Tax consultants work with clients on their tax-related issues, such as filing a tax return. For individuals and businesses with complicated estates, preparing a tax return may be legally and logistically complex; due to the complexity and length of these returns, a tax professional is often retained by the client over multiple years.
To effectively prepare the return, the tax consultant must collect all relevant information from the client. They must then organize the information to help them file the tax return. These professionals must also be able to gather and analyze necessary information, such as the tax code for the relevant jurisdiction(s) in which the tax return will be filed and any other relevant tax laws or codes. After preparing the return, consultant reviews it with the client to address any questions, concerns or changes that the client may have.
A tax consultant often must be a Certified Public Accountant (CPA); to obtain this certification, a tax consultant must be well-versed in accounting, which often requires a bachelor's degree in accounting or a related field. Tax consultants must be strong interpersonal communicators with strong research abilities. They must also be well organized, as they often work with a substantial amount of client information and relevant tax codes.