have telephone conversations in this job? |
91.00 | Electronic Mail | How often do you use electronic mail in this job? |
87.60 | Face-to-Face Discussions | How often do you have to have face-to-face discussions with individuals or teams in this job? |
85.40 | Indoors, Environmentally Controlled | How often does this job require working indoors in environmentally controlled conditions? |
85.40 | Importance of Repeating Same Tasks | How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job? |
83.60 | Contact With Others | How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it? |
83.60 | Freedom to Make Decisions | How much decision making freedom, without supervision, does the job offer? |
82.80 | Structured versus Unstructured Work | To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals? |
81.80 | Time Pressure | How often does this job require the worker to meet strict deadlines? |
81.80 | Frequency of Decision Making | How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization? |
79.00 | Impact of Decisions on Co-workers or Company Results | What results do your decisions usually have on other people or the image or reputation or financial resources of your employer? |
78.20 | Deal With External Customers | How important is it to work with external customers or the public in this job? |
72.80 | Letters and Memos | How often does the job require written letters and memos? |
70.00 | Level of Competition | To what extent does this job require the worker to compete or to be aware of competitive pressures? |
68.20 | Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | How much does this job require using your hands to handle, control, or feel objects, tools or controls? |
61.80 | Work With Work Group or Team | How important is it to work with others in a group or team in this job? |
61.80 | Spend Time Making Repetitive Motions | How much does this job require making repetitive motions? |
59.00 | Consequence of Error | How serious would the result usually be if the worker made a mistake that was not readily correctable? |
55.40 | Coordinate or Lead Others | How important is it to coordinate or lead others in accomplishing work activities in this job? |
55.40 | Degree of Automation | How automated is the job? |
52.80 | Deal With Unpleasant or Angry People | How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements? |
52.80 | Physical Proximity | To what extent does this job require the worker to perform job tasks in close physical proximity to other people? |
50.00 | Responsibility for Outcomes and Results | How responsible is the worker for work outcomes and results of other workers? |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Job Zone Three: Medium Preparation Needed
- Overall 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.
- 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.
- Education
- Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Earnings Benefits*
Region | Entry Level | Median | Experienced |
---|---|---|---|
United States | $27,680.00 | $48,250.00 | $74,500.00 |
Virginia | $22,880.00 | $41,000.00 | $59,070.00 |
Region | Entry Level | Median | Experienced |
Alexandria/Arlington | $29,274.92 | $66,255.86 | $82,450.13 |
Bay Consortium | $23,334.27 | $30,212.17 | $46,415.61 |
Capital Region Workforce Partnership | $26,311.22 | $43,492.71 | $54,543.85 |
Central VA/Region2000 | $26,898.66 | $40,487.20 | $52,452.13 |
Crater Area | $25,270.97 | $45,153.03 | $53,018.15 |
Greater Peninsula | No Data | No Data | No Data |
Hampton Roads | $24,196.05 | $31,110.66 | $49,486.40 |
New River/Mt. Rogers | $25,004.79 | $30,212.17 | $47,063.22 |
Northern Virginia | $24,540.76 | $44,237.20 | $63,042.30 |
Piedmont Workforce | $27,249.49 | $48,915.28 | $65,996.82 |
Shenandoah Valley | No Data | No Data | No Data |
South Central | $23,334.27 | $29,240.25 | $39,267.45 |
Southwestern Virginia | $26,731.40 | $30,502.83 | $42,090.41 |
West Piedmont | $26,545.79 | $30,455.91 | $39,888.55 |
Western Virginia | $28,205.09 | $45,195.87 | $56,140.95 |
* Earnings Calculations:
Regional Earnings:
Entry = Annual mean of the lower 1/3 wage distribution;
Experienced = Annual mean of the upper 2/3 wage distribution.
National and State Earnings:
Entry = Annual 10th percentile wage;
Experienced = Annual 75th percentile wage.
