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Finance consultant vs tax consultant

The differences between finance consultants and tax consultants can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance consultant has an average salary of $77,551, which is higher than the $66,737 average annual salary of a tax consultant.

The top three skills for a finance consultant include customer service, financial services and financial statements. The most important skills for a tax consultant are CPA, tax planning, and tax issues.

Finance consultant vs tax consultant overview

Finance ConsultantTax Consultant
Yearly salary$77,551$66,737
Hourly rate$37.28$32.09
Growth rate15%6%
Number of jobs94,25939,379
Job satisfaction--
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 63%
Average age4547
Years of experience4-

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 consultant do?

Tax consultants are experts in providing commercially centered tax advice and tax services to wide-ranging clients who function in all sectors of the economy. The work they do involves devising tax-efficient strategies for international and domestic-based clients in various business situations, including takeovers, company merges, and corporate reconstructions. They work continually to help clients ensure that the best business decisions are met. They also monitor and get ahead of possible changes concerning tax legislation and responding fast with guidance specific to their clients' tax requirements.

Finance consultant vs tax consultant salary

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

Finance ConsultantTax Consultant
Average salary$77,551$66,737
Salary rangeBetween $54,000 And $110,000Between $47,000 And $93,000
Highest paying CityNew York, NYHartford, CT
Highest paying stateNew YorkRhode Island
Best paying companyAppleCargill
Best paying industryTechnologyFinance

Differences between finance consultant and tax consultant education

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

Finance ConsultantTax Consultant
Most common degreeBachelor's Degree, 72%Bachelor's Degree, 63%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Finance consultant vs tax consultant demographics

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

Finance ConsultantTax Consultant
Average age4547
Gender ratioMale, 68.5% Female, 31.5%Male, 52.7% Female, 47.3%
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, 10.5% Unknown, 4.1% Hispanic or Latino, 17.0% Asian, 10.4% White, 57.6% American Indian and Alaska Native, 0.6%
LGBT Percentage5%8%

Differences between finance consultant and tax consultant 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.
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Tax consultant example responsibilities.

  • Manage the training and use of new FactSet products and enhancements with various client bases including portfolio management and performance teams.
  • Maintain and generate the process of structuring and conducting business transactions to ensure that GAAP procedures are followed.
  • Develop, maintain, and ensure accounting policies and procedures are in accordance with company member agreements & GAAP.
  • Prepare returns and consult on tax and accounting issues for own clients as well as contract work for other CPA firms.
  • Work closely with CPA on data verification and documentations processing.
  • Save customers thousands of dollars on Mexico-U.S. cross-border taxation advisory.
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Finance consultant vs tax consultant skills

Common finance consultant skills
  • Customer Service, 14%
  • Financial Services, 10%
  • Financial Statements, 5%
  • CPA, 4%
  • Business Development, 4%
  • Wealth Management, 3%
Common tax consultant skills
  • CPA, 13%
  • Tax Planning, 7%
  • Tax Issues, 6%
  • Taxation, 6%
  • Tax Research, 5%
  • Income Tax Returns, 5%

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