Discussing with clients their financial information and taxable income during meetings.
Determining any possible deductions to which a client may be eligible.
Researching tax laws.
Collaborating with customers to develop strategies to reduce tax liabilities.
Communicating with clients to clarify tax-related concerns.
Preparing tax filings.
Ensuring that clients comply with their tax responsibilities.
Prepares tax returns for individuals, organizations, and businesses using significant knowledge of tax rules and regulations.
Using adequate strategies to minimize taxation by taking advantage of tax deductions and credits.
Helping with complicated tax issues, like those involving rental properties and capital gains.
Minimizing tax obligations.
Providing guidance on important life events and their tax implications, like inheritance, marriage, divorce, and childbirth.
Determining how much clients owe in taxes and how much clients overpaid in taxes by using a computer or adding machines to calculate the correct amounts.
Gathering relevant financials and tax information from clients through interview Information such as clients' taxable income, allowances, and deductible expenses.
Requirements
BSC/BA in Accounting and Finance, Business, and other related fields
Proven work experience as a Tax consultant or similar role
Excellent attention to detail
Possess the ability to operate complex database systems
Excellent communication, presentation, and negotiation skills, and the capacity to clearly explain complex details to a variety of teams
Must possess financial management skills
Knowledge of applicable tax laws is essential
Must be able to use tax preparation software and financial analysis software
Must be able to use accounting software such as Intuit QuickBooks, email software such as Microsoft Outlook, and spreadsheet software such as Microsoft Excel