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Tax Preparers
Employment Projections
Current | Projected | % Change | |
---|---|---|---|
United States | 107,900 | 112,100 | +3.9% |
Virginia | 3,538 | 3,785 | +7.0% |
Region | Current* | Projected | % Change |
Alexandria/Arlington | 566 | 608 | +7.4% |
Bay Consortium | 275 | 309 | +12.4% |
Capital Region Workforce Partnership | 344 | 370 | +7.6% |
Central VA/Region2000 | No Data | No Data | No Data |
Crater Area | No Data | No Data | No Data |
Greater Peninsula | No Data | No Data | No Data |
Hampton Roads | 273 | 286 | +4.8% |
New River/Mt. Rogers | 125 | 125 | +0.0% |
Northern Virginia | 993 | 1,085 | +9.3% |
Piedmont Workforce | No Data | No Data | No Data |
Shenandoah Valley | 236 | 252 | +6.8% |
South Central | No Data | No Data | No Data |
Southwestern Virginia | 151 | 134 | -11.3% |
West Piedmont | No Data | No Data | No Data |
Western Virginia | 190 | 196 | +3.2% |
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Tax Preparers
Related Occupations
Related Occupations
The related occupations here have similar general capabilities and interests; career explorers may also be interested in the related occupations:- Tax Examiners and Collectors, and Revenue Agents
- Accountants and Auditors
- Personal Financial Advisors
- Bookkeeping, Accounting, and Auditing Clerks
- Credit Analysts
- Loan Officers
- Credit Counselors
- Financial Examiners
- Compensation, Benefits, and Job Analysis Specialists
- Brokerage Clerks
- Credit Authorizers, Checkers, and Clerks
- Billing and Posting Clerks
- Payroll and Timekeeping Clerks
- Budget Analysts
- Eligibility Interviewers, Government Programs
- Financial Managers
- Loan Interviewers and Clerks
- Insurance Claims and Policy Processing Clerks
- Appraisers and Assessors of Real Estate
- Investment Fund Managers
Careers in Business Finance Pathway:
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
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Overview
Occupations
The data sources for the information displayed here include: New York State Department of Labor; New Jersey Department of Labor; California Occupational Information Coordinating Committee; CareerOneStop. (Using onet28)
Tax Preparers
Proficiency Ratings
These proficiencies are scored on a scale from 1 to 5 with 1 being not
important to the job and 5 being extremely important to the job.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Titles
- Accountant
- Bookkeeper
- Certified Income Tax Preparer (CTP)
- Certified Public Accountant (CPA)
- Corporate Tax Preparer
- Income Tax Advisor
- Income Tax Consultant
- Income Tax Expert
- Income Tax Preparer
- Licensed Tax Consultant
- Paraprofessional
- Tax Accountant
- Tax Advisor
- Tax Associate
- Tax Consultant
- Tax Evaluator
- Tax Manager
- Tax Preparer
- Tax Specialist
The data sources for the information displayed here include: O*NET™. (Using onet28)
Tax Preparers
Related Schools
- American National University
- Averett University
- Bluefield University
- Bryant & Stratton College-Virginia Beach
- Centura College-Chesapeake
- Centura College-Newport News
- DeVry University-Virginia
- Eastern Mennonite University
- ECPI University
- Emory & Henry College
- Fairfax University of America
- Ferrum College
- George Mason University
- Hampton University
- James Madison University
- Liberty University
- Marymount University
- Norfolk State University
- Old Dominion University
- Radford University
- Randolph-Macon College
- Regent University
- Stratford University
- Strayer University-Virginia
- University of Lynchburg
- University of Richmond
- University of the Potomac-VA Campus
- University of Virginia-Main Campus
- Virginia Commonwealth University
- Virginia Polytechnic Institute and State University
- Virginia State University
- Virginia Union University
- Washington and Lee University
- William & Mary
The data sources for the information displayed here include: O*NET™. (Using onet28)