Tax Advisor

Tax advisers are trained in tax law. They understand the regulations regarding business and individual taxes and advise clients on how to comply with both federal and state tax legislation.Tax advisers provide their clients with financial and tax-related advice. They meet with clients over the phone and in-person to discuss their clients’ tax situations. They educate their clients on tax options, including how to legally lower tax liability or how to compute taxes based on their investments. Tax advisers might prepare and complete client tax returns and assist clients in finding the right deductions, credits and adjustments based on their financial situation.

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Last updated: October 25th 2016

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