Tax assistant vs licensed tax consultant

Differences between tax assistant and licensed tax consultant duties and responsibilities

Tax assistant example responsibilities.

• Perform bank and account reconciliations and process monthly payroll using QuickBooks.
• Offer orientation to CPA s and college students to complete their continue education credits and increase potential candidates.
• Perform data entry of banking and expense information into QuickBooks and other accounting software reconciling the accounts at month end.
• Assure filling completion per client folder by gathering clients and CPA approval signature, tax form printouts and documentation backup scans.
• General QuickBooks information and data entry.
• Complete IRS tax-preparation training and prepare and electronically file income taxes for individuals.
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Licensed 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.
• Review FSAR changes relate to 10 CFR 50.59 requirements.
• Perform property inspections of commercial properties and create inspection reports illustrating the physical characteristics of say properties for assessment appeals purposes.
• Gain knowledge of accounting principals, taxation policies and income tax procedures.
• Perform monthly accounting for various entities including partnerships, s-corporations, trusts and foundations