Tax attorney vs certified public accountant

Differences between tax attorney and certified public accountant duties and responsibilities

Tax attorney example responsibilities.

• Manage the death administration department with approximately thirty-five plus estates through trust administration, Medicaid estate recovery or probate.
• Review IRS propose regulations, advisory letters and technical advice memorandums for tax litigation.
• Probate practice - estates and protect individuals.
• Participate in legal document review and compliance for large complex civil litigation matters.
• Represent individual and institutional clients in all aspects of commercial and residential real estate acquisition, financing and leasing and foreclosure.
• Handle all aspects of discovery including preparing interrogatories, document requests, taking and defending depositions and responding to discovery requests.

Certified public accountant example responsibilities.

• Mentor highly skil accounting and tax management team to achieve establish objectives including conformity with GAAP compliance.
• Maintain monthly client bookkeeping including bank reconciliations, account payable and prepare preliminary financial statements for CPA review.
• Conduct bookkeeping, bank reconciliations and generate general ledgers as well as raise concerns about expenditure classifications and revenue recognition.
• Prepare and review month-end close, including journal entries, general ledger account reconciliations, and financial statement supporting documentation.
• Gain a working knowledge of audit objectives and procedures in compliance with GAAP and GAAS.
• Prepare and monitor audit programs, assist management in design and monitoring of SOX compliance programs.
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