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Finance consultant vs tax analyst

The differences between finance consultants and tax analysts can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a finance consultant, becoming a tax analyst takes usually requires 1-2 years. Additionally, a finance consultant has an average salary of $77,551, which is higher than the $61,745 average annual salary of a tax analyst.

The top three skills for a finance consultant include customer service, financial services and financial statements. The most important skills for a tax analyst are tax audits, reconciliations, and tax compliance.

Finance consultant vs tax analyst overview

Finance ConsultantTax Analyst
Yearly salary$77,551$61,745
Hourly rate$37.28$29.69
Growth rate15%-7%
Number of jobs94,25956,223
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 70%
Average age4548
Years of experience42

What does a finance consultant do?

A finance consultant is responsible for providing financial plans and advice for clients, managing their finances and investment decisions, and helping them achieve their long-term financial goals. Finance consultants carefully evaluate clients' financial situations, help them decide on insurance options, and patiently respond to finance-related inquiries and concerns. They should be able to monitor financial market conditions to decide on the right strategies for the clients' best interests. A finance consultant must have excellent analytical skills, as well as broad knowledge of the financial industry and stock market movements.

What does a tax analyst do?

A tax analyst specializes in managing and filing tax forms and tax returns, all while devising strategies to reduce tax payments legally. A tax analyst may work as a member of a company or independently. Moreover, in a company setting, the responsibilities of a tax analyst revolve around coordinating with different departments to obtain all necessary documentation and financial information, maintaining accurate and extensive records of all transactions, and resolving any issues or concerns. Furthermore, it is essential to remain updated with all the tax laws, all while adhering to the policies and regulations of the company.

Finance consultant vs tax analyst salary

Finance consultants and tax analysts have different pay scales, as shown below.

Finance ConsultantTax Analyst
Average salary$77,551$61,745
Salary rangeBetween $54,000 And $110,000Between $43,000 And $87,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkMaine
Best paying companyAppleMeta
Best paying industryTechnologyTechnology

Differences between finance consultant and tax analyst education

There are a few differences between a finance consultant and a tax analyst in terms of educational background:

Finance ConsultantTax Analyst
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 70%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Finance consultant vs tax analyst demographics

Here are the differences between finance consultants' and tax analysts' demographics:

Finance ConsultantTax Analyst
Average age4548
Gender ratioMale, 68.5% Female, 31.5%Male, 42.9% Female, 57.1%
Race ratioBlack or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.5% White, 71.8% American Indian and Alaska Native, 0.1%Black or African American, 13.1% Unknown, 3.4% Hispanic or Latino, 15.6% Asian, 11.1% White, 56.6% American Indian and Alaska Native, 0.3%
LGBT Percentage5%8%

Differences between finance consultant and tax analyst duties and responsibilities

Finance consultant example responsibilities.

  • Lead new hire training for FINRA test preparation and consultative sales model.
  • Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
  • Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
  • Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
  • Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
  • Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
  • Show more

Tax analyst example responsibilities.

  • Utilize QuickBooks to manage client data and prepare necessary financial statements.
  • Own the preparation of the consolidated/worldwide provision calculations and AJE, including account reconciliations.
  • Prepare ASC 740 tax accounting calculations.
  • Input apportionment factors into OneSource tax system.
  • Correspond with taxpayers, accountants, and CPAs.
  • Assist in federal and state return preparation using OneSource software.
  • Show more

Finance consultant vs tax analyst skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common tax analyst skills
  • Tax Audits, 6%
  • Reconciliations, 4%
  • Tax Compliance, 4%
  • Tax Payments, 4%
  • Tax Software, 4%
  • Income Tax Returns, 4%

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