Tax advisor vs finance advisor

Differences between tax advisor and finance advisor duties and responsibilities

Tax advisor example responsibilities.

• Manage a staff of six for all aspects of tax compliance, tax accounting, research, planning and IRS audits.
• Provide payroll processing, invoicing and tax support services for small consulting business using QuickBooks software.
• Assist customers with IRS correspondence/notices.
• Advise companies on international taxation law and bilateral taxation recognition regimes to identify most cost effective strategies.
• Review domestic payroll reporting metrics, ensure home/host payments are updated and reconcile for timely submission and payment.
• Start job by assisting TurboTax user's on how to enter information into the TurboTax program.

Finance advisor example responsibilities.

• Manage all budget and forecast submissions into Hyperion.
• Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
• Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Research eligibility and status of all Medicare and Medicaid patients.
• Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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