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What Is a Tax Consultant and How to Become One

What Do Tax Consultants Do?

Tax consultants optimize business tax strategy and minimize tax liability. As a tax consultant, your job duties include researching state and federal tax laws, communicating with clients about corporate plans and overall financial goals, developing tax procedures to reduce unnecessary fees, preparing business tax returns and payroll taxes, and ensuring compliance with tax laws and regulations. You need strong written and spoken communication skills to explain complex accounting and tax concepts to clients who have limited experience or knowledge of the field. Tax consultants work in financial consulting firms, public accounting firms, law offices, and large businesses.

How Do I Become a Tax Consultant?

To pursue a career as a tax consultant, you need a bachelor’s degree in accounting, finance, or a related field. Becoming a Certified Public Accountant (CPA) is not required, but having certification may make you a more valuable candidate in the job market. At a minimum, you need several years of experience as a tax preparer, tax analyst, or CPA to learn the tax laws and regulations in your state before advancing to a position as a tax consultant. Former employees of the Internal Revenue Service (IRS) are also qualified to transition into tax consultant roles. You need excellent analytical and mathematical skills to succeed in this career. The job requires occasional collaboration with other tax advisors, but you primarily work independently on your clients’ tax planning and preparation.